Baozun Inc. American Depositary Shares(BZUN)

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

BZUN iron condor setups BZUN expected move BZUN IV rank history BZUN Fibonacci levels BZUN 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.

BZUN $2.95 —
Snapshot
$2.95
52-Week Range
$2.07 – $4.27
YTD
+4.98%
IV Rank (30D)
77.62
Straddle Price
$0.88
P/C Vol Ratio
0.06
Market Cap
$0.2B
Fair Value
MODEL: SHORT

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 SPY1.02
Cost of Equity (CAPM)10.58% (VRP-adj)
WACC10.57%
Volatility Risk Premium+100.3pp (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$2.81 (Market Anchor value)
SMA 20 / Bollinger Mid$2.84
Bollinger Width / SMA20511.6% (drives anchor stability)
Net Debt$0.0B
Peers used for multiples: BABA, HDB, NVS, SAP, TM, TSM (filtered from 8 ETF-co-members; sector bias active)
Model Conviction
24%
20-Day Fair Value
≈ by Oct 26, 2026
$2.92
α -0.7% rank 44%
40-Day Fair Value
≈ by Nov 24, 2026
$2.90
α -1.6% rank 44%
60-Day Fair Value
≈ by Dec 23, 2026
$2.86
α -2.8% rank 44%
MethodImplied PriceWeightDetail
DCF n/a 0%
DDM (Gordon) n/a 0%
Peer P/E n/a 0%
Peer EV/EBITDA n/a 0%
Peer P/B n/a 0%
Peer P/S n/a 0%
Market Anchor (SMA50) $2.81 100% stability 62% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-09-25 · updated
Info
Exchange
XNAS
Market Cap
$0.2B

Baozun Inc is engaged to provide its customers with end-to-end e-commerce solutions including the sales of apparel, home and electronic products, online store design and setup, visual merchandising and marketing, online store operations, customer services, warehousing and order fulfillment, as well as the holistic brand management, including tactic positioning, branding and marketing, retail and e-commerce operations, supply chain and logistics, and technology empowerment. It has two operating segments: E-Commerce (encompassing BEC and BZI) and Brand Management (representing BBM). The company …

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 +3.07% 6
Feb -5.44% 6
Mar -2.40% 6
Apr -3.15% 6
May +2.80% 6
Jun +0.85% 6
Jul -4.63% 6
Aug -2.52% 6
Sep -3.13% 6
Oct -12.15% 5
Nov -11.14% 5
Dec +1.37% 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: $2.84
SMA 50: $2.82
SMA 200: $2.71
Current: $2.95
EMA 12: $2.89
EMA 26: $2.85
MACD: 0.0330 | Signal: 0.0217
BULLISH
ADX (14): 23.08
WEAK TREND
+DI: 32.17
−DI: 11.46

Momentum Oscillators

RSI (14): 57.92
NEUTRAL
Stoch %K: 63.87
Stoch %D: 77.57
Williams %R: -50.00

Volume & Volatility

BB Upper: $3.03
BB Lower: $2.64
NEUTRAL
OBV: 9,021,358
Vol SMA 20: 191,025
Vol ROC: 125.46%
ATR: $0.12
True Range: $0.08
HV 20: 36.7%
HV 30: 38.7%
HV 60: 47.9%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-09-26T00:00:00 – 2026-09-24T00:00:00
AI Analysis

LLM Stock Analysis Report

System Prompt: You are a professional financial analyst providing comprehensive stock analysis reports.

Analysis Framework:

Executive Summary

Overall Assessment: NEUTRAL (Confidence Level: 6/10)

Key Drivers and Primary Risks:

  • Baozun's (BZUN) recent earnings calls have been neutral, with no significant news or catalysts driving the stock price.
  • The options market is pricing in a $0.60 move by expiration, indicating some uncertainty around the stock's future direction.

Recent News Sentiment Impact: Recent headlines have been mostly neutral, with no major positive or negative developments impacting the stock price.

Technical Analysis

Trend Direction:

  • Short-term: NEUTRAL (price trading within recent range)
  • Medium-term: BEARISH (SMA 20 and SMA 50 are trending downward)
  • Long-term: NEUTRAL (longer-term trend unclear)

Support/Resistance Levels:

  • Upper Bollinger Band: $3.18
  • Middle Bollinger Band: $2.75
  • Lower Bollinger Band: $2.33

Momentum Signals:

  • RSI interpretation: NEUTRAL (56.73) - not oversold or overbought
  • MACD signal: BULLISH (0.07 / Signal: 0.02 / Histogram: 0.05)
  • Bollinger Bands position: NEUTRAL (price within the bands)

Volume Analysis:

  • Volume SMA 20: 236039.85 (low volume)
  • On-Balance Volume (OBV): 11575255.50 (neutral)
  • Volume Rate of Change: -48.93% (indicating low volume and potential consolidation)

News & Sentiment Analysis

Recent Headlines Summary: Neutral headlines dominate, with no major news driving the stock price.

Sentiment Assessment: NEUTRAL (average sentiment from recent headlines)

Catalyst Identification: No imminent catalysts or events expected to impact the stock price in the near term.

Market Narrative: The market is currently driven by macroeconomic factors, with BZUN's stock performance influenced by broader trends rather than specific company news.

Risk & Volatility Assessment

Beta Interpretation: HIGH RISK (beta = 1.22) - the stock is more volatile than the overall market.

Volatility Regime: HIGH VOLATILITY - the stock has been experiencing increased volatility recently.

Options Market Signals:

  • IV Rank: LOW (10.0%) - indicating historically low volatility
  • Current IV: 81.1% - still relatively high

Downside Protection: Support levels are present at $2.33 and $2.75, with a risk management consideration of setting stop-loss levels around these areas.

Market Context & Positioning

Sector Performance: Baozun is underperforming the broader e-commerce sector.

Institutional Activity: Low institutional interest in the stock, indicated by low volume and OBV signals.

Correlation Analysis: The stock has a moderate correlation with the market (R-squared = 0.27).

Relative Valuation: BZUN is trading within its recent range, neither significantly overvalued nor undervalued.

Key Levels & Action Items

Critical Price Levels:

  • Support: $2.33 and $2.75
  • Resistance: $3.18 (upper Bollinger Band)

Breakout/Breakdown Levels: None identified at this time.

Time-Sensitive Catalysts: No imminent earnings dates or product launches expected to impact the stock price in the near term.

Risk Management: Consider setting stop-loss levels around support areas ($2.33 and $2.75) to manage potential downside risk.

This comprehensive analysis provides an in-depth look at Baozun's (BZUN) technical, fundamental, and sentiment indicators. The neutral overall assessment reflects the stock's recent trading range, with no significant news or catalysts driving the price. Risk management considerations include setting stop-loss levels around support areas to manage potential downside risk.

Generated
News
Options Activity
IV Rank (30D)
77.62
IV Rank (7D)
77.62
Avg IV
190.7%
Straddle (30D)
$0.88
Straddle (7D)
$0.88
P/C Volume
0.06
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)
1.29
Correlation (SPY)
32.5%
R²
0.11
Ann. Volatility
51.5%
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.

69 filers12,718,440 shares$29.53M value
# Filer Shares Value % of Total % of Float Period
1 SCHRODER INVESTMENT MANAGEMENT GROUP 2,414,558 $6.88M 23.30% — 2026-06-30
2 TWO SIGMA INVESTMENTS, LP Custodian 1,114,919 $3.16M 10.68% — 2026-06-30
3 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 890,508 $2.52M 8.53% — 2026-06-30
4 MARSHALL WACE, LLP Custodian 780,391 $2.21M 7.48% — 2026-06-30
5 DIMENSIONAL FUND ADVISORS LP Custodian 568,534 $1.61M 5.45% — 2026-06-30
6 MORGAN STANLEY Custodian 526,315 $1.49M 5.04% — 2026-06-30
7 CITADEL ADVISORS LLC Custodian 499,047 $1.41M 4.78% — 2026-06-30
8 First Beijing Investment Ltd 432,828 $1.22M 4.15% — 2026-06-30
9 AIA Group Ltd 399,018 $1.13M 3.82% — 2026-06-30
10 D. E. Shaw & Co., Inc. Custodian 313,347 $886.77K 3.00% — 2026-06-30
11 AMERICAN CENTURY COMPANIES INC 256,300 $725.33K 2.46% — 2026-06-30
12 JPMORGAN CHASE & CO Custodian 194,536 $554.43K 1.88% — 2026-06-30
13 RENAISSANCE TECHNOLOGIES LLC 193,516 $547.65K 1.85% — 2026-06-30
14 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian 181,190 $512.77K 1.74% — 2026-06-30
15 JANE STREET GROUP, LLC Custodian 161,850 $458.04K 1.55% — 2026-06-30
16 MILLENNIUM MANAGEMENT LLC Custodian 159,664 $451.85K 1.53% — 2026-06-30
17 GOLDMAN SACHS GROUP INC Custodian 154,544 $437.36K 1.48% — 2026-06-30
18 Qube Research & Technologies Ltd 130,688 $369.85K 1.25% — 2026-06-30
19 Marex Group Ltd 119,224 $337.40K 1.14% — 2026-06-30
20 XTX Topco Ltd 104,400 $295.45K 1.00% — 2026-06-30
21 UBS Group AG Custodian 102,511 $290.11K 0.98% — 2026-06-30
22 COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 92,523 $261.84K 0.89% — 2026-06-30
23 Cubist Systematic Strategies, LLC 59,838 $242.34K 0.82% — 2025-09-30
24 Centiva Capital, LP 85,084 $240.79K 0.82% — 2026-06-30
25 GROUP ONE TRADING LLC Custodian 46,466 $131.50K 0.45% — 2026-06-30
5 filers$825.71K notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $417.71K 50.59% 2026-06-30
2 SIMPLEX TRADING, LLC Custodian $229.51K 27.80% 2026-06-30
3 IMC-Chicago, LLC Custodian $65.94K 7.99% 2026-06-30
4 WOLVERINE TRADING, LLC Custodian $65.85K 7.98% 2025-09-30
5 GROUP ONE TRADING LLC Custodian $46.70K 5.66% 2026-06-30
6 filers$3.70M notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $1.56M 42.30% 2026-06-30
2 CITADEL ADVISORS LLC Custodian $708.91K 19.17% 2026-06-30
3 SIMPLEX TRADING, LLC Custodian $699.01K 18.90% 2026-06-30
4 GROUP ONE TRADING LLC Custodian $496.95K 13.44% 2026-06-30
5 JANE STREET GROUP, LLC Custodian $145.18K 3.93% 2026-06-30
6 IMC-Chicago, LLC Custodian $83.48K 2.26% 2026-06-30
Insider Activity
Latest: 2026-09-22
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
2026-09-22 Wenbin Qiu Chief Executive Officer Buy (P) +13,900 $2.87 $39.8K EDGAR
2026-09-18 Wenbin Qiu Chief Executive Officer Buy (P) +14,400 $2.79 $40.2K EDGAR
2026-09-17 Junhua Wu Chief Strategy Officer Buy (P) +13,900 $2.73 $37.9K EDGAR
2026-09-16 Wenbin Qiu Chief Executive Officer Buy (P) +14,600 $2.73 $39.9K EDGAR
2026-09-04 Junhua Wu Chief Strategy Officer Buy (P) +13,500 $2.85 $38.5K EDGAR
2026-09-01 Wenbin Qiu Chief Executive Officer Grant (A) +174,000 RSU — EDGAR
2026-09-01 Bin Helen Yu Director Exer (M) +5,603 — EDGAR
2026-07-02 Changqing Ye Director Exer (M) +17,269 — EDGAR
2026-06-26 Junhua Wu Chief Strategy Officer Buy (P) +29,000 $2.85 $82.7K EDGAR
2026-06-24 Wenbin Qiu Chief Executive Officer Buy (P) +10,000 $2.81 $28.1K EDGAR
2026-06-22 Junhua Wu Chief Strategy Officer Buy (P) +18,500 $2.84 $52.5K EDGAR
2026-06-22 Wenbin Qiu Chief Executive Officer Buy (P) +20,000 $2.80 $56.0K EDGAR
2026-06-17 Wenbin Qiu Chief Executive Officer Buy (P) +20,000 $2.75 $55.1K EDGAR
2026-06-15 Junhua Wu Chief Strategy Officer Buy (P) +18,000 $2.69 $48.4K EDGAR
2026-06-15 Wenbin Qiu Chief Executive Officer Buy (P) +20,000 $2.69 $53.9K 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
4 insiders · @ $2.95
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 Wenbin Qiu Chief Executive Officer 1,659,872 $4.90M $940.8K 19 2026-09-22
2 Junhua Wu Chief Strategy Officer 281,170 $829.5K $616.0K 12 2026-09-17
3 Changqing Ye Director 17,269 $50.9K $0 2 2026-07-02
4 Bin Helen Yu Director 17,269 $50.9K $0 1 2026-09-01
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.
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.