MSCI MSCI Inc. Common Stock
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MSCI Inc. (formerly Morgan Stanley Capital International) is an American finance company headquartered in New York City. MSCI is a global provider of equity, fixed income, real estate indices, multi-asset portfolio analysis tools, ESG and climate finance products. It operates the MSCI World, MSCI Emerging Markets, and MSCI All Country World (ACWI) indices, among others.
The company is headquartered at 7 World Trade Center in Manhattan. Its business primarily consists of licensing its indices to index funds, such as exchange-traded funds (ETFs), which pay a fee of around 0.02 to 0.04 percent of the invested volume for the use of the index. As of 2025, funds worth over US$16.5 trillion were based on MSCI indices.
History
In 1968, Capital International published indices covering the global stock market for non-U.S. markets. In 1986, Morgan Stanley licensed the rights to the indices from Capital International and branded the indices as the Morgan Stanley Capital International (MSCI) indices. By the 1980s, the MSCI indices were the primary benchmark indices outside of the U.S. before being joined by FTSE, Citibank, and Standard & Poor's. After Dow Jones started float weighting its index funds, MSCI followed. In 2004, MSCI acquired Barra, Inc., to form MSCI Barra. In mid-2007, parent company Morgan Stanley decided to divest MSCI. This was followed by an initial public offering of a minority of stock in November 2007. The divestment was completed in 2009. The company is headquartered in New York City.
Some companies in MSCI's peer group include Glass Lewis, Factset, Sovereign Wealth Fund Institute, and S&P.
Acquisitions
In 2010, MSCI acquired RiskMetrics Group, Inc. and Measurisk.
In 2012, MSCI acquired Investment Property Databank.
In 2013, MSCI acquired Investor Force from ICG Group (formerly Internet Capital Group).
In August 2014, MSCI acquired GMI Ratings.
In October 2019, MSCI acquired Carbon Delta, a Zurich-based climate change analytics company.
In September 2021, MSCI acquired Real Capital Analytics.
In August 2023, MSCI completed the acquisition of New Jersey–based private assets data provider, Burgiss Group for $697 million.
Collaborations
In October 2021, MSCI and Cboe Global Markets signed a licensing agreement that would see MSCI grow its options product suite and allow them to work on other projects as well.
In April 2022, MSCI entered into a collaboration with MarketAxess to incorporate MSCI's environmental, social, and governance (ESG) data and MarketAxess' pricing and liquidity indicators into fixed income indices in order to construct portfolios based on this data.
Indices
The MSCI global equity indices have been calculated since 1969 and include MSCI World and MSCI EAFE. Initially, the company used eight factors in developing its indices: momentum, volatility, value, size, growth, size nonlinearity, liquidity, and financial leverage. Several of the indices in the series are used by BlackRock as bases of their mutual funds and ETFs.
Inclusion of Chinese A-shares
In 2018 MSCI began including Chinese A-shares in its MSCI Emerging Markets Index. Initially the domestic Chinese companies received a 5% weighting in the index. MSCI is the last major index provider to include the companies, but some investors have questioned the risk as many Chinese listed companies refuse to permit the Public Company Accounting Oversight Board to inspect their financial records. The action of including Chinese stocks into MSCI EM Index also received criticism and questions from Senator Marco Rubio and some others regarding the U.S. national security.
In February 2019, The Wall Street Journal reported the decision was the result of pressure from the Chinese government according to people familiar with the matter. The New York Times reported that "The Chinese government long sought MSCI inclusion because it could help establish Shanghai and Shenzhen as global financial centers." MSCI chief executive and chairman Henry Fernandez stated there was "zero politics" behind the decision. In March 2019, CNBC reported that MSCI have a future plan of inclusion based on market capitalization of mainland Chinese shares in its global benchmarks, which will eventually lead to ca. 40% weights of its global emerging markets index.
In April 2020, it was reported that Donald Trump was considering an executive action to prohibit the Thrift Savings Plan from transferring $50 billion to mirror the MSCI All Country World Index fund. In December 2020, MSCI announced that it would strip its indices of seven Chinese companies in response to Executive Order 13959.
Although the A share full inclusion plan was noted by investors years ago, full inclusion had not been realized as of 2021.
In November 2022, a study by Sheffield Hallam University and Hong Kong Watch identified three major stock indices provided by MSCI that include at least 13 companies allegedly involved in forced labor and mass surveillance of Uyghurs.
In August 2023, the United States House Select Committee on Strategic Competition between the United States and the Chinese Communist Party announced an investigation into MSCI's investments in China. The committee concluded that MSCI channeled $3.7 billion into blacklisted entities in 2023.
Fonte: Wikipedia (Inglês), CC BY-SA 4.0 · Ver na Wikipedia ↗
Desempenho de 10 Anos Tendências de receita, lucro líquido, margens e EPS
Avaliação Rácios P/E, P/S, P/B, EV/EBITDA — a ação está cara ou barata?
| Métrica | Tendência de 5 anos | MSCI | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| P/E (TTM) | 32.0média 5A ≈46.5 | ≈46.5 | 23.5 | Sobreavaliado | |
| P/S (TTM) | 12.6média 5A ≈17.7 | ≈17.7 | 5.9 | Sobreavaliado | |
| P/B (MRQ) | -14.4média 5A ≈-94.4 | ≈-94.4 | · | · | |
| EV / EBITDA | 28.6média 5A ≈35.3 | ≈35.3 | 22.7 | Sobreavaliado | |
| Preço / FCF (TTM) | 27.6média 5A ≈37.0 | ≈37.0 | · | · | |
| Preço / Fluxo de Caixa (TTM) | 26.9média 5A ≈36.3 | ≈36.3 | 23.1 | Sobreavaliado | |
| EV / Revenue (EV / Receita) | 15.9média 5A ≈19.3 | ≈19.3 | · | · | |
| EV / FCF | 32.1média 5A ≈40.2 | ≈40.2 | · | · | |
| Preço / Valor Patrimonial Tangível (MRQ) | -11.1 | · | · | · | |
| PEG Ratio | ≈1.9 | · | · | · |
A mediana dos pares é calculada em uma base padronizada por métrica e pode não corresponder sempre à base TTM/MRQ mostrada para esta ação.
Lucratividade Margens bruta, operacional e líquida; ROE, ROA, ROIC
| Métrica | Tendência de 5 anos | MSCI | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Margem Operacional (TTM) | 55.7%média 5A ≈53.8% | ≈53.8% | 41.1% | Primeira linha | |
| Margem EBITDA (TTM) | 56.4%média 5A ≈54.8% | ≈54.8% | 41.1% | Primeira linha | |
| Margem de Impostos Pré-Tributação (TTM) | 47.3%média 5A ≈47.5% | ≈47.5% | 38.7% | Primeira linha | |
| Margem de Lucro Líquido (TTM) | 40.3%média 5A ≈39.4% | ≈39.4% | 27.9% | Primeira linha | |
| ROA (TTM) | 25.2%média 5A ≈19.0% | ≈19.0% | 8.9% | Primeira linha | |
| ROE (TTM) | -56.1%média 5A ≈-147.7% | ≈-147.7% | 14.3% | Fraco | |
| ROIC | 38.9%média 5A ≈31.2% | ≈31.2% | 11.4% | Primeira linha |
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
| Métrica | Tendência de 5 anos | MSCI | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido (MRQ) | -2.2média 5A ≈-8.6 | ≈-8.6 | 0.7 | Baixa dívida | |
| Índice de liquidez corrente (MRQ) | 0.8média 5A ≈1.2 | ≈1.2 | 1.0 | Baixa liquidez | |
| Quick Ratio (Índice de Liquidez Seca) | 0.3média 5A ≈0.8 | ≈0.8 | 0.4 | Baixa liquidez | |
| Dívida de Longo Prazo / Patrimônio Líquido (MRQ) | -2.2média 5A ≈-8.6 | ≈-8.6 | 0.5 | Baixa dívida |
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
| Métrica | Tendência de 5 anos | MSCI | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Revenue YoY (Receita Ano a Ano) | 9.8%média 5A ≈13.1% | ≈13.1% | · | · | |
| Revenue CAGR 3Y (CAGR Receita 3A) | 11.7%média 5A ≈12.6% | ≈12.6% | · | · | |
| Revenue CAGR 5Y (CAGR Receita 5A) | 13.1% | · | · | · | |
| EPS YoY | 11.7%média 5A ≈17.8% | ≈17.8% | · | · | |
| Net Income YoY (Lucro Líquido Ano a Ano) | 8.4%média 5A ≈15.5% | ≈15.5% | · | · | |
| EPS CAGR 3Y (CAGR de LPA 3A) | 13.5%média 5A ≈19.1% | ≈19.1% | · | · | |
| EPS CAGR 5Y (CAGR de LPA 5A) | 17.1% | · | · | · | |
| Net Income CAGR 3Y (CAGR de Lucro Líquido 3A) | 11.4%média 5A ≈16.9% | ≈16.9% | · | · | |
| Net Income CAGR 5Y (CAGR de Lucro Líquido 5A) | 14.8% | · | · | · |
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
| Métrica | Tendência de 5 anos | MSCI | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Asset Turnover (Giro do Ativo) | 0.6média 5A ≈0.5 | ≈0.5 | 0.3 | Primeira linha | |
| Revenue / Employee (Receita anual ÷ funcionários (número de funcionários reportado, yfinance). Derivado — não é um conceito SEC-XBRL armazenado.) | ≈$500.8K | · | · | · |
valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana
Dividendos Rendimento, índice de pagamento, histórico de dividendos, CAGR de 5 anos
| Data ex | Valor | Moeda | Rendimento |
|---|---|---|---|
| Ago 14, 2026 | $2,05 | USD | ≈1.4% |
| Mai 15, 2026 | $2,05 | USD | ≈1.4% |
| Fev 13, 2026 | $2,05 | USD | ≈1.4% |
| Nov 14, 2025 | $1,80 | USD | ≈1.3% |
| Ago 15, 2025 | $1,80 | USD | ≈1.3% |
| Mai 16, 2025 | $1,80 | USD | ≈1.2% |
| Fev 14, 2025 | $1,80 | USD | ≈1.2% |
| Nov 15, 2024 | $1,60 | USD | ≈1.1% |
| Ago 16, 2024 | $1,60 | USD | ≈1.1% |
| Mai 16, 2024 | $1,60 | USD | ≈1.2% |
| Fev 15, 2024 | $1,60 | USD | ≈1.00% |
| Nov 8, 2023 | $1,38 | USD | ≈1.1% |
| Ago 10, 2023 | $1,38 | USD | ≈0.99% |
| Mai 11, 2023 | $1,38 | USD | ≈1.1% |
| Fev 16, 2023 | $1,38 | USD | ≈0.89% |
| Nov 9, 2022 | $1,25 | USD | ≈0.98% |
| Ago 11, 2022 | $1,25 | USD | ≈0.87% |
| Mai 12, 2022 | $1,04 | USD | ≈1.1% |
| Fev 17, 2022 | $1,04 | USD | ≈0.73% |
| Nov 10, 2021 | $1,04 | USD | ≈0.57% |
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
| Período | Relatório | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|---|
| 30 de Setembro de 2026 | Out 20, 2026 | $5.11 | $5.12 | -0.20% |
| 30 de Junho de 2026 | Jul 21, 2026 | $4.94 | $5.04 | -1.9% |
| 31 de Março de 2026 | $4.55 | $4.53 | 0.37% | |
| 31 de Dezembro de 2025 | $4.66 | $4.66 | -0.04% | |
| 30 de Setembro de 2025 | $4.47 | $4.46 | 0.20% | |
| 30 de Junho de 2025 | $4.17 | $4.22 | -1.3% | |
| 31 de Março de 2025 | $4.00 | $3.99 | 0.18% |
Fundamentos Completos Todas as métricas por ano — demonstração de resultados, balanço patrimonial, fluxo de caixa
Demonstração de Resultados
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $3.13B | $2.86B | $2.53B | $2.25B | $2.04B | $1.70B | $1.56B | $1.43B | $1.27B | $1.15B | $1.08B | $997M | |
| Cost of Revenue | · | · | · | · | · | $292M | $295M | $287M | $274M | $252M | $268M | $277M | |
| R&D Expense | $178M | $159M | $132M | $107M | $112M | $101M | $98M | $81M | $76M | $75M | $77M | $71M | |
| SG&A Expense | $180M | $182M | $154M | $147M | $148M | $115M | $110M | $100M | $88M | $87M | $86M | $76M | |
| Operating Expenses | $1.42B | $1.33B | $1.14B | $1.04B | $971M | $811M | $802M | $747M | $694M | $663M | $671M | $660M | |
| Operating Income | $1.71B | $1.53B | $1.38B | $1.21B | $1.07B | $885M | $756M | $687M | $580M | $488M | $404M | $337M | |
| Interest Expense | · | · | $187M | $172M | $160M | $156M | $148M | $133M | $116M | $102M | $62M | $32M | |
| Interest Income | $16M | $21M | $34M | $12M | $1M | $5M | $16M | $20M | $6M | $3M | $1M | $851.0K | |
| Other Non-op | $-25M | $-8M | $-6M | $-4M | $-56M | $-47M | $-21M | $56M | $-3M | $-3M | $7M | $2M | |
| Pretax Income | $1.49B | $1.36B | $1.37B | $1.04B | $858M | $686M | $603M | $630M | $467M | $386M | $350M | $308M | |
| Income Tax | $292M | $247M | $220M | $173M | $132M | $84M | $40M | $122M | $163M | $125M | $120M | $109M | |
| Net Income | $1.20B | $1.11B | $1.15B | $871M | $726M | $602M | $564M | $508M | $304M | $261M | $224M | $284M | |
| EPS (Basic) | $15.72 | $14.09 | $14.45 | $10.78 | $8.80 | $7.19 | $6.66 | $5.83 | $3.36 | $2.72 | $2.05 | $2.45 | |
| EPS (Diluted) | $15.69 | $14.05 | $14.39 | $10.72 | $8.70 | $7.12 | $6.59 | $5.66 | $3.31 | $2.70 | $2.03 | $2.43 | |
| Shares (Basic) | 76,504,000 | 78,710,000 | 79,462,000 | 80,746,000 | 82,508,000 | 83,716,000 | 84,644,000 | 87,179,000 | 90,336,000 | 95,986,000 | 109,124,000 | 115,737,000 | |
| Shares (Diluted) | 76,636,000 | 78,960,000 | 79,843,000 | 81,215,000 | 83,479,000 | 84,517,000 | 85,536,000 | 89,701,000 | 91,914,000 | 96,540,000 | 109,926,000 | 116,706,000 | |
| EBITDA | $1.74B | $1.55B | $1.41B | $1.23B | $1.10B | $915M | $786M | $718M | $615M | $522M | $435M | $363M |
Balanço Patrimonial
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $515M | $409M | $462M | $994M | $1.42B | $1.30B | $1.51B | $904M | $890M | $792M | $778M | $509M | |
| Receivables | · | · | · | $663M | $665M | $559M | $499M | $473M | $328M | $222M | $208M | $179M | |
| Prepaid Expense | $74M | $66M | $58M | $55M | $51M | $46M | $44M | $38M | $35M | $30M | $31M | $31M | |
| Current Assets | $1.64B | $1.34B | $1.42B | $1.75B | $2.14B | $1.93B | $2.08B | $1.44B | $1.27B | $1.06B | $1.06B | $769M | |
| PP&E (Net) | $87M | $71M | $56M | $54M | $67M | $80M | $91M | $91M | $94M | $96M | $99M | $94M | |
| PP&E (Gross) | $268M | $251M | $268M | $252M | $253M | $262M | $259M | $276M | $266M | $232M | $214M | $187M | |
| Accum. Depreciation | $181M | $180M | $212M | $198M | $186M | $181M | $169M | $186M | $171M | $137M | $115M | $93M | |
| Goodwill | $2.92B | $2.92B | $2.89B | $2.23B | $2.24B | $1.57B | $1.56B | $1.55B | $1.56B | $1.56B | $1.57B | $1.56B | |
| Intangibles | $832M | $908M | $956M | $559M | $593M | $235M | $261M | $281M | $322M | $348M | $391M | $434M | |
| Other Non-current Assets | $56M | $48M | $44M | $37M | $63M | $24M | $20M | $21M | $20M | $18M | $18M | $17M | |
| Total Assets | $5.70B | $5.45B | $5.52B | $5.00B | $5.51B | $4.20B | $4.20B | $3.39B | $3.28B | $3.08B | $3.15B | $2.88B | |
| Accounts Payable | $15M | $15M | $10M | $15M | $13M | $14M | $6M | $4M | $2M | $568.0K | $3M | $3M | |
| Accrued Liabilities | · | · | · | · | · | · | · | · | · | $83M | $61M | $48M | |
| Current Liabilities | $1.83B | $1.59B | $1.52B | $1.25B | $1.25B | $1.02B | $901M | $809M | $608M | $537M | $498M | $473M | |
| Capital Leases | $108M | $121M | $120M | $132M | $150M | $152M | $164M | · | · | · | · | · | |
| Deferred Tax | $102M | $48M | $27M | $29M | $4M | $13M | $67M | $82M | $78M | $94M | $111M | $138M | |
| Other Non-current Liabilities | $116M | $120M | $97M | $91M | $104M | $88M | $78M | $88M | $111M | $59M | $57M | $51M | |
| Total Liabilities | $8.36B | $6.39B | $6.26B | $6.01B | $5.67B | $4.64B | $4.28B | $3.55B | $2.87B | $2.76B | $2.25B | $1.45B | |
| Long-term Debt | $6.20B | $4.51B | $4.51B | $4.51B | $4.16B | $3.37B | · | · | · | · | · | $788M | |
| Total Debt | $6.20B | $4.51B | $4.51B | $4.51B | $4.16B | $3.37B | $3.07B | $2.58B | $2.08B | $2.08B | $1.58B | $800M | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | |
| Retained Earnings | $5.43B | $4.78B | $4.18B | $3.47B | $2.98B | $2.55B | $2.20B | $1.86B | $1.51B | $1.32B | $1.16B | $1.02B | |
| Treasury Stock | $9.83B | $7.33B | $6.45B | $5.94B | $4.54B | $4.34B | $3.57B | $3.27B | $2.32B | $2.17B | $1.40B | $588M | |
| AOCI | $-52M | $-71M | $-61M | $-60M | $-59M | $-59M | $-63M | $-58M | $-48M | $-61M | $-36M | $-25M | |
| Stockholders' Equity | $-2.65B | $-940M | $-740M | $-1.01B | $-163M | $-443M | $-77M | $-166M | $401M | $318M | $901M | $1.43B | |
| Liabilities + Equity | $5.70B | $5.45B | $5.52B | $5.00B | $5.51B | $4.20B | $4.20B | $3.39B | $3.28B | $3.08B | $3.15B | $2.88B | |
| Shares Outstanding | 73,600,000 | 77,744,588 | 79,091,212 | 79,959,989 | 82,439,449 | 82,573,407 | 84,794,930 | 84,174,138 | 90,104,885 | 91,279,590 | 101,013,148 | 112,072,469 |
Fluxo de Caixa
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $23M | $17M | $21M | $27M | $29M | $30M | $30M | $31M | $35M | $34M | $31M | $26M | |
| Stock-based Comp | $111M | $95M | $72M | $58M | $55M | $51M | $41M | $39M | $37M | $32M | $29M | $27M | |
| Deferred Tax | $47M | $16M | $-15M | $36M | $-111M | $-56M | $-21M | $-780.0K | $-19M | $-17M | $-10M | $-8M | |
| Amort. of Intangibles | $169M | $164M | $114M | $91M | $81M | $57M | $49M | $54M | $45M | $47M | $47M | $46M | |
| Other Non-cash | $205M | $264M | $10M | $103M | $238M | $184M | $95M | $35M | $47M | $125M | $33M | $-26M | |
| Operating Cash Flow | $1.59B | $1.50B | $1.24B | $1.10B | $936M | $811M | $710M | $613M | $404M | $442M | $321M | $306M | |
| CapEx | $39M | $34M | $23M | $14M | $14M | $22M | $29M | $30M | $33M | $32M | $41M | $43M | |
| Investing Cash Flow | $-130M | $-144M | $-819M | $-79M | $-1.04B | $-242M | $-72M | $35M | $-48M | $-42M | $-49M | $297M | |
| Debt Issued | · | · | · | $355M | $1.80B | $1.41B | $1.00B | $500M | · | $500M | $800M | $800M | |
| Net Debt Issued | · | · | · | $348M | $752M | $263M | $487M | $500M | · | $500M | $800M | $-10M | |
| Stock Repurchased | $2.48B | $885M | $504M | $1.40B | $198M | $779M | $292M | $950M | $150M | $775M | $701M | $410M | |
| Net Stock Activity | $-2.48B | $-885M | $-504M | $-1.40B | $-198M | $-779M | $-292M | $-950M | $-150M | $-775M | $-701M | $-410M | |
| Dividends Paid | $557M | $509M | $441M | $373M | $302M | $246M | $223M | $171M | $120M | $96M | $88M | $20M | |
| Financing Cash Flow | $-1.36B | $-1.40B | $-954M | $-1.43B | $230M | $-779M | $-37M | $-626M | $-268M | $-373M | $5M | $-442M | |
| Net Change in Cash | $106M | $-52M | $-532M | $-428M | $121M | $-206M | $602M | $15M | $98M | $14M | $269M | $150M | |
| Taxes Paid | $222M | $201M | $240M | $181M | $223M | $114M | $73M | $143M | $129M | $98M | $130M | $120M | |
| Free Cash Flow | $1.55B | $1.47B | $1.21B | $1.08B | $923M | $789M | $680M | $583M | $371M | $402M | $265M | $263M | |
| Levered FCF | · | · | $1.06B | $939M | $788M | $652M | $542M | $475M | $295M | $334M | $224M | $242M |
Lucratividade
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 54.7% | 53.5% | 54.8% | 53.7% | 52.5% | 52.2% | 48.5% | 47.9% | 45.5% | 42.4% | 37.6% | 33.8% | |
| Net Margin | 38.4% | 38.8% | 45.4% | 38.7% | 35.5% | 35.5% | 36.2% | 35.4% | 23.9% | 22.7% | 20.8% | 28.5% | |
| Pretax Margin | 47.7% | 47.5% | 54.1% | 46.4% | 42.0% | 40.5% | 38.7% | 43.9% | 36.6% | 33.5% | 32.5% | 30.9% | |
| EBITDA Margin | 55.4% | 54.1% | 55.6% | 54.9% | 53.9% | 53.9% | 50.4% | 50.1% | 48.2% | 45.4% | 40.4% | 36.4% | |
| ROA | 21.6% | 20.2% | 21.9% | 16.6% | 15.0% | 14.3% | 14.8% | 15.2% | 9.6% | 8.4% | 7.4% | 9.4% | |
| ROE | -67.9% | -131.2% | -128.4% | -83.5% | -327.4% | -145.0% | -502.0% | 479.3% | 84.6% | 42.8% | 19.2% | 19.0% | |
| ROIC | 38.9% | 35.0% | 30.8% | 28.7% | 22.7% | 26.5% | 23.6% | 23.0% | 15.2% | 13.8% | 10.7% | 9.7% |
Liquidez e Solvência
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | 0.8 | 0.9 | 1.4 | 1.7 | 1.9 | 2.3 | 1.8 | 2.1 | 2.0 | 2.1 | 1.6 | |
| Quick Ratio | 0.3 | 0.3 | 0.3 | 1.3 | 1.7 | 1.8 | 2.2 | 1.7 | 2.0 | 1.9 | 2.0 | 1.5 | |
| Debt / Equity | -2.3 | -4.8 | -6.1 | -4.5 | -25.5 | -7.6 | -40.0 | -15.5 | 5.2 | 6.5 | 1.8 | 0.6 | |
| LT Debt / Equity | -2.3 | -4.8 | -6.1 | -4.5 | -25.5 | -7.6 | -40.0 | -15.5 | 5.2 | 6.5 | 1.8 | 0.6 | |
| Interest Coverage | · | · | 7.4 | 7.0 | 6.7 | 5.7 | 5.1 | 5.2 | 5.0 | 4.8 | 6.5 | 10.6 |
Eficiência
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.6 | 0.5 | 0.5 | 0.4 | 0.4 | 0.4 | 0.4 | 0.4 | 0.4 | 0.4 | 0.4 | 0.3 | |
| Receivables Turnover | · | · | · | 3.4 | 3.3 | 3.2 | 3.2 | 3.6 | 4.6 | 5.4 | 5.6 | 5.7 |
Por Ação
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $-36.09 | $-12.09 | $-9.35 | $-12.61 | $-1.98 | $-5.37 | $-0.90 | $-1.98 | $4.45 | $3.48 | $8.92 | $12.78 | |
| Revenue / Share | $40.90 | $36.17 | $31.67 | $27.69 | $24.48 | $20.06 | $18.21 | $15.99 | $13.86 | $11.92 | $9.78 | $8.54 | |
| Cash Flow / Share | $20.73 | $19.02 | $15.48 | $13.49 | $11.21 | $9.60 | $8.29 | $6.83 | $4.40 | $4.50 | $2.78 | $2.62 | |
| Cash / Share | $7.01 | $5.27 | $5.84 | $12.43 | $17.24 | $15.75 | $17.77 | $10.74 | $9.87 | $8.67 | $7.70 | $4.54 | |
| Dividend / Share | $7.20 | $6.40 | $5.52 | $4.58 | $3.64 | $2.92 | $2.52 | $1.92 | $1.32 | $1.00 | $0.80 | $0.18 | |
| Dividend Paid / Share | · | · | · | · | · | · | · | · | · | · | $0.80 | · | |
| EPS (TTM) | $15.69 | $14.05 | $14.39 | $10.72 | $8.70 | $7.12 | $6.59 | $5.66 | $3.31 | $2.70 | $2.03 | $2.43 |
Taxas de Crescimento
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.8% | 12.9% | 12.5% | 10.0% | 20.5% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 11.7% | 11.8% | 14.3% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 13.1% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 11.7% | -2.4% | 34.2% | 23.2% | 22.2% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 13.5% | 17.3% | 26.4% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 17.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 8.4% | -3.4% | 31.9% | 19.9% | 20.6% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 11.4% | 15.2% | 24.0% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 14.8% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 17.7% | · | · | · | · | · | · | · | · | · | · | · |
Avaliação (TTM)
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.13B | $2.86B | $2.53B | $2.25B | $2.04B | $1.70B | $1.56B | $1.43B | $1.27B | $1.15B | $1.08B | $997M | |
| Net Income TTM | $1.20B | $1.11B | $1.15B | $871M | $726M | $602M | $564M | $508M | $304M | $261M | $224M | $284M | |
| Market Cap | $42.21B | $46.65B | $44.74B | $37.19B | $50.51B | $36.87B | $21.89B | $12.41B | $11.40B | $7.19B | $7.29B | $5.32B | |
| Enterprise Value | $47.89B | $50.75B | $48.78B | $40.71B | $53.25B | $38.94B | $23.46B | $14.08B | $12.59B | $8.47B | $8.09B | $5.61B | |
| P/E | 36.6 | 42.7 | 39.3 | 43.4 | 70.4 | 62.7 | 39.2 | 26.0 | 38.2 | 29.2 | 35.5 | 19.5 | |
| P/S | 13.5 | 16.3 | 17.7 | 16.5 | 24.7 | 21.7 | 14.1 | 8.7 | 8.9 | 6.2 | 6.8 | 5.3 | |
| P/B | -15.9 | -49.6 | -60.5 | -36.9 | -309.0 | -83.2 | -285.4 | -74.5 | 28.4 | 22.6 | 8.1 | 3.7 | |
| P / Cash Flow | 26.6 | 31.1 | 36.2 | 34.0 | 54.0 | 45.5 | 30.9 | 20.3 | 28.2 | 16.5 | 23.8 | 17.4 | |
| P / FCF | 27.2 | 31.8 | 36.9 | 34.4 | 54.7 | 46.7 | 32.2 | 21.3 | 30.7 | 17.9 | 27.5 | 20.2 | |
| EV / EBITDA | 27.6 | 32.8 | 34.7 | 33.0 | 48.3 | 42.6 | 29.9 | 19.6 | 20.5 | 16.2 | 18.6 | 15.4 | |
| EV / FCF | 30.9 | 34.6 | 40.2 | 37.6 | 57.7 | 49.3 | 34.5 | 24.2 | 33.9 | 21.1 | 30.5 | 21.3 | |
| EV / Revenue | 15.3 | 17.8 | 19.3 | 18.1 | 26.1 | 23.0 | 15.1 | 9.8 | 9.9 | 7.4 | 7.5 | 5.6 | |
| Dividend Yield | 1.3% | 1.1% | 0.99% | 1.0% | 0.60% | 0.67% | 1.0% | 1.4% | 1.1% | 1.3% | 1.2% | 0.38% | |
| Earnings Yield | 2.7% | 2.3% | 2.5% | 2.3% | 1.4% | 1.6% | 2.5% | 3.8% | 2.6% | 3.4% | 2.8% | 5.1% | |
| Payout Ratio | 46.3% | 45.9% | 38.4% | 42.8% | 41.7% | 40.9% | 39.6% | 33.7% | 39.4% | 36.9% | 39.3% | 7.2% | |
| Annual Payout | $557M | $509M | $441M | $373M | $302M | $246M | $223M | $171M | $120M | $96M | $88M | $20M |
Demonstração de Resultados
| Métrica | Tendência | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $892M | $867M | $851M | $823M | $793M | $773M | $746M | $744M | $725M | $708M | $680M | $690M | $625M | $621M | $592M | $576M | |
| R&D Expense | $48M | $46M | $50M | $41M | $45M | $44M | $48M | $38M | $39M | $41M | $41M | $39M | $31M | $30M | $31M | $29M | |
| SG&A Expense | $48M | $46M | $69M | $43M | $42M | $38M | $57M | $44M | $42M | $40M | $57M | $40M | $37M | $36M | $41M | $34M | |
| Operating Expenses | $390M | $380M | $394M | $359M | $346M | $347M | $369M | $338M | $323M | $325M | $341M | $319M | $272M | $275M | $278M | $267M | |
| Operating Income | $502M | $488M | $457M | $464M | $448M | $425M | $377M | $405M | $401M | $383M | $339M | $371M | $353M | $346M | $315M | $309M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | $47M | · | $47M | $47M | $46M | · | |
| Interest Income | $3M | $2M | $3M | $4M | $5M | $3M | $4M | $4M | $5M | $6M | $6M | $3M | $10M | $10M | $10M | $7M | |
| Other Non-op | $-2M | $-2M | $-1M | $-15M | $-3M | $-4M | $-3M | $-246.0K | $-3M | $-2M | $-3M | $-2M | $935.0K | $-3M | $-2M | $-4M | |
| Pretax Income | $428M | $417M | $389M | $389M | $396M | $378M | $331M | $363M | $357M | $340M | $296M | $468M | $318M | $307M | $276M | $266M | |
| Income Tax | $77M | $75M | $-17M | $104M | $71M | $74M | $42M | $58M | $76M | $73M | $40M | $64M | $58M | $60M | $38M | $51M | |
| Net Income | $351M | $342M | $406M | $285M | $325M | $304M | $289M | $306M | $281M | $267M | $256M | $403M | $260M | $247M | $239M | $215M | |
| EPS (Basic) | $4.87 | $4.70 | $5.54 | $3.82 | $4.26 | $3.92 | $3.72 | $3.91 | $3.58 | $3.37 | $3.23 | $5.09 | $3.28 | $3.10 | $2.98 | $2.69 | |
| EPS (Diluted) | $4.86 | $4.69 | $5.53 | $3.81 | $4.25 | $3.92 | $3.71 | $3.89 | $3.57 | $3.37 | $3.22 | $5.06 | $3.27 | $3.09 | $2.97 | $2.67 | |
| Shares (Basic) | 72,100,000 | 72,800,000 | 73,300,000 | · | 76,500,000 | 77,400,000 | 77,600,000 | · | 78,499,000 | 79,085,000 | 79,195,000 | · | 79,116,000 | 79,592,000 | 80,041,000 | · | |
| Shares (Diluted) | 72,300,000 | 72,900,000 | 73,400,000 | · | 76,600,000 | 77,500,000 | 77,800,000 | · | 78,729,000 | 79,245,000 | 79,508,000 | · | 79,500,000 | 79,905,000 | 80,482,000 | · | |
| EBITDA | $502M | $488M | $463M | · | $448M | $425M | $382M | · | $401M | $383M | $343M | · | $353M | $346M | $320M | · |
Balanço Patrimonial
| Métrica | Tendência | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $261M | $356M | $385M | $515M | $400M | $347M | $361M | $409M | $501M | $451M | $519M | · | $929M | $792M | $1.08B | · | |
| Prepaid Expense | $87M | $91M | $82M | $73M | $67M | $65M | $73M | $66M | $64M | $56M | $56M | · | $53M | $49M | $55M | · | |
| Current Assets | $1.30B | $1.44B | $1.39B | $1.64B | $1.31B | $1.27B | $1.24B | $1.34B | $1.29B | $1.32B | $1.36B | · | $1.64B | $1.52B | $1.81B | · | |
| PP&E (Net) | $99M | $93M | $87M | $87M | $83M | $86M | $86M | $71M | $62M | $64M | $56M | · | $58M | $61M | $59M | · | |
| PP&E (Gross) | · | · | · | $268M | · | · | · | $251M | $242M | $248M | $244M | · | $268M | $269M | $262M | · | |
| Accum. Depreciation | · | · | · | $181M | · | · | · | $180M | $180M | $184M | $189M | · | $210M | $208M | $203M | · | |
| Goodwill | $3.05B | $2.97B | $2.96B | $2.92B | $2.92B | $2.93B | $2.92B | $2.92B | $2.92B | $2.91B | $2.89B | $2.89B | $2.23B | $2.23B | $2.23B | $2.23B | |
| Intangibles | $899M | $856M | $851M | $833M | $850M | $869M | $887M | $908M | $931M | $949M | $948M | · | $536M | $546M | $551M | · | |
| Other Non-current Assets | $53M | $56M | $57M | $56M | $67M | $62M | $58M | $48M | $50M | $49M | $48M | · | $39M | $37M | $41M | · | |
| Total Assets | $5.60B | $5.60B | $5.55B | $5.70B | $5.39B | $5.37B | $5.34B | $5.45B | $5.41B | $5.46B | $5.48B | · | $4.87B | $4.76B | $5.06B | · | |
| Accounts Payable | $6M | $17M | $10M | $15M | $16M | $12M | $11M | $15M | $9M | $13M | $12M | · | $10M | $7M | $11M | · | |
| Current Liabilities | $1.57B | $1.61B | $1.61B | $1.83B | $1.48B | $1.47B | $1.47B | $1.59B | $1.38B | $1.38B | $1.37B | · | $1.20B | $1.22B | $1.21B | · | |
| Capital Leases | $149M | $139M | $144M | $108M | $112M | $115M | $118M | $121M | $124M | $131M | $135M | · | $122M | $127M | $131M | · | |
| Deferred Tax | $30M | $28M | $25M | $102M | $83M | $52M | $52M | $48M | $61M | $70M | $18M | · | $4M | $18M | $27M | · | |
| Other Non-current Liabilities | $141M | $139M | $134M | $116M | $119M | $109M | $119M | $120M | $112M | $106M | $100M | · | $84M | $92M | $91M | · | |
| Total Liabilities | $8.61B | $8.29B | $8.32B | $8.36B | $7.31B | $6.26B | $6.30B | $6.39B | $6.16B | $6.19B | $6.13B | · | $5.91B | $5.96B | $5.96B | · | |
| Long-term Debt | $6.72B | $6.38B | $6.40B | $6.20B | $5.51B | $4.51B | $4.55B | $4.51B | $4.48B | $4.51B | $4.51B | · | $4.51B | $4.51B | $4.51B | · | |
| Total Debt | $6.72B | $6.38B | $6.40B | · | $5.51B | $4.51B | $4.55B | · | $4.48B | $4.51B | $4.51B | · | $4.51B | $4.51B | $4.51B | · | |
| Common Stock | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | · | $1M | $1M | $1M | · | |
| Retained Earnings | $6.08B | $5.88B | $5.68B | $5.43B | $5.28B | $5.09B | $4.93B | $4.78B | $4.60B | $4.45B | $4.31B | · | $3.89B | $3.74B | $3.60B | · | |
| Treasury Stock | $10.96B | $10.40B | $10.25B | $9.83B | $8.92B | $7.68B | $7.55B | $7.33B | $6.96B | $6.76B | $6.52B | · | $6.45B | $6.43B | $5.98B | · | |
| AOCI | $-58M | $-57M | $-59M | $-52M | $-54M | $-50M | $-64M | $-71M | $-53M | $-65M | $-64M | · | $-61M | $-57M | $-57M | · | |
| Stockholders' Equity | $-3.02B | $-2.69B | $-2.77B | $-2.65B | $-1.92B | $-886M | $-959M | $-940M | $-751M | $-734M | $-651M | $-740M | $-1.05B | $-1.19B | $-901M | $-1.01B | |
| Liabilities + Equity | $5.60B | $5.60B | $5.55B | $5.70B | $5.39B | $5.37B | $5.34B | $5.45B | $5.41B | $5.46B | $5.48B | · | $4.87B | $4.76B | $5.06B | · | |
| Shares Outstanding | 71,700,000 | 72,700,000 | 72,900,000 | 73,563,183 | 75,180,647 | 77,365,235 | 77,601,766 | 77,744,588 | 78,371,202 | 78,749,685 | 79,224,049 | 79,091,212 | 79,091,098 | 79,126,903 | 80,063,044 | 79,959,989 |
Fluxo de Caixa
| Métrica | Tendência | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $6M | $6M | $6M | $7M | $6M | $5M | $5M | $4M | $4M | $4M | $4M | $5M | $5M | $5M | $5M | $6M | |
| Stock-based Comp | $28M | $25M | $48M | $26M | $23M | $23M | $40M | $23M | $19M | $19M | $34M | $16M | $18M | $16M | $21M | $12M | |
| Deferred Tax | · | · | · | · | · | · | · | $-16M | $-10M | $50M | $-8M | $16M | $-19M | $-10M | $-2M | $-23M | |
| Amort. of Intangibles | $45M | $44M | $42M | $41M | $41M | $44M | $44M | $43M | $42M | $41M | $39M | $37M | $27M | $26M | $25M | $24M | |
| Other Non-cash | · | · | $-153M | · | · | · | $-32M | · | · | · | $13M | · | · | · | $1M | · | |
| Operating Cash Flow | $436M | $371M | $307M | $501M | $449M | $336M | $302M | $431M | $422M | $349M | $300M | $389M | $291M | $292M | $264M | $315M | |
| CapEx | $13M | $11M | $3M | $12M | $4M | $11M | $12M | $14M | $7M | $9M | $4M | $4M | $4M | $9M | $6M | $6M | |
| Investing Cash Flow | $-167M | $-62M | $-70M | $-36M | $-26M | $-35M | $-33M | $-37M | $-28M | $-47M | $-32M | $-750M | $-21M | $-27M | $-22M | $-27M | |
| Stock Repurchased | $553M | $168M | $415M | $907M | $1.23B | $138M | $213M | $374M | $200M | $242M | $70M | $27.0K | $19M | $441M | $44M | $70M | |
| Net Stock Activity | · | · | $-415M | · | · | · | $-213M | · | · | · | $-70M | · | · | · | $-44M | · | |
| Dividends Paid | $148M | $150M | $150M | $135M | $138M | $140M | $144M | $125M | $126M | $127M | $131M | $109M | $109M | $110M | $112M | $100M | |
| Financing Cash Flow | $-365M | $-339M | $-364M | $-350M | $-369M | $-321M | $-322M | $-476M | $-350M | $-369M | $-207M | $-112M | $-130M | $-554M | $-158M | $-173M | |
| Net Change in Cash | $-95M | $-29M | $-130M | $115M | $53M | $-13M | $-49M | $-92M | $50M | $-68M | $58M | $-467M | $136M | $-288M | $87M | $126M | |
| Taxes Paid | $39M | $148M | $56M | $66M | $44M | $101M | $11M | $40M | $48M | $102M | $11M | $43M | $59M | $120M | $19M | $26M | |
| Free Cash Flow | · | · | $304M | · | · | · | $290M | · | · | · | $296M | · | · | · | $258M | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | $255M | · | · | · | $218M | · |
Lucratividade
| Métrica | Tendência | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 56.3% | 56.2% | 53.7% | · | 56.4% | 55.0% | 50.5% | · | 55.4% | 54.0% | 49.9% | · | 56.5% | 55.7% | 53.1% | · | |
| Net Margin | 39.4% | 39.5% | 47.7% | · | 41.0% | 39.3% | 38.7% | · | 38.8% | 37.7% | 37.6% | · | 41.5% | 39.7% | 40.3% | · | |
| Pretax Margin | 48.0% | 48.1% | 45.8% | · | 50.0% | 48.9% | 44.4% | · | 49.2% | 48.0% | 43.5% | · | 50.8% | 49.5% | 46.7% | · | |
| EBITDA Margin | 56.3% | 56.2% | 54.4% | · | 56.4% | 55.0% | 51.2% | · | 55.4% | 54.0% | 50.5% | · | 56.5% | 55.7% | 54.0% | · | |
| ROA | 6.4% | 6.2% | 7.5% | · | 6.0% | 5.6% | 5.3% | · | 5.5% | 5.2% | 4.9% | · | 5.4% | 5.1% | 4.9% | · | |
| ROE | -14.2% | -19.1% | -21.8% | · | -24.4% | -37.5% | -35.9% | · | -31.2% | -27.7% | -33.0% | · | -24.4% | -22.2% | -26.8% | · | |
| ROIC | 11.1% | 10.8% | 13.1% | · | 10.2% | 9.4% | 9.2% | · | 8.5% | 8.0% | 7.6% | · | 8.3% | 8.4% | 7.5% | · |
Liquidez e Solvência
| Métrica | Tendência | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.8 | 0.9 | 0.9 | · | 0.9 | 0.9 | 0.8 | · | 0.9 | 1.0 | 1.0 | · | 1.4 | 1.3 | 1.5 | · | |
| Quick Ratio | 0.2 | 0.2 | 0.2 | · | 0.3 | 0.2 | 0.2 | · | 0.4 | 0.3 | 0.4 | · | 0.8 | 0.7 | 0.9 | · | |
| Debt / Equity | -2.2 | -2.4 | -2.3 | · | -2.9 | -5.1 | -4.7 | · | -6.0 | -6.1 | -6.9 | · | -4.3 | -3.8 | -5.0 | · | |
| LT Debt / Equity | -2.2 | -2.4 | -2.3 | · | -2.9 | -5.1 | -4.7 | · | -6.0 | -6.1 | -6.9 | · | -4.3 | -3.8 | -5.0 | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | 7.3 | · | 7.5 | 7.4 | 6.8 | · |
Eficiência
| Métrica | Tendência | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.2 | 0.2 | 0.2 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · |
Por Ação
| Métrica | Tendência | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $-42.07 | $-36.99 | $-38.05 | · | $-25.48 | $-11.45 | $-12.35 | · | $-9.58 | $-9.33 | $-8.21 | · | $-13.26 | $-15.09 | $-11.26 | · | |
| Revenue / Share | $12.34 | $11.89 | $11.59 | · | $10.36 | $9.97 | $9.59 | · | $9.21 | $8.93 | $8.55 | · | $7.87 | $7.77 | $7.36 | · | |
| Cash Flow / Share | · | · | $4.18 | · | · | · | $3.88 | · | · | · | $3.77 | · | · | · | $3.28 | · | |
| Cash / Share | $3.64 | $4.90 | $5.29 | · | $5.32 | $4.49 | $4.65 | · | $6.39 | $5.73 | $6.55 | · | $11.74 | $10.01 | $13.50 | · | |
| Dividend / Share | $2.05 | $2.05 | $2.05 | $1.80 | $1.80 | $1.80 | $1.80 | $1.60 | $1.60 | $1.60 | $1.60 | $1.38 | $1.38 | $1.38 | $1.38 | $1.25 | |
| EPS (TTM) | $18.89 | $18.28 | $17.51 | · | $15.77 | $15.09 | $14.54 | · | $15.22 | $14.92 | $14.64 | · | $12.00 | $11.41 | $10.91 | · |
Avaliação (TTM)
| Métrica | Tendência | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $3.43B | $3.33B | $3.24B | · | $3.06B | $2.99B | $2.92B | · | $2.80B | $2.70B | $2.62B | · | $2.42B | $2.35B | $2.28B | · | |
| Net Income TTM | $1.38B | $1.36B | $1.32B | · | $1.22B | $1.18B | $1.14B | · | $1.21B | $1.19B | $1.17B | · | $960M | $917M | $881M | · | |
| Market Cap | $38.62B | $40.71B | $39.29B | · | $42.66B | $44.62B | $43.88B | · | $45.68B | $37.94B | $44.40B | · | $40.58B | $37.13B | $44.81B | · | |
| Enterprise Value | $45.08B | $46.74B | $45.31B | · | $47.77B | $48.79B | $48.07B | · | $49.67B | $41.99B | $48.39B | · | $44.16B | $40.85B | $48.24B | · | |
| P/E | 28.5 | 30.6 | 30.8 | · | 36.0 | 38.2 | 38.9 | · | 38.3 | 32.3 | 38.3 | · | 42.8 | 41.1 | 51.3 | · | |
| P/S | 11.3 | 12.2 | 12.1 | · | 14.0 | 14.9 | 15.0 | · | 16.3 | 14.0 | 17.0 | · | 16.8 | 15.8 | 19.6 | · | |
| P/B | -12.8 | -15.1 | -14.2 | · | -22.3 | -50.3 | -45.8 | · | -60.8 | -51.7 | -68.3 | · | -38.7 | -31.1 | -49.7 | · | |
| P / Cash Flow | · | · | 128.1 | · | · | · | 145.4 | · | · | · | 147.9 | · | · | · | 169.6 | · | |
| EV / Revenue | 13.1 | 14.0 | 14.0 | · | 15.6 | 16.3 | 16.5 | · | 17.7 | 15.5 | 18.5 | · | 18.3 | 17.4 | 21.2 | · | |
| Dividend Yield | 1.5% | 1.4% | 1.4% | · | 1.3% | 1.2% | 1.2% | · | 1.1% | 1.3% | 1.0% | · | 1.1% | 1.1% | 0.89% | · | |
| Earnings Yield | 3.5% | 3.3% | 3.2% | · | 2.8% | 2.6% | 2.6% | · | 2.6% | 3.1% | 2.6% | · | 2.3% | 2.4% | 1.9% | · | |
| Payout Ratio | · | · | 37.1% | · | · | · | 49.8% | · | · | · | 51.3% | · | · | · | 47.0% | · | |
| Annual Payout | $583M | $573M | $563M | · | $547M | $534M | $522M | · | $493M | $477M | $460M | · | $432M | $423M | $397M | · |
Período mais recente à esquerda · valores nulos mostrados como ·
Demonstrações Financeiras Demonstração de resultados, balanço patrimonial, fluxo de caixa — anual, últimos 5 anos
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Receita | $3.13B | $2.86B | $2.53B | $2.25B | $2.04B |
| Margem Operacional % | 54.7% | 53.5% | 54.8% | 53.7% | 52.5% |
| Lucro líquido | $1.20B | $1.11B | $1.15B | $871M | $726M |
| EPS Diluído | $15.69 | $14.05 | $14.39 | $10.72 | $8.70 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | -2.3 | -4.8 | -6.1 | -4.5 | -25.5 |
| Índice de liquidez corrente | 0.9 | 0.8 | 0.9 | 1.4 | 1.7 |
| Índice de Liquidez Seca | 0.3 | 0.3 | 0.3 | 1.3 | 1.7 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $1.55B | $1.47B | $1.21B | $1.08B | $923M |
Investidores institucionais (13F) 1.145 declarantes · $41.2B total · Em 30 de Setembro de 2026
Instituições que relatam a posse desta ação em seu Formulário 13F trimestral da SEC. Apenas posições compradas; um único declarante pode aparecer duas vezes para opções separadas. Grandes posições de compra/venda compensatórias geralmente refletem market-making ou inventário protegido, não convicção direcional.
| Novas posições | Posições encerradas | Aumentou | Diminuído | Variação líquida de ações |
|---|---|---|---|---|
| 116 (-35 vs trimestre anterior) | 85 (-38 vs trimestre anterior) | 391 (+34 vs trimestre anterior) | 416 (-9 vs trimestre anterior) | +2.6M |
Comparado a Q1 2026. Os registros do Formulário 13F da SEC devem ser feitos em até 45 dias após o final do trimestre, mais um pequeno período de tolerância para registrantes atrasados — trimestres ainda dentro desse período são ignorados em favor do par mais recente totalmente reportado.
| Instituição | Valor | Ações | % de 13F rastreado | Tipo |
|---|---|---|---|---|
| VANGUARD GROUP INC | $5.373.392.815 | 9.365.717 | 13,06% | Ações |
| BlackRock, Inc. | $3.062.625.846 | 5.468.585 | 7,44% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $2.601.256.991 | 4.644.770 | 6,32% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2.331.863.750 | 4.163.745 | 5,67% | Ações |
| BAMCO INC /NY/ | $1.798.710.150 | 3.211.753 | 4,37% | Ações |
| STATE STREET CORP | $1.789.281.877 | 3.194.918 | 4,35% | Ações |
| MORGAN STANLEY | $1.192.183.228 | 2.128.743 | 2,90% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $1.090.610.028 | 1.950.086 | 2,65% | Ações |
| VIKING GLOBAL INVESTORS LP | $650.031.147 | 1.160.687 | 1,58% | Ações |
| PRINCIPAL FINANCIAL GROUP INC | $631.332.568 | 1.127.265 | 1,53% | Ações |
| Fiera Capital Corp | $484.421.719 | 864.977 | 1,18% | Ações |
| NORGES BANK | $481.529.673 | 859.813 | 1,17% | Ações |
| Mitsubishi UFJ Asset Management Co., Ltd. | $480.612.887 | 858.176 | 1,17% | Ações |
| PineStone Asset Management Inc. | $480.005.313 | 891.110 | 1,17% | Ações |
| Invesco Ltd. | $452.436.031 | 807.864 | 1,10% | Ações |
| BAILLIE GIFFORD & CO | $445.929.609 | 796.246 | 1,08% | Ações |
| MILLENNIUM MANAGEMENT LLC | $415.509.357 | 741.928 | 1,01% | Ações |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $405.501.442 | 724.058 | 0,99% | Ações |
| POLEN CAPITAL MANAGEMENT LLC | $376.233.195 | 671.797 | 0,91% | Ações |
| NORTHERN TRUST CORP | $376.134.065 | 671.620 | 0,91% | Ações |
| EDGEWOOD MANAGEMENT LLC | $371.921.444 | 664.098 | 0,90% | Ações |
| AQR CAPITAL MANAGEMENT LLC | $364.116.679 | 658.427 | 0,88% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $334.834.475 | 597.876 | 0,81% | Ações |
| GOLDMAN SACHS GROUP INC | $327.131.082 | 584.121 | 0,79% | Ações |
| JPMORGAN CHASE & CO | $324.539.847 | 581.611 | 0,79% | Ações |
| GENERATION INVESTMENT MANAGEMENT LLP | $301.493.054 | 538.342 | 0,73% | Ações |
| Winslow Capital Management, LLC | $296.626.865 | 529.653 | 0,72% | Ações |
| WELLINGTON MANAGEMENT GROUP LLP | $284.107.732 | 507.299 | 0,69% | Ações |
| Longview Partners (Guernsey) LTD | $259.696.148 | 463.710 | 0,63% | Ações |
| CITADEL ADVISORS LLC | $257.935.382 | 460.566 | 0,63% | Ações |
| Legal & General Group Plc | $257.687.284 | 460.123 | 0,63% | Ações |
| Bank of New York Mellon Corp | $234.904.786 | 419.443 | 0,57% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $227.566.654 | 406.340 | 0,55% | Ações |
| BANK OF AMERICA CORP /DE/ | $220.371.040 | 393.492 | 0,54% | Ações |
| UBS Group AG | $219.981.471 | 392.796 | 0,53% | Ações |
| BANQUE PICTET & CIE SA | $210.478.702 | 390.745 | 0,51% | Ações |
| FMR LLC | $208.242.304 | 371.835 | 0,51% | Ações |
| DEUTSCHE BANK AG\ | $207.945.653 | 371.305 | 0,51% | Ações |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $203.833.639 | 378.163 | 0,50% | Ações |
| Amundi | $201.105.884 | 359.092 | 0,49% | Ações |
| TWO SIGMA ADVISERS, LP | $195.664.879 | 341.040 | 0,48% | Ações |
| NORDEA INVESTMENT MANAGEMENT AB | $187.648.080 | 337.776 | 0,46% | Ações |
| TWO SIGMA INVESTMENTS, LP | $184.989.053 | 330.314 | 0,45% | Ações |
| SEI INVESTMENTS CO | $183.975.987 | 328.506 | 0,45% | Ações |
| ROYAL BANK OF CANADA | $178.798.000 | 319.261 | 0,43% | Ações |
| Qube Research & Technologies Ltd | $172.525.362 | 308.059 | 0,42% | Ações |
| Temasek Holdings (Private) Ltd | $171.679.702 | 306.549 | 0,42% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $162.688.882 | 290.499 | 0,40% | Ações |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $161.556.000 | 288.472 | 0,39% | Ações |
| STOREBRAND ASSET MANAGEMENT AS | $161.029.421 | 287.532 | 0,39% | Ações |
Ativistas e proprietários de 5%+ 10 participações
Investidores que apresentaram o Schedule 13D da SEC — propriedade benéfica acima de 5% com a intenção de influenciar o emissor (participações ativistas, campanhas no conselho, M&A). Cada linha mostra o estado mais recente conhecido da posição desse declarante.
| Declarante | Declarado | Participação | Status | Propósito | Declaração |
|---|---|---|---|---|---|
| Pessoa de relato não divulgada, Pessoa de relato não divulgada | 8 de Março de 2016 | · | Declaração inicial | · | SEC |
| Pessoa de relato não divulgada, Pessoa de relato não divulgada | 3 de Dezembro de 2015 | · | Declaração inicial | · | SEC |
| Pessoa de relato não divulgada, Pessoa de relato não divulgada | 10 de Novembro de 2015 | · | Declaração inicial | · | SEC |
| Pessoa de relato não divulgada, Pessoa de relato não divulgada | 2 de Fevereiro de 2015 | · | Declaração inicial | Campanha no conselho | SEC |
| Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada | 6 de Janeiro de 2015 | · | Declaração inicial | · | SEC |
| Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada | 5 de Janeiro de 2015 | · | Declaração inicial | · | SEC |
| Pessoa de relato não divulgada, Pessoa de relato não divulgada, Pessoa de relato não divulgada | 6 de Maio de 2014 | · | Declaração inicial | Investimento passivo | SEC |
| Pessoa de relato não divulgada, Pessoa de relato não divulgada | 26 de Agosto de 2013 | · | Declaração inicial | Investimento passivo | SEC |
| Pessoa de relato não divulgada, Pessoa de relato não divulgada | 28 de Novembro de 2012 | · | Declaração inicial | Investimento passivo | SEC |
| MSCI Inc. ×2 declarações | 29 de Abril de 2010 | · | Declaração inicial | · | 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.
Executivos da empresa 49 insiders · 24 diretores · 22 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| Henry A Fernandez | Chairman and CEO | 15 de Maio de 2026 P | 1.731.961 | 30 | 0 | $12.511.562 |
| Andrew C. Wiechmann | Chief Financial Officer | 12 de Outubro de 2026 S | 21.644 | 0 | 4 | $-1.028.052 |
| Linda Huber | CFO and Treasurer | 6 de Maio de 2020 F | 5.415 | 0 | 0 | $0 |
| Kathleen A Winters | Chief Financial Officer | 13 de Fevereiro de 2019 F | 78.557 | 0 | 0 | $0 |
| Robert Qutub | Chief Financial Officer | 8 de Fevereiro de 2016 F | 60.009 | 0 | 0 | $0 |
| David M Obstler | Chief Financial Officer | 12 de Abril de 2012 M | 33.695 | 0 | 0 | $0 |
| Michael K Neborak | Chief Financial Officer | 8 de Janeiro de 2010 F | 193.406 | 0 | 0 | $0 |
| Cd Baer Pettit | President | 26 de Janeiro de 2026 A | 284.787 | 0 | 0 | $0 |
| Laurent Seyer | Chief Operating Officer | 16 de Dezembro de 2019 F | 94.115 | 0 | 0 | $0 |
| David C Brierwood | Chief Operating Officer | 10 de Fevereiro de 2014 F | 840.511 | 0 | 0 | $0 |
| Robert J. Gutowski | General Counsel | 22 de Outubro de 2026 S | 14.104 | 0 | 2 | $-1.833.388 |
| Alvise J. Munari | Chief Product Officer | 24 de Abril de 2026 S | 23.548 | 0 | 2 | $-5.920.351 |
| Scott A Crum | Chief Human Resources Officer | 2 de Fevereiro de 2026 F | 16.904 | 0 | 0 | $0 |
| Craig Jack Read | Global Controller | 30 de Janeiro de 2026 A | 2.177 | 0 | 0 | $0 |
| Jennifer H Mak | Global Controller | 13 de Fevereiro de 2023 S | 6.843 | 0 | 0 | $0 |
| Jigar Thakkar | Chief Technology Officer | 16 de Julho de 2018 A | 19.223 | 0 | 0 | $0 |
| Richard J Napolitano | Principal Accounting Officer | 7 de Maio de 2018 S | 6.963 | 0 | 0 | $0 |
| Remy Briand | Head of ESG | 10 de Fevereiro de 2018 F | 48.112 | 0 | 0 | $0 |
| Diana H. Tidd | Head of Index | 10 de Fevereiro de 2018 F | 23.370 | 0 | 0 | $0 |
| Peter J. Zangari | Global Head of Research | 10 de Fevereiro de 2018 F | 70.788 | 0 | 0 | $0 |
| Jorge Mina | Head of Analytics | 10 de Fevereiro de 2018 F | 9.921 | 0 | 0 | $0 |
| Roveen Bhansali | Managing Director | 6 de Fevereiro de 2015 F | 46.215 | 0 | 0 | $0 |
| Christopher F Corrado | Chief Information Officer | 28 de Janeiro de 2015 F | 39.327 | 0 | 0 | $0 |
| Gary Retelny | Head of Governance Business | 30 de Abril de 2014 F | 77.110 | 0 | 0 | $0 |
| Rajat Taneja | Conselheiro | 2 de Setembro de 2026 P | 5.404 | 1 | 0 | $1.000.160 |
| June Yang | Conselheiro | 28 de Agosto de 2026 A | 906 | 0 | 0 | $0 |
| Robin Matlock | Conselheiro | 28 de Agosto de 2026 A | 2.037 | 0 | 0 | $0 |
| Linda H Riefler | Conselheiro | 28 de Agosto de 2026 A | 20.998 | 0 | 0 | $0 |
| Michelle Seitz | Conselheiro | 1 de Maio de 2026 A | 1.059 | 0 | 0 | $0 |
| Paula Volent | Conselheiro | 1 de Maio de 2026 A | 4.245 | 0 | 0 | $0 |
| Sandy C. Rattray | Conselheiro | 1 de Maio de 2026 A | 2.805 | 0 | 0 | $0 |
| Marcus L. Smith | Conselheiro | 1 de Maio de 2026 A | 5.444 | 0 | 0 | $0 |
| Jacques P Perold | Conselheiro | 1 de Maio de 2026 A | 6.272 | 0 | 0 | $0 |
| Robert G. Ashe | Conselheiro | 1 de Maio de 2026 A | 1.168 | 1 | 0 | $1.999.556 |
| Chirantan Jitendra Desai | Conselheiro | 1 de Maio de 2024 A | 496 | 0 | 0 | $0 |
| Wayne Edmunds | Conselheiro | 1 de Maio de 2024 A | 9.706 | 0 | 0 | $0 |
| Catherine R Kinney | Conselheiro | 29 de Fevereiro de 2024 A | 19.314 | 0 | 0 | $0 |
| Benjamin F Dupont | Conselheiro | 26 de Fevereiro de 2021 A | 17.681 | 0 | 0 | $0 |
| Alice Handy | Conselheiro | 6 de Março de 2020 A | 35.569 | 0 | 0 | $0 |
| George W Siguler | Conselheiro | 1 de Maio de 2019 A | 30.254 | 0 | 0 | $0 |
| Wendy E Lane | Conselheiro | 1 de Maio de 2018 A | 6.882 | 0 | 0 | $0 |
| Scott Sipprelle | Conselheiro | 5 de Maio de 2011 A | 123.045 | 0 | 0 | $0 |
| David H Sidwell | Conselheiro | 9 de Abril de 2008 A | 11.909 | 0 | 0 | $0 |
| Kenneth Michael Deregt | Conselheiro | 14 de Novembro de 2007 J | 33.888 | 0 | 0 | $0 |
| MORGAN STANLEY | Detentor de 10% | 22 de Maio de 2009 S | · | 0 | 0 | $0 |
| Capital Group Companies Charitable Foundation | Detentor de 10% | 28 de Abril de 2008 S | 0 | 0 | 0 | $0 |
| CAPITAL GROUP INTERNATIONAL INC | Detentor de 10% | 25 de Abril de 2008 C | 0 | 0 | 0 | $0 |
| Patrick Tierney | · | 1 de Maio de 2017 A | 14.637 | 0 | 0 | $0 |
| Rodolphe M Vallee | · | 1 de Maio de 2017 A | 26.556 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 125 ETFs
O peso reflete apenas participações diretas em ações (N-PORT); fundos alavancados ou baseados em derivativos podem deter exposição adicional a swaps não mostrada.
| Fundo | Peso | Unidades | Em | Fonte |
|---|---|---|---|---|
| KMID · Virtus ETF Trust II | 3,47% | 2.768 NS | 31 de Julho de 2026 | N-PORT |
| POWA · Invesco Exchange-Traded Self-Indexe… | 2,18% | 5.953 SH | 23 de Outubro de 2026 | Diário |
| CZA · Invesco Exchange-Traded Fund Trust | 2,13% | 6.186 SH | 23 de Outubro de 2026 | Diário |
| RSPF · Invesco Exchange-Traded Fund Trust | 1,47% | 7.754 SH | 23 de Outubro de 2026 | Diário |
| PKW · Invesco Exchange-Traded Fund Trust | 1,34% | 37.906 SH | 23 de Outubro de 2026 | Diário |
| MMLG · First Trust Exchange-Traded Fund VI… | 1,01% | 1.653 NS | 31 de Agosto de 2026 | N-PORT |
| VOT · VANGUARD INDEX FUNDS | 0,85% | 532.150 SH | 19 de Agosto de 2026 | Diário |
| VMAX · Lattice Strategies Trust | 0,74% | 639 NS | 31 de Julho de 2026 | N-PORT |
| FQAL · FIDELITY COVINGTON TRUST | 0,60% | 14.692 NS | 31 de Julho de 2026 | N-PORT |
| IYF · iShares Trust | 0,59% | 46.889 SH | 11 de Setembro de 2026 | Diário |
| ESLV · Strategy Shares | 0,59% | 146 NS | 31 de Julho de 2026 | N-PORT |
| ESUM · Strategy Shares | 0,58% | 1.855 NS | 31 de Julho de 2026 | N-PORT |
| LCOW · Pacer Funds Trust | 0,57% | 257 NS | 31 de Julho de 2026 | N-PORT |
| IYG · iShares Trust | 0,55% | 22.106 SH | 11 de Setembro de 2026 | Diário |
| IMCG · iShares Trust | 0,54% | 39.327 SH | 11 de Setembro de 2026 | Diário |
| VFH · VANGUARD WORLD FUND | 0,47% | 116.122 SH | 19 de Agosto de 2026 | Diário |
| FNCL · FIDELITY COVINGTON TRUST | 0,45% | 18.744 NS | 31 de Julho de 2026 | N-PORT |
| HDUS · Lattice Strategies Trust | 0,45% | 1.595 NS | 31 de Julho de 2026 | N-PORT |
| REVS · Columbia ETF Trust I | 0,41% | 2.402 NS | 31 de Julho de 2026 | N-PORT |
| VO · VANGUARD INDEX FUNDS | 0,38% | 1.505.355 SH | 19 de Agosto de 2026 | Diário |
| IWS · iShares Trust | 0,36% | 99.709 SH | 11 de Setembro de 2026 | Diário |
| FAS · Direxion Shares ETF Trust | 0,35% | 14.344 NS | 31 de Julho de 2026 | N-PORT |
| FTLS · First Trust Exchange-Traded Fund III | 0,33% | 14.335 NS | 31 de Julho de 2026 | N-PORT |
| HQGO · Lattice Strategies Trust | 0,30% | 258 NS | 31 de Julho de 2026 | N-PORT |
| OMFL · Invesco Exchange-Traded Self-Indexe… | 0,30% | 22.891 SH | 23 de Outubro de 2026 | Diário |
| IWR · iShares Trust | 0,28% | 288.308 SH | 11 de Setembro de 2026 | Diário |
| IMCB · iShares Trust | 0,27% | 8.320 SH | 11 de Setembro de 2026 | Diário |
| FEUS · FlexShares Trust | 0,25% | 495 NS | 31 de Julho de 2026 | N-PORT |
| IXG · iShares Trust | 0,25% | 3.141 SH | 11 de Setembro de 2026 | Diário |
| GLOF · iShares Trust | 0,24% | 895 SH | 11 de Setembro de 2026 | Diário |
| ROUS · Lattice Strategies Trust | 0,24% | 2.976 NS | 31 de Julho de 2026 | N-PORT |
| XOEF · iShares Trust | 0,22% | 91 SH | 11 de Setembro de 2026 | Diário |
| RECS · Columbia ETF Trust I | 0,22% | 22.369 NS | 31 de Julho de 2026 | N-PORT |
| RSP · Invesco Exchange-Traded Fund Trust | 0,22% | 353.964 SH | 23 de Outubro de 2026 | Diário |
| EUSA · iShares, Inc. | 0,20% | 6.906 SH | 11 de Setembro de 2026 | Diário |
| FTC · First Trust Exchange-Traded AlphaDE… | 0,19% | 4.470 NS | 31 de Julho de 2026 | N-PORT |
| VIG · VANGUARD SPECIALIZED FUNDS | 0,18% | 411.287 SH | 19 de Agosto de 2026 | Diário |
| SIZE · iShares Trust | 0,18% | 1.396 SH | 11 de Setembro de 2026 | Diário |
| SNPG · DBX ETF Trust | 0,17% | 43 NS | 31 de Agosto de 2026 | N-PORT |
| HAPI · Harbor ETF Trust | 0,16% | 1.407 NS | 31 de Julho de 2026 | N-PORT |
| VYM · VANGUARD WHITEHALL FUNDS | 0,16% | 280.853 SH | 19 de Agosto de 2026 | Diário |
| PFM · Invesco Exchange-Traded Fund Trust | 0,16% | 2.068 SH | 23 de Outubro de 2026 | Diário |
| QARP · DBX ETF Trust | 0,15% | 209 NS | 31 de Agosto de 2026 | N-PORT |
| LRGF · iShares Trust | 0,14% | 9.535 SH | 11 de Setembro de 2026 | Diário |
| DEUS · DBX ETF Trust | 0,14% | 742 NS | 31 de Agosto de 2026 | N-PORT |
| VEGN · ETF Series Solutions | 0,13% | 415 NS | 31 de Julho de 2026 | N-PORT |
| ILCG · iShares Trust | 0,12% | 6.906 SH | 11 de Setembro de 2026 | Diário |
| IQSU · New York Life Investments ETF Trust | 0,12% | 689 NS | 31 de Julho de 2026 | N-PORT |
| VUG · VANGUARD INDEX FUNDS | 0,12% | 833.177 SH | 19 de Agosto de 2026 | Diário |
| ESG · FlexShares Trust | 0,12% | 270 NS | 31 de Julho de 2026 | N-PORT |
| ESSC · Strategy Shares | 0,12% | 73 NS | 31 de Julho de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,12% | 4.592 NS | 31 de Julho de 2026 | N-PORT |
| DGRO · iShares Trust | 0,11% | 90.164 SH | 11 de Setembro de 2026 | Diário |
| LGDX · Tidal Trust III | 0,11% | 263 NS | 31 de Julho de 2026 | N-PORT |
| GLBL · Pacer Funds Trust | 0,10% | 2 NS | 31 de Julho de 2026 | N-PORT |
| SNPE · DBX ETF Trust | 0,10% | 5.245 NS | 31 de Agosto de 2026 | N-PORT |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0,10% | 40.258 SH | 19 de Agosto de 2026 | Diário |
| IWD · iShares Trust | 0,10% | 148.371 SH | 11 de Setembro de 2026 | Diário |
| FAD · First Trust Exchange-Traded AlphaDE… | 0,10% | 969 NS | 31 de Julho de 2026 | N-PORT |
| MPLY · Strategy Shares | 0,09% | 26 NS | 31 de Julho de 2026 | N-PORT |
| PFIG · Invesco Exchange-Traded Fund Trust … | 0,09% | 140.000 | 23 de Outubro de 2026 | Diário |
| CATH · Global X Funds | 0,07% | 1.673 NS | 31 de Julho de 2026 | N-PORT |
| EQAL · Invesco Exchange-Traded Fund Trust … | 0,07% | 959 SH | 23 de Outubro de 2026 | Diário |
| XYLG · Global X Funds | 0,07% | 81 NS | 31 de Julho de 2026 | N-PORT |
| TOPC · iShares Trust | 0,07% | 43 SH | 11 de Setembro de 2026 | Diário |
| VOOV · VANGUARD ADMIRAL FUNDS | 0,07% | 8.018 SH | 19 de Agosto de 2026 | Diário |
| ESGV · VANGUARD WORLD FUND | 0,07% | 15.906 SH | 19 de Agosto de 2026 | Diário |
| PBP · Invesco Exchange-Traded Fund Trust | 0,07% | 436 SH | 23 de Outubro de 2026 | Diário |
| DFAU · Dimensional ETF Trust | 0,07% | 14.920 NS | 31 de Julho de 2026 | N-PORT |
| XVV · iShares Trust | 0,07% | 835 SH | 11 de Setembro de 2026 | Diário |
| PBUS · Invesco Exchange-Traded Fund Trust … | 0,07% | 11.401 SH | 23 de Outubro de 2026 | Diário |
| PTLC · Pacer Funds Trust | 0,07% | 3.717 NS | 31 de Julho de 2026 | N-PORT |
| XYLD · Global X Funds | 0,07% | 3.687 NS | 31 de Julho de 2026 | N-PORT |
| CHRI · Global X Funds | 0,06% | 9 NS | 31 de Julho de 2026 | N-PORT |
| IVE · iShares Trust | 0,06% | 57.996 SH | 11 de Setembro de 2026 | Diário |
| XCLR · Global X Funds | 0,06% | 4 NS | 31 de Julho de 2026 | N-PORT |
| XRMI · Global X Funds | 0,06% | 55 NS | 31 de Julho de 2026 | N-PORT |
| BBUS · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 9.777 NS | 31 de Julho de 2026 | N-PORT |
| VOTE · TCW ETF Trust | 0,06% | 1.202 NS | 31 de Julho de 2026 | N-PORT |
| BKLC · BNY Mellon ETF Trust | 0,06% | 5.975 NS | 31 de Julho de 2026 | N-PORT |
| IUSV · iShares Trust | 0,06% | 30.686 SH | 11 de Setembro de 2026 | Diário |
| IVV · iShares Trust | 0,06% | 917.806 SH | 11 de Setembro de 2026 | Diário |
| VOO · VANGUARD INDEX FUNDS | 0,06% | 1.891.438 SH | 19 de Agosto de 2026 | Diário |
| VV · VANGUARD INDEX FUNDS | 0,06% | 81.129 SH | 19 de Agosto de 2026 | Diário |
| VOOG · VANGUARD ADMIRAL FUNDS | 0,06% | 28.158 SH | 19 de Agosto de 2026 | Diário |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0,06% | 11.676 SH | 19 de Agosto de 2026 | Diário |
| TOV · EA Series Trust | 0,06% | 267 NS | 31 de Julho de 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0,06% | 21.823 NS | 31 de Julho de 2026 | N-PORT |
| SPUU · Direxion Shares ETF Trust | 0,06% | 275 NS | 31 de Julho de 2026 | N-PORT |
| XTR · Global X Funds | 0,06% | 5 NS | 31 de Julho de 2026 | N-PORT |
| VOXP · Advisors Series Trust | 0,06% | 6 NS | 31 de Julho de 2026 | N-PORT |
| IWP · iShares Trust | 0,06% | 20.692 SH | 11 de Setembro de 2026 | Diário |
| QDPL · Pacer Funds Trust | 0,06% | 1.741 NS | 31 de Julho de 2026 | N-PORT |
| ILCB · iShares Trust | 0,06% | 1.374 SH | 11 de Setembro de 2026 | Diário |
| IVW · iShares Trust | 0,06% | 80.696 SH | 11 de Setembro de 2026 | Diário |
| IUS · Invesco Exchange-Traded Self-Indexe… | 0,06% | 942 SH | 23 de Outubro de 2026 | Diário |
| IYY · iShares Trust | 0,06% | 3.141 SH | 11 de Setembro de 2026 | Diário |
| PHDG · Invesco Actively Managed Exchange-T… | 0,06% | 57 SH | 23 de Outubro de 2026 | Diário |
| DCOR · Dimensional ETF Trust | 0,06% | 3.328 NS | 31 de Julho de 2026 | N-PORT |
| IUSG · iShares Trust | 0,06% | 33.370 SH | 11 de Setembro de 2026 | Diário |
| IWB · iShares Trust | 0,05% | 48.547 SH | 11 de Setembro de 2026 | Diário |
| ITOT · iShares Trust | 0,05% | 94.977 SH | 11 de Setembro de 2026 | Diário |
| IWV · iShares Trust | 0,05% | 19.314 SH | 11 de Setembro de 2026 | Diário |
| HCMT · Direxion Shares ETF Trust | 0,05% | 507 NS | 31 de Julho de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,05% | 2.205.575 SH | 19 de Agosto de 2026 | Diário |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,05% | 5.924 SH | 19 de Agosto de 2026 | Diário |
| SPXL · Direxion Shares ETF Trust | 0,05% | 5.690 NS | 31 de Julho de 2026 | N-PORT |
| KOKU · DBX ETF Trust | 0,05% | 671 NS | 31 de Agosto de 2026 | N-PORT |
| TOK · iShares Trust | 0,05% | 198 SH | 11 de Setembro de 2026 | Diário |
| DFAC · Dimensional ETF Trust | 0,05% | 37.993 NS | 31 de Julho de 2026 | N-PORT |
| URTH · iShares, Inc. | 0,04% | 6.680 SH | 11 de Setembro de 2026 | Diário |
| ACVF · ETF Opportunities Trust | 0,04% | 116 NS | 31 de Julho de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,04% | 1.580 NS | 31 de Julho de 2026 | N-PORT |
| ACWI · iShares Trust | 0,04% | 23.664 SH | 11 de Setembro de 2026 | Diário |
| APUE · Trust for Professional Managers | 0,03% | 1.507 NS | 31 de Agosto de 2026 | N-PORT |
| SPXD · DBX ETF Trust | 0,03% | 4 NS | 31 de Agosto de 2026 | N-PORT |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,03% | 59.397 SH | 19 de Agosto de 2026 | Diário |
| PRF · Invesco Exchange-Traded Fund Trust | 0,03% | 4.482 SH | 23 de Outubro de 2026 | Diário |
| RWL · Invesco Exchange-Traded Fund Trust … | 0,02% | 3.039 SH | 23 de Outubro de 2026 | Diário |
| DXUV · Dimensional ETF Trust | 0,01% | 97 NS | 31 de Julho de 2026 | N-PORT |
| VONG · VANGUARD SCOTTSDALE FUNDS | 0,01% | 6.005 SH | 19 de Agosto de 2026 | Diário |
| IWF · iShares Trust | 0,01% | 13.351 SH | 11 de Setembro de 2026 | Diário |
| NPFE · Elevation Series Trust | 0,00% | 5 NS | 31 de Julho de 2026 | N-PORT |
| GTO · Invesco Actively Managed Exchange-T… | 0,00% | 6.000 | 20 de Outubro de 2026 | Diário |
| IAI · iShares Trust | · | 89.770 SH | 11 de Setembro de 2026 | Diário |
MSCI Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
Preço-alvo de 12 meses
17 analistas · 2026-10-25Alvo médio $681.47 +12,6%
Comparação de pares (subindústria GICS) Métricas chave vs pares do setor
Base do ano fiscal, preços no fechamento do último ano fiscal de cada empresa.
| Ticker | Capitalização de Mercado | P/E | Receita YoY | Margem Líquida | ROE | Margem Bruta |
|---|---|---|---|---|---|---|
| MSCI | $42.21B | 36.6 | 9.8% | 38.4% | -67.9% | · |
| CME | · | 24.5 | 6.4% | 62.5% | 14.8% | · |
| ICE | $91.83B | 28.1 | 7.5% | 26.2% | 11.7% | · |
| MCO | · | 37.4 | 8.9% | 31.9% | 64.5% | · |
| NDAQ | $55.35B | 31.4 | 11.7% | 21.6% | 15.3% | 63.5% |
| COIN | $60.57B | 50.8 | 9.4% | 17.5% | 9.4% | · |
| CBOE | · | · | 15.1% | 23.3% | 22.4% | 51.5% |
| TW | $25.32B | 28.4 | 18.9% | 39.6% | 13.2% | · |
| FDS | $11.05B | 21.5 | 6.7% | 21.5% | 25.8% | · |
| MORN | $8.64B | 24.5 | 7.5% | 15.3% | 26.4% | · |
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