Z 分类 C Zillow Group, Inc. - Class C Capital Stock
NASDAQ · Real Estate · 在 SEC EDGAR 上查看 ↗ 收盘 十月 2, 2026 10-K/10-Q 八月 5, 2026
$27.41
· % 处于52周区间
· 高于低点
· 至高点
$26.6752周低点
$79.4052周高点
市值 (MRQ)
$6.16B
P/E
290.2
EPS
$0.09
收入
$2.58B
Z 股票快照 价格、市值、P/E、EPS、ROE、负债/权益、52周范围
价格
$27.41
市值 (MRQ)
$6.16B
P/E
290.2
EPS
$0.09
收入
$2.58B
ROE
0.48%
52周区间
$27–$79
Z 股价图表 包含技术指标的日 OHLCV — 平移、缩放和自定义您的视图
区间
条形图
柱状图粒度会根据所选周期进行调整 — 将鼠标悬停在图表上可查看柱状图的开盘价/最高价/最低价/收盘价。
关于 Zillow Group, Inc. - Class C Capital Stock 公司概况（来自维基百科）
Zillow Group, Inc.，簡稱Zillow，是一家创立于2006年的美國線上房地产公司，由前微软高管和Expedia创始人里奇·巴頓、罗伊德·弗林克（Lloyd Frink）联合创办。
来源：维基百科, CC BY-SA 4.0 · 在维基百科上查看 ↗
行业板块Real Estate
行业Real Estate
员工7232
国家US
10年表现 收入、净利润、利润率和每股收益趋势
收入$2.58B2016-12-31 → 2025-12-31
EPS$0.092019-12-31 → 2025-12-31
自由现金流$235M2016-12-31 → 2025-12-31
净利率0.89%2016-12-31 → 2025-12-31
估值与比率
估值 P/E、P/S、P/B、EV/EBITDA 比率 — 该股票是昂贵还是便宜？
| 指标 | 5年趋势 | Z | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| P/E | 290.25年均值 ≈82.1 | ≈82.1 | 86.3 | 估值过高 | |
| P/S | 2.45年均值 ≈6.5 | ≈6.5 | 0.9 | 估值过高 | |
| 市净率 (MRQ) | 1.45年均值 ≈2.9 | ≈2.9 | 2.0 | 低估 | |
| Price / FCF (股价/自由现金流) | 26.75年均值 ≈38.3 | ≈38.3 | · | · | |
| Price / Cash Flow (市现率) | 17.15年均值 ≈24.3 | ≈24.3 | 29.0 | 估值过高 | |
| 市净率（有形资产） (MRQ) | 1.55年均值 ≈7.6 | ≈7.6 | · | · |
同行中位数按每项指标的标准化基础计算，可能与本股票显示的TTM/MRQ基础不完全匹配。
盈利能力 毛利率、营业利润率和净利率；股本回报率 (ROE)、资产回报率 (ROA)、投入资本回报率 (ROIC)
| 指标 | 5年趋势 | Z | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Gross Margin (毛利率) | 74.1%5年均值 ≈66.3% | ≈66.3% | · | · | |
| Operating Margin (营业利润率) | -1.3%5年均值 ≈-6.6% | ≈-6.6% | 3.1% | 弱 | |
| EBITDA Margin (息税折旧摊销前利润率) | 8.9%5年均值 ≈1.5% | ≈1.5% | 3.1% | 弱 | |
| Pretax Margin (税前利润率) | 0.97%5年均值 ≈-4.5% | ≈-4.5% | 2.9% | 弱 | |
| Net Profit Margin (净利润率) | 0.89%5年均值 ≈-4.8% | ≈-4.8% | 2.0% | 弱 | |
| ROA | 0.40%5年均值 ≈-2.2% | ≈-2.2% | 0.40% | 持平 | |
| ROE | 0.48%5年均值 ≈-3.4% | ≈-3.4% | 0.48% | 持平 | |
| ROIC | -0.64%5年均值 ≈-3.6% | ≈-3.6% | 1.4% | 弱 |
财务健康 债务、流动性、偿付能力 — 资产负债表强度
| 指标 | 5年趋势 | Z | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| 流动比率 (MRQ) | 1.95年均值 ≈4.9 | ≈4.9 | 1.3 | 流动性强 | |
| Quick Ratio (速动比率) | 1.45年均值 ≈2.2 | ≈2.2 | 0.8 | 持平 |
成长 营收、每股收益 (EPS) 和净利润增长：同比、3年复合年增长率 (CAGR)、5年复合年增长率 (CAGR)
| 指标 | 5年趋势 | Z | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Revenue YoY (营收同比增长) | 15.5%5年均值 ≈10.6% | ≈10.6% | · | · | |
| Revenue CAGR 3Y (营收3年复合年增长率) | 9.7%5年均值 ≈5.8% | ≈5.8% | · | · | |
| Revenue CAGR 5Y (营收5年复合年增长率) | 9.7% | · | · | · |
资本效率 资产周转率、库存周转率、应收账款周转率
| 指标 | 5年趋势 | Z | 5年均值 | 同行中位数 | 结论 |
|---|---|---|---|---|---|
| Asset Turnover (资产周转率) | 0.45年均值 ≈0.4 | ≈0.4 | 0.9 | 弱 | |
| Receivables Turnover (应收账款周转率) | 20.45年均值 ≈32.9 | ≈32.9 | 15.4 | 顶尖 | |
| Revenue / Employee (年营业收入 ÷ 员工人数（报告的 headcount，yfinance）。衍生数据 — 非存储的 SEC-XBRL 概念。) | ≈$357.2K | · | · | · |
价值 · ≈ 5年均值 · 行业中值 · 相对于中值的评判
收益历史 每股收益实际值 vs 预估值，惊喜%，达标率，下次财报日期
平均惊喜
4.1%
下次报告
十月 28, 2026
| 期间 | 报告 | EPS Actual | EPS 预期 | 惊喜 |
|---|---|---|---|---|
| 2026年6月30日 | 八月 4, 2026 | $0.52 | $0.46 | 13.1% |
| 2026年3月31日 | $0.53 | $0.46 | 14.2% | |
| 2025年12月31日 | $0.39 | $0.41 | -4.4% | |
| 2025年9月30日 | $0.44 | $0.44 | 0.18% | |
| 2025年6月30日 | $0.40 | $0.43 | -7.3% | |
| 2025年3月31日 | $0.41 | $0.38 | 8.5% |
完整基本面 所有年度指标 — 损益表、资产负债表、现金流量表
损益表
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $2.58B | $2.24B | $1.95B | $1.96B | $2.13B | $1.62B | $2.74B | $1.33B | $1.08B | $847M | $645M | $326M | |
| Cost of Revenue | $668M | $527M | $421M | $367M | $323M | $255M | $1.54B | $154M | $85M | $69M | $60M | $29M | |
| Gross Profit | $1.92B | $1.71B | $1.52B | $1.59B | $1.81B | $1.37B | $1.20B | · | · | · | · | · | |
| R&D Expense | $607M | $585M | $560M | $498M | $421M | $324M | $351M | $411M | $320M | $256M | $184M | $85M | |
| SG&A Expense | $497M | $524M | $553M | $498M | $414M | $324M | $366M | $262M | $211M | $332M | $185M | $66M | |
| Operating Expenses | $1.95B | $1.91B | $1.79B | $1.68B | $1.57B | $1.26B | $1.45B | $1.46B | $1.24B | $1.04B | $794M | $371M | |
| Operating Income | $-34M | $-197M | $-270M | $-93M | $239M | $109M | $-247M | $-129M | $-162M | $-193M | $-150M | $-45M | |
| Interest Expense | · | · | · | · | · | · | · | · | · | · | $5M | · | |
| Pretax Income | $25M | $-107M | $-154M | $-85M | $101M | $-3M | $-310M | $-151M | $-184M | $-220M | $-154M | $-44M | |
| Income Tax | $2M | $5M | $4M | $3M | $-1M | $-8M | $-4M | $-31M | $-90M | $130.0K | $-5M | · | |
| Net Income | $23M | $-112M | $-158M | $-101M | $-528M | $-162M | $-305M | $-120M | $-94M | $-220M | $-149M | $-44M | |
| EPS (Basic) | $0.09 | $-0.48 | $-0.68 | $-0.42 | $-2.11 | $-0.72 | $-1.48 | · | · | · | · | · | |
| EPS (Diluted) | $0.09 | $-0.48 | $-0.68 | $-0.42 | $-2.02 | $-0.70 | $-1.48 | · | · | · | · | · | |
| Shares (Basic) | 241,930,000 | 234,077,000 | 233,575,000 | 242,163,000 | 249,937,000 | 223,848,000 | 206,380,000 | · | · | · | · | · | |
| Shares (Diluted) | 254,117,000 | 234,077,000 | 233,575,000 | 242,163,000 | 261,826,000 | 231,435,000 | 206,380,000 | · | · | · | · | · | |
| EBITDA | $230M | $43M | $-83M | $64M | $-198M | $69M | $-160M | $-30M | $-52M | $-92M | $-74M | · |
资产负债表
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $768M | $1.08B | $1.49B | $1.47B | $2.31B | $1.70B | $1.14B | $651M | $352M | $244M | $229M | $126M | |
| Short-term Investments | · | · | · | · | · | · | · | · | · | · | $291M | $247M | |
| Receivables | $149M | $104M | $96M | $72M | $77M | $70M | $67M | $66M | $54M | $41M | $30M | $19M | |
| Prepaid Expense | $287M | $210M | $140M | $126M | $140M | $76M | $58M | $61M | $25M | $35M | $24M | $10M | |
| Current Assets | $2.12B | $2.33B | $3.15B | $3.60B | $7.68B | $4.96B | $3.51B | $1.89B | $842M | $583M | $574M | $401M | |
| PP&E (Net) | $350M | $360M | $328M | $271M | $215M | $196M | $170M | $135M | $112M | $98M | $86M | $42M | |
| PP&E (Gross) | $654M | $643M | $539M | $430M | $334M | $310M | $345M | $306M | $259M | $207M | $158M | $108M | |
| Accum. Depreciation | $304M | $283M | $211M | $159M | $119M | $114M | $175M | $171M | $146M | $109M | $72M | $67M | |
| Goodwill | $2.82B | $2.82B | $2.82B | $2.37B | $2.37B | $1.98B | $1.98B | $1.98B | $1.93B | $1.92B | $1.91B | $96M | |
| Intangibles | $279M | $207M | $241M | $154M | $176M | $95M | $191M | $216M | $320M | $527M | $559M | $27M | |
| Other Non-current Assets | $28M | $21M | $21M | $12M | $3M | $7M | $18M | $17M | $26M | $18M | $5M | $358.0K | |
| Total Assets | $5.68B | $5.83B | $6.65B | $6.56B | $10.70B | $7.49B | $6.13B | $4.29B | $3.23B | $3.15B | $3.14B | $650M | |
| Accounts Payable | $36M | $30M | $28M | $20M | $11M | $19M | $8M | $7M | $4M | $4M | $3M | $9M | |
| Accrued Liabilities | $134M | $105M | $107M | $90M | $89M | $94M | $85M | $63M | $61M | $38M | $43M | $17M | |
| Current Liabilities | $679M | $831M | $971M | $270M | $3.88B | $909M | $921M | $287M | $118M | $97M | $80M | $49M | |
| Capital Leases | $79M | $83M | $95M | $139M | $148M | $208M | $220M | · | · | · | · | · | |
| Other Non-current Liabilities | $43M | $67M | $60M | $12M | $5M | $15M | · | · | · | · | · | · | |
| Total Liabilities | $801M | $981M | $2.13B | $2.08B | $5.35B | $2.74B | $2.70B | $1.02B | $570M | $616M | $457M | $61M | |
| Total Debt | · | · | · | · | $1.32B | $1.61B | $1.54B | $699M | $385M | $367M | $230M | · | |
| Common Stock | $0 | $0 | · | · | · | · | · | · | · | · | · | · | |
| Retained Earnings | $-1.86B | $-1.88B | $-1.77B | $-1.61B | $-1.67B | $-1.14B | $-977M | $-672M | $-592M | $-497M | $-277M | $-128M | |
| AOCI | $2M | $-3M | $-5M | $-15M | $7M | $164.0K | $340.0K | $-905.0K | $-1M | $-242.0K | $-471.0K | · | |
| Stockholders' Equity | $4.88B | $4.85B | $4.53B | $4.48B | $5.34B | $4.74B | $3.44B | $3.27B | $2.66B | $2.53B | $2.68B | $589M | |
| Liabilities + Equity | $5.68B | $5.83B | $6.65B | $6.56B | $10.70B | $7.49B | $6.13B | $4.29B | $3.23B | $3.15B | $3.14B | $650M | |
| Shares Outstanding | 240,446,000 | 242,489,000 | 233,354,000 | 234,268,000 | 250,630,000 | 240,526,000 | 209,067,000 | 203,904,265 | 190,115,148 | 182,458,718 | 178,474,917 | 122,387,520 |
现金流
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $264M | $240M | $187M | $157M | $130M | $111M | $87M | $99M | $110M | $101M | $75M | $36M | |
| Stock-based Comp | $390M | $448M | $451M | $451M | $312M | $197M | $199M | $149M | $114M | $107M | $105M | $34M | |
| Deferred Tax | $2M | $1M | $0 | $0 | $-3M | $-8M | $-5M | $-31M | $-90M | $130.0K | $5M | · | |
| Amort. of Intangibles | $89M | $77M | $53M | $58M | · | · | · | $79M | $94M | $87M | $63M | $29M | |
| Restructuring | · | · | · | $24M | · | · | · | · | · | · | $36M | · | |
| Other Non-cash | $-311M | $-149M | $-126M | $4.00B | $-3.09B | $287M | $-589M | $-94M | $218M | $22M | $-14M | · | |
| Operating Cash Flow | $368M | $428M | $354M | $4.50B | $-3.18B | $423M | $-612M | $4M | $258M | $9M | $23M | $46M | |
| CapEx | $133M | $143M | $135M | $115M | $74M | $85M | $67M | $66M | $67M | $62M | $53M | $32M | |
| Investing Cash Flow | $-6M | $395M | $25M | $-1.53B | $1.09B | $-1.04B | $-456M | $-623M | $-247M | $-66M | · | · | |
| Stock Issued | · | · | $0 | $0 | $545M | $412M | $0 | $360M | $0 | $0 | · | · | |
| Stock Repurchased | $670M | $301M | $424M | $947M | $302M | $0 | $0 | · | · | · | · | · | |
| Net Stock Activity | $-670M | $-301M | $-424M | $-947M | $242M | $412M | $0 | $360M | · | · | · | · | |
| Financing Cash Flow | $-674M | $-1.23B | $-352M | $-4.34B | $3.15B | $1.16B | $1.64B | $930M | $98M | $72M | · | · | |
| Net Change in Cash | $-312M | $-410M | $27M | $-1.37B | $1.06B | $548M | $567M | $311M | $109M | $14M | $103M | $-76M | |
| Free Cash Flow | $235M | $285M | $219M | $4.39B | $-3.25B | $339M | $-679M | $-62M | $191M | $-53M | $-32M | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | · | $-38M | · |
盈利能力
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 74.1% | 76.4% | 78.3% | 81.3% | 21.5% | · | · | · | · | · | · | · | |
| Operating Margin | -1.3% | -8.8% | -13.9% | -4.8% | -4.0% | -1.2% | -9.0% | -9.7% | -15.0% | -22.8% | -23.2% | · | |
| Net Margin | 0.89% | -5.0% | -8.1% | -5.2% | -6.5% | -4.9% | -11.1% | -9.0% | -8.8% | -26.0% | -23.1% | · | |
| Pretax Margin | 0.97% | -4.8% | -7.9% | -4.3% | -6.5% | -5.1% | -11.3% | -11.3% | -17.1% | -26.0% | -23.8% | · | |
| EBITDA Margin | 8.9% | 1.9% | -4.3% | 3.3% | -2.4% | 2.1% | -5.8% | -2.2% | -4.8% | -10.9% | -11.5% | · | |
| ROA | 0.40% | -1.8% | -2.4% | -1.2% | -5.8% | -2.4% | -5.9% | -3.2% | -3.0% | -7.0% | -7.9% | · | |
| ROE | 0.48% | -2.4% | -3.5% | -2.2% | -9.5% | -3.6% | -8.9% | -3.6% | -3.6% | -8.5% | -9.1% | · | |
| ROIC | -0.64% | -4.2% | -6.1% | -2.1% | -4.9% | -0.62% | -4.9% | -2.6% | -2.7% | -6.7% | -5.0% | · |
流动性与偿付能力
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 3.1 | 2.8 | 3.2 | 13.3 | 2.0 | 5.5 | 3.8 | 6.6 | 7.1 | 6.0 | 7.1 | · | |
| Quick Ratio | 1.4 | 1.4 | 1.6 | 5.7 | 0.7 | 2.0 | 1.3 | 2.5 | 3.4 | 2.9 | 6.8 | · | |
| Debt / Equity | · | · | · | · | 0.2 | 0.3 | 0.4 | 0.2 | 0.1 | 0.1 | 0.1 | · | |
| LT Debt / Equity | · | · | · | · | 0.2 | 0.3 | 0.4 | 0.2 | 0.1 | 0.1 | 0.1 | · | |
| Interest Coverage | · | · | · | · | · | · | · | · | · | · | -27.2 | · |
效率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.4 | 0.4 | 0.3 | 0.2 | 0.9 | 0.5 | 0.5 | 0.4 | 0.3 | 0.3 | 0.3 | · | |
| Receivables Turnover | 20.4 | 22.4 | 23.2 | 26.3 | 72.5 | 48.8 | 41.2 | 22.1 | 22.7 | 24.1 | 26.6 | · |
每股
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $20.31 | $19.99 | $19.40 | $19.13 | $21.31 | $19.71 | $16.43 | $16.02 | $14.00 | $13.89 | $15.01 | · | |
| Revenue / Share | $10.16 | $9.55 | $8.33 | $8.09 | $32.60 | · | · | · | · | · | · | · | |
| Cash Flow / Share | $1.45 | $1.83 | $1.52 | $18.60 | $-12.71 | · | · | · | · | · | · | · | |
| Cash / Share | $3.19 | $4.46 | $6.39 | $6.26 | $10.42 | $7.08 | $5.46 | $3.19 | $1.85 | $1.34 | $1.28 | · | |
| EPS (TTM) | $0.09 | $-0.48 | $-0.68 | $-0.42 | $-2.02 | $-0.70 | $-1.48 | · | · | · | · | · |
增长率
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 15.5% | 15.0% | -0.66% | -8.2% | 31.3% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 9.7% | 1.6% | 6.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 9.7% | · | · | · | · | · | · | · | · | · | · | · |
估值 (TTM)
| 指标 | 趋势 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.58B | $2.24B | $1.95B | $1.96B | $2.13B | $1.62B | $2.74B | $1.33B | $1.08B | $847M | $645M | · | |
| Net Income TTM | $23M | $-112M | $-158M | $-101M | $-528M | $-162M | $-305M | $-120M | $-94M | $-220M | $-149M | · | |
| Market Cap | $16.40B | $17.96B | $13.50B | $7.55B | $16.00B | $31.22B | $9.60B | $6.44B | $7.78B | $6.65B | $4.19B | · | |
| Enterprise Value | · | · | · | · | $14.71B | $31.13B | $10.01B | $6.49B | $7.81B | $6.78B | $3.90B | · | |
| P/E | 758.0 | -154.3 | -85.1 | -76.7 | -31.6 | -185.4 | -31.0 | · | · | · | · | · | |
| P/S | 6.4 | 8.0 | 6.9 | 3.9 | 7.5 | 19.2 | 3.5 | 4.8 | 7.2 | 7.9 | 6.5 | · | |
| P/B | 3.4 | 3.7 | 3.0 | 1.7 | 3.0 | 6.6 | 2.8 | 2.0 | 2.9 | 2.6 | 1.6 | · | |
| P / Tangible Book | 9.2 | 9.9 | 9.2 | 3.9 | 5.7 | 11.7 | · | · | · | · | · | · | |
| P / Cash Flow | 44.6 | 42.0 | 38.1 | 1.7 | -5.0 | 73.6 | -15.7 | 1672.5 | 30.1 | 769.7 | 184.9 | · | |
| P / FCF | 69.8 | 63.0 | 61.7 | 1.7 | -4.9 | 92.0 | -14.1 | -103.5 | 40.6 | -124.6 | -129.7 | · | |
| EV / EBITDA | · | · | · | · | -74.3 | 453.5 | -62.5 | -219.3 | -151.1 | -73.5 | -52.6 | · | |
| EV / FCF | · | · | · | · | -4.5 | 91.8 | -14.7 | -104.3 | 40.8 | -126.9 | -120.7 | · | |
| EV / Revenue | · | · | · | · | 6.9 | 19.2 | 3.6 | 4.9 | 7.3 | 8.0 | 6.0 | · | |
| Earnings Yield | 0.13% | -0.65% | -1.2% | -1.3% | -3.2% | -0.54% | -3.2% | · | · | · | · | · |
损益表
| 指标 | 趋势 | Q2 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $772M | $654M | $676M | $655M | $598M | $554M | $581M | $572M | $529M | $474M | $496M | $506M | $469M | $435M | $483M | $504M | |
| Cost of Revenue | $210M | $178M | $185M | $166M | $139M | $134M | $140M | $130M | $123M | $115M | $110M | $104M | $92M | $89M | $89M | $97M | |
| Gross Profit | $562M | $476M | $491M | $489M | $459M | $420M | $441M | $442M | $406M | $359M | $386M | $402M | $377M | $346M | $394M | $407M | |
| R&D Expense | $156M | $154M | $151M | $153M | $149M | $149M | $145M | $144M | $147M | $141M | $142M | $140M | $137M | $129M | $142M | $119M | |
| SG&A Expense | $131M | $128M | $127M | $121M | $121M | $138M | $123M | $131M | $132M | $146M | $131M | $153M | $123M | $128M | $138M | $120M | |
| Operating Expenses | $572M | $487M | $494M | $500M | $468M | $489M | $486M | $480M | $451M | $464M | $439M | $469M | $422M | $429M | $445M | $402M | |
| Operating Income | $-10M | $-11M | $-3M | $-11M | $-9M | $-69M | $-45M | $-38M | $-45M | $-105M | $-53M | $-67M | $-45M | $-83M | $-51M | $5M | |
| Pretax Income | $-3M | $3M | $12M | $2M | $8M | $-51M | $-20M | $-15M | $-21M | $-70M | $-28M | $-34M | $-22M | $-68M | $-48M | $1M | |
| Income Tax | $1M | $0 | $2M | $0 | $0 | $1M | $0 | $2M | $2M | $3M | $0 | $1M | $0 | $4M | $3M | $-9M | |
| Net Income | $-4M | $3M | $10M | $2M | $8M | $-52M | $-20M | $-17M | $-23M | $-73M | $-28M | $-35M | $-22M | $-72M | $-53M | $8M | |
| EPS (Basic) | $-0.02 | $0.01 | $0.04 | $0.01 | $0.03 | $-0.23 | $-0.08 | $-0.07 | $-0.10 | $-0.32 | $-0.12 | $-0.15 | $-0.09 | $-0.29 | $-0.22 | $0.03 | |
| EPS (Diluted) | $-0.02 | $0.01 | $0.04 | $0.01 | $0.03 | $-0.23 | $-0.08 | $-0.07 | $-0.10 | $-0.32 | $-0.12 | $-0.15 | $-0.09 | $-0.29 | $-0.22 | $0.03 | |
| Shares (Basic) | 227,896,000 | · | 242,326,000 | 241,083,000 | 242,256,000 | · | 232,521,000 | 233,453,000 | 234,695,000 | · | 233,295,000 | 233,629,000 | 234,425,000 | · | 240,080,000 | 243,942,000 | |
| Shares (Diluted) | 227,896,000 | · | 256,243,000 | 251,665,000 | 256,192,000 | · | 232,521,000 | 233,453,000 | 234,695,000 | · | 233,295,000 | 233,629,000 | 234,425,000 | · | 240,080,000 | 245,163,000 | |
| EBITDA | $-10M | · | $-3M | $-11M | $56M | · | $-45M | $-38M | $11M | · | $-53M | $-67M | $-5M | · | $-51M | $18M |
资产负债表
| 指标 | 趋势 | Q2 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $572M | $768M | $874M | $587M | $914M | $1.08B | $1.07B | $1.18B | $1.44B | · | $1.85B | $1.57B | $1.39B | · | $1.97B | $2.18B | |
| Receivables | $175M | $149M | $157M | $151M | $115M | $104M | $117M | $115M | $100M | · | $97M | $90M | $75M | · | $78M | $74M | |
| Prepaid Expense | $384M | $287M | $277M | $257M | $247M | $210M | $212M | $189M | $170M | · | $149M | $155M | $152M | · | $153M | $141M | |
| Current Assets | $1.74B | $2.12B | $2.12B | $1.82B | $2.15B | $2.33B | $2.67B | $3.13B | $3.32B | · | $3.61B | $3.63B | $3.65B | · | $3.77B | $3.84B | |
| PP&E (Net) | $356M | $350M | $371M | $373M | $364M | $360M | $356M | $356M | $343M | · | $324M | $309M | $290M | · | $261M | $246M | |
| PP&E (Gross) | $649M | $654M | $670M | $662M | $645M | $643M | $619M | $622M | $581M | · | $545M | $510M | $468M | · | $399M | $376M | |
| Accum. Depreciation | $293M | $304M | $299M | $289M | $281M | $283M | $263M | $266M | $238M | · | $221M | $201M | $178M | · | $138M | $130M | |
| Goodwill | $2.82B | $2.82B | $2.82B | $2.82B | $2.82B | $2.82B | $2.82B | $2.82B | $2.82B | · | $2.42B | $2.37B | $2.37B | · | $2.37B | $2.37B | |
| Intangibles | $263M | $279M | $273M | $285M | $297M | $207M | $211M | $222M | $232M | · | $162M | $153M | $154M | · | $149M | $153M | |
| Other Non-current Assets | $36M | $28M | $27M | $24M | $24M | $21M | $20M | $17M | $20M | · | $16M | $20M | $13M | · | $11M | $6M | |
| Total Assets | $5.30B | $5.68B | $5.70B | $5.42B | $5.75B | $5.83B | $6.16B | $6.63B | $6.82B | · | $6.66B | $6.62B | $6.61B | · | $6.72B | $6.78B | |
| Accounts Payable | $72M | $36M | $38M | $56M | $35M | $30M | $53M | $39M | $34M | · | $28M | $21M | $21M | · | $19M | $16M | |
| Accrued Liabilities | $194M | $134M | $133M | $121M | $111M | $105M | $114M | $111M | $104M | · | $87M | $118M | $101M | · | $112M | $92M | |
| Current Liabilities | $906M | $679M | $584M | $546M | $875M | $831M | $854M | $1.48B | $1.00B | · | $941M | $333M | $287M | · | $312M | $304M | |
| Capital Leases | $77M | $79M | $82M | $86M | $80M | $83M | $86M | $89M | $92M | · | $119M | $126M | $133M | · | $141M | $150M | |
| Other Non-current Liabilities | $14M | $43M | $40M | $38M | $37M | $67M | $66M | $63M | $64M | · | $10M | $10M | $13M | · | $11M | $5M | |
| Total Liabilities | $997M | $801M | $706M | $670M | $992M | $981M | $1.50B | $2.13B | $2.16B | · | $2.13B | $2.13B | $2.09B | · | $2.12B | $2.12B | |
| Common Stock | · | $0 | · | · | · | $0 | · | · | · | · | · | · | · | · | · | · | |
| Retained Earnings | $-1.82B | $-1.86B | $-1.86B | $-1.87B | $-1.87B | $-1.88B | $-1.83B | $-1.81B | $-1.79B | · | $-1.70B | $-1.67B | $-1.63B | · | $-1.54B | $-1.49B | |
| AOCI | $-1M | $2M | $2M | $1M | $0 | $-3M | $4M | $-11M | $-11M | · | $-21M | $-19M | $-3M | · | $-19M | $-13M | |
| Stockholders' Equity | $4.31B | $4.88B | $4.99B | $4.75B | $4.75B | $4.85B | $4.66B | $4.50B | $4.67B | $4.53B | $4.53B | $4.49B | $4.52B | $4.48B | $4.59B | $4.67B | |
| Liabilities + Equity | $5.30B | $5.68B | $5.70B | $5.42B | $5.75B | $5.83B | $6.16B | $6.63B | $6.82B | · | $6.66B | $6.62B | $6.61B | · | $6.72B | $6.78B | |
| Shares Outstanding | 224,869,000 | 240,446,000 | 242,035,000 | 241,132,000 | 241,320,000 | 242,489,000 | 233,536,000 | 231,407,000 | 236,176,000 | 233,354,000 | 233,591,000 | 232,723,000 | 233,994,000 | 234,268,000 | 237,694,000 | 241,141,000 |
现金流
| 指标 | 趋势 | Q2 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $65M | $65M | $67M | $67M | $65M | $62M | $63M | $59M | $56M | $53M | $49M | $45M | $40M | $36M | $34M | $44M | |
| Stock-based Comp | $88M | $95M | $99M | $99M | $97M | $119M | $108M | $113M | $108M | $109M | $109M | $130M | $103M | $110M | $148M | $102M | |
| Amort. of Intangibles | $21M | $25M | $22M | $22M | $20M | $19M | $20M | $19M | $19M | $16M | $13M | $12M | $12M | $11M | $11M | $17M | |
| Other Non-cash | · | · | · | · | $-66M | · | · | · | $-61M | · | · | · | $-28M | · | · | · | |
| Operating Cash Flow | $11M | $72M | $105M | $87M | $104M | $122M | $171M | $55M | $80M | $86M | $75M | $100M | $93M | $84M | $165M | $863M | |
| CapEx | $36M | $28M | $32M | $37M | $36M | $34M | $33M | $37M | $39M | $34M | $35M | $35M | $31M | $28M | $27M | $27M | |
| Investing Cash Flow | $-51M | $-50M | $19M | $77M | $-52M | $274M | $328M | $-3M | $-204M | $-314M | $255M | $181M | $-97M | $-410M | $-189M | $-371M | |
| Stock Issued | · | · | · | · | · | · | · | · | · | · | · | · | · | · | $0 | $0 | |
| Stock Repurchased | $200M | $232M | $38M | $150M | $250M | $0 | $0 | $292M | $9M | $88M | $100M | $150M | $86M | $174M | $176M | $249M | |
| Net Stock Activity | · | · | · | · | $-250M | · | · | · | $-9M | · | · | · | $-86M | · | · | · | |
| Financing Cash Flow | $-65M | $-128M | $163M | $-490M | $-219M | $-386M | $-607M | $-311M | $71M | $-126M | $-49M | $-109M | $-68M | $-181M | $-184M | $-995M | |
| Net Change in Cash | $-105M | $-106M | $287M | $-326M | $-167M | $10M | $-108M | $-259M | $-53M | $-354M | $281M | $172M | $-72M | $-507M | $-208M | $-503M | |
| Free Cash Flow | · | · | · | · | $68M | · | · | · | $41M | · | · | · | $62M | · | · | · |
盈利能力
| 指标 | 趋势 | Q2 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Gross Margin | 72.8% | · | 72.6% | 74.7% | 76.8% | · | 75.9% | 77.3% | 76.8% | · | 77.8% | 79.5% | 80.4% | · | 81.6% | 43.9% | |
| Operating Margin | -1.3% | · | -0.44% | -1.7% | -1.5% | · | -7.8% | -6.6% | -8.5% | · | -10.7% | -13.2% | -9.6% | · | -10.6% | 1.8% | |
| Net Margin | -0.52% | · | 1.5% | 0.31% | 1.3% | · | -3.4% | -3.0% | -4.3% | · | -5.7% | -6.9% | -4.7% | · | -11.0% | 0.79% | |
| Pretax Margin | -0.39% | · | 1.8% | 0.31% | 1.3% | · | -3.4% | -2.6% | -4.0% | · | -5.7% | -6.7% | -4.7% | · | -9.9% | 1.4% | |
| EBITDA Margin | -1.3% | · | -0.44% | -1.7% | 9.4% | · | -7.8% | -6.6% | 2.1% | · | -10.7% | -13.2% | -1.1% | · | -10.6% | 1.8% | |
| ROA | -0.07% | · | 0.17% | 0.03% | 0.13% | · | -0.31% | -0.26% | -0.34% | · | -0.42% | -0.52% | -0.30% | · | -0.60% | 0.10% | |
| ROE | -0.09% | · | 0.21% | 0.04% | 0.17% | · | -0.44% | -0.38% | -0.50% | · | -0.61% | -0.76% | -0.47% | · | -1.0% | 0.16% | |
| ROIC | -0.31% | · | -0.05% | -0.23% | -0.19% | · | -0.97% | -0.96% | -1.1% | · | -1.2% | -1.5% | -1.0% | · | -1.2% | 0.22% |
流动性与偿付能力
| 指标 | 趋势 | Q2 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 1.9 | · | 3.6 | 3.3 | 2.5 | · | 3.1 | 2.1 | 3.3 | · | 3.8 | 10.9 | 12.7 | · | 12.1 | 12.6 | |
| Quick Ratio | 0.8 | · | 1.8 | 1.4 | 1.2 | · | 1.4 | 0.9 | 1.5 | · | 2.1 | 5.0 | 5.1 | · | 6.6 | 7.4 |
效率
| 指标 | 趋势 | Q2 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.1 | · | 0.1 | 0.1 | |
| Receivables Turnover | 4.7 | · | 4.9 | 4.9 | 5.6 | · | 5.4 | 5.6 | 6.0 | · | 5.7 | 6.2 | 5.4 | · | 4.0 | 11.5 |
每股
| 指标 | 趋势 | Q2 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $19.16 | · | $20.63 | $19.68 | $19.70 | · | $19.94 | $19.45 | $19.75 | · | $19.39 | $19.28 | $19.32 | · | $19.33 | $19.35 | |
| Revenue / Share | $3.39 | · | $2.64 | $2.60 | $2.33 | · | $2.50 | $2.45 | $2.25 | · | $2.13 | $2.17 | $2.00 | · | $2.01 | $4.12 | |
| Cash Flow / Share | · | · | · | · | $0.41 | · | · | · | $0.34 | · | · | · | $0.40 | · | · | · | |
| Cash / Share | $2.54 | · | $3.61 | $2.43 | $3.79 | · | $4.59 | $5.10 | $6.09 | · | $7.90 | $6.73 | $5.96 | · | $8.30 | $9.04 | |
| EPS (TTM) | $0.22 | · | $-0.15 | $-0.27 | · | · | $-0.57 | $-0.61 | $-0.69 | · | $-0.65 | $-0.75 | $-0.57 | · | $-1.15 | $-2.17 |
估值 (TTM)
| 指标 | 趋势 | Q2 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 | Q2 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.81B | · | $2.48B | $2.39B | · | · | $2.16B | $2.07B | $2.00B | · | $1.91B | $1.89B | $1.89B | · | $577M | $644M | |
| Net Income TTM | $55M | · | $-32M | $-62M | · | · | $-133M | $-141M | $-159M | · | $-157M | $-182M | $-139M | · | $-290M | $-566M | |
| Market Cap | $7.09B | · | $18.65B | $16.89B | $16.54B | · | $14.91B | $10.73B | $11.52B | · | $10.78B | $11.70B | $10.41B | · | $6.80B | $7.66B | |
| P/E | 143.3 | · | -513.7 | -259.4 | · | · | -112.0 | -76.0 | -70.7 | · | -71.0 | -67.0 | -78.0 | · | -24.9 | -14.6 | |
| P/S | 2.5 | · | 7.5 | 7.1 | · | · | 6.9 | 5.2 | 5.7 | · | 5.7 | 6.2 | 5.5 | · | 11.8 | 11.9 | |
| P/B | 1.6 | · | 3.7 | 3.6 | 3.5 | · | 3.2 | 2.4 | 2.5 | · | 2.4 | 2.6 | 2.3 | · | 1.5 | 1.6 | |
| P / Tangible Book | 5.8 | · | 9.8 | 10.3 | 10.1 | · | 9.2 | 7.3 | 7.1 | · | 5.5 | 6.0 | 5.2 | · | 3.3 | 3.6 | |
| P / Cash Flow | · | · | · | · | 159.1 | · | · | · | 144.0 | · | · | · | 111.9 | · | · | · | |
| Earnings Yield | 0.70% | · | -0.19% | -0.39% | · | · | -0.89% | -1.3% | -1.4% | · | -1.4% | -1.5% | -1.3% | · | -4.0% | -6.8% |
最近期在左侧 · 空值显示为 ·
财务报表 损益表、资产负债表、现金流量表 — 年度，近5年
| 指标 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 收入 | $2.58B | $2.24B | $1.95B | $1.96B | $2.13B |
| 毛利率 % | 74.1% | 76.4% | 78.3% | 81.3% | 21.5% |
| 营业利润率 % | -1.3% | -8.8% | -13.9% | -4.8% | -4.0% |
| 净收入 | $23M | $-112M | $-158M | $-101M | $-528M |
| 稀释后每股收益 (EPS) | $0.09 | $-0.48 | $-0.68 | $-0.42 | $-2.02 |
| 指标 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 负债/股东权益比率 | · | · | · | · | 0.2 |
| 流动比率 | 3.1 | 2.8 | 3.2 | 13.3 | 2.0 |
| 速动比率 | 1.4 | 1.4 | 1.6 | 5.7 | 0.7 |
| 指标 | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 |
|---|---|---|---|---|---|
| 自由现金流 | $235M | $285M | $219M | $4.39B | $-3.25B |
机构持有人 (13F) 485 家申报者 · $7.4B 总计 · 截至 2026年9月30日
在其季度SEC表格13F中报告持有此股票的机构。仅限多头头寸；单个申报人可能因单独的期权腿而出现两次。 大的抵消性看跌/看涨腿通常反映做市或对冲库存，而非方向性判断。
持有人
485
持有价值
$7.4B
新仓位
70
已退出持仓
125
机构活动 — Q2 2026 与上一季度对比
| 新仓位 | 已退出持仓 | 增加 | 减少 | 净股数变动 |
|---|---|---|---|---|
| 70 (-21 与上一季度对比) | 125 (+20 与上一季度对比) | 148 (-45 与上一季度对比) | 174 (-7 与上一季度对比) | -7.5M |
与Q1 2026对比。 SEC 13F表格的提交截止日期是季度末后45天，外加少量延迟提交的缓冲期——在此窗口期内的季度将被跳过，优先显示最近一个已完整报告的季度对。
| 机构 | 价值 | 股份 | % 已追踪的13F | 类型 |
|---|---|---|---|---|
| VANGUARD GROUP INC | $1541593400 | 22597382 | 20.90% | 股份 |
| Caledonia (Private) Investments Pty Ltd | $759725173 | 24102956 | 10.30% | 股份 |
| Independent Franchise Partners LLP | $513799766 | 16300754 | 6.97% | 股份 |
| Capital World Investors | $448865067 | 14240643 | 6.09% | 股份 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $420093611 | 13327843 | 5.70% | 股份 |
| BlackRock, Inc. | $257179886 | 8159260 | 3.49% | 股份 |
| VANGUARD CAPITAL MANAGEMENT LLC | $236512337 | 7503564 | 3.21% | 股份 |
| EMINENCE CAPITAL, LP | $142576362 | 3445538 | 1.93% | 股份 |
| Qube Research & Technologies Ltd | $118574584 | 3761884 | 1.61% | 股份 |
| STATE OF WISCONSIN INVESTMENT BOARD | $111766201 | 3545882 | 1.52% | 股份 |
| Ninety One UK Ltd | $109470911 | 3473062 | 1.48% | 股份 |
| GEODE CAPITAL MANAGEMENT, LLC | $106681088 | 3383489 | 1.45% | 股份 |
| Technology Crossover Management IX, Ltd. | $96060793 | 3047614 | 1.30% | 股份 |
| STATE STREET CORP | $93235309 | 2957973 | 1.26% | 股份 |
| UBS Group AG | $92113670 | 2922388 | 1.25% | 股份 |
| Technology Crossover Management VIII, Ltd. | $86207200 | 2735000 | 1.17% | 股份 |
| JANE STREET GROUP, LLC | $83541869 | 2650440 | 1.13% | 股份 |
| D. E. Shaw & Co., Inc. | $78132848 | 2478834 | 1.06% | 股份 |
| Technology Crossover Management XI, Ltd. | $73694895 | 2338036 | 1.00% | 股份 |
| FMR LLC | $71812467 | 2278314 | 0.97% | 股份 |
| DIMENSIONAL FUND ADVISORS LP | $70091698 | 2223708 | 0.95% | 股份 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $68347905 | 2168398 | 0.93% | 股份 |
| Ancient Art, L.P. | $68094516 | 2160359 | 0.92% | 股份 |
| MORGAN STANLEY | $64063222 | 2032460 | 0.87% | 股份 |
| Greencape Capital Pty Ltd | $59912157 | 1447853 | 0.81% | 股份 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $57355242 | 1819646 | 0.78% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $56314609 | 1786631 | 0.76% | 股份 |
| JPMORGAN CHASE & CO | $53269070 | 1689709 | 0.72% | 股份 |
| Connor, Clark & Lunn Investment Management Ltd. | $40913244 | 1298009 | 0.55% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $40099744 | 1272200 | 0.54% | 买入期权 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $39320394 | 950227 | 0.53% | 股份 |
| KAHN BROTHERS GROUP INC | $37264866 | 1182261 | 0.51% | 股份 |
| TUDOR INVESTMENT CORP ET AL | $34661220 | 1099658 | 0.47% | 股份 |
| VANGUARD FIDUCIARY TRUST CO | $33626072 | 1066817 | 0.46% | 股份 |
| MILLENNIUM MANAGEMENT LLC | $33430711 | 1060619 | 0.45% | 股份 |
| GOLDMAN SACHS GROUP INC | $32379997 | 1027284 | 0.44% | 股份 |
| JANE STREET GROUP, LLC | $32081056 | 1017800 | 0.44% | 买入期权 |
| WOLVERINE TRADING, LLC | $31918002 | 396300 | 0.43% | 买入期权 |
| NORGES BANK | $31154021 | 988389 | 0.42% | 股份 |
| BAILLIE GIFFORD & CO | $26988685 | 856240 | 0.37% | 股份 |
| PAR CAPITAL MANAGEMENT INC | $25940960 | 823000 | 0.35% | 股份 |
| NORTHERN TRUST CORP | $25751525 | 816990 | 0.35% | 股份 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $24717984 | 784200 | 0.34% | 卖出期权 |
| COATUE MANAGEMENT LLC | $23315344 | 739700 | 0.32% | 股份 |
| Park West Asset Management LLC | $20537802 | 651580 | 0.28% | 股份 |
| BNP PARIBAS FINANCIAL MARKETS | $20488000 | 6500 | 0.28% | 买入期权 |
| DEUTSCHE BANK AG\ | $20023679 | 635269 | 0.27% | 股份 |
| Point72 Asset Management, L.P. | $19969874 | 633562 | 0.27% | 股份 |
| Amundi | $19778516 | 627491 | 0.27% | 股份 |
| CITADEL ADVISORS LLC | $18785920 | 596000 | 0.25% | 卖出期权 |
激进投资者及 5%+ 股东 2 持仓
提交了 SEC Schedule 13D 的投资者 — 持有超过 5% 的受益所有权，意图影响发行人（激进股东持股、董事会活动、并购）。每一行显示该申报人持仓的最新已知状态。
| 申报人 | 已申报 | 持股 | 状态 | 目的 | 申报 |
|---|---|---|---|---|---|
| Richard N. Barton ×3 申报 | 2026年6月15日 | 9.20% | 修订 | · | SEC |
| Lloyd D. Frink ×2 申报 | 2026年2月18日 | 6.70% | 修订 | · | 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.
公司内部人士 27 位内幕人士 · 3 位高管 · 4 位董事
| 内部人士 | 角色 | 上次活动 | 持股数量 | 买入 12个月 | 卖出 12个月 | 净额 12个月 |
|---|---|---|---|---|---|---|
| Chad M Cohen | CFO & Treasurer | 2015年2月17日 F | 133 | 0 | 0 | $0 |
| Paul M. Levine | President of Trulia, Inc. | 2015年8月24日 S | 97321 | 0 | 0 | $0 |
| Rikki Tremblay | VP, Principal Acctg. Officer | 2026年9月18日 A | 32949 | 0 | 0 | $0 |
| Thielke Claire Cormier | 董事 | 2026年9月3日 S | 2375 | 0 | 1 | $-42388 |
| Erik C Blachford | 董事 | 2026年9月3日 S | 34160 | 0 | 1 | $-28282 |
| Peter Flint | 董事 | 2015年8月12日 M | 643778 | 0 | 0 | $0 |
| J. William Gurley | 董事 | 2015年3月2日 A | · | 0 | 0 | $0 |
| Bradley D. Owens | · | 2020年7月7日 M | 968 | 0 | 0 | $0 |
| Richard N. Barton | · | 2020年7月1日 M | 140536 | 0 | 0 | $0 |
| David A. Beitel | · | 2020年6月3日 M | 65448 | 0 | 0 | $0 |
| Lloyd D. Frink | · | 2020年6月2日 S | 875765 | 0 | 0 | $0 |
| Arik Prawer | · | 2020年5月15日 S | 139227 | 0 | 0 | $0 |
| Errol G Samuelson | · | 2020年5月15日 S | 69832 | 0 | 0 | $0 |
| Aimee Johnson | · | 2020年5月14日 S | 69851 | 0 | 0 | $0 |
| Dan Spaulding | · | 2020年5月14日 S | 25520 | 0 | 0 | $0 |
| Allen Parker | · | 2020年5月14日 S | 109663 | 0 | 0 | $0 |
| Jennifer Rock | · | 2020年5月14日 S | 45066 | 0 | 0 | $0 |
| Jeremy Wacksman | · | 2020年5月14日 S | 30765 | 0 | 0 | $0 |
| Stanley B Humphries | · | 2020年5月14日 S | 59339 | 0 | 0 | $0 |
| Dawn Lyon | · | 2020年3月6日 A | · | 0 | 0 | $0 |
| Spencer M Rascoff | · | 2020年3月4日 M | 0 | 0 | 0 | $0 |
| April Underwood | · | 2020年3月1日 A | · | 0 | 0 | $0 |
| Amy Bohutinsky | · | 2020年3月1日 A | 0 | 0 | 0 | $0 |
| Gordon Sheridan Stephenson | · | 2020年3月1日 A | 27071 | 0 | 0 | $0 |
| Gregory B Maffei | · | 2020年3月1日 A | 620254 | 0 | 0 | $0 |
| Greg M Schwartz | · | 2019年11月14日 S | 10383 | 0 | 0 | $0 |
| Kathleen Philips | · | 2018年8月1日 M | 3780 | 0 | 0 | $0 |
来自SEC表格3/4/5申报的内部人士；净额=仅公开市场买卖
ETF持仓 由 51 只交易所交易基金持有
权重仅反映直接股权持仓（N-PORT）；杠杆基金或基于衍生品的基金可能持有未显示的额外掉期敞口。
| 基金 | 权重 | 单位 | 截至 | 来源 |
|---|---|---|---|---|
| ARKF · ARK ETF Trust | 0.71% | 146765 NS | 2026年7月31日 | N-PORT |
| IYR · iShares Trust | 0.40% | 522198 SH | 2026年9月11日 | 每日 |
| FREL · FIDELITY COVINGTON TRUST | 0.35% | 151952 NS | 2026年7月31日 | N-PORT |
| VNQ · VANGUARD SPECIALIZED FUNDS | 0.26% | 5840258 SH | 2026年8月19日 | 每日 |
| FPRO · FIDELITY COVINGTON TRUST | 0.26% | 1238 NS | 2026年7月31日 | N-PORT |
| QQQJ · Invesco Exchange-Traded Fund Trus... | 0.25% | 104743 SH | 2026年10月2日 | 每日 |
| IQSM · New York Life Investments ETF Trust | 0.23% | 22020 NS | 2026年7月31日 | N-PORT |
| ISCG · iShares Trust | 0.17% | 53538 SH | 2026年9月11日 | 每日 |
| BKMC · BNY Mellon ETF Trust | 0.16% | 30764 NS | 2026年7月31日 | N-PORT |
| VBK · VANGUARD INDEX FUNDS | 0.14% | 2136218 SH | 2026年8月19日 | 每日 |
| EQAL · Invesco Exchange-Traded Fund Trus... | 0.14% | 39260 SH | 2026年10月2日 | 每日 |
| PNQI · Invesco Exchange-Traded Fund Trust | 0.13% | 25336 SH | 2026年10月2日 | 每日 |
| HQGO · Lattice Strategies Trust | 0.13% | 1893 NS | 2026年7月31日 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund ... | 0.12% | 73849 NS | 2026年7月31日 | N-PORT |
| PKW · Invesco Exchange-Traded Fund Trust | 0.12% | 72435 SH | 2026年10月2日 | 每日 |
| FHEQ · Fidelity Greenwood Street Trust | 0.11% | 30504 NS | 2026年7月31日 | N-PORT |
| SMMD · iShares Trust | 0.07% | 86644 SH | 2026年9月11日 | 每日 |
| ESML · iShares Trust | 0.06% | 54551 SH | 2026年9月11日 | 每日 |
| VXF · VANGUARD INDEX FUNDS | 0.06% | 2041062 SH | 2026年8月19日 | 每日 |
| VB · VANGUARD INDEX FUNDS | 0.06% | 3720749 SH | 2026年8月19日 | 每日 |
| DFAS · Dimensional ETF Trust | 0.05% | 239053 NS | 2026年7月31日 | N-PORT |
| FYEE · Fidelity Greenwood Street Trust | 0.05% | 3356 NS | 2026年7月31日 | N-PORT |
| IWS · iShares Trust | 0.05% | 240195 SH | 2026年9月11日 | 每日 |
| FEUS · FlexShares Trust | 0.05% | 1485 NS | 2026年7月31日 | N-PORT |
| FBUF · Fidelity Greenwood Street Trust | 0.04% | 313 NS | 2026年7月31日 | N-PORT |
| WSML · iShares Trust | 0.04% | 9258 SH | 2026年9月11日 | 每日 |
| DFSV · Dimensional ETF Trust | 0.04% | 99582 NS | 2026年7月31日 | N-PORT |
| VFVA · VANGUARD WELLINGTON FUND | 0.04% | 9675 SH | 2026年8月19日 | 每日 |
| IWR · iShares Trust | 0.04% | 664219 SH | 2026年9月11日 | 每日 |
| DXUV · Dimensional ETF Trust | 0.02% | 3241 NS | 2026年7月31日 | N-PORT |
| VEGN · ETF Series Solutions | 0.02% | 1008 NS | 2026年7月31日 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.02% | 12441 NS | 2026年7月31日 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.02% | 255689 NS | 2026年7月31日 | N-PORT |
| TILT · FlexShares Trust | 0.02% | 10112 NS | 2026年7月31日 | N-PORT |
| PRF · Invesco Exchange-Traded Fund Trust | 0.01% | 48812 SH | 2026年10月2日 | 每日 |
| IWD · iShares Trust | 0.01% | 358866 SH | 2026年9月11日 | 每日 |
| DFUV · Dimensional ETF Trust | 0.01% | 57828 NS | 2026年7月31日 | N-PORT |
| VTI · VANGUARD INDEX FUNDS | 0.01% | 5119663 SH | 2026年8月19日 | 每日 |
| VT · VANGUARD INTERNATIONAL EQUITY IND... | 0.01% | 157333 SH | 2026年8月19日 | 每日 |
| VONE · VANGUARD SCOTTSDALE FUNDS | 0.01% | 27760 SH | 2026年8月19日 | 每日 |
| VONV · VANGUARD SCOTTSDALE FUNDS | 0.01% | 85254 SH | 2026年8月19日 | 每日 |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.01% | 14720 SH | 2026年8月19日 | 每日 |
| ESGV · VANGUARD WORLD FUND | 0.01% | 36781 SH | 2026年8月19日 | 每日 |
| IYY · iShares Trust | 0.01% | 7461 SH | 2026年9月11日 | 每日 |
| IWB · iShares Trust | 0.01% | 112818 SH | 2026年9月11日 | 每日 |
| ITOT · iShares Trust | 0.01% | 217861 SH | 2026年9月11日 | 每日 |
| IWV · iShares Trust | 0.01% | 45826 SH | 2026年9月11日 | 每日 |
| DFAU · Dimensional ETF Trust | 0.01% | 23920 NS | 2026年7月31日 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.00% | 26911 NS | 2026年7月31日 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 3373 NS | 2026年7月31日 | N-PORT |
| ISCB · iShares Trust | · | 7551 SH | 2026年9月11日 | 每日 |
Z 分析师共识 看涨和看跌分析师观点、12个月价格目标、上涨空间
评级 · 30 位分析师
买入
中位数目标
$41.50
+51.4%
4 13.3%
强烈买入
13 43.3%
买入
13 43.3%
持有
0 0.0%
卖出
0 0.0%
强烈卖出
12个月价格目标
6 位分析师 · 2026-10-04平均目标 $46.00 +67.8%
← 低于所有目标
当前价格 $27.41
最低$34.00
平均值$46.00
最高$62.00
同行比较（GICS 子行业） 关键指标与行业同行对比
财年依据，价格截至各公司上一个财年末收盘价。
| 股票代码 | 市值 | P/E | 营收同比增长 | 净利润率 | ROE | 毛利率 |
|---|---|---|---|---|---|---|
| Z | $16.40B | 758.0 | 15.5% | 0.89% | 0.48% | 74.1% |
| CBRE | $47.55B | 41.8 | 13.4% | 2.9% | 13.4% | · |
| JLL | $15.80B | 20.5 | 11.5% | 3.0% | 11.1% | · |
| CSGP | $28.10B | 3362.0 | 18.7% | 0.22% | 0.08% | 78.9% |
| COMP | $5.96B | -105.7 | 23.7% | -0.84% | -9.8% | · |
| OPEN | · | · | · | · | · | · |
| NMRK | · | 25.5 | 20.3% | 3.8% | 9.5% | · |
| MMI | $1.05B | -545.8 | 8.5% | -0.25% | -0.32% | · |
| AGNT | · | · | · | · | · | · |
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来源：SEC 10-Q 于 八月 5, 2026 申报