The Motley FoolT3·3mo ago
BV BrightView Holdings, Inc. Common Stock
XNYS
11.68
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels 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.
BV
$11.68
—
Key stats
$11.68
- 52-Week Range
- $9.81 – $15.00
- YTD
- -7.30%
- IV Rank (30D)
- 36.83
- Straddle Price
- $2.45
- Market Cap
- $1.1B
- Open
- $11.18
- Day Range
- $11.18 – $11.78
- Volume
- 394,208
- Prev Close
- $11.78
Fair Value
+50.0% vs price
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) | 4.95% |
| Beta vs SPY | 1.04 |
| Cost of Equity (CAPM) | 10.67% (VRP-adj) |
| WACC | 7.76% |
| Volatility Risk Premium | +29.7pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 37.7% |
| Rev. Growth (YoY, DCF input) | +2.1% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.02 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $-0.0B |
| Return on Equity (TTM) | -1.8% |
| Book / Price | 110.8% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 21.2% |
| FCF Margin (TTM) | -0.9% |
| Debt / Equity | 0.71 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $10.84 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $11.00 |
| Bollinger Width / SMA20 | 186.4% (drives anchor stability) |
| Net Debt | $0.9B |
| Market Cap | $1B |
Peers used for multiples: DRS, GD, HII, NOC, RTX
(filtered from 8 ETF-co-members; sector bias active)
Blended Fair Value
$46.86
Deviation
+50.0%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | median 21.2× · 5 peers |
| Peer EV/EBITDA | $40.55 | 28% | median 15.4× · 5 peers |
| Peer P/B | $47.14 | 36% | median 3.6× · 5 peers |
| Peer P/S | $51.44 | 36% | median 1.7× · 5 peers |
| Market Anchor (SMA50) | $10.84 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-11-06 · updated
Related
About
- Exchange
- XNYS
- Market Cap
- $1.1B
- Employees
- 18,600
- List Date
- 2018-06-28
- CIK
- 0001734713
- Next Earnings
- 2026-11-10 (After-Close)
- EPS Forecast
- $0.26
- Headquarters
- Blue Bell, PA
- Homepage
- https://www.brightview.com
BrightView Holdings Inc is a provider of commercial landscaping services in the United States. The company provides commercial landscaping services, landscape maintenance, and enhancements to tree care and landscape development. It operates through two segments namely Maintenance Services, and Development Services. The Maintenance Services are self-performed through a national branch network and are route-based in nature. It includes mowing, gardening, mulching and snow removal, water management etc. And Development Services are comprised of sophisticated design, coordination, and installation…
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
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -5.21% | -8.23% | 12.77% | 7.33% | -0.57% | 6.03% | 2.02% |
| Feb | 9.65% | 0.67% | -22.45% | -1.47% | -13.59% | -0.07% | -4.54% |
| Mar | 4.07% | 0.59% | -10.65% | 35.07% | -0.16% | -14.07% | 2.48% |
| Apr | 2.22% | -6.22% | -0.72% | -6.64% | 5.46% | 1.10% | -0.80% |
| May | -5.04% | 5.35% | 19.57% | 22.54% | 11.13% | 5.01% | 9.76% |
| Jun | -8.51% | -6.61% | 5.28% | -4.52% | 6.66% | 15.96% | 1.38% |
| Jul | -3.02% | 9.05% | 7.08% | 12.86% | -5.34% | -10.04% | 1.77% |
| Aug | -3.40% | -23.04% | 6.70% | 3.50% | -6.98% | -17.64% | -6.81% |
| Sep | -4.47% | -19.80% | -6.96% | 1.48% | -6.23% | -9.91% | -7.65% |
| Oct | 4.07% | 9.72% | -12.81% | 5.13% | -10.07% | 15.85% | 1.98% |
| Nov | -17.43% | -22.93% | 14.71% | 2.58% | 3.19% | -3.39%* | -3.88% |
| Dec | 6.26% | -2.82% | 4.99% | -7.73% | -0.71% | -- | -0.00% |
| Total | -21.50% | -52.57% | 9.01% | 84.04% | -18.42% | -16.26% | -2.62% |
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: $11.05
SMA 50: $10.85
SMA 200: $12.28
Current: $11.70
EMA 12: $11.45
EMA 26: $11.14
MACD: 0.3152 | Signal: 0.1183
BULLISH
ADX (14): 25.05
TREND
+DI: 28.77
−DI: 20.70
Momentum Oscillators
RSI (14): 61.47
NEUTRAL
Stoch %K: 76.62
Stoch %D: 79.45
Williams %R: -29.37
Volume & Volatility
BB Upper: $12.21
BB Lower: $9.90
NEUTRAL
OBV: -289,144
Vol SMA 20: 849,447
Vol ROC: -38.37%
ATR: $0.40
True Range: $0.60
HV 20: 33.3%
HV 30: 30.5%
HV 60: 32.2%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-07T00:00:00 – 2026-11-05T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall assessment: NEUTRAL (confidence level: 6/10)
Key drivers:
- Technical indicators suggest a neutral trend, with RSI indicating oversold conditions
- Recent news headlines have been mostly neutral or negative, contributing to the neutral sentiment
Primary risks:
- High beta and moderate volatility may lead to increased price fluctuations
- Options market signals indicate bearish sentiment, suggesting potential for downside movement
Investment thesis: BV presents a moderately volatile stock with mixed technical and fundamental signals. While recent news has been generally neutral, options market indicators suggest a bias towards the downside.
Recent news sentiment impact:
- The negative headlines from February 2026 may have contributed to the current oversold conditions
- The neutral headline from September 2025 suggests that BV's landscaping market trends are not driving significant price movements
Technical Analysis
Trend Direction: Neutral (short-term), Neutral (medium-term), Downtrend (long-term)
Support/Resistance Levels:
- Key price levels:
- Upper Bollinger Band: $11.47
- Middle Bollinger Band: $11.10
- Lower Bollinger Band: $10.74
Momentum Signals:
- RSI interpretation: Oversold (34.58), suggesting potential for an upward correction
- MACD signal: Bearish, indicating a trend reversal
- Bollinger Bands position: Oversold, indicating potential for mean reversion or breakout
- Volume analysis: Moderate volume flow and open interest suggest institutional interest in the options market
News & Sentiment Analysis
Recent Headlines Summary: Mostly negative and neutral headlines have contributed to the current neutral sentiment.
Sentiment Assessment: Neutral (based on recent news headlines)
Catalyst Identification: None immediately apparent, but a potential earnings release or product launch could impact the stock's price movement.
Market Narrative: The mixed technical signals and recent news sentiment suggest that BV is not experiencing significant market-moving events.
Risk & Volatility Assessment
Beta Interpretation: Moderate risk (0.99) relative to the SPY index, indicating a moderate level of volatility.
Volatility Regime: Current volatility is moderate (stock volatility: 0.38), with historical volatility ranging from 25.6% (HV20) to 52.8% (HV60).
Options Market Signals:
- IV Rank: Medium (53.2%)
- Put/Call Volume Ratio: Bearish sentiment (5.29)
- Put/Call OI Ratio: Bearish sentiment (6.87)
Downside Protection: The Lower Bollinger Band ($10.74) provides support, while the options market suggests a potential downside move.
Market Context & Positioning
Sector Performance: BV's sector is experiencing moderate growth, with the consumer discretionary sector performing relatively well.
Institutional Activity: Moderate volume flow and open interest suggest institutional interest in the options market.
Correlation Analysis: BV's correlation with the SPY index is 0.34, indicating a moderate level of correlation.
Relative Valuation: BV's relative valuation is neutral, as its stock price has not deviated significantly from its long-term trend.
Key Levels & Action Items
Critical Price Levels:
- Upper Bollinger Band: $11.47
- Middle Bollinger Band: $11.10
- Lower Bollinger Band: $10.74
Breakout/Breakdown Levels: None immediately apparent, but a potential earnings release or product launch could trigger significant price movements.
Time-Sensitive Catalysts: None immediately apparent, but a potential earnings release or product launch could impact the stock's price movement.
Risk Management: Consider placing stop-loss orders at key support levels (e.g., $10.74) to manage risk.
Please note that this report is based on publicly available data and should not be considered as personalized investment advice. The analysis is intended for general informational purposes only and may not reflect the author's current or future opinions on the stock.
Generated
News
All BV news →
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Showing 1–10 of 50
Page 1 of 5
Earnings History
12 of 13 under expected move
Avg Expected Move
12.89%
Avg Actual Move
3.61%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-11-17 | Pre-Market | 1.74% | 9.89% | 5.68x | Exceeded |
| 2023-08-03 | Pre-Market | 13.60% | 1.39% | 0.10x | Within |
| 2023-11-16 | Pre-Market | 6.86% | 6.73% | 0.98x | Within |
| 2024-01-31 | Pre-Market | 13.59% | 1.33% | 0.10x | Within |
| 2024-05-01 | Pre-Market | 23.38% | 0.18% | 0.01x | Within |
| 2024-07-31 | Pre-Market | 9.31% | 3.08% | 0.33x | Within |
| 2024-11-13 | Pre-Market | 8.30% | 0.71% | 0.09x | Within |
| 2025-02-05 | Pre-Market | 9.47% | 0.00% | 0.00x | Within |
| 2025-05-07 | Pre-Market | 14.62% | 1.25% | 0.09x | Within |
| 2025-07-01 | Pre-Market | 8.86% | 1.20% | 0.14x | Within |
| 2025-11-19 | After-Close | 10.55% | 0.93% | 0.09x | Within |
| 2026-02-03 | Pre-Market | 22.46% | 1.09% | 0.05x | Within |
| 2026-08-04 | After-Close | 24.77% | 19.21% | 0.78x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
BV Options Activity & IV Rank
BV IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 86.7%
7-DTE IV: 132.8%
Expected Move: $2.45
7-DTE Move: $2.90
Days to Exp: 42 (2026-12-18)
Options Flow · Dec 18 expiry
Call Volume: 0
Put Volume: 9
P/C Volume: —
Call OI: 1
Put OI: 9
P/C OI: 9.0
Total OI: 10
ATM Options Pricing
ATM Call: $1.00
ATM Put: $1.45
Call %: 8.6%
Put %: 12.4%
Chain Summary
Chain Volume: 4,112
Chain OI: 10,213
Last Updated: 11/6/2026
Spread Scanner
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score
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.
Calendars: the long leg is valued at the short leg’s expiration (Black-Scholes at its current IV) across the range of prices the short leg’s IV implies, giving the best-case profit (R/R = that over the debit) and P(profit).
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 →
Scanning bull put, bear call, iron condor and calendar spreads…
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 77th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
77%
vs own history
GEX tilt
+1.00
OI-weighted, today
Vanna tilt
-0.22
δ-sensitivity to IV
Charm tilt
+0.18
δ-decay vs time
? What is this?
· 3 ATM contracts, 10k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow 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 sideWhich 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 158.1% / Wing —
30 DTE / 10d
—
—
pts
EXTREME
No data
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
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
Loading the implied volatility surface…
Volatility Smile
Loading the implied volatility smile…
IV Rank (7 DTE)17.6LowNov 6
IV Rank (30 DTE)36.8MediumNov 6
Straddle Price (30 DTE)$2.45Nov 6
Beta Analysis
Risk Metrics
Beta: 0.8709
Alpha: -3.13%
Correlation: 0.3054
R-Squared: 9.3%
Stock Volatility: 38.7%
Market Volatility: 13.6%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Notable investors who own BV
1 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $15.1M | #1300 of 3716 | -20.1% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
BV Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 94,562,250 (as of 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.
| # | Filer | Notional Value | % of Total | Period |
|---|
1 filers$157.29K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $157.29K | 100.00% | 2026-06-30 |
BV Insider Trading (Form 4)
Latest: 2026-10-02Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | Dale A Asplund | President and CEO | Mixed | +143,544 | $10.16 | -$872.9K | EDGAR |
| 2026-10-01 | Francisco Lopez Jr. | Director | Award (A) | +2,587 | $10.00 | $25.9K | EDGAR |
| 2026-10-01 | William L Cornog | Director | Award (A) | +2,287 | $10.00 | $22.9K | EDGAR |
| 2026-10-01 | Jane L Okun Bomba | Director | Award (A) | +2,625 | $10.00 | $26.2K | EDGAR |
| 2026-10-01 | Mara E Swan | Director | Award (A) | +2,625 | $10.00 | $26.2K | EDGAR |
| 2026-08-06 | William L Cornog | Director | Buy (P) | +50,000 | $11.25 | $562.4K | EDGAR |
| 2026-07-01 | Mara E Swan | Director | Award (A) | +1,852 | $14.17 | $26.2K | EDGAR |
| 2026-07-01 | Jane L Okun Bomba | Director | Award (A) | +1,852 | $14.17 | $26.2K | EDGAR |
| 2026-07-01 | William L Cornog | Director | Award (A) | +1,614 | $14.17 | $22.9K | EDGAR |
| 2026-07-01 | Francisco Lopez Jr. | Director | Award (A) | +1,826 | $14.17 | $25.9K | EDGAR |
| 2026-04-06 | Michael Joe Dozier | EVP, Chief Commercial officer | Award (A) | — | — | EDGAR | |
| 2026-04-01 | Mara E Swan | Director | Award (A) | +2,226 | $11.79 | $26.2K | EDGAR |
| 2026-04-01 | Francisco Lopez Jr. | Director | Award (A) | +2,194 | $11.79 | $25.9K | EDGAR |
| 2026-04-01 | Jane L Okun Bomba | Director | Award (A) | +2,332 | $11.79 | $27.5K | EDGAR |
| 2026-04-01 | William L Cornog | Director | Award (A) | +1,961 | $11.79 | $23.1K | 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.
BV Insider Holdings
15 insiders · @ $11.70
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, 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 | 21,533,123 | $251.83M | -$270.19M | 2 | 2025-06-10 |
| 2 | KKR BrightView Aggregator L.P. | 10%+ Owner | 21,533,123 | $251.83M | -$167.04M | 1 | 2025-06-10 |
| 3 | Dale A Asplund | President and CEO | 696,154 | $8.14M | $0 | 9 | 2026-10-02 |
| 4 | James R Abrahamson | Interim CEO | 280,782 | $3.28M | $0 | 24 | 2026-03-04 |
| 5 | Michael Joe Dozier | EVP, Chief Commercial officer | 231,644 | $2.71M | $0 | 22 | 2026-04-06 |
| 6 | Amanda Marie Orders | EVP & CHRO | 151,973 | $1.78M | -$1.03M | 22 | 2025-12-03 |
| 7 | Jonathan Mark Gottsegen | EVP, CLO & Corporate Secretary | 145,591 | $1.70M | -$1.64M | 22 | 2025-12-03 |
| 8 | Jane L Okun Bomba | Director | 138,520 | $1.62M | $0 | 39 | 2026-10-01 |
| 9 | Mara E Swan | Director | 135,601 | $1.59M | $0 | 39 | 2026-10-01 |
| 10 | William L Cornog | Director | 103,287 | $1.21M | $1.11M | 28 | 2026-10-01 |
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.
BV Board & Officers
As of SEC filings through Oct 2, 2026Directors 8
- James R Abrahamson · since Jun 28, 2018
- Paul E Raether · since Jun 28, 2018
- Jane L Okun Bomba · since Apr 15, 2019
- Mara E Swan · since Apr 15, 2019
- Francisco Lopez Jr. · since Oct 4, 2021
- William L Cornog · since May 9, 2022
- Joshua D Goldman · since Aug 28, 2023
- Kurtis T Barker · since Aug 28, 2023
Officers 6
- Dale A Asplund · President and CEO · since Oct 1, 2023
- Brett Nicholas Urban · Chief Financial Officer · since Oct 1, 2022
- Brian Edward Jackson · Chief Accounting Officer · since Jul 12, 2023
- Michael Joe Dozier · EVP, Chief Commercial officer · listed since Nov 2024
- Jonathan Mark Gottsegen · EVP, CLO & Corporate Secretary · listed since Nov 2019
- Amanda Marie Orders · EVP & CHRO · listed since Nov 2020
10% owners 12
- George R Roberts · since Jun 28, 2018
- Henry R Kravis · since Jun 28, 2018
- KKR & Co. Inc. (entity) · since Jun 28, 2018
- KKR Associates North America XI L.P. (entity) · since Jun 28, 2018
- KKR BrightView Aggregator GP LLC (entity) · since Jun 28, 2018
- KKR BrightView Aggregator L.P. (entity) · since Jun 28, 2018
- KKR Group Co. Inc. (entity) · on file since May 2024
- KKR Group Holdings Corp. (entity) · since Jul 1, 2018
- KKR Group Partnership L.P. (entity) · since Jun 28, 2018
- KKR Management LLP (entity) · since Jun 28, 2018
- KKR North America Fund XI L.P. (entity) · since Jun 28, 2018
- KKR North America XI Ltd (entity) · since Jun 28, 2018
Changes in the last 10 years (79)
| Jan 2, 2025 | Richard Roedel reported in an SEC filing no longer being a director |
| Nov 19, 2024 | Michael Joe Dozier listed as EVP, Chief Commercial officer (previously President, Evergreen East) in SEC filings |
| May 28, 2024 | KKR Group Co. Inc. first on file as a 10% owner |
| Oct 3, 2023 | James R Abrahamson no longer listed as Interim CEO in SEC filings |
| Oct 1, 2023 | Dale A Asplund became President and CEO |
| Aug 28, 2023 | Tony W Lee became a director |
| Aug 28, 2023 | Tony W Lee became a 10% owner |
| Aug 28, 2023 | Scott Spielvogel became a director |
| Aug 28, 2023 | Scott Spielvogel became a 10% owner |
| Aug 28, 2023 | One Rock Capital Partners III, LP became a director |
| Aug 28, 2023 | One Rock Capital Partners III, LP became a 10% owner |
| Aug 28, 2023 | One Rock Capital Partners III GP, LP became a director |
| Aug 28, 2023 | One Rock Capital Partners III GP, LP became a 10% owner |
| Aug 28, 2023 | ORCP GP Professionals, LLC became a director |
| Aug 28, 2023 | ORCP GP Professionals, LLC became a 10% owner |
| Aug 28, 2023 | Kurtis T Barker became a director |
| Aug 28, 2023 | Joshua D Goldman became a director |
| Aug 28, 2023 | Birch-OR Equity Holdings, LLC became a director |
| Aug 28, 2023 | Birch-OR Equity Holdings, LLC became a 10% owner |
| Aug 28, 2023 | Birch Equity Holdings, LP became a director |
| Aug 28, 2023 | Birch Equity Holdings, LP became a 10% owner |
| Aug 28, 2023 | Birch Equity Holdings GP, LLC became a director |
| Aug 28, 2023 | Birch Equity Holdings GP, LLC became a 10% owner |
| Jul 12, 2023 | Brian Edward Jackson became Chief Accounting Officer |
| Jun 5, 2023 | James R Abrahamson first listed as Interim CEO in an SEC filing |
| Jun 2, 2023 | The company announced the departure of Louay H Khatib as Chief Accounting Officer in an SEC filing |
| May 4, 2023 | The company announced the departure of Andrew Masterman from the board in an SEC filing |
| May 4, 2023 | The company announced the departure of Andrew Masterman as President & CEO in an SEC filing |
| Dec 14, 2022 | Fred Freund became President - Evergreen West |
| Oct 1, 2022 | Brett Nicholas Urban became Chief Financial Officer |
| May 9, 2022 | William L Cornog became a director |
| May 5, 2022 | The company announced the departure of John A Feenan as EVP & Chief Financial Officer in an SEC filing |
| Jan 21, 2022 | MSD Partners, L.P. reported in an SEC filing no longer being a director |
| Jan 21, 2022 | MSD Partners, L.P. reported in an SEC filing no longer being a 10% owner |
| Oct 4, 2021 | Francisco Lopez Jr. became a director |
| Nov 23, 2020 | Jeffrey R Herold listed as COO Maint.;Pres-Evergreen West (previously COO Maint.; Pres., Seasonal) in SEC filings |
| Nov 23, 2020 | Amanda Marie Orders listed as EVP & CHRO (previously CHRO) in SEC filings |
| Mar 30, 2020 | Jamie C. Gollotto became President, Seasonal |
| Nov 26, 2019 | Jonathan Mark Gottsegen listed as EVP, CLO & Corporate Secretary (previously Title: Executive Vice President, Chief Legal Officer and Corporate Secretary) in SEC filings |
| Nov 26, 2019 | Andrew Masterman listed as President & CEO (previously Chief Executive Officer) in SEC filings |
| Nov 22, 2019 | Amanda Marie Orders became CHRO |
| Oct 21, 2019 | Michael Joe Dozier became President, Evergreen East |
| Oct 21, 2019 | Eugene Edward Marcil IV became President, Evergreen West |
| Apr 15, 2019 | Mara E Swan became a director |
| Apr 15, 2019 | Jane L Okun Bomba became a director |
| Oct 12, 2018 | Shamit Grover became a director |
| Jul 2, 2018 | KKR Group Ltd reported in an SEC filing no longer being a 10% owner |
| Jul 2, 2018 | KKR Group Holdings L.P. reported in an SEC filing no longer being a 10% owner |
| Jul 1, 2018 | KKR Group Holdings Corp. became a 10% owner |
| Jun 28, 2018 | Thomas C Donnelly became President, Landscape Dev. |
| Jun 28, 2018 | Richard Roedel became a director |
| Jun 28, 2018 | Paul E Raether became a director |
| Jun 28, 2018 | Louay H Khatib became Chief Accounting Officer |
| Jun 28, 2018 | KKR North America XI Ltd became a 10% owner |
| Jun 28, 2018 | KKR North America Fund XI L.P. became a 10% owner |
| Jun 28, 2018 | KKR Management LLP became a 10% owner |
| Jun 28, 2018 | KKR Group Partnership L.P. became a 10% owner |
| Jun 28, 2018 | KKR Group Ltd became a 10% owner |
| Jun 28, 2018 | KKR Group Holdings L.P. became a 10% owner |
| Jun 28, 2018 | KKR Fund Holdings GP Ltd became a 10% owner |
| Jun 28, 2018 | KKR BrightView Aggregator L.P. became a 10% owner |
| Jun 28, 2018 | KKR BrightView Aggregator GP LLC became a 10% owner |
| Jun 28, 2018 | KKR Associates North America XI L.P. became a 10% owner |
| Jun 28, 2018 | KKR & Co. Inc. became a 10% owner |
| Jun 28, 2018 | Joshua T. Weisenbeck became a director |
| Jun 28, 2018 | Jonathan Mark Gottsegen became Title: Executive Vice President, Chief Legal Officer and Corporate Secretary |
| Jun 28, 2018 | John A Feenan became EVP & Chief Financial Officer |
| Jun 28, 2018 | Jeffrey R Herold became COO Maint.; Pres., Seasonal |
| Jun 28, 2018 | James R Abrahamson became a director |
| Jun 28, 2018 | Henry R Kravis became a 10% owner |
| Jun 28, 2018 | George R Roberts became a 10% owner |
| Jun 28, 2018 | Daniel J Dohar became Title: Executive Vice President, Chief Human Resources Officer |
| Jun 28, 2018 | Andrew Masterman became a director |
| Jun 28, 2018 | Andrew Masterman became Chief Executive Officer |
| Jun 27, 2018 | MSD Valley Investments, LLC became a director |
| Jun 27, 2018 | MSD Valley Investments, LLC became a 10% owner |
| Jun 27, 2018 | MSD Partners, L.P. became a director |
| Jun 27, 2018 | MSD Partners, L.P. became a 10% owner |
| Jun 27, 2018 | David Caro became a director |
Not reported recently (19)
- Thomas C Donnelly · Last reported as President, Landscape Dev. in an SEC filing dated Nov 30, 2023
- Jamie C. Gollotto · Last reported as President, Seasonal in an SEC filing dated Nov 27, 2023
- Birch-OR Equity Holdings, LLC · Last reported as a director in an SEC filing dated Sep 6, 2023
- Tony W Lee · Last reported as a director in an SEC filing dated Sep 6, 2023
- One Rock Capital Partners III GP, LP · Last reported as a director in an SEC filing dated Sep 6, 2023
- One Rock Capital Partners III, LP · Last reported as a director in an SEC filing dated Sep 6, 2023
- ORCP GP Professionals, LLC · Last reported as a director in an SEC filing dated Sep 6, 2023
- Scott Spielvogel · Last reported as a director in an SEC filing dated Sep 6, 2023
- Birch Equity Holdings GP, LLC · Last reported as a director in an SEC filing dated Sep 6, 2023
- Birch Equity Holdings, LP · Last reported as a director in an SEC filing dated Sep 6, 2023
- Fred Freund · Last reported as President - Evergreen West in an SEC filing dated Jun 5, 2023
- Jeffrey R Herold · Last reported as COO Maint.;Pres-Evergreen West in an SEC filing dated Nov 30, 2022
- Joshua T. Weisenbeck · Last reported as a director in an SEC filing dated Jan 19, 2022
- Shamit Grover · Last reported as a director in an SEC filing dated Jun 17, 2020
- Eugene Edward Marcil IV · Last reported as President, Evergreen West in an SEC filing dated Nov 26, 2019
- Daniel J Dohar · Last reported as Title: Executive Vice President, Chief Human Resources Officer in an SEC filing dated Nov 30, 2018
- David Caro · Last reported as a director in an SEC filing dated Jun 28, 2018
- MSD Valley Investments, LLC · Last reported as a director in an SEC filing dated Jun 28, 2018
- KKR Fund Holdings GP Ltd · Last reported as a 10% owner in an SEC filing dated Jun 28, 2018
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
BV Proposed Insider Sales (Form 144)
Latest: 2025-12-01
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2025-12-01 | Gottsegen Jonathan Mark | Officer | 35,000 | $441.5K | 2025-12-01 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-08-26 | BRETT N URBAN | Officer | 62,619 | $912.1K | 2025-08-26 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-08-25 | Orders Amanda Marie | Officer | 70,000 | $1.03M | 2025-08-25 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2025-08-25 | BRETT N URBAN | Officer | 14,800 | $218.0K | 2025-08-25 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2024-11-19 | Gottsegen Jonathan Mark | Officer | 18,398 | $286.3K | 2024-11-19 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2024-11-15 | Gottsegen Jonathan Mark | Officer | 29,658 | $476.3K | 2024-11-15 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2023-11-20 | Gottsegen Jonathan Mark | Officer | 59,403 | $431.3K | 2023-11-20 | Fidelity Brokerage Services LLC | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-08-04
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-08-04 | 0001193125-26-332820 | EDGAR |
ETF Holders
65 ETFs hold BV
25 shown · $170.39M total exposure · 0.02% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $22.4M | — | 2026-09-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.03% | $21.7M | $75.4B | 2026-11-04 |
| 3 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.08% | $21.3M | — | 2026-11-04 |
| 4 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.06% | $17.9M | — | 2026-11-04 |
| 5 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.01% | $15.6M | — | 2026-09-30 |
| 6 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.02% | $10.2M | — | 2026-09-30 |
| 7 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.02% | $8.1M | — | 2026-11-04 |
| 8 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.05% | $7.9M | $13.9B | 2026-11-04 |
| 9 | VXF Vanguard Extended Market ETF | Vanguard | 0.01% | $7.8M | — | 2026-09-30 |
| 10 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.26% | $6.2M | — | 2026-06-30 |
| 11 | FESM Fidelity Enhanced Small Cap Core ETF | Fidelity | 0.07% | $4.7M | $6.9B | 2026-11-04 |
| 12 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.02% | $4.1M | — | 2026-05-31 |
| 13 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.02% | $4.1M | — | 2026-09-30 |
| 14 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $3.8M | — | 2026-11-04 |
| 15 | FNDA Schwab Fundamental U.S. Small Company ETF | Nport | 0.04% | $3.8M | — | 2026-08-31 |
| 16 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.04% | $2.8M | — | 2026-11-04 |
| 17 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.05% | $1.3M | — | 2026-07-31 |
| 18 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.00% | $1.1M | — | 2026-11-04 |
| 19 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $1.1M | $92.8B | 2026-11-04 |
| 20 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.03% | $1.0M | $3.3B | 2026-11-04 |
| 21 | VIS Vanguard Industrials ETF | Vanguard | 0.01% | $901,380 | — | 2026-09-30 |
| 22 | DFUV Dimensional US Marketwide Value ETF | Dimensional | 0.00% | $665,621 | $15.3B | 2026-11-04 |
| 23 | VTWV Vanguard Russell 2000 Value ETF | Vanguard | 0.05% | $649,900 | — | 2026-09-30 |
| 24 | SVAL iShares US Small Cap Value Factor ETF | iShares (BlackRock) | 0.39% | $639,325 | $158.6M | 2026-11-04 |
| 25 | VFVA Vanguard U.S. Value Factor ETF | Vanguard | 0.06% | $623,164 | — | 2026-11-04 |
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.
Trailing P/E
—
TTM Diluted EPS
$-0.25
TTM Revenue
$2.74B
TTM Net Income
$-22.30M
TTM Op. Cash Flow
$212.70M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-06-30 | $717.60M | $-2.80M | $-0.03 | $46.00M |
| Q2 '26 | 2026-03-31 | $702.90M | $-7.10M | $-0.08 | $46.20M |
| Q1 '26 | 2025-12-31 | $614.70M | $-24.20M | $-0.26 | $36.10M |
| Q4 '25 | 2025-09-30 | $702.80M | $11.80M | $0.12 | $84.40M |
| Q3 '25 | 2025-06-30 | $708.30M | $23.40M | $0.15 | $55.70M |
| Q2 '25 | 2025-03-31 | $662.60M | $-2.40M | $-0.03 | $91.20M |
| Q1 '25 | 2024-12-31 | $599.20M | $-19.40M | $-0.20 | $60.50M |
| Q4 '24 | 2024-09-30 | $728.70M | $10.50M | $0.11 | $53.50M |
| Q3 '24 | 2024-06-30 | $738.80M | $9.30M | $0.10 | $42.60M |
| Q2 '24 | 2024-03-31 | $672.90M | $15.80M | $0.17 | $83.30M |
| Q1 '24 | 2023-12-31 | $626.70M | $-25.30M | $-0.27 | $26.20M |
| Q4 '23 | 2023-09-30 | $743.70M | $13.20M | $0.14 | $40.60M |
Q3 2026 • period ending 2026-06-30 • filed 2026-08-04
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
—
P/B
0.90
P/S
0.40
EV/EBITDA
6.60
EV/Sales
0.72
ROE
-1.8%
ROA
-0.7%
Div Yield
3.23%
FCF Yield
19.22%
Debt/Equity
0.71
Current Ratio
—
Market Cap
$1.11B
as of 2026-11-06
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
4.16M
SI % of Float
6.15%
Days to Cover
4.00
Short Vol Ratio
31.6%
Free Float
67.61M
Float %
72.5%
Short interest 2026-10-15 • Short volume 2026-11-05 • Float 2026-08-07