CSGP CoStar Group, Inc. - Common Stock
CoStar Group, Inc. - Common Stock について Wikipediaからの企業概要
CoStar Group, Inc. is an American provider of information, analytics, and marketing services to the commercial property industry in North America and Europe. Founded in 1987 by Andrew C. Florance and based in Arlington, Virginia, the company operates the CoStar online database and news website and several online marketplaces, including Apartments.com and Homes.com.
続きを読む
CoStar Group, Inc. is an American provider of information, analytics, and marketing services to the commercial property industry in North America and Europe. Founded in 1987 by Andrew C. Florance and based in Arlington, Virginia, the company operates the CoStar online database and news website and several online marketplaces, including Apartments.com and Homes.com.
History
Origins
CoStar Group was founded in 1987 by Andrew C. Florance in Washington, D.C., as one of the first companies that digitized and aggregated property data before the Internet became widely available. In 1998, the company went public via an initial public offering on Nasdaq, raising $22.5 million. In June 2004, the lawsuit CoStar Group, Inc. v. LoopNet, Inc. became a landmark case in copyright law about the role of an Internet service provider in monitoring copyrighted content posted on its servers. In October 2009, the company acquired a building from the Mortgage Bankers Association for $41.3 million, which served as the company's headquarters. The building had sold for $97 million two years earlier, with CoStar Group claiming that it had used its analytics data to determine the right time to buy. In 2025, CoStar Group moved its headquarters to Arlington, Virginia.
Growth and expansion
Throughout the 2010s, CoStar Group expanded its footprint in the commercial property industry with a series of acquisitions in North America and Europe. In 2009, it acquired Property and Portfolio Research company Grecam, joining the company's existing Grecam service. In 2012, it acquired the online marketing site LoopNet for $860 million. With the acquisition, CoStar Group also took over the Loopnet properties BizBuySell and LandsofAmerica. Two years later, the company acquired Apartments.com for $585 million, as well as Apartment Finder the following year.
From 2017 through 2020, the company acquired the online marketplaces Westside Rentals, ForRent.com (previously owned by Dominion Enterprises), Cozy Services, Off Campus Partners, and Ten-X; in addition to the hotel research and analytics firm STR, the residential mobile application provider Homesnap. In April 2021, it acquired Homes.com, a prominent residential real-estate website, from Dominion Enterprises for $156 million in cash. In February 2025, CoStar acquired the 3D spatial mapping company Matterport for $1.6 billion.
Overseas, its European division acquired the German real-estate business data company Thomas Daily and the Spanish online marketplace and information provider Belbex in 2016. From 2018 through 2023, it acquired the British online marketplace Realla, the German real-estate data company Emporis, the French online marketplace BureauxLocaux, and the British property portal OnTheMarket. After initially taking a 16.9% stake in Australian real estate information company Domain Group, CoStar entered an agreement to acquire 100% of the company for US$1.92 billion in May 2025.
Other activities
In 2019, CoStar Group announced that Oxford Economics would provide the economic data and forecasts used in its products.
In 2022, Business Insider reported that over 29 then-current and former employees had claimed to have been excessively monitored and micromanaged – including with unscheduled check-in video calls made by the company's IT department – as well as being publicly berated and arbitrarily fired in some cases. The company made efforts to take down criticism of itself on various social media platforms. CoStar Group denied the allegations, contending that the discontent had stemmed from the company's high expectations.
In 2024, CoStar Group purchased an estimated $35 million worth of airtime at Super Bowl LVIII for four Super Bowl commercials advertising its subsidiaries Homes.com and Apartments.com, which The New York Times described as an effort to rival competitor services such as Zillow and Realtor.com.
CoStar has been criticized for anticompetitive and monopolistic business practices, often using aggressive litigation and "public-relations warfare" to "push [competitors] to the brink of collapse or weaken them enough to make them soft targets for an acquisition".
Legal cases
Xceligent
In December 2016, CoStar Group filed a lawsuit against rival Xceligent, owned by London-based Daily Mail and General Trust for copyright infringement of thousands of images. According to the lawsuit, Xceligent used offshore contractors in India and the Philippines to copy CoStar Group's copyrighted photographs and crop out the CoStar Group watermark.. The court entered a $500 million judgement and permanent injunction against Xceligent, valuing each CoStar Group image at $50,000.
CREXi
In September 2020, CoStar Group filed a lawsuit against rival commercial real estate marketplace, Commercial Real Estate Exchange, Inc. (CREXi). The suit alleged CREXi engaged offshore contractors to copy and crop CoStar Group's copyrighted images from LoopNet, a CoStar Group website. In June 2025, the court found significant evidence that CREXi and its contractors copied images from LoopNet, and that CoStar Group owned the photographs that they claimed were infringed.
In September 2024, CoStar Group obtained a permanent injunction against CREXi's founding investor, Leon Capital LLC, for unauthorized access to CoStar's database.
Simultaneously, CoStar Group filed multiple lawsuits in India against CREXi-hired contractors, known as BPOs, for assisting in the copyright infringement. Those cases resulted in several judgments and permanent injunctions against CREXi's offshore contractors.
STR
In February 2024, a proposed consumer class action lawsuit was filed against CoStar Group in multiple states, accusing the company of a price-fixing conspiracy in which it conspired with a group of luxury hotel chains—including Hilton, Hyatt, Marriott, InterContinental, Loews, and Accor—to keep room rental prices artificially high by sharing competitively sensitive information through the company's STR reports. These allegations were based in part on insider information shared by an STR software engineer. In September 2025, the claims were dismissed by the court.
Move, Inc.
In July 2024, CoStar Group was sued by competitor Move, Inc., the operator of Realtor.com, for alleged trade secret misappropriation. Move sought a preliminary injunction against CoStar Group. The injunction was denied by a California federal court on the basis that Move had not provided evidence of any irreparable harm. In April 2025, less than a year after filing its lawsuit, Move voluntarily dismissed the case.
Zillow
CoStar Group sued Zillow in July 2025 for copyright infringement, including for using tens of thousands of CoStar Group's watermarked photographs on its sites, as well as syndicating those photographs on Zillow's partner sites, Redfin and Realtor.com.
Business
CoStar Group provides commercial real estate information, analytics, and online marketplaces for real estate transactions. Its research services include online services and research for the rental home and hotel industry.
As of March 2026, its subsidiaries include:
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CSGP 株価スナップショット 価格、時価総額、P/E、EPS、ROE、負債/資本、52週レンジ
CSGP 株価チャート 技術指標付きの日次 OHLCV — パン、ズーム、ビューのカスタマイズ
10年間のパフォーマンス 収益、純利益、利益率、EPSのトレンド
バリュエーション P/E、P/S、P/B、EV/EBITDA比率 — 株は割高か割安か？
収益性 粗利益率、営業利益率、純利益率、ROE、ROA、ROIC
財務健全性 負債、流動性、支払能力 — バランスシートの健全性
成長 収益、EPS、純利益の成長率：前年比、3年CAGR、5年CAGR
資本効率 総資産回転率、棚卸資産回転率、売掛金回転率
CSGP アナリストコンセンサス 強気・弱気のアナリストの見解、12ヶ月の目標株価、アップサイド
- 強い買い 6 21.4%
- 買い 10 35.7%
- 保有 11 39.3%
- 売り 1 3.6%
- 強い売り 0 0.0%
12ヶ月目標株価
20 アナリスト · 2026-08-17決算履歴 EPS実績 vs 予想、サプライズ%、達成率、次回決算日
| 期間 | EPS Actual | EPS 予想 | サプライズ |
|---|---|---|---|
| 2026年6月30日 | $0.32 | $0.30 | 0.02% |
| 2026年3月31日 | $0.23 | $0.19 | 0.04% |
| 2025年12月31日 | $0.31 | $0.28 | 0.03% |
| 2025年9月30日 | $0.23 | $0.18 | 0.05% |
| 2025年6月30日 | $0.17 | $0.13 | 0.04% |
| 2025年3月31日 | $0.19 | $0.09 | 0.10% |
同業他社比較（GICSサブインダストリー） 主要メトリクスとセクターピアの比較
| ティッカー | 時価総額 | P/E | 売上高 YoY | 純利益率 | ROE | 粗利益率 |
|---|---|---|---|---|---|---|
| CSGP | $28.10B | 3362.0 | 18.7% | 0.22% | 0.08% | 78.9% |
| CBRE | $47.55B | 41.8 | 13.4% | 2.9% | 13.4% | — |
| JLL | $15.80B | 20.5 | 11.5% | 3.0% | 11.1% | — |
| COMP | $5.96B | -105.7 | 23.7% | -0.84% | -9.8% | — |
| Z | $16.40B | 758.0 | 15.5% | 0.89% | 0.48% | 74.1% |
| OPEN | — | — | — | — | — | — |
| NMRK | — | 25.5 | 20.3% | 3.8% | 9.5% | — |
| MMI | $1.05B | -545.8 | 8.5% | -0.25% | -0.32% | — |
| AGNT | — | — | — | — | — | — |
| RMAX | — | 7.3 | -5.2% | — | — | — |
完全なファンダメンタルズ 年次別全指標 — 損益計算書、貸借対照表、キャッシュフロー
損益計算書 17
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.25B | $2.74B | $2.46B | $2.18B | $1.94B | $1.66B | $1.40B | $1.19B | $965M | $838M | $712M | $576M | |
| Cost of Revenue | $686M | $558M | $491M | $414M | $357M | $309M | $289M | $270M | $220M | $174M | $189M | $157M | |
| Gross Profit | $2.56B | $2.18B | $1.96B | $1.77B | $1.59B | $1.35B | $1.11B | $922M | $745M | $664M | $523M | $419M | |
| SG&A Expense | $549M | $439M | $382M | $339M | $257M | $300M | $179M | $157M | $146M | $123M | $116M | $104M | |
| Operating Expenses | $2.63B | $2.17B | $1.68B | $1.32B | $1.15B | $1.06B | $747M | $648M | $571M | $519M | $511M | $338M | |
| Operating Income | $-72M | $5M | $282M | $451M | $432M | $289M | $364M | $274M | $174M | $145M | $11M | $81M | |
| Interest Expense | · | · | · | · | · | · | $3M | $3M | $9M | $10M | $9M | $10M | |
| Interest Income | · | · | · | · | · | · | · | · | · | · | $537.0K | $516.0K | |
| Other Non-op | $-8M | $-8M | $6M | $3M | $3M | $-827.0K | $11M | · | · | · | · | · | |
| Pretax Income | $30M | $210M | $502M | $486M | $404M | $271M | $391M | $284M | $165M | $137M | $3M | $71M | |
| Income Tax | $23M | $71M | $127M | $117M | $111M | $44M | $76M | $46M | $42M | $52M | $6M | $26M | |
| Net Income | $7M | $139M | $375M | $370M | $293M | $227M | $315M | $238M | $123M | $85M | $-3M | $45M | |
| EPS (Basic) | $0.02 | $0.34 | $0.92 | $0.93 | $0.75 | $0.60 | $0.87 | $6.61 | $3.70 | $2.64 | $-0.11 | $1.48 | |
| EPS (Diluted) | $0.02 | $0.34 | $0.92 | $0.93 | $0.74 | $0.59 | $0.86 | $6.54 | $3.66 | $2.62 | $-0.11 | $1.46 | |
| Shares (Basic) | 416,800,000 | 406,300,000 | 405,300,000 | 396,300,000 | 392,200,000 | 380,726,000 | 363,096,000 | 36,058,000 | 33,200,000 | 32,167,000 | 32,167,000 | 30,215,000 | |
| Shares (Diluted) | 420,700,000 | 407,800,000 | 406,900,000 | 397,800,000 | 394,200,000 | 383,266,000 | 366,301,000 | 36,448,000 | 33,559,000 | 32,436,000 | 31,950,000 | 30,641,000 | |
| EBITDA | $191M | $152M | $390M | $589M | $572M | $406M | $445M | $351M | $237M | $215M | $32M | $97M |
貸借対照表 28
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.63B | $4.68B | $5.20B | $5.00B | $3.80B | $3.69B | $1.07B | $1.10B | $1.21B | $567M | $422M | $527M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | · | $0 | · | |
| Receivables | $234M | $188M | $190M | $154M | $125M | $104M | $92M | $89M | $61M | $49M | $40M | $39M | |
| Inventory | $6M | · | · | · | · | · | · | · | · | · | · | · | |
| Prepaid Expense | $134M | $81M | $70M | $64M | $36M | $29M | $36M | $24M | $16M | $12M | $10M | $10M | |
| Current Assets | $2.12B | $4.95B | $5.48B | $5.19B | $3.99B | $3.89B | $1.20B | $1.21B | $1.29B | $627M | $473M | $596M | |
| PP&E (Net) | $1.32B | $1.01B | $472M | $321M | $271M | $126M | $108M | $83M | $84M | $88M | $88M | $74M | |
| PP&E (Gross) | $1.47B | $1.15B | $578M | $407M | $357M | $292M | $243M | $193M | $183M | $163M | $145M | $123M | |
| Accum. Depreciation | $146M | $135M | $106M | $86M | $86M | $166M | $136M | $110M | $98M | $75M | $56M | $49M | |
| Goodwill | $4.94B | $2.53B | $2.39B | $2.31B | $2.32B | $2.24B | $1.88B | $1.61B | $1.28B | $1.25B | $1.25B | $1.14B | |
| Intangibles | $1.77B | $433M | $314M | $329M | $436M | $427M | $421M | $289M | $183M | $196M | $238M | $242M | |
| Total Assets | $10.54B | $9.26B | $8.92B | $8.40B | $7.26B | $6.92B | $3.85B | $3.31B | $2.87B | $2.19B | $2.08B | $2.07B | |
| Accounts Payable | $42M | $44M | $23M | $29M | $22M | $16M | $8M | $6M | $9M | $11M | $10M | $9M | |
| Accrued Liabilities | · | · | $163M | $89M | $82M | $110M | $39M | $30M | $22M | $31M | $31M | $27M | |
| Current Liabilities | $746M | $552M | $456M | $373M | $339M | $331M | $207M | $154M | $147M | $155M | $135M | $116M | |
| Capital Leases | $117M | $94M | $66M | $76M | $99M | $105M | $120M | · | · | · | · | · | |
| Deferred Tax | $238M | $8M | $37M | $76M | $99M | $73M | $87M | $70M | $12M | $18M | $5M | $30M | |
| Total Liabilities | $2.17B | $1.70B | $1.58B | $1.53B | $1.55B | $1.54B | $448M | $291M | $222M | $531M | $536M | $557M | |
| Long-term Debt | $140M | $1.00B | $1.00B | $1.00B | $1.00B | $1.00B | $0 | $0 | $0 | $338M | $355M | $372M | |
| Total Debt | $993M | $992M | $990M | $989M | $988M | $987M | · | · | $0 | $338M | $355M | $385M | |
| Common Stock | $4M | $4M | $4M | $4M | $4M | $4M | $366.0K | $364.0K | $361.0K | $326.0K | $325.0K | $323.0K | |
| Paid-in Capital | $6.41B | $5.23B | $5.15B | $5.07B | $4.25B | $4.20B | $2.47B | $2.42B | $2.34B | $1.47B | $1.44B | $1.41B | |
| Retained Earnings | $2.35B | $2.34B | $2.20B | $1.83B | $1.46B | $1.17B | $940M | $613M | $321M | $196M | $111M | $114M | |
| Treasury Stock | $510M | $0 | · | · | · | · | · | · | · | · | · | · | |
| AOCI | $80M | $-26M | $-18M | $-29M | $-6M | $-889.0K | $-9M | $-12M | $-9M | $-13M | $-8M | $-6M | |
| Stockholders' Equity | $8.33B | $7.55B | $7.34B | $6.87B | $5.71B | $5.38B | $3.41B | $3.02B | $2.65B | $1.65B | $1.54B | $1.51B | |
| Liabilities + Equity | $10.54B | $9.26B | $8.92B | $8.40B | $7.26B | $6.92B | $3.85B | $3.31B | $2.87B | $2.19B | $2.08B | $2.07B | |
| Shares Outstanding | 417,900,000 | 409,500,000 | 408,100,000 | 406,700,000 | 395,000,000 | 394,285,000 | 36,668,000 | 36,446,000 | 36,107,000 | 32,509,000 | 32,509,000 | 32,318,000 |
キャッシュフロー 18
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $263M | $147M | $108M | $138M | $140M | $117M | $81M | $78M | $64M | $70M | $79M | $70M | |
| Stock-based Comp | $194M | $89M | $85M | $75M | $64M | $53M | $52M | $41M | $39M | $36M | $35M | $28M | |
| Deferred Tax | $36M | $-50M | $-37M | $-31M | $24M | $-12M | $8M | $4M | $-3M | $16M | $-6M | $-1M | |
| Amort. of Intangibles | $118M | $44M | $42M | $74M | $75M | $62M | $34M | $31M | $18M | $23M | $28M | $28M | |
| Other Non-cash | $-70M | $68M | $-40M | $-73M | $-50M | $100M | $1M | $-25M | $12M | $-11M | $85M | $56M | |
| Operating Cash Flow | $430M | $393M | $490M | $479M | $470M | $486M | $458M | $335M | $235M | $201M | $140M | $144M | |
| CapEx | $307M | $579M | $118M | $35M | $124M | $0 | $0 | $30M | $24M | $19M | $35M | $27M | |
| Investing Cash Flow | $-2.82B | $-913M | $-239M | $-69M | $-381M | $-464M | $-484M | $-448M | $-72M | $-23M | $-216M | $-606M | |
| Debt Issued | · | · | · | $0 | $0 | $1.74B | $0 | $0 | · | $0 | $0 | $550M | |
| Net Debt Issued | · | $0 | $0 | $-2M | $0 | $999M | $0 | $0 | $-345M | $-20M | $-20M | $232M | |
| Stock Issued | · | $0 | $0 | $746M | $0 | $1.69B | $0 | $0 | $834M | $0 | $0 | $529M | |
| Stock Repurchased | $500M | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-500M | $0 | $0 | $746M | $0 | $1.69B | $0 | $0 | $834M | $0 | $0 | $529M | |
| Financing Cash Flow | $-559M | $-14M | $-4M | $734M | $-16M | $2.66B | $-4M | $3M | $480M | $-31M | $-29M | $734M | |
| Net Change in Cash | $-2.95B | $-535M | $248M | $1.14B | $71M | $2.69B | $-30M | $-111M | $644M | $145M | $-105M | $271M | |
| Taxes Paid | $73M | · | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | $123M | $-186M | $372M | $443M | $346M | $438M | $412M | $306M | $210M | $177M | $96M | $116M | |
| Levered FCF | · | · | · | · | · | · | $409M | $303M | $204M | $171M | $87M | $108M |
収益性 8
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 78.9% | 79.6% | 80.0% | 81.0% | 81.6% | 81.4% | 79.3% | 77.3% | 77.2% | 79.2% | 73.5% | 72.7% | |
| Operating Margin | -2.2% | 0.17% | 11.5% | 20.7% | 22.2% | 17.4% | 26.0% | 22.9% | 18.0% | 17.3% | 1.6% | 14.0% | |
| Net Margin | 0.22% | 5.1% | 15.3% | 16.9% | 15.0% | 13.7% | 22.5% | 20.0% | 12.7% | 10.2% | -0.49% | 7.8% | |
| Pretax Margin | 0.92% | 7.7% | 20.4% | 22.3% | 20.8% | 16.3% | 27.9% | 23.8% | 17.1% | 16.3% | 12.6% | 26.3% | |
| EBITDA Margin | 5.9% | 5.5% | 15.9% | 27.0% | 29.4% | 24.5% | 31.8% | 29.5% | 24.6% | 25.7% | 4.5% | 16.8% | |
| ROA | 0.07% | 1.5% | 4.3% | 4.7% | 4.1% | 4.2% | 8.8% | 7.7% | 4.9% | 4.0% | -0.17% | 2.7% | |
| ROE | 0.08% | 1.9% | 5.1% | 5.4% | 5.2% | 4.2% | 9.2% | 8.0% | 5.7% | 5.3% | -0.23% | 3.7% | |
| ROIC | -0.18% | 0.04% | 2.5% | 4.4% | 4.7% | 3.8% | 8.6% | 7.6% | 4.9% | 4.5% | 0.56% | 3.5% |
流動性と支払能力 5
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 2.8 | 9.0 | 12.0 | 13.9 | 11.8 | 11.8 | 5.8 | 7.9 | 8.8 | 4.0 | 3.5 | 5.0 | |
| Quick Ratio | 2.5 | 8.9 | 11.8 | 13.8 | 11.7 | 11.5 | 5.6 | 7.7 | 8.7 | 4.0 | 3.4 | 4.7 | |
| Debt / Equity | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.2 | · | · | 0.0 | 0.2 | 0.2 | 0.3 | |
| LT Debt / Equity | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.2 | · | · | 0.0 | 0.2 | 0.2 | 0.2 | |
| Interest Coverage | · | · | · | · | · | · | 139.0 | 96.7 | 19.3 | 14.5 | 1.2 | 7.7 |
効率性 3
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.3 | 0.4 | 0.4 | 0.4 | 0.4 | 0.3 | 0.3 | |
| Inventory Turnover | 228.7 | · | · | · | · | · | · | · | · | · | · | · | |
| Receivables Turnover | 15.4 | 14.5 | 14.3 | 15.7 | 17.0 | 16.9 | 15.4 | 16.1 | 17.6 | 18.9 | 18.0 | 19.4 |
成長率 9
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 18.7% | 11.5% | 12.5% | 12.3% | 17.2% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 14.2% | 12.1% | 14.0% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 14.4% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | -94.1% | -63.0% | -1.1% | 25.7% | 25.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -72.2% | -22.8% | 16.0% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | -49.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | -95.0% | -62.9% | 1.5% | 26.3% | 28.8% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | -73.3% | -22.0% | 18.2% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | -50.1% | · | · | · | · | · | · | · | · | · | · | · |
バリュエーション（TTM） 14
| 指標 | トレンド | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.25B | $2.74B | $2.46B | $2.18B | $1.94B | $1.66B | $1.40B | $1.19B | $965M | $838M | $712M | $576M | |
| Net Income TTM | $7M | $139M | $375M | $370M | $293M | $227M | $315M | $238M | $123M | $85M | $-3M | $45M | |
| Market Cap | $28.10B | $29.32B | $35.66B | · | $31.21B | $3.64B | $2.19B | $1.23B | $968M | $615M | $672M | $593M | |
| Enterprise Value | $27.46B | $25.61B | $31.45B | · | $28.37B | $936M | · | · | $-243M | $386M | $605M | $451M | |
| P/E | 3362.0 | 210.6 | 95.0 | 83.1 | 106.8 | 156.7 | 69.6 | 5.2 | 8.1 | 7.2 | -187.9 | 12.6 | |
| P/S | 8.7 | 10.7 | 14.5 | · | 16.1 | 2.2 | 1.6 | 1.0 | 1.0 | 0.7 | 0.9 | 1.0 | |
| P/B | 3.4 | 3.9 | 4.9 | · | 5.5 | 0.7 | 0.6 | 0.4 | 0.4 | 0.4 | 0.4 | 0.4 | |
| P / Tangible Book | 17.4 | 6.4 | 7.7 | · | 10.6 | 1.3 | · | · | · | · | · | · | |
| P / Cash Flow | 65.3 | 74.7 | 72.9 | · | 66.4 | 7.5 | 4.8 | 3.7 | 4.1 | 3.1 | 5.1 | 4.1 | |
| P / FCF | 228.5 | -157.3 | 95.9 | · | 90.2 | 8.3 | 5.3 | 4.0 | 4.6 | 3.5 | 7.0 | 5.1 | |
| EV / EBITDA | 143.8 | 168.9 | 80.7 | · | 49.6 | 2.3 | · | · | -1.0 | 1.8 | 18.9 | 4.7 | |
| EV / FCF | 223.2 | -137.4 | 84.6 | · | 82.0 | 2.1 | · | · | -1.2 | 2.2 | 6.3 | 3.9 | |
| EV / Revenue | 8.5 | 9.4 | 12.8 | · | 14.6 | 0.6 | · | · | -0.3 | 0.5 | 0.9 | 0.8 | |
| Earnings Yield | 0.03% | 0.47% | 1.1% | 1.2% | 0.94% | 0.64% | 1.4% | 19.4% | 12.3% | 13.9% | -0.53% | 8.0% |
損益計算書 15
| 指標 | トレンド | 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 | $925M | $897M | $900M | $834M | $781M | $732M | $709M | $693M | $678M | $656M | $640M | $625M | $606M | $584M | $573M | $557M | |
| Cost of Revenue | $197M | $196M | $193M | $172M | $168M | $153M | $140M | $141M | $136M | $141M | $136M | $124M | $112M | $119M | $109M | $108M | |
| Gross Profit | $728M | $701M | $707M | $661M | $613M | $579M | $569M | $552M | $542M | $515M | $504M | $501M | $494M | $465M | $464M | $449M | |
| SG&A Expense | $114M | $126M | $129M | $157M | $122M | $141M | $125M | $106M | $110M | $98M | $108M | $94M | $91M | $90M | $92M | $91M | |
| Operating Expenses | $652M | $698M | $658M | $712M | $640M | $622M | $529M | $528M | $558M | $558M | $435M | $439M | $414M | $393M | $337M | $363M | |
| Operating Income | $76M | $3M | $49M | $-51M | $-27M | $-43M | $40M | $24M | $-16M | $-43M | $69M | $62M | $79M | $72M | $127M | $85M | |
| Other Non-op | $0 | $-1M | $-1M | $-21M | $16M | $-2M | $-3M | $-2M | $-2M | $-2M | $4M | $500.0K | $600.0K | $600.0K | $-196.0K | $1M | |
| Pretax Income | $74M | $12M | $61M | $-46M | $22M | $-7M | $85M | $78M | $36M | $12M | $134M | $120M | $132M | $116M | $160M | $97M | |
| Income Tax | $19M | $9M | $14M | $-15M | $16M | $8M | $25M | $25M | $17M | $5M | $37M | $30M | $31M | $29M | $35M | $25M | |
| Net Income | $55M | $3M | $46M | $-31M | $6M | $-15M | $60M | $53M | $19M | $7M | $97M | $91M | $100M | $87M | $124M | $72M | |
| EPS (Basic) | $0.14 | $0.01 | $0.12 | $-0.07 | $0.01 | $-0.04 | $0.14 | $0.13 | $0.05 | $0.02 | $0.23 | $0.22 | $0.25 | $0.22 | $0.31 | $0.18 | |
| EPS (Diluted) | $0.14 | $0.01 | $0.12 | $-0.07 | $0.01 | $-0.04 | $0.14 | $0.13 | $0.05 | $0.02 | $0.24 | $0.22 | $0.25 | $0.21 | $0.31 | $0.18 | |
| Shares (Basic) | 404,100,000 | 413,000,000 | -833,200,000 | 419,900,000 | 419,600,000 | 410,500,000 | -812,100,000 | 406,800,000 | 406,000,000 | 405,600,000 | -810,200,000 | 405,600,000 | 405,400,000 | 404,500,000 | -784,649,000 | 394,712,000 | |
| Shares (Diluted) | 404,400,000 | 414,000,000 | -834,000,000 | 419,900,000 | 424,300,000 | 410,500,000 | -814,900,000 | 408,000,000 | 407,400,000 | 407,300,000 | -813,200,000 | 407,200,000 | 406,700,000 | 406,200,000 | -787,121,000 | 396,209,000 | |
| EBITDA | $76M | $85M | · | $-51M | $-27M | $4M | · | $24M | $-16M | $-10M | · | $62M | $79M | $98M | · | $85M |
貸借対照表 27
| 指標 | トレンド | 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 | $1.27B | $1.22B | $1.63B | $1.94B | $3.63B | $3.68B | $4.68B | · | · | · | · | · | · | · | · | · | |
| Receivables | $253M | $269M | $234M | $244M | $204M | $207M | $188M | $179M | $204M | $197M | · | $193M | $181M | $182M | · | $148M | |
| Inventory | $20M | $14M | $6M | $6M | $7M | $5M | · | · | · | · | · | · | · | · | · | · | |
| Prepaid Expense | $117M | $103M | $134M | $126M | $93M | $82M | $81M | $79M | $84M | $67M | · | $76M | $58M | $60M | · | $75M | |
| Current Assets | $1.65B | $1.71B | $2.12B | $2.41B | $4.33B | $4.35B | $4.95B | $5.20B | $5.21B | $5.22B | · | $5.50B | $5.44B | $5.30B | · | $5.01B | |
| PP&E (Net) | $841M | · | $1.32B | $1.27B | $1.21B | $1.10B | $1.01B | · | · | · | · | $403M | $359M | $331M | · | $306M | |
| PP&E (Gross) | · | · | $1.47B | · | · | · | $1.15B | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $146M | · | · | · | $135M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $4.98B | $4.97B | $4.94B | $4.92B | $3.69B | $3.67B | $2.53B | $2.40B | $2.38B | $2.38B | $2.39B | $2.32B | $2.32B | $2.32B | $2.31B | $2.30B | |
| Intangibles | $1.67B | $1.73B | $1.77B | $1.84B | $916M | $957M | $433M | $325M | $342M | $365M | · | $275M | $295M | $312M | · | $343M | |
| Total Assets | $10.14B | $10.16B | $10.54B | $10.82B | $10.51B | $10.43B | $9.26B | $9.14B | $9.07B | $9.03B | · | $8.77B | $8.69B | $8.52B | · | $8.21B | |
| Accounts Payable | $44M | $39M | $42M | $46M | $52M | $39M | $44M | $84M | $101M | $114M | · | $26M | $62M | $32M | · | $31M | |
| Accrued Liabilities | · | · | · | · | · | · | · | · | · | · | · | $156M | $116M | $87M | · | $77M | |
| Current Liabilities | $747M | $777M | $746M | $770M | $742M | $724M | $552M | $539M | $562M | $574M | · | $413M | $443M | $401M | · | $326M | |
| Capital Leases | $128M | $115M | $117M | $104M | $87M | $90M | $94M | $64M | $54M | $58M | · | $73M | $69M | $69M | · | $85M | |
| Deferred Tax | $245M | $244M | $238M | $249M | $8M | $8M | $8M | $13M | $30M | $34M | · | $63M | $69M | $73M | · | $81M | |
| Total Liabilities | $2.19B | $2.21B | $2.17B | $2.20B | $1.91B | $1.87B | $1.70B | $1.65B | $1.67B | $1.69B | · | $1.56B | $1.59B | $1.55B | · | $1.50B | |
| Long-term Debt | $1.00B | $1.00B | $140M | $1.00B | $1.00B | $1.00B | · | $1.00B | $1.00B | $1.00B | · | $1.00B | $1.00B | $1.00B | · | $1.00B | |
| Total Debt | $994M | $994M | · | $993M | $992M | $992M | · | $992M | $991M | $991M | · | $990M | $990M | $990M | · | $989M | |
| Common Stock | · | · | $4M | · | · | · | $4M | · | · | · | · | · | · | · | · | · | |
| Paid-in Capital | · | · | $6.41B | · | · | · | $5.23B | · | · | · | · | · | · | · | · | · | |
| Retained Earnings | · | · | $2.35B | · | · | · | $2.34B | · | · | · | · | · | · | · | · | · | |
| Treasury Stock | · | · | $510M | · | · | · | $0 | · | · | · | · | · | · | · | · | · | |
| AOCI | · | · | $80M | $57M | $20M | $-17M | $-26M | $-4M | $-22M | $-22M | · | $-28M | $-22M | $-25M | · | $-47M | |
| Stockholders' Equity | $7.93B | $7.91B | $8.33B | $8.62B | $8.60B | $8.56B | $7.55B | $7.49B | $7.40B | $7.34B | · | $7.21B | $7.10B | $6.97B | $6.87B | $6.71B | |
| Liabilities + Equity | $10.14B | $10.16B | $10.54B | $10.82B | $10.51B | $10.43B | $9.26B | $9.14B | $9.07B | $9.03B | · | $8.77B | $8.69B | $8.52B | · | $8.21B | |
| Shares Outstanding | 404,800,000 | 407,100,000 | 417,900,000 | 424,900,000 | 424,100,000 | 423,400,000 | 409,500,000 | 409,500,000 | 409,300,000 | 409,200,000 | 408,100,000 | 408,071,000 | 408,011,000 | 407,623,000 | 406,700,000 | 406,619,000 |
キャッシュフロー 15
| 指標 | トレンド | 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 | $85M | $82M | $81M | $69M | $66M | $47M | $39M | $36M | $39M | $33M | $29M | $27M | $26M | $26M | $28M | $46M | |
| Stock-based Comp | $38M | $42M | $41M | $71M | $52M | $30M | $22M | $22M | $23M | $23M | $21M | $22M | $22M | $20M | $21M | $18M | |
| Deferred Tax | $21M | $3M | $31M | $11M | $-5M | $-1M | $-35M | $-9M | $-4M | $-3M | $-24M | $-6M | $-4M | $-3M | $-10M | $-7M | |
| Amort. of Intangibles | $36M | $37M | $42M | $32M | $27M | $17M | $12M | $10M | $10M | $11M | $11M | $10M | $10M | $11M | $13M | $30M | |
| Other Non-cash | · | $22M | · | · | · | $-9M | · | · | · | $80M | · | · | · | $-7M | · | · | |
| Operating Cash Flow | $115M | $152M | $162M | $68M | $146M | $53M | $95M | $100M | $58M | $140M | $149M | $43M | $175M | $123M | $185M | $81M | |
| CapEx | $38M | $45M | $61M | $74M | $119M | $54M | $69M | $60M | $73M | $377M | $56M | $16M | $30M | $16M | $4M | $6M | |
| Investing Cash Flow | $-56M | $-54M | $-66M | $-1.69B | $-151M | $-911M | $-350M | $-85M | $-97M | $-380M | $-163M | $-22M | $-35M | $-20M | $7M | $-19M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $-470.0K | · | |
| Stock Repurchased | $82M | $505M | $385M | $51M | $45M | $19M | $0 | $0 | $0 | $0 | · | · | · | · | · | · | |
| Net Stock Activity | · | $-505M | · | · | · | $-18M | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-108M | $-514M | $-397M | $-64M | $-51M | $-47M | $-200.0K | $2M | $7M | $-22M | $-1M | $3M | $10M | $-16M | $-533.0K | $749M | |
| Net Change in Cash | $-50M | $-417M | $-302M | $-1.69B | $-51M | $-903M | $-257M | $18M | $-32M | $-264M | $-14M | $25M | $150M | $88M | $194M | $810M | |
| Taxes Paid | $13M | $-23M | · | · | $54M | $2M | · | · | · | · | · | · | · | · | · | · | |
| Free Cash Flow | · | $107M | · | · | · | $-500.0K | · | · | · | $-237M | · | · | · | $108M | · | · |
収益性 8
| 指標 | トレンド | 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 | 78.7% | 78.1% | · | 79.3% | 78.5% | 79.1% | · | 79.7% | 80.0% | 78.5% | · | 80.2% | 81.5% | 79.6% | · | 80.5% | |
| Operating Margin | 8.2% | 0.33% | · | -6.1% | -3.5% | -5.9% | · | 3.4% | -2.4% | -6.5% | · | 9.9% | 13.1% | 12.4% | · | 15.3% | |
| Net Margin | 5.9% | 0.33% | · | -3.7% | 0.79% | -2.0% | · | 7.6% | 2.8% | 1.0% | · | 14.5% | 16.6% | 14.9% | · | 13.0% | |
| Pretax Margin | 8.0% | 1.3% | · | -5.5% | 2.8% | -0.92% | · | 11.2% | 5.3% | 1.8% | · | 19.3% | 21.7% | 19.9% | · | 17.5% | |
| EBITDA Margin | 8.2% | 9.5% | · | -6.1% | -3.5% | 0.61% | · | 3.4% | -2.4% | -1.5% | · | 9.9% | 13.1% | 16.7% | · | 15.3% | |
| ROA | 0.53% | 0.03% | · | -0.31% | 0.06% | -0.15% | · | 0.59% | 0.22% | 0.08% | · | 1.1% | 1.2% | 1.1% | · | 0.94% | |
| ROE | 0.67% | 0.04% | · | -0.38% | 0.08% | -0.19% | · | 0.72% | 0.26% | 0.09% | · | 1.3% | 1.6% | 1.4% | · | 1.2% | |
| ROIC | 0.63% | 0.01% | · | -0.36% | -0.08% | -0.99% | · | 0.19% | -0.10% | -0.30% | · | 0.56% | 0.75% | 0.68% | · | 0.82% |
流動性と支払能力 4
| 指標 | トレンド | 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 | 2.2 | · | 3.1 | 5.8 | 6.0 | · | 9.6 | 9.3 | 9.1 | · | 13.3 | 12.3 | 13.2 | · | 15.4 | |
| Quick Ratio | 2.0 | 1.9 | · | 2.8 | 5.2 | 5.4 | · | 0.3 | 0.4 | 0.3 | · | 0.5 | 0.4 | 0.5 | · | 0.5 | |
| Debt / Equity | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| LT Debt / Equity | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 |
効率性 3
| 指標 | トレンド | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Inventory Turnover | 14.5 | 20.3 | · | 54.7 | 46.6 | 57.8 | · | · | · | · | · | · | · | · | · | · | |
| Receivables Turnover | 4.0 | 3.8 | · | 3.9 | 3.8 | 3.6 | · | 3.7 | 3.5 | 3.5 | · | 3.7 | 3.6 | 3.7 | · | 4.2 |
バリュエーション（TTM） 14
| 指標 | トレンド | 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 | $3.44B | $3.24B | · | $3.04B | $2.88B | $2.76B | · | $2.65B | $2.56B | $2.47B | · | $2.37B | $2.28B | $2.19B | · | $2.11B | |
| Net Income TTM | $33M | $-37M | · | $14M | $64M | $64M | · | $170M | $217M | $285M | · | $350M | $343M | $332M | · | $309M | |
| Market Cap | $11.46B | $16.42B | · | $35.85B | $34.10B | $33.55B | · | $30.89B | $30.35B | $39.53B | · | $31.38B | $36.31B | $28.06B | · | $28.32B | |
| Enterprise Value | $11.19B | $16.20B | · | $34.91B | $31.46B | $30.86B | · | · | · | · | · | · | · | · | · | · | |
| P/E | 314.7 | -448.2 | · | 2812.3 | 536.0 | 495.2 | · | 179.6 | 137.3 | 138.0 | · | 89.4 | 104.7 | 83.0 | · | 89.3 | |
| P/S | 3.3 | 5.1 | · | 11.8 | 11.8 | 12.2 | · | 11.7 | 11.8 | 16.0 | · | 13.2 | 15.9 | 12.8 | · | 13.4 | |
| P/B | 1.4 | 2.1 | · | 4.2 | 4.0 | 3.9 | · | 4.1 | 4.1 | 5.4 | · | 4.4 | 5.1 | 4.0 | · | 4.2 | |
| P / Tangible Book | 8.9 | 13.6 | · | 19.3 | 8.5 | 8.5 | · | 6.5 | 6.5 | 8.6 | · | 6.8 | 8.1 | 6.5 | · | 7.0 | |
| P / Cash Flow | · | 108.0 | · | · | · | 630.6 | · | · | · | 283.2 | · | · | · | 227.8 | · | · | |
| P / FCF | · | 153.5 | · | · | · | -67092.0 | · | · | · | -166.7 | · | · | · | 261.1 | · | · | |
| EV / EBITDA | 147.3 | 190.6 | · | -683.1 | -1156.7 | 6857.2 | · | · | · | · | · | · | · | · | · | · | |
| EV / FCF | · | 151.4 | · | · | · | -61714.8 | · | · | · | · | · | · | · | · | · | · | |
| EV / Revenue | 3.3 | 5.0 | · | 11.5 | 10.9 | 11.2 | · | · | · | · | · | · | · | · | · | · | |
| Earnings Yield | 0.32% | -0.22% | · | 0.04% | 0.19% | 0.20% | · | 0.56% | 0.73% | 0.72% | · | 1.1% | 0.96% | 1.2% | · | 1.1% |
財務諸表 損益計算書、貸借対照表、キャッシュフロー — 年次、過去5年間
損益計算書
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 収益 | $3.25B | $2.74B | $2.46B | $2.18B | $1.94B |
| 粗利益率 % | 78.9% | 79.6% | 80.0% | 81.0% | 81.6% |
| 営業利益率 % | -2.2% | 0.17% | 11.5% | 20.7% | 22.2% |
| 純利益 | $7M | $139M | $375M | $370M | $293M |
| 希薄化後EPS | $0.02 | $0.34 | $0.92 | $0.93 | $0.74 |
貸借対照表
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| 負債資本倍率 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 |
| 流動比率 | 2.8 | 9.0 | 12.0 | 13.9 | 11.8 |
| クイックレシオ | 2.5 | 8.9 | 11.8 | 13.8 | 11.7 |
キャッシュフロー
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| フリーキャッシュフロー | $123M | $-186M | $372M | $443M | $346M |
最新ニュース この会社に言及した最近の見出し
トレードシグナル エントリー価格とリスク/リワード比率を伴う最近の売買シグナル
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機関投資家（13F） 855 提出者 · $8.4B合計 · 時点 2026年6月30日
四半期SECフォーム13Fでこの株式の保有を報告している機関。ロングポジションのみ。単一の提出者は、別々のオプションレッグで2回表示される場合があります。 大きな反対売買のプット/コール・レッグは、通常、マーケットメイクまたはヘッジされた在庫を反映しており、方向性への確信を示すものではありません。
| 新規ポジション | 解消済みポジション | 増加 | 減少 | 純株式数増減 |
|---|---|---|---|---|
| 116 (-35 前期比) | 134 (-32 前期比) | 306 (+11 前期比) | 261 (-14 前期比) | +5.3M |
Q1 2026と比較しました。 SECフォーム13Fの提出期限は四半期末から45日後ですが、遅延提出者向けの短いバッファーが含まれます。この期間内の四半期は、直近で完全に報告されたペアを優先するためスキップされます。
| 機関投資家 | 評価額 | 株式数 | % 追跡された13Fのうち | タイプ |
|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1,073,748,382 | 37,914,844 | 12.85% | 株式数 |
| VANGUARD CAPITAL MANAGEMENT LLC | $755,684,989 | 26,683,792 | 9.05% | 株式数 |
| BAMCO INC /NY/ | $612,469,928 | 21,626,763 | 7.33% | 株式数 |
| STATE STREET CORP | $521,396,008 | 18,410,876 | 6.24% | 株式数 |
| Capital International Investors | $471,330,213 | 16,643,016 | 5.64% | 株式数 |
| AKRE CAPITAL MANAGEMENT LLC | $331,326,895 | 11,699,396 | 3.97% | 株式数 |
| GEODE CAPITAL MANAGEMENT, LLC | $304,726,791 | 10,804,293 | 3.65% | 株式数 |
| POLEN CAPITAL MANAGEMENT LLC | $248,063,762 | 8,759,314 | 2.97% | 株式数 |
| BAILLIE GIFFORD & CO | $198,477,463 | 7,008,385 | 2.38% | 株式数 |
| EdgePoint Investment Group Inc. | $168,504,057 | 5,950,002 | 2.02% | 株式数 |
| NORGES BANK | $168,501,508 | 5,949,912 | 2.02% | 株式数 |
| Meritage Group LP | $152,762,724 | 5,394,164 | 1.83% | 株式数 |
| RGM Capital, LLC | $134,174,730 | 1,995,460 | 1.61% | 株式数 |
| Capital Research Global Investors | $118,785,369 | 4,193,733 | 1.42% | 株式数 |
| Bares Capital Management, Inc. | $103,458,797 | 1,226,251 | 1.24% | 株式数 |
| PRINCIPAL FINANCIAL GROUP INC | $94,015,207 | 3,319,746 | 1.13% | 株式数 |
| Qube Research & Technologies Ltd | $91,144,210 | 3,218,369 | 1.09% | 株式数 |
| VAN ECK ASSOCIATES CORP | $82,323,918 | 2,906,918 | 0.99% | 株式数 |
| Spyglass Capital Management LLC | $76,313,819 | 2,694,697 | 0.91% | 株式数 |
| CANADA PENSION PLAN INVESTMENT BOARD | $70,280,073 | 2,481,641 | 0.84% | 株式数 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $68,053,000 | 2,403,003 | 0.81% | 株式数 |
| Ensign Peak Advisors, Inc | $67,214,886 | 2,373,407 | 0.80% | 株式数 |
| VANGUARD FIDUCIARY TRUST CO | $65,078,624 | 2,297,974 | 0.78% | 株式数 |
| VANGUARD GROUP INC | $61,879,694 | 920,281 | 0.74% | 株式数 |
| FMR LLC | $55,290,835 | 1,952,360 | 0.66% | 株式数 |
| GOLDMAN SACHS GROUP INC | $52,467,474 | 1,852,665 | 0.63% | 株式数 |
| Erste Asset Management GmbH | $49,844,000 | 1,700,000 | 0.60% | 株式数 |
| BNP PARIBAS FINANCIAL MARKETS | $44,698,079 | 1,578,322 | 0.54% | 株式数 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $43,711,439 | 1,543,483 | 0.52% | 株式数 |
| ENVESTNET ASSET MANAGEMENT INC | $43,487,752 | 1,535,584 | 0.52% | 株式数 |
| Pictet Asset Management Holding SA | $41,653,736 | 1,470,824 | 0.50% | 株式数 |
| Squarepoint Ops LLC | $40,838,828 | 1,442,049 | 0.49% | 株式数 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $36,803,483 | 1,299,558 | 0.44% | 株式数 |
| DIMENSIONAL FUND ADVISORS LP | $34,578,255 | 1,220,984 | 0.41% | 株式数 |
| Swiss National Bank | $33,524,225 | 1,183,765 | 0.40% | 株式数 |
| Douglas Lane & Associates, LLC | $33,102,096 | 1,168,859 | 0.40% | 株式数 |
| TimesSquare Capital Management, LLC | $32,093,697 | 795,580 | 0.38% | 株式数 |
| TWO SIGMA INVESTMENTS, LP | $31,292,184 | 1,104,950 | 0.37% | 株式数 |
| RIVERBRIDGE PARTNERS LLC | $30,912,267 | 1,091,535 | 0.37% | 株式数 |
| HSBC HOLDINGS PLC | $29,377,214 | 1,037,331 | 0.35% | 株式数 |
| Mitsubishi UFJ Asset Management Co., Ltd. | $28,755,562 | 1,015,380 | 0.34% | 株式数 |
| Connor, Clark & Lunn Investment Management Ltd. | $28,291,907 | 999,008 | 0.34% | 株式数 |
| BlackRock, Inc. | $27,282,412 | 963,362 | 0.33% | 株式数 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $26,911,258 | 667,111 | 0.32% | 株式数 |
| Focus Partners Wealth | $26,529,388 | 936,775 | 0.32% | 株式数 |
| Sumitomo Mitsui Trust Group, Inc. | $26,199,398 | 925,120 | 0.31% | 株式数 |
| CAPITAL FUND MANAGEMENT S.A. | $25,565,115 | 902,723 | 0.31% | 株式数 |
| Vanguard Global Advisers, LLC | $24,949,948 | 881,001 | 0.30% | 株式数 |
| PRIMECAP MANAGEMENT CO/CA/ | $23,267,712 | 821,600 | 0.28% | 株式数 |
| RHUMBLINE ADVISERS | $22,375,967 | 790,116 | 0.27% | 株式数 |
| VANGUARD ASSET MANAGEMENT, Ltd | $21,886,489 | 772,828 | 0.26% | 株式数 |
| Petrus Trust Company, LTA | $21,415,584 | 756,200 | 0.26% | 株式数 |
| MILLENNIUM MANAGEMENT LLC | $21,154,898 | 746,995 | 0.25% | 株式数 |
| Trexquant Investment LP | $20,963,625 | 740,241 | 0.25% | 株式数 |
| AMERICAN CAPITAL MANAGEMENT INC | $20,536,050 | 725,143 | 0.25% | 株式数 |
| D. E. Shaw & Co., Inc. | $20,105,472 | 709,939 | 0.24% | 株式数 |
| Korea Investment CORP | $19,779,169 | 698,417 | 0.24% | 株式数 |
| PEREGRINE CAPITAL MANAGEMENT LLC | $19,618,765 | 692,753 | 0.23% | 株式数 |
| Fiera Capital Corp | $19,595,599 | 691,935 | 0.23% | 株式数 |
| BLAIR WILLIAM & CO/IL | $18,639,054 | 658,159 | 0.22% | 株式数 |
| ALLIANCEBERNSTEIN L.P. | $18,495,406 | 458,488 | 0.22% | 株式数 |
| Gotham Asset Management, LLC | $18,011,180 | 635,988 | 0.22% | 株式数 |
| TUDOR INVESTMENT CORP ET AL | $17,770,517 | 627,490 | 0.21% | 株式数 |
| BANK OF AMERICA CORP /DE/ | $17,390,661 | 614,077 | 0.21% | 株式数 |
| Quantinno Capital Management LP | $16,368,852 | 577,996 | 0.20% | 株式数 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $15,598,656 | 550,800 | 0.19% | コールオプション |
| BARCLAYS PLC | $15,459,095 | 545,872 | 0.19% | 株式数 |
| Ion Asset Management Ltd. | $15,186,600 | 180,000 | 0.18% | 株式数 |
| Chicago Capital, LLC | $14,923,442 | 526,958 | 0.18% | 株式数 |
| United Asset Strategies, Inc. | $13,848,707 | 489,008 | 0.17% | 株式数 |
| NEW YORK STATE COMMON RETIREMENT FUND | $13,810,984 | 487,676 | 0.17% | 株式数 |
| California Public Employees Retirement System | $13,538,149 | 478,042 | 0.16% | 株式数 |
| NZS Capital, LLC | $13,467,604 | 475,551 | 0.16% | 株式数 |
| Man Group plc | $13,239,430 | 467,494 | 0.16% | 株式数 |
| ExodusPoint Capital Management, LP | $12,992,225 | 458,765 | 0.16% | 株式数 |
| FORA Capital, LLC | $12,557,919 | 443,586 | 0.15% | 株式数 |
| CIBC WORLD MARKETS CORP | $12,516,121 | 186,141 | 0.15% | 株式数 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $12,500,788 | 441,412 | 0.15% | 株式数 |
| Legal & General Group Plc | $12,069,814 | 426,194 | 0.14% | 株式数 |
| WEITZ INVESTMENT MANAGEMENT, INC. | $11,984,486 | 423,181 | 0.14% | 株式数 |
| Y-Intercept (Hong Kong) Ltd | $11,919,265 | 420,878 | 0.14% | 株式数 |
| Ninety One UK Ltd | $11,564,722 | 408,359 | 0.14% | 株式数 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $11,483,703 | 405,498 | 0.14% | 株式数 |
| STATE OF WISCONSIN INVESTMENT BOARD | $11,336,100 | 400,286 | 0.14% | 株式数 |
| Mitsubishi UFJ Trust & Banking Corp | $11,248,421 | 397,190 | 0.13% | 株式数 |
| Ardmore Road Asset Management LP | $11,048,935 | 390,146 | 0.13% | 株式数 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $10,475,370 | 369,893 | 0.13% | 株式数 |
| WOLVERINE TRADING, LLC | $10,436,097 | 123,900 | 0.12% | コールオプション |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $10,340,312 | 256,329 | 0.12% | 株式数 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $10,305,648 | 363,900 | 0.12% | 株式数 |
| FIRST CITIZENS BANK & TRUST CO | $10,229,920 | 361,226 | 0.12% | 株式数 |
| Prana Capital Management, LP | $10,096,420 | 356,512 | 0.12% | 株式数 |
| IEQ CAPITAL, LLC | $9,959,219 | 351,667 | 0.12% | 株式数 |
| Mariner, LLC | $9,840,476 | 347,439 | 0.12% | 株式数 |
| OSSIAM | $9,793,877 | 345,829 | 0.12% | 株式数 |
| Envestnet Portfolio Solutions, Inc. | $9,669,694 | 341,444 | 0.12% | 株式数 |
| JANE STREET GROUP, LLC | $9,398,020 | 331,851 | 0.11% | 株式数 |
| JANE STREET GROUP, LLC | $9,045,408 | 319,400 | 0.11% | コールオプション |
| RAYMOND JAMES FINANCIAL INC | $8,969,652 | 316,725 | 0.11% | 株式数 |
| GENEVA CAPITAL MANAGEMENT LLC | $8,721,015 | 307,945 | 0.10% | 株式数 |
企業インサイダー 36 人のインサイダー · 17人の役員 · 15人の取締役
| インサイダー | 役職 | 最終アクティビティ | 保有株式数 | 12ヶ月購入 | 12ヶ月売却 | 12ヶ月純額 |
|---|---|---|---|---|---|---|
| Robin Jack Rossmann | Chief Financial Officer | 2026年7月31日 A | — | 0 | 0 | $0 |
| Christian M. Lown | Chief Financial Officer | 2026年7月1日 F | 129,653 | 0 | 0 | $0 |
| Scott T Wheeler | Chief Financial Officer | 2024年4月26日 M | 303,417 | 0 | 0 | $0 |
| Brian J Radecki | Chief Financial Officer | 2015年3月13日 M | 41,473 | 0 | 0 | $0 |
| Frederick G. Saint | President, Marketplaces | 2026年8月1日 F | 278,415 | 0 | 1 | $-2,258,250 |
| Lisa Ruggles | Senior VP, Global Operations | 2025年6月1日 F | 211,201 | 0 | 0 | $0 |
| Frank Simuro | Chief Technology Officer | 2025年3月15日 F | 483,599 | 0 | 0 | $0 |
| Michael J Desmarais | Chief Human Resources Officer | 2025年3月15日 F | 79,118 | 0 | 0 | $0 |
| Gene Boxer | General Counsel and Secretary | 2025年3月15日 F | 78,572 | 0 | 0 | $0 |
| Matthew Linnington | Executive VP, Sales | 2020年8月12日 S | 19,766 | 0 | 0 | $0 |
| Francis Carchedi | Executive VP, Corp. Dev. | 2018年9月28日 D | 6,540 | 0 | 0 | $0 |
| John L Stanfill | Sr. VP-Sales, Customer Service | 2014年3月11日 M | 14,316 | 0 | 0 | $0 |
| Jennifer Kitchen | Sr. Vice President, Research | 2013年9月9日 S | 22,220 | 0 | 0 | $0 |
| Paul Marples | Managing Director, CoStar UK | 2012年7月30日 S | 28,632 | 0 | 0 | $0 |
| Christopher Tully | Sr. VP-Sales, Customer Service | 2008年5月28日 A | 10,682 | 0 | 0 | $0 |
| Craig Farrington | Vice President, Research | 2007年4月27日 F | 6,307 | 0 | 0 | $0 |
| David M Schaffel | Chief Information Officer | 2005年3月10日 A | 3,308 | 0 | 0 | $0 |
| Louise S Sams | 取締役 | 2026年6月23日 A | 28,671 | 1 | 0 | $48,360 |
| Angelique G. Brunner | 取締役 | 2026年6月23日 A | 18,428 | 0 | 0 | $0 |
| Rachel C Glaser | 取締役 | 2026年6月23日 A | 12,419 | 0 | 0 | $0 |
| John L Berisford | 取締役 | 2026年6月23日 A | 11,235 | 0 | 0 | $0 |
| Robert W Musslewhite | 取締役 | 2026年6月23日 A | 26,539 | 0 | 0 | $0 |
| Christine M Mccarthy | 取締役 | 2026年6月23日 A | 11,585 | 0 | 0 | $0 |
| Michael R Klein | 取締役 | 2024年12月10日 G | 1,848,592 | 0 | 0 | $0 |
| Christopher J Nassetta | 取締役 | 2024年11月27日 S | 229,715 | 0 | 0 | $0 |
| Laura Cox Kaplan | 取締役 | 2024年7月17日 A | 17,835 | 0 | 0 | $0 |
| Michael J Glosserman | 取締役 | 2023年10月30日 A | 101,465 | 0 | 0 | $0 |
| David Jay Steinberg | 取締役 | 2020年3月4日 S | 6,456 | 0 | 0 | $0 |
| HABER WARREN H | 取締役 | 2018年9月20日 A | 121,049 | 0 | 0 | $0 |
| David Bonderman | 取締役 | 2014年9月11日 A | 294,277 | 0 | 0 | $0 |
| Josiah O Low III | 取締役 | 2010年9月2日 A | 20,705 | 0 | 0 | $0 |
| Catherine B Reynolds | 取締役 | 2007年9月14日 A | 5,736 | 0 | 0 | $0 |
| Cynthia Cammett Cann | — | 2026年8月7日 S | 18,822 | 0 | 2 | $-274,017 |
| John W Hill | — | 2026年8月5日 S | 22,993 | 0 | 2 | $-260,265 |
| Andrew C Florance | — | 2026年8月4日 P | 1,806,165 | 4 | 0 | $7,484,699 |
| Michael D Arabe | — | 2004年2月27日 A | — | 0 | 0 | $0 |
SECフォーム3/4/5提出書類からのインサイダー；純額＝公開市場のP/Sのみ
アクティビストおよび5%超のオーナー 2保有
SECスケジュール13Dを提出した投資家 — 発行体の影響を与える意図（アクティビストの保有、取締役会キャンペーン、M&A）を持つ5%超の受益権所有。各行は、その提出者のポジションの最新の既知の状態を示します。
| 提出者 | 提出済み | 保有 | ステータス | 目的 | 提出書類 |
|---|---|---|---|---|---|
| IRS IDENTIFICATION NO. CoStar Group, Inc. | 2011年5月6日 | — | 初回提出 | M&A / 売却 | SEC |
| Michael R. Klein | 2006年7月7日 | — | 初回提出 | — | 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.
ETF保有状況 153のETFが保有
ウェイトは直接株式保有（N-PORT）のみを反映しています。レバレッジ型またはデリバティブベースのファンドは、表示されていない追加のスワップエクスポージャーを保有している可能性があります。
| ファンド | ウェイト | 単位 | 時点 | ソース |
|---|---|---|---|---|
| RSPR · Invesco Exchange-Traded Fund Trust | 3.33% | 97,801 SH | 2026年8月20日 | 日次 |
| EBIZ · Global X Funds | 2.58% | 21,749 NS | 2026年4月30日 | N-PORT |
| NUMG · Nushares ETF Trust | 1.68% | 171,587 NS | 2026年4月30日 | N-PORT |
| DRN · Direxion Shares ETF Trust | 1.02% | 13,859 NS | 2026年4月30日 | N-PORT |
| URE · ProShares Trust | 1.01% | 17,468 NS | 2026年5月31日 | N-PORT |
| IYR · iShares Trust | 0.99% | 1,366,046 SH | 2026年8月20日 | 日次 |
| FPRO · FIDELITY COVINGTON TRUST | 0.97% | 4,176 NS | 2026年4月30日 | N-PORT |
| FREL · FIDELITY COVINGTON TRUST | 0.95% | 397,488 NS | 2026年4月30日 | N-PORT |
| THNQ · EXCHANGE TRADED CONCEPTS TRUST | 0.89% | 83,236 NS | 2026年4月30日 | N-PORT |
| ARTY · iShares Trust | 0.85% | 979,102 SH | 2026年8月20日 | 日次 |
| QQQE · Direxion Shares ETF Trust | 0.73% | 255,204 NS | 2026年4月30日 | N-PORT |
| TMFX · RBB Fund, Inc. | 0.67% | 6,647 NS | 2026年5月31日 | N-PORT |
| MMID · MFS Active Exchange Traded Funds Tr… | 0.65% | 6,917 NS | 2026年5月31日 | N-PORT |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0.63% | 15,904,101 SH | 2026年8月19日 | 日次 |
| OGIG · ALPS ETF Trust | 0.61% | 21,915 NS | 2026年5月31日 | N-PORT |
| PNQI · Invesco Exchange-Traded Fund Trust | 0.38% | 60,812 SH | 2026年8月20日 | 日次 |
| HOMZ · ETF Series Solutions | 0.34% | 3,595 NS | 2026年5月31日 | N-PORT |
| CGGR · Capital Group Growth ETF | 0.23% | 1,766,090 NS | 2026年5月31日 | N-PORT |
| IETC · iShares U.S. ETF Trust | 0.23% | 47,372 SH | 2026年8月20日 | 日次 |
| CAPE · DoubleLine ETF Trust | 0.22% | 18,744 NS | 2026年6月30日 | N-PORT |
| SIZE · iShares Trust | 0.19% | 24,354 SH | 2026年8月20日 | 日次 |
| RSP · Invesco Exchange-Traded Fund Trust | 0.18% | 5,444,489 SH | 2026年8月20日 | 日次 |
| GSEW · Goldman Sachs ETF Trust | 0.18% | 100,140 NS | 2026年5月31日 | N-PORT |
| EUSA · iShares, Inc. | 0.17% | 101,268 SH | 2026年8月20日 | 日次 |
| IMCG · iShares Trust | 0.17% | 213,577 SH | 2026年8月20日 | 日次 |
| VBK · VANGUARD INDEX FUNDS | 0.16% | 2,712,100 SH | 2026年8月19日 | 日次 |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0.15% | 38,275 SH | 2026年8月20日 | 日次 |
| SPXD · DBX ETF Trust | 0.13% | 279 NS | 2026年5月31日 | N-PORT |
| VOT · VANGUARD INDEX FUNDS | 0.13% | 1,565,081 SH | 2026年8月19日 | 日次 |
| IWS · iShares Trust | 0.12% | 544,838 SH | 2026年8月20日 | 日次 |
| SGLC · RBB Fund, Inc. | 0.11% | 6,618 NS | 2026年5月31日 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0.10% | 269,136 NS | 2026年5月31日 | N-PORT |
| IWR · iShares Trust | 0.10% | 1,642,438 SH | 2026年8月20日 | 日次 |
| QUAL · iShares Trust | 0.09% | 1,257,342 SH | 2026年8月20日 | 日次 |
| IMCB · iShares Trust | 0.09% | 45,050 SH | 2026年8月20日 | 日次 |
| QRMI · Global X Funds | 0.08% | 398 NS | 2026年4月30日 | N-PORT |
| QCLR · Global X Funds | 0.08% | 87 NS | 2026年4月30日 | N-PORT |
| QYLD · Global X Funds | 0.08% | 182,020 NS | 2026年4月30日 | N-PORT |
| QTR · Global X Funds | 0.08% | 63 NS | 2026年4月30日 | N-PORT |
| QYLG · Global X Funds | 0.07% | 3,012 NS | 2026年4月30日 | N-PORT |
| XOEF · iShares Trust | 0.07% | 501 SH | 2026年8月20日 | 日次 |
| PTNQ · Pacer Funds Trust | 0.07% | 25,535 NS | 2026年4月30日 | N-PORT |
| VB · VANGUARD INDEX FUNDS | 0.07% | 4,686,477 SH | 2026年8月19日 | 日次 |
| RILA · Spinnaker ETF Series | 0.07% | 800 NS | 2026年4月30日 | N-PORT |
| QSIX · Pacer Funds Trust | 0.06% | 335 NS | 2026年4月30日 | N-PORT |
| CRTC · DBX ETF Trust | 0.06% | 2,510 NS | 2026年5月31日 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0.06% | 4,425,651 SH | 2026年8月19日 | 日次 |
| USXF · iShares Trust | 0.06% | 24,456 SH | 2026年8月20日 | 日次 |
| EQL · ALPS ETF Trust | 0.05% | 23,420 NS | 2026年5月31日 | N-PORT |
| VEGN · ETF Series Solutions | 0.05% | 2,346 NS | 2026年4月30日 | N-PORT |