ZD Ziff Davis, Inc. - Common Stock
À propos de Ziff Davis, Inc. - Common Stock Présentation de l'entreprise depuis Wikipedia
J2 Global, Inc. was an American technology holding company based in Los Angeles, California. The company provided Internet services through two divisions: Business Cloud Services and Digital Media.
Lire la suite
J2 Global, Inc. was an American technology holding company based in Los Angeles, California. The company provided Internet services through two divisions: Business Cloud Services and Digital Media.
History
J2 Global was founded in December 1995 as JFax.com by Jaye Muller and Jack Rieley. The company changed its registered name to J2 Global Communications, Inc. in August 2000, and again to J2 Global on December 7, 2011, dropping "Communications" from its official name to reflect "…expansion from phone-number-centric services…into complementary lines of non-phone-number-centric services."
On November 12, 2012, J2 Global launched its digital media division with the acquisition of digital publisher Ziff Davis for $167 million in cash. On February 4, 2013, J2 Global acquired IGN Entertainment from News Corporation. Terms of the IGN acquisition were not publicized.
On March 18, 2013, the company announced it had acquired MetroFax, a Bellevue, Washington, provider of Internet faxing services. On April 17, 2013, the company acquired Backup Connect BV, a Dutch provider of online backup services. On 19 November 2013, its media division Ziff Davis announced it acquired electronics aggregating website TechBargain.com.
In February 2014, J2 Global announced the acquisition of several companies: City Numbers, a UK-based worldwide provider of inbound toll-free numbers in over 80 countries; Livedrive, a UK-based provider of online backup; and Australian companies OzeFax and Faxmate. On 3 April 2014 J2 Global announced that it acquired Business Critical Software (also known as iCritical), a UK-based email security and management company. In July 2019, J2 Global acquired the SaferVPN brand, bringing its total number of consumer VPN services to five.
In April 2021, J2 Global announced its intent to spin off part of its cloud services business as a new publicly traded company known as Consensus, with the remainder of the company (consisting primarily of its media assets) being retained under the J2 Global name. It was later announced that J2 Global would be renamed Ziff Davis Inc. upon its completion of the spin-off: the transaction was approved by J2 Global's board in September 2021.
Brands and subsidiaries
The company operates two divisions; the "Business Cloud Services" division includes firms such as 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, Moz, MetroFax, FoneBox, TrustFax, RapidFax, Send2Fax, SFax, SRFax, and Fax.com. The company's digital media division, Ziff Davis, includes brands such as Mashable, PCMag, IGN and Everyday Health.
MyFax
MyFax is an Internet business communication tool launched by the Ottawa-based software company Protus IP Solutions in 2009.
An alternative to fax machines, it enables users to send and receive faxes from any location through the internet, as well as directly from Microsoft Office, Microsoft Outlook, and Microsoft Windows-based applications including Google Docs, OpenOffice.org, and Intuit QuickBooks. A program was released that allows for iPhone and BlackBerry applications to be fully compatible with smartphones.
Before its acquisition by J2 Global, MyFax had received a few favorable reviews including an Internet Telephony magazine product of the year for 2009.
On December 6, 2010, MyFax announced that it had been acquired by J2 Global Communications, Inc., owners of eFax, which subsequently imposed restrictive terms and conditions on the client's right to local number portability. Among the restrictions is a $40 US charge per number if J2 permits the number to be ported out; the company imposes many arbitrary restrictions on portability and has attempted to claim the numbers as its own property, in some cases imposing inflated penalties and unilaterally taking numbers back after they've been ported to another provider by clients.
StrongVPN
StrongVPN is a commercial VPN service owned by J2 Global. It was founded in 2005, and is one of the oldest VPN services. It supports various protocols, including IPsec, OpenVPN and WireGuard. It was acquired by J2 Global in 2019 from its former owner StackPath.
ZDNet described StrongVPN as "a clear and easy-to-use VPN ideal for coffee shop use". Meanwhile, Tom's Hardware considered it strong and simple but noted the lack of information on its no-log policy. PC World considered it "a good VPN for most people".
StrongVPN has not directly answered questions about logging, but they are able to match an IP address to a customer.
Awards
2012, InformationWeek 500 list of technology companies.
2013, ranked number 39 in Forbes' list of "America's Best Small Companies".
Litigation
J2 Global has filed patent litigation cases against several companies, including CallWave, Comodo, EasyLink Services International Corporation, OpenText, Packetel, Protus, Venali and Zayo Group. Some of the companies filed counterclaims, some of which alleged antitrust violations of Section 2 of the Sherman Act and California's Business and Professions Code §§ 16720 and 17200.
Source : Wikipedia (Anglais), CC BY-SA 4.0 · Voir sur Wikipedia ↗
ZD Aperçu de l'action Prix, capitalisation boursière, P/E, EPS, ROE, dette/capitaux propres, fourchette sur 52 semaines
ZD Graphique du cours de l'action OHLCV quotidien avec indicateurs techniques — panoramique, zoom et personnalisez votre vue
Performance sur 10 ans Tendances du chiffre d'affaires, du bénéfice net, des marges et du BPA
Valorisation Ratios P/E, P/S, P/B, EV/EBITDA — l'action est-elle chère ou bon marché ?
Rentabilité Marges brutes, d'exploitation et nettes ; ROE, ROA, ROIC
Santé financière Dette, liquidité, solvabilité — solidité du bilan
Croissance Croissance du chiffre d'affaires, du BPA et du bénéfice net : Année/Année, TCAC 3 ans, TCAC 5 ans
Efficacité du capital Rotation des actifs, rotation des stocks, rotation des créances
Dividendes Rendement, ratio de distribution, historique des dividendes, CAGR à 5 ans
| Date ex-dividende | Montant |
|---|---|
| 17 mai 2019 | $0,3957 |
| 22 février 2019 | $0,3870 |
| 16 novembre 2018 | $0,3783 |
| 17 août 2018 | $0,3696 |
| 17 mai 2018 | $0,3609 |
| 21 février 2018 | $0,3522 |
| 16 novembre 2017 | $0,3435 |
| 10 août 2017 | $0,3348 |
| 17 mai 2017 | $0,3261 |
| 17 février 2017 | $0,3174 |
| 16 novembre 2016 | $0,3087 |
| 15 août 2016 | $0,3000 |
| 16 mai 2016 | $0,2913 |
| 19 février 2016 | $0,2826 |
| 13 novembre 2015 | $0,2739 |
| 13 août 2015 | $0,2678 |
| 15 mai 2015 | $0,2609 |
| 19 février 2015 | $0,2548 |
| 13 novembre 2014 | $0,2478 |
| 14 août 2014 | $0,2417 |
ZD Consensus des analystes Opinions des analystes haussières et baissières, objectif de cours à 12 mois, potentiel de hausse
- Achat fort 3 23,1%
- Achat 7 53,8%
- Conserver 3 23,1%
- Vente 0 0,0%
- Vente forte 0 0,0%
Objectif de cours à 12 mois
5 analystes · 2026-08-21Historique des bénéfices BPA réel vs estimation, surprise %, taux de succès, prochaine date de publication des résultats
| Période | EPS Actual | BPA est. | Surprise |
|---|---|---|---|
| 30 juin 2026 | $1.03 | $0.89 | 0.14% |
| 31 mars 2026 | $0.73 | $0.87 | -0.14% |
| 31 décembre 2025 | $2.56 | $2.79 | -0.23% |
| 30 septembre 2025 | $1.76 | $1.84 | -0.08% |
| 30 juin 2025 | $1.24 | $1.22 | 0.02% |
| 31 mars 2025 | $1.14 | $1.28 | -0.14% |
Comparaison des pairs (sous-secteur GICS) Indicateurs clés par rapport aux pairs du secteur
| Ticker | Capitalisation Boursière | P/E | Revenus Année/Année | Marge Nette | ROE | Marge Brute |
|---|---|---|---|---|---|---|
| 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% | — |
| WBTN | $1.70B | -4.9 | 2.5% | -25.0% | -26.2% | — |
| QNST | $920M | 201.2 | 78.3% | 0.43% | 2.0% | 10.1% |
| TRIP | $1.67B | 47.0 | 3.0% | 2.1% | 6.3% | — |
| FUBO | $5.13B | -28.0 | 18.6% | -10.6% | -31.6% | — |
Fondamentaux complets Tous les indicateurs par an — compte de résultat, bilan, flux de trésorerie
Compte de résultat 17
| Métrique | Tendance | 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 |
Bilan 28
| Métrique | Tendance | 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 |
Flux de trésorerie 18
| Métrique | Tendance | 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 |
Rentabilité 8
| Métrique | Tendance | 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% |
Liquidité et Solvabilité 5
| Métrique | Tendance | 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 |
Efficacité 2
| Métrique | Tendance | 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 |
Taux de croissance 9
| Métrique | Tendance | 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% | · | · | · | · | · | · | · | · | · | · | · |
Valorisation (TTM) 17
| Métrique | Tendance | 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 |
Compte de résultat 16
| Métrique | Tendance | 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 |
Bilan 28
| Métrique | Tendance | 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 |
Flux de trésorerie 15
| Métrique | Tendance | 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 | · | · |
Rentabilité 8
| Métrique | Tendance | 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% |
Liquidité et Solvabilité 4
| Métrique | Tendance | 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 |
Efficacité 2
| Métrique | Tendance | 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 |
Valorisation (TTM) 14
| Métrique | Tendance | 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% |
États financiers Compte de résultat, bilan, flux de trésorerie — annuel, sur les 5 dernières années
Compte de résultat
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Revenu | $1.45B | $1.40B | $1.36B | $1.39B | $1.42B |
| Marge Brute % | — | — | — | — | 86.7% |
| Marge d'exploitation % | 12.6% | 8.1% | 9.7% | 14.3% | 11.8% |
| Résultat net | $47M | $63M | $42M | $64M | $497M |
| BPA dilué | $1.15 | $1.42 | $0.89 | $1.36 | $10.37 |
Bilan
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Dette / Capitaux propres | 0.5 | 0.5 | 0.5 | 0.5 | 0.6 |
| Ratio de liquidité | 1.3 | 1.4 | 2.8 | 2.5 | 2.6 |
| Ratio de liquidité réduite | 1.2 | 1.3 | 2.6 | 2.3 | 2.5 |
Flux de trésorerie
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Flux de trésorerie libre | $288M | $284M | $211M | $230M | $403M |
Dernières actualités Actualités récentes mentionnant cette entreprise
- Pale Fire Capital ajoute à sa participation dans Ziff Davis, une valeur de 117 millions de dollars, selon un dépôt récent de la SEC.
- Pourquoi un fonds a ouvert une position de 9 millions de dollars dans Ziff Davis malgré une vente majeure de l'entreprise
- Ziff Davis (ZD) a Gagné grâce à la Cession d'Entreprise
Mes métriques Votre watchlist personnelle — lignes sélectionnées de Fondamentaux Complets
Choisissez les indicateurs qui vous importent — cliquez sur le ➕ à côté de n'importe quelle ligne dans Fondamentaux Complets ci-dessus.
Votre sélection est enregistrée et vous suit sur tous les tickers.
Détenteurs institutionnels (13F) 289 déclarants · $1.3B total · Au 30 juin 2026
Institutions qui déclarent détenir cette action dans leur Formulaire SEC 13F trimestriel. Uniquement les positions longues ; un même déclarant peut apparaître deux fois pour des jambes d'options distinctes. Les jambes put/call compensatoires importantes reflètent généralement la tenue de marché ou un inventaire couvert, pas une conviction directionnelle.
| Nouvelles positions | Positions clôturées | Augmenté | Diminué | Variation nette des actions |
|---|---|---|---|---|
| 48 (-5 vs T. préc.) | 45 (+3 vs T. préc.) | 66 (-10 vs T. préc.) | 104 (-2 vs T. préc.) | -71K |
Comparé à Q1 2026. Les dépôts de formulaire 13F de la SEC sont dus dans les 45 jours suivant la fin du trimestre, plus une courte période tampon pour les déposants tardifs — les trimestres encore dans cette fenêtre sont ignorés au profit de la paire la plus récente entièrement déclarée.
| Institution | Valeur | Actions | % de 13F suivies | Type |
|---|---|---|---|---|
| Pale Fire Capital SE | $139 333 213 | 2 660 554 | 10,74% | Actions |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $114 736 019 | 2 190 873 | 8,85% | Actions |
| DIMENSIONAL FUND ADVISORS LP | $111 535 741 | 2 129 764 | 8,60% | Actions |
| VANGUARD CAPITAL MANAGEMENT LLC | $86 751 219 | 1 656 506 | 6,69% | Actions |
| STATE STREET CORP | $84 700 567 | 1 617 349 | 6,53% | Actions |
| FIRST TRUST ADVISORS LP | $53 037 141 | 1 012 739 | 4,09% | Actions |
| GEODE CAPITAL MANAGEMENT, LLC | $43 531 136 | 831 058 | 3,36% | Actions |
| RICE HALL JAMES & ASSOCIATES, LLC | $43 021 746 | 821 496 | 3,32% | Actions |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $39 112 430 | 746 848 | 3,02% | Actions |
| AMERICAN CENTURY COMPANIES INC | $35 139 170 | 670 979 | 2,71% | Actions |
| Varde Management, L.P. | $32 680 346 | 624 028 | 2,52% | Actions |
| CastleKnight Management LP | $31 225 822 | 596 254 | 2,41% | Actions |
| D. E. Shaw & Co., Inc. | $31 052 058 | 592 936 | 2,39% | Actions |
| BRAVE ASSET MANAGEMENT INC | $24 628 668 | 470 282 | 1,90% | Actions |
| Allianz Asset Management GmbH | $23 846 784 | 455 352 | 1,84% | Actions |
| GOLDMAN SACHS GROUP INC | $23 839 348 | 455 210 | 1,84% | Actions |
| CDAM (UK) Ltd | $23 749 900 | 453 502 | 1,83% | Actions |
| Whitefort Capital Management, LP | $21 911 032 | 418 389 | 1,69% | Actions |
| GLENMEDE TRUST CO NA | $13 949 377 | 266 362 | 1,08% | Actions |
| MONIMUS CAPITAL MANAGEMENT, LP | $13 172 469 | 251 527 | 1,02% | Actions |
| Converium Capital Inc. | $13 092 500 | 250 000 | 1,01% | Actions |
| VANGUARD FIDUCIARY TRUST CO | $12 753 195 | 243 521 | 0,98% | Actions |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $12 738 217 | 243 235 | 0,98% | Actions |
| Glenmede Investment Management, LP | $12 548 920 | 329 368 | 0,97% | Actions |
| Cambria Investment Management, L.P. | $11 614 252 | 221 773 | 0,90% | Actions |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $10 275 884 | 196 217 | 0,79% | Actions |
| VANGUARD GROUP INC | $8 911 685 | 253 533 | 0,69% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $8 421 096 | 160 800 | 0,65% | Option d'achat |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $7 577 154 | 144 685 | 0,58% | Actions |
| VICTORY CAPITAL MANAGEMENT INC | $7 259 739 | 138 624 | 0,56% | Actions |
| Quantinno Capital Management LP | $6 936 406 | 132 450 | 0,53% | Actions |
| Nuveen Asset Management, LLC | $6 763 482 | 124 466 | 0,52% | Actions |
| Public Sector Pension Investment Board | $6 625 486 | 126 513 | 0,51% | Actions |
| BANK OF AMERICA CORP /DE/ | $5 720 585 | 109 234 | 0,44% | Actions |
| Verition Fund Management LLC | $5 519 798 | 105 400 | 0,43% | Option d'achat |
| Edgestream Partners, L.P. | $5 379 551 | 102 722 | 0,41% | Actions |
| CastleKnight Management LP | $5 237 000 | 100 000 | 0,40% | Option d'achat |
| RHUMBLINE ADVISERS | $4 963 083 | 94 770 | 0,38% | Actions |
| JANUS HENDERSON GROUP PLC | $4 487 370 | 106 944 | 0,35% | Actions |
| CITADEL ADVISORS LLC | $3 980 120 | 76 000 | 0,31% | Option d'achat |
| Vanguard Global Advisers, LLC | $3 946 708 | 75 362 | 0,30% | Actions |
| HUSSMAN STRATEGIC ADVISORS, INC. | $3 849 195 | 73 500 | 0,30% | Actions |
| Swiss National Bank | $3 578 494 | 68 331 | 0,28% | Actions |
| Beartown Capital Management, LLC | $3 404 050 | 65 000 | 0,26% | Actions |
| AQR CAPITAL MANAGEMENT LLC | $3 392 641 | 64 782 | 0,26% | Actions |
| CLARK ESTATES INC/NY | $3 269 197 | 62 425 | 0,25% | Actions |
| AMERIPRISE FINANCIAL INC | $3 138 743 | 59 934 | 0,24% | Actions |
| Corient Private Wealth LP | $2 977 971 | 56 864 | 0,23% | Actions |
| Legal & General Group Plc | $2 947 907 | 56 290 | 0,23% | Actions |
| CITADEL ADVISORS LLC | $2 945 132 | 56 237 | 0,23% | Actions |
| Susquehanna Portfolio Strategies, LLC | $2 899 465 | 55 365 | 0,22% | Actions |
| Russell Investments Group, Ltd. | $2 781 946 | 53 121 | 0,21% | Actions |
| Miller Value Partners, LLC | $2 650 027 | 50 602 | 0,20% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 624 942 | 50 123 | 0,20% | Actions |
| ROYCE & ASSOCIATES LP | $2 562 831 | 48 937 | 0,20% | Actions |
| MILLENNIUM MANAGEMENT LLC | $2 533 503 | 48 377 | 0,20% | Actions |
| ACR Alpine Capital Research, LLC | $2 444 108 | 46 670 | 0,19% | Actions |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $2 436 156 | 58 059 | 0,19% | Actions |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $2 392 471 | 45 684 | 0,18% | Actions |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | $2 386 134 | 45 563 | 0,18% | Actions |
| CITADEL ADVISORS LLC | $2 377 598 | 45 400 | 0,18% | Option de vente |
| PRUDENTIAL FINANCIAL INC | $2 333 136 | 44 551 | 0,18% | Actions |
| FRANKLIN RESOURCES INC | $2 221 745 | 42 424 | 0,17% | Actions |
| Aldebaran Capital, LLC | $2 156 178 | 41 172 | 0,17% | Actions |
| Balyasny Asset Management L.P. | $2 134 235 | 40 753 | 0,16% | Actions |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $2 100 000 | 40 100 | 0,16% | Actions |
| Cresset Asset Management, LLC | $2 090 610 | 39 920 | 0,16% | Actions |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2 052 904 | 39 200 | 0,16% | Option de vente |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1 945 601 | 46 368 | 0,15% | Actions |
| ALLIANCEBERNSTEIN L.P. | $1 930 286 | 46 003 | 0,15% | Actions |
| EXCHANGE TRADED CONCEPTS, LLC | $1 771 782 | 33 832 | 0,14% | Actions |
| VANGUARD ASSET MANAGEMENT, Ltd | $1 737 637 | 33 180 | 0,13% | Actions |
| ENVESTNET ASSET MANAGEMENT INC | $1 709 171 | 32 636 | 0,13% | Actions |
| XTX Topco Ltd | $1 511 346 | 28 859 | 0,12% | Actions |
| Verition Fund Management LLC | $1 508 675 | 28 808 | 0,12% | Actions |
| BlackRock, Inc. | $1 506 580 | 28 768 | 0,12% | Actions |
| FIFTH THIRD BANCORP | $1 504 119 | 28 721 | 0,12% | Actions |
| NISA INVESTMENT ADVISORS, LLC | $1 503 857 | 28 716 | 0,12% | Actions |
| STATE OF WISCONSIN INVESTMENT BOARD | $1 481 443 | 28 288 | 0,11% | Actions |
| S&T Bank/PA | $1 473 692 | 28 140 | 0,11% | Actions |
| Chicago Capital, LLC | $1 395 503 | 26 647 | 0,11% | Actions |
| Aquatic Capital Management LLC | $1 261 174 | 24 082 | 0,10% | Actions |
| Amundi | $1 220 483 | 23 305 | 0,09% | Actions |
| MIROVA | $1 214 513 | 23 191 | 0,09% | Actions |
| GREAT LAKES ADVISORS, LLC | $1 183 876 | 22 606 | 0,09% | Actions |
| MetLife Investment Management, LLC | $1 139 100 | 21 751 | 0,09% | Actions |
| Illinois Municipal Retirement Fund | $1 074 632 | 20 520 | 0,08% | Actions |
| RITHOLTZ WEALTH MANAGEMENT | $1 060 911 | 20 258 | 0,08% | Actions |
| Marex Group Ltd | $1 047 400 | 20 000 | 0,08% | Actions |
| CORSAIR CAPITAL MANAGEMENT, L.P. | $1 047 400 | 20 000 | 0,08% | Actions |
| Gotham Asset Management, LLC | $979 528 | 18 704 | 0,08% | Actions |
| CWM, LLC | $869 747 | 20 728 | 0,07% | Actions |
| &PARTNERS | $844 833 | 1 942 | 0,07% | Actions |
| Louisiana State Employees Retirement System | $843 157 | 16 100 | 0,07% | Actions |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $837 658 | 15 995 | 0,06% | Actions |
| State of Tennessee, Department of Treasury | $820 796 | 15 673 | 0,06% | Actions |
| Jain Global LLC | $820 638 | 15 670 | 0,06% | Actions |
| JANE STREET GROUP, LLC | $806 498 | 15 400 | 0,06% | Option d'achat |
| PRELUDE CAPITAL MANAGEMENT, LLC | $777 904 | 14 854 | 0,06% | Actions |
| CHOREO, LLC | $761 523 | 14 542 | 0,06% | Actions |
Initiés de la société 27 initiés · 10 dirigeants · 16 administrateurs
| Dirigeant | Rôle | Dernière activité | Actions détenues | Achats 12m | Ventes 12m | Net 12m |
|---|---|---|---|---|---|---|
| Vivek Shah | Chief Executive Officer | 11 mars 2026 A | 360 282 | 0 | 0 | $0 |
| Nehemia Zucker | Chief Executive Officer | 29 décembre 2017 F | 149 642 | 0 | 0 | $0 |
| Bret Richter | Chief Financial Officer | 10 juin 2026 S | 29 244 | 0 | 1 | $-843 840 |
| Scott R Turicchi | President and CFO | 8 septembre 2021 M | 234 891 | 0 | 0 | $0 |
| Kathleen Griggs | Chief Financial Officer | 6 août 2014 S | 28 061 | 0 | 0 | $0 |
| Scott M Jarus | Co-President | 9 septembre 2005 M | 1 854 | 0 | 0 | $0 |
| Layth Taki | Chief Accounting Officer | 8 mars 2024 M | 3 341 | 0 | 0 | $0 |
| Steve P. Dunn | Chief Accounting Officer | 21 novembre 2022 F | 224 | 0 | 0 | $0 |
| Jeffrey Daniel Adelman | VP/General Counsel | 15 août 2014 S | 25 991 | 0 | 0 | $0 |
| Greggory Kalvin | Chief Accounting Officer | 9 mai 2007 M | 0 | 0 | 0 | $0 |
| Brian W Kretzmer | Administrateur | 18 août 2026 S | 20 000 | 0 | 2 | $-226 590 |
| Kirk P Mcdonald | Administrateur | 8 juin 2026 S | 13 468 | 0 | 2 | $-50 150 |
| Jana Barsten | Administrateur | 3 juin 2026 S | 12 513 | 0 | 1 | $-150 615 |
| Teresa A Harris | Administrateur | 6 mai 2026 A | 20 746 | 0 | 0 | $0 |
| Neville R Ray | Administrateur | 6 mai 2026 A | 14 569 | 0 | 0 | $0 |
| Sarah Ann Fay | Administrateur | 6 mai 2026 A | 31 522 | 1 | 0 | $49 949 |
| Scott C Taylor | Administrateur | 6 mai 2026 A | 22 161 | 0 | 0 | $0 |
| Jon Miller | Administrateur | 10 mai 2023 M | 168 659 | 0 | 0 | $0 |
| Richard Ressler | Administrateur | 7 mai 2022 M | 6 606 | 0 | 0 | $0 |
| Pamela Sutton-Wallace | Administrateur | 30 septembre 2021 M | 2 855 | 0 | 0 | $0 |
| Douglas Y Bech | Administrateur | 7 juin 2021 G | 128 176 | 0 | 0 | $0 |
| Stephen Ross | Administrateur | 7 mai 2021 A | 17 865 | 0 | 0 | $0 |
| Robert J Cresci | Administrateur | 7 mai 2020 A | 92 626 | 0 | 0 | $0 |
| Michael Schulhof | Administrateur | 7 mai 2014 A | 28 887 | 0 | 0 | $0 |
| John Rieley | Administrateur | 4 août 2011 M | 50 553 | 0 | 0 | $0 |
| Lori A. Tansley | — | 12 août 2026 S | 767 | 0 | 1 | $-76 664 |
| Jeremy Rossen | — | 10 août 2026 S | 10 643 | 0 | 3 | $-784 653 |
Initiés issus des déclarations SEC Form 3/4/5 ; net = uniquement P/S de marché
Activistes et détenteurs de 5%+ 2 participations
Investisseurs ayant déposé un Schedule 13D auprès de la SEC — détention effective supérieure à 5% avec l'intention d'influencer l'émetteur (participations activistes, campagnes pour le conseil d'administration, fusions-acquisitions). Chaque ligne montre le dernier état connu de la position du déposant.
| Déclarant | Déposé | Participation | Statut | Objectif | Dépôt |
|---|---|---|---|---|---|
| Pale Fire Capital SICAV a.s., Pale Fire Capital investicni spolecnost a.s., Pale Fire Capital SE, Barta Jan, Senkypl Dusan | 3 mars 2026 | 6,90% | Dépôt initial | Investissement passif | SEC |
| j2 Global, Inc. ×10 dépôts | 21 juillet 2016 | — | Dépôt initial | — | 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.
Détention d'ETF Détenu par 83 ETFs
Le poids reflète uniquement les participations directes en actions (N-PORT) ; les fonds à effet de levier ou basés sur des dérivés peuvent détenir une exposition supplémentaire aux swaps non indiquée.
| Fonds | Poids | Unités | Au | Source |
|---|---|---|---|---|
| PSCU · Invesco Exchange-Traded Fund Trust … | 2,02% | 6 212 SH | 20 août 2026 | Quotidien |
| SIXS · EXCHANGE TRADED CONCEPTS TRUST | 1,19% | 33 476 NS | 31 mai 2026 | N-PORT |
| MYLD · Cambria ETF Trust | 1,15% | 7 427 NS | 30 avril 2026 | N-PORT |
| SYLD · Cambria ETF Trust | 1,00% | 209 556 NS | 30 avril 2026 | N-PORT |
| RZV · Invesco Exchange-Traded Fund Trust | 0,84% | 46 033 SH | 20 août 2026 | Quotidien |
| FYT · First Trust Exchange-Traded AlphaDE… | 0,65% | 26 039 NS | 30 avril 2026 | N-PORT |
| AFMC · First Trust Exchange-Traded Fund VI… | 0,54% | 19 233 NS | 31 mai 2026 | N-PORT |
| CAFG · Pacer Funds Trust | 0,47% | 2 310 NS | 30 avril 2026 | N-PORT |
| SCOW · Pacer Funds Trust | 0,46% | 154 NS | 30 avril 2026 | N-PORT |
| AFSM · First Trust Exchange-Traded Fund VI… | 0,42% | 9 261 NS | 31 mai 2026 | N-PORT |
| CALF · Pacer Funds Trust | 0,38% | 285 323 NS | 30 avril 2026 | N-PORT |
| FYX · First Trust Exchange-Traded AlphaDE… | 0,31% | 82 727 NS | 30 avril 2026 | N-PORT |
| HAPS · Harbor ETF Trust | 0,30% | 10 212 NS | 30 avril 2026 | N-PORT |
| PSC · Principal Exchange-Traded Funds | 0,28% | 122 301 NS | 30 juin 2026 | N-PORT |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,21% | 78 161 SH | 19 août 2026 | Quotidien |
| VFMF · VANGUARD WELLINGTON FUND | 0,18% | 24 049 SH | 19 août 2026 | Quotidien |
| FNDA · SCHWAB STRATEGIC TRUST | 0,17% | 339 776 NS | 31 mai 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0,15% | 40 913 NS | 30 avril 2026 | N-PORT |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,14% | 6 205 SH | 20 août 2026 | Quotidien |
| FAB · First Trust Exchange-Traded AlphaDE… | 0,13% | 4 025 NS | 30 avril 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0,13% | 217 087 NS | 30 avril 2026 | N-PORT |
| IWN · iShares Trust | 0,12% | 324 511 SH | 20 août 2026 | Quotidien |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0,12% | 30 038 SH | 19 août 2026 | Quotidien |
| AVSC · AMERICAN CENTURY ETF TRUST | 0,12% | 71 569 NS | 31 mai 2026 | N-PORT |
| VOX · VANGUARD WORLD FUND | 0,11% | 121 807 SH | 19 août 2026 | Quotidien |
| FCOM · FIDELITY COVINGTON TRUST | 0,11% | 41 933 NS | 30 avril 2026 | N-PORT |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,10% | 39 428 SH | 20 août 2026 | Quotidien |
| EBIT · Harbor ETF Trust | 0,10% | 253 NS | 30 avril 2026 | N-PORT |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,10% | 128 406 SH | 19 août 2026 | Quotidien |
| DFAT · Dimensional ETF Trust | 0,09% | 283 342 NS | 30 avril 2026 | N-PORT |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,09% | 14 257 NS | 30 avril 2026 | N-PORT |
| ESML · iShares Trust | 0,08% | 44 721 SH | 20 août 2026 | Quotidien |
| SAA · ProShares Trust | 0,08% | 473 NS | 31 mai 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0,07% | 15 221 NS | 31 mai 2026 | N-PORT |
| ISCV · iShares Trust | 0,06% | 7 733 SH | 19 août 2026 | Quotidien |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,06% | 201 099 SH | 19 août 2026 | Quotidien |
| IWM · iShares Trust | 0,06% | 889 911 SH | 20 août 2026 | Quotidien |
| RSSL · Global X Funds | 0,05% | 16 976 NS | 30 avril 2026 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0,05% | 17 209 SH | 20 août 2026 | Quotidien |
| VFVA · VANGUARD WELLINGTON FUND | 0,05% | 7 445 SH | 19 août 2026 | Quotidien |
| GINN · Goldman Sachs ETF Trust | 0,05% | 2 292 NS | 31 mai 2026 | N-PORT |
| EBI · RBB Fund Trust | 0,04% | 6 491 NS | 31 mai 2026 | N-PORT |
| ITWO · ProShares Trust | 0,04% | 1 844 NS | 31 mai 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0,04% | 127 616 NS | 30 avril 2026 | N-PORT |
| VBR · VANGUARD INDEX FUNDS | 0,04% | 535 230 SH | 19 août 2026 | Quotidien |
| SCHA · SCHWAB STRATEGIC TRUST | 0,04% | 190 050 NS | 31 mai 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0,03% | 196 801 NS | 31 mai 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0,03% | 2 651 NS | 30 avril 2026 | N-PORT |
| ISCB · iShares Trust | 0,03% | 1 549 SH | 19 août 2026 | Quotidien |
| UWM · ProShares Trust | 0,03% | 1 442 NS | 31 mai 2026 | N-PORT |