Autolus Therapeutics plc American Depositary Share(AUTL)

Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.

AUTL iron condor setups AUTL expected move AUTL IV rank history AUTL Fibonacci levels AUTL insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

AUTL $1.85 —
Snapshot
$1.85
After hours $1.85 +0.00%
52-Week Range
$1.18 – $2.58
YTD
-0.80%
IV Rank (30D)
40.89
Straddle Price
$1.10
P/C Vol Ratio
12.50
Market Cap
$0.5B
Fair Value

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)4.96%
Beta vs SPY1.54
Cost of Equity (CAPM)13.44% (VRP-adj)
WACC13.25%
Volatility Risk Premium+138.4pp (IV − HV30), ERP adj +50bps
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)+3.0%
DCF Horizon5 years explicit + fade
Forward Tilt (NTM/TTM)×1.03 (applied to P/E, EV/EBITDA, P/S)
Quality Score0/6 — cyclical/struggling (5y DCF)
SMA 50$1.98 (Market Anchor value)
SMA 20 / Bollinger Mid$2.08
Bollinger Width / SMA201658.4% (drives anchor stability)
Net Debt$0.0B
Peers used for multiples: ALNY, AMGN, GILD, MRNA, NTRA, REGN, RVMD, VRTX
Blended Fair Value
—
Deviation
—
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) n/a 0%
Peer P/E n/a 0% median 27.4× · 4 peers
Peer EV/EBITDA n/a 0% median 24.3× · 5 peers
Peer P/B n/a 0% median 15.8× · 8 peers
Peer P/S n/a 0% median 6.9× · 7 peers
Market Anchor (SMA50) $1.98 0% stability 0% (BB-width)
Options Expected (B-L 30d) $1.49 0% 5 strikes · skew +1.51
As of 2026-09-25 · updated
Info
Industry (SIC)
BIOLOGICAL PRODUCTS, (NO DIAGNOSTIC SUBSTANCES) (2836)
Exchange
XNAS
Market Cap
$0.5B

Autolus Therapeutics PLC is a biopharmaceutical company developing next-generation programmed T-cell therapies for the treatment of cancer. The company's clinical-stage pipeline comprises Obe-cel (obecabtagene autoleucel), AUTO1/22, AUTO3, AUTO5, AUTO6, AUTO7 & AUTO8. Company's T cell programming technologies tailors therapies to address the specific disease targeting and introduce new programming modules into a patient's T cells to give those T cells improved properties to recognize target cells and overcome fundamental disease defense mechanisms.

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan -10.70% 6
Feb -3.12% 6
Mar -2.77% 6
Apr -11.73% 6
May +20.45% 6
Jun -7.69% 6
Jul +9.46% 6
Aug +6.57% 6
Sep -15.16% 6
Oct +10.96% 5
Nov +6.89% 5
Dec +4.43% 5
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $2.05
SMA 50: $1.98
SMA 200: $1.67
Current: $1.85
EMA 12: $1.96
EMA 26: $2.02
MACD: -0.0534 | Signal: -0.0241
BEARISH
ADX (14): 28.33
TREND
+DI: 16.34
−DI: 23.48

Momentum Oscillators

RSI (14): 39.91
NEUTRAL
Stoch %K: 14.77
Stoch %D: 22.06
Williams %R: -94.94

Volume & Volatility

BB Upper: $2.39
BB Lower: $1.71
NEUTRAL
OBV: 18,806,456
Vol SMA 20: 1,602,731
Vol ROC: -19.80%
ATR: $0.11
True Range: $0.10
HV 20: 44.6%
HV 30: 57.8%
HV 60: 78.3%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-27T00:00:00 – 2026-09-25T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

Overall assessment: BULLISH (8/10)

Key drivers: Positive news sentiment, technical momentum signals, and high volatility

Primary risks: High beta, market correlation, and options market expectations

Investment thesis: AUTL is a high-growth stock with significant potential for price appreciation, driven by its positive clinical trial updates, partnerships, and strong management. However, the high-beta nature of the stock poses a significant risk.

Recent news sentiment impact: The recent news headlines have been overwhelmingly positive, driving the stock's upward momentum.

Technical Analysis

Trend Direction: Short-term (1-4 weeks): Uptrend; Medium-term (1-3 months): Neutral; Long-term (3-12 months): Bullish

Support/Resistance Levels: Key price levels from moving averages and technical patterns:

  • Lower Bollinger Band: $1.38
  • Middle Line: $1.59
  • Upper Bollinger Band: $1.80
  • SMA 20: $1.59
  • EMA 12: $1.64

Momentum Signals:

  • RSI interpretation (overbought >70, oversold <30, neutral 30-70): Neutral (56.66)
  • MACD signal (bullish/bearish crossover): Bullish (0.05 / Signal: 0.00 / Histogram: 0.04)
  • Bollinger Bands position (squeeze, breakout, mean reversion): Squeeze

Volume Analysis: Volume trends and institutional interest signals:

  • Volume SMA 20: 1638801.80
  • On-Balance Volume (OBV): 6817349.37
  • Volume Rate of Change: -13.83% (indicating decreasing volume)

News & Sentiment Analysis

Recent Headlines Summary: Key themes from last 10 news articles:

  • Positive clinical trial updates
  • Partnerships and collaborations
  • Strong management and business updates

Sentiment Assessment: Aggregate news sentiment: POSITIVE

Catalyst Identification: Upcoming events, earnings, product launches, regulatory changes:

  • No specific catalysts announced

Market Narrative: How news aligns with or contradicts technical signals:

  • News and technical signals are aligned, driving the stock's upward momentum.

Risk & Volatility Assessment

Beta Interpretation: Risk relative to market (beta >1.2 = high risk, <0.8 = defensive): High-risk stock (beta: 1.91)

Volatility Regime: Current vs historical volatility levels:

  • High volatility - stock moves more than market
  • Historical volatility: HV20 79.1%, HV30 73.1%, HV60 71.0%

Options Market Signals:

  • IV rank: 36.7% (Medium - shows if volatility is historically high/low)
  • Current IV: 227.9%
  • Expected Move: $0.33 (27 DTE), 7-DTE: $0.33
  • Volume Flow: 128 calls vs 13 puts
  • Open Interest: 7,906 calls vs 83 puts

Downside Protection: Support levels and risk management considerations:

  • Lower Bollinger Band: $1.38
  • SMA 20: $1.59

Market Context & Positioning

Sector Performance: Relative strength vs sector/market:

  • AUTL is outperforming the broader market and its respective sector.

Institutional Activity: Volume patterns suggesting institutional interest signals:

  • High volume and increasing open interest indicate institutional participation.

Correlation Analysis: How stock moves relative to market (R-squared interpretation):

  • Correlation: 0.30 - relatively low correlation with the market

Relative Valuation: Position within trading range:

  • AUTL is trading above its historical average and appears overvalued in the short-term.

Key Levels & Action Items

Critical Price Levels: Support/resistance to monitor:

  • Lower Bollinger Band: $1.38
  • Middle Line: $1.59
  • Upper Bollinger Band: $1.80
  • SMA 20: $1.59
  • EMA 12: $1.64

Breakout/Breakdown Levels: Technical levels that could trigger significant moves:

  • Above the upper Bollinger Band ($1.80) - potential breakout
  • Below the lower Bollinger Band ($1.38) - potential breakdown

Time-Sensitive Catalysts: Earnings dates, FDA approvals, product launches:

  • No specific catalysts announced

Risk Management: Stop-loss levels and position sizing considerations:

  • Consider placing a stop-loss order around $1.50 to limit potential losses.
  • Position sizing should be cautious due to the high beta and volatility of the stock.

This comprehensive analysis report provides an in-depth look at AUTL's technical, news-driven, and risk-related factors. While the stock has significant growth potential, it is essential to consider its high-beta nature and market correlation when making investment decisions.

Generated
News
Earnings History
8 of 8 under expected move
Avg Expected Move
38.92%
Avg Actual Move
7.03%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2024-11-12 After-Close 30.15% 3.22% 0.11x Within
2025-03-20 After-Close 58.04% 2.38% 0.04x Within
2025-05-08 After-Close 36.90% 2.21% 0.06x Within
2025-08-12 After-Close 35.55% 16.06% 0.45x Within
2025-11-12 After-Close 14.71% 4.41% 0.30x Within
2026-03-27 Pre-Market 73.53% 11.03% 0.15x Within
2026-05-14 Pre-Market 45.32% 7.89% 0.17x Within
2026-08-11 After-Close 17.17% 9.01% 0.52x Within
Options Activity
IV Rank (30D)
40.89
IV Rank (7D)
40.89
Avg IV
250.5%
Straddle (30D)
$1.10
Straddle (7D)
$1.10
P/C Volume
12.50
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
1.92
Correlation (SPY)
32.1%
R²
0.10
Ann. Volatility
77.5%
SPY Volatility
13.0%

High volatility - stock moves more than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

85 filers135,680,803 shares$217.37M value
# Filer Shares Value % of Total % of Float Period
1 MAK CAPITAL ONE LLC 33,621,487 $53.79M 24.75% — 2026-06-30
2 Blackstone Inc. 20,485,611 $32.78M 15.08% — 2026-06-30
3 Syncona Portfolio Ltd 16,640,720 $26.63M 12.25% — 2026-06-30
4 ARMISTICE CAPITAL, LLC 15,000,000 $24.00M 11.04% — 2026-06-30
5 Tetragon Partners GP Ltd 9,500,000 $15.20M 6.99% — 2026-06-30
6 SCHRODER INVESTMENT MANAGEMENT GROUP 7,833,282 $12.92M 5.95% — 2026-06-30
7 Frazier Life Sciences Management, L.P. 4,447,910 $7.12M 3.27% — 2026-06-30
8 AXA Investment Managers S.A. 3,361,156 $5.48M 2.52% — 2025-09-30
9 BNP Paribas Asset Management Holding S.A. 3,361,156 $5.38M 2.47% — 2026-06-30
10 Laurion Capital Management LP 3,316,626 $5.31M 2.44% — 2026-06-30
11 RENAISSANCE TECHNOLOGIES LLC 1,984,700 $3.18M 1.46% — 2026-06-30
12 BANK OF AMERICA CORP /DE/ Custodian 1,605,092 $2.57M 1.18% — 2026-06-30
13 BlackRock, Inc. Custodian 1,603,458 $2.57M 1.18% — 2026-06-30
14 UBS Group AG Custodian 1,516,991 $2.43M 1.12% — 2026-06-30
15 MORGAN STANLEY Custodian 1,260,832 $2.02M 0.93% — 2026-06-30
16 MILLENNIUM MANAGEMENT LLC Custodian 1,224,818 $1.96M 0.90% — 2026-06-30
17 Cetera Investment Advisers Custodian 1,157,324 $1.85M 0.85% — 2026-06-30
18 BALYASNY ASSET MANAGEMENT L.P. 972,748 $1.56M 0.72% — 2026-06-30
19 JPMORGAN CHASE & CO Custodian 913,239 $1.51M 0.69% — 2026-06-30
20 Alphabet Inc. 698,262 $1.12M 0.51% — 2026-06-30
21 CITADEL ADVISORS LLC Custodian 695,890 $1.11M 0.51% — 2026-06-30
22 Hennion & Walsh Asset Management, Inc. 451,403 $722.25K 0.33% — 2026-06-30
23 Privium Fund Management B.V. 363,430 $581.49K 0.27% — 2026-06-30
24 JANE STREET GROUP, LLC Custodian 299,862 $479.78K 0.22% — 2026-06-30
25 EDENTREE ASSET MANAGEMENT Ltd 300,000 $477.00K 0.22% — 2026-06-30
4 filers$689.92K notional
# Filer Notional Value % of Total Period
1 JANE STREET GROUP, LLC Custodian $337.92K 48.98% 2026-06-30
2 CITADEL ADVISORS LLC Custodian $175.84K 25.49% 2026-06-30
3 SIMPLEX TRADING, LLC Custodian $113.44K 16.44% 2026-06-30
4 GROUP ONE TRADING LLC Custodian $62.72K 9.09% 2026-06-30
# Filer Notional Value % of Total Period
Insider Activity
Latest: 2026-09-03
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-09-03 Cintia Piccina U.S. CCO & Country Gen Manager Mixed +13,287 $2.35 $31.3K EDGAR
2026-07-01 Robert Iannone Director Grant (A) +79,167 RSU — EDGAR
2026-07-01 Madduri Ravin Rao Director Grant (A) +79,167 opt — EDGAR
2026-07-01 MICHAEL W BONNEY Director Grant (A) +79,167 opt — EDGAR
2026-07-01 Elisabeth Leiderman Director Grant (A) +79,167 opt — EDGAR
2026-07-01 WILLIAM D YOUNG Director Grant (A) +79,167 RSU — EDGAR
2026-07-01 CYNTHIA M BUTITTA Director Grant (A) +79,167 opt — EDGAR
2026-07-01 Linda Bain Director Grant (A) +79,167 opt — EDGAR
2026-07-01 Robert Azelby Director Grant (A) +79,167 opt — EDGAR
2026-07-01 Ryan Richardson Director Grant (A) +79,167 RSU — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
Insider Holdings
1 insider · @ $1.85
Officers, directors, and 10%+ owners ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Cintia Piccina U.S. CCO & Country Gen Manager 13,287 $24.6K -$15.7K 1 2026-09-03
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
ETF Holders
# ETF Provider Weight $ Exposure ETF AUM As Of
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.