The Vita Coco Company, Inc. Common Stock(COCO)
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.
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
$80.00
- 52-Week Range
- $31.79 – $82.33
- YTD
- +49.64%
- IV Rank (30D)
- 64.4
- Straddle Price
- $11.15
- P/C Vol Ratio
- 0.13
- Market Cap
- $4.6B
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 ≥ 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 SPY | 1.00 |
| Cost of Equity (CAPM) | 10.03% (VRP-adj) |
| WACC | 9.59% |
| Volatility Risk Premium | +66.5pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.8% |
| Rev. Growth (YoY, DCF input) | +6.5% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.07 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.1B |
| Return on Equity (TTM) | 23.5% |
| Book / Price | 7.5% |
| Gross Margin (TTM) | 37.4% |
| FCF Margin (TTM) | 9.8% |
| Debt / Equity | 0.00 |
| Quality Score | 2/6 — normal (10y DCF) |
| SMA 50 | $64.50 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $76.43 |
| Bollinger Width / SMA20 | 12.9% (drives anchor stability) |
| Net Debt | $-0.2B |
| Market Cap | $5B |
Peers used for multiples: EPC, FLO, FRPT, IPAR, JJSF, LW, PSMT, SMPL
Blended Fair Value
$40.16
Current Price
$80.90
Deviation
-50.0%
Forward-Return Rank
SHORT
gated
?
| Horizon | Expected α | z Pred | Blended z | Rank % | Active? |
|---|---|---|---|---|---|
| 21d | -7.1% | -1.31 | -1.28 | 2.5% | — |
| 42d | -13.0% | -2.02 | -1.28 | 2.5% | — |
| 63d | -18.7% | -2.55 | -1.28 | 2.5% | — |
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.
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $23.02 | 25% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $31.30 | 11% | median 21.4× · 6 peers |
| Peer EV/EBITDA | $19.64 | 11% | median 9.3× · 8 peers |
| Peer P/B | $10.74 | 2% | median 1.8× · 8 peers |
| Peer P/S | $11.05 | 7% | median 0.9× · 8 peers |
| Market Anchor (SMA50) | $64.50 | 43% | stability 86% (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)
- BEVERAGES (2080)
- Exchange
- XNAS
- Market Cap
- $4.6B
The Vita Coco Co Inc is a plant-based functional hydration platform. Its products include Vita Coco Coconut Water, Private Label including coconut water and oil, and Other including Runa, Ever & Ever, and PWR LIFT product offerings, Vita Coco product extensions beyond coconut water, such as Vita Coco Sparkling, coconut milk products, and others. The company has two segments: The Americas segment which comprises of operations in the U.S. and Canada; and The International segment that comprises of operations in Europe, the Middle East, Africa and the Asia Pacific regions. The Americas segment de…
Price History
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | -5.97% | 5 |
| Feb | +10.11% | 5 |
| Mar | -7.78% | 5 |
| Apr | +15.42% | 5 |
| May | +15.68% | 5 |
| Jun | -1.99% | 5 |
| Jul | -1.90% | 4 |
| Aug | +5.48% | 4 |
| Sep | +2.55% | 4 |
| Oct | +0.02% | 5 |
| Nov | +12.81% | 5 |
| Dec | +2.04% | 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: $76.66
SMA 50: $65.15
SMA 200: $52.87
Current: $80.90
EMA 12: $76.58
EMA 26: $73.62
MACD: 2.9535 | Signal: -0.3367
BULLISH
ADX (14): 40.98
STRONG TREND
+DI: 31.19
−DI: 10.66
Momentum Oscillators
RSI (14): 70.20
OVERBOUGHT
Stoch %K: 83.67
Stoch %D: 63.29
Williams %R: -14.24
Volume & Volatility
BB Upper: $80.89
BB Lower: $72.43
OVERBOUGHT
OBV: 42,466,461
Vol SMA 20: 951,104
Vol ROC: 25.31%
ATR: $3.26
True Range: $5.33
HV 20: 37.3%
HV 30: 34.3%
HV 60: 68.4%
Data Summary
Data Points: 500
Last Updated: 2026-06-13T13:41:20.576000
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
6 of 8 under expected move
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-07-31 | Pre-Market | 13.80% | 1.32% | 0.10x | Within |
| 2024-10-30 | Pre-Market | 11.77% | 0.75% | 0.06x | Within |
| 2025-02-26 | Pre-Market | 14.09% | 9.85% | 0.70x | Within |
| 2025-04-30 | Pre-Market | 12.56% | 4.82% | 0.38x | Within |
| 2025-07-30 | Pre-Market | 12.21% | 1.84% | 0.15x | Within |
| 2025-10-29 | Pre-Market | 14.15% | 7.20% | 0.51x | Within |
| 2026-02-18 | Pre-Market | 12.12% | 12.50% | 1.03x | Exceeded |
| 2026-04-29 | Pre-Market | 14.82% | 29.67% | 2.00x | Exceeded |
Options Activity
- IV Rank (30D)
- 64.4
- IV Rank (7D)
- 100
- Avg IV
- 112.2%
- Straddle (30D)
- $11.15
- Straddle (7D)
- $4.62
- P/C Volume
- 0.13
Spread Scanner GPU
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)
- 0.59
- Correlation (SPY)
- 13.9%
- R²
- 0.02
- Ann. Volatility
- 52.5%
- SPY Volatility
- 12.3%
Low volatility - stock moves less than market
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
? 13F Guide
Diluted shares outstanding: 59,990,241 (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.
11 filers$35.50M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $12.05M | 33.96% | 2026-03-31 |
| 2 | JANE STREET GROUP, LLC Custodian | $11.32M | 31.88% | 2026-03-31 |
| 3 | Woodson Capital Management, LP | $4.79M | 13.50% | 2026-03-31 |
| 4 | CITADEL ADVISORS LLC Custodian | $3.23M | 9.10% | 2026-03-31 |
| 5 | IMC-Chicago, LLC Custodian | $1.33M | 3.74% | 2026-03-31 |
| 6 | WOLVERINE TRADING, LLC Custodian | $993.42K | 2.80% | 2025-09-30 |
| 7 | JPMORGAN CHASE & CO Custodian | $697.80K | 1.97% | 2026-03-31 |
| 8 | GROUP ONE TRADING LLC Custodian | $637.20K | 1.80% | 2026-03-31 |
| 9 | Walleye Trading LLC | $229.97K | 0.65% | 2026-03-31 |
| 10 | SIMPLEX TRADING, LLC Custodian | $201.22K | 0.57% | 2026-03-31 |
| 11 | Walleye Capital LLC | $19.16K | 0.05% | 2026-03-31 |
9 filers$29.11M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | BALYASNY ASSET MANAGEMENT L.P. | $25.01M | 85.90% | 2026-03-31 |
| 2 | CITADEL ADVISORS LLC Custodian | $1.10M | 3.78% | 2026-03-31 |
| 3 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $1.05M | 3.62% | 2026-03-31 |
| 4 | JANE STREET GROUP, LLC Custodian | $527.01K | 1.81% | 2026-03-31 |
| 5 | Walleye Capital LLC | $392.86K | 1.35% | 2026-03-31 |
| 6 | JPMORGAN CHASE & CO Custodian | $362.86K | 1.25% | 2026-03-31 |
| 7 | IMC-Chicago, LLC Custodian | $297.04K | 1.02% | 2026-03-31 |
| 8 | Walleye Trading LLC | $191.64K | 0.66% | 2026-03-31 |
| 9 | GROUP ONE TRADING LLC Custodian | $177.27K | 0.61% | 2026-03-31 |
Insider Activity
Latest: 2026-06-12
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 |
|---|---|---|---|---|---|---|---|
| 2026-06-12 | Ira Liran | Director | Sell (S) | −191,926 | $79.14 | -$15.19M | EDGAR |
| 2026-06-12 | Jonathan Burth | Chief Operating Officer | Mixed | — | $45.09 | -$2.09M | EDGAR |
| 2026-06-05 | Eric Melloul | Director | Award (A) | +1,530 | $75.18 | $115.0K | EDGAR |
| 2026-06-05 | John Zupo | Director | Award (A) | +1,530 | $75.18 | $115.0K | EDGAR |
| 2026-06-05 | Jane Cecil Morreau | Director | Award (A) | +1,530 | $75.18 | $115.0K | EDGAR |
| 2026-06-05 | Aishetu Fatima Dozie | Director | Award (A) | +1,530 | $75.18 | $115.0K | EDGAR |
| 2026-06-05 | Ira Liran | Director | Award (A) | +1,530 | $75.18 | $115.0K | EDGAR |
| 2026-06-05 | Kenneth Sadowsky | Director | Award (A) | +1,530 | $75.18 | $115.0K | EDGAR |
| 2026-06-05 | Shelley G Broader | Director | Award (A) | +1,530 | $75.18 | $115.0K | EDGAR |
| 2026-06-02 | Charles van Es | Chief Commercial Officer | Sell (S) | −8,045 | $75.05 | -$603.8K | EDGAR |
| 2026-05-21 | Kenneth Sadowsky | Director | Sell (S) | −3,900 | $77.47 | -$302.2K | EDGAR |
| 2026-05-13 | Jonathan Burth | Chief Operating Officer | Mixed | — | $42.59 | -$1.94M | EDGAR |
| 2026-05-11 | Charles van Es | Chief Commercial Officer | Sell (S) | −8,561 | $70.00 | -$599.3K | EDGAR |
| 2026-05-11 | Jonathan Burth | Chief Operating Officer | Mixed | — | $40.09 | -$1.20M | EDGAR |
| 2026-05-04 | Charles van Es | Chief Commercial Officer | Sell (S) | −2,000 | $66.87 | -$133.7K | 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
44 insiders · @ $80.90
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 | Eric Melloul | Director | 7,101,977 | $574.55M | -$414.02M | 10 | 2026-06-05 |
| 2 | Beverages SA Verlinvest | 10%+ Owner | 4,097,161 | $331.46M | -$559.13M | 10 | 2025-09-19 |
| 3 | RW VC S.a.r.l. | 10%+ Owner | 3,576,894 | $289.37M | -$86.40M | 1 | 2021-10-25 |
| 4 | Michael Kirban | Executive Chairman | 1,622,848 | $131.29M | -$20.72M | 27 | 2026-05-01 |
| 5 | DAVID G MOORE | Director | 1,219,351 | $98.65M | -$1.21M | 13 | 2007-11-13 |
| 6 | Ira Liran | Director | 860,524 | $69.62M | -$43.30M | 33 | 2026-06-12 |
| 7 | JACK MASSIMINO | Chairman & CEO | 755,324 | $61.11M | $351.0K | 27 | 2014-09-11 |
| 8 | Kenneth Sadowsky | Director | 584,196 | $47.26M | -$2.58M | 24 | 2026-06-05 |
| 9 | Martin Roper | Chief Executive Officer | 539,615 | $43.65M | -$43.72M | 44 | 2026-04-28 |
| 10 | PAUL R ST PIERRE | Director | 344,089 | $27.84M | -$3.54M | 22 | 2013-11-13 |
| 11 | PETER WALLER | CEO | 191,948 | $15.53M | $0 | 16 | 2010-11-19 |
| 12 | TERRY O HARTSHORN | Director | 176,644 | $14.29M | $64.9K | 11 | 2013-11-13 |
| 13 | KENNETH S ORD | EVP & CAO | 171,248 | $13.85M | $0 | 20 | 2014-09-08 |
| 14 | BETH WILSON | EVP | 137,561 | $11.13M | -$390.0K | 28 | 2014-09-08 |
| 15 | John M Dionisio | Director | 131,233 | $10.62M | $100.2K | 8 | 2013-11-13 |
| 16 | STAN A MORTENSEN | EVP & General Counsel | 128,999 | $10.44M | -$296.6K | 28 | 2014-09-08 |
| 17 | Jane Prior | Chief Marketing Officer | 126,581 | $10.24M | -$9.89M | 30 | 2026-03-12 |
| 18 | Timothy Sullivan | Director | 119,108 | $9.64M | $56.6K | 9 | 2013-11-13 |
| 19 | David A Poldoian | EVP, DP - CCI online | 117,379 | $9.50M | $0 | 8 | 2012-11-19 |
| 20 | ROBERT LEE | Director | 116,733 | $9.44M | $37.7K | 9 | 2013-11-13 |
| 21 | MARK L PELESH | EVP, Leg. & Reg. Affairs | 116,169 | $9.40M | -$16.8K | 24 | 2012-11-19 |
| 22 | Hank Adler | Director | 115,733 | $9.36M | $21.8K | 8 | 2013-11-13 |
| 23 | LINDA AREY SKLADANY | Director | 113,633 | $9.19M | $15.0K | 8 | 2013-11-13 |
| 24 | ALICE KANE | Director | 110,733 | $8.96M | $0 | 7 | 2013-11-13 |
| 25 | William Buchanan | EVP, Marketing & Admissions | 108,100 | $8.75M | -$2.55M | 34 | 2014-09-08 |
| 26 | Sharon Robinson | Director | 107,733 | $8.72M | $0 | 4 | 2013-11-13 |
| 27 | Robert C Owen | EVP & CFO | 106,533 | $8.62M | -$85.2K | 29 | 2014-09-08 |
| 28 | Robert Bosic | EVP & COO | 85,428 | $6.91M | $0 | 17 | 2014-09-08 |
| 29 | Jonathan Burth | Chief Operating Officer | 81,485 | $6.59M | -$26.55M | 49 | 2026-06-12 |
| 30 | Marc Morial | Director | 62,861 | $5.09M | $0 | 2 | 2013-11-13 |
| 31 | Charles van Es | Chief Commercial Officer | 59,085 | $4.78M | -$8.26M | 33 | 2026-06-02 |
| 32 | JOHN D LEAHY | Director | 44,479 | $3.60M | -$1.53M | 7 | 2026-03-03 |
| 33 | STEPHEN W QUATTROCIOCCHI | President, Online | 38,290 | $3.10M | $0 | 1 | 2011-11-21 |
| 34 | Anthony Guida | EVP, External Affairs | 28,512 | $2.31M | $0 | 1 | 2014-02-24 |
| 35 | COREY BAKER | Chief Financial Officer | 25,951 | $2.10M | -$1.37M | 19 | 2026-03-23 |
| 36 | Matthew A Ouimet | President & COO | 23,988 | $1.94M | $0 | 4 | 2010-08-25 |
| 37 | Rowena Ricalde | Chief Accounting Officer | 22,946 | $1.86M | -$61.2K | 6 | 2024-03-15 |
| 38 | LEON E PANETTA | Director | 22,322 | $1.81M | $0 | 2 | 2013-06-27 |
| 39 | Jane Cecil Morreau | Director | 18,709 | $1.51M | -$808.6K | 8 | 2026-06-05 |
| 40 | Aishetu Fatima Dozie | Director | 16,376 | $1.32M | $0 | 6 | 2026-06-05 |
| 41 | John Zupo | Director | 13,692 | $1.11M | -$854.0K | 10 | 2026-06-05 |
| 42 | Kevin Benmoussa | Global Chief Financial Officer | 10,150 | $821.1K | -$2.39M | 6 | 2022-08-24 |
| 43 | Axelle Henry | Director | 2,333 | $188.7K | -$48.60M | 2 | 2022-06-02 |
| 44 | Shelley G Broader | Director | 2,050 | $165.8K | $0 | 2 | 2026-06-05 |
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/E Ratio | 58.4 |
| P/B Ratio | 12.8 |
| P/S Ratio | 6.8 |
| EV/EBITDA | 43.7 |
| TTM Revenue | $0.7B |
| TTM Net Income | $0.1B |
| TTM EPS | $1.37 |
| ROE | 23.5% |