VEEV Klasa A Veeva Systems Inc. Class A Common Stock
NYSE · Health Care · Wyświetl na SEC EDGAR ↗ zamknij Paź 2, 2026 10-K/10-Q Sie 27, 2026VEEV Migawka akcji Cena, kapitalizacja rynkowa, P/E, EPS, ROE, zadłużenie/kapitał własny, zakres 52-tygodniowy
VEEV Wykres ceny akcji Dzienny OHLCV ze wskaźnikami technicznymi — przesuwaj, powiększaj i dostosowuj widok
Granularność słupków dostosowuje się do wybranego okresu — najedź kursorem na wykres, aby zobaczyć otwarcia/maksima/minima/zamknięcia dla danego słupka.
O Veeva Systems Inc. Class A Common Stock Przegląd firmy z Wikipedii
Veeva Systems Inc., headquartered in Pleasanton, California, provides cloud computing software, data, and consulting services for the life sciences industry. Its products are used to track all aspects of drug development and pharmaceutical manufacturing.
The company has 1,552 customers including Bayer, Boehringer Ingelheim, Eli Lilly and Company, Gilead Sciences, Merck & Co., Novartis, Alkermes plc, Alnylam Pharmaceuticals, bluebird bio, and Idorsia.
## History
Veeva was founded in 2007 by Peter Gassner and Matt Wallach.
In 2011, the company introduced Veeva Vault, a content management system for the life sciences industry.
In October 2013, Veeva became a public company via an initial public offering on the New York Stock Exchange.
In February 2021, Veeva became the first publicly traded company to convert to a public benefit corporation.
In 2025, Veeva ended its partnership with Salesforce, a competitor.
=== Acquisitions ===
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 | VEEV | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| P/E (TTM) | 44.7średnia z 5 lat ≈60.5 | ≈60.5 | 35.6 | Wartość godziwa | |
| P/S (TTM) | 12.8średnia z 5 lat ≈12.7 | ≈12.7 | 3.3 | Zawyżona wycena | |
| P/B (MRQ) | 6.0średnia z 5 lat ≈6.4 | ≈6.4 | 2.9 | Zawyżona wycena | |
| Price / Cash Flow (Cena / Przepływy pieniężne) | 31.5średnia z 5 lat ≈32.4 | ≈32.4 | 13.8 | Zawyżona wycena | |
| Cena / Wartość księgowa materialna (MRQ) | 6.0średnia z 5 lat ≈7.1 | ≈7.1 | · | · | |
| PEG Ratio (Współczynnik PEG) | ≈2.5 | · | · | · |
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 | VEEV | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Marża brutto (TTM) | 75.0%średnia z 5 lat ≈73.2% | ≈73.2% | 79.0% | Słaby | |
| Marża Operacyjna (TTM) | 29.9%średnia z 5 lat ≈24.1% | ≈24.1% | 7.9% | Najwyższa półka | |
| EBITDA Margin (Marża EBITDA) | 28.7%średnia z 5 lat ≈24.1% | ≈24.1% | 12.7% | Najwyższa półka | |
| Marża przed opodatkowaniem (TTM) | 38.4%średnia z 5 lat ≈29.4% | ≈29.4% | 9.1% | Najwyższa półka | |
| Marża Zysku Netto (TTM) | 29.3%średnia z 5 lat ≈24.5% | ≈24.5% | 6.1% | Najwyższa półka | |
| ROA (TTM) | 11.9%średnia z 5 lat ≈11.1% | ≈11.1% | 1.3% | Najwyższa półka | |
| ROE (TTM) | 14.4%średnia z 5 lat ≈13.2% | ≈13.2% | 4.0% | Najwyższa półka | |
| ROIC | 9.7%średnia z 5 lat ≈10.7% | ≈10.7% | 1.8% | Najwyższa półka |
Zdrowie finansowe Dług, płynność, wypłacalność — siła bilansu
| Wskaźnik | Trend 5-letni | VEEV | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Wskaźnik bieżący (MRQ) | 5.5średnia z 5 lat ≈4.3 | ≈4.3 | 2.2 | Silna płynność | |
| Quick Ratio (Wskaźnik Szybkości) | 1.6średnia z 5 lat ≈1.6 | ≈1.6 | 1.2 | Silna płynność |
Rozwój Wzrost przychodów, EPS i zysku netto: r/r, CAGR 3-letni, CAGR 5-letni
| Wskaźnik | Trend 5-letni | VEEV | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Revenue YoY (Przychody R/R) | 16.3%średnia z 5 lat ≈17.0% | ≈17.0% | · | · | |
| Revenue CAGR 3Y (Przychody CAGR 3L) | 14.0%średnia z 5 lat ≈15.1% | ≈15.1% | · | · | |
| Revenue CAGR 5Y (Przychody CAGR 5L) | 16.9% | · | · | · | |
| EPS YoY | 25.9%średnia z 5 lat ≈18.6% | ≈18.6% | · | · | |
| Net Income YoY (Zysk Netto R/R) | 27.3%średnia z 5 lat ≈19.5% | ≈19.5% | · | · | |
| EPS CAGR 3Y (CAGR z EPS 3 lata) | 21.9%średnia z 5 lat ≈16.9% | ≈16.9% | · | · | |
| EPS CAGR 5Y (CAGR z EPS 5 lat) | 18.2% | · | · | · | |
| Net Income CAGR 3Y (CAGR z zysku netto 3 lata) | 23.1%średnia z 5 lat ≈17.7% | ≈17.7% | · | · | |
| Net Income CAGR 5Y (CAGR z zysku netto 5 lat) | 19.1% | · | · | · |
Efektywność kapitałowa Rotacja aktywów, rotacja zapasów, rotacja należności
| Wskaźnik | Trend 5-letni | VEEV | średnia z 5 lat | Mediana porównawcza | Werdykt |
|---|---|---|---|---|---|
| Asset Turnover (Rotacja aktywów) | 0.4średnia z 5 lat ≈0.5 | ≈0.5 | 0.6 | Słaby | |
| Receivables Turnover (Rotacja należności) | 2.8średnia z 5 lat ≈3.0 | ≈3.0 | 5.2 | Słaby | |
| Revenue / Employee (Przychody / pracownika) | ≈$403.0K | · | · | · |
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 2027 | Sie 26, 2026 | $2.35 | $2.27 | 3.7% |
| 31 marca 2027 | Cze 3, 2026 | $2.24 | $2.17 | 3.2% |
| 30 września 2026 | $2.35 | $2.27 | 3.7% | |
| 30 czerwca 2026 | $2.24 | $2.17 | 3.0% | |
| 31 marca 2026 | $2.06 | $1.97 | 4.5% | |
| 31 grudnia 2025 | $2.04 | $1.99 | 2.6% | |
| 30 września 2025 | $1.99 | $1.94 | 2.7% | |
| 30 czerwca 2025 | $1.97 | $1.77 | 11.1% |
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 | $3.20B | $2.75B | $2.36B | $2.16B | $1.85B | $1.47B | $1.10B | $862M | $691M | $551M | $409M | $313M | |
| Cost of Revenue | $782M | $700M | $677M | $609M | $504M | $409M | $303M | $245M | $211M | $174M | $142M | $116M | |
| Gross Profit | $2.41B | $2.05B | $1.69B | $1.55B | $1.35B | $1.06B | $801M | $617M | $479M | $377M | $267M | $198M | |
| R&D Expense | $767M | $693M | $629M | $520M | $382M | $294M | $210M | $159M | $132M | $97M | $66M | $41M | |
| SG&A Expense | $301M | $266M | $247M | $218M | $172M | $149M | $114M | $86M | $60M | $49M | $41M | $30M | |
| Operating Expenses | $1.50B | $1.36B | $1.26B | $1.09B | $842M | $678M | $514M | $394M | $321M | $256M | $188M | $128M | |
| Operating Income | $916M | $691M | $429M | $459M | $505M | $378M | $286M | $223M | $158M | $121M | $79M | $70M | |
| Other Non-op | $278M | $228M | $159M | $50M | $7M | $16M | $27M | $16M | $8M | $2M | $28.0K | $-3M | |
| Pretax Income | $1.19B | $919M | $588M | $509M | $512M | $394M | $314M | $239M | $166M | $122M | $79M | $67M | |
| Income Tax | $286M | $205M | $62M | $21M | $85M | $14M | $13M | $9M | $15M | $45M | $24M | $27M | |
| Net Income | $909M | $714M | $526M | $488M | $427M | $380M | $301M | $230M | $151M | $78M | $54M | $40M | |
| EPS (Basic) | $5.55 | $4.41 | $3.27 | $3.14 | $2.79 | $2.52 | $2.04 | $1.59 | $1.08 | $0.57 | $0.41 | $0.31 | |
| EPS (Diluted) | $5.44 | $4.32 | $3.22 | $3.00 | $2.63 | $2.36 | $1.90 | $1.47 | $0.98 | $0.53 | $0.38 | $0.28 | |
| Shares (Basic) | 163,667,000 | 161,879,000 | 160,532,000 | 155,385,000 | 153,251,000 | 150,666,000 | 147,796,000 | 144,244,000 | 140,311,000 | 135,698,000 | 132,020,000 | 127,713,000 | |
| Shares (Diluted) | 166,995,000 | 165,232,000 | 163,486,000 | 162,437,000 | 162,277,000 | 160,732,000 | 158,296,000 | 156,117,000 | 153,681,000 | 147,578,000 | 144,977,000 | 144,204,000 | |
| EBITDA | $916M | $691M | $429M | $459M | $505M | $378M | $286M | $223M | $151M | $108M | $79M | $70M |
Bilans
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.42B | $1.12B | $703M | $886M | $1.14B | $731M | $477M | $551M | $320M | $218M | $132M | $129M | |
| Short-term Investments | · | · | · | · | · | · | · | · | $442M | $301M | $214M | $269M | |
| Receivables | $1.26B | $1.02B | $852M | $703M | $631M | $564M | $390M | $303M | $225M | $183M | $145M | $93M | |
| Prepaid Expense | $126M | $101M | $87M | $81M | $37M | $36M | $22M | $22M | $12M | $10M | $10M | $6M | |
| Other Current Assets | · | · | · | · | · | · | · | · | · | · | · | $6M | |
| Current Assets | $8.00B | $6.31B | $5.00B | $3.97B | $3.11B | $2.31B | $1.53B | $1.43B | $1.01B | $712M | $501M | $502M | |
| PP&E (Net) | $70M | $56M | $59M | $50M | $54M | $54M | $55M | $55M | $52M | $50M | $47M | $28M | |
| PP&E (Gross) | $104M | $87M | $95M | $82M | $85M | $83M | $80M | $71M | $65M | $59M | $52M | $31M | |
| Accum. Depreciation | $34M | $31M | $37M | $32M | $30M | $30M | $25M | $16M | $13M | $9M | $4M | $2M | |
| Goodwill | $440M | $440M | $440M | $440M | $440M | $436M | $439M | $96M | $96M | $96M | $96M | $5M | |
| Intangibles | $30M | $44M | $63M | $82M | $102M | $115M | $135M | $25M | $31M | $39M | $48M | $5M | |
| Other Non-current Assets | $62M | $57M | $43M | $39M | $25M | $18M | $16M | $8M | $6M | $4M | $5M | $4M | |
| Total Assets | $8.98B | $7.34B | $5.91B | $4.80B | $3.82B | $3.05B | $2.27B | $1.65B | $1.23B | $917M | $706M | $545M | |
| Accounts Payable | $38M | $30M | $32M | $42M | $20M | $23M | $19M | $9M | $7M | $6M | $5M | $4M | |
| Accrued Liabilities | · | · | · | · | · | · | · | · | · | · | · | $9M | |
| Current Liabilities | $1.64B | $1.40B | $1.18B | $1.01B | $841M | $716M | $551M | $401M | $306M | $247M | $186M | $136M | |
| Capital Leases | $84M | $66M | $46M | $50M | $44M | $51M | $44M | · | · | · | · | · | |
| Deferred Tax | $558.0K | $587.0K | $2M | $1M | $2M | $2M | $2M | $6M | $11M | $13M | $11M | $170.0K | |
| Other Non-current Liabilities | $43M | $43M | $39M | $30M | $18M | $11M | $8M | $9M | $7M | $5M | $4M | $2M | |
| Total Liabilities | $1.76B | $1.51B | $1.27B | $1.09B | $905M | $780M | $606M | $416M | $324M | $265M | $201M | $138M | |
| Common Stock | $2.0K | $2.0K | $2.0K | · | · | · | · | · | · | · | · | · | |
| Retained Earnings | $4.36B | $3.45B | $2.74B | $2.21B | $1.73B | $1.30B | $920M | $619M | $389M | $213M | $143M | $89M | |
| AOCI | $8M | $-8M | $-11M | $-31M | $-12M | $992.0K | $460.0K | $928.0K | $2M | $111.0K | $172.0K | $26.0K | |
| Stockholders' Equity | $7.21B | $5.83B | $4.64B | $3.72B | $2.91B | $2.27B | $1.67B | $1.24B | $906M | $678M | $522M | $407M | |
| Liabilities + Equity | $8.98B | $7.34B | $5.91B | $4.80B | $3.82B | $3.05B | $2.27B | $1.65B | $1.23B | $917M | $706M | $545M | |
| Shares Outstanding | 163,778,271 | 162,583,789 | 161,260,172 | 158,244,607 | 154,196,597 | 152,056,808 | 149,095,583 | · | · | · | · | · |
Przepływy pieniężne
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | · | · | · | · | · | · | $20M | $14M | $14M | $14M | $8M | $4M | |
| Stock-based Comp | $473M | $437M | $394M | $352M | $235M | $185M | $116M | $76M | · | · | · | · | |
| Deferred Tax | $65M | $-112M | $-105M | $-128M | $11M | $-1M | $-7M | $-8M | $1M | $-1M | $-6M | $-4M | |
| Amort. of Intangibles | $14M | $19M | $19M | $19M | $19M | $20M | $10M | $7M | $8M | $8M | $4M | $2M | |
| Operating Cash Flow | $1.42B | $1.09B | $911M | $780M | $764M | $551M | $437M | $311M | $233M | $144M | $80M | $68M | |
| CapEx | · | · | · | · | · | · | $3M | $8M | $10M | $7M | $21M | $27M | |
| Investing Cash Flow | $-1.10B | $-700M | $-1.08B | $-1.01B | $-346M | $-334M | $-517M | $-104M | $-155M | $-97M | · | · | |
| Stock Repurchased | $170M | $0 | $0 | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | $-170M | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-9M | $26M | $-16M | $-19M | $-4M | $34M | $10M | $26M | $21M | $38M | · | · | |
| Net Change in Cash | $302M | $414M | $-183M | $-252M | $410M | $252M | $-72M | $231M | $103M | $85M | $3M | $-133M | |
| Taxes Paid | $230M | $322M | $134M | $168M | $59M | $18M | $14M | $20M | $12M | $14M | $20M | $2M | |
| Free Cash Flow | · | · | · | · | · | · | $434M | $302M | $224M | $137M | $59M | $41M |
Rentowność
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 75.5% | 74.5% | 71.4% | 71.7% | 72.8% | 72.1% | 72.5% | 71.5% | 69.2% | 68.1% | 65.2% | 63.1% | |
| Operating Margin | 28.7% | 25.2% | 18.2% | 21.3% | 27.3% | 25.8% | 25.9% | 25.9% | 22.0% | 19.9% | 19.2% | 22.3% | |
| Net Margin | 28.4% | 26.0% | 22.2% | 22.6% | 23.1% | 25.9% | 27.3% | 26.7% | 20.7% | 12.7% | 13.3% | 12.9% | |
| Pretax Margin | 37.4% | 33.5% | 24.9% | 23.6% | 27.7% | 26.9% | 28.4% | 27.7% | 23.1% | 20.2% | 19.2% | 21.4% | |
| EBITDA Margin | 28.7% | 25.2% | 18.2% | 21.3% | 27.3% | 25.8% | 25.9% | 25.9% | 22.0% | 19.9% | 19.2% | 22.3% | |
| ROA | 11.1% | 10.8% | 9.8% | 11.3% | 12.5% | 14.3% | 15.3% | 15.9% | 13.4% | 8.5% | 8.7% | 8.8% | |
| ROE | 13.1% | 12.6% | 11.7% | 13.7% | 15.0% | 17.4% | 18.7% | 19.4% | 18.3% | 11.7% | 11.9% | 11.8% | |
| ROIC | 9.7% | 9.2% | 8.3% | 11.8% | 14.5% | 16.1% | 16.5% | 17.3% | 15.5% | 10.4% | 10.8% | 10.3% |
Płynność i wypłacalność
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 4.9 | 4.5 | 4.2 | 3.9 | 3.7 | 3.2 | 2.8 | 3.6 | 3.2 | 2.9 | 2.7 | 3.7 | |
| Quick Ratio | 1.6 | 1.5 | 1.3 | 1.6 | 2.1 | 1.8 | 1.6 | 2.1 | 3.2 | 2.8 | 2.6 | 3.6 |
Efektywność
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.4 | 0.5 | 0.5 | 0.6 | 0.6 | 0.6 | 0.6 | 0.7 | 0.7 | 0.7 | |
| Receivables Turnover | 2.8 | 2.9 | 3.0 | 3.2 | 3.1 | 3.1 | 3.2 | 3.3 | 3.3 | 3.3 | 3.4 | 4.1 |
Na akcję
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $44.05 | $35.87 | $28.80 | $23.48 | · | · | · | · | · | · | · | · | |
| Revenue / Share | $19.13 | $16.62 | $14.46 | $13.27 | $11.40 | $9.12 | $6.97 | $5.52 | $4.46 | $3.69 | $2.82 | $2.17 | |
| Cash Flow / Share | $8.47 | $6.60 | $5.57 | $4.80 | $4.71 | $3.43 | $2.76 | $1.99 | $1.52 | $0.98 | $0.55 | $0.47 | |
| Cash / Share | $8.68 | $6.88 | $4.36 | $5.60 | · | · | · | · | · | · | · | · | |
| EPS (TTM) | $5.44 | $4.32 | $3.22 | $3.00 | $2.63 | $2.36 | $1.90 | $1.47 | $0.98 | $0.53 | $0.38 | $0.28 |
Stopy Wzrostu
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 16.3% | 16.2% | 9.7% | 16.4% | 26.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 14.0% | 14.1% | 17.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 16.9% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 25.9% | 34.2% | 7.3% | 14.1% | 11.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 21.9% | 18.0% | 10.9% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 18.2% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 27.3% | 35.8% | 7.8% | 14.1% | 12.5% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 23.1% | 18.7% | 11.4% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 19.1% | · | · | · | · | · | · | · | · | · | · | · |
Wycena (TTM)
| Wskaźnik | Trend | 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.20B | $2.75B | $2.36B | $2.16B | $1.85B | $1.47B | $1.10B | $862M | $691M | $551M | $409M | $313M | |
| Net Income TTM | $909M | $714M | $526M | $488M | $427M | $380M | $301M | $230M | $151M | $78M | $54M | $40M | |
| Market Cap | $33.40B | $37.92B | $33.45B | $26.99B | · | · | · | · | · | · | · | · | |
| P/E | 37.5 | 54.0 | 64.4 | 56.9 | 89.9 | 117.1 | 77.2 | 74.2 | 64.1 | 79.9 | 63.4 | 102.7 | |
| P/S | 10.5 | 13.8 | 14.2 | 12.5 | · | · | · | · | · | · | · | · | |
| P/B | 4.6 | 6.5 | 7.2 | 7.3 | · | · | · | · | · | · | · | · | |
| P / Tangible Book | 5.0 | 7.1 | 8.1 | 8.5 | · | · | · | · | · | · | · | · | |
| P / Cash Flow | 23.6 | 34.8 | 36.7 | 34.6 | · | · | · | · | · | · | · | · | |
| Earnings Yield | 2.7% | 1.8% | 1.6% | 1.8% | 1.1% | 0.85% | 1.3% | 1.4% | 1.6% | 1.2% | 1.6% | 0.97% |
Rachunek zysków i strat
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $928M | $883M | $836M | $811M | $789M | $759M | $721M | $699M | $676M | $650M | $631M | $617M | $590M | $526M | $563M | $552M | |
| Cost of Revenue | $232M | $221M | $213M | $199M | $195M | $174M | $181M | $174M | $170M | $174M | $174M | $168M | $169M | $167M | $164M | $154M | |
| Gross Profit | $696M | $662M | $622M | $612M | $594M | $585M | $540M | $525M | $506M | $476M | $457M | $449M | $421M | $360M | $399M | $398M | |
| R&D Expense | $223M | $208M | $199M | $192M | $193M | $184M | $182M | $172M | $176M | $163M | $164M | $161M | $157M | $147M | $143M | $130M | |
| SG&A Expense | $71M | $69M | $68M | $68M | $96M | $69M | $71M | $72M | $61M | $61M | $59M | $62M | $63M | $63M | $59M | $53M | |
| Operating Expenses | $421M | $389M | $377M | $371M | $398M | $351M | $351M | $343M | $339M | $321M | $321M | $320M | $317M | $298M | $290M | $277M | |
| Operating Income | $275M | $273M | $246M | $241M | $196M | $234M | $188M | $181M | $166M | $155M | $135M | $128M | $104M | $62M | $109M | $121M | |
| Other Non-op | $75M | $74M | $72M | $72M | $69M | $65M | $57M | $61M | $59M | $52M | $47M | $42M | $39M | $30M | $26M | $12M | |
| Pretax Income | $350M | $348M | $318M | $313M | $265M | $299M | $245M | $242M | $225M | $207M | $183M | $171M | $143M | $92M | $135M | $134M | |
| Income Tax | $76M | $87M | $73M | $77M | $65M | $71M | $50M | $56M | $54M | $45M | $35M | $36M | $31M | $-40M | $-53M | $25M | |
| Net Income | $273M | $261M | $244M | $236M | $200M | $228M | $196M | $186M | $171M | $162M | $147M | $135M | $112M | $132M | $189M | $108M | |
| EPS (Basic) | $1.68 | $1.60 | $1.48 | $1.44 | $1.23 | $1.40 | $1.20 | $1.15 | $1.06 | $1.00 | $0.91 | $0.84 | $0.70 | $0.82 | $1.21 | $0.70 | |
| EPS (Diluted) | $1.66 | $1.57 | $1.48 | $1.40 | $1.19 | $1.37 | $1.17 | $1.13 | $1.04 | $0.98 | $0.90 | $0.83 | $0.68 | $0.81 | $1.15 | $0.67 | |
| Shares (Basic) | 162,344,000 | 163,345,000 | · | 164,049,000 | 163,496,000 | 162,749,000 | · | 161,987,000 | 161,708,000 | 161,421,000 | · | 160,768,000 | 160,396,000 | 159,852,000 | · | 155,392,000 | |
| Shares (Diluted) | 165,057,000 | 165,989,000 | · | 168,935,000 | 167,685,000 | 166,229,000 | · | 164,979,000 | 164,564,000 | 164,394,000 | · | 163,761,000 | 163,284,000 | 162,521,000 | · | 162,295,000 | |
| EBITDA | $275M | $273M | · | $241M | $196M | $234M | · | $181M | $166M | $155M | · | $128M | $104M | $62M | · | $121M |
Bilans
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $1.81B | $1.90B | $1.42B | $1.66B | $1.93B | $1.96B | $1.12B | $1.04B | $1.17B | $1.20B | $703M | $744M | $743M | $1.09B | $886M | $865M | |
| Receivables | $497M | $568M | $1.26B | $314M | $422M | $493M | $1.02B | $256M | $365M | $362M | · | $256M | $379M | $413M | · | $243M | |
| Prepaid Expense | $138M | $123M | $126M | $103M | $118M | $98M | $101M | $83M | $79M | $79M | · | $93M | $76M | $122M | · | $39M | |
| Current Assets | $7.95B | $8.06B | $8.00B | $7.11B | $6.99B | $6.71B | $6.31B | $5.45B | $5.37B | $5.24B | · | $4.34B | $4.36B | $4.19B | · | $3.39B | |
| PP&E (Net) | $79M | $73M | $70M | $66M | $61M | $59M | $56M | $56M | $57M | $58M | · | $58M | $57M | $50M | · | $51M | |
| PP&E (Gross) | · | · | $104M | · | · | · | $87M | $97M | $96M | $96M | · | $93M | $91M | $83M | · | $83M | |
| Accum. Depreciation | · | · | $34M | · | · | · | $31M | $41M | $39M | $38M | · | $35M | $34M | $33M | · | $31M | |
| Goodwill | $493M | $488M | $440M | $440M | $440M | $440M | $440M | $440M | $440M | $440M | · | $440M | $440M | $440M | · | $440M | |
| Intangibles | $56M | $56M | $30M | $33M | $36M | $41M | $44M | $49M | $53M | $58M | · | $68M | $73M | $78M | · | $87M | |
| Other Non-current Assets | $60M | $66M | $62M | $61M | $60M | $62M | $57M | $56M | $55M | $52M | · | $38M | $39M | $36M | · | $34M | |
| Total Assets | $9.06B | $9.13B | $8.98B | $8.10B | $8.00B | $7.77B | $7.34B | $6.45B | $6.33B | $6.19B | · | $5.23B | $5.23B | $5.02B | · | $4.18B | |
| Accounts Payable | $36M | $41M | $38M | $33M | $34M | $37M | $30M | $32M | $28M | $32M | · | $36M | $50M | $44M | · | $41M | |
| Current Liabilities | $1.46B | $1.70B | $1.64B | $945M | $1.26B | $1.46B | $1.40B | $857M | $1.07B | $1.22B | · | $768M | $1.00B | $1.01B | · | $690M | |
| Capital Leases | $137M | $90M | $84M | $79M | $75M | $67M | $66M | $63M | $44M | $45M | · | · | · | · | · | · | |
| Deferred Tax | $2M | $1M | $558.0K | $367.0K | $439.0K | $526.0K | $587.0K | $475.0K | $591.0K | $705.0K | · | $1M | $1M | $1M | · | $2M | |
| Other Non-current Liabilities | $34M | $32M | $43M | $32M | $31M | $30M | $43M | $31M | $31M | $29M | · | $29M | $24M | $25M | · | $22M | |
| Total Liabilities | $1.63B | $1.83B | $1.76B | $1.06B | $1.36B | $1.55B | $1.51B | $951M | $1.15B | $1.30B | · | $846M | $1.08B | $1.08B | · | $764M | |
| Common Stock | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | $2.0K | · | · | · | · | · | · | |
| Retained Earnings | $4.90B | $4.62B | $4.36B | $4.12B | $3.88B | $3.68B | $3.45B | $3.26B | $3.07B | $2.90B | · | $2.59B | $2.46B | $2.35B | · | $2.03B | |
| AOCI | $-46M | $-20M | $8M | $10M | $-2M | $9M | $-8M | $-6M | $-6M | $-31M | · | $-38M | $-34M | $-26M | · | $-46M | |
| Stockholders' Equity | $7.43B | $7.30B | $7.21B | $7.04B | $6.64B | $6.21B | $5.83B | $5.50B | $5.18B | $4.89B | $4.64B | $4.38B | $4.15B | $3.94B | $3.72B | $3.42B | |
| Liabilities + Equity | $9.06B | $9.13B | $8.98B | $8.10B | $8.00B | $7.77B | $7.34B | $6.45B | $6.33B | $6.19B | · | $5.23B | $5.23B | $5.02B | · | $4.18B | |
| Shares Outstanding | 161,834,760 | 162,942,747 | 163,778,271 | 164,342,871 | 163,877,694 | 162,975,081 | 162,583,789 | 162,158,468 | 161,830,287 | 161,624,611 | 161,260,172 | 160,965,687 | 160,622,618 | 160,200,232 | 158,244,607 | · |
Przepływy pieniężne
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $137M | $119M | $118M | $120M | $122M | $112M | $115M | $118M | $108M | $96M | $99M | $101M | $103M | $91M | $96M | $93M | |
| Deferred Tax | $12M | $14M | $15M | $18M | $59M | $-27M | $-21M | $-31M | $-33M | $-27M | $-25M | $-33M | $-25M | $-22M | $-43M | $-31M | |
| Amort. of Intangibles | $4M | $3M | $2M | $4M | $4M | $4M | $4M | $5M | $5M | $5M | $4M | $5M | $5M | $5M | $4M | $5M | |
| Operating Cash Flow | $239M | $1.13B | $107M | $193M | $238M | $877M | $70M | $164M | $93M | $764M | $58M | $83M | $265M | $506M | $63M | $143M | |
| Investing Cash Flow | $-64M | $-389M | $-168M | $-495M | $-389M | $-52M | $-16M | $-298M | $-114M | $-272M | $-87M | $-73M | $-619M | $-297M | $-39M | $-406M | |
| Stock Repurchased | $246M | $227M | · | · | $0 | $0 | · | · | · | · | · | · | · | · | · | · | |
| Net Stock Activity | · | $-227M | · | · | · | · | · | · | · | · | · | · | · | · | · | · | |
| Financing Cash Flow | $-259M | $-263M | $-178M | $33M | $116M | $20M | $21M | $13M | $-11M | $4M | $-10M | $-7M | $3M | $-1M | $-2M | $-11M | |
| Net Change in Cash | $-84M | $475M | $-239M | $-270M | $-35M | $846M | $74M | $-121M | $-32M | $494M | $-40M | $1M | $-351M | $207M | $21M | $-275M | |
| Taxes Paid | $144M | $7M | $65M | $38M | $113M | $14M | $83M | $76M | $159M | $4M | $34M | $94M | $6M | $1M | $57M | $3M |
Rentowność
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 75.0% | 75.0% | · | 75.4% | 75.3% | 77.1% | · | 75.1% | 74.8% | 73.3% | · | 72.8% | 71.4% | 68.3% | · | 72.1% | |
| Operating Margin | 29.6% | 30.9% | · | 29.7% | 24.8% | 30.8% | · | 25.9% | 24.6% | 23.9% | · | 20.8% | 17.6% | 11.7% | · | 22.0% | |
| Net Margin | 29.5% | 29.5% | · | 29.1% | 25.4% | 30.1% | · | 26.6% | 25.3% | 24.9% | · | 21.9% | 18.9% | 25.0% | · | 19.6% | |
| Pretax Margin | 37.7% | 39.4% | · | 38.6% | 33.6% | 39.4% | · | 34.6% | 33.3% | 31.8% | · | 27.7% | 24.2% | 17.4% | · | 24.2% | |
| EBITDA Margin | 29.6% | 30.9% | · | 29.7% | 24.8% | 30.8% | · | 25.9% | 24.6% | 23.9% | · | 20.8% | 17.6% | 11.7% | · | 22.0% | |
| ROA | 3.2% | 3.1% | · | 3.2% | 2.8% | 3.3% | · | 3.2% | 3.0% | 2.9% | · | 2.9% | 2.4% | 2.9% | · | 2.9% | |
| ROE | 3.9% | 3.9% | · | 3.8% | 3.4% | 4.1% | · | 3.8% | 3.7% | 3.7% | · | 3.5% | 3.0% | 3.8% | · | 3.5% | |
| ROIC | 2.9% | 2.8% | · | 2.6% | 2.2% | 2.9% | · | 2.5% | 2.4% | 2.5% | · | 2.3% | 2.0% | 2.2% | · | 2.9% |
Płynność i wypłacalność
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 5.5 | 4.7 | · | 7.5 | 5.6 | 4.6 | · | 6.4 | 5.0 | 4.3 | · | 5.6 | 4.4 | 4.2 | · | 4.9 | |
| Quick Ratio | 1.6 | 1.4 | · | 2.1 | 1.9 | 1.7 | · | 1.5 | 1.4 | 1.3 | · | 1.3 | 1.1 | 1.5 | · | 1.6 |
Efektywność
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 2.0 | 1.7 | · | 2.8 | 2.0 | 1.8 | · | 2.7 | 1.8 | 1.7 | · | 2.5 | 1.7 | 1.4 | · | 2.4 |
Na akcję
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $45.92 | $44.83 | · | $42.84 | $40.51 | $38.11 | · | $33.93 | $32.04 | $30.25 | · | $27.21 | $25.85 | $24.61 | · | · | |
| Revenue / Share | $5.62 | $5.32 | · | $4.80 | $4.71 | $4.57 | · | $4.24 | $4.11 | $3.96 | · | $3.76 | $3.61 | $3.24 | · | $3.40 | |
| Cash Flow / Share | · | $6.79 | · | · | · | $5.28 | · | · | · | $4.64 | · | $0.50 | $1.62 | $3.11 | · | $0.88 | |
| Cash / Share | $11.20 | $11.64 | · | $10.10 | $11.78 | $12.06 | · | $6.44 | $7.20 | $7.41 | · | $4.62 | $4.62 | $6.83 | · | · | |
| EPS (TTM) | $6.11 | $5.64 | · | $5.13 | $4.86 | $4.71 | · | $4.05 | $3.75 | $3.39 | · | $3.47 | $3.31 | $3.19 | · | $2.45 |
Wycena (TTM)
| Wskaźnik | Trend | Q2 2027 | Q1 2027 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.46B | $3.32B | · | $3.08B | $2.97B | $2.86B | · | $2.66B | $2.57B | $2.49B | · | $2.30B | $2.23B | $2.18B | · | $2.08B | |
| Net Income TTM | $1.01B | $942M | · | $860M | $810M | $781M | · | $666M | $615M | $556M | · | $567M | $540M | $519M | · | $396M | |
| Market Cap | $32.98B | $25.41B | · | $47.86B | $46.57B | $38.09B | · | $33.86B | $31.06B | $32.09B | · | $31.02B | $32.80B | $28.69B | · | · | |
| P/E | 33.4 | 27.7 | · | 56.8 | 58.5 | 49.6 | · | 51.6 | 51.2 | 58.6 | · | 55.5 | 61.7 | 56.1 | · | 68.5 | |
| P/S | 9.5 | 7.7 | · | 15.5 | 15.7 | 13.3 | · | 12.7 | 12.1 | 12.9 | · | 13.5 | 14.7 | 13.2 | · | · | |
| P/B | 4.4 | 3.5 | · | 6.8 | 7.0 | 6.1 | · | 6.2 | 6.0 | 6.6 | · | 7.1 | 7.9 | 7.3 | · | · | |
| P / Tangible Book | 4.8 | 3.8 | · | 7.3 | 7.6 | 6.6 | · | 6.8 | 6.6 | 7.3 | · | 8.0 | 9.0 | 8.4 | · | · | |
| P / Cash Flow | · | 22.5 | · | · | · | 43.4 | · | · | · | 42.0 | · | 375.6 | 123.8 | 56.7 | · | · | |
| Earnings Yield | 3.0% | 3.6% | · | 1.8% | 1.7% | 2.0% | · | 1.9% | 1.9% | 1.7% | · | 1.8% | 1.6% | 1.8% | · | 1.5% |
Najnowszy okres po lewej · wartości null pokazane jako ·
Sprawozdania finansowe Rachunek zysków i strat, bilans, przepływy pieniężne — roczne, ostatnie 5 lat
| Wskaźnik | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
|---|---|---|---|---|---|
| Przychody | $3.20B | $2.75B | $2.36B | $2.16B | $1.85B |
| Marża Brutto % | 75.5% | 74.5% | 71.4% | 71.7% | 72.8% |
| Marża Operacyjna % | 28.7% | 25.2% | 18.2% | 21.3% | 27.3% |
| Zysk netto | $909M | $714M | $526M | $488M | $427M |
| Rozwodniony EPS | $5.44 | $4.32 | $3.22 | $3.00 | $2.63 |
| Wskaźnik | 2026-01-31 | 2025-01-31 | 2024-01-31 | 2023-01-31 | 2022-01-31 |
|---|---|---|---|---|---|
| Wskaźnik bieżący | 4.9 | 4.5 | 4.2 | 3.9 | 3.7 |
| Wskaźnik Szybkości | 1.6 | 1.5 | 1.3 | 1.6 | 2.1 |
Zbyt mało danych fundamentalnych, aby utworzyć to sprawozdanie.
Właściciele instytucjonalni (13F) 1 160 emitentów · $28.2B 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 |
|---|---|---|---|---|
| 198 (+50 vs poprzedni kw.) | 147 (-44 vs poprzedni kw.) | 395 (+2 vs poprzedni kw.) | 361 (-16 vs poprzedni kw.) | +6.7M |
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 | $3 430 792 403 | 15 368 868 | 12,15% | Akcje |
| BlackRock, Inc. | $2 282 708 369 | 12 862 503 | 8,08% | Akcje |
| VANGUARD CAPITAL MANAGEMENT LLC | $1 720 192 219 | 9 692 862 | 6,09% | Akcje |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1 315 894 440 | 7 414 743 | 4,66% | Akcje |
| STATE STREET CORP | $1 190 275 140 | 6 706 909 | 4,21% | Akcje |
| PRINCIPAL FINANCIAL GROUP INC | $883 669 272 | 4 979 210 | 3,13% | Akcje |
| ALLIANCEBERNSTEIN L.P. | $863 074 143 | 4 913 322 | 3,06% | Akcje |
| GEODE CAPITAL MANAGEMENT, LLC | $797 398 594 | 4 508 933 | 2,82% | Akcje |
| Linonia Partnership LP | $782 571 357 | 4 409 598 | 2,77% | Akcje |
| AQR CAPITAL MANAGEMENT LLC | $615 468 318 | 3 498 371 | 2,18% | Akcje |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $384 259 464 | 2 165 208 | 1,36% | Akcje |
| FEDERATED HERMES, INC. | $349 976 342 | 1 972 031 | 1,24% | Akcje |
| Pictet Asset Management Holding SA | $346 363 499 | 1 951 769 | 1,23% | Akcje |
| VAN ECK ASSOCIATES CORP | $311 017 239 | 1 752 506 | 1,10% | Akcje |
| JPMORGAN CHASE & CO | $281 986 746 | 1 600 195 | 1,00% | Akcje |
| Invesco Ltd. | $277 910 035 | 1 565 955 | 0,98% | Akcje |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $272 856 716 | 1 553 323 | 0,97% | Akcje |
| MORGAN STANLEY | $269 744 514 | 1 519 941 | 0,96% | Akcje |
| GOLDMAN SACHS GROUP INC | $255 581 028 | 1 440 137 | 0,90% | Akcje |
| NORTHERN TRUST CORP | $250 768 660 | 1 413 020 | 0,89% | Akcje |
| NORGES BANK | $249 138 243 | 1 403 833 | 0,88% | Akcje |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $227 568 716 | 1 282 294 | 0,81% | Akcje |
| BANK OF AMERICA CORP /DE/ | $217 556 037 | 1 225 875 | 0,77% | Akcje |
| EDMOND DE ROTHSCHILD HOLDING S.A. | $208 932 946 | 1 177 286 | 0,74% | Akcje |
| Swedbank AB | $192 333 467 | 1 083 752 | 0,68% | Akcje |
| Legal & General Group Plc | $191 471 319 | 1 078 894 | 0,68% | Akcje |
| UBS Group AG | $170 519 211 | 960 834 | 0,60% | Akcje |
| TWO SIGMA INVESTMENTS, LP | $167 444 187 | 943 507 | 0,59% | Akcje |
| DEUTSCHE BANK AG\ | $153 558 935 | 865 267 | 0,54% | Akcje |
| Bank of New York Mellon Corp | $152 832 197 | 861 172 | 0,54% | Akcje |
| VANGUARD FIDUCIARY TRUST CO | $149 150 047 | 840 424 | 0,53% | Akcje |
| Robeco Institutional Asset Management B.V. | $147 431 430 | 830 740 | 0,52% | Akcje |
| NORDEA INVESTMENT MANAGEMENT AB | $147 292 655 | 847 045 | 0,52% | Akcje |
| Fundsmith LLP | $144 954 834 | 816 785 | 0,51% | Akcje |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | $140 493 805 | 791 648 | 0,50% | Akcje |
| Amundi | $140 109 178 | 789 481 | 0,50% | Akcje |
| BAILLIE GIFFORD & CO | $137 879 638 | 776 918 | 0,49% | Akcje |
| BLAIR WILLIAM & CO/IL | $133 252 033 | 750 843 | 0,47% | Akcje |
| VICTORY CAPITAL MANAGEMENT INC | $132 375 228 | 745 902 | 0,47% | Akcje |
| DIMENSIONAL FUND ADVISORS LP | $128 204 192 | 722 431 | 0,45% | Akcje |
| WELLINGTON MANAGEMENT GROUP LLP | $126 723 164 | 714 054 | 0,45% | Akcje |
| RGM Capital, LLC | $124 243 568 | 556 572 | 0,44% | Akcje |
| Nuveen, LLC | $109 438 119 | 616 657 | 0,39% | Akcje |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $97 570 699 | 549 787 | 0,35% | Akcje |
| ROYAL BANK OF CANADA | $88 988 000 | 501 423 | 0,32% | Akcje |
| Emergence GP Partners, LLC | $88 735 000 | 500 000 | 0,31% | Akcje |
| Nellore Capital Management LLC | $85 986 877 | 484 515 | 0,30% | Akcje |
| Allianz Asset Management GmbH | $82 611 931 | 465 498 | 0,29% | Akcje |
| FIRST TRUST ADVISORS LP | $81 431 979 | 458 849 | 0,29% | Akcje |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $79 940 000 | 450 440 | 0,28% | Akcje |
Insiderzy spółki 32 insiderów · 13 dyrektorzy generalni · 14 dyrektorzy
| Insider | Rola | Ostatnia aktywność | Posiadane akcje | Kupna 12m | Sprzedaże 12m | Netto 12m |
|---|---|---|---|---|---|---|
| Peter P Gassner | Chief Executive Officer | 19 czerwca 2024 A | 12 187 333 | 0 | 0 | $0 |
| Brian Van Wagener | Chief Financial Officer | 1 lipca 2026 M | 9 325 | 0 | 0 | $0 |
| Brent R Bowman | Former Chief Financial Officer | 1 kwietnia 2024 M | 8 824 | 0 | 0 | $0 |
| Eleni Nitsa Zuppas | President & Chief of Staff | 1 lipca 2026 M | 33 418 | 0 | 1 | $-1 839 720 |
| Thomas D. Schwenger | Pres. & Chief Customer Officer | 14 września 2026 S | 18 449 | 0 | 9 | $-14 523 448 |
| Vipin Kondath | Chief Accounting Officer | 1 lipca 2026 M | 2 783 | 0 | 0 | $0 |
| Jonathan Faddis | SVP, Gen. Counsel, Secretary | 1 lipca 2026 M | 9 328 | 0 | 3 | $-4 593 146 |
| Kristine Diamond | Chief Accounting Officer | 1 października 2025 M | 1 142 | 0 | 0 | $0 |
| Stacey Epstein | Chief Marketing Officer | 1 lipca 2024 M | 558 | 0 | 0 | $0 |
| Alan Mateo | EVP Global Sales | 23 kwietnia 2024 S | 21 983 | 0 | 0 | $0 |
| Michele O'Connor | Chief Accounting Officer | 1 lipca 2023 M | 8 523 | 0 | 0 | $0 |
| Frederic Lequient | SVP Global Customer Services | 27 sierpnia 2022 M | 3 090 | 0 | 0 | $0 |
| Frank Defesche | SVP, Global Customer Services | 21 marca 2016 C | 1 256 | 0 | 0 | $0 |
| Priscilla Hung | Dyrektor | 9 września 2026 S | 3 242 | 0 | 3 | $-427 635 |
| Timothy S Cabral | Dyrektor | 1 września 2026 M | 1 526 | 0 | 0 | $0 |
| Gordon Ritter | Dyrektor | 1 września 2026 M | 1 136 | 0 | 0 | $0 |
| Matthew J Wallach | Dyrektor | 1 września 2026 M | 107 393 | 0 | 0 | $0 |
| Mary Lynne Hedley | Dyrektor | 1 września 2026 M | 7 629 | 0 | 0 | $0 |
| Mark T Carges | Dyrektor | 1 września 2026 M | 493 | 0 | 0 | $0 |
| Paul J Sekhri | Dyrektor | 1 września 2026 M | 15 651 | 0 | 0 | $0 |
| Marshall Mohr | Dyrektor | 1 września 2026 M | 6 501 | 0 | 0 | $0 |
| Nimrata Hunt | Dyrektor | 1 czerwca 2025 M | 4 202 | 0 | 0 | $0 |
| Paul Edward Chamberlain | Dyrektor | 12 czerwca 2023 S | 16 942 | 0 | 0 | $0 |
| Ronald E F Codd | Dyrektor | 1 czerwca 2022 M | 663 | 0 | 0 | $0 |
| Timothy C Barabe | Dyrektor | 22 czerwca 2021 M | 6 643 | 0 | 0 | $0 |
| Kevin Spain | Dyrektor | 24 czerwca 2014 C | 0 | 0 | 0 | $0 |
| Mark Armenante | Posiadacz 10% | 19 kwietnia 2016 C | 0 | 0 | 0 | $0 |
| Young A Sohn | Posiadacz 10% | 15 kwietnia 2016 C | 0 | 0 | 0 | $0 |
| Maja Kristin | Posiadacz 10% | 5 maja 2014 C | 1 329 | 0 | 0 | $0 |
| Jenna Mitchell | Posiadacz 10% | 31 marca 2014 C | 0 | 0 | 0 | $0 |
| James Burr Ramsey | Posiadacz 10% | 31 marca 2014 C | 0 | 0 | 0 | $0 |
| Craig Ramsey | Posiadacz 10% | 31 marca 2014 C | 0 | 0 | 0 | $0 |
Insiderzy z zgłoszeń SEC Form 3/4/5; netto = tylko otwarty rynek P/S
Posiadanie ETF-ów Posiadane przez 115 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 |
|---|---|---|---|---|
| IHF · iShares Trust | 5,74% | 288 516 SH | 11 września 2026 | Dziennie |
| NUMG · Nushares ETF Trust | 2,80% | 48 128 NS | 31 lipca 2026 | N-PORT |
| SMRI · EA Series Trust | 2,33% | 73 828 NS | 31 lipca 2026 | N-PORT |
| RSPH · Invesco Exchange-Traded Fund Trust | 1,79% | 54 768 SH | 1 października 2026 | Dziennie |
| CVAR · ETF Opportunities Trust | 1,55% | 3 263 NS | 31 lipca 2026 | N-PORT |
| HTEC · EXCHANGE TRADED CONCEPTS TRUST | 1,22% | 4 131 NS | 31 lipca 2026 | N-PORT |
| FDND · First Trust Exchange-Traded Fund IV | 1,21% | 578 NS | 31 lipca 2026 | N-PORT |
| FXH · First Trust Exchange-Traded AlphaDE… | 0,97% | 49 923 NS | 31 lipca 2026 | N-PORT |
| LSEQ · Harbor ETF Trust | 0,87% | 650 NS | 31 lipca 2026 | N-PORT |
| WEBL · Direxion Shares ETF Trust | 0,78% | 3 592 NS | 31 lipca 2026 | N-PORT |
| ESUM · Strategy Shares | 0,71% | 6 328 NS | 31 lipca 2026 | N-PORT |
| IYH · iShares Trust | 0,63% | 87 336 SH | 11 września 2026 | Dziennie |
| UPSD · ETF Series Solutions | 0,60% | 3 427 NS | 31 lipca 2026 | N-PORT |
| COWZ · Pacer Funds Trust | 0,58% | 531 675 NS | 31 lipca 2026 | N-PORT |
| VOT · VANGUARD INDEX FUNDS | 0,57% | 1 124 661 SH | 19 sierpnia 2026 | Dziennie |
| IMCG · iShares Trust | 0,54% | 82 868 SH | 11 września 2026 | Dziennie |
| COWG · Pacer Funds Trust | 0,54% | 58 359 NS | 31 lipca 2026 | N-PORT |
| IXJ · iShares Trust | 0,50% | 78 720 SH | 11 września 2026 | Dziennie |
| NULC · Nushares ETF Trust | 0,45% | 1 567 NS | 31 lipca 2026 | N-PORT |
| FHLC · FIDELITY COVINGTON TRUST | 0,43% | 69 951 NS | 31 lipca 2026 | N-PORT |
| IWS · iShares Trust | 0,38% | 223 096 SH | 11 września 2026 | Dziennie |
| EGUS · iShares Trust | 0,38% | 405 SH | 11 września 2026 | Dziennie |
| VHT · VANGUARD WORLD FUND | 0,38% | 441 965 SH | 19 sierpnia 2026 | Dziennie |
| CURE · Direxion Shares ETF Trust | 0,35% | 2 954 NS | 31 lipca 2026 | N-PORT |
| SIZE · iShares Trust | 0,31% | 5 023 SH | 11 września 2026 | Dziennie |
| IWR · iShares Trust | 0,29% | 611 551 SH | 11 września 2026 | Dziennie |
| SUSA · iShares Trust | 0,28% | 43 199 SH | 11 września 2026 | Dziennie |
| IMCB · iShares Trust | 0,27% | 17 553 SH | 11 września 2026 | Dziennie |
| VO · VANGUARD INDEX FUNDS | 0,25% | 3 181 242 SH | 19 sierpnia 2026 | Dziennie |
| LRGF · iShares Trust | 0,23% | 32 172 SH | 11 września 2026 | Dziennie |
| RSP · Invesco Exchange-Traded Fund Trust | 0,22% | 750 108 SH | 1 października 2026 | Dziennie |
| XOEF · iShares Trust | 0,22% | 188 SH | 11 września 2026 | Dziennie |
| EUSA · iShares, Inc. | 0,21% | 15 544 SH | 11 września 2026 | Dziennie |
| HDUS · Lattice Strategies Trust | 0,20% | 2 031 NS | 31 lipca 2026 | N-PORT |
| LRND · New York Life Investments ETF Trust | 0,19% | 3 667 NS | 31 lipca 2026 | N-PORT |
| JPME · J.P. Morgan Exchange-Traded Fund Tr… | 0,18% | 4 215 NS | 31 lipca 2026 | N-PORT |
| PABU · iShares Trust | 0,18% | 17 080 SH | 11 września 2026 | Dziennie |
| USXF · iShares Trust | 0,15% | 8 733 SH | 11 września 2026 | Dziennie |
| ESGU · iShares Trust | 0,15% | 104 704 SH | 11 września 2026 | Dziennie |
| CATH · Global X Funds | 0,14% | 9 261 NS | 31 lipca 2026 | N-PORT |
| ILCG · iShares Trust | 0,12% | 14 667 SH | 11 września 2026 | Dziennie |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,12% | 20 056 SH | 1 października 2026 | Dziennie |
| HEQQ · J.P. Morgan Exchange-Traded Fund Tr… | 0,12% | 172 NS | 31 lipca 2026 | N-PORT |
| SUSL · iShares Trust | 0,11% | 5 137 SH | 11 września 2026 | Dziennie |
| RILA · Spinnaker ETF Series | 0,11% | 235 NS | 31 lipca 2026 | N-PORT |
| DSI · iShares Trust | 0,11% | 22 345 SH | 11 września 2026 | Dziennie |
| IWD · iShares Trust | 0,11% | 332 118 SH | 11 września 2026 | Dziennie |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,10% | 2 891 SH | 1 października 2026 | Dziennie |
| VEGN · ETF Series Solutions | 0,10% | 883 NS | 31 lipca 2026 | N-PORT |
| CHRI · Global X Funds | 0,09% | 36 NS | 31 lipca 2026 | N-PORT |
| AQLT · iShares Trust | 0,09% | 1 135 SH | 11 września 2026 | Dziennie |
| VUG · VANGUARD INDEX FUNDS | 0,09% | 1 954 753 SH | 19 sierpnia 2026 | Dziennie |
| IQSU · New York Life Investments ETF Trust | 0,09% | 1 395 NS | 31 lipca 2026 | N-PORT |
| WRND · New York Life Investments ETF Trust | 0,08% | 42 NS | 31 lipca 2026 | N-PORT |
| EGLE · Global X Funds | 0,07% | 8 NS | 31 lipca 2026 | N-PORT |
| GLBL · Pacer Funds Trust | 0,07% | 4 NS | 31 lipca 2026 | N-PORT |
| TOPC · iShares Trust | 0,07% | 91 SH | 11 września 2026 | Dziennie |
| USCL · iShares Trust | 0,07% | 7 723 SH | 11 września 2026 | Dziennie |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,07% | 90 078 SH | 19 sierpnia 2026 | Dziennie |
| CRBN · iShares Trust | 0,07% | 3 129 SH | 11 września 2026 | Dziennie |
| IVW · iShares Trust | 0,07% | 198 534 SH | 11 września 2026 | Dziennie |
| DFSU · Dimensional ETF Trust | 0,07% | 7 596 NS | 31 lipca 2026 | N-PORT |
| XVV · iShares Trust | 0,07% | 1 721 SH | 11 września 2026 | Dziennie |
| PBP · Invesco Exchange-Traded Fund Trust | 0,07% | 892 SH | 1 października 2026 | Dziennie |
| IUSG · iShares Trust | 0,07% | 82 937 SH | 11 września 2026 | Dziennie |
| GLOF · iShares Trust | 0,07% | 505 SH | 11 września 2026 | Dziennie |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,06% | 25 279 SH | 1 października 2026 | Dziennie |
| QLC · FlexShares Trust | 0,06% | 3 136 NS | 31 lipca 2026 | N-PORT |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,06% | 2 041 SH | 1 października 2026 | Dziennie |
| IVV · iShares Trust | 0,06% | 1 892 643 SH | 11 września 2026 | Dziennie |
| ILCB · iShares Trust | 0,06% | 2 917 SH | 11 września 2026 | Dziennie |
| DFUV · Dimensional ETF Trust | 0,06% | 42 767 NS | 31 lipca 2026 | N-PORT |
| IWB · iShares Trust | 0,06% | 103 992 SH | 11 września 2026 | Dziennie |
| IYY · iShares Trust | 0,06% | 6 387 SH | 11 września 2026 | Dziennie |
| XTR · Global X Funds | 0,06% | 13 NS | 31 lipca 2026 | N-PORT |
| PHDG · Invesco Actively Managed Exchange-T… | 0,06% | 119 SH | 1 października 2026 | Dziennie |
| ITOT · iShares Trust | 0,05% | 197 083 SH | 11 września 2026 | Dziennie |
| IWV · iShares Trust | 0,05% | 40 826 SH | 11 września 2026 | Dziennie |
| XCLR · Global X Funds | 0,05% | 9 NS | 31 lipca 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0,05% | 120 217 NS | 31 lipca 2026 | N-PORT |
| IVE · iShares Trust | 0,05% | 95 367 SH | 11 września 2026 | Dziennie |
| VOOG · VANGUARD ADMIRAL FUNDS | 0,05% | 69 230 SH | 19 sierpnia 2026 | Dziennie |
| ESGV · VANGUARD WORLD FUND | 0,05% | 33 754 SH | 19 sierpnia 2026 | Dziennie |
| TOV · EA Series Trust | 0,05% | 631 NS | 31 lipca 2026 | N-PORT |
| XYLD · Global X Funds | 0,05% | 7 913 NS | 31 lipca 2026 | N-PORT |
| XRMI · Global X Funds | 0,05% | 122 NS | 31 lipca 2026 | N-PORT |
| XYLG · Global X Funds | 0,05% | 152 NS | 31 lipca 2026 | N-PORT |
| IUSV · iShares Trust | 0,05% | 50 157 SH | 11 września 2026 | Dziennie |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,05% | 20 670 NS | 31 lipca 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0,05% | 2 533 NS | 31 lipca 2026 | N-PORT |
| TOK · iShares Trust | 0,05% | 421 SH | 11 września 2026 | Dziennie |
| BKLC · BNY Mellon ETF Trust | 0,05% | 12 319 NS | 31 lipca 2026 | N-PORT |
| SPUU · Direxion Shares ETF Trust | 0,04% | 567 NS | 31 lipca 2026 | N-PORT |
| PTLC · Pacer Funds Trust | 0,04% | 6 892 NS | 31 lipca 2026 | N-PORT |
| QDPL · Pacer Funds Trust | 0,04% | 3 588 NS | 31 lipca 2026 | N-PORT |
| URTH · iShares, Inc. | 0,04% | 13 130 SH | 11 września 2026 | Dziennie |
| DFUS · Dimensional ETF Trust | 0,04% | 41 118 NS | 31 lipca 2026 | N-PORT |
| VOO · VANGUARD INDEX FUNDS | 0,04% | 3 899 674 SH | 19 sierpnia 2026 | Dziennie |
| VV · VANGUARD INDEX FUNDS | 0,04% | 171 439 SH | 19 sierpnia 2026 | Dziennie |
| VTI · VANGUARD INDEX FUNDS | 0,04% | 4 661 718 SH | 19 sierpnia 2026 | Dziennie |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,04% | 24 553 SH | 19 sierpnia 2026 | Dziennie |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,04% | 12 556 SH | 19 sierpnia 2026 | Dziennie |
| HCMT · Direxion Shares ETF Trust | 0,04% | 1 044 NS | 31 lipca 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,04% | 23 030 NS | 31 lipca 2026 | N-PORT |
| ACWI · iShares Trust | 0,04% | 46 905 SH | 11 września 2026 | Dziennie |
| SPXL · Direxion Shares ETF Trust | 0,04% | 11 740 NS | 31 lipca 2026 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0,03% | 10 959 SH | 1 października 2026 | Dziennie |
| VOXP · Advisors Series Trust | 0,03% | 9 NS | 31 lipca 2026 | N-PORT |
| VOOV · VANGUARD ADMIRAL FUNDS | 0,03% | 13 130 SH | 19 sierpnia 2026 | Dziennie |
| ACVF · ETF Opportunities Trust | 0,03% | 220 NS | 31 lipca 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,03% | 4 667 NS | 31 lipca 2026 | N-PORT |
| TILT · FlexShares Trust | 0,03% | 2 844 NS | 31 lipca 2026 | N-PORT |
| DFLV · Dimensional ETF Trust | 0,02% | 8 283 NS | 31 lipca 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,02% | 127 457 SH | 19 sierpnia 2026 | Dziennie |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,02% | 6 559 SH | 1 października 2026 | Dziennie |
VEEV Konsensus analityków Bycze i niedźwiedzie opinie analityków, 12-miesięczny cel cenowy, potencjał wzrostu
12-miesięczny cel cenowy
27 analityków · 2026-10-03Średnia cel $297.30 +8,8%
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 |
|---|---|---|---|---|---|---|
| VEEV | $33.40B | 37.5 | 16.3% | 28.4% | 13.1% | 75.5% |
| DOCS | $4.27B | 23.8 | 13.1% | 30.4% | 19.2% | 89.1% |
| WAY | $6.27B | 53.7 | 16.5% | 10.2% | 3.2% | · |
| HTFL | $2.49B | -9.2 | 39.9% | -66.3% | 39.3% | 76.8% |
| SDGR | · | -12.7 | 23.3% | -40.4% | -29.2% | 55.7% |
| CERT | $1.40B | -881.0 | 8.8% | -0.38% | -0.15% | · |
| GDRX | · | 30.1 | 0.57% | 3.8% | 4.8% | · |
| TDOC | $1.25B | -6.1 | -1.5% | -7.9% | -14.3% | · |
| HSTM | $682M | 37.8 | 4.3% | 6.0% | 5.2% | · |
| PHR | · | 335.8 | 14.5% | 0.48% | 0.73% | · |
Najnowsze wiadomości Najnowsze nagłówki wspominające o tej firmie
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