MELI MercadoLibre, Inc. - Common Stock
NASDAQ · Retail · Visualizza su SEC EDGAR ↗ chiudi Ott 6, 2026 10-K/10-Q Ago 6, 2026MELI Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane
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Informazioni su MercadoLibre, Inc. - Common Stock Panoramica della società da Wikipedia
Mercado Libre, Inc. è una società argentina con sede a Montevideo, Uruguay, incorporata negli Stati Uniti che gestisce mercati online dedicati all'e-commerce e alle aste online, tra cui mercadolibre.com.
Nel 2016, Mercado Libre aveva 174,2 milioni di utenti in America Latina, la società opera in Argentina, Bolivia, Brasile, Cile, Colombia, Costa Rica, Repubblica Dominicana, Messico, Spagna, Ecuador, Guatemala, Honduras, Perù, Panama, Uruguay e Venezuela.
Storia
Mercado Libre è stata fondata nel 1999 in Argentina. Il fondatore e CEO Marcos Galperin ha fondato l'azienda mentre frequentava la Stanford University
Nel settembre 2001, eBay ha acquistato una partecipazione del 19,5% nella società eBay ha venduto la sua partecipazione in Mercado Libre nel 2016, ma le società continuano a collaborare per espandere i venditori eBay in America Latina.
Nell'agosto 2007, Mercado Libre è diventata la prima azienda tecnologica latinoamericana ad essere quotata al NASDAQ.
Nel 2016, Mercado Libre ha trasferito la sua sede centrale brasiliana in nuovi uffici a San Paolo, in Brasile.
Nel 2019, Mercado Libre ha aperto i suoi primi centri di distribuzione in Argentina, Brasile e Messico.
Nel marzo 2020, Mercado Libre ha annunciato i suoi nuovi centri di distribuzione in Cile e Colombia.
Operazioni
Il MarketPlace di Mercado Libre è una piattaforma progettata per abbinare acquirenti e venditori. I clienti fanno offerte per gli articoli o pagano un prezzo fisso per i prodotti offerti. Gli articoli vengono consegnati dopo il pagamento e gli utenti possono fornire un feedback. 3000 negozi o marchi ufficiali collaborano con Mercado Libre.
Fonte: Wikipedia, CC BY-SA 4.0 · Vedi su Wikipedia ↗
Performance decennale Andamento di ricavi, utile netto, margini e EPS
Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?
| Metrica | Tendenza 5 anni | MELI | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| P/E (TTM) | 50.5media 5 anni ≈214.6 | ≈214.6 | · | · | |
| P/S (TTM) | 2.7media 5 anni ≈5.3 | ≈5.3 | · | · | |
| P/B (MRQ) | 12.0media 5 anni ≈25.7 | ≈25.7 | · | · | |
| Prezzo / FCF (TTM) | 7.6media 5 anni ≈45.9 | ≈45.9 | · | · | |
| Prezzo / Flusso di cassa (TTM) | 6.8media 5 anni ≈23.9 | ≈23.9 | · | · | |
| Prezzo / Valore contabile tangibile (MRQ) | 12.1media 5 anni ≈28.1 | ≈28.1 | · | · |
La mediana dei peer viene calcolata su base standardizzata per metrica e potrebbe non corrispondere sempre alla base TTM/MRQ mostrata per questo titolo.
Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC
| Metrica | Tendenza 5 anni | MELI | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Margine lordo (TTM) | 42.7%media 5 anni ≈46.4% | ≈46.4% | · | · | |
| Margine Operativo (TTM) | 8.3%media 5 anni ≈10.5% | ≈10.5% | · | · | |
| EBITDA Margin (Margine EBITDA) | 11.1%media 5 anni ≈10.5% | ≈10.5% | · | · | |
| Margine ante imposte (TTM) | 7.4%media 5 anni ≈8.6% | ≈8.6% | · | · | |
| Margine di Profitto Netto (TTM) | 5.3%media 5 anni ≈5.7% | ≈5.7% | · | · | |
| ROA (TTM) | 4.4%media 5 anni ≈5.2% | ≈5.2% | · | · | |
| ROE (TTM) | 27.5%media 5 anni ≈29.9% | ≈29.9% | · | · | |
| ROIC | 33.3%media 5 anni ≈32.9% | ≈32.9% | · | · |
Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio
| Metrica | Tendenza 5 anni | MELI | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Rapporto corrente (MRQ) | 1.1media 5 anni ≈1.3 | ≈1.3 | · | · | |
| Quick Ratio (MRQ) | 0.2media 5 anni ≈0.5 | ≈0.5 | · | · |
Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y
| Metrica | Tendenza 5 anni | MELI | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Revenue YoY (Ricavi YoY) | 39.1%media 5 anni ≈49.4% | ≈49.4% | · | · | |
| Revenue CAGR 3Y (CAGR Ricavi 3Y) | 38.9%media 5 anni ≈46.1% | ≈46.1% | · | · | |
| Revenue CAGR 5Y (CAGR Ricavi 5Y) | 48.7% | · | · | · | |
| EPS YoY | 4.5%media 5 anni ≈168.3% | ≈168.3% | · | · | |
| Net Income YoY (Utile Netto YoY) | 4.5%media 5 anni ≈170.9% | ≈170.9% | · | · | |
| EPS CAGR 3Y (CAGR EPS 3 anni) | 60.5% | · | · | · | |
| Net Income CAGR 3Y (CAGR Utile Netto 3 anni) | 60.6% | · | · | · |
Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti
| Metrica | Tendenza 5 anni | MELI | media 5 anni | Mediana dei peer | Verdetto |
|---|---|---|---|---|---|
| Asset Turnover (Rotazione delle attività) | 0.9media 5 anni ≈0.9 | ≈0.9 | · | · | |
| Inventory Turnover (Rotazione delle scorte) | 37.0media 5 anni ≈32.9 | ≈32.9 | · | · | |
| Receivables Turnover (Rotazione dei crediti) | 92.6media 5 anni ≈96.6 | ≈96.6 | · | · | |
| Revenue / Employee (Ricavi / Dipendente) | ≈$233.6K | · | · | · |
valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana
Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y
| Data ex-dividendo | Importo | Valuta | Rendimento |
|---|---|---|---|
| Dic 28, 2017 | $0,15 | USD | ≈0.19% |
| Set 28, 2017 | $0,15 | USD | ≈0.23% |
| Giu 28, 2017 | $0,15 | USD | ≈0.23% |
| Mar 29, 2017 | $0,15 | USD | ≈0.28% |
| Dic 28, 2016 | $0,15 | USD | ≈0.39% |
| Set 28, 2016 | $0,15 | USD | ≈0.29% |
| Giu 28, 2016 | $0,15 | USD | ≈0.38% |
| Mar 29, 2016 | $0,15 | USD | ≈0.39% |
| Dic 29, 2015 | $0,10 | USD | ≈0.36% |
| Set 28, 2015 | $0,10 | USD | ≈0.53% |
| Giu 26, 2015 | $0,10 | USD | ≈0.36% |
| Mar 27, 2015 | $0,10 | USD | ≈0.49% |
| Dic 29, 2014 | $0,17 | USD | ≈0.51% |
| Set 26, 2014 | $0,17 | USD | ≈0.58% |
| Giu 26, 2014 | $0,17 | USD | ≈0.68% |
| Mar 27, 2014 | $0,17 | USD | ≈0.63% |
| Dic 27, 2013 | $0,14 | USD | ≈0.54% |
| Set 26, 2013 | $0,14 | USD | ≈0.41% |
| Giu 26, 2013 | $0,14 | USD | ≈0.46% |
| Mar 26, 2013 | $0,14 | USD | ≈0.49% |
Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili
| Periodo | Rapporto | EPS Actual | EPS Stimato | Sorpresa |
|---|---|---|---|---|
| 30 Giugno 2026 | Ago 5, 2026 | $9.19 | $8.83 | 4.1% |
| 31 Marzo 2026 | Mag 7, 2026 | $8.23 | $8.83 | -6.8% |
| 31 Dicembre 2025 | $11.03 | $11.70 | -5.7% | |
| 30 Settembre 2025 | $8.32 | $9.52 | -12.6% | |
| 30 Giugno 2025 | $10.31 | $12.17 | -15.3% | |
| 31 Marzo 2025 | $9.74 | $8.47 | 15.0% |
Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario
Conto Economico
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $28.89B | $20.78B | $15.11B | $10.78B | $7.07B | $3.97B | $2.30B | $1.44B | $1.22B | $844M | |
| Cost of Revenue | $16.04B | $11.20B | $7.52B | $5.58B | $4.06B | $2.27B | $1.19B | $743M | $497M | $308M | |
| Gross Profit | $12.86B | $9.58B | $7.59B | $5.20B | $3.00B | $1.71B | $1.10B | $697M | $720M | $537M | |
| R&D Expense | $2.27B | $1.93B | $1.83B | $1.10B | $590M | $353M | $224M | $146M | $127M | $98M | |
| SG&A Expense | $1.08B | $963M | $766M | $661M | $465M | $327M | $197M | $138M | $122M | $87M | |
| Operating Expenses | $9.66B | $6.95B | $5.38B | $4.13B | $2.56B | $1.58B | $1.26B | $766M | $663M | $356M | |
| Operating Income | $3.20B | $2.63B | $2.21B | $1.07B | $441M | $128M | $-153M | $-69M | $56M | $181M | |
| Interest Income | $138M | $148M | $135M | $44M | $138M | $103M | $114M | $42M | $46M | $35M | |
| Pretax Income | $2.84B | $2.43B | $1.55B | $780M | $241M | $81M | $-107M | $-65M | $54M | $185M | |
| Income Tax | $845M | $521M | $569M | $298M | $149M | $82M | $65M | $-29M | $40M | $49M | |
| Net Income | $2.00B | $1.91B | $987M | $482M | $83M | $-1M | $-172M | $-37M | $14M | $136M | |
| EPS (Basic) | $39.40 | $37.69 | $19.64 | $9.57 | $1.67 | $-0.08 | $-3.71 | $-0.82 | $0.31 | $3.09 | |
| EPS (Diluted) | $39.40 | $37.69 | $19.46 | $9.53 | $1.67 | $-0.08 | $-3.71 | $-0.82 | $0.31 | $3.09 | |
| Shares (Basic) | 50,697,299 | 50,697,428 | 50,262,302 | 50,345,353 | 49,802,993 | 49,740,407 | 48,692,906 | 44,529,614 | 44,157,364 | 44,157,251 | |
| Shares (Diluted) | 50,697,320 | 50,697,428 | 51,006,860 | 51,335,621 | 49,802,993 | 49,740,407 | 48,692,906 | 44,529,614 | 44,157,364 | 44,157,251 | |
| EBITDA | $3.20B | $2.63B | $1.82B | $1.03B | $441M | $128M | $-153M | $-69M | $56M | $181M |
Stato Patrimoniale
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $3.67B | $2.63B | $2.56B | $1.91B | $2.58B | $1.86B | $1.38B | $440M | $388M | $234M | |
| Short-term Investments | $2.63B | $4.49B | $3.48B | $2.34B | $810M | $1.24B | $1.60B | $462M | $209M | $253M | |
| Receivables | $369M | $255M | $156M | $130M | $98M | $50M | $35M | $35M | $28M | $25M | |
| Inventory | $570M | $296M | $238M | $152M | $253M | $118M | $9M | $5M | $3M | $1M | |
| Prepaid Expense | $69M | $46M | $27M | $38M | $40M | $28M | $45M | $27M | $6M | $15M | |
| Other Current Assets | $720M | $403M | $277M | $304M | $288M | $153M | $89M | $62M | $58M | $26M | |
| Current Assets | $33.57B | $20.14B | $14.26B | $10.95B | $8.18B | $5.35B | $3.79B | $1.51B | $1.29B | $869M | |
| PP&E (Net) | $2.30B | $1.38B | $1.25B | $993M | $807M | $392M | $244M | $166M | $115M | $124M | |
| PP&E (Gross) | $3.73B | $2.41B | $2.07B | $1.68B | $1.20B | $645M | $432M | $297M | $218M | $201M | |
| Accum. Depreciation | $1.42B | $1.03B | $823M | $683M | $391M | $253M | $188M | $132M | $103M | $77M | |
| Goodwill | $163M | $149M | $163M | $153M | $148M | $85M | $88M | $89M | $92M | $92M | |
| Intangibles | $33M | $12M | $11M | $25M | $45M | $14M | $14M | $19M | $23M | $26M | |
| Other Non-current Assets | $426M | $182M | $68M | $256M | $134M | $68M | $58M | $38M | $64M | $57M | |
| Total Assets | $42.67B | $25.20B | $17.61B | $13.74B | $10.10B | $6.53B | $4.78B | $2.24B | $1.67B | $1.37B | |
| Accounts Payable | $4.50B | $3.20B | $2.12B | $1.39B | $1.04B | $767M | $372M | $267M | $221M | $105M | |
| Current Liabilities | $28.63B | $16.60B | $11.26B | $8.56B | $5.84B | $3.64B | $1.75B | $1.17B | $968M | $577M | |
| Capital Leases | $1.77B | $894M | $672M | $514M | $372M | $244M | $177M | $0 | · | · | |
| Deferred Tax | $372M | $204M | $183M | $106M | $62M | $64M | $100M | $92M | $24M | $34M | |
| Other Non-current Liabilities | $388M | $216M | $200M | $95M | $62M | $20M | $13M | $20M | $18M | $10M | |
| Total Liabilities | $35.92B | $20.84B | $14.54B | $11.91B | $8.57B | $4.87B | $2.70B | $1.90B | $1.35B | $939M | |
| Long-term Debt | $9.19B | $5.71B | $4.50B | $4.76B | $3.52B | · | · | · | · | · | |
| Common Stock | $0 | $0 | $0 | $0 | $0 | $50.0K | $50.0K | $45.0K | $44.0K | $44.0K | |
| Paid-in Capital | $1.77B | $1.77B | $1.77B | $2.31B | $2.44B | $1.86B | $2.07B | $225M | $71M | $138M | |
| Retained Earnings | $5.81B | $3.81B | $1.90B | $913M | $397M | $314M | $323M | $503M | $538M | $551M | |
| Treasury Stock | $312M | $311M | $310M | $931M | $790M | $55M | $720.0K | $0 | · | · | |
| AOCI | $-520M | $-920M | $-290M | $-464M | $-515M | $-468M | $-407M | $-392M | $-283M | $-260M | |
| Stockholders' Equity | $6.75B | $4.35B | $3.07B | $1.83B | $1.53B | $1.65B | $1.98B | $337M | $326M | $429M | |
| Liabilities + Equity | $42.67B | $25.20B | $17.61B | $13.74B | $10.10B | $6.53B | $4.78B | $2.24B | $1.67B | $1.37B | |
| Shares Outstanding | 50,697,182 | 50,000,000 | 50,000,000 | 50,000,000 | 50,000,000 | 50,000,000 | 50,000,000 | 45,202,859 | 44,157,364 | 44,157,364 |
Flusso di cassa
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $818M | $617M | $524M | $403M | $204M | $105M | $73M | $46M | $41M | $29M | |
| Stock-based Comp | · | · | · | · | · | · | · | $28M | $36M | $23M | |
| Deferred Tax | $-469M | $-243M | $-284M | $-97M | $-29M | $-70M | $16M | $-93M | $-25M | $-6M | |
| Amort. of Intangibles | $9M | $5M | $6M | $9M | $6M | $5M | $4M | $6M | $4M | $4M | |
| Operating Cash Flow | $12.12B | $7.92B | $5.14B | $2.94B | $965M | $1.18B | $451M | $231M | $269M | $190M | |
| CapEx | $1.34B | $860M | $509M | $455M | $573M | $247M | $137M | $93M | $55M | $69M | |
| Investing Cash Flow | $-6.18B | $-8.29B | $-3.45B | $-3.87B | $-1.60B | $-252M | $-1.45B | $-672M | $-23M | $-84M | |
| Debt Issued | · | · | · | · | · | · | · | $237M | $48M | $11M | |
| Net Debt Issued | · | · | · | · | · | · | · | $113M | $43M | $5M | |
| Stock Issued | · | · | $0 | $0 | $1.52B | $0 | $1.87B | · | · | · | |
| Stock Repurchased | $1M | $1M | $356M | $148M | $486M | $54M | $720.0K | · | · | · | |
| Net Stock Activity | $-1M | $-1M | $-356M | $-148M | $1.03B | $-54M | $1.87B | · | · | · | |
| Dividends Paid | · | · | · | · | · | · | · | $7M | $26M | $24M | |
| Financing Cash Flow | $2.90B | $1.96B | $-267M | $916M | $1.93B | $242M | $2.02B | $609M | $-51M | $-20M | |
| Net Change in Cash | $8.84B | $851M | $485M | $-285M | $1.14B | $1.06B | $987M | $76M | $154M | $67M | |
| Taxes Paid | $1.01B | $1.05B | $651M | · | · | · | · | · | · | · | |
| Free Cash Flow | $10.77B | $7.06B | $4.63B | $2.49B | $392M | $936M | $314M | $138M | $214M | $122M |
Redditività
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 44.5% | 46.1% | 49.8% | 49.0% | 42.5% | 43.0% | 48.0% | 48.4% | · | · | |
| Operating Margin | 11.1% | 12.7% | 12.6% | 9.8% | 6.2% | 3.2% | -6.7% | -4.8% | · | · | |
| Net Margin | 6.9% | 9.2% | 6.8% | 4.6% | 1.2% | -0.02% | -7.5% | -2.5% | · | · | |
| Pretax Margin | 9.8% | 11.7% | 10.7% | 7.4% | 3.4% | 2.1% | -4.7% | -4.5% | · | · | |
| EBITDA Margin | 11.1% | 12.7% | 12.6% | 9.8% | 6.2% | 3.2% | -6.7% | -4.8% | · | · | |
| ROA | 5.9% | 8.9% | 6.3% | 4.0% | 1.0% | -0.01% | -4.9% | -1.9% | 0.91% | 11.5% | |
| ROE | 32.0% | 45.8% | 34.0% | 27.9% | 10.1% | -0.04% | -8.6% | -10.8% | 3.6% | 35.5% | |
| ROIC | 33.3% | 47.5% | 37.6% | 35.0% | 11.0% | -0.07% | -12.4% | -11.5% | 4.4% | 31.1% |
Liquidità e Solvibilità
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.2 | 1.2 | 1.3 | 1.3 | 1.4 | 1.5 | 2.2 | 1.3 | 1.3 | 1.5 | |
| Quick Ratio | 0.2 | 0.4 | 0.5 | 0.5 | 0.6 | 0.9 | 1.7 | 0.8 | 0.6 | 0.9 |
Efficienza
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.9 | 1.0 | 0.9 | 0.9 | 0.9 | 0.7 | 0.7 | 0.7 | · | · | |
| Inventory Turnover | 37.0 | 41.9 | 37.3 | 26.5 | 21.9 | 35.7 | 180.4 | 118.7 | 371.6 | 464.2 | |
| Receivables Turnover | 92.6 | 101.1 | 101.2 | 92.4 | 95.6 | 93.3 | 65.1 | 45.5 | · | · |
Per Azione
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $133.10 | $85.82 | $60.58 | $36.35 | $30.38 | $33.12 | $39.89 | $7.45 | $7.38 | $9.71 | |
| Revenue / Share | $569.91 | $409.82 | $283.75 | $205.26 | $141.95 | $79.88 | $47.16 | $32.33 | · | · | |
| Cash Flow / Share | $238.99 | $156.18 | $100.77 | $57.27 | $19.38 | $23.77 | $9.26 | $5.19 | $6.09 | $4.31 | |
| Cash / Share | $72.39 | $51.98 | $50.42 | $38.00 | $51.26 | $37.22 | $27.86 | $9.74 | $8.79 | $5.30 | |
| Dividend / Share | · | · | · | · | · | · | · | · | $0.60 | $0.60 | |
| Dividend Paid / Share | · | · | · | · | · | · | · | · | · | $0.60 | |
| EPS (TTM) | $39.40 | $37.69 | $19.46 | $9.53 | $1.67 | $-0.08 | $-3.71 | $-0.82 | $0.31 | $3.09 |
Tassi di Crescita
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 39.1% | 37.5% | 40.1% | 52.5% | 77.9% | · | · | · | · | · | |
| Revenue CAGR 3Y | 38.9% | 43.2% | 56.1% | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 48.7% | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 4.5% | 93.7% | 104.2% | 470.7% | · | · | · | · | · | · | |
| EPS CAGR 3Y | 60.5% | 182.6% | · | · | · | · | · | · | · | · | |
| Net Income YoY | 4.5% | 93.6% | 104.8% | 480.7% | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 60.6% | 184.5% | · | · | · | · | · | · | · | · |
Valutazione (TTM)
| Metrica | Tendenza | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $28.89B | $20.78B | $15.11B | $10.78B | $7.07B | $3.97B | $2.30B | $1.44B | $1.22B | $844M | |
| Net Income TTM | $2.00B | $1.91B | $987M | $482M | $83M | $-1M | $-172M | $-37M | $14M | $136M | |
| Market Cap | $102.12B | $86.21B | $79.67B | $42.53B | $67.98B | $83.54B | $28.43B | $13.24B | $13.89B | $6.89B | |
| P/E | 51.1 | 45.1 | 80.8 | 88.8 | 807.4 | -20940.2 | -154.2 | -357.1 | 1015.0 | 50.5 | |
| P/S | 3.5 | 4.1 | 5.3 | 3.9 | 9.6 | 21.0 | 12.4 | 9.2 | 11.4 | 8.2 | |
| P/B | 15.1 | 19.8 | 25.9 | 23.3 | 44.4 | 50.6 | 14.3 | 39.3 | 42.7 | 16.1 | |
| P / Tangible Book | 15.6 | 20.6 | 27.5 | 25.8 | 50.8 | 53.8 | · | · | · | · | |
| P / Cash Flow | 8.4 | 10.9 | 15.5 | 14.5 | 70.4 | 70.6 | 63.0 | 57.3 | 51.7 | 36.2 | |
| P / FCF | 9.5 | 12.2 | 17.2 | 17.1 | 173.4 | 89.3 | 90.5 | 96.1 | 65.0 | 56.6 | |
| Dividend Yield | · | · | · | · | · | · | · | 0.05% | 0.19% | 0.35% | |
| Earnings Yield | 2.0% | 2.2% | 1.2% | 1.1% | 0.12% | 0.00% | -0.65% | -0.28% | 0.10% | 2.0% | |
| Payout Ratio | · | · | · | · | · | · | · | -18.1% | 192.3% | 17.9% | |
| Annual Payout | · | · | · | · | · | · | · | $7M | $26M | $24M |
Conto Economico
| Metrica | Tendenza | 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 | $10.17B | $8.85B | $8.76B | $7.41B | $6.79B | $5.93B | $6.06B | $5.31B | $5.07B | $4.33B | $4.41B | $3.93B | $3.58B | $3.19B | $3.25B | $2.69B | |
| Cost of Revenue | $6.01B | $4.98B | $4.97B | $4.20B | $3.70B | $3.16B | $3.31B | $2.87B | $2.71B | $2.31B | $2.36B | $1.83B | $1.75B | $1.57B | $1.75B | $1.34B | |
| Gross Profit | $4.16B | $3.86B | $3.78B | $3.21B | $3.09B | $2.77B | $2.75B | $2.44B | $2.37B | $2.02B | $2.05B | $2.10B | $1.83B | $1.61B | $1.49B | $1.35B | |
| R&D Expense | $729M | $699M | $584M | $567M | $567M | $551M | $512M | $504M | $460M | $458M | $686M | $396M | $368M | $381M | $325M | $278M | |
| SG&A Expense | $340M | $326M | $292M | $270M | $261M | $255M | $254M | $305M | $218M | $186M | $201M | $196M | $189M | $180M | $176M | $153M | |
| Operating Expenses | $3.48B | $3.25B | $2.90B | $2.48B | $2.27B | $2.01B | $1.93B | $1.88B | $1.64B | $1.50B | $1.72B | $1.31B | $1.16B | $1.20B | $1.11B | $1.05B | |
| Operating Income | $683M | $611M | $889M | $724M | $825M | $763M | $820M | $557M | $726M | $528M | $335M | $785M | $669M | $418M | $384M | $296M | |
| Interest Income | $30M | $27M | $8M | $49M | $44M | $37M | $41M | $43M | $39M | $25M | $40M | $38M | $34M | $23M | $-98M | $65M | |
| Pretax Income | $606M | $579M | $784M | $636M | $716M | $706M | $763M | $520M | $668M | $481M | $230M | $531M | $472M | $320M | $308M | $198M | |
| Income Tax | $140M | $162M | $225M | $215M | $193M | $212M | $124M | $123M | $137M | $137M | $65M | $172M | $210M | $122M | $144M | $69M | |
| Net Income | $466M | $417M | $559M | $421M | $523M | $494M | $639M | $397M | $531M | $344M | $165M | $359M | $262M | $201M | $165M | $129M | |
| EPS (Basic) | $9.19 | $8.23 | $11.03 | $8.32 | $10.31 | $9.74 | $12.60 | $7.83 | $10.48 | $6.78 | $3.23 | $7.18 | $5.22 | $4.01 | $3.27 | $2.57 | |
| EPS (Diluted) | $9.19 | $8.23 | $11.03 | $8.32 | $10.31 | $9.74 | $12.60 | $7.83 | $10.48 | $6.78 | $3.17 | $7.16 | $5.16 | $3.97 | $3.24 | $2.56 | |
| Shares (Basic) | 50,697,171 | 50,697,182 | · | 50,697,265 | 50,697,375 | 50,697,375 | · | 50,697,438 | 50,697,447 | 50,697,442 | 50,631,669 | 50,008,320 | 50,162,687 | 50,245,073 | 50,284,640 | 50,325,075 | |
| Shares (Diluted) | 50,697,301 | 50,697,298 | · | 50,697,284 | 50,697,375 | 50,697,375 | · | 50,697,438 | 50,697,447 | 50,697,442 | 50,697,515 | 50,209,439 | 51,152,955 | 51,235,341 | 51,274,909 | 51,315,343 | |
| EBITDA | $683M | $611M | · | $724M | $825M | $763M | · | $557M | $726M | $528M | · | $685M | $558M | $340M | · | $296M |
Stato Patrimoniale
| Metrica | Tendenza | 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 | $3.65B | $3.68B | $3.67B | $2.58B | $3.01B | $2.98B | $2.63B | $2.16B | $2.82B | $2.58B | · | $2.17B | $1.86B | $2.14B | · | $1.46B | |
| Short-term Investments | $2.08B | $1.97B | $2.63B | $3.71B | $4.63B | $5.08B | $4.49B | $4.51B | $4.07B | $3.67B | · | $3.32B | $2.84B | $2.48B | · | $1.94B | |
| Receivables | $418M | $370M | $369M | $298M | $313M | $261M | $255M | $216M | $190M | $170M | · | $161M | $160M | $132M | · | $108M | |
| Inventory | $822M | $677M | $570M | $532M | $434M | $358M | $296M | $322M | $257M | $223M | · | $246M | $236M | $199M | · | $160M | |
| Prepaid Expense | · | · | $69M | · | · | · | $46M | · | · | · | · | $43M | $55M | $45M | · | $62M | |
| Other Current Assets | $937M | $822M | $720M | $593M | $634M | $508M | $403M | $383M | $461M | $471M | · | $292M | $269M | $262M | · | $261M | |
| Current Assets | $40.78B | $37.12B | $33.57B | $28.80B | $26.06B | $21.74B | $20.14B | $17.82B | $16.48B | $15.51B | · | $13.05B | $12.29B | $11.34B | · | $9.35B | |
| PP&E (Net) | · | · | $2.30B | · | · | · | $1.38B | · | · | · | · | · | · | $1.04B | · | $945M | |
| PP&E (Gross) | · | · | $3.73B | · | · | · | $2.41B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $1.42B | · | · | · | $1.03B | · | · | · | · | · | · | · | · | · | |
| Goodwill | $168M | $165M | $163M | $161M | $160M | $155M | $149M | $149M | $149M | $158M | $163M | $159M | $166M | $160M | $153M | $147M | |
| Intangibles | $30M | $33M | $33M | $38M | $39M | $39M | $12M | $12M | $13M | $12M | · | $21M | $22M | $24M | · | $29M | |
| Other Non-current Assets | $455M | $483M | $426M | $425M | $351M | $356M | $182M | $191M | $66M | $70M | · | $337M | $323M | $282M | · | $217M | |
| Total Assets | $51.36B | $46.93B | $42.67B | $36.69B | $32.95B | $27.68B | $25.20B | $22.62B | $20.03B | $19.06B | · | $16.12B | $15.24B | $14.20B | · | $11.96B | |
| Accounts Payable | $5.74B | $5.04B | $4.50B | $4.05B | $3.88B | $3.33B | $3.20B | $2.94B | $2.56B | $2.20B | · | $1.91B | $1.83B | $1.60B | · | $1.16B | |
| Current Liabilities | $36.37B | $31.97B | $28.63B | $24.52B | $21.75B | $18.07B | $16.60B | $14.31B | $12.91B | $12.26B | · | $10.31B | $9.62B | $8.83B | · | $7.00B | |
| Capital Leases | $2.04B | $1.95B | $1.77B | $1.64B | $1.33B | $1.01B | $894M | $770M | $623M | $653M | · | $615M | $595M | $529M | · | $470M | |
| Deferred Tax | $312M | $386M | $372M | $341M | $293M | $270M | $204M | $193M | $159M | $226M | · | $163M | $112M | $117M | · | $36M | |
| Other Non-current Liabilities | $469M | $551M | $388M | $449M | $300M | $406M | $216M | $207M | $213M | $290M | · | $105M | $131M | $181M | · | $76M | |
| Total Liabilities | $43.52B | $39.65B | $35.92B | $30.47B | $27.23B | $22.68B | $20.84B | $18.62B | $16.37B | $15.67B | · | $13.38B | $12.99B | $12.16B | · | $10.33B | |
| Long-term Debt | $10.63B | $9.93B | $9.19B | $7.84B | $7.30B | $6.43B | $5.71B | $5.35B | $4.64B | $4.47B | · | $4.45B | $4.77B | $4.83B | · | $4.69B | |
| Common Stock | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | · | $0 | $0 | $0 | · | $0 | |
| Paid-in Capital | $1.77B | $1.77B | $1.77B | $1.77B | $1.77B | $1.77B | $1.77B | $1.77B | $1.77B | $1.77B | · | $1.96B | $2.31B | $2.31B | · | $2.31B | |
| Retained Earnings | $6.69B | $6.23B | $5.81B | $5.25B | $4.83B | $4.31B | $3.81B | $3.17B | $2.78B | $2.25B | · | $1.74B | $1.38B | $1.11B | · | $748M | |
| Treasury Stock | $313M | $312M | $312M | $312M | $311M | $311M | $311M | $311M | $311M | $310M | · | $587M | $1.14B | $992M | · | $898M | |
| AOCI | $-317M | $-404M | $-520M | $-491M | $-575M | $-761M | $-920M | $-630M | $-579M | $-315M | · | $-366M | $-295M | $-391M | · | $-527M | |
| Stockholders' Equity | $7.83B | $7.28B | $6.75B | $6.22B | $5.71B | $5.00B | $4.35B | $4.00B | $3.66B | $3.39B | $3.07B | $2.74B | $2.25B | $2.04B | $1.83B | $1.63B | |
| Liabilities + Equity | $51.36B | $46.93B | $42.67B | $36.69B | $32.95B | $27.68B | $25.20B | $22.62B | $20.03B | $19.06B | · | $16.12B | $15.24B | $14.20B | · | $11.96B | |
| Shares Outstanding | 50,696,802 | 50,697,182 | 50,697,182 | 50,697,182 | 50,697,375 | 50,697,375 | 50,697,375 | 50,697,438 | 50,697,438 | 50,697,442 | 50,000,000 | 50,496,474 | 50,092,669 | 50,207,607 | 50,000,000 | 50,294,893 |
Flusso di cassa
| Metrica | Tendenza | 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 | $292M | $246M | $238M | $209M | $199M | $172M | $152M | $157M | $154M | $154M | $135M | $135M | $128M | $126M | $122M | $97M | |
| Amort. of Intangibles | $3M | $2M | $3M | $2M | $2M | $2M | $1M | $2M | $1M | $1M | $2M | $1M | $1M | $2M | $1M | $1M | |
| Operating Cash Flow | $3.66B | $2.08B | $5.21B | $2.96B | $2.92B | $1.03B | $2.92B | $1.60B | $1.88B | $1.51B | $1.93B | $941M | $1.41B | $859M | $1.54B | $724M | |
| CapEx | $441M | $271M | $427M | $357M | $287M | $272M | $305M | $226M | $186M | $148M | $180M | $126M | $114M | $89M | $113M | $106M | |
| Investing Cash Flow | $-2.69B | $-1.47B | $-2.00B | $-1.11B | $-1.23B | $-1.84B | $-2.13B | $-2.61B | $-2.08B | $-1.47B | $-914M | $-1.33B | $-668M | $-538M | $-646M | $-664M | |
| Stock Repurchased | · | · | $0 | $1M | · | · | $0 | $0 | $1M | $0 | $0 | $149M | $146M | $61M | $33M | $41M | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | $0 | · | · | · | $-61M | · | · | |
| Financing Cash Flow | $630M | $473M | $1.38B | $444M | $613M | $465M | $757M | $726M | $476M | $0 | $73M | $132M | $-360M | $-112M | $-12M | $342M | |
| Net Change in Cash | $1.62B | $1.60B | $4.34B | $2.31B | $2.39B | $-201M | $1.22B | $-345M | $5M | $-30M | $592M | $-568M | $300M | $161M | $835M | $275M | |
| Free Cash Flow | · | $1.80B | · | · | · | $759M | · | · | · | $1.37B | · | · | · | $770M | · | · |
Redditività
| Metrica | Tendenza | 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 | 40.9% | 43.7% | · | 43.3% | 45.6% | 46.7% | · | 45.9% | 46.6% | 46.7% | · | 53.1% | 50.4% | 50.6% | · | 50.1% | |
| Operating Margin | 6.7% | 6.9% | · | 9.8% | 12.2% | 12.9% | · | 10.5% | 14.3% | 12.2% | · | 18.2% | 16.3% | 11.2% | · | 11.0% | |
| Net Margin | 4.6% | 4.7% | · | 5.7% | 7.7% | 8.3% | · | 7.5% | 10.5% | 7.9% | · | 9.6% | 7.7% | 6.6% | · | 4.8% | |
| Pretax Margin | 6.0% | 6.6% | · | 8.6% | 10.5% | 11.9% | · | 9.8% | 13.2% | 11.1% | · | 14.1% | 13.8% | 10.5% | · | 7.4% | |
| EBITDA Margin | 6.7% | 6.9% | · | 9.8% | 12.2% | 12.9% | · | 10.5% | 14.3% | 12.2% | · | 18.2% | 16.3% | 11.2% | · | 11.0% | |
| ROA | 1.1% | 1.1% | · | 1.4% | 2.0% | 2.1% | · | 2.1% | 3.0% | 2.1% | · | 2.6% | 2.0% | 1.6% | · | 1.4% | |
| ROE | 6.9% | 6.8% | · | 8.2% | 11.2% | 11.8% | · | 11.8% | 18.0% | 12.7% | · | 16.4% | 13.7% | 11.1% | · | 14.7% | |
| ROIC | 6.7% | 6.0% | · | 7.7% | 10.5% | 10.7% | · | 10.6% | 15.8% | 11.1% | · | 16.9% | 13.8% | 10.3% | · | 11.8% |
Liquidità e Solvibilità
| Metrica | Tendenza | 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 | 1.1 | 1.2 | · | 1.2 | 1.2 | 1.2 | · | 1.2 | 1.3 | 1.3 | · | 1.3 | 1.3 | 1.3 | · | 1.3 | |
| Quick Ratio | 0.2 | 0.2 | · | 0.3 | 0.4 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.5 | 0.5 | 0.5 | · | 0.5 |
Efficienza
| Metrica | Tendenza | 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 | 0.2 | 0.2 | · | 0.2 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.3 | · | 0.3 | 0.3 | 0.2 | · | 0.3 | |
| Inventory Turnover | 9.6 | 9.6 | · | 9.8 | 10.7 | 10.9 | · | 10.1 | 11.0 | 10.9 | · | 8.7 | 8.1 | 6.9 | · | 6.9 | |
| Receivables Turnover | 27.8 | 28.0 | · | 28.8 | 27.0 | 27.5 | · | 28.2 | 29.0 | 28.7 | · | 28.0 | 26.1 | 26.4 | · | 30.1 |
Per Azione
| Metrica | Tendenza | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $154.53 | $143.62 | · | $122.65 | $112.69 | $98.70 | · | $78.94 | $72.11 | $66.87 | · | $54.28 | $44.96 | $40.63 | · | $32.43 | |
| Revenue / Share | $200.58 | $174.47 | · | $146.14 | $133.93 | $117.07 | · | $104.78 | $100.06 | $85.47 | · | $74.89 | $66.76 | $59.28 | · | $52.42 | |
| Cash Flow / Share | · | $40.93 | · | · | · | $20.34 | · | · | · | $29.82 | · | · | · | $16.77 | · | · | |
| Cash / Share | $71.98 | $72.53 | · | $50.93 | $59.33 | $58.72 | · | $42.65 | $55.58 | $50.87 | · | $42.99 | $37.13 | $42.68 | · | $28.93 | |
| EPS (TTM) | $36.77 | $37.89 | · | $40.97 | $40.48 | $40.65 | · | $28.26 | $27.59 | $22.27 | · | $19.53 | $14.93 | $12.20 | · | $5.37 |
Valutazione (TTM)
| Metrica | Tendenza | 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 | $35.18B | $31.80B | · | $26.19B | $24.10B | $22.38B | · | $19.13B | $17.74B | $16.25B | · | $13.94B | $12.71B | $11.72B | · | $9.66B | |
| Net Income TTM | $1.86B | $1.92B | · | $2.08B | $2.05B | $2.06B | · | $1.44B | $1.40B | $1.13B | · | $987M | $757M | $618M | · | $271M | |
| Market Cap | $86.05B | $87.66B | · | $118.48B | $132.50B | $98.90B | · | $104.03B | $83.32B | $76.65B | · | $64.02B | $59.34B | $66.18B | · | $41.63B | |
| P/E | 46.2 | 45.6 | · | 57.0 | 64.6 | 48.0 | · | 72.6 | 59.6 | 67.9 | · | 64.9 | 79.3 | 108.0 | · | 154.1 | |
| P/S | 2.4 | 2.8 | · | 4.5 | 5.5 | 4.4 | · | 5.4 | 4.7 | 4.7 | · | 4.6 | 4.7 | 5.6 | · | 4.3 | |
| P/B | 11.0 | 12.0 | · | 19.1 | 23.2 | 19.8 | · | 26.0 | 22.8 | 22.6 | · | 23.4 | 26.3 | 32.4 | · | 25.5 | |
| P / Tangible Book | 11.3 | 12.4 | · | 19.7 | 24.0 | 20.6 | · | 27.1 | 23.8 | 23.8 | · | 25.0 | 28.7 | 35.7 | · | 28.6 | |
| P / Cash Flow | · | 42.2 | · | · | · | 95.9 | · | · | · | 50.7 | · | · | · | 77.0 | · | · | |
| Dividend Yield | 0.01% | 0.01% | · | 0.01% | 0.00% | 0.01% | · | 0.01% | 0.01% | 0.01% | · | 0.01% | 0.01% | 0.01% | · | 0.02% | |
| Earnings Yield | 2.2% | 2.2% | · | 1.8% | 1.6% | 2.1% | · | 1.4% | 1.7% | 1.5% | · | 1.5% | 1.3% | 0.93% | · | 0.65% | |
| Annual Payout | $7M | $7M | · | $7M | $7M | $7M | · | $7M | $7M | $7M | · | $7M | $7M | $7M | · | $7M |
Periodo più recente a sinistra · valori nulli mostrati come ·
Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Ricavi | $28.89B | $20.78B | $15.11B | $10.78B | $7.07B |
| Margine Lordo % | 44.5% | 46.1% | 49.8% | 49.0% | 42.5% |
| Margine Operativo % | 11.1% | 12.7% | 12.6% | 9.8% | 6.2% |
| Utile netto | $2.00B | $1.91B | $987M | $482M | $83M |
| EPS Diluito | $39.40 | $37.69 | $19.46 | $9.53 | $1.67 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Rapporto corrente | 1.2 | 1.2 | 1.3 | 1.3 | 1.4 |
| Quick Ratio | 0.2 | 0.4 | 0.5 | 0.5 | 0.6 |
| Metrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Flusso di cassa libero | $10.77B | $7.06B | $4.63B | $2.49B | $392M |
Proprietari istituzionali (13F) 1.584 filer · $70.2B totale · Aggiornato al 30 Settembre 2026
Istituzioni che segnalano il possesso di questo titolo nel loro Modulo SEC 13F trimestrale. Solo posizioni lunghe; un singolo depositante può apparire due volte per diverse gambe di opzioni. Grandi posizioni put/call contrapposte riflettono tipicamente market-making o inventario coperto, non convinzione direzionale.
| Nuove posizioni | Posizioni chiuse | Aumentato | Diminuito | Variazione netta delle azioni |
|---|---|---|---|---|
| 140 (-27 vs trimestre precedente) | 134 (-50 vs trimestre precedente) | 572 (-75 vs trimestre precedente) | 543 (+55 vs trimestre precedente) | -731K |
Confrontato con Q1 2026. Le dichiarazioni SEC Form 13F sono dovute entro 45 giorni dalla fine del trimestre più un breve margine per i dichiaranti in ritardo — i trimestri ancora all'interno di questa finestra vengono saltati a favore della coppia più recente completamente riportata.
| Istituzione | Valore | Azioni | % di 13F tracciati | Tipo |
|---|---|---|---|---|
| Capital Research Global Investors | $5.326.408.105 | 3.138.040 | 7,58% | Azioni |
| BAILLIE GIFFORD & CO | $5.160.761.529 | 3.040.410 | 7,35% | Azioni |
| Capital International Investors | $3.180.004.789 | 1.873.498 | 4,53% | Azioni |
| Capital World Investors | $3.010.594.506 | 1.773.692 | 4,29% | Azioni |
| MORGAN STANLEY | $2.539.856.733 | 1.496.328 | 3,62% | Azioni |
| Invesco Ltd. | $2.494.991.866 | 1.469.899 | 3,55% | Azioni |
| EAGLE CAPITAL MANAGEMENT LLC | $2.388.148.492 | 1.406.953 | 3,40% | Azioni |
| BlackRock, Inc. | $2.246.015.190 | 1.323.217 | 3,20% | Azioni |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.465.017.309 | 863.100 | 2,09% | Opzione Put |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.454.832.969 | 857.100 | 2,07% | Opzione Call |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $1.116.463.364 | 657.753 | 1,59% | Azioni |
| JANUS HENDERSON GROUP PLC | $1.062.018.734 | 614.238 | 1,51% | Azioni |
| CITADEL ADVISORS LLC | $1.002.478.534 | 590.600 | 1,43% | Opzione Call |
| Linonia Partnership LP | $939.994.213 | 553.788 | 1,34% | Azioni |
| JPMORGAN CHASE & CO | $872.547.628 | 518.406 | 1,24% | Azioni |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $855.769.802 | 494.945 | 1,22% | Azioni |
| GENERATION INVESTMENT MANAGEMENT LLP | $802.383.411 | 472.716 | 1,14% | Azioni |
| STATE STREET CORP | $780.371.658 | 459.748 | 1,11% | Azioni |
| CITADEL ADVISORS LLC | $665.716.358 | 392.200 | 0,95% | Opzione Put |
| SANDS CAPITAL MANAGEMENT, LLC | $641.966.477 | 378.208 | 0,91% | Azioni |
| GOLDMAN SACHS GROUP INC | $589.555.988 | 347.331 | 0,84% | Azioni |
| Durable Capital Partners LP | $523.921.490 | 308.663 | 0,75% | Azioni |
| Foxhaven Asset Management, LP | $519.820.595 | 306.247 | 0,74% | Azioni |
| D1 Capital Partners L.P. | $470.983.290 | 277.475 | 0,67% | Azioni |
| NORGES BANK | $462.700.027 | 272.595 | 0,66% | Azioni |
| VANGUARD GROUP INC | $441.745.347 | 219.309 | 0,63% | Azioni |
| WELLINGTON MANAGEMENT GROUP LLP | $435.103.862 | 256.337 | 0,62% | Azioni |
| Legal & General Group Plc | $428.765.809 | 252.603 | 0,61% | Azioni |
| UBS Group AG | $404.101.034 | 238.072 | 0,58% | Azioni |
| HSBC HOLDINGS PLC | $381.788.408 | 225.718 | 0,54% | Azioni |
| BROWN ADVISORY INC | $381.698.757 | 224.874 | 0,54% | Azioni |
| ROYAL LONDON ASSET MANAGEMENT LTD | $354.802.036 | 209.028 | 0,51% | Azioni |
| Coronation Fund Managers Ltd. | $345.712.513 | 203.673 | 0,49% | Azioni |
| Westwood Global Investments, LLC | $342.837.135 | 201.979 | 0,49% | Azioni |
| JENNISON ASSOCIATES LLC | $340.391.722 | 200.538 | 0,48% | Azioni |
| Amundi | $327.414.659 | 192.893 | 0,47% | Azioni |
| JANE STREET GROUP, LLC | $323.013.317 | 190.300 | 0,46% | Opzione Call |
| Carmignac Gestion | $322.636.135 | 190.098 | 0,46% | Azioni |
| FLOSSBACH VON STORCH SE | $318.849.619 | 187.847 | 0,45% | Azioni |
| Harding Loevner LP | $318.078.819 | 184.269 | 0,45% | Azioni |
| TWO SIGMA INVESTMENTS, LP | $317.844.764 | 187.255 | 0,45% | Azioni |
| JANE STREET GROUP, LLC | $317.072.452 | 186.800 | 0,45% | Opzione Put |
| BARCLAYS PLC | $310.871.889 | 183.147 | 0,44% | Azioni |
| ROYAL BANK OF CANADA | $298.430.000 | 175.817 | 0,42% | Azioni |
| SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. | $291.749.091 | 171.881 | 0,42% | Azioni |
| Sumitomo Mitsui Trust Group, Inc. | $291.389.244 | 171.669 | 0,41% | Azioni |
| BANK OF AMERICA CORP /DE/ | $291.146.004 | 171.526 | 0,41% | Azioni |
| FRANKLIN RESOURCES INC | $288.512.118 | 169.974 | 0,41% | Azioni |
| WOLVERINE TRADING, LLC | $286.650.126 | 114.600 | 0,41% | Opzione Call |
| DEUTSCHE BANK AG\ | $279.444.710 | 164.632 | 0,40% | Azioni |
Attivisti e proprietari del 5%+ 4 partecipazioni
Investitori che hanno depositato SEC Schedule 13D — proprietà effettiva superiore al 5% con l'intento di influenzare l'emittente (partecipazioni attiviste, campagne per il consiglio di amministrazione, M&A). Ogni riga mostra lo stato più recente noto della posizione di quel depositante.
| Depositante | Depositato | Partecipazione | Stato | Scopo | Deposito |
|---|---|---|---|---|---|
| Galperin Trust /SD, Meliga No. 1 Corp., Meliga No. 1 LP, Corpag Trust South Dakota Inc., Volorama Stichting ×2 depositi | 18 Giugno 2026 | 6,70% | Modifica | · | SEC |
| Meliga No. 1 Corp., Meliga No. 1 LP, Galperin Trust /SD, Corpag Trust South Dakota Inc., Volorama Stichting | 01 Novembre 2024 | · | Deposito iniziale | · | SEC |
| General Atlantic LLC, General Atlantic GenPar, L.P., General Atlantic Partners 84, L.P., GAP Coinvestments III, LLC, GAP Coinvestments IV, LLC, GapStar, LLC, GAP Coinvestments CDA, L.P., GAPCO GmbH & Co. KG, GAPCO Management GmbH ×2 depositi | 15 Giugno 2010 | · | Deposito iniziale | · | SEC |
| Persona segnalante non divulgata, Persona segnalante non divulgata, Persona segnalante non divulgata | 20 Agosto 2007 | · | Deposito iniziale | Investimento passivo | 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.
Insider aziendali 25 insider · 9 dirigenti · 15 direttori
| Insider | Ruolo | Ultima attività | Azioni possedute | Acquisti 12m | Vendite 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Pedro Arnt | Executive VP and CFO | 09 Agosto 2016 S | 19.129 | 0 | 0 | $0 |
| Kazah Hernan | Executive VP and CFO | 01 Aprile 2011 A | 25.042 | 0 | 0 | $0 |
| Nicolas Szekasy | Executive Vice Pres. and CFO | 24 Marzo 2009 A | 405 | 0 | 0 | $0 |
| Gimenez Osvaldo | Fintech President | 15 Agosto 2024 J | 17 | 0 | 0 | $0 |
| Marcelo Melamud | SVP - Chief Accounting Officer | 11 Giugno 2026 P | 237 | 2 | 0 | $300.657 |
| Marcos Galperin | Chairman of the Board | 15 Agosto 2024 J | 35 | 0 | 0 | $0 |
| Juan Martin De La Serna | Executive VP Corporate Affairs | 08 Marzo 2023 S | 200 | 0 | 0 | $0 |
| Daniel Rabinovich | EVP-Chief Technology Officer | 19 Agosto 2016 S | 0 | 0 | 0 | $0 |
| Edgardo Sokolowicz | Chief Technology Officer | 09 Agosto 2007 S | 113.043 | 0 | 0 | $0 |
| Martin R Lawson | Direttore | 12 Giugno 2026 A | 4.230 | 0 | 0 | $0 |
| Richard A Sanders | Direttore | 12 Giugno 2026 A | 508 | 0 | 0 | $0 |
| Henrique Vasoncelos Dubugras | Direttore | 12 Giugno 2026 A | 0 | 0 | 1 | $-1.713.778 |
| Alejandro Nicolas Aguzin | Direttore | 12 Giugno 2026 A | 5.449 | 2 | 0 | $993.556 |
| Emiliano Calemzuk | Direttore | 12 Giugno 2026 A | 257 | 0 | 1 | $-91.232 |
| Stelleo Tolda | Direttore | 12 Giugno 2026 A | 75.590 | 0 | 1 | $-503.778 |
| Susan Segal | Direttore | 12 Giugno 2026 A | 725 | 0 | 0 | $0 |
| Merhy Andrea Mayumi Petroni | Direttore | 12 Giugno 2024 A | 288 | 0 | 0 | $0 |
| Mario Vazquez | Direttore | 12 Giugno 2024 A | 3.045 | 0 | 0 | $0 |
| Malka Meyer | Direttore | 10 Giugno 2020 A | 1.223 | 0 | 0 | $0 |
| Michael A Spence | Direttore | 09 Agosto 2016 S | 6.903 | 0 | 0 | $0 |
| Anton J Levy | Direttore | 11 Novembre 2011 S | 282.007 | 0 | 0 | $0 |
| Santos Martin De Los | Direttore | 11 Giugno 2009 A | 2.737 | 0 | 0 | $0 |
| Veronica Allende Serra | Direttore | 11 Giugno 2009 A | 3.579 | 0 | 0 | $0 |
| EBAY INC | Proprietario del 10% | 19 Ottobre 2016 S | 0 | 0 | 0 | $0 |
| Roberto Balls Sallouti | · | 10 Giugno 2021 A | 403 | 0 | 0 | $0 |
Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato
Proprietà ETF Posseduti da 73 ETF
Il peso riflette solo le partecipazioni azionarie dirette (N-PORT); fondi a leva o basati su derivati possono detenere ulteriore esposizione swap non mostrata.
| Fondo | Peso | Unità | Aggiornato al | Fonte |
|---|---|---|---|---|
| ARGT · Global X Funds | 24,43% | 110.195 NS | 31 Luglio 2026 | N-PORT |
| ULTY · Tidal Trust II | 5,07% | 20.000 NS | 31 Luglio 2026 | N-PORT |
| LFGY · Tidal Trust II | 4,04% | 1.963 NS | 31 Luglio 2026 | N-PORT |
| EBIZ · Global X Funds | 4,00% | 605 NS | 31 Luglio 2026 | N-PORT |
| ARKF · ARK ETF Trust | 3,48% | 12.996 NS | 31 Luglio 2026 | N-PORT |
| JXX · Janus Detroit Street Trust | 3,03% | 430 NS | 31 Luglio 2026 | N-PORT |
| OSEA · Harbor ETF Trust | 2,77% | 7.118 NS | 31 Luglio 2026 | N-PORT |
| PNQI · Invesco Exchange-Traded Fund Trust | 2,30% | 7.231 SH | 05 Ottobre 2026 | Giornaliero |
| GARP · iShares Trust | 2,07% | 33.215 SH | 11 Settembre 2026 | Giornaliero |
| THNQ · EXCHANGE TRADED CONCEPTS TRUST | 2,00% | 4.436 NS | 31 Luglio 2026 | N-PORT |
| QNXT · iShares Trust | 1,85% | 265 SH | 11 Settembre 2026 | Giornaliero |
| EMES · Harbor ETF Trust | 1,74% | 109 NS | 31 Luglio 2026 | N-PORT |
| NULG · Nushares ETF Trust | 1,67% | 23.687 NS | 31 Luglio 2026 | N-PORT |
| FDIS · FIDELITY COVINGTON TRUST | 1,32% | 11.822 NS | 31 Luglio 2026 | N-PORT |
| ESMV · iShares Trust | 1,25% | 51 SH | 11 Settembre 2026 | Giornaliero |
| VCR · VANGUARD WORLD FUND | 1,17% | 47.324 SH | 19 Agosto 2026 | Giornaliero |
| QQQG · Pacer Funds Trust | 1,13% | 123 NS | 31 Luglio 2026 | N-PORT |
| QQQE · Direxion Shares ETF Trust | 1,13% | 8.016 NS | 31 Luglio 2026 | N-PORT |
| ARKW · ARK ETF Trust | 1,02% | 8.688 NS | 31 Luglio 2026 | N-PORT |
| WRND · New York Life Investments ETF Trust | 0,88% | 49 NS | 31 Luglio 2026 | N-PORT |
| NULC · Nushares ETF Trust | 0,80% | 300 NS | 31 Luglio 2026 | N-PORT |
| TECB · iShares Trust | 0,69% | 1.794 SH | 11 Settembre 2026 | Giornaliero |
| JADE · J.P. Morgan Exchange-Traded Fund Tr… | 0,64% | 104 NS | 31 Luglio 2026 | N-PORT |
| UPSD · ETF Series Solutions | 0,56% | 350 NS | 31 Luglio 2026 | N-PORT |
| HEQQ · J.P. Morgan Exchange-Traded Fund Tr… | 0,50% | 80 NS | 31 Luglio 2026 | N-PORT |
| QRMI · Global X Funds | 0,46% | 35 NS | 31 Luglio 2026 | N-PORT |
| JEMA · J.P. Morgan Exchange-Traded Fund Tr… | 0,45% | 3.901 NS | 31 Luglio 2026 | N-PORT |
| QYLD · Global X Funds | 0,45% | 19.181 NS | 31 Luglio 2026 | N-PORT |
| QYLG · Global X Funds | 0,44% | 374 NS | 31 Luglio 2026 | N-PORT |
| QTR · Global X Funds | 0,44% | 18 NS | 31 Luglio 2026 | N-PORT |
| PTNQ · Pacer Funds Trust | 0,44% | 2.781 NS | 31 Luglio 2026 | N-PORT |
| QSIX · Pacer Funds Trust | 0,40% | 39 NS | 31 Luglio 2026 | N-PORT |
| QCLR · Global X Funds | 0,40% | 7 NS | 31 Luglio 2026 | N-PORT |
| QQWZ · Pacer Funds Trust | 0,40% | 107 NS | 31 Luglio 2026 | N-PORT |
| USMV · iShares Trust | 0,39% | 48.341 SH | 11 Settembre 2026 | Giornaliero |
| HAPI · Harbor ETF Trust | 0,38% | 985 NS | 31 Luglio 2026 | N-PORT |
| TRFM · ETF Series Solutions | 0,36% | 480 NS | 31 Luglio 2026 | N-PORT |
| QQQ · Invesco QQQ Trust, Series 1 | 0,36% | 1.058.172 SH | 05 Ottobre 2026 | Giornaliero |
| QQQM · Invesco Exchange-Traded Fund Trust … | 0,36% | 233.658 SH | 05 Ottobre 2026 | Giornaliero |
| USXF · iShares Trust | 0,35% | 2.706 SH | 11 Settembre 2026 | Giornaliero |
| SUSA · iShares Trust | 0,32% | 6.697 SH | 11 Settembre 2026 | Giornaliero |
| EGUS · iShares Trust | 0,30% | 44 SH | 11 Settembre 2026 | Giornaliero |
| IQSU · New York Life Investments ETF Trust | 0,26% | 457 NS | 31 Luglio 2026 | N-PORT |
| SUSL · iShares Trust | 0,26% | 1.610 SH | 11 Settembre 2026 | Giornaliero |
| WINN · Harbor ETF Trust | 0,22% | 1.349 NS | 31 Luglio 2026 | N-PORT |
| SIZE · iShares Trust | 0,22% | 490 SH | 11 Settembre 2026 | Giornaliero |
| FFLC · FIDELITY COVINGTON TRUST | 0,22% | 1.382 NS | 31 Luglio 2026 | N-PORT |
| EUSA · iShares, Inc. | 0,20% | 2.044 SH | 11 Settembre 2026 | Giornaliero |
| GTO · Invesco Actively Managed Exchange-T… | 0,19% | 6.100.000 | 05 Ottobre 2026 | Giornaliero |
| GLBL · Pacer Funds Trust | 0,17% | 1 NS | 31 Luglio 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,17% | 944 SH | 05 Ottobre 2026 | Giornaliero |
| USCL · iShares Trust | 0,16% | 2.429 SH | 11 Settembre 2026 | Giornaliero |
| GLOF · iShares Trust | 0,16% | 171 SH | 11 Settembre 2026 | Giornaliero |
| ESGU · iShares Trust | 0,15% | 14.429 SH | 11 Settembre 2026 | Giornaliero |
| ACWV · iShares, Inc. | 0,15% | 2.593 SH | 11 Settembre 2026 | Giornaliero |
| ILCV · iShares Trust | 0,15% | 1.025 SH | 11 Settembre 2026 | Giornaliero |
| ESGV · VANGUARD WORLD FUND | 0,14% | 10.604 SH | 19 Agosto 2026 | Giornaliero |
| BKLC · BNY Mellon ETF Trust | 0,14% | 4.003 NS | 31 Luglio 2026 | N-PORT |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,14% | 6.492 NS | 31 Luglio 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0,14% | 796 NS | 31 Luglio 2026 | N-PORT |
| ILCB · iShares Trust | 0,14% | 917 SH | 11 Settembre 2026 | Giornaliero |
| ILCG · iShares Trust | 0,12% | 2.025 SH | 11 Settembre 2026 | Giornaliero |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,12% | 7.510 SH | 05 Ottobre 2026 | Giornaliero |
| CRBN · iShares Trust | 0,11% | 690 SH | 11 Settembre 2026 | Giornaliero |
| TOK · iShares Trust | 0,10% | 126 SH | 11 Settembre 2026 | Giornaliero |
| VOXP · Advisors Series Trust | 0,10% | 3 NS | 31 Luglio 2026 | N-PORT |
| URTH · iShares, Inc. | 0,10% | 4.076 SH | 11 Settembre 2026 | Giornaliero |
| TILT · FlexShares Trust | 0,09% | 1.085 NS | 31 Luglio 2026 | N-PORT |
| ACWI · iShares Trust | 0,08% | 14.638 SH | 11 Settembre 2026 | Giornaliero |
| PEVC · Pacer Funds Trust | 0,08% | 1 NS | 31 Luglio 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,07% | 39.324 SH | 19 Agosto 2026 | Giornaliero |
| LRGF · iShares Trust | 0,05% | 956 SH | 11 Settembre 2026 | Giornaliero |
| FTLS · First Trust Exchange-Traded Fund III | -0,48% | -6.388 NS | 31 Luglio 2026 | N-PORT |
MELI Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo
Target Price a 12 Mesi
26 analisti · 2026-10-04Target medio $2269.94 +22,2%
Ultime notizie Notizie recenti che menzionano questa società
Segnali di trading Segnali recenti di acquisto/vendita con prezzo di entrata e rapporto rischio/rendimento
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