ZD Ziff Davis, Inc. - Common Stock
Acerca de Ziff Davis, Inc. - Common Stock Descripción general de la empresa de Wikipedia
J2 Global, Inc. es una empresa tecnológica estadounidense que cotiza en bolsa con sede en Los Ángeles, California. La compañía proporciona servicios de Internet a través de dos divisiones: servicios de nube de negocios y medios digitales.
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J2 Global, Inc. es una empresa tecnológica estadounidense que cotiza en bolsa con sede en Los Ángeles, California. La compañía proporciona servicios de Internet a través de dos divisiones: servicios de nube de negocios y medios digitales.
Historia
J2 Global fue fundada en diciembre de 1995 como JFAX.COM por Jaye Muller y Jack Rieley. La compañía cambió su nombre registrado a J2 Global Communications, Inc. en agosto de 2000, y de nuevo a J2 Global el 7 de diciembre de 2011, eliminando "Communications" de su nombre oficial para reflejar "...la expansión de los servicios centrados en el número de teléfono... a líneas complementarias de servicios no centrados en el número de teléfono."
El 12 de noviembre de 2012, J2 Global lanzó su división de medios digitales con la adquisición de la editorial digital Ziff Davis. Inc. por 167 millones de dólares en efectivo. El 4 de febrero de 2013, J2 Global anunció que había más que duplicado el tamaño de su división de medios digitales con la adquisición de IGN Entretenimiento de News Corp. Los términos de la adquisición de IGN no fueron publicados.
El 18 de marzo de 2013, la compañía anunció que había adquirido MetroFax, un Bellevue, Washington proveedor de servicios de fax por Internet El 17 de abril de 2013, la compañía adquirió Backup Connect BV, un proveedor holandés de servicios de copias de seguridad en línea. El 19 de noviembre de 2013, su división de medios de comunicación Ziff Davis anunció que adquirió el sitio web de agregación electrónica TechBargain.com.
En febrero de 2014, J2 Global anunció la adquisición de varias empresas: City Numbers, un proveedor mundial con sede en el Reino Unido de números de teléfono gratuitos de entrada en más de 80 países; LiveDrive, un proveedor de copias de seguridad en línea con sede en el Reino Unido; y las empresas australianas OzeFax y Faxmate. El 3 de abril 2014 J2 Global anunció que adquirió Business Critical Software (también conocido como iCritical), una compañía de gestión y seguridad de correo electrónico con sede en el Reino Unido. En julio de 2019, J2 Global adquirió la marca SaferVPN, elevando a cinco el número total de servicios VPN para consumidores.
A partir de 2014, J2 Global tiene una red que cubre 49 países en seis continentes. Al 31 de diciembre de 2013, J2 Global reportó 18 años fiscales consecutivos de crecimiento de ingresos.
Marcas y subsidiarias
La compañía opera dos divisiones; la división "Business Cloud Services" incluye firmas como eFax, Onebox, eVoice, VIPRE, FuseMail, Campaigner, KeepITsafe, VaultLogix, Callstream, Yotta280, Mailout Interactive, GDV, BackUp Solutions, SugarSync, Nuvotera, UnityFax, Firstway Digital, Excel Micro, Web24 Group, MXSweep, City Numbers, IPVanish, LiveDrive, MetroFax, FoneBox, TrustFax, RapidFax, Send2Fax, SFax, SRFax, y Fax. com. La división de medios digitales de la compañía, Ziff Davis, incluye marcas como PC Magazine, IGN.com, y Everyday Health.
MyFax
"MyFax" es una herramienta de comunicación comercial en Internet que había sido proporcionada por la empresa de software con sede en Ottawa Protus. IP Solutions. La compañía fue adquirida por J2 Global en diciembre de 2010.
Historia
MyFax fue lanzado por Protus IP Solutions en 2009 como una alternativa a las máquinas de fax, ya que permite a los usuarios enviar y recibir faxes desde cualquier lugar. MyFax ha crecido a más de 400.000 suscriptores, con aproximadamente 20.000 nuevos clientes suscritos al servicio cada mes.
El 6 de diciembre de 2010, MyFax anunció que había sido adquirido por J2 Global Communications, Inc, propietarios de eFax.
Características
Algunas de las características de MyFax incluyen la posibilidad de enviar y recibir faxes por correo electrónico y a través de Internet, así como enviar faxes directamente desde Microsoft Office, Microsoft Outlook, y aplicaciones basadas en Microsoft Windows, incluyendo Google Docs, [[OpenOffice]. org]], y Intuit QuickBooks. Recientemente, se ha lanzado un programa que permite que las aplicaciones de iPhone y BlackBerry sean totalmente compatibles con los teléfonos inteligentes.
MyFax es ahora propiedad de J2 Global, que ha impuesto términos y condiciones muy restrictivos que restringen el derecho del cliente a portabilidad del número local. Entre las restricciones se encuentra un cargo de 40 dólares estadounidenses por número si j2 permite que el número sea transferido; la empresa impone muchas restricciones arbitrarias a la portabilidad y ha intentado reclamar los números como de su propiedad, en algunos casos imponiendo penalizaciones infladas y recuperando unilateralmente los números después de que los clientes los hayan transferido a otro proveedor.
Premios
En septiembre de 2012, j2 Global fue reconocido en la InformationWeek'. 500 lista de empresas de tecnología.
En 2013, J2 Global fue clasificada en el número 40 en la lista de las "Mejores Empresas Pequeñas de América".
Litigio
J2 Global ha presentado casos de litigio de patentes contra varias empresas, entre ellas CallWave, Comodo, EasyLink Services International Corporation, Open Text, Packetel, Protus, Venali y Vitelity. Algunas de las compañías presentaron contrademandas, algunas de las cuales alegaron violaciones antimonopolio de la Sección 2 de la Ley Sherman y el Código de Negocios y Profesiones de California §§ 16720 y 17200.
Fuente: Wikipedia, CC BY-SA 4.0 · Ver en Wikipedia ↗
ZD Instantánea de la Acción Precio, capitalización bursátil, P/E, BPA, ROE, deuda/capital, rango de 52 semanas
ZD Gráfico del Precio de la Acción OHLCV diario con indicadores técnicos — desplace, amplíe y personalice su vista
Rendimiento a 10 años Tendencias de ingresos, beneficio neto, márgenes y BPA
Valoración Ratios P/E, P/S, P/B, EV/EBITDA: ¿está la acción cara o barata?
Rentabilidad Márgenes brutos, operativos y netos; ROE, ROA, ROIC
Salud financiera Deuda, liquidez, solvencia — solidez del balance general
Crecimiento Crecimiento de ingresos, BPA y beneficio neto: interanual, CAGR a 3 años, CAGR a 5 años
Eficiencia de capital Rotación de activos, rotación de inventario, rotación de cuentas por cobrar
Dividendos Rendimiento, ratio de pago, historial de dividendos, CAGR a 5 años
| Fecha ex-dividendo | Monto |
|---|---|
| 17 de mayo de 2019 | $0,3957 |
| 22 de febrero de 2019 | $0,3870 |
| 16 de noviembre de 2018 | $0,3783 |
| 17 de agosto de 2018 | $0,3696 |
| 17 de mayo de 2018 | $0,3609 |
| 21 de febrero de 2018 | $0,3522 |
| 16 de noviembre de 2017 | $0,3435 |
| 10 de agosto de 2017 | $0,3348 |
| 17 de mayo de 2017 | $0,3261 |
| 17 de febrero de 2017 | $0,3174 |
| 16 de noviembre de 2016 | $0,3087 |
| 15 de agosto de 2016 | $0,3000 |
| 16 de mayo de 2016 | $0,2913 |
| 19 de febrero de 2016 | $0,2826 |
| 13 de noviembre de 2015 | $0,2739 |
| 13 de agosto de 2015 | $0,2678 |
| 15 de mayo de 2015 | $0,2609 |
| 19 de febrero de 2015 | $0,2548 |
| 13 de noviembre de 2014 | $0,2478 |
| 14 de agosto de 2014 | $0,2417 |
ZD Consenso de analistas Opiniones de analistas alcistas y bajistas, precio objetivo a 12 meses, potencial alcista
- Compra fuerte 3 23,1%
- Compra 7 53,8%
- Mantener 3 23,1%
- Venta 0 0,0%
- Venta fuerte 0 0,0%
Precio objetivo a 12 meses
5 analistas · 2026-08-14Historial de Ganancias EPS real vs estimado, sorpresa %, tasa de aciertos, próxima fecha de resultados
| Período | EPS Actual | EPS est. | Sorpresa |
|---|---|---|---|
| 30 de junio de 2026 | $1.03 | $0.89 | 0.14% |
| 31 de marzo de 2026 | $0.73 | $0.87 | -0.14% |
| 31 de diciembre de 2025 | $2.56 | $2.79 | -0.23% |
| 30 de septiembre de 2025 | $1.76 | $1.84 | -0.08% |
| 30 de junio de 2025 | $1.24 | $1.22 | 0.02% |
| 31 de marzo de 2025 | $1.14 | $1.28 | -0.14% |
Comparación de pares (subindustria GICS) Métricas clave frente a competidores del sector
| Ticker | Capitalización Bursátil | P/E | Ingresos interanuales | Margen Neto | ROE | Margen Bruto |
|---|---|---|---|---|---|---|
| ZD | $1.35B | 30.6 | 3.5% | 3.3% | 2.6% | — |
| RUM | — | — | — | — | — | — |
| CARG | — | 24.7 | 13.7% | 17.2% | 38.5% | 92.8% |
| PPLI | — | — | — | — | — | — |
| GRND | $2.51B | 31.5 | 27.6% | 21.5% | 80.7% | — |
| DJT | — | -4.7 | — | — | — | — |
| YELP | $1.82B | 13.6 | 3.8% | 9.9% | 20.0% | — |
| TRIP | $1.67B | 47.0 | 3.0% | 2.1% | 6.3% | — |
| WBTN | $1.70B | -4.9 | 2.5% | -25.0% | -26.2% | — |
| QNST | $920M | 201.2 | 78.3% | 0.43% | 2.0% | 10.1% |
| GTM | $3.13B | 26.8 | 2.9% | 9.9% | 8.1% | 84.0% |
Fundamentales Completos Todas las métricas por año — estado de resultados, balance general, flujo de caja
Estado de resultados 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.45B | $1.40B | $1.36B | $1.39B | $1.42B | $1.16B | $1.05B | $1.21B | $1.12B | $874M | $721M | $599M | |
| Cost of Revenue | $207M | $200M | $186M | $185M | $188M | $178M | $187M | $201M | $172M | $147M | · | · | |
| Gross Profit | · | · | · | · | $1.23B | $980M | $863M | $1.01B | $946M | $727M | $598M | $493M | |
| R&D Expense | $62M | $67M | $69M | $74M | $79M | $57M | $45M | $48M | $46M | $38M | $34M | $31M | |
| SG&A Expense | $210M | $203M | $196M | $182M | $457M | $419M | $403M | $375M | $324M | $240M | $205M | $134M | |
| Operating Expenses | · | · | · | · | $1.06B | $842M | $775M | $762M | $700M | $485M | $398M | $307M | |
| Operating Income | $183M | $114M | $133M | $199M | $167M | $138M | $88M | $244M | $246M | $243M | $199M | $186M | |
| Interest Expense | $38M | $35M | $42M | $37M | $80M | $58M | $26M | $64M | $59M | $43M | $44M | $32M | |
| Other Non-op | $-6M | $5M | $-9M | $8M | $1M | $65.0K | $-2M | $-5M | $22M | $10M | $-5.0K | $165.0K | |
| Pretax Income | $81M | $93M | $75M | $131M | $351M | $78M | $55M | $178M | $200M | $211M | $157M | $155M | |
| Income Tax | $25M | $41M | $24M | $58M | $-14M | $38M | $14M | $45M | $61M | $59M | $23M | $30M | |
| Net Income | $47M | $63M | $42M | $64M | $497M | $151M | $219M | $129M | $139M | $152M | $134M | $124M | |
| EPS (Basic) | $1.16 | $1.42 | $0.89 | $1.36 | $10.81 | $3.24 | $4.52 | $2.64 | $2.89 | $3.15 | $2.76 | $2.60 | |
| EPS (Diluted) | $1.15 | $1.42 | $0.89 | $1.36 | $10.37 | $3.18 | $4.39 | $2.59 | $2.83 | $3.13 | $2.73 | $2.58 | |
| Shares (Basic) | 40,977,183 | 44,457,071 | 46,400,941 | 46,954,558 | 45,893,928 | 46,308,825 | 47,647,397 | 47,950,746 | 47,586,242 | 47,668,357 | 47,627,853 | 46,778,015 | |
| Shares (Diluted) | 41,098,514 | 44,519,693 | 46,464,261 | 47,025,849 | 47,862,745 | 47,115,609 | 49,025,684 | 48,927,791 | 48,669,027 | 47,963,226 | 48,087,760 | 47,106,538 | |
| EBITDA | $412M | $326M | $370M | $432M | $426M | $563M | $509M | $431M | $408M | $365M | $293M | $249M |
Balance general 28
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $574M | $506M | $738M | $653M | $695M | $176M | $576M | $209M | $351M | $124M | $256M | $434M | |
| Short-term Investments | · | $0 | $27M | $58M | $229M | $663.0K | $0 | · | · | $60.0K | $80M | $96M | |
| Receivables | $623M | $660M | $338M | $305M | $316M | $310M | $262M | $222M | $234M | $200M | $115M | $92M | |
| Prepaid Expense | $82M | $106M | $89M | $68M | $60M | $52M | $49M | $29M | $35M | $24M | $26M | $23M | |
| Current Assets | $1.37B | $1.27B | $1.19B | $1.08B | $1.30B | $623M | $887M | $460M | $620M | $348M | $483M | $646M | |
| PP&E (Net) | $162M | $197M | $188M | $178M | $161M | $132M | $128M | $99M | $80M | $68M | $57M | $38M | |
| PP&E (Gross) | $677M | $559M | $515M | $434M | $352M | $326M | $354M | $289M | $234M | $188M | $148M | $111M | |
| Accum. Depreciation | $382M | $362M | $327M | $256M | $191M | $194M | $226M | $190M | $154M | $120M | $90M | $73M | |
| Goodwill | $1.35B | $1.58B | $1.55B | $1.59B | $1.53B | $1.52B | $1.31B | $1.38B | $1.20B | $1.12B | $808M | $636M | |
| Intangibles | $338M | $426M | $325M | $463M | $573M | $697M | $525M | $495M | $453M | $479M | $320M | $279M | |
| Other Non-current Assets | $25M | $63M | $71M | $80M | $76M | $16M | $16M | $11M | $13M | $6M | $5M | $13M | |
| Total Assets | $3.66B | $3.70B | $3.47B | $3.53B | $3.77B | $3.67B | $3.51B | $2.56B | $2.45B | $2.06B | $1.78B | $1.71B | |
| Accounts Payable | $145M | $164M | $123M | $121M | $131M | $198M | $238M | $167M | $170M | $178M | $114M | $95M | |
| Current Liabilities | $1.07B | $900M | $432M | $432M | $497M | $883M | $833M | $307M | $265M | $454M | $197M | $159M | |
| Capital Leases | $18M | $22M | $17M | $34M | $54M | $74M | $104M | $0 | · | $0 | $148.0K | $141.0K | |
| Deferred Tax | $41M | $46M | $46M | $79M | $109M | $157M | $107M | $69M | $38M | $40M | $44M | $62M | |
| Other Non-current Liabilities | $33M | $48M | $47M | $69M | $91M | $41M | $10M | $51M | $31M | $3M | $18M | $22M | |
| Total Liabilities | $1.91B | $1.89B | $1.58B | $1.64B | $1.80B | $2.45B | $2.19B | $1.53B | $1.43B | $1.15B | $894M | $885M | |
| Long-term Debt | $866M | $864M | $1.00B | $999M | $1.09B | $1.58B | $1.45B | $1.01B | $1.00B | $602M | $592M | $593M | |
| Total Debt | $866M | $864M | $1.00B | $999M | $1.09B | $1.58B | $1.45B | $1.01B | $1.00B | $602M | $601M | $593M | |
| Common Stock | $384.0K | $428.0K | $461.0K | $473.0K | $474.0K | $443.0K | $476.0K | $481.0K | $479.0K | $474.0K | $479.0K | $474.0K | |
| Paid-in Capital | $473M | $492M | $472M | $440M | $509M | $456M | $466M | $354M | $326M | $308M | $292M | $273M | |
| Retained Earnings | $1.34B | $1.40B | $1.49B | $1.54B | $1.52B | $809M | $892M | $770M | $723M | $660M | $627M | $554M | |
| Treasury Stock | · | · | · | $0 | · | · | $0 | $43M | $0 | · | · | · | |
| AOCI | $-57M | $-82M | $-72M | $-85M | $-57M | $-55M | $-46M | $-46M | $-29M | $-55M | $-29M | $-7M | |
| Stockholders' Equity | $1.75B | $1.81B | $1.89B | $1.89B | $1.97B | $1.21B | $1.31B | $1.04B | $1.02B | $915M | $890M | $820M | |
| Liabilities + Equity | $3.66B | $3.70B | $3.47B | $3.53B | $3.77B | $3.67B | $3.51B | $2.56B | $2.45B | $2.06B | $1.78B | $1.71B | |
| Shares Outstanding | 38,376,859 | 42,848,339 | 46,078,464 | 47,269,446 | 47,440,137 | 44,346,630 | 47,654,929 | 47,482,800 | 47,854,510 | 47,443,716 | 47,950,677 | 47,409,514 |
Flujo de Efectivo 18
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $229M | $212M | $237M | $233M | $258M | $229M | $232M | $187M | $162M | $122M | $93M | $63M | |
| Stock-based Comp | $45M | $41M | $32M | $27M | $25M | $24M | $24M | $28M | $23M | $14M | $12M | $9M | |
| Deferred Tax | $4M | $-19M | $-30M | $-13M | $-21M | $307.0K | $-8M | $25M | $-21M | $-14M | $-17M | $-10M | |
| Amort. of Intangibles | $122M | $118M | $145M | $157M | $186M | $156M | $174M | $146M | $129M | $95M | $74M | $47M | |
| Other Non-cash | $82M | $93M | $40M | $26M | $-242M | $71M | $1M | $32M | $-38M | $8M | $8M | $-9M | |
| Operating Cash Flow | $407M | $390M | $320M | $336M | $517M | $480M | $413M | $401M | $264M | $282M | $229M | $177M | |
| CapEx | $119M | $107M | $109M | $106M | $114M | $93M | $71M | $56M | $40M | $25M | $17M | $12M | |
| Investing Cash Flow | $-146M | $-297M | $-127M | $-221M | $59M | $-586M | $-505M | $-407M | $-158M | $-449M | $-336M | $-275M | |
| Debt Issued | · | · | · | · | · | $750M | $550M | $0 | $650M | $0 | $0 | $402M | |
| Net Debt Issued | $0 | $-135M | $0 | $-167M | $-512M | $100M | $545M | $-2M | $381M | $0 | $0 | $402M | |
| Stock Repurchased | $174M | $185M | $109M | $78M | $78M | $276M | $21M | $47M | $10M | $56M | $4M | $6M | |
| Net Stock Activity | $-174M | $-185M | $-109M | $-78M | $-78M | $-276M | $-21M | $-47M | $-10M | $-56M | $-4M | $-6M | |
| Dividends Paid | · | · | · | · | $0 | $0 | $44M | $83M | $73M | $66M | $59M | $52M | |
| Financing Cash Flow | $-170M | $-321M | $-115M | $-141M | $-113M | $-235M | $457M | $-131M | $112M | $41M | $-67M | $328M | |
| Net Change in Cash | $101M | $-232M | $85M | $-42M | $452M | $-333M | $366M | $-141M | $227M | $-132M | $-178M | $226M | |
| Taxes Paid | $49M | $69M | $65M | $60M | $61M | $45M | $46M | $38M | $51M | $37M | $42M | $50M | |
| Free Cash Flow | $288M | $284M | $211M | $230M | $403M | $388M | $342M | $345M | $225M | $258M | $212M | $165M | |
| Levered FCF | $262M | $264M | $183M | $210M | $320M | $293M | $265M | $297M | $184M | $227M | $175M | $139M |
Rentabilidad 8
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | · | · | · | 86.7% | 84.4% | 82.7% | 83.4% | 84.6% | 83.2% | 82.9% | 82.3% | |
| Operating Margin | 12.6% | 8.1% | 9.7% | 14.3% | 11.8% | 22.5% | 20.2% | 20.2% | 22.0% | 27.8% | 27.7% | 31.1% | |
| Net Margin | 3.3% | 4.5% | 3.0% | 4.6% | 35.1% | 10.1% | 16.0% | 10.7% | 12.5% | 17.4% | 18.5% | 20.8% | |
| Pretax Margin | 5.6% | 6.7% | 5.5% | 9.4% | 24.8% | 15.5% | 14.5% | 14.7% | 17.9% | 24.2% | 21.8% | 25.9% | |
| EBITDA Margin | 28.4% | 23.2% | 27.1% | 31.1% | 30.0% | 37.8% | 37.1% | 35.7% | 36.5% | 41.7% | 40.6% | 41.6% | |
| ROA | 1.3% | 1.8% | 1.2% | 1.8% | 13.4% | 4.2% | 7.2% | 5.1% | 6.2% | 7.9% | 7.6% | 8.7% | |
| ROE | 2.6% | 3.5% | 2.2% | 3.5% | 29.8% | 12.6% | 18.3% | 12.4% | 14.4% | 16.9% | 15.6% | 16.3% | |
| ROIC | 4.8% | 2.4% | 3.1% | 3.8% | 5.7% | 8.4% | 11.0% | 8.9% | 8.5% | 11.5% | 11.4% | 10.6% |
Liquidez y Solvencia 5
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.3 | 1.4 | 2.8 | 2.5 | 2.6 | 0.7 | 1.1 | 1.5 | 2.3 | 0.8 | 2.5 | 4.1 | |
| Quick Ratio | 1.2 | 1.3 | 2.6 | 2.3 | 2.5 | 0.6 | 1.0 | 1.4 | 2.2 | 0.7 | 2.3 | 3.9 | |
| Debt / Equity | 0.5 | 0.5 | 0.5 | 0.5 | 0.6 | 1.3 | 1.1 | 1.0 | 1.0 | 0.7 | 0.7 | 0.7 | |
| LT Debt / Equity | 0.4 | 0.5 | 0.5 | 0.5 | 0.5 | 1.0 | 0.8 | 1.0 | 1.0 | 0.7 | 0.7 | 0.7 | |
| Interest Coverage | 4.9 | 3.2 | 3.2 | 5.4 | 2.1 | 2.5 | 3.9 | 3.8 | 4.2 | 5.7 | 4.6 | 5.7 |
Eficiencia 2
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.4 | 0.4 | 0.4 | 0.4 | 0.5 | 0.5 | 0.5 | 0.5 | 0.4 | 0.4 | |
| Receivables Turnover | 2.2 | 2.8 | 4.2 | 4.5 | 4.5 | 5.1 | 5.7 | 5.3 | 5.2 | 5.6 | 7.0 | 7.5 |
Tasas de Crecimiento 9
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 3.5% | 2.8% | -1.9% | -1.8% | 22.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 1.4% | -0.35% | 5.6% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 4.6% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -19.0% | 59.6% | -34.6% | -86.9% | 226.1% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -5.4% | -48.5% | -34.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -18.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -24.9% | 51.9% | -34.9% | -87.2% | 229.7% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -9.4% | -49.7% | -34.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -20.7% | · | · | · | · | · | · | · | · | · | · | · |
Valoración (TTM) 17
| Métrica | Tendencia | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.45B | $1.40B | $1.36B | $1.39B | $1.42B | $1.16B | $1.05B | $1.21B | $1.12B | $874M | $721M | $599M | |
| Net Income TTM | $47M | $63M | $42M | $64M | $497M | $151M | $219M | $129M | $139M | $152M | $134M | $124M | |
| Market Cap | $1.35B | $2.33B | $3.10B | $3.74B | $5.26B | $3.77B | $3.88B | $2.86B | $3.12B | $3.37B | $3.43B | $2.56B | |
| Enterprise Value | $1.61B | $2.69B | $3.33B | $4.03B | $5.43B | $5.10B | $4.76B | $3.67B | $3.77B | $3.85B | $3.70B | $2.62B | |
| P/E | 30.6 | 38.3 | 75.5 | 58.2 | 10.7 | 26.7 | 18.6 | 23.3 | 23.1 | 22.7 | 26.2 | 20.9 | |
| P/S | 0.9 | 1.7 | 2.3 | 2.7 | 3.7 | 3.3 | 3.7 | 2.4 | 2.8 | 3.9 | 4.8 | 4.3 | |
| P/B | 0.8 | 1.3 | 1.6 | 2.0 | 2.7 | 3.1 | 3.0 | 2.8 | 3.1 | 3.7 | 3.9 | 3.1 | |
| P / Tangible Book | 19.7 | · | 143.8 | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 3.3 | 6.0 | 9.7 | 11.1 | 10.2 | 7.8 | 9.4 | 7.1 | 11.8 | 12.0 | 15.0 | 14.4 | |
| P / FCF | 4.7 | 8.2 | 14.7 | 16.2 | 13.1 | 9.7 | 11.4 | 8.3 | 13.9 | 13.1 | 16.2 | 15.5 | |
| EV / EBITDA | 3.9 | 8.3 | 9.0 | 9.3 | 12.7 | 9.1 | 9.3 | 8.5 | 9.3 | 10.6 | 12.6 | 10.5 | |
| EV / FCF | 5.6 | 9.5 | 15.8 | 17.5 | 13.5 | 13.2 | 13.9 | 10.6 | 16.8 | 15.0 | 17.5 | 15.8 | |
| EV / Revenue | 1.1 | 1.9 | 2.4 | 2.9 | 3.8 | 4.4 | 4.5 | 3.0 | 3.4 | 4.4 | 5.1 | 4.4 | |
| Dividend Yield | · | · | · | · | 0.00% | 0.00% | 1.1% | 2.9% | 2.4% | 1.9% | 1.7% | 2.0% | |
| Earnings Yield | 3.3% | 2.6% | 1.3% | 1.7% | 9.3% | 3.7% | 5.4% | 4.3% | 4.3% | 4.4% | 3.8% | 4.8% | |
| Payout Ratio | · | · | · | · | 0.00% | 0.00% | 19.9% | 63.5% | 52.7% | 43.2% | 44.0% | 42.0% | |
| Annual Payout | · | · | · | · | $0 | $0 | $44M | $83M | $73M | $66M | $59M | $52M |
Estado de resultados 16
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $287M | $268M | $407M | $364M | $295M | $273M | $413M | $354M | $321M | $314M | $390M | $341M | $326M | $307M | $397M | $342M | |
| Cost of Revenue | $46M | $44M | $57M | $53M | $41M | $40M | $53M | $51M | $50M | $46M | $37M | $56M | $47M | $46M | $40M | $53M | |
| Gross Profit | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $289M | |
| R&D Expense | $14M | $14M | $14M | $15M | $14M | $14M | $18M | $15M | $17M | $18M | $16M | $18M | $18M | $18M | $18M | $18M | |
| SG&A Expense | $47M | $47M | $55M | $54M | $49M | $43M | $53M | $52M | $49M | $50M | $-107M | $99M | $102M | $101M | $-118M | $96M | |
| Operating Expenses | · | · | · | · | · | · | · | · | · | · | · | · | · | $281M | · | $260M | |
| Operating Income | $-45M | $3M | $86M | $28M | $14M | $14M | $79M | $-29M | $29M | $36M | $81M | $-13M | $39M | $26M | $93M | $29M | |
| Other Non-op | $-586.0K | $688.0K | $-1M | $4M | $-2M | $-1M | $2M | $-3M | $5M | $-104.0K | $-3M | $-4M | $-2M | $-908.0K | $-5M | $4M | |
| Pretax Income | $-51M | $-3M | $20M | $9M | $9M | $7M | $75M | $-36M | $35M | $20M | $76M | $-26M | $24M | $939.0K | $92M | $39M | |
| Income Tax | $941.0K | $3M | $-204.0K | $13M | $-69.0K | $4M | $14M | $13M | $7M | $8M | $13M | $5M | $6M | $-616.0K | $25M | $18M | |
| Net Income | $624M | $22M | $370.0K | $-4M | $26M | $24M | $64M | $-49M | $37M | $11M | $63M | $-31M | $17M | $-8M | $67M | $18M | |
| EPS (Basic) | $17.16 | $0.59 | $0.05 | $-0.09 | $0.63 | $0.57 | $1.49 | $-1.11 | $0.81 | $0.23 | $1.36 | $-0.67 | $0.36 | $-0.16 | $1.44 | $0.39 | |
| EPS (Diluted) | $17.16 | $0.59 | $0.06 | $-0.09 | $0.63 | $0.57 | $1.53 | $-1.11 | $0.77 | $0.23 | $1.36 | $-0.67 | $0.36 | $-0.16 | $1.45 | $0.39 | |
| Shares (Basic) | 36,381,271 | 37,597,190 | -83,872,336 | 40,558,629 | 41,732,800 | 42,558,090 | -90,819,929 | 43,924,158 | 45,492,809 | 45,860,033 | -93,447,205 | 46,062,097 | 46,798,800 | 46,987,249 | -93,950,459 | 46,871,897 | |
| Shares (Diluted) | 36,381,271 | 37,597,190 | -86,775,688 | 40,558,629 | 41,750,114 | 42,768,678 | -96,024,942 | 43,924,158 | 50,665,112 | 45,955,365 | -93,383,885 | 46,062,097 | 46,798,800 | 46,987,249 | -99,230,074 | 46,871,897 | |
| EBITDA | $-45M | · | · | $28M | $33M | $91M | · | $-29M | $29M | $84M | · | $-13M | $39M | $81M | · | $29M |
Balance general 28
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.61B | $520M | $607M | $503M | $457M | $431M | $506M | $386M | $687M | $735M | · | $661M | $679M | $722M | · | $622M | |
| Short-term Investments | · | · | · | · | · | · | · | $0 | $0 | $16M | · | $30M | $36M | $39M | · | $55M | |
| Receivables | $419M | $397M | $667M | $473M | $523M | $518M | $660M | $471M | $450M | $447M | · | $291M | $286M | $278M | · | $232M | |
| Prepaid Expense | $60M | $83M | $96M | $148M | $122M | $123M | $106M | $94M | $94M | $95M | · | $82M | $74M | $68M | · | $66M | |
| Current Assets | $2.08B | $1.44B | $1.37B | $1.12B | $1.10B | $1.07B | $1.27B | $951M | $1.23B | $1.29B | · | $1.06B | $1.07B | $1.11B | · | $975M | |
| PP&E (Net) | $171M | $167M | $213M | $208M | $204M | $198M | $197M | $197M | $192M | $191M | · | $186M | $192M | $187M | · | $171M | |
| PP&E (Gross) | · | · | $677M | · | · | · | $559M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $419M | $400M | $464M | $443M | $419M | $390M | $362M | $348M | $334M | $347M | · | $308M | $296M | $277M | · | · | |
| Goodwill | $1.29B | $1.34B | $1.61B | $1.61B | $1.62B | $1.60B | $1.58B | $1.57B | $1.63B | $1.62B | $1.55B | $1.54B | $1.60B | $1.60B | $1.59B | $1.58B | |
| Intangibles | $294M | $314M | $344M | $375M | $398M | $416M | $426M | $471M | $386M | $401M | · | $368M | $402M | $433M | · | $498M | |
| Other Non-current Assets | $52M | $28M | $29M | $36M | $48M | $56M | $63M | $66M | $67M | $69M | · | $77M | $78M | $78M | · | $32M | |
| Total Assets | $4.00B | $3.39B | $3.66B | $3.48B | $3.52B | $3.52B | $3.70B | $3.42B | $3.66B | $3.73B | · | $3.38B | $3.47B | $3.53B | · | $3.43B | |
| Accounts Payable | $146M | $122M | $151M | $148M | $140M | $141M | $164M | $371M | $368M | $360M | · | $128M | $127M | $144M | · | $213M | |
| Current Liabilities | $963M | $864M | $1.07B | $698M | $693M | $705M | $900M | $667M | $644M | $663M | · | $419M | $436M | $441M | · | $416M | |
| Capital Leases | · | · | $18M | · | · | · | $22M | · | · | · | · | · | · | · | · | $38M | |
| Deferred Tax | $21M | $30M | $41M | $45M | $40M | $44M | $46M | $54M | $66M | $65M | · | · | · | · | · | · | |
| Other Non-current Liabilities | $32M | $34M | $37M | $39M | $42M | $44M | $48M | $75M | $74M | $79M | · | $91M | $95M | $115M | · | $37M | |
| Total Liabilities | $1.76B | $1.67B | $1.91B | $1.68B | $1.68B | $1.69B | $1.89B | $1.67B | $1.79B | $1.83B | · | $1.58B | $1.61B | $1.63B | · | $1.64B | |
| Long-term Debt | $868M | $867M | $866M | · | · | · | $864M | · | · | · | · | · | · | · | · | $998M | |
| Total Debt | $868M | · | · | $866M | $865M | $865M | · | $864M | $1.00B | $1.00B | · | $1.00B | $1.00B | $1000M | · | $998M | |
| Common Stock | $350.0K | $374.0K | $384.0K | $400.0K | $412.0K | $422.0K | $428.0K | $427.0K | $447.0K | $461.0K | · | $460.0K | $464.0K | $473.0K | · | $472.0K | |
| Paid-in Capital | $436M | $454M | $473M | $483M | $484M | $485M | $492M | $480M | $476M | $476M | · | $463M | $449M | $445M | · | $432M | |
| Retained Earnings | $1.87B | $1.33B | $1.34B | $1.37B | $1.41B | $1.41B | $1.40B | $1.34B | $1.47B | $1.50B | · | $1.43B | $1.49B | $1.53B | · | $1.47B | |
| Treasury Stock | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | · | · | · | |
| AOCI | $-67M | $-65M | $-57M | $-59M | $-52M | $-71M | $-82M | $-63M | $-78M | $-78M | · | $-86M | $-80M | $-81M | · | $-109M | |
| Stockholders' Equity | $2.24B | $1.72B | $1.75B | $1.80B | $1.84B | $1.82B | $1.81B | $1.75B | $1.87B | $1.90B | $1.89B | $1.80B | $1.86B | $1.89B | $1.89B | $1.79B | |
| Liabilities + Equity | $4.00B | $3.39B | $3.66B | $3.48B | $3.52B | $3.52B | $3.70B | $3.42B | $3.66B | $3.73B | · | $3.38B | $3.47B | $3.53B | · | $3.43B | |
| Shares Outstanding | 34,962,853 | 37,387,662 | 38,376,859 | 39,993,208 | 41,168,057 | 42,230,734 | 42,848,339 | 42,740,848 | 44,740,322 | 46,134,708 | 46,078,464 | 45,984,858 | 46,402,143 | 47,286,093 | 47,269,446 | 47,189,907 |
Flujo de Efectivo 15
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $47M | $50M | $58M | $57M | $58M | $56M | $60M | $51M | $52M | $48M | $70M | $56M | $57M | $55M | $59M | $56M | |
| Stock-based Comp | $13M | $11M | $11M | $12M | $12M | $10M | $10M | $10M | $12M | $9M | $8M | $7M | $9M | $8M | $6M | $6M | |
| Deferred Tax | $-10M | $-12M | $3M | $8M | $-8M | $548.0K | $-4M | $-7M | $-5M | $-3M | $-4M | $-7M | $-11M | $-7M | $561.0K | $-3M | |
| Amort. of Intangibles | $26M | $24M | $31M | $31M | $30M | $28M | $35M | $28M | $28M | $26M | $43M | $33M | $35M | $33M | $37M | $36M | |
| Other Non-cash | · | · | · | · | · | $-70M | · | · | · | $10M | · | · | · | $67M | · | · | |
| Operating Cash Flow | $89M | $30M | $191M | $138M | $57M | $21M | $158M | $106M | $51M | $76M | $92M | $73M | $40M | $115M | $43M | $101M | |
| CapEx | $35M | $33M | $33M | $30M | $30M | $26M | $27M | $26M | $26M | $28M | $26M | $27M | $25M | $30M | $25M | $27M | |
| Investing Cash Flow | $1.09B | $-33M | $-29M | $-45M | $-7M | $-65M | $-33M | $-181M | $-12M | $-71M | $-23M | $-39M | $-27M | $-39M | $-21M | $-39M | |
| Net Debt Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | |
| Stock Repurchased | $121M | $52M | $61M | $44M | $34M | $35M | $1M | $96M | $84M | $4M | $1M | $45M | $60M | $3M | $2M | $200.0K | |
| Net Stock Activity | · | · | · | · | · | $-35M | · | · | · | $-4M | · | · | · | $-3M | · | · | |
| Financing Cash Flow | $-120M | $-53M | $-59M | $-45M | $-32M | $-35M | $2M | $-231M | $-85M | $-6M | $2M | $-52M | $-55M | $-9M | $997.0K | $-80M | |
| Net Change in Cash | $1.06B | $-61M | $104M | $46M | $26M | $-75M | $120M | $-301M | $-48M | $-3M | $77M | $-18M | $-42M | $69M | $31M | $-26M | |
| Taxes Paid | $7M | $4M | $3M | $6M | $31M | $9M | $19M | $14M | $29M | $7M | $18M | $17M | $25M | $5M | $28M | $16M | |
| Free Cash Flow | · | · | · | · | · | $-5M | · | · | · | $47M | · | · | · | $85M | · | · |
Rentabilidad 8
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 84.6% | |
| Operating Margin | -15.6% | · | · | 7.8% | 9.5% | 10.7% | · | -8.3% | 8.9% | 11.4% | · | -3.9% | 11.9% | 8.6% | · | 8.5% | |
| Net Margin | 217.8% | · | · | -0.99% | 7.5% | 7.4% | · | -13.7% | 11.5% | 3.4% | · | -9.1% | 5.1% | -2.5% | · | 5.3% | |
| Pretax Margin | -17.8% | · | · | 2.5% | 7.2% | 8.0% | · | -10.2% | 10.9% | 6.2% | · | -7.5% | 7.3% | 0.31% | · | 11.6% | |
| EBITDA Margin | -15.6% | · | · | 7.8% | 9.5% | 27.7% | · | -8.3% | 8.9% | 26.8% | · | -3.9% | 11.9% | 26.4% | · | 8.5% | |
| ROA | 16.6% | · | · | -0.10% | 0.73% | 0.67% | · | -1.4% | 1.0% | 0.29% | · | -0.91% | 0.48% | -0.21% | · | 0.50% | |
| ROE | 30.6% | · | · | -0.20% | 1.4% | 1.3% | · | -2.7% | 2.0% | 0.56% | · | -1.7% | 0.91% | -0.41% | · | 1.1% | |
| ROIC | -1.5% | · | · | -0.42% | 1.0% | 0.88% | · | -1.5% | 0.80% | 0.71% | · | -0.57% | 0.99% | 1.5% | · | 0.56% |
Liquidez y Solvencia 4
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.2 | · | · | 1.6 | 1.6 | 1.5 | · | 1.4 | 1.9 | 1.9 | · | 2.5 | 2.5 | 2.5 | · | 2.3 | |
| Quick Ratio | 2.1 | · | · | 1.4 | 1.4 | 1.3 | · | 1.3 | 1.8 | 1.8 | · | 2.3 | 2.3 | 2.4 | · | 2.2 | |
| Debt / Equity | 0.4 | · | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.6 | 0.5 | 0.5 | · | 0.6 | |
| LT Debt / Equity | 0.3 | · | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.6 | 0.5 | 0.5 | · | 0.6 |
Eficiencia 2
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | · | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Receivables Turnover | 0.6 | · | · | 0.8 | 0.7 | 0.7 | · | 0.9 | 0.9 | 0.9 | · | 1.3 | 1.2 | 1.1 | · | 1.4 |
Valoración (TTM) 14
| Métrica | Tendencia | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.21B | $1.26B | · | $1.40B | $1.36B | $1.32B | · | $1.33B | $1.30B | $1.29B | · | $1.32B | $1.31B | $1.30B | · | $1.40B | |
| Net Income TTM | $669M | $69M | · | $-2M | $39M | $23M | · | $-32M | $33M | $-11M | · | $-4M | $-19M | $-11M | · | $357M | |
| Market Cap | $1.83B | · | · | $1.52B | $1.25B | $1.59B | · | $2.08B | $2.46B | $2.91B | · | $2.93B | $3.25B | $3.69B | · | $3.23B | |
| Enterprise Value | $1.09B | · | · | $1.89B | $1.65B | $2.02B | · | $2.56B | $2.78B | $3.16B | · | $3.24B | $3.54B | $3.93B | · | $3.55B | |
| P/E | 2.9 | 24.8 | · | -1905.0 | 36.0 | 83.5 | · | -62.4 | 79.8 | -262.7 | · | -796.1 | -175.2 | -312.2 | · | 9.3 | |
| P/S | 1.5 | · | · | 1.1 | 0.9 | 1.2 | · | 1.6 | 1.9 | 2.3 | · | 2.2 | 2.5 | 2.8 | · | 2.3 | |
| P/B | 0.8 | · | · | 0.8 | 0.7 | 0.9 | · | 1.2 | 1.3 | 1.5 | · | 1.6 | 1.7 | 1.9 | · | 1.8 | |
| P / Tangible Book | 2.8 | 24.7 | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| P / Cash Flow | · | · | · | · | · | 77.0 | · | · | · | 38.5 | · | · | · | 32.0 | · | · | |
| P / FCF | · | · | · | · | · | -317.0 | · | · | · | 61.3 | · | · | · | 43.3 | · | · | |
| EV / EBITDA | -24.4 | 36.3 | · | 66.4 | 49.4 | 22.2 | · | -87.3 | 97.2 | 37.5 | · | -243.2 | 90.9 | 48.6 | · | 122.4 | |
| EV / FCF | · | · | · | · | · | -403.7 | · | · | · | 66.6 | · | · | · | 46.1 | · | · | |
| EV / Revenue | 0.9 | · | · | 1.3 | 1.2 | 1.5 | · | 1.9 | 2.1 | 2.5 | · | 2.5 | 2.7 | 3.0 | · | 2.5 | |
| Earnings Yield | 34.9% | 4.0% | · | -0.05% | 2.8% | 1.2% | · | -1.6% | 1.2% | -0.38% | · | -0.13% | -0.57% | -0.32% | · | 10.7% |
Estados Financieros Estado de resultados, balance general, flujo de caja — anual, últimos 5 años
Estado de resultados
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Ingresos | $1.45B | $1.40B | $1.36B | $1.39B | $1.42B |
| Margen Bruto % | — | — | — | — | 86.7% |
| Margen Operativo % | 12.6% | 8.1% | 9.7% | 14.3% | 11.8% |
| Beneficio neto | $47M | $63M | $42M | $64M | $497M |
| EPS Diluido | $1.15 | $1.42 | $0.89 | $1.36 | $10.37 |
Balance general
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Deuda / Patrimonio | 0.5 | 0.5 | 0.5 | 0.5 | 0.6 |
| Ratio corriente | 1.3 | 1.4 | 2.8 | 2.5 | 2.6 |
| Ratio Rápido | 1.2 | 1.3 | 2.6 | 2.3 | 2.5 |
Flujo de Efectivo
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flujo de caja libre | $288M | $284M | $211M | $230M | $403M |
Últimas noticias Noticias recientes que mencionan a esta empresa
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Propietarios institucionales (13F) 289 declarantes · $1.3B total · A fecha de 30 de junio de 2026
Instituciones que informan tener esta acción en su Formulario 13F trimestral de la SEC. Solo posiciones largas; un solo presentador puede aparecer dos veces para tramos de opciones separados. Las patas de put/call de compensación grandes suelen reflejar la creación de mercado o el inventario cubierto, no la convicción direccional.
| Nuevas posiciones | Posiciones cerradas | Aumentado | Disminuido | Cambio neto de acciones |
|---|---|---|---|---|
| 53 (+6 vs trimestre anterior) | 45 (+3 vs trimestre anterior) | 66 (-10 vs trimestre anterior) | 98 (-8 vs trimestre anterior) | +4.3M |
Comparado con Q1 2026. Las presentaciones del Formulario 13F de la SEC vencen dentro de los 45 días posteriores al final del trimestre, más un pequeño margen para los presentadores tardíos; los trimestres que aún se encuentran dentro de esa ventana se omiten en favor del par más reciente completamente reportado.
| Institución | Valor | Acciones | % de 13F rastreadas | Tipo |
|---|---|---|---|---|
| Pale Fire Capital SE | $139 333 213 | 2 660 554 | 10,74% | Acciones |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $114 736 019 | 2 190 873 | 8,85% | Acciones |
| DIMENSIONAL FUND ADVISORS LP | $111 535 741 | 2 129 764 | 8,60% | Acciones |
| VANGUARD CAPITAL MANAGEMENT LLC | $86 751 219 | 1 656 506 | 6,69% | Acciones |
| STATE STREET CORP | $84 700 567 | 1 617 349 | 6,53% | Acciones |
| FIRST TRUST ADVISORS LP | $53 037 141 | 1 012 739 | 4,09% | Acciones |
| GEODE CAPITAL MANAGEMENT, LLC | $43 531 136 | 831 058 | 3,36% | Acciones |
| RICE HALL JAMES & ASSOCIATES, LLC | $43 021 746 | 821 496 | 3,32% | Acciones |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $39 112 430 | 746 848 | 3,02% | Acciones |
| AMERICAN CENTURY COMPANIES INC | $35 139 170 | 670 979 | 2,71% | Acciones |
| Varde Management, L.P. | $32 680 346 | 624 028 | 2,52% | Acciones |
| CastleKnight Management LP | $31 225 822 | 596 254 | 2,41% | Acciones |
| D. E. Shaw & Co., Inc. | $31 052 058 | 592 936 | 2,39% | Acciones |
| BRAVE ASSET MANAGEMENT INC | $24 628 668 | 470 282 | 1,90% | Acciones |
| Allianz Asset Management GmbH | $23 846 784 | 455 352 | 1,84% | Acciones |
| GOLDMAN SACHS GROUP INC | $23 839 348 | 455 210 | 1,84% | Acciones |
| CDAM (UK) Ltd | $23 749 900 | 453 502 | 1,83% | Acciones |
| Whitefort Capital Management, LP | $21 911 032 | 418 389 | 1,69% | Acciones |
| GLENMEDE TRUST CO NA | $13 949 377 | 266 362 | 1,08% | Acciones |
| MONIMUS CAPITAL MANAGEMENT, LP | $13 172 469 | 251 527 | 1,02% | Acciones |
| Converium Capital Inc. | $13 092 500 | 250 000 | 1,01% | Acciones |
| VANGUARD FIDUCIARY TRUST CO | $12 753 195 | 243 521 | 0,98% | Acciones |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $12 738 217 | 243 235 | 0,98% | Acciones |
| Glenmede Investment Management, LP | $12 548 920 | 329 368 | 0,97% | Acciones |
| Cambria Investment Management, L.P. | $11 614 252 | 221 773 | 0,90% | Acciones |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $10 275 884 | 196 217 | 0,79% | Acciones |
| VANGUARD GROUP INC | $8 911 685 | 253 533 | 0,69% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8 421 096 | 160 800 | 0,65% | Opción de compra |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $7 577 154 | 144 685 | 0,58% | Acciones |
| VICTORY CAPITAL MANAGEMENT INC | $7 259 739 | 138 624 | 0,56% | Acciones |
| Quantinno Capital Management LP | $6 936 406 | 132 450 | 0,53% | Acciones |
| Nuveen Asset Management, LLC | $6 763 482 | 124 466 | 0,52% | Acciones |
| Public Sector Pension Investment Board | $6 625 486 | 126 513 | 0,51% | Acciones |
| BANK OF AMERICA CORP /DE/ | $5 720 585 | 109 234 | 0,44% | Acciones |
| Verition Fund Management LLC | $5 519 798 | 105 400 | 0,43% | Opción de compra |
| Edgestream Partners, L.P. | $5 379 551 | 102 722 | 0,41% | Acciones |
| CastleKnight Management LP | $5 237 000 | 100 000 | 0,40% | Opción de compra |
| RHUMBLINE ADVISERS | $4 963 083 | 94 770 | 0,38% | Acciones |
| JANUS HENDERSON GROUP PLC | $4 487 370 | 106 944 | 0,35% | Acciones |
| CITADEL ADVISORS LLC | $3 980 120 | 76 000 | 0,31% | Opción de compra |
| Vanguard Global Advisers, LLC | $3 946 708 | 75 362 | 0,30% | Acciones |
| HUSSMAN STRATEGIC ADVISORS, INC. | $3 849 195 | 73 500 | 0,30% | Acciones |
| Swiss National Bank | $3 578 494 | 68 331 | 0,28% | Acciones |
| Beartown Capital Management, LLC | $3 404 050 | 65 000 | 0,26% | Acciones |
| AQR CAPITAL MANAGEMENT LLC | $3 392 641 | 64 782 | 0,26% | Acciones |
| CLARK ESTATES INC/NY | $3 269 197 | 62 425 | 0,25% | Acciones |
| AMERIPRISE FINANCIAL INC | $3 138 743 | 59 934 | 0,24% | Acciones |
| Corient Private Wealth LP | $2 977 971 | 56 864 | 0,23% | Acciones |
| Legal & General Group Plc | $2 947 907 | 56 290 | 0,23% | Acciones |
| CITADEL ADVISORS LLC | $2 945 132 | 56 237 | 0,23% | Acciones |
| Susquehanna Portfolio Strategies, LLC | $2 899 465 | 55 365 | 0,22% | Acciones |
| Russell Investments Group, Ltd. | $2 781 946 | 53 121 | 0,21% | Acciones |
| Miller Value Partners, LLC | $2 650 027 | 50 602 | 0,20% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 624 942 | 50 123 | 0,20% | Acciones |
| ROYCE & ASSOCIATES LP | $2 562 831 | 48 937 | 0,20% | Acciones |
| MILLENNIUM MANAGEMENT LLC | $2 533 503 | 48 377 | 0,20% | Acciones |
| ACR Alpine Capital Research, LLC | $2 444 108 | 46 670 | 0,19% | Acciones |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $2 436 156 | 58 059 | 0,19% | Acciones |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2 392 471 | 45 684 | 0,18% | Acciones |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | $2 386 134 | 45 563 | 0,18% | Acciones |
| CITADEL ADVISORS LLC | $2 377 598 | 45 400 | 0,18% | Opción de venta |
| PRUDENTIAL FINANCIAL INC | $2 333 136 | 44 551 | 0,18% | Acciones |
| FRANKLIN RESOURCES INC | $2 221 745 | 42 424 | 0,17% | Acciones |
| Aldebaran Capital, LLC | $2 156 178 | 41 172 | 0,17% | Acciones |
| Balyasny Asset Management L.P. | $2 134 235 | 40 753 | 0,16% | Acciones |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $2 100 000 | 40 100 | 0,16% | Acciones |
| Cresset Asset Management, LLC | $2 090 610 | 39 920 | 0,16% | Acciones |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 052 904 | 39 200 | 0,16% | Opción de venta |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1 945 601 | 46 368 | 0,15% | Acciones |
| ALLIANCEBERNSTEIN L.P. | $1 930 286 | 46 003 | 0,15% | Acciones |
| EXCHANGE TRADED CONCEPTS, LLC | $1 771 782 | 33 832 | 0,14% | Acciones |
| VANGUARD ASSET MANAGEMENT, Ltd | $1 737 637 | 33 180 | 0,13% | Acciones |
| ENVESTNET ASSET MANAGEMENT INC | $1 709 171 | 32 636 | 0,13% | Acciones |
| XTX Topco Ltd | $1 511 346 | 28 859 | 0,12% | Acciones |
| Verition Fund Management LLC | $1 508 675 | 28 808 | 0,12% | Acciones |
| BlackRock, Inc. | $1 506 580 | 28 768 | 0,12% | Acciones |
| FIFTH THIRD BANCORP | $1 504 119 | 28 721 | 0,12% | Acciones |
| NISA INVESTMENT ADVISORS, LLC | $1 503 857 | 28 716 | 0,12% | Acciones |
| STATE OF WISCONSIN INVESTMENT BOARD | $1 481 443 | 28 288 | 0,11% | Acciones |
| S&T Bank/PA | $1 473 692 | 28 140 | 0,11% | Acciones |
| Chicago Capital, LLC | $1 395 503 | 26 647 | 0,11% | Acciones |
| Aquatic Capital Management LLC | $1 261 174 | 24 082 | 0,10% | Acciones |
| Amundi | $1 220 483 | 23 305 | 0,09% | Acciones |
| MIROVA | $1 214 513 | 23 191 | 0,09% | Acciones |
| GREAT LAKES ADVISORS, LLC | $1 183 876 | 22 606 | 0,09% | Acciones |
| MetLife Investment Management, LLC | $1 139 100 | 21 751 | 0,09% | Acciones |
| Illinois Municipal Retirement Fund | $1 074 632 | 20 520 | 0,08% | Acciones |
| RITHOLTZ WEALTH MANAGEMENT | $1 060 911 | 20 258 | 0,08% | Acciones |
| Marex Group Ltd | $1 047 400 | 20 000 | 0,08% | Acciones |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $1 047 400 | 20 000 | 0,08% | Acciones |
| Gotham Asset Management, LLC | $979 528 | 18 704 | 0,08% | Acciones |
| CWM, LLC | $869 747 | 20 728 | 0,07% | Acciones |
| &PARTNERS | $844 833 | 1 942 | 0,07% | Acciones |
| Louisiana State Employees Retirement System | $843 157 | 16 100 | 0,07% | Acciones |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $837 658 | 15 995 | 0,06% | Acciones |
| State of Tennessee, Department of Treasury | $820 796 | 15 673 | 0,06% | Acciones |
| Jain Global LLC | $820 638 | 15 670 | 0,06% | Acciones |
| JANE STREET GROUP, LLC | $806 498 | 15 400 | 0,06% | Opción de compra |
| PRELUDE CAPITAL MANAGEMENT, LLC | $777 904 | 14 854 | 0,06% | Acciones |
| CHOREO, LLC | $761 523 | 14 542 | 0,06% | Acciones |
Informantes de la empresa 27 insiders · 10 directivos · 16 consejeros
| Insider | Rol | Última actividad | Acciones en propiedad | Compras 12m | Ventas 12m | Neto 12m |
|---|---|---|---|---|---|---|
| Vivek Shah | Chief Executive Officer | 11 de marzo de 2026 A | 360 282 | 0 | 0 | $0 |
| Nehemia Zucker | Chief Executive Officer | 29 de diciembre de 2017 F | 149 642 | 0 | 0 | $0 |
| Bret Richter | Chief Financial Officer | 10 de junio de 2026 S | 29 244 | 0 | 1 | $-843 840 |
| Scott R Turicchi | President and CFO | 8 de septiembre de 2021 M | 234 891 | 0 | 0 | $0 |
| Kathleen Griggs | Chief Financial Officer | 6 de agosto de 2014 S | 28 061 | 0 | 0 | $0 |
| Scott M Jarus | Co-President | 9 de septiembre de 2005 M | 1 854 | 0 | 0 | $0 |
| Layth Taki | Chief Accounting Officer | 8 de marzo de 2024 M | 3 341 | 0 | 0 | $0 |
| Steve P. Dunn | Chief Accounting Officer | 21 de noviembre de 2022 F | 224 | 0 | 0 | $0 |
| Jeffrey Daniel Adelman | VP/General Counsel | 15 de agosto de 2014 S | 25 991 | 0 | 0 | $0 |
| Greggory Kalvin | Chief Accounting Officer | 9 de mayo de 2007 M | 0 | 0 | 0 | $0 |
| Kirk P Mcdonald | Consejero | 8 de junio de 2026 S | 13 468 | 0 | 2 | $-50 150 |
| Jana Barsten | Consejero | 3 de junio de 2026 S | 12 513 | 0 | 1 | $-150 615 |
| Brian W Kretzmer | Consejero | 2 de junio de 2026 S | 22 513 | 0 | 1 | $-87 596 |
| Teresa A Harris | Consejero | 6 de mayo de 2026 A | 20 746 | 0 | 0 | $0 |
| Neville R Ray | Consejero | 6 de mayo de 2026 A | 14 569 | 0 | 0 | $0 |
| Sarah Ann Fay | Consejero | 6 de mayo de 2026 A | 31 522 | 1 | 0 | $49 949 |
| Scott C Taylor | Consejero | 6 de mayo de 2026 A | 22 161 | 0 | 0 | $0 |
| Jon Miller | Consejero | 10 de mayo de 2023 M | 168 659 | 0 | 0 | $0 |
| Richard Ressler | Consejero | 7 de mayo de 2022 M | 6 606 | 0 | 0 | $0 |
| Pamela Sutton-Wallace | Consejero | 30 de septiembre de 2021 M | 2 855 | 0 | 0 | $0 |
| Douglas Y Bech | Consejero | 7 de junio de 2021 G | 128 176 | 0 | 0 | $0 |
| Stephen Ross | Consejero | 7 de mayo de 2021 A | 17 865 | 0 | 0 | $0 |
| Robert J Cresci | Consejero | 7 de mayo de 2020 A | 92 626 | 0 | 0 | $0 |
| Michael Schulhof | Consejero | 7 de mayo de 2014 A | 28 887 | 0 | 0 | $0 |
| John Rieley | Consejero | 4 de agosto de 2011 M | 50 553 | 0 | 0 | $0 |
| Lori A. Tansley | — | 12 de agosto de 2026 S | 767 | 0 | 1 | $-76 664 |
| Jeremy Rossen | — | 10 de agosto de 2026 S | 10 643 | 0 | 3 | $-784 653 |
Informantes de las presentaciones SEC Form 3/4/5; neto = solo P/S de mercado abierto
Activistas y propietarios del %+ 5 2 tenencias
Inversores que presentaron el Anexo 13D de la SEC — propiedad beneficiosa superior al % 5 con la intención de influir en el emisor (participaciones activistas, campañas de la junta directiva, M&A). Cada fila muestra el estado conocido más reciente de la posición de ese declarante.
| Declarante | Presentado | Participación | Estado | Propósito | Presentación |
|---|---|---|---|---|---|
| Pale Fire Capital SICAV a.s., Pale Fire Capital investicni spolecnost a.s., Pale Fire Capital SE, Barta Jan, Senkypl Dusan | 3 de marzo de 2026 | 6,90% | Presentación inicial | Inversión pasiva | SEC |
| j2 Global, Inc. ×10 presentaciones | 21 de julio de 2016 | — | Presentación inicial | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Propiedad de ETFs Mantenido por 82 ETFs
El peso refleja solo las tenencias directas de acciones (N-PORT); los fondos apalancados o basados en derivados pueden tener exposición adicional a swaps no mostrada.
| Fondo | Ponderación | Unidades | A fecha de | Fuente |
|---|---|---|---|---|
| PSCU · Invesco Exchange-Traded Fund Trust … | 1,98% | 6 451 SH | 8 de agosto de 2026 | Diario |
| SIXS · EXCHANGE TRADED CONCEPTS TRUST | 1,19% | 33 476 NS | 31 de mayo de 2026 | N-PORT |
| MYLD · Cambria ETF Trust | 1,15% | 7 427 NS | 30 de abril de 2026 | N-PORT |
| SYLD · Cambria ETF Trust | 1,00% | 209 556 NS | 30 de abril de 2026 | N-PORT |
| RZV · Invesco Exchange-Traded Fund Trust | 0,81% | 46 033 SH | 8 de agosto de 2026 | Diario |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,65% | 26 039 NS | 30 de abril de 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,54% | 19 233 NS | 31 de mayo de 2026 | N-PORT |
| CAFG · Pacer Funds Trust | 0,47% | 2 310 NS | 30 de abril de 2026 | N-PORT |
| SCOW · Pacer Funds Trust | 0,46% | 154 NS | 30 de abril de 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,42% | 9 261 NS | 31 de mayo de 2026 | N-PORT |
| SVAL · iShares Trust | 0,42% | 17 206 SH | 8 de agosto de 2026 | Diario |
| CALF · Pacer Funds Trust | 0,38% | 285 323 NS | 30 de abril de 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,31% | 82 727 NS | 30 de abril de 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,30% | 10 212 NS | 30 de abril de 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,21% | 78 161 SH | 8 de agosto de 2026 | Diario |
| IJS · iShares Trust | 0,20% | 327 702 SH | 8 de agosto de 2026 | Diario |
| VFMF · VANGUARD WELLINGTON FUND | 0,18% | 24 049 SH | 8 de agosto de 2026 | Diario |
| FNDA · SCHWAB STRATEGIC TRUST | 0,17% | 339 776 NS | 31 de mayo de 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,15% | 40 913 NS | 30 de abril de 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,13% | 4 025 NS | 30 de abril de 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,13% | 217 087 NS | 30 de abril de 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,13% | 6 205 SH | 8 de agosto de 2026 | Diario |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,12% | 30 038 SH | 8 de agosto de 2026 | Diario |
| XJR · iShares Trust | 0,12% | 4 365 SH | 8 de agosto de 2026 | Diario |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,12% | 71 569 NS | 31 de mayo de 2026 | N-PORT |
| IWN · iShares Trust | 0,11% | 323 515 SH | 8 de agosto de 2026 | Diario |
| VOX · VANGUARD WORLD FUND | 0,11% | 121 807 SH | 8 de agosto de 2026 | Diario |
| FCOM · FIDELITY COVINGTON TRUST | 0,11% | 41 933 NS | 30 de abril de 2026 | N-PORT |
| IJR · iShares Trust | 0,10% | 2 248 540 SH | 8 de agosto de 2026 | Diario |
| EBIT · Harbor ETF Trust | 0,10% | 253 NS | 30 de abril de 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,10% | 39 416 SH | 8 de agosto de 2026 | Diario |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,10% | 128 406 SH | 8 de agosto de 2026 | Diario |
| DFAT · Dimensional ETF Trust | 0,09% | 283 342 NS | 30 de abril de 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 14 257 NS | 30 de abril de 2026 | N-PORT |
| SAA · ProShares Trust | 0,08% | 473 NS | 31 de mayo de 2026 | N-PORT |
| ESML · iShares Trust | 0,08% | 44 402 SH | 8 de agosto de 2026 | Diario |
| GSSC · Goldman Sachs ETF Trust | 0,07% | 15 221 NS | 31 de mayo de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,06% | 201 099 SH | 8 de agosto de 2026 | Diario |
| ISCV · iShares Trust | 0,06% | 7 733 SH | 8 de agosto de 2026 | Diario |
| IWM · iShares Trust | 0,06% | 881 924 SH | 8 de agosto de 2026 | Diario |
| RSSL · Global X Funds | 0,05% | 16 976 NS | 30 de abril de 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,05% | 17 269 SH | 8 de agosto de 2026 | Diario |
| VFVA · VANGUARD WELLINGTON FUND | 0,05% | 7 445 SH | 8 de agosto de 2026 | Diario |
| GINN · Goldman Sachs ETF Trust | 0,05% | 2 292 NS | 31 de mayo de 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,04% | 6 491 NS | 31 de mayo de 2026 | N-PORT |
| ITWO · ProShares Trust | 0,04% | 1 844 NS | 31 de mayo de 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,04% | 127 616 NS | 30 de abril de 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,04% | 535 230 SH | 8 de agosto de 2026 | Diario |
| SCHA · SCHWAB STRATEGIC TRUST | 0,04% | 190 050 NS | 31 de mayo de 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,03% | 196 801 NS | 31 de mayo de 2026 | N-PORT |