Atrás
46
24
Rango del Día
$93.99
$96.45
Rango de 52 Semanas
$65.88
$107.50
Volumen
6,564,287
Promedio 50D / 200D
$98.24
/
$95.34
Cierre Anterior
$94.66
Historial de Precios
Tendencias Financieras
Comparación con Pares
vs mediana del sector Financial Services (854 pares)
| Métrica | Acción | Mediana del Sector |
|---|---|---|
| P/E | 19.1 | 10.3 |
| P/B | 3.4 | 1.1 |
| ROE % | 18.1 | 11.7 |
| Net Margin % | 32.0 | 16.8 |
| Rev Growth 5Y % | 9.9 | 11.7 |
| D/E | 0.7 | 0.5 |
Precio Objetivo de Analistas
Hold
$122.78
+28.8%
Low: $105.00
High: $148.00
P/E Futuro
16.2
EPS Futuro
$5.88
Crecimiento EPS (est.)
+0.0%
Ingresos Est.
26 B
Estimaciones de Ganancias
| Período | EPS Est. | Ingresos Est. | Analistas |
|---|---|---|---|
| FY2030 |
$9.65
$9.09 – $10.08
|
36 B | 2 |
| FY2029 |
$8.81
$8.30 – $9.21
|
34 B | 2 |
| FY2028 |
$7.91
$6.54 – $8.45
|
32 B | 4 |
Insider Trading Activity
20 transactions
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| Mar 2, 2026 |
Verdeschi Michael D
CFO
|
grant | 62,134 | — | — |
| Mar 2, 2026 |
Craig Jonathan M.
MD, Head of Investor Services
|
grant | 50,052 | — | — |
| Mar 2, 2026 |
Beatty Jonathan S
MD, Head of Advisor Services
|
grant | 24,509 | — | — |
| Mar 1, 2026 |
Craig Jonathan M.
MD, Head of Investor Services
|
grant | 25,633 | — | — |
| Mar 1, 2026 |
Craig Jonathan M.
MD, Head of Investor Services
|
other | 11,152 | $95.31 | $1,062,841 |
| Nov 19, 2025 |
Ruffel Charles A.
Director
|
other | 8,372 | — | — |
| Nov 10, 2025 |
Schwab-Pomerantz Carolyn
Director
|
other | 298 | — | — |
| Nov 10, 2025 |
Bettinger Walter W
Co-Chairman
|
other | 61,388 | — | — |
| Oct 29, 2025 |
Woolway Paul V
MD, Chief Banking Officer
|
other | 3,823 | — | — |
| Oct 1, 2025 |
Brown Marianne Catherine
Director
|
grant | 407 | — | — |
| Jul 29, 2025 |
Wurster Richard A
President & CEO
|
sell | 20,500 | $99.16 | $2,032,852 |
| Jul 1, 2025 |
Brown Marianne Catherine
Director
|
grant | 412 | — | — |
| Jul 1, 2025 |
Ruffel Charles A.
Director
|
grant | 1,322 | — | — |
| Jun 24, 2025 |
Ellis Stephen A
Director
|
other | 3,706 | $33.12 | — |
| Jun 3, 2025 |
Verdeschi Michael D
CFO
|
other | 5,888 | $87.54 | $515,436 |
| Jun 2, 2025 |
Woolway Paul V
MD, Chief Banking Officer
|
sell | 3,290 | $87.68 | $288,452 |
| May 27, 2025 |
Dea Joan
Director
|
grant | 5,108 | — | — |
| May 27, 2025 |
Ruffel Charles A.
Director
|
grant | 5,108 | — | — |
| May 27, 2025 |
ADAMS JOHN K JR
Director
|
grant | 5,108 | — | — |
| May 27, 2025 |
Brown Marianne Catherine
Director
|
grant | 5,108 | — | — |
Puntos Clave
Revenue grew 9.86% annually over 5 years — modest growth
Earnings grew 48.97% over the past year
ROE of 18.11% — decent returns on equity
Net margin of 31.99% shows strong profitability
Generating 8.76B in free cash flow
PEG of 0.36 suggests growth is underpriced
Crecimiento
Revenue Growth (5Y)
9.86%
Revenue (1Y)6.45%
Earnings (1Y)48.97%
FCF Growth (3Y)-31.88%
Calidad
Return on Equity
18.11%
ROIC12.62%
Net Margin31.99%
Op. Margin49.42%
Seguridad
Debt / Equity
0.65
Current Ratio17.83
Interest Coverage3.64
Valoración
P/E Ratio
19.13
P/B Ratio3.43
EV/EBITDA14.69
Dividend Yield0.01%
All Fundamental Metrics
| Growth | |||
| Revenue Growth (1Y) | 6.45% | Revenue Growth (3Y) | 4.13% |
| Earnings Growth (1Y) | 48.97% | Earnings Growth (3Y) | 32.17% |
| Revenue Growth (5Y) | 9.86% | Earnings Growth (5Y) | 10.89% |
| Profitability | |||
| Revenue (TTM) | 27.68B | Net Income (TTM) | 8.85B |
| ROE | 18.11% | ROA | 1.80% |
| Gross Margin | 80.28% | Operating Margin | 49.42% |
| Net Margin | 31.99% | Free Cash Flow (TTM) | 8.76B |
| ROIC | 12.62% | FCF Growth (3Y) | -31.88% |
| Safety | |||
| Debt / Equity | 0.65 | Current Ratio | 17.83 |
| Interest Coverage | 3.64 | Dividend Yield | 0.01% |
| Valuation | |||
| P/E Ratio | 19.13 | P/B Ratio | 3.43 |
| P/S Ratio | 6.12 | PEG Ratio | 0.36 |
| EV/EBITDA | 14.69 | Dividend Yield | 0.01% |
| Market Cap | 169.34B | Enterprise Value | 200.92B |
Income Statement
Annual, most recent first
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | 27.68B | 26.00B | 25.52B | 22.31B | 19.00B |
| Net Income | 8.85B | 5.94B | 5.07B | 7.18B | 5.86B |
| EPS (Diluted) | 4.66 | 2.99 | 2.54 | 3.50 | 2.83 |
| Gross Profit | 22.22B | 19.61B | 18.84B | 20.76B | 18.52B |
| Operating Income | 13.68B | 7.69B | 6.38B | 9.39B | 7.71B |
Balance Sheet
Annual, most recent first
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Total Assets | 491.00B | 479.84B | 493.18B | 551.77B | 667.27B |
| Total Liabilities | 441.57B | 431.47B | 452.22B | 515.16B | 611.01B |
| Shareholders' Equity | 49.40B | 48.38B | 40.96B | 36.61B | 56.26B |
| Total Debt | 31.87B | 45.13B | 59.08B | 37.88B | 23.77B |
| Cash & Equivalents | 292.00M | 42.08B | 43.34B | 40.20B | 62.98B |
| Current Assets | 200.80B | 215.38B | 224.62B | 259.27B | 548.32B |
| Current Liabilities | 11.26B | 396.72B | 414.34B | 494.34B | 592.10B |
Puntuaciones de Estrategias
This stock passed the criteria for 2 strategies
Score = fit strength (0–100)
Rank = position among all matches
Custom
Cash Flow Compounder
#476 of 1024
Custom
Capital Light Compounder
#185 of 213
Actividad Reciente
Entró
Cash Flow Compounder
Mar 24, 2026
Entró
Capital Light Compounder
Mar 24, 2026