PAYO Payoneer Global Inc. - Common Stock
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Sobre Payoneer Global Inc. - Common Stock Visão geral da empresa da Wikipedia
Payoneer Global Inc. is an American financial services company that provides online money transfer, digital payment services and provides customers with working capital.
History
Payoneer was founded in 2005 with $2 million in seed funding from founder and then-CEO Yuval Tal and other private investors. 83North (Greylock Israel) led an additional $4 million in funding in 2007, with additional investors including Carmel Ventures, Crossbar Capital, Ping An, Wellington Management, Susquehanna Growth Equity, Naftali Bennett and Nyca Partners. Since 2005 Payoneer has raised over $265 million from investors.
In March 2016, the firm acquired internet escrow company Armor Payments. aiming to address the market for B2B transactions between US$500 and $1,000,000 where credit cards and letters of credit are not suitable. It also began working with the Latin American eCommerce site Linio.
In August 2016, the firm added an automated tax form service to its mass payout offering. In October 2016, the company raised $180 million from Technology Crossover Ventures, bringing the total funding to $234 million.
In 2017, China Broadband Capital (CBC) invested in Payoneer. In 2017 and 2018, Payoneer was named as CNBC's 40th and 13th most disruptive companies, respectively. In 2018, former chief economist of Israel, Yoel Naveh, joined the company to lead Payoneer's working capital division.
Payoneer launched a capital advance service in February 2019. In 2019, Payoneer got an authorisation as an Electronic Money Institution by Central Bank of Ireland for customers in EEU. In 2019, Payoneer hired FT Partners to help facilitate expansion of the company and secure an additional round of private funding. In December 2019, Payoneer acquired Optile, a German payments orchestration platform. The acquisition allows Payoneer, for the first time, to offer merchant services and consumer payment acceptance in addition to the B2B services they have been providing since inception. Daniel Smeds founded and runs Optile, and its staff of 75, which will continue to operate as an independent group based out of their current HQ in Munich while also working for Payoneer.
Since 6 January 2021, Wirecard EUR receiving accounts on Payoneer can only receive payments from approved payment sources. Wirecard AG is insolvent since 25 June 2020 but the EUR receiving account is supported by their subsidiary Wirecard Bank AG, which is not part of the insolvency proceedings. Users have the ability to receive payments from other sources by requesting a Citibank EUR receiving account. In February 2021, Payoneer announced that it will become a publicly traded company through a merger with FTAC Olympus Acquisition Corp. (NASDAQ: FTOCU), a Special Purpose Acquisition Company (SPAC) owned by former Bancorp CEO Betsy Z. Cohen. The combined company will operate as Payoneer and have an implied estimated enterprise value of approximately $3.3 billion at closing, with $300 million coming from private investment in public equity (PIPE) from investors including Dragoneer Investment Group, Fidelity Management & Research, and Franklin Templeton. The company went public on the NASDAQ stock exchange on 28 June 2021.
In May 2022, the company began to offer Payoneer Checkout, a service which enables merchants to work with direct-to-customer (DTC) online stores.
In August 2023, it was announced that Payoneer had acquired the Israel-based AI data platform, Spott, for an undisclosed sum.
In August 2024, Payoneer acquired Skuad, a Singapore-based payroll and HR platform, for $61 million.
In April 2025, Payoneer acquired Easylink Payment Co., a Chinese online payment services provider, for an undisclosed sum.
Services
Account holders can send and receive funds using an e-wallet, a virtual bank account number in a local currency or a re-loadable prepaid MasterCard debit card. Money received can then be withdrawn to a bank account or used online / at points of sale with the Payoneer debit card.
The company offer cross-border payments in more than 150 local currencies, using international wire transfers, online payments, and refillable debit card services.
Payoneer lists Airbnb, Google, Upwork and eCommerce marketplaces such as Rakuten, freelance marketplaces such as Fiverr and Envato, as their customers. They also work with ad networks to connect these firms with publishers based outside of their headquartered country.
In the content creation space, Payoneer works with Getty Images, Pond5, and others.
In October 2019, the company launched a service aimed for small and medium-sized businesses to send payments anywhere in the world.
Business
The company is headquartered in New York City. As of 2019, the company employed approximately 1,200 people, and served over 4 million customers. In 2019 the company was valued at over $1 billion.
In order to lawfully remit money within the European Single Market, Payoneer was registered with the Gibraltar Financial Services Commission until Brexit, when it moved to Ireland.
Global reach
Philippines
In 2009, Payoneer became available for use in the Philippines.
South Korea
Payoneer partnered with the South Korean online B2B marketplace EC21. In 2017, the company released an Integrated Payments API for SaaS providers to link cross-border B2B payments across cloud platforms. In 2018 the company opened an office in Seoul.
Britain/EU
In June 2017, the company opened an office in London.
Ukraine
The company partners with several banks in Ukraine: PrivatBank,Alfa-Bank and Monobank.
India
The firm closed its services in the Indian market in 2011 due to certain directives enforced by the Reserve Bank of India (RBI). Payoneer re-entered the Indian market in 2016, after partnering with IndusInd Bank and receiving Central Bank's approval. The company customized its offerings for the Indian market, with special reporting systems and fund-transfer limits that comply with local rules. Payoneer was the first digital payment platform in India to provide customers with a Foreign Inward Remittance Certificate (FIRC) digitally, thereby simplifying the required business processes.
French Airbnb
Payoneer partnered with popular rental website Airbnb in November 2013. The arrangement allowed hosts to conveniently withdraw their earnings using their prepaid Payoneer debit cards. In December 2017, French authorities investigated the payment system, which allowed hosts to receive their payments directly without having to first be deposited in their bank accounts, which could lead to the possibility of tax avoidance. Airbnb agreed to withdraw the payment system in France.
Research
Payoneer publishes reports on the global economy.
E-Learning in the Wake of a Pandemic (2020)
The State of Global Live Streaming in 2020
Global Gig Economy Index (2019)
Global Seller Index (2019)
Annual freelancer report (2015, 2018, 2020)
Violations
Between 2013 and 2018 Payoneer was involved in illegal transactions by evading OFAC sanctions and agreed to pay US$1.4 million to settle violations.
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 | PAYO | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| P/E (TTM) | 51.1média 5A ≈-24.2 | ≈-24.2 | 26.7 | Sobreavaliado | |
| P/S (TTM) | 2.2média 5A ≈3.2 | ≈3.2 | 2.6 | Valor justo | |
| P/B (MRQ) | 3.7média 5A ≈3.9 | ≈3.9 | 4.2 | Valor justo | |
| Preço / FCF (TTM) | 13.4média 5A ≈52.0 | ≈52.0 | · | · | |
| Preço / Fluxo de Caixa (TTM) | 10.9média 5A ≈37.7 | ≈37.7 | 8.9 | Valor justo | |
| Preço / Valor Patrimonial Tangível (MRQ) | 5.5média 5A ≈4.9 | ≈4.9 | · | · |
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 | PAYO | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Margem Operacional (TTM) | 10.4%média 5A ≈5.9% | ≈5.9% | 12.7% | Fraco | |
| Margem EBITDA (TTM) | 17.4%média 5A ≈10.2% | ≈10.2% | 14.0% | Em linha | |
| Margem de Impostos Pré-Tributação (TTM) | 8.6%média 5A ≈7.2% | ≈7.2% | 9.7% | Fraco | |
| Margem de Lucro Líquido (TTM) | 4.6%média 5A ≈4.3% | ≈4.3% | 7.0% | Fraco | |
| ROA (TTM) | 0.60%média 5A ≈0.56% | ≈0.56% | 5.3% | Fraco | |
| ROE (TTM) | 7.1%média 5A ≈6.4% | ≈6.4% | 18.4% | Fraco | |
| ROIC | 11.2%média 5A ≈12.2% | ≈12.2% | 12.3% | Em linha |
Saúde financeira Dívida, liquidez, solvência — força do balanço patrimonial
| Métrica | Tendência de 5 anos | PAYO | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Índice de liquidez corrente (MRQ) | 1.0média 5A ≈1.1 | ≈1.1 | 1.4 | Baixa liquidez | |
| Quick Ratio (Índice de Liquidez Seca) | 0.1média 5A ≈0.1 | ≈0.1 | 0.7 | Baixa liquidez |
Crescimento Crescimento da receita, EPS e lucro líquido: YoY, CAGR 3 anos, CAGR 5 anos
| Métrica | Tendência de 5 anos | PAYO | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Revenue YoY (Receita Ano a Ano) | 7.7%média 5A ≈25.5% | ≈25.5% | · | · | |
| Revenue CAGR 3Y (CAGR Receita 3A) | 18.8%média 5A ≈26.7% | ≈26.7% | · | · | |
| Revenue CAGR 5Y (CAGR Receita 5A) | 25.0% | · | · | · | |
| EPS YoY | -38.7% | · | · | · | |
| Net Income YoY (Lucro Líquido Ano a Ano) | -39.6% | · | · | · |
Eficiência de Capital Giro de ativos, giro de estoques, giro de contas a receber
| Métrica | Tendência de 5 anos | PAYO | média 5A | Mediana de Pares | Veredito |
|---|---|---|---|---|---|
| Asset Turnover (Giro do Ativo) | 0.1média 5A ≈0.1 | ≈0.1 | 0.6 | Fraco | |
| Receivables Turnover (Giro de Contas a Receber) | 94.2média 5A ≈69.8 | ≈69.8 | 13.9 | Primeira linha | |
| Revenue / Employee (Receita anual ÷ funcionários (número de funcionários reportado, yfinance). Derivado — não é um conceito SEC-XBRL armazenado.) | ≈$414.5K | · | · | · |
valor · ≈ média 5A · mediana do setor · veredicto relativo à mediana
Histórico de Lucros EPS real vs. estimativa, surpresa %, taxa de acerto, próxima data de resultados
| Período | Relatório | EPS Actual | EPS est. | Surpresa |
|---|---|---|---|---|
| 30 de Junho de 2026 | Ago 12, 2026 | $-0.01 | $0.06 | -117.0% |
| 31 de Março de 2026 | Mai 13, 2026 | $0.06 | $0.05 | 32.5% |
| 31 de Dezembro de 2025 | $0.05 | $0.06 | -15.1% | |
| 30 de Setembro de 2025 | $0.04 | $0.06 | -34.6% | |
| 30 de Junho de 2025 | $0.05 | $0.07 | -23.1% | |
| 31 de Março de 2025 | $0.05 | $0.07 | -23.9% |
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 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.05B | $978M | $831M | $628M | $473M | $346M | $318M | |
| R&D Expense | $155M | $135M | $119M | $115M | $81M | $52M | $35M | |
| SG&A Expense | $141M | $113M | $101M | $90M | $64M | $38M | $31M | |
| Operating Expenses | $928M | $829M | $727M | $650M | $504M | $363M | $314M | |
| Operating Income | $125M | $149M | $104M | $-22M | $-30M | $-17M | $4M | |
| Pretax Income | $116M | $139M | $133M | $2M | $-25M | $-15M | $4M | |
| Income Tax | $42M | $18M | $39M | $14M | $9M | $8M | $5M | |
| Net Income | $73M | $121M | $93M | $-12M | $-34M | $-24M | $-625.0K | |
| EPS (Basic) | $0.20 | $0.34 | $0.26 | $-0.03 | $-0.33 | $-0.80 | $-0.33 | |
| EPS (Diluted) | $0.19 | $0.31 | $0.24 | $-0.03 | $-0.33 | $-0.80 | $-0.33 | |
| Shares (Basic) | 361,172,145 | 358,345,945 | 361,678,893 | 348,044,831 | 202,881,911 | 47,007,695 | 36,114,832 | |
| Shares (Diluted) | 376,731,192 | 386,237,179 | 392,665,718 | 348,044,831 | 202,881,911 | 47,007,695 | 36,114,832 | |
| EBITDA | $190M | $196M | $131M | $-1M | $-12M | · | · |
Balanço Patrimonial
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $416M | $497M | $617M | $543M | $466M | $103M | $115M | |
| Receivables | $10M | $12M | $8M | $13M | $14M | $18M | · | |
| Other Current Assets | $91M | $88M | $41M | $36M | $25M | $10M | · | |
| Current Assets | $8.11B | $7.10B | $7.11B | $6.47B | $4.96B | $3.57B | · | |
| PP&E (Net) | $32M | $16M | $15M | $14M | $12M | $13M | · | |
| PP&E (Gross) | $73M | $58M | $55M | $48M | $45M | $39M | · | |
| Accum. Depreciation | $41M | $42M | $39M | $34M | $33M | $26M | · | |
| Goodwill | $78M | $78M | $20M | $20M | $21M | $23M | · | |
| Intangibles | $208M | $102M | $76M | $45M | $38M | $34M | · | |
| Other Non-current Assets | $34M | $30M | $16M | $12M | $14M | $12M | · | |
| Total Assets | $8.96B | $7.93B | $7.28B | $6.59B | $5.08B | $3.67B | · | |
| Accrued Liabilities | $17M | $15M | $12M | $10M | $11M | $19M | · | |
| Current Liabilities | $8.08B | $7.13B | $6.54B | $5.98B | $4.50B | $3.44B | · | |
| Capital Leases | · | · | · | $7M | $4M | · | · | |
| Deferred Tax | $25M | $1M | · | · | · | · | · | |
| Other Non-current Liabilities | $143M | $73M | $50M | $30M | $20M | $12M | · | |
| Total Liabilities | $8.25B | $7.21B | $6.62B | $6.05B | $4.59B | $3.48B | · | |
| Long-term Debt | · | · | · | · | · | $40M | · | |
| Total Debt | · | · | $18M | $16M | $14M | · | · | |
| Common Stock | $4M | $4M | $4M | $4M | $3M | $486.0K | · | |
| Paid-in Capital | $896M | $821M | $733M | $650M | $575M | $80M | · | |
| Retained Earnings | $179M | $106M | $-15M | $-109M | $-94M | $-60M | · | |
| Treasury Stock | $369M | $194M | $57M | · | · | · | · | |
| AOCI | $-6M | $-13M | $-176.0K | $-176.0K | $2M | $4M | · | |
| Stockholders' Equity | $704M | $725M | $664M | $545M | $487M | $24M | $-5M | |
| Liabilities + Equity | $8.96B | $7.93B | $7.28B | $6.59B | $5.08B | $3.67B | · | |
| Shares Outstanding | 348,704,315 | 360,093,249 | 357,590,493 | 352,842,025 | 340,384,157 | 48,608,176 | · |
Fluxo de Caixa
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| D&A | $66M | $47M | $28M | $21M | $18M | $17M | $10M | |
| Stock-based Comp | $73M | $65M | $66M | $52M | $37M | $11M | $10M | |
| Deferred Tax | $-17M | $-23M | $-11M | $731.0K | $-1M | $-707.0K | $-694.0K | |
| Amort. of Intangibles | $54M | $37M | $19M | $12M | $11M | $10M | $4M | |
| Restructuring | $5M | · | $4M | · | · | · | · | |
| Other Non-cash | $39M | $-34M | $-16M | $22M | $209.0K | · | · | |
| Operating Cash Flow | $233M | $177M | $159M | $84M | $20M | $10M | $-14M | |
| CapEx | $27M | $8M | $8M | $11M | $7M | $5M | $9M | |
| Investing Cash Flow | $-218M | $-1.96B | $-44M | $6M | $10M | $-67M | $-21M | |
| Debt Issued | · | · | · | · | $17M | · | $60M | |
| Net Debt Issued | · | · | · | · | $-26M | · | · | |
| Stock Repurchased | $174M | $138M | $55M | · | · | · | · | |
| Net Stock Activity | $-174M | $-138M | $-55M | · | · | · | · | |
| Financing Cash Flow | $738M | $428M | $512M | $1.46B | $1.40B | $1.67B | $354M | |
| Net Change in Cash | $758M | $-1.36B | $632M | $1.55B | $1.43B | $1.62B | $319M | |
| Taxes Paid | $13M | $52M | $41M | · | · | · | · | |
| Free Cash Flow | $207M | $169M | $151M | $73M | $13M | · | · |
Lucratividade
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Operating Margin | 11.8% | 15.2% | 12.5% | -3.5% | -6.4% | · | · | |
| Net Margin | 7.0% | 12.4% | 11.2% | -1.9% | -7.2% | · | · | |
| Pretax Margin | 11.0% | 14.3% | 16.0% | 0.26% | -5.3% | · | · | |
| EBITDA Margin | 18.1% | 20.1% | 15.8% | -0.22% | -2.6% | · | · | |
| ROA | 0.87% | 1.6% | 1.4% | -0.21% | -0.78% | · | · | |
| ROE | 9.9% | 16.7% | 14.3% | -2.2% | -6.9% | · | · | |
| ROIC | 11.2% | 17.9% | 10.7% | 29.3% | -8.1% | · | · |
Liquidez e Solvência
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.0 | 1.1 | 1.1 | 1.1 | · | · | |
| Quick Ratio | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | · | · | |
| Debt / Equity | · | · | 0.0 | 0.0 | 0.0 | · | · | |
| LT Debt / Equity | · | · | 0.0 | 0.0 | 0.0 | · | · |
Eficiência
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 | · | · | |
| Receivables Turnover | 94.2 | 98.2 | 79.7 | 47.0 | 29.9 | · | · |
Por Ação
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $2.02 | $2.01 | $1.86 | $1.55 | $1.43 | · | · | |
| Revenue / Share | $2.79 | $2.53 | $2.12 | $1.80 | $2.33 | · | · | |
| Cash Flow / Share | $0.62 | $0.46 | $0.41 | $0.24 | $0.10 | · | · | |
| Cash / Share | $1.19 | $1.38 | $1.73 | $1.54 | $1.37 | · | · | |
| EPS (TTM) | $0.19 | $0.31 | $0.24 | $-0.03 | $-0.33 | · | · |
Taxas de Crescimento
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 7.7% | 17.6% | 32.4% | 32.6% | 37.0% | · | · | |
| Revenue CAGR 3Y | 18.8% | 27.4% | 34.0% | · | · | · | · | |
| Revenue CAGR 5Y | 25.0% | · | · | · | · | · | · | |
| EPS YoY | -38.7% | 29.2% | · | · | · | · | · | |
| Net Income YoY | -39.6% | 29.8% | · | · | · | · | · |
Avaliação (TTM)
| Métrica | Tendência | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.05B | $978M | $831M | $628M | $473M | · | · | |
| Net Income TTM | $73M | $121M | $93M | $-12M | $-34M | · | · | |
| Market Cap | $1.96B | $3.62B | $1.86B | $1.93B | $2.50B | · | · | |
| Enterprise Value | · | · | $1.26B | $1.40B | $2.05B | · | · | |
| P/E | 29.6 | 32.4 | 21.7 | -182.3 | -22.3 | · | · | |
| P/S | 1.9 | 3.7 | 2.2 | 3.1 | 5.3 | · | · | |
| P/B | 2.8 | 5.0 | 2.8 | 3.5 | 5.1 | · | · | |
| P / Tangible Book | 4.7 | 6.6 | 3.3 | 4.0 | 5.8 | · | · | |
| P / Cash Flow | 8.4 | 20.4 | 11.7 | 23.0 | 125.0 | · | · | |
| P / FCF | 9.5 | 21.4 | 12.3 | 26.3 | 190.6 | · | · | |
| EV / EBITDA | · | · | 9.6 | -1034.6 | -167.8 | · | · | |
| EV / FCF | · | · | 8.4 | 19.1 | 156.2 | · | · | |
| EV / Revenue | · | · | 1.5 | 2.2 | 4.3 | · | · | |
| Earnings Yield | 3.4% | 3.1% | 4.6% | -0.55% | -4.5% | · | · |
Demonstração de Resultados
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $274M | $262M | $275M | $271M | $261M | $247M | $262M | $248M | $240M | $228M | $224M | $208M | $207M | $192M | $184M | $159M | |
| R&D Expense | $47M | $43M | $41M | $40M | $37M | $37M | $40M | $35M | $28M | $32M | $35M | $27M | $28M | $29M | $33M | $30M | |
| SG&A Expense | $48M | $36M | $38M | $36M | $37M | $30M | $33M | $30M | $26M | $24M | $27M | $25M | $22M | $27M | $30M | $22M | |
| Operating Expenses | $257M | $232M | $246M | $235M | $231M | $217M | $233M | $213M | $193M | $190M | $199M | $179M | $173M | $177M | $192M | $164M | |
| Operating Income | $17M | $30M | $29M | $36M | $30M | $29M | $29M | $35M | $46M | $38M | $26M | $29M | $33M | $15M | $-9M | $-5M | |
| Pretax Income | $6M | $29M | $27M | $31M | $30M | $28M | $26M | $22M | $48M | $43M | $41M | $23M | $51M | $17M | $-3M | $-24M | |
| Income Tax | $9M | $10M | $8M | $16M | $10M | $7M | $8M | $-19M | $16M | $14M | $14M | $10M | $6M | $9M | $8M | $3M | |
| Net Income | $-2M | $20M | $19M | $14M | $19M | $21M | $18M | $42M | $32M | $29M | $27M | $13M | $46M | $8M | $-10M | $-26M | |
| EPS (Basic) | $-0.01 | $0.06 | $0.05 | $0.04 | $0.05 | $0.06 | $0.05 | $0.12 | $0.09 | $0.08 | $0.08 | $0.04 | $0.12 | $0.02 | $-0.02 | $-0.08 | |
| EPS (Diluted) | $-0.01 | $0.06 | $0.05 | $0.04 | $0.05 | $0.05 | $0.03 | $0.11 | $0.09 | $0.08 | $0.07 | $0.03 | $0.12 | $0.02 | $-0.02 | $-0.08 | |
| Shares (Basic) | 337,465,576 | 345,342,308 | · | 368,266,611 | 368,770,598 | 362,979,571 | · | 357,297,824 | 356,315,658 | 359,306,195 | · | 357,429,113 | 365,000,974 | 360,220,161 | · | 349,740,787 | |
| Shares (Diluted) | 337,465,576 | 350,470,788 | · | 377,633,523 | 380,632,789 | 382,215,129 | · | 374,303,470 | 373,368,383 | 378,715,301 | · | 381,845,099 | 387,623,679 | 388,308,279 | · | 349,740,787 | |
| EBITDA | $38M | $49M | · | $52M | $46M | $44M | · | $49M | $57M | $48M | · | $37M | $39M | $21M | · | $796.0K |
Balanço Patrimonial
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $346M | $339M | $416M | $479M | $497M | $524M | $497M | $534M | $576M | $587M | $617M | $591M | $581M | $545M | $543M | $508M | |
| Receivables | $13M | $13M | $10M | $14M | $14M | $9M | $12M | $14M | $7M | $7M | · | $6M | $11M | $11M | · | $21M | |
| Other Current Assets | $87M | $84M | $91M | $84M | $77M | $71M | $88M | $79M | $53M | $41M | · | $42M | $38M | $45M | · | $35M | |
| Current Assets | $7.96B | $7.72B | $8.11B | $7.40B | $7.21B | $6.71B | $7.10B | $6.25B | $6.73B | $6.62B | · | $6.06B | $6.21B | $6.12B | · | $5.64B | |
| PP&E (Net) | $47M | $40M | $32M | $21M | $18M | $17M | $16M | $14M | $15M | $15M | · | $14M | $14M | $14M | · | $14M | |
| PP&E (Gross) | $90M | $79M | $73M | $67M | $64M | $61M | $58M | $56M | $56M | $55M | · | $51M | $52M | $51M | · | $45M | |
| Accum. Depreciation | $43M | $39M | $41M | $47M | $46M | $44M | $42M | $41M | $42M | $40M | · | $37M | $38M | $36M | · | $32M | |
| Goodwill | $86M | $86M | $78M | $78M | $78M | $78M | $78M | $76M | $20M | $20M | $20M | $20M | $20M | $20M | · | $18M | |
| Intangibles | $215M | $214M | $208M | $206M | $204M | $105M | $102M | $100M | $89M | $83M | · | $71M | $58M | $50M | · | $40M | |
| Other Non-current Assets | $31M | $36M | $34M | $29M | $37M | $35M | $30M | $18M | $15M | $16M | · | $16M | $10M | $11M | · | $13M | |
| Total Assets | $8.76B | $8.60B | $8.96B | $8.21B | $8.11B | $7.55B | $7.93B | $7.05B | $6.92B | $6.80B | · | $6.22B | $6.34B | $6.24B | · | $5.76B | |
| Accrued Liabilities | $18M | $16M | $17M | $15M | $14M | $14M | $15M | · | · | $10M | · | $10M | $10M | $9M | · | $9M | |
| Current Liabilities | $7.94B | $7.76B | $8.08B | $7.31B | $7.21B | $6.73B | $7.13B | $6.26B | $6.19B | $6.06B | · | $5.51B | $5.66B | $5.59B | · | $5.15B | |
| Capital Leases | · | · | · | · | · | · | · | · | · | · | · | $4M | $4M | $5M | · | · | |
| Deferred Tax | $25M | $25M | $25M | $25M | $25M | $1M | $1M | $1M | · | · | · | · | · | · | · | · | |
| Other Non-current Liabilities | $149M | $152M | $143M | $122M | $106M | $67M | $73M | $59M | $54M | $53M | · | $33M | $31M | $31M | · | $27M | |
| Total Liabilities | $8.11B | $7.94B | $8.25B | $7.45B | $7.34B | $6.80B | $7.21B | $6.32B | $6.25B | $6.13B | · | $5.58B | $5.72B | $5.66B | · | $5.23B | |
| Total Debt | · | · | · | · | · | · | · | · | · | $14M | · | $16M | $16M | $17M | · | $16M | |
| Common Stock | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | $4M | · | $4M | $4M | $4M | · | $4M | |
| Paid-in Capital | $938M | $913M | $896M | $876M | $860M | $835M | $821M | $802M | $774M | $752M | · | $711M | $697M | $674M | · | $630M | |
| Retained Earnings | $196M | $199M | $179M | $160M | $146M | $127M | $106M | $88M | $46M | $14M | · | $-42M | $-55M | $-101M | · | $-98M | |
| Treasury Stock | $459M | $443M | $369M | $288M | $243M | $211M | $194M | $176M | $155M | $108M | · | $35M | $20M | · | · | · | |
| AOCI | $-25M | $-13M | $-6M | $-1M | $5M | $-4M | $-13M | $11M | $150.0K | $-149.0K | · | $-176.0K | $-176.0K | $-176.0K | · | $-2M | |
| Stockholders' Equity | $654M | $659M | $704M | $750M | $771M | $751M | $725M | $728M | $669M | $662M | $664M | $638M | $626M | $577M | $545M | $533M | |
| Liabilities + Equity | $8.76B | $8.60B | $8.96B | $8.21B | $8.11B | $7.55B | $7.93B | $7.05B | $6.92B | $6.80B | · | $6.22B | $6.34B | $6.24B | · | $5.76B | |
| Shares Outstanding | 338,723,544 | 337,813,340 | 348,704,315 | 358,836,004 | 362,236,351 | 362,508,704 | 360,093,249 | 356,575,542 | 352,689,391 | 355,695,854 | · | 359,014,445 | 359,051,208 | 359,202,123 | · | 350,193,687 |
Fluxo de Caixa
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $21M | $19M | $20M | $16M | $16M | $14M | $14M | $14M | $11M | $9M | $9M | $7M | $6M | $6M | $5M | $6M | |
| Stock-based Comp | $19M | $19M | $16M | $18M | $20M | $19M | $19M | $17M | $14M | $15M | $17M | $15M | $16M | $17M | $13M | $14M | |
| Deferred Tax | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $-89.0K | $-246.0K | |
| Amort. of Intangibles | $16M | $15M | $15M | $13M | $13M | $12M | $11M | $10M | $9M | $7M | $7M | $5M | $4M | $4M | $3M | $3M | |
| Other Non-cash | · | $-5M | · | · | · | $-6.0K | · | · | · | $-14M | · | · | · | $-27M | · | · | |
| Operating Cash Flow | $61M | $52M | $55M | $54M | $71M | $54M | $46M | $50M | $41M | $40M | $58M | $41M | $56M | $4M | $40M | $15M | |
| CapEx | $11M | $10M | $15M | $5M | $3M | $5M | $4M | $2M | $1M | $2M | $4M | $2M | $658.0K | $2M | $3M | $2M | |
| Investing Cash Flow | $111M | $-61M | $-49M | $-36M | $-86M | $-48M | $-147M | $-1.15B | $-851M | $-114M | $4M | $16M | $-6M | $-57M | $20M | $21M | |
| Stock Repurchased | $18M | $75M | $79M | $45M | $32M | $18M | $17M | $22M | $48M | $51M | $21M | $17M | · | · | · | · | |
| Net Stock Activity | · | $-75M | · | · | · | $-18M | · | · | · | $-51M | · | · | · | · | · | · | |
| Financing Cash Flow | $130M | $-386M | $701M | $35M | $405M | $-402M | $865M | $7M | $78M | $-521M | $1.00B | $-177M | $49M | $-364M | $806M | $-96M | |
| Net Change in Cash | $302M | $-396M | $707M | $52M | $394M | $-395M | $760M | $-1.09B | $-733M | $-597M | $1.07B | $-122M | $99M | $-417M | $866M | $-61M | |
| Free Cash Flow | · | $42M | · | · | · | $49M | · | · | · | $38M | · | · | · | $2M | · | · |
Lucratividade
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 6.2% | 11.5% | · | 13.4% | 11.5% | 11.9% | · | 14.2% | 19.3% | 16.8% | · | 14.2% | 16.2% | 7.8% | · | -3.2% | |
| Net Margin | -0.89% | 7.5% | · | 5.2% | 7.5% | 8.3% | · | 16.8% | 13.5% | 12.7% | · | 6.2% | 22.0% | 4.1% | · | -16.7% | |
| Pretax Margin | 2.3% | 11.2% | · | 11.3% | 11.5% | 11.3% | · | 8.9% | 20.2% | 18.8% | · | 11.0% | 24.8% | 8.9% | · | -15.0% | |
| EBITDA Margin | 13.9% | 18.7% | · | 19.4% | 17.5% | 17.7% | · | 19.6% | 23.8% | 20.9% | · | 17.6% | 19.0% | 11.0% | · | 0.50% | |
| ROA | -0.03% | 0.24% | · | 0.19% | 0.26% | 0.29% | · | 0.63% | 0.49% | 0.44% | · | 0.21% | 0.75% | 0.14% | · | -0.52% | |
| ROE | -0.34% | 2.8% | · | 1.9% | 2.7% | 2.9% | · | 6.1% | 5.0% | 4.7% | · | 2.2% | 7.8% | 1.4% | · | -5.2% | |
| ROIC | -1.0% | 3.0% | · | 2.2% | 2.5% | 2.9% | · | 9.1% | 4.7% | 3.8% | · | 2.5% | 4.6% | 1.2% | · | -1.0% |
Liquidez e Solvência
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.0 | 1.0 | · | 1.0 | 1.0 | 1.0 | · | 1.0 | 1.1 | 1.1 | · | 1.1 | 1.1 | 1.1 | · | 1.1 | |
| Quick Ratio | 0.0 | 0.0 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | |
| Debt / Equity | · | · | · | · | · | · | · | · | · | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | |
| LT Debt / Equity | · | · | · | · | · | · | · | · | · | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Eficiência
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | |
| Receivables Turnover | 20.2 | 23.8 | · | 19.4 | 25.5 | 29.7 | · | 25.5 | 26.9 | 25.3 | · | 15.5 | 16.2 | 15.3 | · | 9.5 |
Por Ação
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $1.93 | $1.95 | · | $2.09 | $2.13 | $2.07 | · | $2.04 | $1.90 | $1.86 | · | $1.78 | $1.74 | $1.61 | · | $1.52 | |
| Revenue / Share | $0.81 | $0.75 | · | $0.72 | $0.68 | $0.65 | · | $0.66 | $0.64 | $0.60 | · | $0.54 | $0.53 | $0.49 | · | $0.45 | |
| Cash Flow / Share | · | $0.15 | · | · | · | $0.14 | · | · | · | $0.10 | · | · | · | $0.01 | · | · | |
| Cash / Share | $1.02 | $1.00 | · | $1.34 | $1.37 | $1.45 | · | $1.50 | $1.63 | $1.65 | · | $1.65 | $1.62 | $1.52 | · | $1.45 | |
| EPS (TTM) | $0.14 | $0.20 | · | $0.17 | $0.24 | $0.28 | · | $0.35 | $0.27 | $0.30 | · | $0.15 | $0.04 | $-0.07 | · | $-0.03 |
Avaliação (TTM)
| Métrica | Tendência | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $1.08B | $1.07B | · | $1.04B | $1.02B | $996M | · | $940M | $900M | $867M | · | $790M | $741M | $683M | · | $583M | |
| Net Income TTM | $50M | $72M | · | $72M | $100M | $113M | · | $130M | $101M | $114M | · | $56M | $17M | $-24M | · | $-21M | |
| Market Cap | $2.41B | $1.63B | · | $2.17B | $2.48B | $2.65B | · | $2.69B | $1.95B | $1.73B | · | $2.20B | $1.73B | $2.26B | · | $2.12B | |
| Enterprise Value | · | · | · | · | · | · | · | · | · | $1.16B | · | $1.62B | $1.16B | $1.73B | · | $1.63B | |
| P/E | 50.9 | 24.1 | · | 35.6 | 28.5 | 26.1 | · | 21.5 | 20.5 | 16.2 | · | 40.8 | 120.2 | -89.7 | · | -201.7 | |
| P/S | 2.2 | 1.5 | · | 2.1 | 2.4 | 2.7 | · | 2.9 | 2.2 | 2.0 | · | 2.8 | 2.3 | 3.3 | · | 3.6 | |
| P/B | 3.7 | 2.5 | · | 2.9 | 3.2 | 3.5 | · | 3.7 | 2.9 | 2.6 | · | 3.4 | 2.8 | 3.9 | · | 4.0 | |
| P / Tangible Book | 6.9 | 4.6 | · | 4.7 | 5.1 | 4.7 | · | 4.9 | 3.5 | 3.1 | · | 4.0 | 3.2 | 4.5 | · | 4.5 | |
| P / Cash Flow | · | 31.5 | · | · | · | 49.3 | · | · | · | 43.8 | · | · | · | 578.1 | · | · | |
| EV / Revenue | · | · | · | · | · | · | · | · | · | 1.3 | · | 2.1 | 1.6 | 2.5 | · | 2.8 | |
| Earnings Yield | 2.0% | 4.1% | · | 2.8% | 3.5% | 3.8% | · | 4.7% | 4.9% | 6.2% | · | 2.5% | 0.83% | -1.1% | · | -0.50% |
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 | $1.05B | $978M | $831M | $628M | $473M |
| Margem Operacional % | 11.8% | 15.2% | 12.5% | -3.5% | -6.4% |
| Lucro líquido | $73M | $121M | $93M | $-12M | $-34M |
| EPS Diluído | $0.19 | $0.31 | $0.24 | $-0.03 | $-0.33 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Dívida / Patrimônio Líquido | · | · | 0.0 | 0.0 | 0.0 |
| Índice de liquidez corrente | 1.0 | 1.0 | 1.1 | 1.1 | 1.1 |
| Índice de Liquidez Seca | 0.1 | 0.1 | 0.1 | 0.1 | 0.1 |
| Métrica | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| Fluxo de caixa livre | $207M | $169M | $151M | $73M | $13M |
Investidores institucionais (13F) 328 declarantes · $2.4B 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 |
|---|---|---|---|---|
| 82 (+21 vs trimestre anterior) | 51 (-3 vs trimestre anterior) | 71 (-18 vs trimestre anterior) | 100 (+10 vs trimestre anterior) | +21.8M |
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 |
|---|---|---|---|---|
| BlackRock, Inc. | $278.075.904 | 39.055.605 | 11,60% | Ações |
| Technology Crossover Management VIII, Ltd. | $243.483.466 | 34.197.116 | 10,16% | Ações |
| VANGUARD GROUP INC | $180.816.329 | 32.173.724 | 7,54% | Ações |
| Susquehanna Capital Management, LLC | $146.294.390 | 20.546.965 | 6,10% | Ações |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $104.791.861 | 14.717.958 | 4,37% | Ações |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | $97.702.470 | 13.722.257 | 4,08% | Ações |
| VANGUARD CAPITAL MANAGEMENT LLC | $86.481.549 | 12.146.285 | 3,61% | Ações |
| AXA Investment Managers S.A. | $83.890.686 | 13.866.229 | 3,50% | Ações |
| STATE STREET CORP | $77.174.563 | 10.839.124 | 3,22% | Ações |
| Pentwater Capital Management LP | $70.405.479 | 9.888.410 | 2,94% | Ações |
| DIMENSIONAL FUND ADVISORS LP | $62.177.860 | 8.732.974 | 2,59% | Ações |
| Magnetar Financial LLC | $50.622.260 | 7.109.868 | 2,11% | Ações |
| GEODE CAPITAL MANAGEMENT, LLC | $50.480.575 | 7.088.655 | 2,11% | Ações |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $39.599.738 | 5.561.761 | 1,65% | Ações |
| MORGAN STANLEY | $33.619.684 | 4.721.865 | 1,40% | Ações |
| JPMORGAN CHASE & CO | $32.756.609 | 4.609.455 | 1,37% | Ações |
| AMERICAN CENTURY COMPANIES INC | $32.372.255 | 4.546.665 | 1,35% | Ações |
| Balyasny Asset Management L.P. | $32.111.990 | 4.510.111 | 1,34% | Ações |
| FMR LLC | $31.518.488 | 4.426.754 | 1,31% | Ações |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | $31.074.863 | 4.364.447 | 1,30% | Ações |
| MILLENNIUM MANAGEMENT LLC | $29.929.720 | 5.656.799 | 1,25% | Ações |
| AMERIPRISE FINANCIAL INC | $26.504.323 | 3.722.517 | 1,11% | Ações |
| BANK OF AMERICA CORP /DE/ | $26.397.508 | 3.707.515 | 1,10% | Ações |
| ALLIANCEBERNSTEIN L.P. | $22.854.261 | 4.731.731 | 0,95% | Ações |
| SOROS FUND MANAGEMENT LLC | $22.784.000 | 3.200.000 | 0,95% | Ações |
| Jasper Ridge Partners, L.P. | $22.366.198 | 3.141.320 | 0,93% | Ações |
| GOLDMAN SACHS GROUP INC | $21.600.912 | 3.033.836 | 0,90% | Ações |
| TIG Advisors, LLC | $20.898.439 | 2.935.174 | 0,87% | Ações |
| NORTHERN TRUST CORP | $20.115.138 | 2.825.160 | 0,84% | Ações |
| Nuveen, LLC | $19.319.188 | 2.713.369 | 0,81% | Ações |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $18.788.605 | 2.638.849 | 0,78% | Ações |
| Battery Global Advisors, LLC | $17.023.742 | 2.390.975 | 0,71% | Ações |
| JANE STREET GROUP, LLC | $16.372.062 | 2.299.447 | 0,68% | Ações |
| Qube Research & Technologies Ltd | $14.700.016 | 2.064.609 | 0,61% | Ações |
| AQR Arbitrage LLC | $14.422.692 | 2.025.659 | 0,60% | Ações |
| RENAISSANCE TECHNOLOGIES LLC | $14.375.992 | 2.019.100 | 0,60% | Ações |
| VANGUARD FIDUCIARY TRUST CO | $13.742.134 | 1.930.075 | 0,57% | Ações |
| TWO SIGMA ADVISERS, LP | $11.479.974 | 2.042.700 | 0,48% | Ações |
| NORGES BANK | $11.198.336 | 1.572.800 | 0,47% | Ações |
| Bank of New York Mellon Corp | $10.549.424 | 1.481.661 | 0,44% | Ações |
| PRINCIPAL FINANCIAL GROUP INC | $9.434.534 | 1.325.075 | 0,39% | Ações |
| Grantham, Mayo, Van Otterloo & Co. LLC | $9.176.470 | 1.288.830 | 0,38% | Ações |
| Public Sector Pension Investment Board | $7.403.540 | 1.039.823 | 0,31% | Ações |
| AQR CAPITAL MANAGEMENT LLC | $7.217.424 | 1.013.683 | 0,30% | Ações |
| ALPINE ASSOCIATES MANAGEMENT INC. | $7.120.001 | 1.000.000 | 0,30% | Ações |
| D. E. Shaw & Co., Inc. | $7.044.386 | 989.380 | 0,29% | Ações |
| TWO SIGMA INVESTMENTS, LP | $5.787.371 | 812.833 | 0,24% | Ações |
| GABELLI FUNDS LLC | $5.733.380 | 805.250 | 0,24% | Ações |
| Tikvah Management LLC | $5.496.206 | 771.939 | 0,23% | Ações |
| Invesco Ltd. | $5.476.241 | 769.135 | 0,23% | Ações |
Ativistas e proprietários de 5%+ 5 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 |
|---|---|---|---|---|---|
| TECHNOLOGY CROSSOVER MANAGEMENT VIII, LTD., TECHNOLOGY CROSSOVER MANAGEMENT VIII, L.P., TCV VIII, L.P., TCV VIII (A), L.P., TCV VIII (B), L.P., TCV MEMBER FUND, L.P., TCV VIII MANAGEMENT, L.L.C., CHRISTOPHER P. MARSHALL ×3 declarações | 16 de Junho de 2026 | 10,20% | Emenda | · | SEC |
| Arthur Dantchik, SIG Growth Equity Funds Limited Partnership, LLLP | 29 de Dezembro de 2025 | 6,30% | Emenda | · | SEC |
| Susquehanna Growth Equity Fund III, LLLP, Susquehanna Growth Equity Fund V, LLLP, Susquehanna Capital Management, LLC (f/k/a Susquehanna Growth Equity, LLC), Amir Goldman, Arthur Dantchik, SIG Growth Equity Funds Limited Partnership, LLLP ×2 declarações | 21 de Novembro de 2022 | · | Declaração inicial | · | SEC |
| Viola Ventures III, L.P., Viola Ventures GP 3 Ltd., Shlomo Dovrat, Harel Beit-On, Avi Zeevi | 15 de Setembro de 2022 | · | Declaração inicial | Investimento passivo | SEC |
| Viola Ventures, III L.P., Viola Ventures GP 3 Ltd., Shlomo Dovrat, Harel Beit-On, Avi Zeevi | 6 de Julho de 2021 | · | Declaração inicial | Investimento passivo | 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 23 insiders · 12 diretores · 11 conselheiros
| Investidor com informação privilegiada | Função | Última atividade | Ações detidas | Compras 12m | Vendas 12m | Líquido 12m |
|---|---|---|---|---|---|---|
| John Caplan | Chief Executive Officer | 20 de Agosto de 2026 F | 5.654.906 | 0 | 0 | $0 |
| Beatrice Ordonez | Chief Financial Officer | 20 de Agosto de 2026 F | 2.786.963 | 0 | 1 | $-175.250 |
| Michael G Levine | Chief Financial Officer | 24 de Fevereiro de 2023 S | 1.151.430 | 0 | 0 | $0 |
| Keren Levy | President | 14 de Fevereiro de 2023 A | 666.458 | 0 | 0 | $0 |
| Arnon Kraft | Chief Operating Officer | 13 de Fevereiro de 2024 A | 794.371 | 0 | 0 | $0 |
| Tsafi Goldman | Chief Legal & Governance Ofcr. | 20 de Agosto de 2026 F | 970.183 | 0 | 0 | $0 |
| Itai Perry | Chief Accounting Officer | 26 de Fevereiro de 2026 F | 175.266 | 0 | 0 | $0 |
| Assaf Ronen | Chief Platform Officer | 20 de Setembro de 2023 F | 2.628.996 | 0 | 0 | $0 |
| Robert Kl Clarkson | Chief Revenue Officer | 6 de Fevereiro de 2023 S | 901.407 | 0 | 0 | $0 |
| Oded Edri | Chief Accounting Officer | 22 de Fevereiro de 2022 A | 105.000 | 0 | 0 | $0 |
| Aviva Arnon | Chief People Officer | 22 de Fevereiro de 2022 A | 401.502 | 0 | 0 | $0 |
| Noam Oren | Chief Technology Officer | 9 de Setembro de 2021 A | 20.000 | 0 | 0 | $0 |
| Amir Goldman | Conselheiro | 22 de Junho de 2026 G | 2.257.860 | 0 | 0 | $0 |
| Barak Eilam | Conselheiro | 10 de Junho de 2026 A | 66.162 | 0 | 0 | $0 |
| Susanna Morgan | Conselheiro | 10 de Junho de 2026 A | 141.354 | 0 | 0 | $0 |
| Del Castillo Sharda Caro | Conselheiro | 10 de Junho de 2026 A | 142.339 | 0 | 0 | $0 |
| Rich Williams | Conselheiro | 10 de Junho de 2026 A | 235.791 | 0 | 0 | $0 |
| Pamela H Patsley | Conselheiro | 10 de Junho de 2026 A | 240.818 | 0 | 0 | $0 |
| Scott H. Galit | Conselheiro | 4 de Junho de 2025 M | 1.092.784 | 0 | 0 | $0 |
| Avi Zeevi | Conselheiro | 7 de Agosto de 2024 S | 302.337 | 0 | 0 | $0 |
| John C. Morris | Conselheiro | 13 de Junho de 2022 J | 382.701 | 0 | 0 | $0 |
| Heather Tookes | Conselheiro | 23 de Dezembro de 2021 D | 101.820 | 0 | 0 | $0 |
| Charles Rosenblatt | · | 23 de Dezembro de 2021 F | 301.802 | 0 | 0 | $0 |
Executivos de declarações SEC Formulário 3/4/5; líquido = apenas P/V de mercado aberto
Participação em ETFs Detido por 47 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 |
|---|---|---|---|---|
| JSML · Janus Detroit Street Trust | 0,64% | 325.642 NS | 31 de Julho de 2026 | N-PORT |
| PSCF · Invesco Exchange-Traded Fund Trust … | 0,45% | 17.442 SH | 2 de Outubro de 2026 | Diário |
| MNA · New York Life Investments ETF Trust | 0,33% | 115.273 NS | 31 de Julho de 2026 | N-PORT |
| VIOG · VANGUARD ADMIRAL FUNDS | 0,14% | 213.031 SH | 19 de Agosto de 2026 | Diário |
| QVMS · Invesco Exchange-Traded Fund Trust … | 0,12% | 40.923 SH | 2 de Outubro de 2026 | Diário |
| IWO · iShares Trust | 0,12% | 2.486.185 SH | 11 de Setembro de 2026 | Diário |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0,11% | 283.703 SH | 19 de Agosto de 2026 | Diário |
| VIOO · VANGUARD ADMIRAL FUNDS | 0,10% | 947.909 SH | 19 de Agosto de 2026 | Diário |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0,08% | 309.916 SH | 2 de Outubro de 2026 | Diário |
| RWJ · Invesco Exchange-Traded Fund Trust … | 0,07% | 192.758 SH | 2 de Outubro de 2026 | Diário |
| VIOV · VANGUARD ADMIRAL FUNDS | 0,07% | 195.638 SH | 19 de Agosto de 2026 | Diário |
| ESML · iShares Trust | 0,07% | 270.084 SH | 11 de Setembro de 2026 | Diário |
| BBSC · J.P. Morgan Exchange-Traded Fund Tr… | 0,06% | 62.325 NS | 31 de Julho de 2026 | N-PORT |
| IWM · iShares Trust | 0,06% | 6.769.521 SH | 11 de Setembro de 2026 | Diário |
| RSSL · Global X Funds | 0,06% | 126.401 NS | 31 de Julho de 2026 | N-PORT |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0,06% | 1.522.663 SH | 19 de Agosto de 2026 | Diário |
| DFAS · Dimensional ETF Trust | 0,05% | 1.143.219 NS | 31 de Julho de 2026 | N-PORT |
| ISCG · iShares Trust | 0,05% | 71.683 SH | 11 de Setembro de 2026 | Diário |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0,05% | 19.279 SH | 2 de Outubro de 2026 | Diário |
| VBK · VANGUARD INDEX FUNDS | 0,05% | 3.556.478 SH | 19 de Agosto de 2026 | Diário |
| DXUV · Dimensional ETF Trust | 0,03% | 22.780 NS | 31 de Julho de 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0,03% | 548.977 NS | 31 de Julho de 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0,02% | 68.619 NS | 31 de Julho de 2026 | N-PORT |
| VXF · VANGUARD INDEX FUNDS | 0,02% | 3.115.073 SH | 19 de Agosto de 2026 | Diário |
| VB · VANGUARD INDEX FUNDS | 0,02% | 6.151.028 SH | 19 de Agosto de 2026 | Diário |
| VFH · VANGUARD WORLD FUND | 0,02% | 421.153 SH | 19 de Agosto de 2026 | Diário |
| WSML · iShares Trust | 0,02% | 15.377 SH | 11 de Setembro de 2026 | Diário |
| TECB · iShares Trust | 0,01% | 7.723 SH | 11 de Setembro de 2026 | Diário |
| DFAC · Dimensional ETF Trust | 0,01% | 698.675 NS | 31 de Julho de 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0,01% | 25.673 NS | 31 de Julho de 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0,00% | 79.925 NS | 31 de Julho de 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0,00% | 14.459 NS | 31 de Julho de 2026 | N-PORT |
| TILT · FlexShares Trust | 0,00% | 9.880 NS | 31 de Julho de 2026 | N-PORT |
| ITOT · iShares Trust | 0,00% | 378.354 SH | 11 de Setembro de 2026 | Diário |
| DFUS · Dimensional ETF Trust | 0,00% | 82.926 NS | 31 de Julho de 2026 | N-PORT |
| IWV · iShares Trust | 0,00% | 74.111 SH | 3 de Setembro de 2026 | Diário |
| ESSC · Strategy Shares | 0,00% | 89 NS | 31 de Julho de 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0,00% | 1.946 NS | 31 de Julho de 2026 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0,00% | 8.541.197 SH | 19 de Agosto de 2026 | Diário |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0,00% | 213.471 SH | 19 de Agosto de 2026 | Diário |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0,00% | 21.928 SH | 19 de Agosto de 2026 | Diário |
| ESGV · VANGUARD WORLD FUND | 0,00% | 58.634 SH | 19 de Agosto de 2026 | Diário |
| IJR · iShares Trust | · | 16.560.181 SH | 10 de Setembro de 2026 | Diário |
| IJT · iShares Trust | · | 1.695.611 SH | 9 de Setembro de 2026 | Diário |
| IJS · iShares Trust | · | 826.543 SH | 8 de Setembro de 2026 | Diário |
| XJR · iShares Trust | · | 37.182 SH | 31 de Agosto de 2026 | Diário |
| ISCB · iShares Trust | · | 10.298 SH | 11 de Setembro de 2026 | Diário |
PAYO Consenso dos analistas Opiniões de analistas otimistas e pessimistas, preço-alvo de 12 meses, potencial de alta
Preço-alvo de 12 meses
4 analistas · 2026-09-28Alvo médio $7.40 +3,5%
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 |
|---|---|---|---|---|---|---|
| PAYO | $1.96B | 29.6 | 7.7% | 7.0% | 9.9% | · |
| RELY | $2.91B | 44.5 | 29.4% | 4.2% | 8.3% | · |
| PAY | · | 60.8 | 37.2% | 5.6% | 12.4% | 24.8% |
| SEZL | · | 17.1 | 66.1% | · | · | · |
| NATL | $2.81B | 17.8 | 1.1% | 3.7% | 52.1% | · |
| FOUR | · | · | 25.5% | 2.9% | 10.6% | · |
| WU | $2.94B | 6.1 | -3.8% | 12.3% | 54.3% | · |
| EEFT | · | 11.1 | 6.4% | 7.3% | 24.4% | · |
| FLYW | $1.70B | 128.7 | 26.6% | 2.2% | 1.7% | · |
| MQ | $2.05B | · | 23.2% | -2.2% | -1.7% | 70.0% |
| V | · | · | 11.3% | 50.1% | 52.8% | · |
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