GWRE Guidewire Software, Inc. Common Stock
NYSE · Technology · Wyświetl na SEC EDGAR ↗ zamknij Paź 2, 2026 10-K/10-Q Wrz 11, 2026
$152,15
· % zakresu 52 tyg.
· powyżej minimum
· do maksimum
$102,3052tyg. minimum
$255,8952tyg. maksimum
Kapitalizacja Rynkowa (MRQ)
$12.48B
P/E (TTM)
93.3
EPS (TTM)
$1.63
Przychody (TTM)
$1.48B
Twoje odznaki
Zakres 52 tyg.
$102–$256
Ocena Analityków
BUY
Cena Docelowa
$213
P/E
93.3
ROE
10.5%
Marża Zysku Netto
9.4%
Twój pasek odznak jest pusty — przypnij metrykę w dowolnym miejscu na tej stronie.
GWRE Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
Cena
$152.15
Kapitalizacja Rynkowa (MRQ)
$12.48B
P/E (TTM)
93.3
EPS (TTM)
$1.63
Przychody (TTM)
$1.48B
ROE (TTM)
10.5%
Zakres 52 tyg.
$102–$256
GWRE Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
zakres
kreski
Granularność słupków dostosowuje się do wybranego okresu — najedź kursorem na wykres, aby zobaczyć otwarcia/maksima/minima/zamknięcia dla danego słupka.
O Guidewire Software, Inc. Common Stock Przegląd firmy z Wikipedii
Guidewire Software, Inc., commonly Guidewire, is an American software company based in San Mateo, California. It offers an industry platform for property and casualty (P&C) insurance carriers in the U.S. and worldwide.
History
The company was established in 2001 and founded by: Ken Branson, James Kwak, John Raguin, and Marcus Ryu from Ariba (and McKinsey, where James and Marcus had met); and John Seybold and Mark Shaw from Kana Software. In September 2011, Guidewire filed with the SEC to raise up to $100 million in an initial public offering (IPO) and first publicly traded on the NYSE in January 2012. Guidewire was later cited as being one of the top IPOs of 2012, even #1.
In 2011, Guidewire settled a patent related lawsuit with Accenture regarding its claims management software.
In 2013, Guidewire acquired Millbrook, Inc., a business intelligence company. In 2016, Guidewire acquired ISCS (cloud computing), FirstBest (underwriting) and EagleEye Analytics. In 2017, Guidewire acquired Cyence, a data science and risk analytics company enabling P&C insurers to grow.
On August 5, 2019, Guidewire appointed Mike Rosenbaum as CEO.
In March 2023, Guidewire executed a sublease agreement to exchange headquarters with Roblox Corporation, another software company in San Mateo. Guidewire moved into and assumed the remaining lease term for the Roblox headquarters at 970 Park Place; Roblox assumed Guidewire's remaining lease term for Bay Meadows Station 2 at 2850 Delaware Street.
The company has been cited as being among the 50 most desirable mid-size Bay Area companies to work for, and was in the "Top 50 Large Companies" in Glassdoor's Best Places To Work. In June 2026, the company reported that its annual recurring revenue (ARR) surpassed $1.14 billion during the third quarter of fiscal year 2026, driven by continuous expansion of its cloud platform and subscription model.
Products
Guidewire is a recurring revenue software company as it sells term licenses. The company also sells its software as a service on a subscription revenue basis. Its three main software products are ClaimCenter, PolicyCenter, and BillingCenter, each servicing a major component of a P&C insurance carrier. There are a number of add-on modules, as well as an increasing number of value-added online services provided via Guidewire Analytics and Guidewire Marketplace. Guidewire also develops the Gosu programming language.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
sektorTechnology
branżaTechnology
pracownicy4 174
krajUS
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Przychody$1.48B2017-07-31 → 2026-07-31
EPS$1.632017-07-31 → 2026-07-31
Wolny przepływ pieniężny$378M2017-07-31 → 2026-07-31
Marża netto9.4%2017-07-31 → 2026-07-31
Wycena i wskaźniki
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
| Wskaźnik | Trend 5-letni | GWRE | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | 93.3średnia z 5 lat ≈-373.9 | ≈-373.9 | 38.8 | Zawyżona wycena | |
| P/S (TTM) | 8.5średnia z 5 lat ≈10.5 | ≈10.5 | 7.2 | Zawyżona wycena | |
| P/B (MRQ) | 10.5średnia z 5 lat ≈8.6 | ≈8.6 | 5.3 | Zawyżona wycena | |
| Cena / FCF (TTM) | 33.0średnia z 5 lat ≈51.2 | ≈51.2 | · | · | |
| Cena / Przepływy pieniężne (TTM) | 32.0średnia z 5 lat ≈33.4 | ≈33.4 | 33.4 | Wartość godziwa | |
| Cena / Wartość księgowa materialna (MRQ) | 10.6średnia z 5 lat ≈12.5 | ≈12.5 | · | · |
Mediana porównawcza jest obliczana na znormalizowanej podstawie dla każdej metryki i może nie zawsze odpowiadać podstawie TTM/MRQ pokazanej dla tej akcji.
Rentowność Marże brutto, operacyjne i netto; ROE, ROA, ROIC
| Wskaźnik | Trend 5-letni | GWRE | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Marża brutto (TTM) | 64.2%średnia z 5 lat ≈56.0% | ≈56.0% | 69.4% | Słaby | |
| Marża Operacyjna (TTM) | 10.2%średnia z 5 lat ≈-6.6% | ≈-6.6% | 14.7% | Słaby | |
| EBITDA Margin (Marża EBITDA) | 10.2%średnia z 5 lat ≈-6.6% | ≈-6.6% | 20.3% | Słaby | |
| Marża przed opodatkowaniem (TTM) | 11.1%średnia z 5 lat ≈-6.1% | ≈-6.1% | 18.7% | Słaby | |
| Marża Zysku Netto (TTM) | 9.4%średnia z 5 lat ≈-4.0% | ≈-4.0% | 14.5% | Słaby | |
| ROA (TTM) | 5.3%średnia z 5 lat ≈-1.1% | ≈-1.1% | 7.5% | Słaby | |
| ROE (TTM) | 10.5%średnia z 5 lat ≈-1.6% | ≈-1.6% | 10.3% | Zgodnie z | |
| ROIC | 10.7%średnia z 5 lat ≈-1.5% | ≈-1.5% | 13.9% | Słaby |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | GWRE | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Wskaźnik bieżący (MRQ) | 1.8średnia z 5 lat ≈2.6 | ≈2.6 | 1.2 | Silna płynność | |
| Wskaźnik Szybkości (MRQ) | 1.4średnia z 5 lat ≈2.2 | ≈2.2 | 0.9 | Silna płynność | |
| Interest Coverage (Pokrycie odsetek) | 11.2średnia z 5 lat ≈-5.2 | ≈-5.2 | 11.2 | Zgodnie z |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | GWRE | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 22.7%średnia z 5 lat ≈14.9% | ≈14.9% | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | 17.7%średnia z 5 lat ≈12.0% | ≈12.0% | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | 14.7% | · | · | · | |
| EPS YoY | 101.2% | · | · | · | |
| Net Income YoY (Zysk Netto R/R) | 99.5% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | GWRE | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 0.6średnia z 5 lat ≈0.5 | ≈0.5 | 0.6 | Zgodnie z | |
| Receivables Turnover (Rotacja należności) | 8.8średnia z 5 lat ≈7.4 | ≈7.4 | 4.5 | Najwyższa półka | |
| Revenue / Employee (Przychody / pracownika) | ≈$353.5K | · | · | · |
wartość · ≈ średnia z 5 lat · mediana branżowa · werdykt względem mediany
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
Średnie zaskoczenie
26.3%
| Okres | Raport | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|---|
| 31 grudnia 2026 | Wrz 3, 2026 | $0.99 | $0.96 | 2.8% |
| 30 września 2026 | Cze 4, 2026 | $0.99 | $0.96 | 2.8% |
| 30 czerwca 2026 | $0.82 | $0.76 | 8.1% | |
| 31 marca 2026 | $1.17 | $0.79 | 48.4% | |
| 31 grudnia 2025 | $0.66 | $0.62 | 5.6% | |
| 30 września 2025 | $0.84 | $0.65 | 29.7% | |
| 30 czerwca 2025 | $0.88 | $0.47 | 86.6% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $1.48B | $1.20B | $980M | $905M | $813M | $743M | $742M | $720M | $653M | $510M | $424M | $381M | |
| Cost of Revenue | $528M | $450M | $397M | $447M | $435M | $354M | $338M | $324M | $297M | $192M | $152M | $147M | |
| Gross Profit | $947M | $752M | $583M | $458M | $377M | $390M | $404M | $395M | $356M | $318M | $273M | $233M | |
| R&D Expense | $340M | $296M | $269M | $250M | $229M | $201M | $201M | $189M | $172M | $130M | $112M | $93M | |
| SG&A Expense | $198M | $184M | $168M | $170M | $165M | $143M | $85M | $74M | $76M | $57M | $51M | $41M | |
| Operating Expenses | $797M | $711M | $636M | $608M | $577M | $495M | $428M | $394M | $372M | $296M | $256M | $217M | |
| Operating Income | $150M | $41M | $-53M | $-149M | $-199M | $-106M | $-24M | $1M | $-16M | $22M | $16M | $16M | |
| Interest Expense | $13M | $13M | $7M | $7M | $19M | $19M | $18M | $17M | $6M | $13.0K | $0 | · | |
| Other Non-op | $-21M | $-35M | $-11M | $-2M | $-17M | $13M | $-7M | $-2M | $509.0K | $811.0K | $-505.0K | $-2M | |
| Pretax Income | $164M | $49M | $-27M | $-134M | $-230M | $-104M | $-24M | $12M | $-8M | $29M | $21M | $17M | |
| Income Tax | $25M | $-20M | $-21M | $-22M | $-49M | $-38M | $3M | $-8M | $18M | $10M | $6M | $7M | |
| Net Income | $139M | $70M | $-6M | $-112M | $-180M | $-67M | $-27M | $21M | $-27M | $18M | $15M | $10M | |
| EPS (Basic) | $1.65 | $0.83 | $-0.07 | $-1.36 | $-2.16 | $-0.79 | $-0.33 | $0.25 | $-0.34 | $0.24 | $0.21 | $0.14 | |
| EPS (Diluted) | $1.63 | $0.81 | $-0.07 | $-1.36 | $-2.16 | $-0.79 | $-0.33 | $0.25 | $-0.34 | $0.24 | $0.20 | $0.14 | |
| Shares (Basic) | 84,186,951 | 83,846,793 | 82,291,483 | 82,176,629 | 83,569,517 | 83,577,375 | 82,855,392 | 81,447,998 | 77,709,592 | 73,994,577 | 72,026,694 | 70,075,908 | |
| Shares (Diluted) | 85,405,177 | 85,911,653 | 82,291,483 | 82,176,629 | 83,569,517 | 83,577,375 | 82,855,392 | 82,681,214 | 77,709,592 | 75,328,343 | 73,765,960 | 72,314,433 | |
| EBITDA | $150M | $41M | $-53M | $-149M | $-199M | $-106M | $-24M | $1M | $-16M | $27M | $16M | $16M |
Bilans
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $373M | $698M | $548M | $402M | $606M | $385M | $367M | $254M | $437M | $263M | $224M | $212M | |
| Short-term Investments | $380M | $452M | $456M | $397M | $370M | $735M | $767M | $870M | $630M | $310M | $405M | $359M | |
| Receivables | $194M | $141M | $137M | $151M | $144M | $104M | $114M | $138M | $125M | $79M | $63M | $62M | |
| Prepaid Expense | $99M | $86M | $68M | $62M | $61M | $53M | $46M | $36M | $30M | $27M | $17M | $14M | |
| Current Assets | $1.19B | $1.51B | $1.30B | $1.10B | $1.25B | $1.36B | $1.34B | $1.33B | $1.22B | $679M | $708M | $662M | |
| PP&E (Net) | $68M | $60M | $55M | $54M | $81M | $80M | $65M | $66M | $19M | $14M | $13M | $12M | |
| PP&E (Gross) | $168M | $146M | $121M | $104M | $137M | $131M | $101M | $99M | $48M | $38M | $36M | $31M | |
| Accum. Depreciation | $101M | $85M | $66M | $49M | $56M | $51M | $36M | $33M | $30M | $23M | $23M | $19M | |
| Goodwill | $423M | $394M | $372M | $372M | $372M | $341M | $341M | $341M | $341M | $142M | $30M | $9M | |
| Intangibles | $16M | $12M | $9M | $14M | $21M | $20M | $40M | $67M | $96M | $71M | $14M | $4M | |
| Other Non-current Assets | $99M | $76M | $67M | $68M | $57M | $38M | $35M | $46M | $23M | $20M | $12M | $926.0K | |
| Total Assets | $2.58B | $2.72B | $2.23B | $2.03B | $2.27B | $2.32B | $2.36B | $2.17B | $1.98B | $1.08B | $916M | $800M | |
| Accounts Payable | $38M | $29M | $15M | $35M | $40M | $28M | $23M | $34M | $31M | $13M | $10M | $9M | |
| Accrued Liabilities | · | · | · | · | · | $32M | $26M | $16M | · | · | · | · | |
| Current Liabilities | $664M | $545M | $838M | $373M | $338M | $300M | $225M | $232M | $238M | $168M | $119M | $104M | |
| Capital Leases | $25M | $31M | $35M | $43M | $105M | $115M | $119M | · | · | · | · | · | |
| Other Non-current Liabilities | $14M | $9M | $8M | $9M | $7M | $10M | $19M | $20M | $774.0K | $2M | $3M | $4M | |
| Total Liabilities | $1.38B | $1.26B | $884M | $828M | $815M | $777M | $708M | $593M | $568M | $190M | $132M | $111M | |
| Long-term Debt | · | · | $399M | $397M | $358M | $344M | $330M | $317M | $305M | · | · | · | |
| Common Stock | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $7.0K | $7.0K | |
| Paid-in Capital | · | · | · | · | $-1.76B | · | · | · | · | · | · | · | |
| Retained Earnings | $-1.02B | $-554M | $-624M | $-618M | $-284M | $-66M | $163M | $190M | $125M | $66M | $48M | $33M | |
| AOCI | $-12M | $-9M | $-12M | $-14M | $-20M | $-6M | $-5M | $-8M | $-8M | $-6M | $-7M | $-6M | |
| Stockholders' Equity | $1.19B | $1.46B | $1.34B | $1.20B | $1.45B | $1.54B | $1.66B | $1.57B | $1.41B | $889M | $784M | $689M | |
| Liabilities + Equity | $2.58B | $2.72B | $2.23B | $2.03B | $2.27B | $2.32B | $2.36B | $2.17B | $1.98B | $1.08B | $916M | $800M | |
| Shares Outstanding | 81,992,467 | 84,530,418 | 83,025,637 | 81,440,669 | 84,084,209 | 83,194,157 | 83,461,925 | 82,140,883 | 80,611,698 | 75,007,625 | 73,039,919 | 71,005,738 |
Przepływy pieniężne
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $28M | $24M | $22M | $25M | $34M | $37M | $43M | $40M | $36M | $19M | $9M | $7M | |
| Stock-based Comp | $182M | $162M | $146M | $143M | $137M | $115M | $102M | $92M | $90M | $72M | $66M | $51M | |
| Deferred Tax | $13M | $-30M | $-27M | $-27M | $-53M | $-36M | $-12M | $-13M | $14M | $-1M | $-4M | $136.0K | |
| Amort. of Intangibles | $7M | $5M | $6M | $7M | $14M | $20M | $27M | $29M | $28M | $12M | $2M | $1M | |
| Operating Cash Flow | $390M | $301M | $196M | $38M | $-38M | $112M | $113M | $116M | $140M | $139M | $100M | $64M | |
| CapEx | $12M | $6M | $6M | $6M | $10M | $19M | $21M | $45M | $9M | $6M | $7M | $6M | |
| Investing Cash Flow | $-136M | $-237M | $-52M | $13M | $312M | $64M | $-6M | $-301M | $-538M | $-113M | $-101M | $23M | |
| Stock Issued | · | · | · | · | · | · | $0 | $0 | $221M | $0 | $0 | $0 | |
| Stock Repurchased | $606M | $0 | $0 | $262M | $37M | $161M | $0 | $0 | · | · | · | · | |
| Net Stock Activity | $-606M | $0 | $0 | $-262M | $-37M | $-161M | $0 | $0 | $221M | · | $0 | $0 | |
| Financing Cash Flow | $-579M | $82M | $1M | $-262M | $-37M | $-159M | $5M | $4M | $573M | $13M | $13M | $-17M | |
| Net Change in Cash | $-326M | $150M | $142M | $-208M | $230M | $18M | $113M | $-183M | $174M | $40M | $11M | $64M | |
| Taxes Paid | $13M | $8M | $9M | $5M | $4M | $4M | $5M | $5M | $5M | $4M | $4M | $2M | |
| Free Cash Flow | $378M | $295M | $189M | $33M | $-47M | $93M | $92M | $71M | $131M | $131M | $93M | $57M | |
| Levered FCF | $366M | $276M | $188M | $27M | $-63M | $81M | $72M | $42M | $110M | · | · | · |
Rentowność
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 64.2% | 62.5% | 59.5% | 50.6% | 43.3% | 49.5% | 54.5% | 54.9% | 54.5% | 62.7% | 64.2% | 61.3% | |
| Operating Margin | 10.2% | 3.4% | -5.4% | -16.5% | -24.5% | -14.2% | -3.2% | 0.20% | -2.4% | 5.2% | 3.9% | 4.3% | |
| Net Margin | 9.4% | 5.8% | -0.62% | -12.4% | -22.2% | -8.9% | -3.7% | 2.9% | -4.1% | 4.1% | 3.5% | 2.6% | |
| Pretax Margin | 11.1% | 4.1% | -2.7% | -14.8% | -28.3% | -14.0% | -3.3% | 1.7% | -1.3% | 6.5% | 4.9% | 4.4% | |
| EBITDA Margin | 10.2% | 3.4% | -5.4% | -16.5% | -24.5% | -14.2% | -3.2% | 0.20% | -2.4% | 5.2% | 3.9% | 4.3% | |
| ROA | 5.3% | 2.8% | -0.29% | -5.2% | -7.9% | -2.8% | -1.2% | 1.0% | -1.8% | 2.1% | 1.8% | 1.3% | |
| ROE | 10.3% | 5.1% | -0.46% | -9.3% | -13.7% | -4.3% | -1.7% | 1.3% | -1.9% | 2.5% | 2.0% | 1.5% | |
| ROIC | 10.7% | 4.0% | -0.89% | -10.4% | -10.8% | -4.4% | -1.6% | 0.16% | -3.6% | 1.9% | 1.5% | 1.4% |
Płynność i wypłacalność
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.8 | 2.8 | 1.5 | 2.9 | 3.7 | 4.5 | 6.0 | 5.7 | 5.1 | 4.2 | 5.9 | 6.3 | |
| Quick Ratio | 1.4 | 2.4 | 1.4 | 2.5 | 3.3 | 4.1 | 5.5 | 5.4 | 5.0 | 4.0 | 5.8 | 6.1 | |
| Interest Coverage | 11.2 | 3.1 | -7.8 | -22.3 | -10.3 | -5.6 | -1.3 | 0.1 | -2.4 | · | · | · |
Efektywność
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.5 | 0.5 | 0.4 | 0.4 | 0.3 | 0.3 | 0.3 | 0.4 | 0.5 | 0.5 | 0.5 | |
| Receivables Turnover | 8.8 | 8.7 | 6.8 | 6.1 | 6.6 | 6.8 | 5.9 | 5.5 | 6.4 | 7.2 | 6.8 | 6.8 |
Na akcję
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $14.56 | $17.24 | $16.17 | $14.73 | $17.26 | $18.57 | $19.85 | $19.16 | $17.54 | $11.91 | $10.73 | $9.71 | |
| Revenue / Share | $17.27 | $14.00 | $11.91 | $11.02 | $9.72 | $8.89 | $8.96 | $8.70 | $8.40 | $6.83 | $5.75 | $5.26 | |
| Cash Flow / Share | $4.56 | $3.50 | $2.38 | $0.47 | $-0.45 | $1.34 | $1.36 | $1.40 | $1.81 | $1.82 | $1.35 | $0.88 | |
| Cash / Share | $4.55 | $8.26 | $6.60 | $4.93 | $7.21 | $4.63 | $4.40 | $3.09 | $5.42 | $3.51 | $3.06 | $2.99 | |
| EPS (TTM) | $1.63 | $0.81 | $-0.07 | $-1.36 | $-2.16 | $-0.79 | $-0.33 | $0.25 | $-0.34 | $0.24 | $0.20 | $0.14 |
Stopy Wzrostu
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 22.7% | 22.6% | 8.3% | 11.4% | 9.3% | 0.13% | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 17.7% | 14.0% | 9.7% | 6.8% | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 14.7% | 10.1% | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 101.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 99.5% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.48B | $1.20B | $980M | $905M | $813M | $743M | $742M | $720M | $653M | $510M | $424M | $381M | |
| Net Income TTM | $139M | $70M | $-6M | $-112M | $-180M | $-67M | $-27M | $21M | $-27M | $18M | $15M | $10M | |
| Market Cap | $12.46B | $19.12B | $12.46B | $6.91B | $6.54B | $9.58B | $9.82B | $8.38B | $6.95B | $5.41B | $4.49B | $4.19B | |
| P/E | 93.2 | 279.3 | -2143.9 | -62.4 | -36.0 | -145.8 | -356.5 | 408.3 | -253.5 | 300.7 | 307.4 | 421.8 | |
| P/S | 8.4 | 15.9 | 12.7 | 7.6 | 8.0 | 12.9 | 13.2 | 11.7 | 10.6 | 10.6 | 10.6 | 11.0 | |
| P/B | 10.4 | 13.1 | 9.3 | 5.8 | 4.5 | 6.2 | 5.9 | 5.3 | 4.9 | 6.1 | 5.7 | 6.1 | |
| P / Tangible Book | 16.5 | 18.2 | 13.0 | 8.5 | 6.2 | 8.1 | 7.7 | · | · | · | · | · | |
| P / Cash Flow | 32.0 | 63.6 | 63.7 | 179.9 | -172.2 | 85.9 | 86.9 | 72.2 | 49.5 | 39.5 | 44.9 | 65.8 | |
| P / FCF | · | 64.8 | 65.8 | 212.1 | -137.7 | 103.5 | 107.1 | 117.8 | 53.0 | 41.2 | 48.4 | 73.1 | |
| Earnings Yield | 1.1% | 0.36% | -0.05% | -1.6% | -2.8% | -0.69% | -0.28% | 0.24% | -0.39% | 0.33% | 0.33% | 0.24% |
Rachunek zysków i strat
| Wskaźnik | Trend | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $411M | $373M | $359M | $333M | $357M | $294M | $289M | $263M | $292M | $241M | $241M | $207M | $270M | $207M | $233M | $195M | |
| Cost of Revenue | $141M | $136M | $128M | $123M | $125M | $111M | $110M | $105M | $105M | $98M | $98M | $95M | $106M | $109M | $109M | $123M | |
| Gross Profit | $270M | $237M | $232M | $210M | $232M | $183M | $179M | $158M | $186M | $142M | $142M | $112M | $164M | $99M | $123M | $72M | |
| R&D Expense | $91M | $88M | $83M | $78M | $84M | $73M | $70M | $69M | $75M | $66M | $65M | $62M | $67M | $63M | $62M | $58M | |
| SG&A Expense | $52M | $50M | $48M | $48M | $52M | $48M | $42M | $43M | $46M | $42M | $40M | $39M | $41M | $47M | $40M | $42M | |
| Operating Expenses | $207M | $206M | $193M | $191M | $202M | $178M | $167M | $163M | $176M | $159M | $155M | $146M | $158M | $157M | $147M | $147M | |
| Operating Income | $62M | $31M | $38M | $18M | $30M | $4M | $12M | $-5M | $10M | $-17M | $-12M | $-34M | $6M | $-58M | $-23M | $-75M | |
| Interest Expense | · | · | · | · | · | · | · | · | $2M | $2M | $2M | $2M | $2M | $2M | $2M | $2M | |
| Other Non-op | $-24M | $-19M | $27M | $-5M | $1M | $34M | $-66M | $-4M | $-2M | $-7M | $11M | $-14M | $4M | $-3M | $11M | $-14M | |
| Pretax Income | $45M | $20M | $75M | $25M | $41M | $49M | $-43M | $3M | $19M | $-14M | $7M | $-39M | $16M | $-56M | $-8M | $-85M | |
| Income Tax | $14M | $3M | $14M | $-7M | $-11M | $3M | $-6M | $-6M | $2M | $-9M | $-3M | $-12M | $4M | $-11M | $979.0K | $-16M | |
| Net Income | $31M | $16M | $60M | $31M | $52M | $46M | $-37M | $9M | $-6M | $-5M | $10M | $-27M | $12M | $-46M | $-9M | $-69M | |
| EPS (Basic) | $0.37 | $0.20 | $0.71 | $0.37 | $0.62 | $0.55 | $-0.45 | $0.11 | $0.21 | $-0.07 | $0.12 | $-0.33 | $0.14 | $-0.56 | $-0.11 | $-0.83 | |
| EPS (Diluted) | $0.38 | $0.19 | $0.70 | $0.36 | $0.61 | $0.54 | $-0.45 | $0.11 | $0.21 | $-0.07 | $0.12 | $-0.33 | $0.14 | $-0.56 | $-0.11 | $-0.83 | |
| Shares (Basic) | · | 84,241,069 | 84,858,179 | 84,780,201 | · | 84,044,661 | 83,705,700 | 83,276,236 | · | 82,500,109 | 82,133,632 | 81,690,912 | · | 81,832,244 | 82,051,867 | 83,320,967 | |
| Shares (Diluted) | · | 85,065,999 | 86,116,567 | 86,451,737 | · | 85,880,643 | 83,705,700 | 85,960,868 | · | 82,500,109 | 83,305,080 | 81,690,912 | · | 81,832,244 | 82,051,867 | 83,320,967 | |
| EBITDA | · | $31M | $38M | $18M | · | $4M | $12M | $-5M | · | $-17M | $-12M | $-34M | · | $-58M | $-23M | $-75M |
Bilans
| Wskaźnik | Trend | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $373M | $295M | $408M | $492M | $698M | $510M | $697M | $824M | $548M | $360M | $350M | $301M | · | $267M | $275M | $263M | |
| Short-term Investments | $380M | $455M | $511M | $520M | $452M | $410M | $471M | $515M | $456M | $423M | $428M | $412M | · | $421M | $440M | $442M | |
| Receivables | $194M | $139M | $163M | $95M | $141M | $147M | $123M | $97M | $137M | $104M | $128M | $93M | · | $129M | $128M | $88M | |
| Prepaid Expense | $99M | $102M | $89M | $88M | $86M | $78M | $72M | $72M | $68M | $69M | $64M | $62M | · | $61M | $64M | $59M | |
| Current Assets | $1.19B | $1.22B | $1.35B | $1.36B | $1.51B | $1.31B | $1.48B | $1.64B | $1.30B | $1.08B | $1.06B | $977M | · | $1.01B | $1.01B | $944M | |
| PP&E (Net) | $68M | $67M | $65M | $65M | $60M | $56M | $54M | $55M | $55M | $55M | $55M | $55M | · | $54M | $79M | $79M | |
| PP&E (Gross) | $168M | · | · | · | $146M | · | · | · | $121M | · | · | · | · | $101M | · | · | |
| Accum. Depreciation | $101M | · | · | · | $85M | · | · | · | $66M | · | · | · | · | $47M | · | · | |
| Goodwill | $423M | $421M | $422M | $394M | $394M | $394M | $372M | $372M | $372M | $372M | $372M | $372M | · | $372M | $372M | $372M | |
| Intangibles | $16M | $18M | $20M | $11M | $12M | $13M | $6M | $8M | $9M | $10M | $12M | $13M | · | $16M | $17M | $19M | |
| Other Non-current Assets | $99M | $87M | $76M | $72M | $76M | $65M | $64M | $65M | $67M | $60M | $60M | $64M | · | $59M | $56M | $51M | |
| Total Assets | $2.58B | $2.54B | $2.69B | $2.64B | $2.72B | $2.49B | $2.54B | $2.60B | $2.23B | $2.04B | $2.01B | $1.92B | · | $1.92B | $2.00B | $1.95B | |
| Accounts Payable | $38M | $35M | $29M | $34M | $29M | $29M | $25M | $31M | $15M | $24M | $22M | $19M | · | $36M | $38M | $42M | |
| Current Liabilities | $664M | $497M | $459M | $390M | $545M | $406M | $559M | $615M | $838M | $705M | $307M | $262M | · | $275M | $275M | $253M | |
| Capital Leases | $25M | $27M | $29M | $29M | $31M | $33M | $34M | $33M | $35M | $37M | $39M | $41M | · | $37M | $99M | $101M | |
| Other Non-current Liabilities | $14M | $13M | $12M | $9M | $9M | $8M | $5M | $5M | $8M | $10M | $9M | $9M | · | $7M | $7M | $7M | |
| Total Liabilities | $1.38B | $1.22B | $1.18B | $1.11B | $1.26B | $1.13B | $1.27B | $1.33B | $884M | $755M | $757M | $714M | · | $721M | $784M | $763M | |
| Common Stock | $8.0K | $8.0K | $8.0K | $9.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | $8.0K | · | $8.0K | $8.0K | $8.0K | |
| Retained Earnings | $-1.02B | $-846M | $-611M | $-523M | $-554M | $-606M | $-652M | $-615M | $-624M | $-641M | $-635M | $-645M | · | $-584M | $-483M | $-474M | |
| AOCI | $-12M | $-7M | $-3M | $-8M | $-9M | $-9M | $-15M | $-12M | $-12M | $-15M | $-12M | $-17M | · | $-15M | $-16M | $-24M | |
| Stockholders' Equity | $1.19B | $1.32B | $1.51B | $1.53B | $1.46B | $1.36B | $1.27B | $1.27B | $1.34B | $1.29B | $1.26B | $1.21B | $1.20B | $1.20B | $1.22B | $1.19B | |
| Liabilities + Equity | $2.58B | $2.54B | $2.69B | $2.64B | $2.72B | $2.49B | $2.54B | $2.60B | $2.23B | $2.04B | $2.01B | $1.92B | · | $1.92B | $2.00B | $1.95B | |
| Shares Outstanding | 81,992,467 | · | · | · | 84,530,418 | · | · | · | 83,025,637 | · | · | · | · | · | · | · |
Przepływy pieniężne
| Wskaźnik | Trend | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $7M | $7M | $7M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $5M | $5M | $5M | $6M | $7M | $8M | |
| Stock-based Comp | $47M | $45M | $47M | $43M | $42M | $40M | $41M | $38M | $37M | $37M | $36M | $36M | $37M | $35M | $36M | $35M | |
| Amort. of Intangibles | · | · | · | · | $2M | $1M | · | · | $1M | $1M | · | · | · | · | · | · | |
| Operating Cash Flow | $284M | $61M | $112M | $-67M | $245M | $32M | $86M | $-62M | $194M | $5M | $69M | $-72M | $173M | $-49M | $1M | $-87M | |
| CapEx | $2M | $2M | $3M | $5M | $3M | $703.0K | $790.0K | $843.0K | $2M | $678.0K | $3M | $998.0K | $3M | $677.0K | $1M | $604.0K | |
| Investing Cash Flow | $-3M | $71M | $-66M | $-139M | $-58M | $-48M | $-53M | $-78M | $-7M | $6M | $-23M | $-28M | $9M | $53M | $6M | $-54M | |
| Stock Issued | · | $0 | · | · | · | $0 | · | · | · | · | · | · | · | · | · | · | |
| Stock Repurchased | $214M | $244M | · | · | $0 | $0 | · | · | $0 | $0 | $0 | $0 | $48M | $14M | $0 | $200M | |
| Net Stock Activity | · | · | · | · | · | · | · | · | · | · | · | $0 | · | · | · | $-200M | |
| Financing Cash Flow | $-200M | $-244M | $-135M | $413.0K | $728.0K | $-178M | $-156M | $416M | $1M | $10.0K | $4.0K | $0 | $-48M | $-14M | $2.0K | $-200M | |
| Net Change in Cash | $78M | $-113M | $-85M | $-206M | $188M | $-187M | $-126M | $276M | $188M | $10M | $49M | $-104M | $135M | $-10M | $12M | $-345M | |
| Taxes Paid | $6M | $3M | $2M | $2M | $1M | $2M | $1M | $3M | $3M | $3M | $2M | $883.0K | $750.0K | $2M | $1M | $1M | |
| Free Cash Flow | · | · | · | $-72M | · | · | · | $-63M | · | · | · | $-73M | · | · | · | $-88M | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | · | $-74M | · | · | · | $-89M |
Rentowność
| Wskaźnik | Trend | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | · | 63.5% | 64.5% | 63.0% | · | 62.3% | 61.9% | 60.2% | · | 59.1% | 59.1% | 54.1% | · | 47.7% | 53.1% | 37.0% | |
| Operating Margin | · | 8.2% | 10.7% | 5.5% | · | 1.5% | 4.0% | -1.8% | · | -6.9% | -5.1% | -16.3% | · | -27.9% | -10.0% | -38.2% | |
| Net Margin | · | 4.4% | 16.7% | 9.4% | · | 15.7% | -12.9% | 3.5% | · | -2.3% | 4.0% | -13.1% | · | -22.0% | -4.0% | -35.5% | |
| Pretax Margin | · | 5.3% | 20.8% | 7.4% | · | 16.6% | -14.9% | 1.1% | · | -5.9% | 2.9% | -18.6% | · | -27.1% | -3.5% | -43.7% | |
| EBITDA Margin | · | 8.2% | 10.7% | 5.5% | · | 1.5% | 4.0% | -1.8% | · | -6.9% | -5.1% | -16.3% | · | -27.9% | -10.0% | -38.2% | |
| ROA | · | 0.66% | 2.3% | 1.2% | · | 2.0% | -1.6% | 0.40% | · | -0.28% | 0.48% | -1.4% | · | -2.2% | -0.44% | -3.4% | |
| ROE | · | 1.2% | 4.3% | 2.2% | · | 3.5% | -2.9% | 0.74% | · | -0.44% | 0.78% | -2.3% | · | -3.5% | -0.68% | -5.2% | |
| ROIC | · | 1.9% | 2.1% | 1.5% | · | 0.31% | 0.80% | -1.2% | · | -0.50% | -1.4% | -2.0% | · | -3.9% | -2.1% | -5.1% |
Płynność i wypłacalność
| Wskaźnik | Trend | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | · | 2.4 | 2.9 | 3.5 | · | 3.2 | 2.6 | 2.7 | · | 1.5 | 3.5 | 3.7 | · | 3.7 | 3.7 | 3.7 | |
| Quick Ratio | · | 1.8 | 2.4 | 2.8 | · | 2.6 | 2.3 | 2.3 | · | 1.3 | 3.0 | 3.1 | · | 3.0 | 3.1 | 3.1 | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | -9.9 | -7.3 | -20.1 | · | -34.4 | -13.8 | -44.5 |
Efektywność
| Wskaźnik | Trend | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| Receivables Turnover | · | 2.6 | 2.5 | 3.5 | · | 2.3 | 2.3 | 2.8 | · | 2.1 | 1.9 | 2.3 | · | 1.9 | 1.9 | 2.3 |
Na akcję
| Wskaźnik | Trend | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | · | $4.38 | $4.17 | $3.85 | · | $3.42 | $3.46 | $3.06 | · | $2.92 | $2.89 | $2.54 | · | $2.54 | $2.83 | $2.34 | |
| Cash Flow / Share | · | · | · | $-0.78 | · | · | · | $-0.72 | · | · | · | $-0.88 | · | · | · | $-1.05 | |
| EPS (TTM) | · | $1.86 | $2.21 | $1.06 | · | $0.41 | $-0.20 | $0.37 | · | $-0.14 | $-0.63 | $-0.86 | · | $-1.86 | $-1.99 | $-2.37 |
Wycena (TTM)
| Wskaźnik | Trend | Q4 2026 | Q3 2026 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $1.42B | $1.34B | $1.27B | · | $1.14B | $1.08B | $1.04B | · | $959M | $926M | $917M | · | $880M | $870M | $842M | |
| Net Income TTM | · | $160M | $189M | $92M | · | $12M | $-40M | $7M | · | $-11M | $-51M | $-70M | · | $-143M | $-167M | $-198M | |
| P/E | · | 74.4 | 63.7 | 220.4 | · | 499.4 | -1056.3 | 503.4 | · | -788.6 | -177.3 | -104.8 | · | -41.0 | -36.8 | -25.1 | |
| Earnings Yield | · | 1.3% | 1.6% | 0.45% | · | 0.20% | -0.09% | 0.20% | · | -0.13% | -0.56% | -0.95% | · | -2.4% | -2.7% | -4.0% |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 2026-07-31 | 2025-07-31 | 2024-07-31 | 2023-07-31 | 2022-07-31 |
|---|---|---|---|---|---|
| Przychody | $1.48B | $1.20B | $980M | $905M | $813M |
| Marża Brutto % | 64.2% | 62.5% | 59.5% | 50.6% | 43.3% |
| Marża Operacyjna % | 10.2% | 3.4% | -5.4% | -16.5% | -24.5% |
| Zysk netto | $139M | $70M | $-6M | $-112M | $-180M |
| Rozwodniony EPS | $1.63 | $0.81 | $-0.07 | $-1.36 | $-2.16 |
| Wskaźnik | 2026-07-31 | 2025-07-31 | 2024-07-31 | 2023-07-31 | 2022-07-31 |
|---|---|---|---|---|---|
| Wskaźnik bieżący | 1.8 | 2.8 | 1.5 | 2.9 | 3.7 |
| Wskaźnik Szybkości | 1.4 | 2.4 | 1.4 | 2.5 | 3.3 |
| Wskaźnik | 2026-07-31 | 2025-07-31 | 2024-07-31 | 2023-07-31 | 2022-07-31 |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $378M | $295M | $189M | $33M | $-47M |
Właściciele instytucjonalni (13F) 621 emitentów · $12.3B łącznie · Na dzień 30 września 2026
Instytucje, które zgłaszają posiadanie tych akcji w swoich kwartalnych zgłoszeniach SEC Form 13F. Tylko pozycje długie; pojedynczy zgłaszający może pojawić się dwukrotnie dla oddzielnych transz opcji. Duże przeciwstawne pozycje put/call zazwyczaj odzwierciedlają działalność market-makingową lub zabezpieczone zapasy, a nie przekonanie kierunkowe.
Posiadacze
621
Wartość posiadanych akcji
$12.3B
Nowe pozycje
87
Zamknięte pozycje
117
Aktywność instytucjonalna — Q2 2026 vs poprzedni kwartał
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 87 (-23 vs poprzedni kw.) | 117 (-35 vs poprzedni kw.) | 168 (-78 vs poprzedni kw.) | 236 (+42 vs poprzedni kw.) | -1.7M |
Porównano z Q1 2026. Zgłoszenia SEC Form 13F są wymagane w ciągu 45 dni od końca kwartału plus krótki bufor dla spóźnionych zgłoszeń — kwartały mieszczące się jeszcze w tym terminie są pomijane na rzecz ostatniej w pełni zgłoszonej pary.
| Instytucja | Wartość | Akcje | % z śledzonych 13F | Typ |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1 799 690 369 | 8 953 238 | 14,59% | Akcje |
| BAMCO INC /NY/ | $1 106 767 811 | 8 994 456 | 8,97% | Akcje |
| BlackRock, Inc. | $1 096 334 356 | 8 909 665 | 8,89% | Akcje |
| Linonia Partnership LP | $853 165 083 | 6 933 483 | 6,92% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $554 621 788 | 4 507 288 | 4,50% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $473 184 468 | 3 845 465 | 3,84% | Akcje |
| Darsana Capital Partners LP | $468 082 200 | 3 804 000 | 3,79% | Akcje |
| STATE STREET CORP | $329 960 597 | 2 681 587 | 2,68% | Akcje |
| JPMORGAN CHASE & CO | $272 333 677 | 2 249 339 | 2,21% | Akcje |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $249 648 807 | 2 028 908 | 2,02% | Akcje |
| Route One Investment Company, L.P. | $227 564 240 | 1 849 364 | 1,84% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $201 272 750 | 1 635 297 | 1,63% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $153 717 020 | 1 249 192 | 1,25% | Akcje |
| VAN ECK ASSOCIATES CORP | $149 610 958 | 1 215 855 | 1,21% | Akcje |
| WASATCH ADVISORS LP | $119 870 695 | 801 489 | 0,97% | Akcje |
| Artisan Partners Limited Partnership | $119 398 528 | 970 325 | 0,97% | Akcje |
| WESTFIELD CAPITAL MANAGEMENT CO LP | $103 280 418 | 839 337 | 0,84% | Akcje |
| JANE STREET GROUP, LLC | $102 727 185 | 834 841 | 0,83% | Akcje |
| JARISLOWSKY, FRASER Ltd | $101 131 963 | 439 972 | 0,82% | Akcje |
| WELLINGTON MANAGEMENT GROUP LLP | $95 541 680 | 776 446 | 0,77% | Akcje |
| Stockbridge Partners LLC | $93 496 712 | 759 827 | 0,76% | Akcje |
| NORTHERN TRUST CORP | $89 403 085 | 726 559 | 0,72% | Akcje |
| BLAIR WILLIAM & CO/IL | $89 381 920 | 726 387 | 0,72% | Akcje |
| BANK OF AMERICA CORP /DE/ | $85 708 779 | 696 536 | 0,69% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $81 588 303 | 663 050 | 0,66% | Akcje |
| BROWN BROTHERS HARRIMAN & CO | $81 045 160 | 658 636 | 0,66% | Akcje |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $74 989 131 | 609 420 | 0,61% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $74 429 622 | 604 873 | 0,60% | Akcje |
| RGM Capital, LLC | $73 920 221 | 367 744 | 0,60% | Akcje |
| PARNASSUS INVESTMENTS, LLC | $73 200 353 | 594 883 | 0,59% | Akcje |
| Stephens Investment Management Group LLC | $73 024 515 | 593 454 | 0,59% | Akcje |
| 1832 Asset Management L.P. | $68 204 892 | 554 286 | 0,55% | Akcje |
| Ardmore Road Asset Management LP | $67 677 500 | 550 000 | 0,55% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $66 733 583 | 542 329 | 0,54% | Akcje |
| Bank of New York Mellon Corp | $65 602 060 | 533 133 | 0,53% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $60 751 292 | 493 769 | 0,49% | Akcje |
| MORGAN STANLEY | $60 742 449 | 493 637 | 0,49% | Akcje |
| Sculptor Capital LP | $54 941 825 | 446 500 | 0,45% | Akcje |
| JANUS HENDERSON GROUP PLC | $54 378 308 | 363 562 | 0,44% | Akcje |
| Greenstone Partners & Co., LLC | $49 784 061 | 404 584 | 0,40% | Akcje |
| BROWN ADVISORY INC | $48 752 201 | 396 198 | 0,40% | Akcje |
| Balyasny Asset Management L.P. | $45 771 893 | 371 978 | 0,37% | Akcje |
| GOLDMAN SACHS GROUP INC | $44 773 434 | 363 864 | 0,36% | Akcje |
| UBS Group AG | $43 991 729 | 357 511 | 0,36% | Akcje |
| CIBC Private Wealth Group LLC | $43 451 171 | 189 033 | 0,35% | Akcje |
| D. E. Shaw & Co., Inc. | $43 169 508 | 350 829 | 0,35% | Akcje |
| Rathbones Group PLC | $42 237 158 | 343 252 | 0,34% | Akcje |
| Nuveen, LLC | $42 068 458 | 341 881 | 0,34% | Akcje |
| DEUTSCHE BANK AG\ | $41 649 597 | 338 477 | 0,34% | Akcje |
| Hudson Way Capital Management LLC | $41 096 485 | 333 982 | 0,33% | Akcje |
Insiderzy spółki 38 insiderów · 16 dyrektorzy generalni · 16 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Michael George Rosenbaum | Chief Executive Officer | 28 września 2026 S | 278 466 | 0 | 55 | $-23 806 276 |
| Jeffrey Elliott Cooper | Chief Financial Officer | 18 września 2026 S | 85 420 | 0 | 13 | $-7 127 861 |
| Curtis Smith | Chief Financial Officer | 18 grudnia 2019 S | 4 493 | 0 | 0 | $0 |
| Richard Hart | Chief Financial Officer | 5 marca 2018 M | 3 662 | 0 | 0 | $0 |
| John P Mullen | President | 17 września 2026 S | 183 647 | 0 | 9 | $-16 188 114 |
| Priscilla Hung | President & COO | 20 grudnia 2023 S | 38 131 | 0 | 0 | $0 |
| James Winston King | Chief Admin Officer, Gen Couns | 18 września 2026 S | 44 558 | 0 | 9 | $-3 425 846 |
| David Franklin Peterson | Chief Accounting Officer | 17 września 2026 S | 12 233 | 0 | 5 | $-917 924 |
| Michael Polelle | Chief Delivery Officer | 18 marca 2022 S | 7 241 | 0 | 0 | $0 |
| Frank E Odowd JR | Chief Sales Officer | 17 września 2021 S | 28 275 | 0 | 0 | $0 |
| Steven P. Sherry | Chief Sales Officer | 18 czerwca 2020 S | 0 | 0 | 0 | $0 |
| Ali Kheirolomoom | Chief Product Officer | 20 czerwca 2018 S | 5 225 | 0 | 0 | $0 |
| Scott Roza | Chief Business Officer | 16 października 2017 M | 800 | 0 | 0 | $0 |
| Jeremy Henrickson | VP, Product Development | 14 lipca 2014 M | 21 976 | 0 | 0 | $0 |
| Alexander C Naddaff | VP, Professional Services | 3 czerwca 2014 M | 2 422 | 0 | 0 | $0 |
| John True | SVP Field Operations | 15 marca 2013 M | 6 457 | 0 | 0 | $0 |
| Karl Alexander Vollert | Dyrektor | 12 sierpnia 2026 A | 578 | 0 | 0 | $0 |
| David S Bauer | Dyrektor | 15 grudnia 2025 A | 7 099 | 0 | 0 | $0 |
| Rajani Ramanathan | Dyrektor | 15 grudnia 2025 A | 11 057 | 0 | 0 | $0 |
| Margaret Dillon | Dyrektor | 15 grudnia 2025 A | 16 393 | 0 | 0 | $0 |
| Jeffrey Steven Sloan | Dyrektor | 15 grudnia 2025 A | 2 371 | 0 | 0 | $0 |
| Mark V Anquillare | Dyrektor | 15 grudnia 2025 A | 2 716 | 0 | 0 | $0 |
| Michael C Keller | Dyrektor | 15 grudnia 2025 A | 10 606 | 0 | 0 | $0 |
| Paul Lavin | Dyrektor | 22 grudnia 2024 G | 12 585 | 0 | 0 | $0 |
| Marcus Ryu | Dyrektor | 19 grudnia 2023 A | 10 555 | 0 | 0 | $0 |
| Andrew William Fraser Brown | Dyrektor | 23 czerwca 2022 S | 2 524 | 0 | 0 | $0 |
| Peter P Gassner | Dyrektor | 6 grudnia 2018 A | 13 723 | 0 | 0 | $0 |
| CAVOORES JOHN PAUL | Dyrektor | 3 grudnia 2015 A | 20 659 | 0 | 0 | $0 |
| Kenneth W Branson | Dyrektor | 4 marca 2014 S | 856 979 | 0 | 0 | $0 |
| Neal Dempsey | Dyrektor | 6 września 2013 S | 80 631 | 0 | 0 | $0 |
| Steven M Krausz | Dyrektor | 20 czerwca 2013 S | 12 797 | 0 | 0 | $0 |
| Stuart G Phillips | Posiadacz 10% | 29 listopada 2012 J | 71 117 | 0 | 0 | $0 |
| Catherine P Lego | · | 15 grudnia 2025 A | 14 393 | 0 | 0 | $0 |
| Guy Dubois | · | 6 grudnia 2019 S | 10 970 | 0 | 0 | $0 |
| Clifton Thomas Weatherford | · | 19 września 2019 S | 14 341 | 0 | 0 | $0 |
| Craig Conway | · | 17 grudnia 2018 M | 11 103 | 0 | 0 | $0 |
| Karen Blasing | · | 5 marca 2015 M | 0 | 0 | 0 | $0 |
| Craig Ramsey | · | 5 grudnia 2013 A | 338 271 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 63 fundusze ETF
Waga odzwierciedla wyłącznie bezpośrednie udziały kapitałowe (N-PORT); fundusze oparte na dźwigni lub instrumentach pochodnych mogą posiadać dodatkowe ekspozycje na swapy, które nie są pokazane.
| Fundusz | Waga | Jednostki | Na dzień | Źródło |
|---|---|---|---|---|
| GURU · Global X Funds | 1,21% | 4 867 NS | 31 lipca 2026 | N-PORT |
| IVOG · VANGUARD ADMIRAL FUNDS | 0,55% | 83 533 SH | 19 sierpnia 2026 | Dziennie |
| NUSC · Nushares ETF Trust | 0,43% | 36 634 NS | 31 lipca 2026 | N-PORT |
| IGV · iShares Trust | 0,41% | 387 098 SH | 11 września 2026 | Dziennie |
| RFG · Invesco Exchange-Traded Fund Trust | 0,41% | 8 754 SH | 2 października 2026 | Dziennie |
| IQSM · New York Life Investments ETF Trust | 0,40% | 8 756 NS | 31 lipca 2026 | N-PORT |
| ISCG · iShares Trust | 0,38% | 25 745 SH | 11 września 2026 | Dziennie |
| PTMC · Pacer Funds Trust | 0,36% | 9 303 NS | 31 lipca 2026 | N-PORT |
| BKMC · BNY Mellon ETF Trust | 0,29% | 12 521 NS | 31 lipca 2026 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0,29% | 1 122 456 SH | 19 sierpnia 2026 | Dziennie |
| IVOO · VANGUARD ADMIRAL FUNDS | 0,29% | 136 859 SH | 19 sierpnia 2026 | Dziennie |
| MIDU · Direxion Shares ETF Trust | 0,28% | 1 243 NS | 31 lipca 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0,27% | 35 538 NS | 31 lipca 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,24% | 40 550 SH | 2 października 2026 | Dziennie |
| ESML · iShares Trust | 0,22% | 43 682 SH | 11 września 2026 | Dziennie |
| TRFM · ETF Series Solutions | 0,21% | 3 500 NS | 31 lipca 2026 | N-PORT |
| ESSC · Strategy Shares | 0,18% | 434 NS | 31 lipca 2026 | N-PORT |
| IWP · iShares Trust | 0,18% | 249 246 SH | 11 września 2026 | Dziennie |
| SMMD · iShares Trust | 0,16% | 45 042 SH | 11 września 2026 | Dziennie |
| JVAL · J.P. Morgan Exchange-Traded Fund Tr… | 0,16% | 8 568 NS | 31 lipca 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,12% | 971 619 SH | 19 sierpnia 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,12% | 1 937 326 SH | 19 sierpnia 2026 | Dziennie |
| SMDX · Tidal Trust III | 0,12% | 988 NS | 31 lipca 2026 | N-PORT |
| ESUM · Strategy Shares | 0,11% | 1 367 NS | 31 lipca 2026 | N-PORT |
| WSML · iShares Trust | 0,11% | 5 135 SH | 11 września 2026 | Dziennie |
| FTEC · FIDELITY COVINGTON TRUST | 0,09% | 123 401 NS | 31 lipca 2026 | N-PORT |
| RILA · Spinnaker ETF Series | 0,09% | 261 NS | 31 lipca 2026 | N-PORT |
| IWR · iShares Trust | 0,09% | 346 388 SH | 11 września 2026 | Dziennie |
| TECB · iShares Trust | 0,08% | 2 742 SH | 11 września 2026 | Dziennie |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,07% | 3 610 SH | 2 października 2026 | Dziennie |
| VGT · VANGUARD WORLD FUND | 0,07% | 948 817 SH | 19 sierpnia 2026 | Dziennie |
| RWK · Invesco Exchange-Traded Fund Trust … | 0,07% | 5 428 SH | 2 października 2026 | Dziennie |
| IYW · iShares Trust | 0,06% | 104 623 SH | 11 września 2026 | Dziennie |
| IWS · iShares Trust | 0,06% | 60 628 SH | 11 września 2026 | Dziennie |
| IGM · iShares Trust | 0,05% | 39 790 SH | 11 września 2026 | Dziennie |
| DFAS · Dimensional ETF Trust | 0,05% | 50 559 NS | 31 lipca 2026 | N-PORT |
| DSI · iShares Trust | 0,03% | 12 407 SH | 11 września 2026 | Dziennie |
| IUSG · iShares Trust | 0,03% | 73 902 SH | 11 września 2026 | Dziennie |
| TILT · FlexShares Trust | 0,03% | 4 266 NS | 31 lipca 2026 | N-PORT |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,02% | 69 699 SH | 19 sierpnia 2026 | Dziennie |
| ESGV · VANGUARD WORLD FUND | 0,02% | 19 104 SH | 19 sierpnia 2026 | Dziennie |
| DFSU · Dimensional ETF Trust | 0,02% | 2 929 NS | 31 lipca 2026 | N-PORT |
| IWF · iShares Trust | 0,02% | 166 427 SH | 11 września 2026 | Dziennie |
| IWB · iShares Trust | 0,02% | 58 658 SH | 11 września 2026 | Dziennie |
| IYY · iShares Trust | 0,02% | 3 591 SH | 11 września 2026 | Dziennie |
| DFAC · Dimensional ETF Trust | 0,02% | 51 537 NS | 31 lipca 2026 | N-PORT |
| ITOT · iShares Trust | 0,02% | 110 925 SH | 11 września 2026 | Dziennie |
| IWV · iShares Trust | 0,02% | 23 098 SH | 11 września 2026 | Dziennie |
| IWD · iShares Trust | 0,02% | 89 290 SH | 11 września 2026 | Dziennie |
| DFUS · Dimensional ETF Trust | 0,01% | 20 247 NS | 31 lipca 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 2 899 NS | 31 lipca 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,01% | 10 249 NS | 31 lipca 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,01% | 2 686 402 SH | 19 sierpnia 2026 | Dziennie |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,01% | 72 407 SH | 19 sierpnia 2026 | Dziennie |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,01% | 13 750 SH | 19 sierpnia 2026 | Dziennie |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,01% | 24 338 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,01% | 7 162 SH | 19 sierpnia 2026 | Dziennie |
| IJH · iShares Trust | · | 2 970 262 SH | 11 września 2026 | Dziennie |
| IJK · iShares Trust | · | 490 414 SH | 11 września 2026 | Dziennie |
| XJH · iShares Trust | · | 11 565 SH | 8 września 2026 | Dziennie |
| ISCB · iShares Trust | · | 3 646 SH | 11 września 2026 | Dziennie |
| SMLF · iShares Trust | · | 28 711 SH | 11 września 2026 | Dziennie |
| SMMV · iShares Trust | · | 3 844 SH | 1 września 2026 | Dziennie |
GWRE Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
ocena · 22 analityków
KUP
Średni cel
$215.00
+41,3%
8 36,4%
Mocne kupno
11 50,0%
Kup
3 13,6%
Trzymaj
0 0,0%
Sprzedaj
0 0,0%
Mocna sprzedaż
12-miesięczny cel cenowy
14 analityków · 2026-10-03Średnia cel $213.29 +40,2%
← Poniżej wszystkich celów
Aktualna cena $152.15
Niski$170.00
Średnia$213.29
Wysoki$258.00
Porównanie z porównywalnymi firmami (podbranża GICS) Kluczowe metryki w porównaniu do konkurentów z sektora
Podstawa R/R, ceny według zamknięcia z ostatniego końca roku obrotowego każdej spółki.
| Ticker | Kapitalizacja Rynkowa | P/E | Przychody r/r | Marża Netto | ROE | Marża brutto |
|---|---|---|---|---|---|---|
| GWRE | $12.46B | 93.2 | 22.7% | 9.4% | 10.3% | 64.2% |
| PTC | $24.27B | 33.4 | 19.2% | 26.8% | 20.3% | 83.8% |
| FICO | $35.56B | 56.4 | 15.9% | 32.8% | -45.4% | · |
| TRMB | $18.49B | 44.5 | -2.6% | 11.8% | 7.4% | 69.1% |
| TYL | $21.86B | 63.0 | 9.1% | 13.5% | 8.6% | 46.5% |
| DOCU | $10.45B | 35.7 | 8.2% | 9.6% | 15.8% | 79.4% |
| MANH | $10.37B | 48.1 | 3.8% | 20.3% | 74.1% | · |
| SAIL | $9.16B | -30.1 | 24.3% | -25.2% | -4.0% | 64.5% |
| FIG | $19.17B | -10.1 | 41.0% | -118.4% | -85.1% | 82.4% |
| AUR | · | · | · | · | · | · |
| HUT | $5.06B | -21.5 | 44.8% | -96.2% | -18.9% | · |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
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Źródło: SEC 10-K złożone Wrz 11, 2026