Atrás
Rango del Día
$205.79
$209.67
Rango de 52 Semanas
$181.36
$272.60
Volumen
5,138,114
Promedio 50D / 200D
$205.11
/
$221.47
Cierre Anterior
$208.47
Historial de Precios
Tendencias Financieras
Comparación con Pares
vs mediana del sector Communication Services (238 pares)
| Métrica | Acción | Mediana del Sector |
|---|---|---|
| P/E | 21.2 | 5.8 |
| P/B | 3.9 | 1.3 |
| ROE % | 18.2 | 9.3 |
| Net Margin % | 12.5 | 6.4 |
| Rev Growth 5Y % | 2.5 | 5.1 |
| D/E | 2.1 | 0.7 |
Precio Objetivo de Analistas
Hold
$257.42
+23.3%
Low: $235.00
High: $310.00
P/E Futuro
20.1
EPS Futuro
$10.38
Crecimiento EPS (est.)
+0.0%
Ingresos Est.
95 B
Estimaciones de Ganancias
| Período | EPS Est. | Ingresos Est. | Analistas |
|---|---|---|---|
| FY2030 |
$18.77
$18.27 – $19.09
|
110 B | 14 |
| FY2029 |
$17.99
$17.51 – $18.29
|
110 B | 14 |
| FY2028 |
$16.50
$13.91 – $21.38
|
100 B | 16 |
Insider Trading Activity
20 transactions
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| Mar 12, 2026 |
Nelson Mark Wolfe
Chief Legal Officer & GC
|
grant | 86 | $211.58 | $18,196 |
| Mar 1, 2026 |
Gopalan Srini
President and CEO
|
other | 2,835 | $217.09 | $615,450 |
| Mar 1, 2026 |
Almeida Andre
Chief Broadband, Ent. & Emerg
|
other | 367 | $217.09 | $79,672 |
| Feb 25, 2026 |
Drobac Daniel James
VP & Chief Accounting Officer
|
other | 389 | $218.66 | $85,059 |
| Feb 15, 2026 |
Osvaldik Peter
Chief Financial Officer
|
other | 12,910 | $219.50 | $2,833,745 |
| Feb 15, 2026 |
Osvaldik Peter
Chief Financial Officer
|
grant | 31,373 | — | — |
| Feb 15, 2026 |
King Deeanne
Chief People Officer
|
other | 4,852 | $219.50 | $1,065,014 |
| Feb 15, 2026 |
King Deeanne
Chief People Officer
|
grant | 13,853 | — | — |
| Dec 9, 2025 |
Osvaldik Peter
CFO
|
other | 1,200 | — | — |
| Dec 5, 2025 |
Long Letitia A
Director
|
sell | 1,457 | $210.32 | $306,436 |
| Dec 3, 2025 |
SIEVERT G MICHAEL
Director
|
other | 65,500 | — | — |
| Nov 1, 2025 |
Drobac Daniel James
VP & Chief Accounting Officer
|
other | 59 | $210.05 | $12,393 |
| Sep 19, 2025 |
Almeida Andre
Pres., Gr & Emerg Businesses
|
grant | 14,208 | — | — |
| Sep 11, 2025 |
Nelson Mark Wolfe
EVP and General Counsel
|
grant | 48 | $240.34 | $11,536 |
| Aug 25, 2025 |
Drobac Daniel James
VP & Chief Accounting Officer
|
other | 215 | $251.74 | $54,124 |
| Aug 15, 2025 |
Katz Michael J.
Pres, Mkting Stgy & Prods
|
sell | 2,500 | $251.12 | $627,800 |
| Jun 12, 2025 |
Nelson Mark Wolfe
EVP and General Counsel
|
grant | 50 | $229.42 | $11,471 |
| Jun 6, 2025 |
Almeida Andre
Director
|
grant | 1,038 | — | — |
| Jun 6, 2025 |
Long Letitia A
Director
|
grant | 1,242 | — | — |
| May 20, 2025 |
SIEVERT G MICHAEL
President and CEO
|
sell | 22,500 | $240.99 | $5,422,275 |
Puntos Clave
Revenue grew 2.46% annually over 5 years — modest growth
ROE of 18.18% — decent returns on equity
Debt/Equity of 2.07 — high leverage
Generating 18.00B in free cash flow
Revenue growth is accelerating — 1Y growth exceeds 5Y average by 6.03%
Cash machine — converts 163.71% of earnings into free cash flow
Crecimiento
Revenue Growth (5Y)
2.46%
Revenue (1Y)8.49%
Earnings (1Y)-3.06%
FCF Growth (3Y)52.40%
Calidad
Return on Equity
18.18%
ROIC7.75%
Net Margin12.45%
Op. Margin21.23%
Seguridad
Debt / Equity
2.07
Current Ratio1.00
Interest Coverage5.33
Valoración
P/E Ratio
21.24
P/B Ratio3.94
EV/EBITDA18.68
Dividend Yield0.02%
All Fundamental Metrics
| Growth | |||
| Revenue Growth (1Y) | 8.49% | Revenue Growth (3Y) | 6.02% |
| Earnings Growth (1Y) | -3.06% | Earnings Growth (3Y) | 14.96% |
| Revenue Growth (5Y) | 2.46% | Earnings Growth (5Y) | 38.08% |
| Profitability | |||
| Revenue (TTM) | 88.31B | Net Income (TTM) | 10.99B |
| ROE | 18.18% | ROA | 5.01% |
| Gross Margin | 47.64% | Operating Margin | 21.23% |
| Net Margin | 12.45% | Free Cash Flow (TTM) | 18.00B |
| ROIC | 7.75% | FCF Growth (3Y) | 52.40% |
| Safety | |||
| Debt / Equity | 2.07 | Current Ratio | 1.00 |
| Interest Coverage | 5.33 | Dividend Yield | 0.02% |
| Valuation | |||
| P/E Ratio | 21.24 | P/B Ratio | 3.94 |
| P/S Ratio | 2.64 | PEG Ratio | 40.42 |
| EV/EBITDA | 18.68 | Dividend Yield | 0.02% |
| Market Cap | 233.50B | Enterprise Value | 350.17B |
Income Statement
Annual, most recent first
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | 88.31B | 81.40B | 78.56B | 79.57B | 80.12B |
| Net Income | 10.99B | 11.34B | 8.32B | 2.59B | 3.02B |
| EPS (Diluted) | 9.72 | 9.66 | 6.93 | 2.06 | 2.41 |
| Gross Profit | 42.07B | 51.75B | 48.37B | 43.37B | 43.51B |
| Operating Income | 18.74B | 18.01B | 14.27B | 6.54B | 6.89B |
Balance Sheet
Annual, most recent first
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Total Assets | 219.24B | 208.04B | 207.68B | 211.34B | 206.56B |
| Total Liabilities | 160.03B | 146.29B | 142.97B | 141.68B | 137.46B |
| Shareholders' Equity | 59.20B | 61.74B | 64.72B | 69.66B | 69.10B |
| Total Debt | 122.27B | 114.40B | 113.83B | 111.79B | 108.82B |
| Cash & Equivalents | 5.60B | 5.41B | 5.14B | 4.51B | 6.63B |
| Current Assets | 24.46B | 18.40B | 19.02B | 19.07B | 20.89B |
| Current Liabilities | 24.50B | 20.17B | 20.93B | 24.74B | 23.50B |