BridgeBio Pharma, Inc. Common Stock(BBIO)

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

BBIO iron condor setups BBIO expected move BBIO IV rank history

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.

Snapshot
$66.80
52-Week Range
$38.57 – $84.94
YTD
-14.62%
IV Rank (30D)
60.73
Straddle Price
$7.68
P/C Vol Ratio
1.11
Market Cap
$13.2B
Fair Value
-7.2% vs price
Confidence: 32% Alpha Score: 0.05

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 ≥ 0.5% and dividend payments are stable.
  • 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)4.53%
Beta vs SPY1.00
Cost of Equity (CAPM)10.03% (VRP-adj)
WACC9.32%
Volatility Risk Premium+74.6pp (IV − HV30), ERP adj +50bps
Effective Tax Rate21.0%
Rev. Growth (YoY, DCF input)+30.0%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$-0.4B
Return on Equity (TTM)31.7%
Book / Price-17.5%
Gross Margin (TTM)95.1%
FCF Margin (TTM)-76.8%
Quality Score3/6 — normal (10y DCF)
SMA 50$70.28 (Market Anchor value)
SMA 20 / Bollinger Mid$67.16
Bollinger Width / SMA2013.7% (drives anchor stability)
Net Debt$1.0B
Market Cap$13B
Peers used for multiples: AMGN, BIIB, GILD, NBIX, REGN, RVMD, UTHR, VRTX
Blended Fair Value
$61.98
Current Price
$66.80
Deviation
-7.2%
Forward-Return Rank SHORT gated
?
Horizon Expected α z Pred Blended z Rank % Active?
21d -0.6% +0.72 -0.45 87.1% —
42d -3.4% +0.25 -0.45 87.1% —
63d -5.1% -0.06 -0.45 87.1% —
Expected α = forward-return point estimate vs SPY (e.g., +7.5% means the predictor expects this stock to outperform SPY by 7.5% over that horizon). For SHORT direction the model uses a different ranking metric (conviction-weighted deviation, not the LGBM prediction); Expected α is shown for reference. ⚠ flags rows where Expected α disagrees with the FV direction — two independent signals are in conflict; conviction is low even if rank looks extreme.
Forward-Return Rank. A proprietary ensemble of a machine-learning forward-return model and a conviction-weighted fundamental score, ranked cross-sectionally each day across the S&P 500 (and broader universes on the screener). Each stock is scored at three horizons (21/42/63 trading days). "Active" = top/bottom 5% AND all risk filters pass. Backtested mean alpha vs SPY on active picks: 21d LONG +13.4%, 63d +34.9% (S&P 500, walk-forward). Past performance is not indicative of future results.
Value vs momentum conflict ⚠. The "FV direction" (long/short) comes from the fundamentals-based engine — price vs intrinsic value. The "Expected α" comes from a separate machine-learning predictor trained on ~12 features (sector, options-implied move, beta, institutional flow, etc.). Sometimes the two disagree: a stock is overvalued by fundamentals but the predictor expects it to keep outperforming (sector or momentum tailwinds). When all 3 horizons disagree, treat the direction signal as low-conviction — neither model is strongly recommending a position.
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) n/a 0%
Peer P/E n/a 0% median 20.9× · 7 peers
Peer EV/EBITDA n/a 0% median 14.7× · 7 peers
Peer P/B n/a 0% median 5.2× · 8 peers
Peer P/S $16.83 16% median 5.1× · 7 peers
Market Anchor (SMA50) $70.28 84% stability 82% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-06-12 · updated 2026-06-12 20:59:55.687000
Info
Industry (SIC)
PHARMACEUTICAL PREPARATIONS (2834)
Exchange
XNAS
Market Cap
$13.2B

BridgeBio Pharma is a biotechnology company focused on discovering, developing, testing, and delivering transformative treatments for patients with genetic diseases. The company has four programs in its late-stage pipeline focusing on Mendelian disorders, oncology, and gene therapy. One of its key programs, Attruby (acoramidis), is an orally administered small molecule designed to stabilize tetrameric transthyretin for the treatment of transthyretin amyloid cardiomyopathy.

Price History
Seasonality
MonthAvg ReturnYears of Data
Jan +0.97% 6
Feb -0.30% 6
Mar +8.13% 6
Apr -8.73% 6
May -3.89% 6
Jun +13.20% 6
Jul +19.27% 5
Aug -0.69% 5
Sep -7.43% 5
Oct +3.52% 5
Nov +1.32% 5
Dec -5.10% 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: $67.02
SMA 50: $70.13
SMA 200: $67.23
Current: $66.80
EMA 12: $67.12
EMA 26: $67.72
MACD: -0.6048 | Signal: 0.2540
BEARISH
ADX (14): 10.68
RANGE
+DI: 19.80
−DI: 17.48
Momentum Oscillators
RSI (14): 46.61
NEUTRAL
Stoch %K: 56.36
Stoch %D: 54.97
Williams %R: -38.66
Volume & Volatility
BB Upper: $69.89
BB Lower: $64.15
NEUTRAL
OBV: 38,126,326
Vol SMA 20: 2,793,946
Vol ROC: -49.37%
ATR: $2.81
True Range: $1.41
HV 20: 36.7%
HV 30: 36.8%
HV 60: 39.5%
Data Summary
Data Points: 500
Last Updated: 2026-06-13T13:41:20.612000
Date Range: 2024-06-14T00:00:00 – 2026-06-12T00:00:00
AI Analysis

Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.

Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.

News
Earnings History
8 of 8 under expected move
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
2024-08-01 After-Close 16.14% 3.03% 0.19x Within
2024-11-12 Pre-Market 9.46% 4.97% 0.53x Within
2025-02-20 Pre-Market 9.12% 0.33% 0.04x Within
2025-04-29 After-Close 12.25% 4.17% 0.34x Within
2025-08-05 After-Close 21.12% 2.87% 0.14x Within
2025-10-29 After-Close 13.90% 4.78% 0.34x Within
2026-02-24 After-Close 12.38% 3.65% 0.29x Within
2026-05-07 After-Close 8.78% 0.09% 0.01x Within
Options Activity
IV Rank (30D)
60.73
IV Rank (7D)
100
Avg IV
91.7%
Straddle (30D)
$7.68
Straddle (7D)
$2.72
P/C Volume
1.11
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)

RR25 and BF25 from the live options chain. 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.

Volatility Surface

Enter a ticker to render the implied volatility surface.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
1.17
Correlation (SPY)
30.9%
R²
0.10
Ann. Volatility
46.6%
SPY Volatility
12.3%

Above average volatility - stock moves with market amplification

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
Diluted shares outstanding: 192,172,186 (as of 2026-03-31)

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.

504 filers2,099,058,009 shares$28.96B value1092.28% of float
# Filer Shares Value % of Total % of Float Period
1 VANGUARD GROUP INC Custodian 33,725,382 $2.58B 8.91% 17.55% 2025-12-31
2 BlackRock, Inc. Custodian 72,985,514 $2.18B 7.53% 37.98% 2026-03-31
3 Kohlberg Kravis Roberts & Co. L.P. 26,521,942 $1.97B 6.80% 13.80% 2026-03-31
4 JANUS HENDERSON GROUP PLC 26,358,026 $1.96B 6.76% 13.72% 2026-03-31
5 VIKING GLOBAL INVESTORS LP 23,684,868 $1.76B 6.07% 12.32% 2026-03-31
6 STATE STREET CORP 44,359,640 $784.17M 2.71% 23.08% 2026-03-31
7 Aisling Capital Management LP 10,179,222 $755.91M 2.61% 5.30% 2026-03-31
8 GEODE CAPITAL MANAGEMENT, LLC Custodian 9,836,060 $743.86M 2.57% 5.12% 2026-03-31
9 Invesco Ltd. Custodian 38,426,235 $731.67M 2.53% 20.00% 2026-03-31
10 LINDEN ADVISORS LP 430,201,000 $599.18M 2.07% 223.86% 2026-03-31
11 Frazier Life Sciences Management, L.P. 6,896,278 $512.12M 1.77% 3.59% 2026-03-31
12 D. E. Shaw & Co., Inc. Custodian 67,870,972 $484.59M 1.67% 35.32% 2026-03-31
13 CITADEL ADVISORS LLC Custodian 6,347,880 $471.39M 1.63% 3.30% 2026-03-31
14 TWO SIGMA INVESTMENTS, LP 6,241,262 $463.48M 1.60% 3.25% 2026-03-31
15 FRANKLIN RESOURCES INC Custodian 63,877,850 $462.43M 1.60% 33.24% 2026-03-31
16 FMR LLC Custodian 35,789,508 $397.45M 1.37% 18.62% 2026-03-31
17 WELLINGTON MANAGEMENT GROUP LLP Custodian 13,100,906 $382.73M 1.32% 6.82% 2026-03-31
18 Polar Capital Holdings Plc 5,038,612 $374.17M 1.29% 2.62% 2026-03-31
19 UBS Group AG Custodian 4,380,642 $301.39M 1.04% 2.28% 2026-03-31
20 MANUFACTURERS LIFE INSURANCE COMPANY, THE 3,954,160 $293.64M 1.01% 2.06% 2026-03-31
21 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 3,952,188 $293.49M 1.01% 2.06% 2026-03-31
22 GOLDMAN SACHS GROUP INC Custodian 11,395,432 $292.20M 1.01% 5.93% 2026-03-31
23 ALLIANCEBERNSTEIN L.P. 3,817,814 $292.02M 1.01% 1.99% 2026-03-31
24 SC US (TTGP), LTD. 3,720,728 $276.30M 0.95% 1.94% 2026-03-31
25 VOYA INVESTMENT MANAGEMENT LLC 167,972,960 $267.28M 0.92% 87.41% 2026-03-31
23 filers$1.55B notional
# Filer Notional Value % of Total Period
1 UBS Group AG Custodian $573.81M 36.91% 2026-03-31
2 JANE STREET GROUP, LLC Custodian $460.28M 29.60% 2026-03-31
3 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $354.16M 22.78% 2026-03-31
4 Caption Management, LLC $45.51M 2.93% 2026-03-31
5 CITADEL ADVISORS LLC Custodian $24.00M 1.54% 2026-03-31
6 Portman Square Capital LLP $19.84M 1.28% 2026-03-31
7 NOMURA HOLDINGS INC $13.75M 0.88% 2026-03-31
8 LAZARD ASSET MANAGEMENT LLC $11.88M 0.76% 2026-03-31
9 GOLDMAN SACHS GROUP INC Custodian $8.91M 0.57% 2026-03-31
10 Ikarian Capital, LLC $8.69M 0.56% 2026-03-31
11 CITIGROUP INC Custodian $6.68M 0.43% 2026-03-31
12 WOLVERINE TRADING, LLC Custodian $4.43M 0.28% 2025-09-30
13 TUDOR INVESTMENT CORP ET AL $4.20M 0.27% 2026-03-31
14 GROUP ONE TRADING LLC Custodian $4.00M 0.26% 2026-03-31
15 Point72 Asset Management, L.P. $3.51M 0.23% 2026-03-31
16 IMC-Chicago, LLC Custodian $2.70M 0.17% 2026-03-31
17 SIMPLEX TRADING, LLC Custodian $2.68M 0.17% 2026-03-31
18 BOOTHBAY FUND MANAGEMENT, LLC $2.52M 0.16% 2026-03-31
19 Walleye Capital LLC $1.92M 0.12% 2026-03-31
20 Alphadyne Asset Management LP $920.82K 0.06% 2026-03-31
21 JPMORGAN CHASE & CO Custodian $152.59K <0.01% 2026-03-31
22 TOCQUEVILLE ASSET MANAGEMENT L.P. $148.52K <0.01% 2026-03-31
23 Walleye Trading LLC $74.26K <0.01% 2026-03-31
21 filers$248.16M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $122.34M 49.30% 2026-03-31
2 CITIGROUP INC Custodian $26.88M 10.83% 2026-03-31
3 SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC $22.28M 8.98% 2026-03-31
4 JANE STREET GROUP, LLC Custodian $11.66M 4.70% 2026-03-31
5 Portman Square Capital LLP $8.91M 3.59% 2026-03-31
6 Caption Management, LLC $8.91M 3.59% 2026-03-31
7 LAZARD ASSET MANAGEMENT LLC $8.32M 3.35% 2026-03-31
8 CITADEL ADVISORS LLC Custodian $8.12M 3.27% 2026-03-31
9 SIMPLEX TRADING, LLC Custodian $5.50M 2.21% 2026-03-31
10 IMC-Chicago, LLC Custodian $4.00M 1.61% 2026-03-31
11 GROUP ONE TRADING LLC Custodian $3.91M 1.58% 2026-03-31
12 Point72 Asset Management, L.P. $3.51M 1.41% 2026-03-31
13 NOMURA HOLDINGS INC $3.12M 1.26% 2026-03-31
14 BARCLAYS PLC Custodian $3.03M 1.22% 2026-03-31
15 WOLVERINE TRADING, LLC Custodian $2.87M 1.16% 2025-09-30
16 WOLVERINE ASSET MANAGEMENT LLC $2.21M 0.89% 2026-03-31
17 Alphadyne Asset Management LP $1.04M 0.42% 2026-03-31
18 Crawford Fund Management, LLC $519.82K 0.21% 2026-03-31
19 Walleye Capital LLC $504.97K 0.20% 2026-03-31
20 Walleye Trading LLC $386.15K 0.16% 2026-03-31
21 JPMORGAN CHASE & CO Custodian $152.59K 0.06% 2026-03-31
Insider Activity
Latest: 2026-06-08
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
2026-06-08 Neil Kumar Chief Executive Officer Sell (S) −80,000 $67.67 -$5.41M EDGAR
2026-05-26 Neil Kumar Chief Executive Officer Sell (S) −26,103 $69.44 -$1.81M EDGAR
2026-05-19 Randal W. Scott Director Mixed — $41.95 -$504.0K EDGAR
2026-05-19 Maricel Apuli Chief Accounting Officer Tax (F) −4,714 $66.13 -$311.7K EDGAR
2026-05-19 Neil Kumar Chief Executive Officer Mixed +34,979 $66.13 -$2.40M EDGAR
2026-05-19 Thomas Trimarchi President and CFO Mixed −36,432 $65.74 -$2.39M EDGAR
2026-05-11 Neil Kumar Chief Executive Officer Sell (S) −80,000 $67.40 -$5.39M EDGAR
2026-05-04 Maricel Apuli Chief Accounting Officer Sell (S) −2,000 $71.58 -$143.2K EDGAR
2026-04-13 Neil Kumar Chief Executive Officer Sell (S) −80,000 $74.61 -$5.97M EDGAR
2026-03-20 Maricel Apuli Chief Accounting Officer Award (A) +14,170 — EDGAR
2026-03-20 Thomas Trimarchi President and CFO Award (A) +59,041 — EDGAR
2026-03-19 Neil Kumar Chief Executive Officer Grant (A) +144,883 RSU — EDGAR
2026-03-16 Neil Kumar Chief Executive Officer Sell (S) −80,000 $68.76 -$5.50M EDGAR
2026-03-12 Hannah Valantine Director Mixed — $49.68 -$387.1K EDGAR
2026-03-06 Andrea Ellis Director Mixed — $36.66 -$3.66M 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
32 insiders · @ $66.80
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 KKR Management LLP 10%+ Owner 34,510,971 $2.31B -$638.33M 1 2020-06-01
2 VIKING GLOBAL INVESTORS LP 10%+ Owner 26,620,991 $1.78B $560.00M 1 2019-06-28
3 KKR Genetic Disorder GP LLC 10%+ Owner 25,260,971 $1.69B -$3.01B 2 2024-09-17
4 Viking Global Opportunities GP LLC 10%+ Owner 25,120,991 $1.68B -$420.00M 1 2023-07-19
5 KKR Genetic Disorder L.P. 10%+ Owner 19,260,971 $1.29B -$1.78B 1 2025-03-07
6 OLE ANDREAS HALVORSEN 10%+ Owner 18,555,375 $1.24B -$2.09B 2 2025-07-01
7 KKR & Co. Inc. 10%+ Owner 13,260,971 $885.83M -$1.44B 2 2025-05-14
8 VIKING GLOBAL PERFORMANCE LLC 10%+ Owner 11,736,137 $783.97M $560.00M 1 2019-06-28
9 Neil Kumar Chief Executive Officer 4,581,774 $306.06M -$145.07M 76 2026-06-08
10 CHARLES J HOMCY Director 1,025,012 $68.47M -$19.45M 27 2025-08-12
11 FRANK MCCORMICK Director 818,742 $54.69M -$33.91M 15 2025-10-31
12 Thomas Trimarchi President and CFO 359,194 $23.99M -$5.99M 14 2026-05-19
13 MICHAEL THOMAS HENDERSON Chief Business Officer 274,211 $18.32M -$3.64M 22 2020-12-17
14 Ali J. Satvat Director 165,993 $11.09M $0 9 2025-06-24
15 Maricel Apuli Chief Accounting Officer 129,401 $8.64M -$546.5K 13 2026-05-19
16 BRIAN C STEPHENSON CFO and Treasurer 110,964 $7.41M -$9.87M 45 2025-02-27
17 Andrew Lo Director 99,463 $6.64M -$10.07M 9 2025-11-19
18 JAMES C MOMTAZEE Director 95,080 $6.35M $1.16M 9 2025-06-24
19 Andrea Ellis Director 83,510 $5.58M -$6.32M 10 2026-03-06
20 RICHARD H SCHELLER Director 55,126 $3.68M -$9.47M 16 2023-02-21
21 Cameron Turtle See Remarks 32,068 $2.14M -$3.63M 15 2020-12-29
22 Douglas A. Dachille Director 26,589 $1.78M $245.6K 7 2025-06-24
23 Fred Hassan Director 25,889 $1.73M $273.4K 6 2025-06-24
24 Brian M. Stolz Chief Operating Officer 24,615 $1.64M $0 4 2020-08-18
25 Randal W. Scott Director 19,389 $1.30M -$1.48M 15 2026-05-19
26 BRENT L SAUNDERS Director 17,600 $1.18M $254.9K 4 2022-06-24
27 RONALD J DANIELS Director 16,991 $1.13M -$3.74M 8 2025-11-07
28 Uma Sinha Chief Scientific Officer 16,460 $1.10M $238.0K 6 2020-12-17
29 Jennifer E. Cook Director 13,741 $917.9K $0 9 2025-06-24
30 Hannah Valantine Director 7,863 $525.2K -$5.11M 19 2026-03-12
31 ERIC AGUIAR Director 6,589 $440.1K $0 7 2025-06-24
32 YI CHING YAU Chief Accounting Officer 6,486 $433.3K $0 5 2020-11-18
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.

P/B Ratio-5.8
P/S Ratio22.8
EV/EBITDA-29.7
TTM Revenue$0.6B
TTM Net Income$-0.7B
TTM EPS$-3.73
ROE31.7%
Debt/Equity-1.09