Back
77
50
Day Range
$121.33
$126.02
52-Week Range
$56.45
$167.04
Volume
7,793,276
50D / 200D Avg
$142.94
/
$124.94
Prev Close
$123.13
Quick Summary
Price History
Financial Trends
Peer Comparison
vs Technology sector median (623 peers)
| Metric | Stock | Sector Median |
|---|---|---|
| P/E | 35.6 | 12.3 |
| P/B | 11.3 | 2.9 |
| ROE % | 36.8 | 8.9 |
| Net Margin % | 18.5 | 5.6 |
| Rev Growth 5Y % | 20.7 | 9.1 |
| D/E | 1.2 | 0.3 |
Analyst Price Target
Hold
$173.11
+40.0%
Low: $139.00
High: $210.00
Forward P/E
29.42
Forward EPS
$4.37
EPS Growth (est.)
+0.0%
Est. Revenue
31.32B
Earnings Estimates
| Period | EPS Est. | Revenue Est. | Analysts |
|---|---|---|---|
| FY2029 |
$7.25
$6.99 – $7.60
|
44.04B | 1 |
| FY2028 |
$5.74
$5.01 – $6.28
|
37.99B | 5 |
| FY2027 |
$5.13
$4.89 – $5.41
|
34.99B | 11 |
No quarterly estimates available
Earnings Surprises
Last 8 quarters
| Quarter | Est. EPS | Actual EPS | Surprise |
|---|---|---|---|
| 2026-01-28 | $0.93 | $0.97 | +4.0% |
| 2025-10-22 | $0.79 | $0.93 | +17.3% |
| 2025-07-23 | $0.67 | $0.81 | +21.4% |
| 2025-04-23 | $0.52 | $0.63 | +20.5% |
| 2025-01-22 | $0.50 | $0.55 | +10.0% |
| 2024-10-23 | $0.45 | $0.50 | +11.1% |
| 2024-07-24 | $0.41 | $0.44 | +7.3% |
| 2024-04-24 | $0.37 | $0.40 | +8.9% |
Insider Trading Activity
15 transactions
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| Jan 29, 2026 |
Apollo Principal Holdings B, L.P.
|
other | 28,665 | — | — |
| Dec 19, 2025 |
AAA Sub Fund 2-Y, L.P.
10% Owner
|
buy | 24,766 | $21.52 | $532,981.66 |
| Dec 19, 2025 |
Apollo Principal Holdings B GP, LLC
|
buy | 6,606,852 | $27.04 | $179,999,988.87 |
| Nov 21, 2025 |
Apollo Principal Holdings B GP, LLC
|
buy | 1,114,827 | $26.91 | $29,999,994.57 |
| Nov 20, 2025 |
AAA Sub Fund 2-Y, L.P.
10% Owner
|
buy | 24,662 | $21.52 | $530,662.12 |
| Oct 29, 2025 |
Apollo Principal Holdings B, L.P.
|
other | 28,593 | — | — |
| Oct 20, 2025 |
AAA Sub Fund 2-Y, L.P.
10% Owner
|
buy | 24,574 | $21.50 | $528,338.54 |
| Sep 19, 2025 |
AAA Sub Fund 2-Y, L.P.
10% Owner
|
buy | 24,478 | $21.49 | $526,017.53 |
| Sep 11, 2025 |
Apollo Principal Holdings B GP, LLC
|
buy | 934,579 | $26.75 | $24,999,988.25 |
| Aug 20, 2025 |
AAA Sub Fund 2-Y, L.P.
10% Owner
|
buy | 24,409 | $21.46 | $523,721.94 |
| Jul 22, 2025 |
AAA Sub Fund 2-Y, L.P.
10% Owner
|
buy | 24,369 | $21.40 | $521,421.06 |
| Jun 20, 2025 |
AAA Sub Fund 2-Y, L.P.
10% Owner
|
buy | 24,304 | $21.36 | $519,138.30 |
| May 20, 2025 |
AAA Sub Fund 2-Y, L.P.
10% Owner
|
buy | 24,234 | $21.33 | $516,848.21 |
| Apr 21, 2025 |
AAA Sub Fund 2-Y, L.P.
10% Owner
|
buy | 24,151 | $21.31 | $514,580.53 |
| Apr 1, 2025 |
Apollo Principal Holdings B GP, LLC
|
buy | 983,362 | $25.42 | $25,000,012.13 |
Dividend History
7 yr streakYield
0.00%
Payout Ratio
0.19%
Growth (3Y)
-2.75%
Growth (5Y)
-6.45%
| Ex-Date | Payment Date | Amount | Yield |
|---|---|---|---|
| Mar 23, 2026 | Apr 14, 2026 | $0.25 | 0.64% |
| Dec 16, 2025 | Jan 07, 2026 | $0.25 | 0.58% |
| Sep 16, 2025 | Oct 08, 2025 | $0.17 | 0.55% |
| Jun 17, 2025 | Jul 09, 2025 | $0.17 | 0.71% |
| Mar 18, 2025 | Apr 09, 2025 | $0.17 | 0.95% |
| Dec 17, 2024 | Jan 08, 2025 | $0.17 | 0.74% |
| Sep 17, 2024 | Oct 09, 2024 | $0.17 | 0.77% |
| Jun 18, 2024 | Jul 10, 2024 | $0.11 | 0.62% |
| Mar 18, 2024 | Apr 10, 2024 | $0.22 | 0.78% |
| Dec 18, 2023 | Jan 10, 2024 | $0.22 | 0.86% |
| Sep 18, 2023 | Oct 11, 2023 | $0.21 | 0.97% |
| Jun 16, 2023 | Jul 12, 2023 | $0.21 | 1.01% |
| Mar 20, 2023 | Apr 12, 2023 | $0.21 | 1.06% |
| Dec 19, 2022 | Jan 11, 2023 | $0.21 | 1.07% |
| Sep 19, 2022 | Oct 12, 2022 | $0.20 | 1.09% |
| Jun 17, 2022 | Jul 13, 2022 | $0.20 | 1.18% |
| Mar 21, 2022 | Apr 13, 2022 | $0.20 | 0.91% |
| Dec 20, 2021 | Jan 12, 2022 | $0.20 | 0.78% |
| Sep 20, 2021 | Oct 13, 2021 | $0.15 | 0.78% |
| Jun 21, 2021 | Jul 14, 2021 | $0.15 | 0.84% |
Key Takeaways
Revenue grew 20.71% annually over 5 years — strong growth
Earnings grew 76.17% over the past year
ROE of 36.80% indicates high profitability
Net margin of 18.49% shows strong profitability
Generating 4.38B in free cash flow
P/E of 35.58 — premium valuation
Growth
Revenue Growth (5Y)
20.71%
Revenue (1Y)51.71%
Earnings (1Y)76.17%
FCF Growth (3Y)42.50%
Quality
Return on Equity
36.80%
ROIC15.49%
Net Margin18.49%
Op. Margin25.86%
Safety
Debt / Equity
1.16
Current Ratio2.98
Interest Coverage16.24
Valuation
P/E Ratio
35.58
Forward P/E29.42
P/B Ratio11.33
EV/EBITDA26.18
Dividend Yield0.00%
All Fundamental Metrics
| Growth | |||
| Revenue Growth (1Y) | 51.71% | Revenue Growth (3Y) | 35.63% |
| Earnings Growth (1Y) | 76.17% | Earnings Growth (3Y) | 48.82% |
| Revenue Growth (5Y) | 20.71% | Earnings Growth (5Y) | 28.00% |
| Profitability | |||
| Revenue (TTM) | 23.09B | Net Income (TTM) | 4.27B |
| ROE | 36.80% | ROA | 11.78% |
| Gross Margin | 36.88% | Operating Margin | 25.86% |
| Net Margin | 18.49% | Free Cash Flow (TTM) | 4.38B |
| ROIC | 15.49% | FCF Growth (3Y) | 42.50% |
| Safety | |||
| Debt / Equity | 1.16 | Current Ratio | 2.98 |
| Interest Coverage | 16.24 | ||
| Dividends | |||
| Dividend Yield | 0.00% | Payout Ratio | 0.19% |
| Dividend Growth (3Y) | -2.75% | Dividend Growth (5Y) | -6.45% |
| Consecutive Div Years | 7 yrs | ||
| Valuation | |||
| P/E Ratio | 35.58 | Forward P/E | 29.42 |
| P/B Ratio | 11.33 | P/S Ratio | 6.58 |
| PEG Ratio | 0.52 | Forward PEG | N/A |
| EV/EBITDA | 26.18 | Fwd EV/EBITDA | 19.91 |
| Forward P/S | 4.85 | Fwd Earnings Yield | 3.40% |
| FCF Yield | 2.88% | ||
| Market Cap | 151.96B | Enterprise Value | 156.33B |
Income Statement
Annual, most recent first
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | 23.09B | 15.22B | 12.55B | 12.62B | 10.88B |
| Net Income | 4.27B | 2.42B | 1.93B | 1.90B | 1.59B |
| EPS (Diluted) | 3.34 | 1.92 | 1.56 | 1.53 | 1.27 |
| Gross Profit | 8.52B | 5.14B | 4.08B | 4.03B | 3.40B |
| Operating Income | 5.97B | 3.28B | 2.59B | 2.61B | 2.18B |
Balance Sheet
Annual, most recent first
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Total Assets | 36.24B | 21.44B | 16.53B | 15.33B | 14.68B |
| Total Liabilities | 22.73B | 11.58B | 8.10B | 8.23B | 8.30B |
| Shareholders' Equity | 13.41B | 9.79B | 8.35B | 7.02B | 6.30B |
| Total Debt | 15.50B | 7.28B | 4.64B | 4.87B | 5.05B |
| Cash & Equivalents | 11.13B | 3.32B | 1.48B | 1.37B | 1.20B |
| Current Assets | 20.27B | 9.69B | 6.84B | 6.48B | 5.96B |
| Current Liabilities | 6.80B | 4.08B | 3.15B | 2.68B | 2.45B |
Strategy Scores
This stock passed the criteria for 2 strategies
Score = fit strength (0–100)
Rank = position among all matches
#36 of 155
Custom
Full Throttle
#61 of 144
Recent Activity
Entered
Growth Investing (Philip Fisher)
Mar 24, 2026
Entered
Full Throttle
Mar 24, 2026
