Back
54
22
Day Range
$232.41
$243.20
52-Week Range
$215.01
$329.09
Volume
1,684,993
50D / 200D Avg
$250.06
/
$289.62
Prev Close
$239.39
Quick Summary
Price History
Financial Trends
Peer Comparison
vs Technology sector median (621 peers)
| Metric | Stock | Sector Median |
|---|---|---|
| P/E | 44.4 | 12.3 |
| P/B | 16.4 | 2.9 |
| ROE % | 39.7 | 8.9 |
| Net Margin % | 15.6 | 5.6 |
| Rev Growth 5Y % | 13.1 | 9.2 |
| D/E | 0.9 | 0.3 |
Analyst Price Target
Hold
$341.58
+45.1%
Low: $279.00
High: $380.00
Forward P/E
23.00
Forward EPS
$10.24
EPS Growth (est.)
+0.0%
Est. Revenue
7.17B
Earnings Estimates
| Period | EPS Est. | Revenue Est. | Analysts |
|---|---|---|---|
| FY2030 |
$17.89
$17.57 – $18.45
|
10.98B | 3 |
| FY2029 |
$15.97
$14.06 – $17.17
|
9.93B | 8 |
| FY2028 |
$14.03
$13.26 – $14.93
|
8.99B | 19 |
No quarterly estimates available
Earnings Surprises
Last 8 quarters
| Quarter | Est. EPS | Actual EPS | Surprise |
|---|---|---|---|
| 2026-02-26 | $2.65 | $2.85 | +7.5% |
| 2025-11-25 | $2.50 | $2.67 | +6.8% |
| 2025-08-28 | $2.45 | $2.62 | +6.9% |
| 2025-05-22 | $2.15 | $2.29 | +6.5% |
| 2025-02-27 | $2.14 | $2.29 | +7.0% |
| 2024-11-26 | $2.12 | $2.17 | +2.4% |
| 2024-08-29 | $2.00 | $2.15 | +7.5% |
| 2024-06-11 | $1.80 | $1.87 | +3.9% |
Insider Trading Activity
2 transactions
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| Mar 27, 2025 |
Anagnost Andrew
President and CEO
|
grant | 56,493 | — | — |
| Mar 27, 2025 |
Anagnost Andrew
President and CEO
|
other | 44,901 | $271.21 | $12,177,600.21 |
Dividend History
Yield
0.00%
Payout Ratio
0.00%
Growth (3Y)
N/A
Growth (5Y)
N/A
| Ex-Date | Payment Date | Amount | Yield |
|---|---|---|---|
| Mar 22, 2005 | Apr 08, 2005 | $0.02 | 0.21% |
| Dec 22, 2004 | Jan 07, 2005 | $0.02 | 0.16% |
| Sep 22, 2004 | Oct 08, 2004 | $0.03 | 0.25% |
| Jun 30, 2004 | Jul 16, 2004 | $0.03 | 0.28% |
| Mar 31, 2004 | Apr 16, 2004 | $0.03 | 0.38% |
| Dec 30, 2003 | Jan 16, 2004 | $0.03 | 0.49% |
| Oct 01, 2003 | Oct 17, 2003 | $0.03 | 0.70% |
| Jul 09, 2003 | Jul 25, 2003 | $0.03 | 0.74% |
| Apr 02, 2003 | Apr 18, 2003 | $0.03 | 0.73% |
| Dec 31, 2002 | Jan 17, 2003 | $0.03 | 0.84% |
| Oct 02, 2002 | Oct 18, 2002 | $0.03 | 0.94% |
| Jul 02, 2002 | Jul 19, 2002 | $0.03 | 1.00% |
| Apr 02, 2002 | Apr 18, 2002 | $0.06 | 0.53% |
| Jan 02, 2002 | Jan 18, 2002 | $0.06 | 0.65% |
| Oct 03, 2001 | Oct 19, 2001 | $0.06 | 0.69% |
| Jul 03, 2001 | Jul 20, 2001 | $0.06 | 0.67% |
| Apr 04, 2001 | Apr 20, 2001 | $0.06 | 0.91% |
| Jan 03, 2001 | Jan 19, 2001 | $0.06 | 0.88% |
| Oct 04, 2000 | Oct 20, 2000 | $0.06 | 1.01% |
| Jul 05, 2000 | Jul 21, 2000 | $0.06 | 0.72% |
Key Takeaways
Revenue grew 13.14% annually over 5 years — strong growth
ROE of 39.68% indicates high profitability
Net margin of 15.60% shows strong profitability
Generating 2.41B in free cash flow
P/E of 44.40 — premium valuation
Revenue growth is accelerating — 1Y growth exceeds 5Y average by 4.39%
Growth
Revenue Growth (5Y)
13.14%
Revenue (1Y)17.53%
Earnings (1Y)1.08%
FCF Growth (3Y)37.08%
Quality
Return on Equity
39.68%
ROIC23.28%
Net Margin15.60%
Op. Margin24.90%
Safety
Debt / Equity
0.90
Current Ratio0.85
Interest Coverage0.00
Valuation
P/E Ratio
44.40
Forward P/E24.17
P/B Ratio16.39
EV/EBITDA28.09
Dividend Yield0.00%
All Fundamental Metrics
| Growth | |||
| Revenue Growth (1Y) | 17.53% | Revenue Growth (3Y) | 15.09% |
| Earnings Growth (1Y) | 1.08% | Earnings Growth (3Y) | 11.38% |
| Revenue Growth (5Y) | 13.14% | Earnings Growth (5Y) | 22.63% |
| Profitability | |||
| Revenue (TTM) | 7.21B | Net Income (TTM) | 1.12B |
| ROE | 39.68% | ROA | 9.02% |
| Gross Margin | 90.24% | Operating Margin | 24.90% |
| Net Margin | 15.60% | Free Cash Flow (TTM) | 2.41B |
| ROIC | 23.28% | FCF Growth (3Y) | 37.08% |
| Safety | |||
| Debt / Equity | 0.90 | Current Ratio | 0.85 |
| Interest Coverage | 0.00 | ||
| Dividends | |||
| Dividend Yield | 0.00% | Payout Ratio | 0.00% |
| Dividend Growth (3Y) | N/A | Dividend Growth (5Y) | N/A |
| Consecutive Div Years | N/A | ||
| Valuation | |||
| P/E Ratio | 44.40 | Forward P/E | 24.17 |
| P/B Ratio | 16.39 | P/S Ratio | 6.93 |
| PEG Ratio | 22.52 | Forward PEG | N/A |
| EV/EBITDA | 28.09 | Fwd EV/EBITDA | 30.54 |
| Forward P/S | 6.96 | Fwd Earnings Yield | 4.14% |
| FCF Yield | 4.83% | ||
| Market Cap | 49.91B | Enterprise Value | 50.39B |
Income Statement
Annual, most recent first
| Metric | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 |
|---|---|---|---|---|---|
| Revenue | 7.21B | 6.13B | 5.44B | 4.95B | 4.40B |
| Net Income | 1.12B | 1.11B | 906.00M | 823.00M | 497.00M |
| EPS (Diluted) | 5.23 | 5.12 | 4.19 | 3.78 | 2.24 |
| Gross Profit | 6.50B | 5.55B | 4.89B | 4.43B | 3.94B |
| Operating Income | 1.79B | 1.35B | 1.11B | 992.00M | 660.80M |
Balance Sheet
Annual, most recent first
| Metric | FY2026 | FY2025 | FY2024 | FY2023 | FY2022 |
|---|---|---|---|---|---|
| Total Assets | 12.47B | 10.83B | 9.91B | 9.44B | 8.61B |
| Total Liabilities | 9.42B | 8.21B | 8.06B | 8.29B | 7.76B |
| Shareholders' Equity | 3.05B | 2.62B | 1.86B | 1.15B | 849.10M |
| Total Debt | 2.73B | 2.56B | 2.63B | 2.67B | 3.06B |
| Cash & Equivalents | 2.25B | 1.60B | 1.89B | 1.95B | 1.53B |
| Current Assets | 4.94B | 3.48B | 3.58B | 3.34B | 2.76B |
| Current Liabilities | 5.81B | 5.15B | 4.35B | 4.00B | 4.01B |
Strategy Scores
This stock passed the criteria for 2 strategies
Score = fit strength (0–100)
Rank = position among all matches
Custom
Cash Flow Compounder
#325 of 1052
Custom
Capital Light Compounder
#196 of 218
Recent Activity
Entered
Cash Flow Compounder
Mar 24, 2026
Entered
Capital Light Compounder
Mar 24, 2026