ZD Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

03

Prezzo $55.20

Capitalizzazione di Mercato (MRQ) $1.93B

P/E (TTM) 3.1

EPS (TTM) $17.72

Ricavi (TTM) $1.32B

ROE (TTM) 31.5%

D/E Debito/Patrimonio (MRQ) 0.4

Intervallo 52 sett. $22–$60

ZD Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

04

intervallo

barre

La granularità delle barre si adatta al periodo selezionato — passa il mouse sul grafico per vedere apertura/massimo/minimo/chiusura di una barra.

Split azionari 4

Data ex-dividendo	Split	Tipo
08 Ottobre 2021	23-for-20	Avanti
25 Maggio 2006	2-for-1	Avanti
02 Settembre 2003	2-for-1	Avanti
08 Febbraio 2001	1-for-4	Inverso

Informazioni su Ziff Davis, Inc. - Common Stock Panoramica della società da Wikipedia

05 · wikidata

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.

Leggi di più Mostra meno

Fonte: Wikipedia (Inglese), CC BY-SA 4.0 · Vedi su Wikipedia ↗

Wikidata ↗

settoreCommunication Services industriaMedia dipendenti3.900 paeseUS

Performance decennale Andamento di ricavi, utile netto, margini e EPS

06

Ricavi$1.45B

2016-12-31 → 2025-12-31

EPS$1.15

2016-12-31 → 2025-12-31

Flusso di cassa libero$288M

2016-12-31 → 2025-12-31

Margine netto48.6%

2016-12-31 → 2025-12-31

Valutazione e Rapporti 07–12

Valutazione Rapporti P/E, P/S, P/B, EV/EBITDA — il titolo è costoso o economico?

Metrica	ZD	media 5 anni	Mediana dei peer	Verdetto
P/E (TTM)	3.1media 5 anni ≈42.6	≈42.6	18.5	Sottovalutato
P/S (TTM)	1.5media 5 anni ≈2.3	≈2.3	1.3	Valore equo
P/B (MRQ)	0.9media 5 anni ≈1.7	≈1.7	2.1	Sottovalutato
EV / EBITDA	5.6media 5 anni ≈8.6	≈8.6	21.7	Sottovalutato
Prezzo / FCF (TTM)	6.1media 5 anni ≈11.4	≈11.4	·	·
Prezzo / Flusso di cassa (TTM)	4.3media 5 anni ≈8.1	≈8.1	12.3	Sottovalutato
EV / Revenue (EV / Ricavi)	1.6media 5 anni ≈2.4	≈2.4	·	·
EV / FCF	8.1media 5 anni ≈12.4	≈12.4	·	·
Prezzo / Valore contabile tangibile (MRQ)	1.0	·	·	·

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	ZD	media 5 anni	Mediana dei peer	Verdetto
Margine Operativo (TTM)	5.5%media 5 anni ≈11.3%	≈11.3%	10.1%	Debole
Margine EBITDA (TTM)	21.5%media 5 anni ≈28.0%	≈28.0%	12.5%	Debole
Margine ante imposte (TTM)	-1.9%media 5 anni ≈10.4%	≈10.4%	14.2%	Debole
Margine di Profitto Netto (TTM)	48.6%media 5 anni ≈10.1%	≈10.1%	16.2%	Di prim'ordine
ROA (TTM)	17.1%media 5 anni ≈3.9%	≈3.9%	15.0%	Debole
ROE (TTM)	31.5%media 5 anni ≈8.3%	≈8.3%	20.0%	Debole
ROIC	4.8%media 5 anni ≈4.0%	≈4.0%	18.5%	Debole

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Metrica	ZD	media 5 anni	Mediana dei peer	Verdetto
Debito / Patrimonio Netto (MRQ)	0.4media 5 anni ≈0.5	≈0.5	0.2	Debito elevato
Rapporto corrente (MRQ)	2.2media 5 anni ≈2.1	≈2.1	1.9	Liquidità elevata
Quick Ratio	1.2media 5 anni ≈2.0	≈2.0	1.6	Liquidità elevata
Debito a lungo termine / Patrimonio netto (MRQ)	0.3media 5 anni ≈0.5	≈0.5	0.2	Debito elevato
Interest Coverage (Copertura degli interessi)	4.9media 5 anni ≈3.7	≈3.7	·	·

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metrica	ZD	media 5 anni	Mediana dei peer	Verdetto
Revenue YoY (Ricavi YoY)	3.5%media 5 anni ≈5.0%	≈5.0%	·	·
Revenue CAGR 3Y (CAGR Ricavi 3Y)	1.4%media 5 anni ≈2.2%	≈2.2%	·	·
Revenue CAGR 5Y (CAGR Ricavi 5Y)	4.6%	·	·	·
EPS YoY	-19.0%media 5 anni ≈29.0%	≈29.0%	·	·
Net Income YoY (Utile Netto YoY)	-24.9%media 5 anni ≈26.9%	≈26.9%	·	·
EPS CAGR 3Y (CAGR EPS 3 anni)	-5.4%media 5 anni ≈-29.5%	≈-29.5%	·	·
EPS CAGR 5Y (CAGR EPS 5 anni)	-18.4%	·	·	·
Net Income CAGR 3Y (CAGR Utile Netto 3 anni)	-9.4%media 5 anni ≈-31.4%	≈-31.4%	·	·
Net Income CAGR 5Y (CAGR Utile Netto 5 anni)	-20.7%	·	·	·

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Metrica	ZD	media 5 anni	Mediana dei peer	Verdetto
EPS (Diluted) (EPS (Diluito))	$1.15media 5 anni ≈$3.04	≈$3.04	·	·
Revenue / Share (Ricavi / Azione)	$35.31media 5 anni ≈$31.07	≈$31.07	·	·
Cash Flow / Share (Flusso di cassa / Azione)	$9.90media 5 anni ≈$8.70	≈$8.70	·	·
Cash / Share (Liquidità / Azione)	$15.82media 5 anni ≈$14.42	≈$14.42	·	·

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Metrica	ZD	media 5 anni	Mediana dei peer	Verdetto
Asset Turnover (Rotazione delle attività)	0.4media 5 anni ≈0.4	≈0.4	0.8	Debole
Receivables Turnover (Rotazione dei crediti)	2.2media 5 anni ≈3.6	≈3.6	8.0	Debole
Revenue / Employee (Ricavi / Dipendente)	≈$372.1K	·	·	·

valore · ≈ media 5 anni · mediana del settore · giudizio rispetto alla mediana

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

13

Pagamento annualizzato≈$1.58Pagato trimestralmente

Data ex-dividendo	Importo	Valuta	Rendimento
Mag 17, 2019	$0,40	USD	≈2.0%
Feb 22, 2019	$0,39	USD	≈2.0%
Nov 16, 2018	$0,38	USD	≈2.3%
Ago 17, 2018	$0,37	USD	≈2.1%
Mag 17, 2018	$0,36	USD	≈1.9%
Feb 21, 2018	$0,35	USD	≈2.0%
Nov 16, 2017	$0,34	USD	≈2.1%
Ago 10, 2017	$0,33	USD	≈2.1%
Mag 17, 2017	$0,33	USD	≈1.8%
Feb 17, 2017	$0,32	USD	≈1.7%
Nov 16, 2016	$0,31	USD	≈1.8%
Ago 15, 2016	$0,30	USD	≈1.9%
Mag 16, 2016	$0,29	USD	≈2.0%
Feb 19, 2016	$0,28	USD	≈1.7%
Nov 13, 2015	$0,27	USD	≈1.6%
Ago 13, 2015	$0,27	USD	≈1.6%
Mag 15, 2015	$0,26	USD	≈1.7%
Feb 19, 2015	$0,25	USD	≈1.7%
Nov 13, 2014	$0,25	USD	≈2.0%
Ago 14, 2014	$0,24	USD	≈2.0%

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

14

Sorpresa media -3.7%

Prossimo report Nov 04, 2026

Periodo	Rapporto	EPS Actual	EPS Stimato	Sorpresa
30 Giugno 2026	Ago 12, 2026	$1.03	$0.89	15.9%
31 Marzo 2026	Mag 12, 2026	$0.73	$0.87	-15.8%
31 Dicembre 2025		$2.56	$2.79	-8.2%
30 Settembre 2025		$1.76	$1.84	-4.3%
30 Giugno 2025		$1.24	$1.22	1.5%
31 Marzo 2025		$1.14	$1.28	-11.2%

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

15

Conto Economico 17

Metrica	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

Stato Patrimoniale 28

Metrica	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

Flusso di cassa 18

Metrica	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

Redditività 8

Metrica	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%

Liquidità e Solvibilità 5

Metrica	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

Efficienza 2

Metrica	Tendenza	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

Per Azione 7

Metrica	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014
Book Value / Share	$45.69	$42.26	$41.08	$40.04	$41.48	$27.31	$27.51	$21.81	$21.32	$19.28	$18.57	$17.30
Revenue / Share	$35.31	$31.48	$29.36	$29.58	$29.60	$31.61	$27.99	$24.68	$22.97	$18.23	$14.99	$12.72
Cash Flow / Share	$9.90	$8.77	$6.89	$7.15	$10.79	$10.19	$8.41	$8.20	$5.43	$5.89	$4.76	$3.76
Cash / Share	$15.82	$11.81	$16.01	$13.81	$14.65	$5.47	$12.08	$4.41	$7.33	$2.61	$5.33	$9.15
Dividend / Share	·	·	·	·	·	$0.00	·	·	·	·	·	·
Dividend Paid / Share	·	·	·	·	$0.00	$0.00	$0.90	$1.68	$1.52	$1.36	$1.22	$1.10
EPS (TTM)	$1.15	$1.42	$0.89	$1.36	$10.37	$3.18	$4.39	$2.59	$2.83	$3.13	$2.73	$2.58

Tassi di Crescita 9

Metrica	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%	·	·	·	·	·	·	·	·	·	·	·

Valutazione (TTM) 17

Metrica	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

Conto Economico 16

Metrica	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	·	40,558,629	41,732,800	42,558,090	·	43,924,158	45,492,809	45,860,033	·	46,062,097	46,798,800	46,987,249	·	46,871,897
Shares (Diluted)	36,381,271	37,597,190	·	40,558,629	41,750,114	42,768,678	·	43,924,158	50,665,112	45,955,365	·	46,062,097	46,798,800	46,987,249	·	46,871,897
EBITDA	$-45M	·	·	$28M	$33M	$91M	·	$-29M	·	$84M	·	$-13M	$39M	$81M	·	$29M

Stato Patrimoniale 28

Metrica	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	$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

Flusso di cassa 15

Metrica	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	·	·

Redditività 8

Metrica	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%	·	11.4%	·	-3.9%	11.9%	8.6%	·	8.5%
Net Margin	217.8%	·	·	-0.99%	7.5%	7.4%	·	-13.7%	·	3.4%	·	-9.1%	5.1%	-2.5%	·	5.3%
Pretax Margin	-17.8%	·	·	2.5%	7.2%	8.0%	·	-10.2%	·	6.2%	·	-7.5%	7.3%	0.31%	·	11.6%
EBITDA Margin	-15.6%	·	·	7.8%	9.5%	27.7%	·	-8.3%	·	26.8%	·	-3.9%	11.9%	26.4%	·	8.5%
ROA	16.6%	·	·	-0.10%	0.73%	0.67%	·	-1.4%	·	0.29%	·	-0.91%	0.48%	-0.21%	·	0.50%
ROE	30.6%	·	·	-0.20%	1.4%	1.3%	·	-2.7%	·	0.56%	·	-1.7%	0.91%	-0.41%	·	1.1%
ROIC	-1.5%	·	·	-0.42%	1.0%	0.88%	·	-1.5%	·	0.71%	·	-0.57%	0.99%	1.5%	·	0.56%

Liquidità e Solvibilità 4

Metrica	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	·	2.5	2.5	2.5	·	2.3
Quick Ratio	2.1	·	·	1.4	1.4	1.3	·	1.3	·	1.8	·	2.3	2.3	2.4	·	2.2
Debt / Equity	0.4	·	·	0.5	0.5	0.5	·	0.5	·	0.5	·	0.6	0.5	0.5	·	0.6
LT Debt / Equity	0.3	·	·	0.5	0.5	0.5	·	0.5	·	0.5	·	0.6	0.5	0.5	·	0.6

Efficienza 2

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		0.1	·	·	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	·	1.3	1.2	1.1	·	1.4

Per Azione 5

Metrica	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	$64.00	·	·	$44.98	$44.76	$43.13	·	$41.00	·	$41.23	·	$39.23	$40.14	$40.07	·	$38.01
Revenue / Share	$7.88	·	·	$8.97	$8.16	$7.44	·	$8.05	·	$6.84	·	$7.40	$6.97	$6.54	·	$7.29
Cash Flow / Share	·	·	·	·	·	$0.47	·	·	·	$1.64	·	·	·	$2.45	·	·
Cash / Share	$45.94	·	·	$12.59	$11.11	$10.21	·	$9.03	·	$15.93	·	$14.37	$14.63	$15.26	·	$13.18
EPS (TTM)	$17.72	$1.69	·	$2.64	$1.62	$1.76	·	$1.25	$1.69	$1.28	·	$0.98	$2.04	$0.69	·	$7.38

Valutazione (TTM) 13

Metrica	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	$1.32B	$1.26B	·	$1.34B	$1.33B	$1.36B	·	$1.38B	$1.37B	$1.37B	·	$1.37B	$1.37B	$1.38B	·	$1.40B
Net Income TTM	$643M	$69M	·	$111M	$66M	$77M	·	$62M	$80M	$60M	·	$46M	$95M	$32M	·	$357M
Market Cap	$1.83B	·	·	$1.52B	$1.25B	$1.59B	·	$2.08B	·	$2.91B	·	$2.93B	$3.25B	$3.69B	·	$3.23B
Enterprise Value	$1.09B	·	·	$1.89B	$1.65B	$2.02B	·	$2.56B	·	$3.16B	·	$3.24B	$3.54B	$3.93B	·	$3.55B
P/E	3.0	24.8	·	14.4	18.7	21.4	·	38.9	32.6	49.2	·	65.0	34.3	113.1	·	9.3
P/S	1.4	·	·	1.1	0.9	1.2	·	1.5	·	2.1	·	2.1	2.4	2.7	·	2.3
P/B	0.8	·	·	0.8	0.7	0.9	·	1.2	·	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	·	·
EV / Revenue	0.8	·	·	1.4	1.2	1.5	·	1.9	·	2.3	·	2.4	2.6	2.8	·	2.5
Dividend Yield	0.00%	·	·	0.00%	0.00%	0.00%	·	0.00%	·	0.00%	·	0.00%	0.00%	0.00%	·	0.00%
Earnings Yield	33.8%	4.0%	·	6.9%	5.3%	4.7%	·	2.6%	3.1%	2.0%	·	1.5%	2.9%	0.88%	·	10.8%
Annual Payout	$-48.0K	·	·	$-48.0K	$-48.0K	$-48.0K	·	$-48.0K	$-48.0K	$-48.0K	·	$-48.0K	$-48.0K	$-48.0K	·	$-48.0K

Periodo più recente a sinistra · valori nulli mostrati come ·

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

16

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Ricavi	$1.45B	$1.40B	$1.36B	$1.39B	$1.42B
Margine Lordo %	·	·	·	·	86.7%
Margine Operativo %	12.6%	8.1%	9.7%	14.3%	11.8%
Utile netto	$47M	$63M	$42M	$64M	$497M
EPS Diluito	$1.15	$1.42	$0.89	$1.36	$10.37

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Debito / Patrimonio Netto	0.5	0.5	0.5	0.5	0.6
Rapporto corrente	1.3	1.4	2.8	2.5	2.6
Quick Ratio	1.2	1.3	2.6	2.3	2.5

Metrica	2025-12-31	2024-12-31	2023-12-31	2022-12-31	2021-12-31
Flusso di cassa libero	$288M	$284M	$211M	$230M	$403M

Proprietari istituzionali (13F) 286 filer · $2.2B totale · Aggiornato al 30 Settembre 2026

17

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.

Detentori 286

Valore detenuto $2.2B

Nuove posizioni 47

Posizioni chiuse 45

Attività istituzionale — Q2 2026 vs trimestre precedente

Nuove posizioni	Posizioni chiuse	Aumentato	Diminuito	Variazione netta delle azioni
47 (-6 vs trimestre precedente)	45 (+2 vs trimestre precedente)	69 (-8 vs trimestre precedente)	105 (-3 vs trimestre precedente)	-3.9M

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
BlackRock, Inc.	$302.218.253	5.770.828	13,58%	Azioni
VANGUARD GROUP INC	$156.467.378	4.451.419	7,03%	Azioni
JANUS HENDERSON GROUP PLC	$147.963.401	3.526.329	6,65%	Azioni
Pale Fire Capital SE	$139.333.213	2.660.554	6,26%	Azioni
DIMENSIONAL FUND ADVISORS LP	$118.093.427	2.254.978	5,31%	Azioni
VANGUARD PORTFOLIO MANAGEMENT LLC	$114.736.019	2.190.873	5,16%	Azioni
Legal & General Group Plc	$94.314.233	1.800.921	4,24%	Azioni
VANGUARD CAPITAL MANAGEMENT LLC	$86.751.219	1.656.506	3,90%	Azioni
STATE STREET CORP	$84.700.567	1.617.349	3,81%	Azioni
FIRST TRUST ADVISORS LP	$53.037.141	1.012.739	2,38%	Azioni
GEODE CAPITAL MANAGEMENT, LLC	$50.591.607	965.877	2,27%	Azioni
D. E. Shaw & Co., Inc.	$43.457.568	829.818	1,95%	Azioni
RICE HALL JAMES & ASSOCIATES, LLC	$43.021.746	821.496	1,93%	Azioni
MORGAN STANLEY	$39.732.085	758.679	1,79%	Azioni
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$39.112.430	746.848	1,76%	Azioni
Nuveen, LLC	$36.752.062	701.777	1,65%	Azioni
AMERICAN CENTURY COMPANIES INC	$35.139.170	670.979	1,58%	Azioni
Varde Management, L.P.	$32.680.346	624.028	1,47%	Azioni
CastleKnight Management LP	$31.225.822	596.254	1,40%	Azioni
GOLDMAN SACHS GROUP INC	$28.929.555	552.407	1,30%	Azioni
BRAVE ASSET MANAGEMENT INC	$24.628.668	470.282	1,11%	Azioni
NORTHERN TRUST CORP	$24.270.824	463.449	1,09%	Azioni
Allianz Asset Management GmbH	$23.846.784	455.352	1,07%	Azioni
CDAM (UK) Ltd	$23.749.900	453.502	1,07%	Azioni
Whitefort Capital Management, LP	$21.911.032	418.389	0,98%	Azioni
Bank of New York Mellon Corp	$16.360.878	312.409	0,74%	Azioni
PRINCIPAL FINANCIAL GROUP INC	$15.799.506	301.690	0,71%	Azioni
GLENMEDE TRUST CO NA	$14.761.478	281.869	0,66%	Azioni
Glenmede Investment Management, LP	$13.234.948	347.374	0,59%	Azioni
MONIMUS CAPITAL MANAGEMENT, LP	$13.172.469	251.527	0,59%	Azioni
Converium Capital Inc.	$13.092.500	250.000	0,59%	Azioni
VANGUARD FIDUCIARY TRUST CO	$12.753.195	243.521	0,57%	Azioni
BRIDGEWAY CAPITAL MANAGEMENT, LLC	$12.738.217	243.235	0,57%	Azioni
Cambria Investment Management, L.P.	$11.614.252	221.773	0,52%	Azioni
JPMORGAN CHASE & CO	$11.472.464	218.153	0,52%	Azioni
UBS Group AG	$10.834.306	206.880	0,49%	Azioni
BANK OF AMERICA CORP /DE/	$10.739.517	205.070	0,48%	Azioni
TOCQUEVILLE ASSET MANAGEMENT L.P.	$10.275.884	196.217	0,46%	Azioni
Invesco Ltd.	$9.907.565	189.184	0,45%	Azioni
Empowered Funds, LLC	$8.422.301	160.823	0,38%	Azioni
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$8.421.096	160.800	0,38%	Opzione Call
Universal- Beteiligungs- und Servicegesellschaft mbH	$7.577.154	144.685	0,34%	Azioni
VICTORY CAPITAL MANAGEMENT INC	$7.259.739	138.624	0,33%	Azioni
AXA Investment Managers S.A.	$7.243.801	190.126	0,33%	Azioni
Quantinno Capital Management LP	$6.936.406	132.450	0,31%	Azioni
Public Sector Pension Investment Board	$6.625.486	126.513	0,30%	Azioni
Amundi	$6.457.483	123.305	0,29%	Azioni
CITADEL ADVISORS LLC	$6.420.143	122.592	0,29%	Azioni
Verition Fund Management LLC	$5.519.798	105.400	0,25%	Opzione Call
Creative Planning	$5.446.601	104.002	0,24%	Azioni

Mostra tutti i 286 proprietari istituzionali →

Attivisti e proprietari del 5%+ 2 partecipazioni

18

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
Pale Fire Capital SICAV a.s., Pale Fire Capital investicni spolecnost a.s., Pale Fire Capital SE, Barta Jan, Senkypl Dusan	03 Marzo 2026	6,90%	Deposito iniziale	Investimento passivo	SEC
j2 Global, Inc. ×10 depositi	21 Luglio 2016	·	Deposito iniziale	·	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 27 insider · 10 dirigenti · 16 direttori

19

Insider	Ruolo	Ultima attività	Azioni possedute	Vendite 12m	Netto 12m
Vivek Shah	Chief Executive Officer	11 Marzo 2026 A	360.282	0	$0
Nehemia Zucker	Chief Executive Officer	29 Dicembre 2017 F	149.642	0	$0
Bret Richter	Chief Financial Officer	10 Giugno 2026 S	29.244	1	$-843.840
Scott R Turicchi	President and CFO	08 Settembre 2021 M	234.891	0	$0
Kathleen Griggs	Chief Financial Officer	06 Agosto 2014 S	28.061	0	$0
Scott M Jarus	Co-President	09 Settembre 2005 M	1.854	0	$0
Layth Taki	Chief Accounting Officer	08 Marzo 2024 M	3.341	0	$0
Steve P. Dunn	Chief Accounting Officer	21 Novembre 2022 F	224	0	$0
Jeffrey Daniel Adelman	VP/General Counsel	15 Agosto 2014 S	25.991	0	$0
Greggory Kalvin	Chief Accounting Officer	09 Maggio 2007 M	0	0	$0
Brian W Kretzmer	Direttore	18 Agosto 2026 S	20.000	2	$-226.590
Kirk P Mcdonald	Direttore	08 Giugno 2026 S	13.468	2	$-50.150
Jana Barsten	Direttore	03 Giugno 2026 S	12.513	1	$-150.615
Teresa A Harris	Direttore	06 Maggio 2026 A	20.746	0	$0
Neville R Ray	Direttore	06 Maggio 2026 A	14.569	0	$0
Sarah Ann Fay	Direttore	06 Maggio 2026 A	31.522	0	$0
Scott C Taylor	Direttore	06 Maggio 2026 A	22.161	0	$0
Jon Miller	Direttore	10 Maggio 2023 M	168.659	0	$0
Richard Ressler	Direttore	07 Maggio 2022 M	6.606	0	$0
Pamela Sutton-Wallace	Direttore	30 Settembre 2021 M	2.855	0	$0
Douglas Y Bech	Direttore	07 Giugno 2021 G	128.176	0	$0
Stephen Ross	Direttore	07 Maggio 2021 A	17.865	0	$0
Robert J Cresci	Direttore	07 Maggio 2020 A	92.626	0	$0
Michael Schulhof	Direttore	07 Maggio 2014 A	28.887	0	$0
John Rieley	Direttore	04 Agosto 2011 M	50.553	0	$0
Lori A. Tansley	·	12 Agosto 2026 S	767	1	$-76.664
Jeremy Rossen	·	10 Agosto 2026 S	10.643	3	$-784.653

Insider dai depositi SEC Modulo 3/4/5; netto = solo acquisti/vendite di mercato

Proprietà ETF Posseduti da 62 ETF

20

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
PSCU · Invesco Exchange-Traded Fund Trust …	1,75%	4.617 SH	02 Ottobre 2026	Giornaliero
PTF · Invesco Exchange-Traded Fund Trust	1,71%	198.515 SH	02 Ottobre 2026	Giornaliero
CAFG · Pacer Funds Trust	1,49%	8.441 NS	31 Luglio 2026	N-PORT
MYLD · Cambria ETF Trust	1,07%	6.811 NS	31 Luglio 2026	N-PORT
SYLD · Cambria ETF Trust	1,05%	197.601 NS	31 Luglio 2026	N-PORT
VAMO · Cambria ETF Trust	0,99%	20.345 NS	31 Luglio 2026	N-PORT
RZV · Invesco Exchange-Traded Fund Trust	0,88%	44.850 SH	02 Ottobre 2026	Giornaliero
FYT · First Trust Exchange-Traded AlphaDE…	0,50%	18.255 NS	31 Luglio 2026	N-PORT
SCOW · Pacer Funds Trust	0,48%	154 NS	31 Luglio 2026	N-PORT
HAPS · Harbor ETF Trust	0,37%	11.742 NS	31 Luglio 2026	N-PORT
DWAS · Invesco Exchange-Traded Fund Trust …	0,36%	26.865 SH	02 Ottobre 2026	Giornaliero
CALF · Pacer Funds Trust	0,32%	220.493 NS	31 Luglio 2026	N-PORT
FYX · First Trust Exchange-Traded AlphaDE…	0,26%	66.628 NS	31 Luglio 2026	N-PORT
VIOV · VANGUARD ADMIRAL FUNDS	0,21%	78.161 SH	19 Agosto 2026	Giornaliero
VFMF · VANGUARD WELLINGTON FUND	0,18%	24.049 SH	19 Agosto 2026	Giornaliero
EBIT · Harbor ETF Trust	0,14%	310 NS	31 Luglio 2026	N-PORT
NUSC · Nushares ETF Trust	0,14%	33.170 NS	31 Luglio 2026	N-PORT
DFSV · Dimensional ETF Trust	0,13%	208.715 NS	31 Luglio 2026	N-PORT
QVMS · Invesco Exchange-Traded Fund Trust …	0,13%	5.554 SH	02 Ottobre 2026	Giornaliero
VTWV · VANGUARD SCOTTSDALE FUNDS	0,12%	30.038 SH	19 Agosto 2026	Giornaliero
FCOM · FIDELITY COVINGTON TRUST	0,11%	35.999 NS	31 Luglio 2026	N-PORT
VOX · VANGUARD WORLD FUND	0,11%	121.807 SH	19 Agosto 2026	Giornaliero
VIOO · VANGUARD ADMIRAL FUNDS	0,10%	128.406 SH	19 Agosto 2026	Giornaliero
FAB · First Trust Exchange-Traded AlphaDE…	0,10%	3.158 NS	31 Luglio 2026	N-PORT
ESML · iShares Trust	0,09%	44.919 SH	11 Settembre 2026	Giornaliero
DFAT · Dimensional ETF Trust	0,08%	231.083 NS	31 Luglio 2026	N-PORT
RWJ · Invesco Exchange-Traded Fund Trust …	0,08%	30.389 SH	02 Ottobre 2026	Giornaliero
BBSC · J.P. Morgan Exchange-Traded Fund Tr…	0,07%	9.508 NS	31 Luglio 2026	N-PORT
IWM · iShares Trust	0,06%	890.813 SH	11 Settembre 2026	Giornaliero
VTWO · VANGUARD SCOTTSDALE FUNDS	0,06%	201.099 SH	19 Agosto 2026	Giornaliero
RSSL · Global X Funds	0,06%	16.701 NS	31 Luglio 2026	N-PORT
PKW · Invesco Exchange-Traded Fund Trust	0,05%	16.894 SH	02 Ottobre 2026	Giornaliero
VFVA · VANGUARD WELLINGTON FUND	0,05%	7.445 SH	19 Agosto 2026	Giornaliero
DFAS · Dimensional ETF Trust	0,05%	130.545 NS	31 Luglio 2026	N-PORT
VBR · VANGUARD INDEX FUNDS	0,04%	535.230 SH	19 Agosto 2026	Giornaliero
OMFS · Invesco Exchange-Traded Self-Indexe…	0,03%	1.244 SH	02 Ottobre 2026	Giornaliero
DXUV · Dimensional ETF Trust	0,02%	2.539 NS	31 Luglio 2026	N-PORT
VXF · VANGUARD INDEX FUNDS	0,02%	422.498 SH	19 Agosto 2026	Giornaliero
VB · VANGUARD INDEX FUNDS	0,02%	842.481 SH	19 Agosto 2026	Giornaliero
PRF · Invesco Exchange-Traded Fund Trust	0,02%	31.866 SH	02 Ottobre 2026	Giornaliero
WSML · iShares Trust	0,02%	2.049 SH	11 Settembre 2026	Giornaliero
TILT · FlexShares Trust	0,01%	4.898 NS	31 Luglio 2026	N-PORT
DFAC · Dimensional ETF Trust	0,01%	99.899 NS	31 Luglio 2026	N-PORT
DFSU · Dimensional ETF Trust	0,01%	4.072 NS	31 Luglio 2026	N-PORT
IGM · iShares Trust	0,01%	17.313 SH	11 Settembre 2026	Giornaliero
DCOR · Dimensional ETF Trust	0,01%	3.827 NS	31 Luglio 2026	N-PORT
DFAU · Dimensional ETF Trust	0,00%	8.302 NS	31 Luglio 2026	N-PORT
ITOT · iShares Trust	0,00%	54.977 SH	11 Settembre 2026	Giornaliero
IWV · iShares Trust	0,00%	9.347 SH	09 Settembre 2026	Giornaliero
DFUS · Dimensional ETF Trust	0,00%	10.419 NS	31 Luglio 2026	N-PORT
DFUV · Dimensional ETF Trust	0,00%	2.572 NS	31 Luglio 2026	N-PORT
VTI · VANGUARD INDEX FUNDS	0,00%	1.165.055 SH	19 Agosto 2026	Giornaliero
VT · VANGUARD INTERNATIONAL EQUITY INDEX…	0,00%	30.633 SH	19 Agosto 2026	Giornaliero
VTHR · VANGUARD SCOTTSDALE FUNDS	0,00%	2.873 SH	19 Agosto 2026	Giornaliero
ESGV · VANGUARD WORLD FUND	0,00%	7.727 SH	19 Agosto 2026	Giornaliero
IJR · iShares Trust	·	2.249.369 SH	10 Settembre 2026	Giornaliero
IJS · iShares Trust	·	328.354 SH	08 Settembre 2026	Giornaliero
IWN · iShares Trust	·	327.368 SH	11 Settembre 2026	Giornaliero
XJR · iShares Trust	·	5.097 SH	31 Agosto 2026	Giornaliero
SVAL · iShares Trust	·	13.283 SH	03 Settembre 2026	Giornaliero
ISCB · iShares Trust	·	1.549 SH	11 Settembre 2026	Giornaliero
ISCV · iShares Trust	·	7.733 SH	11 Settembre 2026	Giornaliero

ZD Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

21

rating · 13 analisti COMPRA

Target mediano $62.00 +12,3%

3 23,1% Acquisto forte

7 53,8% Compra

3 23,1% Mantieni

0 0,0% Vendi

0 0,0% Vendita forte

Target Price a 12 Mesi

6 analisti · 2026-10-02

Target medio $63.67 +15,3%

← Sotto tutti i target Prezzo attuale $55.20

Basso$59.00 Media$63.67 Alto$75.00

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

22

Base FY, prezzi alla chiusura dell'ultimo anno fiscale di ciascuna società.

Ticker	Capitalizzazione di Mercato	P/E	Rev YoY	Margine Netto	ROE	Margine lordo
ZD	$1.35B	30.6	3.5%	3.3%	2.6%	·
RUM	·	·	·	·	·	·
PPLI	·	·	·	·	·	·
CARG	·	24.7	13.7%	17.2%	38.5%	92.8%
DJT	·	-4.7	·	·	·	·
GRND	$2.51B	31.5	27.6%	21.5%	80.7%	·
YELP	$1.82B	13.6	3.8%	9.9%	20.0%	·
WBTN	$1.70B	-4.9	2.5%	-25.0%	-26.2%	·
GTM	$3.13B	26.8	2.9%	9.9%	8.1%	84.0%
TRIP	$1.67B	47.0	3.0%	2.1%	6.3%	·
FUBO	$5.13B	-28.0	18.6%	-10.6%	-31.6%	·

Ultime notizie Notizie recenti che menzionano questa società

23

Pale Fire Capital Aggiunge alla Partecipazione in Ziff Davis Valore di 117 Milioni di Dollari, Secondo un Recente Deposito alla SEC Nasdaq · 4 mesi fa Perché un fondo ha aperto una posizione da 9 milioni di dollari in Ziff Davis durante una importante vendita aziendale Nasdaq · 4 mesi, 2 settimane fa Ziff Davis (ZD) Guadagnato dalla Dismissione di Attività Yahoo Finance · 5 mesi, 3 settimane fa

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26

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ZD Ziff Davis, Inc. - Common Stock

ZD Snapshot del titolo Prezzo, capitalizzazione di mercato, P/E, EPS, ROE, debito/capitale proprio, intervallo 52 settimane

ZD Grafico del prezzo delle azioni OHLCV giornaliero con indicatori tecnici — panoramica, zoom e personalizza la tua visualizzazione

Informazioni su Ziff Davis, Inc. - Common Stock Panoramica della società da Wikipedia

History

Brands and subsidiaries

MyFax

StrongVPN

Awards

Litigation

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?

Redditività Margini lordi, operativi e netti; ROE, ROA, ROIC

Salute finanziaria Debito, liquidità, solvibilità — solidità del bilancio

Crescita Crescita di ricavi, EPS e utile netto: YoY, CAGR 3Y, CAGR 5Y

Metriche per Azione EPS, valore contabile per azione, flusso di cassa per azione, dividendo per azione

Efficienza del Capitale Rotazione delle attività, rotazione delle scorte, rotazione dei crediti

Dividendi Rendimento, payout ratio, storico dividendi, CAGR 5Y

Cronologia utili EPS effettivo vs stima, surprise %, tasso di superamento, data prossimi utili

Fondamentali Completi Tutte le metriche per anno — conto economico, stato patrimoniale, rendiconto finanziario

Bilanci Conto economico, stato patrimoniale, flusso di cassa — annuale, ultimi 5 anni

Proprietari istituzionali (13F) 286 filer · $2.2B totale · Aggiornato al 30 Settembre 2026

Attivisti e proprietari del 5%+ 2 partecipazioni

Insider aziendali 27 insider · 10 dirigenti · 16 direttori

Proprietà ETF Posseduti da 62 ETF

ZD Consenso degli analisti Opinioni degli analisti, sia rialziste che ribassiste, target price a 12 mesi, potenziale di rialzo

Target Price a 12 Mesi

Confronto Peer (GICS sub-settore industriale) Metriche chiave rispetto ai pari del settore

Ultime notizie Notizie recenti che menzionano questa società

Le Mie Metriche La tua watchlist personale — righe selezionate da Fondamentali Completi