PAYO Payoneer Global Inc. - Common Stock
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O Payoneer Global Inc. - Common Stock Przegląd firmy z Wikipedii
Payoneer Global Inc. is an American financial services company that provides online money transfer, digital payment services and provides customers with working capital.
History
Payoneer was founded in 2005 with $2 million in seed funding from founder and then-CEO Yuval Tal and other private investors. 83North (Greylock Israel) led an additional $4 million in funding in 2007, with additional investors including Carmel Ventures, Crossbar Capital, Ping An, Wellington Management, Susquehanna Growth Equity, Naftali Bennett and Nyca Partners. Since 2005 Payoneer has raised over $265 million from investors.
In March 2016, the firm acquired internet escrow company Armor Payments. aiming to address the market for B2B transactions between US$500 and $1,000,000 where credit cards and letters of credit are not suitable. It also began working with the Latin American eCommerce site Linio.
In August 2016, the firm added an automated tax form service to its mass payout offering. In October 2016, the company raised $180 million from Technology Crossover Ventures, bringing the total funding to $234 million.
In 2017, China Broadband Capital (CBC) invested in Payoneer. In 2017 and 2018, Payoneer was named as CNBC's 40th and 13th most disruptive companies, respectively. In 2018, former chief economist of Israel, Yoel Naveh, joined the company to lead Payoneer's working capital division.
Payoneer launched a capital advance service in February 2019. In 2019, Payoneer got an authorisation as an Electronic Money Institution by Central Bank of Ireland for customers in EEU. In 2019, Payoneer hired FT Partners to help facilitate expansion of the company and secure an additional round of private funding. In December 2019, Payoneer acquired Optile, a German payments orchestration platform. The acquisition allows Payoneer, for the first time, to offer merchant services and consumer payment acceptance in addition to the B2B services they have been providing since inception. Daniel Smeds founded and runs Optile, and its staff of 75, which will continue to operate as an independent group based out of their current HQ in Munich while also working for Payoneer.
Since 6 January 2021, Wirecard EUR receiving accounts on Payoneer can only receive payments from approved payment sources. Wirecard AG is insolvent since 25 June 2020 but the EUR receiving account is supported by their subsidiary Wirecard Bank AG, which is not part of the insolvency proceedings. Users have the ability to receive payments from other sources by requesting a Citibank EUR receiving account. In February 2021, Payoneer announced that it will become a publicly traded company through a merger with FTAC Olympus Acquisition Corp. (NASDAQ: FTOCU), a Special Purpose Acquisition Company (SPAC) owned by former Bancorp CEO Betsy Z. Cohen. The combined company will operate as Payoneer and have an implied estimated enterprise value of approximately $3.3 billion at closing, with $300 million coming from private investment in public equity (PIPE) from investors including Dragoneer Investment Group, Fidelity Management & Research, and Franklin Templeton. The company went public on the NASDAQ stock exchange on 28 June 2021.
In May 2022, the company began to offer Payoneer Checkout, a service which enables merchants to work with direct-to-customer (DTC) online stores.
In August 2023, it was announced that Payoneer had acquired the Israel-based AI data platform, Spott, for an undisclosed sum.
In August 2024, Payoneer acquired Skuad, a Singapore-based payroll and HR platform, for $61 million.
In April 2025, Payoneer acquired Easylink Payment Co., a Chinese online payment services provider, for an undisclosed sum.
Services
Account holders can send and receive funds using an e-wallet, a virtual bank account number in a local currency or a re-loadable prepaid MasterCard debit card. Money received can then be withdrawn to a bank account or used online / at points of sale with the Payoneer debit card.
The company offer cross-border payments in more than 150 local currencies, using international wire transfers, online payments, and refillable debit card services.
Payoneer lists Airbnb, Google, Upwork and eCommerce marketplaces such as Rakuten, freelance marketplaces such as Fiverr and Envato, as their customers. They also work with ad networks to connect these firms with publishers based outside of their headquartered country.
In the content creation space, Payoneer works with Getty Images, Pond5, and others.
In October 2019, the company launched a service aimed for small and medium-sized businesses to send payments anywhere in the world.
Business
The company is headquartered in New York City. As of 2019, the company employed approximately 1,200 people, and served over 4 million customers. In 2019 the company was valued at over $1 billion.
In order to lawfully remit money within the European Single Market, Payoneer was registered with the Gibraltar Financial Services Commission until Brexit, when it moved to Ireland.
Global reach
Philippines
In 2009, Payoneer became available for use in the Philippines.
South Korea
Payoneer partnered with the South Korean online B2B marketplace EC21. In 2017, the company released an Integrated Payments API for SaaS providers to link cross-border B2B payments across cloud platforms. In 2018 the company opened an office in Seoul.
Britain/EU
In June 2017, the company opened an office in London.
Ukraine
The company partners with several banks in Ukraine: PrivatBank,Alfa-Bank and Monobank.
India
The firm closed its services in the Indian market in 2011 due to certain directives enforced by the Reserve Bank of India (RBI). Payoneer re-entered the Indian market in 2016, after partnering with IndusInd Bank and receiving Central Bank's approval. The company customized its offerings for the Indian market, with special reporting systems and fund-transfer limits that comply with local rules. Payoneer was the first digital payment platform in India to provide customers with a Foreign Inward Remittance Certificate (FIRC) digitally, thereby simplifying the required business processes.
French Airbnb
Payoneer partnered with popular rental website Airbnb in November 2013. The arrangement allowed hosts to conveniently withdraw their earnings using their prepaid Payoneer debit cards. In December 2017, French authorities investigated the payment system, which allowed hosts to receive their payments directly without having to first be deposited in their bank accounts, which could lead to the possibility of tax avoidance. Airbnb agreed to withdraw the payment system in France.
Research
Payoneer publishes reports on the global economy.
E-Learning in the Wake of a Pandemic (2020)
The State of Global Live Streaming in 2020
Global Gig Economy Index (2019)
Global Seller Index (2019)
Annual freelancer report (2015, 2018, 2020)
Violations
Between 2013 and 2018 Payoneer was involved in illegal transactions by evading OFAC sanctions and agreed to pay US$1.4 million to settle violations.
Źródło: Wikipedia (Angielski), CC BY-SA 4.0 · Zobacz w Wikipedii ↗
Wyniki 10-letnie Trendy przychodów, zysku netto, marż i EPS
Wycena Wskaźniki P/E, P/S, P/B, EV/EBITDA — czy akcje są drogie, czy tanie?
| Wskaźnik | Trend 5-letni | PAYO | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | 51.1średnia z 5 lat ≈-24.2 | ≈-24.2 | 26.7 | Zawyżona wycena | |
| P/S (TTM) | 2.2średnia z 5 lat ≈3.2 | ≈3.2 | 2.6 | Wartość godziwa | |
| P/B (MRQ) | 3.7średnia z 5 lat ≈3.9 | ≈3.9 | 4.2 | Wartość godziwa | |
| Cena / FCF (TTM) | 13.4średnia z 5 lat ≈52.0 | ≈52.0 | · | · | |
| Cena / Przepływy pieniężne (TTM) | 10.9średnia z 5 lat ≈37.7 | ≈37.7 | 8.9 | Wartość godziwa | |
| Cena / Wartość księgowa materialna (MRQ) | 5.5średnia z 5 lat ≈4.9 | ≈4.9 | · | · |
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 | PAYO | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Marża Operacyjna (TTM) | 10.4%średnia z 5 lat ≈5.9% | ≈5.9% | 12.7% | Słaby | |
| Marża EBITDA (TTM) | 17.4%średnia z 5 lat ≈10.2% | ≈10.2% | 14.0% | Zgodnie z | |
| Marża przed opodatkowaniem (TTM) | 8.6%średnia z 5 lat ≈7.2% | ≈7.2% | 9.7% | Słaby | |
| Marża Zysku Netto (TTM) | 4.6%średnia z 5 lat ≈4.3% | ≈4.3% | 7.0% | Słaby | |
| ROA (TTM) | 0.60%średnia z 5 lat ≈0.56% | ≈0.56% | 5.3% | Słaby | |
| ROE (TTM) | 7.1%średnia z 5 lat ≈6.4% | ≈6.4% | 18.4% | Słaby | |
| ROIC | 11.2%średnia z 5 lat ≈12.2% | ≈12.2% | 12.3% | Zgodnie z |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | PAYO | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Wskaźnik bieżący (MRQ) | 1.0średnia z 5 lat ≈1.1 | ≈1.1 | 1.4 | Niska płynność | |
| Quick Ratio (Wskaźnik Szybkości) | 0.1średnia z 5 lat ≈0.1 | ≈0.1 | 0.7 | Niska płynność |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | PAYO | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 7.7%średnia z 5 lat ≈25.5% | ≈25.5% | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | 18.8%średnia z 5 lat ≈26.7% | ≈26.7% | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | 25.0% | · | · | · | |
| EPS YoY | -38.7% | · | · | · | |
| Net Income YoY (Zysk Netto R/R) | -39.6% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | PAYO | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 0.1średnia z 5 lat ≈0.1 | ≈0.1 | 0.6 | Słaby | |
| Receivables Turnover (Rotacja należności) | 94.2średnia z 5 lat ≈69.8 | ≈69.8 | 13.9 | Najwyższa półka | |
| Revenue / Employee (Przychody / pracownika) | ≈$414.5K | · | · | · |
wartość · ≈ średnia z 5 lat · mediana branżowa · werdykt względem mediany
Historia zysków EPS faktyczny vs szacowany, zaskoczenie %, wskaźnik trafień, data następnych wyników
| Okres | Raport | EPS Actual | EPS Szacowany | Niespodzianka |
|---|---|---|---|---|
| 30 czerwca 2026 | Sie 12, 2026 | $-0.01 | $0.06 | -117.0% |
| 31 marca 2026 | Maj 13, 2026 | $0.06 | $0.05 | 32.5% |
| 31 grudnia 2025 | $0.05 | $0.06 | -15.1% | |
| 30 września 2025 | $0.04 | $0.06 | -34.6% | |
| 30 czerwca 2025 | $0.05 | $0.07 | -23.1% | |
| 31 marca 2025 | $0.05 | $0.07 | -23.9% |
Pełne podstawowe wskaźniki Wszystkie wskaźniki roczne — rachunek zysków i strat, bilans, przepływy pieniężne
Rachunek zysków i strat
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.05B | $978M | $831M | $628M | $473M | $346M | $318M | |
| R&D Expense | $155M | $135M | $119M | $115M | $81M | $52M | $35M | |
| SG&A Expense | $141M | $113M | $101M | $90M | $64M | $38M | $31M | |
| Operating Expenses | $928M | $829M | $727M | $650M | $504M | $363M | $314M | |
| Operating Income | $125M | $149M | $104M | $-22M | $-30M | $-17M | $4M | |
| Pretax Income | $116M | $139M | $133M | $2M | $-25M | $-15M | $4M | |
| Income Tax | $42M | $18M | $39M | $14M | $9M | $8M | $5M | |
| Net Income | $73M | $121M | $93M | $-12M | $-34M | $-24M | $-625.0K | |
| EPS (Basic) | $0.20 | $0.34 | $0.26 | $-0.03 | $-0.33 | $-0.80 | $-0.33 | |
| EPS (Diluted) | $0.19 | $0.31 | $0.24 | $-0.03 | $-0.33 | $-0.80 | $-0.33 | |
| Shares (Basic) | 361,172,145 | 358,345,945 | 361,678,893 | 348,044,831 | 202,881,911 | 47,007,695 | 36,114,832 | |
| Shares (Diluted) | 376,731,192 | 386,237,179 | 392,665,718 | 348,044,831 | 202,881,911 | 47,007,695 | 36,114,832 | |
| EBITDA | $190M | $196M | $131M | $-1M | $-12M | · | · |
Bilans
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $416M | $497M | $617M | $543M | $466M | $103M | $115M | |
| Receivables | $10M | $12M | $8M | $13M | $14M | $18M | · | |
| Other Current Assets | $91M | $88M | $41M | $36M | $25M | $10M | · | |
| Current Assets | $8.11B | $7.10B | $7.11B | $6.47B | $4.96B | $3.57B | · | |
| PP&E (Net) | $32M | $16M | $15M | $14M | $12M | $13M | · | |
| PP&E (Gross) | $73M | $58M | $55M | $48M | $45M | $39M | · | |
| Accum. Depreciation | $41M | $42M | $39M | $34M | $33M | $26M | · | |
| Goodwill | $78M | $78M | $20M | $20M | $21M | $23M | · | |
| Intangibles | $208M | $102M | $76M | $45M | $38M | $34M | · | |
| Other Non-current Assets | $34M | $30M | $16M | $12M | $14M | $12M | · | |
| Total Assets | $8.96B | $7.93B | $7.28B | $6.59B | $5.08B | $3.67B | · | |
| Accrued Liabilities | $17M | $15M | $12M | $10M | $11M | $19M | · | |
| Current Liabilities | $8.08B | $7.13B | $6.54B | $5.98B | $4.50B | $3.44B | · | |
| Capital Leases | · | · | · | $7M | $4M | · | · | |
| Deferred Tax | $25M | $1M | · | · | · | · | · | |
| Other Non-current Liabilities | $143M | $73M | $50M | $30M | $20M | $12M | · | |
| Total Liabilities | $8.25B | $7.21B | $6.62B | $6.05B | $4.59B | $3.48B | · | |
| Long-term Debt | · | · | · | · | · | $40M | · | |
| Total Debt | · | · | $18M | $16M | $14M | · | · | |
| Common Stock | $4M | $4M | $4M | $4M | $3M | $486.0K | · | |
| Paid-in Capital | $896M | $821M | $733M | $650M | $575M | $80M | · | |
| Retained Earnings | $179M | $106M | $-15M | $-109M | $-94M | $-60M | · | |
| Treasury Stock | $369M | $194M | $57M | · | · | · | · | |
| AOCI | $-6M | $-13M | $-176.0K | $-176.0K | $2M | $4M | · | |
| Stockholders' Equity | $704M | $725M | $664M | $545M | $487M | $24M | $-5M | |
| Liabilities + Equity | $8.96B | $7.93B | $7.28B | $6.59B | $5.08B | $3.67B | · | |
| Shares Outstanding | 348,704,315 | 360,093,249 | 357,590,493 | 352,842,025 | 340,384,157 | 48,608,176 | · |
Przepływy pieniężne
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $66M | $47M | $28M | $21M | $18M | $17M | $10M | |
| Stock-based Comp | $73M | $65M | $66M | $52M | $37M | $11M | $10M | |
| Deferred Tax | $-17M | $-23M | $-11M | $731.0K | $-1M | $-707.0K | $-694.0K | |
| Amort. of Intangibles | $54M | $37M | $19M | $12M | $11M | $10M | $4M | |
| Restructuring | $5M | · | $4M | · | · | · | · | |
| Other Non-cash | $39M | $-34M | $-16M | $22M | $209.0K | · | · | |
| Operating Cash Flow | $233M | $177M | $159M | $84M | $20M | $10M | $-14M | |
| CapEx | $27M | $8M | $8M | $11M | $7M | $5M | $9M | |
| Investing Cash Flow | $-218M | $-1.96B | $-44M | $6M | $10M | $-67M | $-21M | |
| Debt Issued | · | · | · | · | $17M | · | $60M | |
| Net Debt Issued | · | · | · | · | $-26M | · | · | |
| Stock Repurchased | $174M | $138M | $55M | · | · | · | · | |
| Net Stock Activity | $-174M | $-138M | $-55M | · | · | · | · | |
| Financing Cash Flow | $738M | $428M | $512M | $1.46B | $1.40B | $1.67B | $354M | |
| Net Change in Cash | $758M | $-1.36B | $632M | $1.55B | $1.43B | $1.62B | $319M | |
| Taxes Paid | $13M | $52M | $41M | · | · | · | · | |
| Free Cash Flow | $207M | $169M | $151M | $73M | $13M | · | · |
Rentowność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Operating Margin | 11.8% | 15.2% | 12.5% | -3.5% | -6.4% | · | · | |
| Net Margin | 7.0% | 12.4% | 11.2% | -1.9% | -7.2% | · | · | |
| Pretax Margin | 11.0% | 14.3% | 16.0% | 0.26% | -5.3% | · | · | |
| EBITDA Margin | 18.1% | 20.1% | 15.8% | -0.22% | -2.6% | · | · | |
| ROA | 0.87% | 1.6% | 1.4% | -0.21% | -0.78% | · | · | |
| ROE | 9.9% | 16.7% | 14.3% | -2.2% | -6.9% | · | · | |
| ROIC | 11.2% | 17.9% | 10.7% | 29.3% | -8.1% | · | · |
Płynność i wypłacalność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.0 | 1.1 | 1.1 | 1.1 | · | · | |
| Quick Ratio | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | · | · | |
| Debt / Equity | · | · | 0.0 | 0.0 | 0.0 | · | · | |
| LT Debt / Equity | · | · | 0.0 | 0.0 | 0.0 | · | · |
Efektywność
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | · | · | |
| Receivables Turnover | 94.2 | 98.2 | 79.7 | 47.0 | 29.9 | · | · |
Na akcję
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $2.02 | $2.01 | $1.86 | $1.55 | $1.43 | · | · | |
| Revenue / Share | $2.79 | $2.53 | $2.12 | $1.80 | $2.33 | · | · | |
| Cash Flow / Share | $0.62 | $0.46 | $0.41 | $0.24 | $0.10 | · | · | |
| Cash / Share | $1.19 | $1.38 | $1.73 | $1.54 | $1.37 | · | · | |
| EPS (TTM) | $0.19 | $0.31 | $0.24 | $-0.03 | $-0.33 | · | · |
Stopy Wzrostu
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.7% | 17.6% | 32.4% | 32.6% | 37.0% | · | · | |
| Revenue CAGR 3Y | 18.8% | 27.4% | 34.0% | · | · | · | · | |
| Revenue CAGR 5Y | 25.0% | · | · | · | · | · | · | |
| EPS YoY | -38.7% | 29.2% | · | · | · | · | · | |
| Net Income YoY | -39.6% | 29.8% | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.05B | $978M | $831M | $628M | $473M | · | · | |
| Net Income TTM | $73M | $121M | $93M | $-12M | $-34M | · | · | |
| Market Cap | $1.96B | $3.62B | $1.86B | $1.93B | $2.50B | · | · | |
| Enterprise Value | · | · | $1.26B | $1.40B | $2.05B | · | · | |
| P/E | 29.6 | 32.4 | 21.7 | -182.3 | -22.3 | · | · | |
| P/S | 1.9 | 3.7 | 2.2 | 3.1 | 5.3 | · | · | |
| P/B | 2.8 | 5.0 | 2.8 | 3.5 | 5.1 | · | · | |
| P / Tangible Book | 4.7 | 6.6 | 3.3 | 4.0 | 5.8 | · | · | |
| P / Cash Flow | 8.4 | 20.4 | 11.7 | 23.0 | 125.0 | · | · | |
| P / FCF | 9.5 | 21.4 | 12.3 | 26.3 | 190.6 | · | · | |
| EV / EBITDA | · | · | 9.6 | -1034.6 | -167.8 | · | · | |
| EV / FCF | · | · | 8.4 | 19.1 | 156.2 | · | · | |
| EV / Revenue | · | · | 1.5 | 2.2 | 4.3 | · | · | |
| Earnings Yield | 3.4% | 3.1% | 4.6% | -0.55% | -4.5% | · | · |
Rachunek zysków i strat
| Wskaźnik | Trend | 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 | $274M | $262M | $275M | $271M | $261M | $247M | $262M | $248M | $240M | $228M | $224M | $208M | $207M | $192M | $184M | $159M | |
| R&D Expense | $47M | $43M | $41M | $40M | $37M | $37M | $40M | $35M | $28M | $32M | $35M | $27M | $28M | $29M | $33M | $30M | |
| SG&A Expense | $48M | $36M | $38M | $36M | $37M | $30M | $33M | $30M | $26M | $24M | $27M | $25M | $22M | $27M | $30M | $22M | |
| Operating Expenses | $257M | $232M | $246M | $235M | $231M | $217M | $233M | $213M | $193M | $190M | $199M | $179M | $173M | $177M | $192M | $164M | |
| Operating Income | $17M | $30M | $29M | $36M | $30M | $29M | $29M | $35M | $46M | $38M | $26M | $29M | $33M | $15M | $-9M | $-5M | |
| Pretax Income | $6M | $29M | $27M | $31M | $30M | $28M | $26M | $22M | $48M | $43M | $41M | $23M | $51M | $17M | $-3M | $-24M | |
| Income Tax | $9M | $10M | $8M | $16M | $10M | $7M | $8M | $-19M | $16M | $14M | $14M | $10M | $6M | $9M | $8M | $3M | |
| Net Income | $-2M | $20M | $19M | $14M | $19M | $21M | $18M | $42M | $32M | $29M | $27M | $13M | $46M | $8M | $-10M | $-26M | |
| EPS (Basic) | $-0.01 | $0.06 | $0.05 | $0.04 | $0.05 | $0.06 | $0.05 | $0.12 | $0.09 | $0.08 | $0.08 | $0.04 | $0.12 | $0.02 | $-0.02 | $-0.08 | |
| EPS (Diluted) | $-0.01 | $0.06 | $0.05 | $0.04 | $0.05 | $0.05 | $0.03 | $0.11 | $0.09 | $0.08 | $0.07 | $0.03 | $0.12 | $0.02 | $-0.02 | $-0.08 | |
| Shares (Basic) | 337,465,576 | 345,342,308 | · | 368,266,611 | 368,770,598 | 362,979,571 | · | 357,297,824 | 356,315,658 | 359,306,195 | · | 357,429,113 | 365,000,974 | 360,220,161 | · | 349,740,787 | |
| Shares (Diluted) | 337,465,576 | 350,470,788 | · | 377,633,523 | 380,632,789 | 382,215,129 | · | 374,303,470 | 373,368,383 | 378,715,301 | · | 381,845,099 | 387,623,679 | 388,308,279 | · | 349,740,787 | |
| EBITDA | $38M | $49M | · | $52M | $46M | $44M | · | $49M | $57M | $48M | · | $37M | $39M | $21M | · | $796.0K |
Bilans
| Wskaźnik | Trend | 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 | $346M | $339M | $416M | $479M | $497M | $524M | $497M | $534M | $576M | $587M | $617M | $591M | $581M | $545M | $543M | $508M | |
| Receivables | $13M | $13M | $10M | $14M | $14M | $9M | $12M | $14M | $7M | $7M | · | $6M | $11M | $11M | · | $21M | |
| Other Current Assets | $87M | $84M | $91M | $84M | $77M | $71M | $88M | $79M | $53M | $41M | · | $42M | $38M | $45M | · | $35M | |
| Current Assets | $7.96B | $7.72B | $8.11B | $7.40B | $7.21B | $6.71B | $7.10B | $6.25B | $6.73B | $6.62B | · | $6.06B | $6.21B | $6.12B | · | $5.64B | |
| PP&E (Net) | $47M | $40M | $32M | $21M | $18M | $17M | $16M | $14M | $15M | $15M | · | $14M | $14M | $14M | · | $14M | |
| PP&E (Gross) | $90M | $79M | $73M | $67M | $64M | $61M | $58M | $56M | $56M | $55M | · | $51M | $52M | $51M | · | $45M | |
| Accum. Depreciation | $43M | $39M | $41M | $47M | $46M | $44M | $42M | $41M | $42M | $40M | · | $37M | $38M | $36M | · | $32M | |
| Goodwill | $86M | $86M | $78M | $78M | $78M | $78M | $78M | $76M | $20M | $20M | $20M | $20M | $20M | $20M | · | $18M | |
| Intangibles | $215M | $214M | $208M | $206M | $204M | $105M | $102M | $100M | $89M | $83M | · | $71M | $58M | $50M | · | $40M | |
| Other Non-current Assets | $31M | $36M | $34M | $29M | $37M | $35M | $30M | $18M | $15M | $16M | · | $16M | $10M | $11M | · | $13M | |
| Total Assets | $8.76B | $8.60B | $8.96B | $8.21B | $8.11B | $7.55B | $7.93B | $7.05B | $6.92B | $6.80B | · | $6.22B | $6.34B | $6.24B | · | $5.76B | |
| Accrued Liabilities | $18M | $16M | $17M | $15M | $14M | $14M | $15M | · | · | $10M | · | $10M | $10M | $9M | · | $9M | |
| Current Liabilities | $7.94B | $7.76B | $8.08B | $7.31B | $7.21B | $6.73B | $7.13B | $6.26B | $6.19B | $6.06B | · | $5.51B | $5.66B | $5.59B | · | $5.15B | |
| Capital Leases | · | · | · | · | · | · | · | · | · | · | · | $4M | $4M | $5M | · | · | |
| Deferred Tax | $25M | $25M | $25M | $25M | $25M | $1M | $1M | $1M | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $149M | $152M | $143M | $122M | $106M | $67M | $73M | $59M | $54M | $53M | · | $33M | $31M | $31M | · | $27M | |
| Total Liabilities | $8.11B | $7.94B | $8.25B | $7.45B | $7.34B | $6.80B | $7.21B | $6.32B | $6.25B | $6.13B | · | $5.58B | $5.72B | $5.66B | · | $5.23B | |
| Total Debt | · | · | · | · | · | · | · | · | · | $14M | · | $16M | $16M | $17M | · | $16M | |
| Common Stock | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | · | $4M | $4M | $4M | · | $4M | |
| Paid-in Capital | $938M | $913M | $896M | $876M | $860M | $835M | $821M | $802M | $774M | $752M | · | $711M | $697M | $674M | · | $630M | |
| Retained Earnings | $196M | $199M | $179M | $160M | $146M | $127M | $106M | $88M | $46M | $14M | · | $-42M | $-55M | $-101M | · | $-98M | |
| Treasury Stock | $459M | $443M | $369M | $288M | $243M | $211M | $194M | $176M | $155M | $108M | · | $35M | $20M | · | · | · | |
| AOCI | $-25M | $-13M | $-6M | $-1M | $5M | $-4M | $-13M | $11M | $150.0K | $-149.0K | · | $-176.0K | $-176.0K | $-176.0K | · | $-2M | |
| Stockholders' Equity | $654M | $659M | $704M | $750M | $771M | $751M | $725M | $728M | $669M | $662M | $664M | $638M | $626M | $577M | $545M | $533M | |
| Liabilities + Equity | $8.76B | $8.60B | $8.96B | $8.21B | $8.11B | $7.55B | $7.93B | $7.05B | $6.92B | $6.80B | · | $6.22B | $6.34B | $6.24B | · | $5.76B | |
| Shares Outstanding | 338,723,544 | 337,813,340 | 348,704,315 | 358,836,004 | 362,236,351 | 362,508,704 | 360,093,249 | 356,575,542 | 352,689,391 | 355,695,854 | · | 359,014,445 | 359,051,208 | 359,202,123 | · | 350,193,687 |
Przepływy pieniężne
| Wskaźnik | Trend | 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 | $21M | $19M | $20M | $16M | $16M | $14M | $14M | $14M | $11M | $9M | $9M | $7M | $6M | $6M | $5M | $6M | |
| Stock-based Comp | $19M | $19M | $16M | $18M | $20M | $19M | $19M | $17M | $14M | $15M | $17M | $15M | $16M | $17M | $13M | $14M | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $-89.0K | $-246.0K | |
| Amort. of Intangibles | $16M | $15M | $15M | $13M | $13M | $12M | $11M | $10M | $9M | $7M | $7M | $5M | $4M | $4M | $3M | $3M | |
| Other Non-cash | · | $-5M | · | · | · | $-6.0K | · | · | · | $-14M | · | · | · | $-27M | · | · | |
| Operating Cash Flow | $61M | $52M | $55M | $54M | $71M | $54M | $46M | $50M | $41M | $40M | $58M | $41M | $56M | $4M | $40M | $15M | |
| CapEx | $11M | $10M | $15M | $5M | $3M | $5M | $4M | $2M | $1M | $2M | $4M | $2M | $658.0K | $2M | $3M | $2M | |
| Investing Cash Flow | $111M | $-61M | $-49M | $-36M | $-86M | $-48M | $-147M | $-1.15B | $-851M | $-114M | $4M | $16M | $-6M | $-57M | $20M | $21M | |
| Stock Repurchased | $18M | $75M | $79M | $45M | $32M | $18M | $17M | $22M | $48M | $51M | $21M | $17M | · | · | · | · | |
| Net Stock Activity | · | $-75M | · | · | · | $-18M | · | · | · | $-51M | · | · | · | · | · | · | |
| Financing Cash Flow | $130M | $-386M | $701M | $35M | $405M | $-402M | $865M | $7M | $78M | $-521M | $1.00B | $-177M | $49M | $-364M | $806M | $-96M | |
| Net Change in Cash | $302M | $-396M | $707M | $52M | $394M | $-395M | $760M | $-1.09B | $-733M | $-597M | $1.07B | $-122M | $99M | $-417M | $866M | $-61M | |
| Free Cash Flow | · | $42M | · | · | · | $49M | · | · | · | $38M | · | · | · | $2M | · | · |
Rentowność
| Wskaźnik | Trend | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 6.2% | 11.5% | · | 13.4% | 11.5% | 11.9% | · | 14.2% | 19.3% | 16.8% | · | 14.2% | 16.2% | 7.8% | · | -3.2% | |
| Net Margin | -0.89% | 7.5% | · | 5.2% | 7.5% | 8.3% | · | 16.8% | 13.5% | 12.7% | · | 6.2% | 22.0% | 4.1% | · | -16.7% | |
| Pretax Margin | 2.3% | 11.2% | · | 11.3% | 11.5% | 11.3% | · | 8.9% | 20.2% | 18.8% | · | 11.0% | 24.8% | 8.9% | · | -15.0% | |
| EBITDA Margin | 13.9% | 18.7% | · | 19.4% | 17.5% | 17.7% | · | 19.6% | 23.8% | 20.9% | · | 17.6% | 19.0% | 11.0% | · | 0.50% | |
| ROA | -0.03% | 0.24% | · | 0.19% | 0.26% | 0.29% | · | 0.63% | 0.49% | 0.44% | · | 0.21% | 0.75% | 0.14% | · | -0.52% | |
| ROE | -0.34% | 2.8% | · | 1.9% | 2.7% | 2.9% | · | 6.1% | 5.0% | 4.7% | · | 2.2% | 7.8% | 1.4% | · | -5.2% | |
| ROIC | -1.0% | 3.0% | · | 2.2% | 2.5% | 2.9% | · | 9.1% | 4.7% | 3.8% | · | 2.5% | 4.6% | 1.2% | · | -1.0% |
Płynność i wypłacalność
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.0 | · | 1.0 | 1.0 | 1.0 | · | 1.0 | 1.1 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | 1.1 | |
| Quick Ratio | 0.0 | 0.0 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Debt / Equity | · | · | · | · | · | · | · | · | · | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Efektywność
| Wskaźnik | Trend | 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 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | |
| Receivables Turnover | 20.2 | 23.8 | · | 19.4 | 25.5 | 29.7 | · | 25.5 | 26.9 | 25.3 | · | 15.5 | 16.2 | 15.3 | · | 9.5 |
Na akcję
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $1.93 | $1.95 | · | $2.09 | $2.13 | $2.07 | · | $2.04 | $1.90 | $1.86 | · | $1.78 | $1.74 | $1.61 | · | $1.52 | |
| Revenue / Share | $0.81 | $0.75 | · | $0.72 | $0.68 | $0.65 | · | $0.66 | $0.64 | $0.60 | · | $0.54 | $0.53 | $0.49 | · | $0.45 | |
| Cash Flow / Share | · | $0.15 | · | · | · | $0.14 | · | · | · | $0.10 | · | · | · | $0.01 | · | · | |
| Cash / Share | $1.02 | $1.00 | · | $1.34 | $1.37 | $1.45 | · | $1.50 | $1.63 | $1.65 | · | $1.65 | $1.62 | $1.52 | · | $1.45 | |
| EPS (TTM) | $0.14 | $0.20 | · | $0.17 | $0.24 | $0.28 | · | $0.35 | $0.27 | $0.30 | · | $0.15 | $0.04 | $-0.07 | · | $-0.03 |
Wycena (TTM)
| Wskaźnik | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.08B | $1.07B | · | $1.04B | $1.02B | $996M | · | $940M | $900M | $867M | · | $790M | $741M | $683M | · | $583M | |
| Net Income TTM | $50M | $72M | · | $72M | $100M | $113M | · | $130M | $101M | $114M | · | $56M | $17M | $-24M | · | $-21M | |
| Market Cap | $2.41B | $1.63B | · | $2.17B | $2.48B | $2.65B | · | $2.69B | $1.95B | $1.73B | · | $2.20B | $1.73B | $2.26B | · | $2.12B | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | $1.16B | · | $1.62B | $1.16B | $1.73B | · | $1.63B | |
| P/E | 50.9 | 24.1 | · | 35.6 | 28.5 | 26.1 | · | 21.5 | 20.5 | 16.2 | · | 40.8 | 120.2 | -89.7 | · | -201.7 | |
| P/S | 2.2 | 1.5 | · | 2.1 | 2.4 | 2.7 | · | 2.9 | 2.2 | 2.0 | · | 2.8 | 2.3 | 3.3 | · | 3.6 | |
| P/B | 3.7 | 2.5 | · | 2.9 | 3.2 | 3.5 | · | 3.7 | 2.9 | 2.6 | · | 3.4 | 2.8 | 3.9 | · | 4.0 | |
| P / Tangible Book | 6.9 | 4.6 | · | 4.7 | 5.1 | 4.7 | · | 4.9 | 3.5 | 3.1 | · | 4.0 | 3.2 | 4.5 | · | 4.5 | |
| P / Cash Flow | · | 31.5 | · | · | · | 49.3 | · | · | · | 43.8 | · | · | · | 578.1 | · | · | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | 1.3 | · | 2.1 | 1.6 | 2.5 | · | 2.8 | |
| Earnings Yield | 2.0% | 4.1% | · | 2.8% | 3.5% | 3.8% | · | 4.7% | 4.9% | 6.2% | · | 2.5% | 0.83% | -1.1% | · | -0.50% |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Przychody | $1.05B | $978M | $831M | $628M | $473M |
| Marża Operacyjna % | 11.8% | 15.2% | 12.5% | -3.5% | -6.4% |
| Zysk netto | $73M | $121M | $93M | $-12M | $-34M |
| Rozwodniony EPS | $0.19 | $0.31 | $0.24 | $-0.03 | $-0.33 |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Dług / Kapitał Własny | · | · | 0.0 | 0.0 | 0.0 |
| Wskaźnik bieżący | 1.0 | 1.0 | 1.1 | 1.1 | 1.1 |
| Wskaźnik Szybkości | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 |
| Wskaźnik | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Wolny przepływ pieniężny | $207M | $169M | $151M | $73M | $13M |
Właściciele instytucjonalni (13F) 328 emitentów · $2.4B 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.
| Nowe pozycje | Zamknięte pozycje | Zwiększone | Zmniejszony | Zmiana liczby akcji netto |
|---|---|---|---|---|
| 82 (+21 vs poprzedni kw.) | 51 (-3 vs poprzedni kw.) | 71 (-18 vs poprzedni kw.) | 100 (+10 vs poprzedni kw.) | +21.8M |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $278 075 904 | 39 055 605 | 11,60% | Akcje |
| Technology Crossover Management VIII, Ltd. | $243 483 466 | 34 197 116 | 10,16% | Akcje |
| VANGUARD GROUP INC | $180 816 329 | 32 173 724 | 7,54% | Akcje |
| Susquehanna Capital Management, LLC | $146 294 390 | 20 546 965 | 6,10% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $104 791 861 | 14 717 958 | 4,37% | Akcje |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $97 702 470 | 13 722 257 | 4,08% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $86 481 549 | 12 146 285 | 3,61% | Akcje |
| AXA Investment Managers S.A. | $83 890 686 | 13 866 229 | 3,50% | Akcje |
| STATE STREET CORP | $77 174 563 | 10 839 124 | 3,22% | Akcje |
| Pentwater Capital Management LP | $70 405 479 | 9 888 410 | 2,94% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $62 177 860 | 8 732 974 | 2,59% | Akcje |
| Magnetar Financial LLC | $50 622 260 | 7 109 868 | 2,11% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $50 480 575 | 7 088 655 | 2,11% | Akcje |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $39 599 738 | 5 561 761 | 1,65% | Akcje |
| MORGAN STANLEY | $33 619 684 | 4 721 865 | 1,40% | Akcje |
| JPMORGAN CHASE & CO | $32 756 609 | 4 609 455 | 1,37% | Akcje |
| AMERICAN CENTURY COMPANIES INC | $32 372 255 | 4 546 665 | 1,35% | Akcje |
| Balyasny Asset Management L.P. | $32 111 990 | 4 510 111 | 1,34% | Akcje |
| FMR LLC | $31 518 488 | 4 426 754 | 1,31% | Akcje |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $31 074 863 | 4 364 447 | 1,30% | Akcje |
| MILLENNIUM MANAGEMENT LLC | $29 929 720 | 5 656 799 | 1,25% | Akcje |
| AMERIPRISE FINANCIAL INC | $26 504 323 | 3 722 517 | 1,11% | Akcje |
| BANK OF AMERICA CORP /DE/ | $26 397 508 | 3 707 515 | 1,10% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $22 854 261 | 4 731 731 | 0,95% | Akcje |
| SOROS FUND MANAGEMENT LLC | $22 784 000 | 3 200 000 | 0,95% | Akcje |
| Jasper Ridge Partners, L.P. | $22 366 198 | 3 141 320 | 0,93% | Akcje |
| GOLDMAN SACHS GROUP INC | $21 600 912 | 3 033 836 | 0,90% | Akcje |
| TIG Advisors, LLC | $20 898 439 | 2 935 174 | 0,87% | Akcje |
| NORTHERN TRUST CORP | $20 115 138 | 2 825 160 | 0,84% | Akcje |
| Nuveen, LLC | $19 319 188 | 2 713 369 | 0,81% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $18 788 605 | 2 638 849 | 0,78% | Akcje |
| Battery Global Advisors, LLC | $17 023 742 | 2 390 975 | 0,71% | Akcje |
| JANE STREET GROUP, LLC | $16 372 062 | 2 299 447 | 0,68% | Akcje |
| Qube Research & Technologies Ltd | $14 700 016 | 2 064 609 | 0,61% | Akcje |
| AQR Arbitrage LLC | $14 422 692 | 2 025 659 | 0,60% | Akcje |
| RENAISSANCE TECHNOLOGIES LLC | $14 375 992 | 2 019 100 | 0,60% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $13 742 134 | 1 930 075 | 0,57% | Akcje |
| TWO SIGMA ADVISERS, LP | $11 479 974 | 2 042 700 | 0,48% | Akcje |
| NORGES BANK | $11 198 336 | 1 572 800 | 0,47% | Akcje |
| Bank of New York Mellon Corp | $10 549 424 | 1 481 661 | 0,44% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $9 434 534 | 1 325 075 | 0,39% | Akcje |
| Grantham, Mayo, Van Otterloo & Co. LLC | $9 176 470 | 1 288 830 | 0,38% | Akcje |
| Public Sector Pension Investment Board | $7 403 540 | 1 039 823 | 0,31% | Akcje |
| AQR CAPITAL MANAGEMENT LLC | $7 217 424 | 1 013 683 | 0,30% | Akcje |
| ALPINE ASSOCIATES MANAGEMENT INC. | $7 120 001 | 1 000 000 | 0,30% | Akcje |
| D. E. Shaw & Co., Inc. | $7 044 386 | 989 380 | 0,29% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $5 787 371 | 812 833 | 0,24% | Akcje |
| GABELLI FUNDS LLC | $5 733 380 | 805 250 | 0,24% | Akcje |
| Tikvah Management LLC | $5 496 206 | 771 939 | 0,23% | Akcje |
| Invesco Ltd. | $5 476 241 | 769 135 | 0,23% | Akcje |
Aktywiści i właściciele 5%+ 5 akcji
Inwestorzy, którzy złożyli SEC Schedule 13D — posiadanie beneficjentów powyżej 5% z zamiarem wpływania na emitenta (udziały aktywistów, kampanie zarządu, M&A). Każdy wiersz pokazuje najnowszy znany stan pozycji tego zgłaszającego.
| Zgłaszający | Złożono | Udział | Status | Cel | Zgłoszenie |
|---|---|---|---|---|---|
| TECHNOLOGY CROSSOVER MANAGEMENT VIII, LTD., TECHNOLOGY CROSSOVER MANAGEMENT VIII, L.P., TCV VIII, L.P., TCV VIII (A), L.P., TCV VIII (B), L.P., TCV MEMBER FUND, L.P., TCV VIII MANAGEMENT, L.L.C., CHRISTOPHER P. MARSHALL ×3 zgłoszenia | 16 czerwca 2026 | 10,20% | Aneks | · | SEC |
| Arthur Dantchik, SIG Growth Equity Funds Limited Partnership, LLLP | 29 grudnia 2025 | 6,30% | Aneks | · | SEC |
| Susquehanna Growth Equity Fund III, LLLP, Susquehanna Growth Equity Fund V, LLLP, Susquehanna Capital Management, LLC (f/k/a Susquehanna Growth Equity, LLC), Amir Goldman, Arthur Dantchik, SIG Growth Equity Funds Limited Partnership, LLLP ×2 zgłoszenia | 21 listopada 2022 | · | Pierwotne zgłoszenie | · | SEC |
| Viola Ventures III, L.P., Viola Ventures GP 3 Ltd., Shlomo Dovrat, Harel Beit-On, Avi Zeevi | 15 września 2022 | · | Pierwotne zgłoszenie | Inwestycja pasywna | SEC |
| Viola Ventures, III L.P., Viola Ventures GP 3 Ltd., Shlomo Dovrat, Harel Beit-On, Avi Zeevi | 6 lipca 2021 | · | Pierwotne zgłoszenie | Inwestycja pasywna | 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.
Insiderzy spółki 23 insiderów · 12 dyrektorzy generalni · 11 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| John Caplan | Chief Executive Officer | 20 sierpnia 2026 F | 5 654 906 | 0 | 0 | $0 |
| Beatrice Ordonez | Chief Financial Officer | 20 sierpnia 2026 F | 2 786 963 | 0 | 1 | $-175 250 |
| Michael G Levine | Chief Financial Officer | 24 lutego 2023 S | 1 151 430 | 0 | 0 | $0 |
| Keren Levy | President | 14 lutego 2023 A | 666 458 | 0 | 0 | $0 |
| Arnon Kraft | Chief Operating Officer | 13 lutego 2024 A | 794 371 | 0 | 0 | $0 |
| Tsafi Goldman | Chief Legal & Governance Ofcr. | 20 sierpnia 2026 F | 970 183 | 0 | 0 | $0 |
| Itai Perry | Chief Accounting Officer | 26 lutego 2026 F | 175 266 | 0 | 0 | $0 |
| Assaf Ronen | Chief Platform Officer | 20 września 2023 F | 2 628 996 | 0 | 0 | $0 |
| Robert Kl Clarkson | Chief Revenue Officer | 6 lutego 2023 S | 901 407 | 0 | 0 | $0 |
| Oded Edri | Chief Accounting Officer | 22 lutego 2022 A | 105 000 | 0 | 0 | $0 |
| Aviva Arnon | Chief People Officer | 22 lutego 2022 A | 401 502 | 0 | 0 | $0 |
| Noam Oren | Chief Technology Officer | 9 września 2021 A | 20 000 | 0 | 0 | $0 |
| Amir Goldman | Dyrektor | 22 czerwca 2026 G | 2 257 860 | 0 | 0 | $0 |
| Barak Eilam | Dyrektor | 10 czerwca 2026 A | 66 162 | 0 | 0 | $0 |
| Susanna Morgan | Dyrektor | 10 czerwca 2026 A | 141 354 | 0 | 0 | $0 |
| Del Castillo Sharda Caro | Dyrektor | 10 czerwca 2026 A | 142 339 | 0 | 0 | $0 |
| Rich Williams | Dyrektor | 10 czerwca 2026 A | 235 791 | 0 | 0 | $0 |
| Pamela H Patsley | Dyrektor | 10 czerwca 2026 A | 240 818 | 0 | 0 | $0 |
| Scott H. Galit | Dyrektor | 4 czerwca 2025 M | 1 092 784 | 0 | 0 | $0 |
| Avi Zeevi | Dyrektor | 7 sierpnia 2024 S | 302 337 | 0 | 0 | $0 |
| John C. Morris | Dyrektor | 13 czerwca 2022 J | 382 701 | 0 | 0 | $0 |
| Heather Tookes | Dyrektor | 23 grudnia 2021 D | 101 820 | 0 | 0 | $0 |
| Charles Rosenblatt | · | 23 grudnia 2021 F | 301 802 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 47 funduszy 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 |
|---|---|---|---|---|
| JSML · Janus Detroit Street Trust | 0,64% | 325 642 NS | 31 lipca 2026 | N-PORT |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,45% | 17 442 SH | 2 października 2026 | Dziennie |
| MNA · New York Life Investments ETF Trust | 0,33% | 115 273 NS | 31 lipca 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,14% | 213 031 SH | 19 sierpnia 2026 | Dziennie |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,12% | 40 923 SH | 2 października 2026 | Dziennie |
| IWO · iShares Trust | 0,12% | 2 486 185 SH | 11 września 2026 | Dziennie |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,11% | 283 703 SH | 19 sierpnia 2026 | Dziennie |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,10% | 947 909 SH | 19 sierpnia 2026 | Dziennie |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,08% | 309 916 SH | 2 października 2026 | Dziennie |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,07% | 192 758 SH | 2 października 2026 | Dziennie |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,07% | 195 638 SH | 19 sierpnia 2026 | Dziennie |
| ESML · iShares Trust | 0,07% | 270 084 SH | 11 września 2026 | Dziennie |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 62 325 NS | 31 lipca 2026 | N-PORT |
| IWM · iShares Trust | 0,06% | 6 769 521 SH | 11 września 2026 | Dziennie |
| RSSL · Global X Funds | 0,06% | 126 401 NS | 31 lipca 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,06% | 1 522 663 SH | 19 sierpnia 2026 | Dziennie |
| DFAS · Dimensional ETF Trust | 0,05% | 1 143 219 NS | 31 lipca 2026 | N-PORT |
| ISCG · iShares Trust | 0,05% | 71 683 SH | 11 września 2026 | Dziennie |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,05% | 19 279 SH | 2 października 2026 | Dziennie |
| VBK · VANGUARD INDEX FUNDS | 0,05% | 3 556 478 SH | 19 sierpnia 2026 | Dziennie |
| DXUV · Dimensional ETF Trust | 0,03% | 22 780 NS | 31 lipca 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,03% | 548 977 NS | 31 lipca 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,02% | 68 619 NS | 31 lipca 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 3 115 073 SH | 19 sierpnia 2026 | Dziennie |
| VB · VANGUARD INDEX FUNDS | 0,02% | 6 151 028 SH | 19 sierpnia 2026 | Dziennie |
| VFH · VANGUARD WORLD FUND | 0,02% | 421 153 SH | 19 sierpnia 2026 | Dziennie |
| WSML · iShares Trust | 0,02% | 15 377 SH | 11 września 2026 | Dziennie |
| TECB · iShares Trust | 0,01% | 7 723 SH | 11 września 2026 | Dziennie |
| DFAC · Dimensional ETF Trust | 0,01% | 698 675 NS | 31 lipca 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 25 673 NS | 31 lipca 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 79 925 NS | 31 lipca 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 14 459 NS | 31 lipca 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 9 880 NS | 31 lipca 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 378 354 SH | 11 września 2026 | Dziennie |
| DFUS · Dimensional ETF Trust | 0,00% | 82 926 NS | 31 lipca 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 74 111 SH | 3 września 2026 | Dziennie |
| ESSC · Strategy Shares | 0,00% | 89 NS | 31 lipca 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 1 946 NS | 31 lipca 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 8 541 197 SH | 19 sierpnia 2026 | Dziennie |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 213 471 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 21 928 SH | 19 sierpnia 2026 | Dziennie |
| ESGV · VANGUARD WORLD FUND | 0,00% | 58 634 SH | 19 sierpnia 2026 | Dziennie |
| IJR · iShares Trust | · | 16 560 181 SH | 10 września 2026 | Dziennie |
| IJT · iShares Trust | · | 1 695 611 SH | 9 września 2026 | Dziennie |
| IJS · iShares Trust | · | 826 543 SH | 8 września 2026 | Dziennie |
| XJR · iShares Trust | · | 37 182 SH | 31 sierpnia 2026 | Dziennie |
| ISCB · iShares Trust | · | 10 298 SH | 11 września 2026 | Dziennie |
PAYO Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
12-miesięczny cel cenowy
4 analityków · 2026-09-28Średnia cel $7.40 +3,5%
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 |
|---|---|---|---|---|---|---|
| PAYO | $1.96B | 29.6 | 7.7% | 7.0% | 9.9% | · |
| RELY | $2.91B | 44.5 | 29.4% | 4.2% | 8.3% | · |
| PAY | · | 60.8 | 37.2% | 5.6% | 12.4% | 24.8% |
| SEZL | · | 17.1 | 66.1% | · | · | · |
| NATL | $2.81B | 17.8 | 1.1% | 3.7% | 52.1% | · |
| FOUR | · | · | 25.5% | 2.9% | 10.6% | · |
| WU | $2.94B | 6.1 | -3.8% | 12.3% | 54.3% | · |
| EEFT | · | 11.1 | 6.4% | 7.3% | 24.4% | · |
| FLYW | $1.70B | 128.7 | 26.6% | 2.2% | 1.7% | · |
| MQ | $2.05B | · | 23.2% | -2.2% | -1.7% | 70.0% |
| V | · | · | 11.3% | 50.1% | 52.8% | · |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
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