CRS Carpenter Technology Corp

XNYS 368.16 Delayed
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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.

CRS $368.16 —
Key stats
$368.16
52-Week Range
$241.39 – $625.99
YTD
+8.81%
IV Rank (30D)
64.24
Straddle Price
$48.95
P/C Vol Ratio
1.70
Market Cap
$18.5B
Open
$375.04
Day Range
$363.10 – $378.30
Volume
716,032
Prev Close
$372.53
Fair Value
MODEL: LONG

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)5.09%
Beta vs SPY1.24
Cost of Equity (CAPM)11.89% (VRP-adj)
WACC11.72%
Volatility Risk Premium+36.3pp (IV − HV30), ERP adj +50bps
Effective Tax Rate19.3%
Rev. Growth (YoY, DCF input)+16.0%
DCF Horizon12 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.4B
Return on Equity (TTM)23.8%
Book / Price11.9%
Gross Margin (TTM)30.6%
FCF Margin (TTM)11.6%
Debt / Equity0.31
Quality Score4/6 — high quality (12y DCF)
Market-Implied Growth+28.7% (reverse-DCF on current price)
SMA 50$437.64 (Market Anchor value)
SMA 20 / Bollinger Mid$386.44
Bollinger Width / SMA202.0% (drives anchor stability)
Net Debt$0.3B
Market Cap$19B
Peers used for multiples: ATI, CF, FCX, HWM, LIN, NEM, NUE, STLD
60-Day Conviction
78%
20-Day Fair Value
≈ by Nov 19, 2026
$376.79
α +2.3% rank 45%
conviction
94%
40-Day Fair Value
≈ by Dec 18, 2026
$377.01
α +2.4% rank 32%
conviction
72%
60-Day Fair Value
≈ by Jan 18, 2027
$377.95
α +2.7% rank 38%
conviction
78%
MethodImplied PriceWeightDetail
DCF $172.29 19%
DDM (Gordon) n/a 0%
Peer P/E $311.27 9% median 26.9× · 8 peers
Peer EV/EBITDA $245.36 9% median 13.6× · 8 peers
Peer P/B $192.48 2% median 4.4× · 8 peers
Peer P/S $296.61 6% median 4.3× · 8 peers
Market Anchor (SMA50) $437.64 38% stability 100% (BB-width)
Options Expected (B-L 30d) $371.79 19% 30 strikes · skew +0.02
As of 2026-10-21 · updated
About
Industry (SIC)
STEEL WORKS, BLAST FURNACES & ROLLING MILLS (COKE OVENS) (3312) · industry map
Exchange
XNYS
Market Cap
$18.5B
Employees
4,500
List Date
1968-11-06
CIK
0000017843
Next Earnings
2026-10-22 (Pre-Market)
EPS Forecast
$2.97 (3 est.)
Headquarters
Philadelphia, PA
Homepage
https://www.carpentertechnology.com

Carpenter Technology Corp supplies specialty metals to a variety of end markets, including aerospace and defense, industrial machinery and consumer durables, medical, and energy, among others. The company's reportable segments include; Specialty Alloys Operations and Performance Engineered Products. It generates maximum revenue from the Specialty Alloys Operations segment. The SAO segment is comprised of the company's alloy and stainless steel manufacturing operations. This includes operations performed at mills predominantly in Reading and Latrobe, Pennsylvania, and surrounding areas as well …

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
'21'22'23'24'25'26Avg
Jan11.21%-5.06%34.59%-11.20%10.01%-6.06%5.58%
Feb30.11%28.48%-2.99%6.40%8.33%27.86%16.36%
Mar-6.86%15.08%-11.33%8.33%-12.27%-3.51%-1.76%
Apr-8.42%-11.93%18.09%18.99%7.07%5.91%4.95%
May20.25%-6.80%-11.61%12.75%16.15%9.21%6.66%
Jun-13.65%-19.38%21.49%0.16%15.19%26.68%5.08%
Jul-5.48%17.30%6.34%36.37%-8.23%-14.73%5.26%
Aug-12.21%2.91%3.88%0.58%-6.56%-12.34%-3.96%
Sep-2.56%-5.03%4.48%19.03%2.39%-17.81%0.08%
Oct-9.84%12.45%-5.80%-5.37%25.62%-4.05%*2.17%
Nov-14.21%7.91%9.78%24.90%2.51%--6.18%
Dec5.53%-10.51%-3.05%-12.87%-0.54%---4.29%
Total-15.42%15.64%69.88%131.24%68.42%0.10%44.98%
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: $385.10
SMA 50: $434.25
SMA 200: $444.95
Current: $368.16
EMA 12: $380.34
EMA 26: $397.06
MACD: -16.7209 | Signal: 2.1435
BEARISH
ADX (14): 60.21
STRONG TREND
+DI: 6.53
−DI: 27.69

Momentum Oscillators

RSI (14): 25.88
OVERSOLD
Stoch %K: 31.50
Stoch %D: 39.40
Williams %R: -81.98

Volume & Volatility

BB Upper: $401.51
BB Lower: $368.68
OVERSOLD
OBV: 38,593,224
Vol SMA 20: 694,459
Vol ROC: 28.81%
ATR: $13.75
True Range: $15.20
HV 20: 20.3%
HV 30: 22.7%
HV 60: 34.8%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis

LLM Stock Analysis Report - CRS

Executive Summary

Assessment: NEUTRAL (Confidence Level: 6/10)

Key Drivers: Positive news sentiment, technical trend signals mixed indicators.

Primary Risks: High volatility, beta above market average, conflicting news and technical signals.

Investment Thesis: CRS is experiencing a mix of bullish and bearish signals. The stock's high volatility and beta above the market average create significant risk. News headlines are mostly positive, but technical indicators show a neutral trend. Investors should be cautious and consider risk management strategies to navigate this volatile environment.

Recent News Sentiment Impact: Positive news sentiment has contributed to the stock's recent move, with articles highlighting Micron's record sales and AI/memory stocks' potential.

Technical Analysis

Trend Direction:

  • Short-term (1-4 weeks): NEUTRAL (SMA 20 above price, but SMA 50 and 200 below)
  • Medium-term (1-3 months): BEARISH (SMA 200 below)
  • Long-term (3-12 months): BULLISH (SMA 50 and 200 trending upwards)

Support/Resistance Levels:

  • Lower band: $503.82
  • Middle band: $558.09
  • Upper band: $612.37

Momentum Signals:

  • RSI interpretation: NEUTRAL (46.43, not overbought or oversold)
  • MACD signal: BEARISH (bearish crossover)
  • Bollinger Bands position: SQUEEZE (price touching lower band)

News & Sentiment Analysis

Recent Headlines Summary: Positive news sentiment dominates, with articles highlighting Micron's record sales and AI/memory stocks' potential.

Sentiment Assessment: POSITIVE (aggregate sentiment from recent headlines)

Catalyst Identification: None imminent; focus on medium-term trends and risk management strategies.

Market Narrative: Technical signals are mixed, but positive news sentiment has contributed to the stock's recent move. This creates a neutral market narrative, with both bullish and bearish cases valid.

Risk & Volatility Assessment

Beta Interpretation: High-risk stock (beta above 1.5, indicating higher volatility than the market)

Volatility Regime: Current volatility is above historical levels (HV20 54.6%, HV30 50.1%)

Options Market Signals:

  • IV rank: LOW (14.0%)
  • Put/call ratio: NEUTRAL (1.11)
  • Unusual activity: None notable

Downside Protection: Support levels at $503.82 and $558.09; consider stop-loss strategies below these levels.

Market Context & Positioning

Sector Performance: CRS is outperforming the sector average, but this could change with shifting market conditions.

Institutional Activity: No significant institutional activity detected, but options volume is moderate (341 calls vs 380 puts).

Correlation Analysis: CRS has a low correlation to the broader market (R-squared interpretation: 0.41), indicating limited diversification benefits.

Relative Valuation: Position within a trading range, with potential for further volatility and movement.

Key Levels & Action Items

Critical Price Levels: $503.82 (support), $558.09 (support/resistance), $612.37 (resistance)

Breakout/Breakdown Levels: None immediate; focus on medium-term trends and risk management strategies.

Time-Sensitive Catalysts: None imminent; earnings data is not available, and no significant product launches or regulatory changes are planned.

Risk Management: Consider stop-loss levels below support at $503.82 and $558.09, as well as position sizing considerations to manage exposure in this volatile market.

Generated
News
All CRS news →
Earnings History
21 of 22 under expected move
Avg Expected Move
9.51%
Avg Actual Move
4.10%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-01-29 Pre-Market 13.33% 5.36% 0.40x Within
2021-04-30 Pre-Market 5.03% 4.83% 0.96x Within
2021-07-30 Pre-Market 5.94% 3.98% 0.67x Within
2021-10-28 Pre-Market 10.98% 3.55% 0.32x Within
2022-02-03 Pre-Market 8.71% 4.37% 0.50x Within
2022-04-29 Pre-Market 8.96% 6.26% 0.70x Within
2022-08-02 Pre-Market 10.45% 0.70% 0.07x Within
2023-01-27 Pre-Market 23.69% 5.72% 0.24x Within
2023-05-01 Pre-Market 3.98% 2.16% 0.54x Within
2023-07-31 Pre-Market 7.12% 2.01% 0.28x Within
2023-10-31 Pre-Market 8.01% 0.49% 0.06x Within
2024-01-29 Pre-Market 7.46% 2.48% 0.33x Within
2024-05-03 Pre-Market 6.41% 3.74% 0.58x Within
2024-07-29 After-Close 8.15% 0.45% 0.06x Within
2024-10-29 Pre-Market 8.07% 1.98% 0.25x Within
2025-02-03 After-Close 8.63% 0.49% 0.06x Within
2025-04-29 Pre-Market 9.45% 0.78% 0.08x Within
2025-08-06 Pre-Market 5.62% 1.59% 0.28x Within
2025-10-23 Pre-Market 12.03% 22.66% 1.88x Exceeded
2026-01-29 Pre-Market 11.72% 6.40% 0.55x Within
2026-04-29 Pre-Market 11.67% 5.05% 0.43x Within
2026-07-30 Pre-Market 13.70% 5.07% 0.37x Within

Earnings calendar: this week’s reports with expected vs actual moves →

CRS Options Activity & IV Rank

CRS IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 58.1%
7-DTE IV: —
Expected Move: $48.95
7-DTE Move: $48.95
Days to Exp: 30 (2026-11-20)

Options Flow

Call Volume: 227
Put Volume: 387
P/C Volume: 1.705
BEARISH
Call OI: 1,252
Put OI: 539
P/C OI: 0.431
Total OI: 1,791

ATM Options Pricing

ATM Call: $23.60
ATM Put: $25.35
Call %: 6.4%
Put %: 6.9%

Chain Summary

Chain Volume: 2,209
Chain OI: 7,047
Last Updated: 10/21/2026
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.

Dealer Positioning
LOW γ vs HISTORY

Estimated net dealer gamma is at the 10th percentile of this name's own daily history, near the low end of its range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
10%
vs own history
GEX tilt
-0.11
OI-weighted, today
Vanna tilt
+0.46
δ-sensitivity to IV
Charm tilt
-0.56
δ-decay vs time
Vanna tilt +0.46: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.56: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

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.

· 41 ATM contracts, 2k total OI
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
as of Oct 21 · No data
30 DTE / 10d 40%
+4.7 pts EXTREME
as of Oct 21 · ATM 58.0% / Wing 62.7%

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)64.2MediumOct 21
Straddle Price (30 DTE)$48.95Oct 21
Beta Analysis

Risk Metrics

Beta: 1.5571
Alpha: 27.40%
Correlation: 0.4061
R-Squared: 16.5%
Stock Volatility: 48.7%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
High volatility - stock moves more than market
Beta & Alpha Over Time
Notable investors who own CRS
7 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Lone Pine Capital Hedge fund
Stephen Mandel
$593.9M
3.63%
#15 of 34-47.0%13F
Third Point Activist
Dan Loeb
$132.6M
2.67%
#16 of 43-30.6%13F
Millennium Management Hedge fund
Izzy Englander
$75.3M
0.05%
#438 of 3716+478.2%13F
Bridgewater Associates Hedge fund
Ray Dalio
$30.1M
0.12%
#134 of 997+15.1%13F
Rockefeller Capital Management Family office
Rockefeller family
$11.2M
0.02%
#686 of 4729+110.1%13F
Soros Fund Management Family office
George Soros, Robert Soros, Jonathan Soros
$2.7M
0.03%
#185 of 251-48.9%13F
Citadel Hedge fund
Ken Griffin
$379K
0.00%
#4800 of 6285-98.0%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

CRS Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 50,400,000 (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.

895 filers102,664,766 shares$60.00B value203.70% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 12,433,120 $7.67B 12.78% 24.67% 2026-06-30
2 FMR LLC Custodian 8,369,396 $5.16B 8.60% 16.61% 2026-06-30
3 Vanguard Group Inc Custodian 9,010,688 $2.84B 4.73% 17.88% 2025-12-31
4 Vanguard Capital Management LLC 4,322,648 $2.67B 4.44% 8.58% 2026-06-30
5 Vanguard Portfolio Management LLC 4,227,890 $2.61B 4.35% 8.39% 2026-06-30
6 State Street Corp 3,814,344 $2.35B 3.92% 7.57% 2026-06-30
7 Invesco Ltd. Custodian 3,158,220 $1.95B 3.25% 6.27% 2026-06-30
8 AQR Capital Management, LLC Custodian 2,918,852 $1.80B 3.00% 5.79% 2026-06-30
9 Jennison Associates LLC 2,385,372 $1.47B 2.45% 4.73% 2026-06-30
10 JPMorgan Chase & Co Custodian 2,366,218 $1.44B 2.40% 4.69% 2026-06-30
11 Geode Capital Management, LLC Custodian 2,010,754 $1.24B 2.07% 3.99% 2026-06-30
12 LONE PINE CAPITAL LLC 1,925,678 $1.19B 1.98% 3.82% 2026-06-30
13 SANDS CAPITAL MANAGEMENT, LLC 1,572,300 $969.86M 1.62% 3.12% 2026-06-30
14 Goldman Sachs Group Inc Custodian 1,490,042 $919.12M 1.53% 2.96% 2026-06-30
15 SurgoCap Partners LP 1,372,946 $846.89M 1.41% 2.72% 2026-06-30
16 T. Rowe Price Associates, Inc. 1,217,444 $750.97M 1.25% 2.42% 2026-06-30
17 Norges Bank 1,027,796 $633.99M 1.06% 2.04% 2026-06-30
18 Wellington Management Group LLP Custodian 1,012,334 $624.45M 1.04% 2.01% 2026-06-30
19 Charles Schwab Investment Management, Inc. 899,112 $554.61M 0.92% 1.78% 2026-06-30
20 LORD, ABBETT & CO. LLC 879,192 $542.32M 0.90% 1.74% 2026-06-30
21 Northern Trust Corp Custodian 875,214 $539.87M 0.90% 1.74% 2026-06-30
22 Dimensional Fund Advisors LP Custodian 843,954 $520.56M 0.87% 1.67% 2026-06-30
23 Allspring Global Investments Holdings, LLC 849,654 $518.42M 0.86% 1.69% 2026-06-30
24 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 796,256 $491.15M 0.82% 1.58% 2026-06-30
25 Morgan Stanley Custodian 778,842 $480.42M 0.80% 1.55% 2026-06-30
20 filers$688.93M notional
# Filer Notional Value % of Total Period
1 Citadel Advisors LLC Custodian $211.95M 30.76% 2026-06-30
2 Jane Street Group, LLC Custodian $188.01M 27.29% 2026-06-30
3 Susquehanna International Group, LLP Custodian $160.13M 23.24% 2026-06-30
4 IMC-Chicago, LLC Custodian $50.33M 7.31% 2026-06-30
5 Wolverine Trading, LLC Custodian $18.39M 2.67% 2025-09-30
6 Cubist Systematic Strategies, LLC $16.84M 2.44% 2025-09-30
7 Walleye Trading LLC $12.95M 1.88% 2026-06-30
8 RH Tailwind Management, LLC $6.29M 0.91% 2026-06-30
9 D. E. Shaw & Co., Inc. Custodian $5.92M 0.86% 2026-06-30
10 Millennium Management LLC Custodian $4.19M 0.61% 2026-06-30
11 Simplex Trading, LLC Custodian $3.52M 0.51% 2026-06-30
12 Two Sigma Investments, LP Custodian $2.59M 0.38% 2026-06-30
13 PEAK6 LLC $2.47M 0.36% 2026-06-30
14 TUDOR INVESTMENT CORP ET AL $2.10M 0.30% 2026-06-30
15 GROUP ONE TRADING LLC Custodian $1.23M 0.18% 2026-06-30
16 Point72 Asset Management, L.P. $493.47K 0.07% 2026-06-30
17 Volterra Technologies LP $493.47K 0.07% 2026-06-30
18 Squarepoint Ops LLC $493.47K 0.07% 2026-06-30
19 STG SECURITIES, LLC $493.47K 0.07% 2026-06-30
20 OSAIC HOLDINGS, INC. Custodian $32.18K <0.01% 2026-06-30
20 filers$438.32M notional
# Filer Notional Value % of Total Period
1 Jane Street Group, LLC Custodian $126.45M 28.85% 2026-06-30
2 Susquehanna International Group, LLP Custodian $101.78M 23.22% 2026-06-30
3 Citadel Advisors LLC Custodian $77.11M 17.59% 2026-06-30
4 RH Tailwind Management, LLC $24.80M 5.66% 2026-06-30
5 Oribel Capital Management, LP $21.22M 4.84% 2026-06-30
6 Intrinsic Edge Capital Management LLC $18.51M 4.22% 2026-06-30
7 IMC-Chicago, LLC Custodian $16.47M 3.76% 2026-06-30
8 Cubist Systematic Strategies, LLC $13.85M 3.16% 2025-09-30
9 Wolverine Trading, LLC Custodian $7.67M 1.75% 2025-09-30
10 D. E. Shaw & Co., Inc. Custodian $6.54M 1.49% 2026-06-30
11 Millennium Management LLC Custodian $4.93M 1.13% 2026-06-30
12 Two Sigma Investments, LP Custodian $4.81M 1.10% 2026-06-30
13 Walleye Trading LLC $4.19M 0.96% 2026-06-30
14 LPL Financial LLC Custodian $3.08M 0.70% 2026-06-30
15 BOOTHBAY FUND MANAGEMENT, LLC $2.22M 0.51% 2026-06-30
16 Walleye Capital LLC $1.73M 0.39% 2026-06-30
17 Twin Tree Management, LP $1.48M 0.34% 2026-06-30
18 Simplex Trading, LLC Custodian $1.30M 0.30% 2026-06-30
19 Point72 Asset Management, L.P. $123.37K 0.03% 2026-06-30
20 GROUP ONE TRADING LLC Custodian $61.68K 0.01% 2026-06-30

CRS Insider Trading (Form 4)

Latest: 2026-10-14
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
2026-10-14 Jr Stephen M Ward Director Mixed +2,937 $72.16 -$92 EDGAR
2026-10-08 Viola L Acoff Director Grant (A) +554 opt — EDGAR
2026-10-08 Ken Giacobbe Director Grant (A) +554 opt — EDGAR
2026-10-08 Kathleen Ligocki Director Grant (A) +554 opt — EDGAR
2026-10-08 Ramin Younessi Director Grant (A) +554 opt — EDGAR
2026-10-08 Steven E Karol Director Grant (A) +554 RSU — EDGAR
2026-10-08 Charles Douglas McLane Jr Director Grant (A) +554 RSU — EDGAR
2026-10-08 Jr Stephen M Ward Director Grant (A) +554 RSU — EDGAR
2026-10-08 Anastasios John Hart Director Grant (A) +554 RSU — EDGAR
2026-10-08 Julie A Beck Director Grant (A) +554 RSU — EDGAR
2026-10-02 Julie A Beck Director Grant (A) +53 RSU — EDGAR
2026-10-02 Charles Douglas McLane Jr Director Grant (A) +69 RSU — EDGAR
2026-09-09 Steven E Karol Director Mixed — $256.94 -$1.42M EDGAR
2026-08-27 Tony R Thene Chairman, President and CEO Sell (S) −109,283 $483.84 -$52.88M EDGAR
2026-08-25 Ramin Younessi Director Mixed — $327.27 -$145.3K 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.

CRS Insider Holdings

13 insiders · @ $368.16
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 Tony R Thene Chairman, President and CEO 519,688 $191.33M -$64.37M 52 2026-08-27
2 Steven E Karol Director 400,381 $147.40M -$25.74M 48 2026-10-08
3 Timothy Lain SVP and CFO 116,805 $43.00M -$591.4K 52 2026-08-18
4 Brian J Malloy President and CEO 96,098 $35.38M -$23.37M 34 2026-07-16
5 James D Dee SVP, Gen Counsel & Sec 78,729 $28.99M -$10.14M 43 2026-08-18
6 Jr Stephen M Ward Director 29,276 $10.78M -$881.9K 33 2026-10-14
7 Marshall D Akins VP and Chief Comm Officer 24,583 $9.05M -$5.76M 19 2026-08-18
8 Charles Douglas McLane Jr Director 10,500 $3.87M -$251.8K 29 2026-10-08
9 I Martin Inglis Director 10,407 $3.83M -$3.10M 31 2025-08-19
10 Elizabeth A Socci VP, Contr & Ch Acctg Officer 10,270 $3.78M -$2.63M 35 2026-08-18
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

CRS Board & Officers

As of SEC filings through Oct 16, 2026

Directors 11

Officers 8

Changes in the last 10 years (47)
Oct 6, 2026Steven Joseph Jennings became Group President - SAO
Oct 6, 2026Joshua Lee Frashure became Group President - PEP
Aug 18, 2026Tony R Thene listed as Chairman, President and CEO (previously President and CEO) in SEC filings
Aug 12, 2026The company announced the departure of Colleen Pritchett from the board in an SEC filing
Aug 11, 2026The company announced the departure of Howard H Yu from the board in an SEC filing
Aug 11, 2026Ken Giacobbe became a director
Jul 16, 2026Brian J Malloy first listed as a director in an SEC filing
Aug 19, 2025Marshall D Akins listed as VP and Chief Comm Officer (previously VP Chief Commercial Officer) in SEC filings
Aug 12, 2025The company announced the departure of I Martin Inglis from the board in an SEC filing
Jul 17, 2025Brian J Malloy listed as SVP and COO (previously SVP and Chief Operating Office) in SEC filings
Feb 20, 2025Julie A Beck became a director
Nov 19, 2024Tony R Thene first listed as a director in an SEC filing
Oct 9, 2024Howard H Yu became a director
Aug 19, 2024Brian J Malloy listed as SVP and Chief Operating Office (previously SVP and Group President SAO) in SEC filings
May 23, 2024James D Dee listed as SVP, Gen Counsel & Sec (previously SVP, Gen Counsel & Secretary) in SEC filings
Dec 1, 2023The company announced the departure of Kathy Hopinkah Hannan from the board in an SEC filing
Nov 28, 2023The company announced the departure of David Graf as VP & Group President - PEP in an SEC filing
Aug 18, 2023Elizabeth A Socci listed as VP, Contr & Ch Acctg Officer (previously VP & Chief Accounting Officer) in SEC filings
Jun 1, 2023Colleen Pritchett became a director
Aug 19, 2022David Graf listed as VP & Group President - PEP (previously VP and Group VP PEP) in SEC filings
Not reported recently (10)
  • Joseph E Haniford · Last reported as SVP Continuous Improvement in an SEC filing dated Aug 21, 2023
  • Jeffrey Wadsworth · Last reported as a director in an SEC filing dated Oct 14, 2021
  • Gregory A Pratt · Last reported as a director in an SEC filing dated Oct 15, 2020
  • Robert R McMaster · Last reported as a director in an SEC filing dated Mar 11, 2020
  • Sameh Abdelmalek · Last reported as VP & Group President - PEP in an SEC filing dated Aug 19, 2019
  • Samuel Lyon · Last reported as VP & Group President - PEP in an SEC filing dated Nov 5, 2018
  • Kathryn C Turner · Last reported as a director in an SEC filing dated Oct 11, 2018
  • Philip M Anderson · Last reported as a director in an SEC filing dated Oct 11, 2018
  • Damon J Audia · Last reported as SVP & Chief Financial Officer in an SEC filing dated Jul 20, 2018
  • Carl G Anderson Jr · Last reported as a director in an SEC filing dated Oct 3, 2017
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.

CRS Proposed Insider Sales (Form 144)

Latest: 2026-09-04
Last 30d: 0 filings  ·  Last 90d: 4 filings · $54.6M notice value · 3 unique filers

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.

Top 90-day filers: TONY THENE (2, $52.9M) · STEVEN KAROL (1, $1.6M) · RAMIN YOUNESSI (1, $216K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-09-04 STEVEN KAROL Director 3,275 $1.55M 2026-09-04 Morgan Stanley Smith Barney LLC … — EDGAR
2026-08-25 THENE REVOCABLE LIVING TRUST Officer, Director 57,456 $27.80M 2026-08-25 Morgan Stanley Smith Barney LLC … — EDGAR
2026-08-25 TONY THENE Officer, Director 51,827 $25.07M 2026-08-25 Morgan Stanley Smith Barney LLC … — EDGAR
2026-08-21 RAMIN YOUNESSI Director 438 $216.0K 2026-08-21 Morgan Stanley Smith Barney LLC … — EDGAR
2026-06-01 HMK ENTERPRISES INC Officer, Director 2,000 $975.5K 2026-06-01 Morgan Stanley Smith Barney LLC … — EDGAR
2026-05-28 ANASTASIOS JOHN HART Director 250 $115.5K 2026-05-28 Morgan Stanley Smith Barney LLC … — EDGAR
2026-05-05 MARSHALL D AKINS Officer 11,815 $5.21M 2026-05-05 Morgan Stanley Smith Barney LLC … — EDGAR
2026-05-04 ANASTASIOS J. HART Director 750 $317.9K 2026-05-04 Morgan Stanley Smith Barney LLC … — EDGAR
2026-02-24 James D. Dee Officer 15,800 $6.08M 2026-02-24 J.P. Morgan Securities LLC — EDGAR
2026-02-19 Steven Karol Director 3,500 $1.33M 2026-02-19 J.P. Morgan Securities 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: 2026-04-29
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-04-29 0000017843-26-000016 EDGAR
2026-04-29 0000017843-26-000018 EDGAR
2026-04-17 0001193125-26-161577 EDGAR
2026-02-17 0001193125-26-054998 EDGAR
2026-01-29 0000017843-26-000005 EDGAR
2026-01-29 0000017843-26-000007 EDGAR
2025-11-20 0001104659-25-114628 EDGAR
2025-11-10 0001104659-25-108831 EDGAR
2025-11-10 0001104659-25-109178 EDGAR
2025-10-23 0000017843-25-000031 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2025-08-12 0000017843-25-000021 EDGAR
2024-08-13 0000017843-24-000014 EDGAR
2023-08-11 0000017843-23-000021 EDGAR
2022-08-15 0000017843-22-000019 EDGAR
2021-08-19 0000017843-21-000030 EDGAR
2020-09-04 0000017843-20-000071 EDGAR
2019-08-29 0000017843-19-000058 EDGAR
2018-08-14 0000017843-18-000047 EDGAR
2017-08-11 0000017843-17-000050 EDGAR
2016-08-18 0000017843-16-000094 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-04-29 0000017843-26-000014 EDGAR
2026-01-29 0000017843-26-000009 EDGAR
2025-10-23 0000017843-25-000029 EDGAR
2025-04-24 0000017843-25-000011 EDGAR
2025-01-30 0000017843-25-000003 EDGAR
2024-10-24 0000017843-24-000017 EDGAR
2024-05-01 0000017843-24-000006 EDGAR
2024-01-25 0000017843-24-000003 EDGAR
2023-10-26 0000017843-23-000025 EDGAR
2023-04-27 0000017843-23-000009 EDGAR
ETF Holders
211 ETFs hold CRS
25 shown · $3.84B total exposure · 0.40% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 IJH iShares Core S&P Mid-Cap ETF iShares (BlackRock) 0.54% $661.5M $123.0B 2026-10-20
2 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.02% $579.9M — 2026-09-30
3 VB Vanguard Morningstar Small-Cap ETF Vanguard 0.23% $412.0M — 2026-09-30
4 VBK Vanguard Morningstar Small-Cap Growth ETF Vanguard 0.52% $229.2M — 2026-09-30
5 VXF Vanguard Extended Market ETF Vanguard 0.23% $216.9M — 2026-09-30
6 ITA iShares U.S. Aerospace & Defense ETF iShares (BlackRock) 1.44% $172.1M $11.9B 2026-10-20
7 PAVE Global X U.S. Infrastructure Development ETF Global X 1.12% $152.9M — 2026-10-21
8 XMMO Invesco S&P MidCap Momentum ETF Invesco 2.11% $144.0M — 2026-10-20
9 MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust SPDR (State Street) 0.54% $138.3M $25.8B 2026-10-20
10 XAR State Street® SPDR® S&P® Aerospace & Defense ETF SPDR (State Street) 2.55% $127.0M $5.0B 2026-10-20
11 XMHQ Invesco S&P MidCap Quality ETF Invesco 2.11% $117.3M — 2026-10-20
12 IJK iShares S&P Mid-Cap 400 Growth ETF iShares (BlackRock) 1.06% $111.0M $10.5B 2026-10-20
13 IWP iShares Russell Mid-Cap Growth ETF iShares (BlackRock) 0.53% $101.4M $19.3B 2026-10-20
14 SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF SPDR (State Street) 0.54% $99.6M $18.4B 2026-10-20
15 PPA Invesco Aerospace & Defense ETF Invesco 1.05% $77.3M — 2026-10-20
16 IWR iShares Russell Mid-Cap ETF iShares (BlackRock) 0.13% $75.3M $57.3B 2026-10-20
17 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.08% $68.2M — 2026-10-20
18 IWF iShares Russell 1000 Growth ETF iShares (BlackRock) 0.05% $67.5M $126.1B 2026-10-20
19 SCHM Schwab U.S. Mid-Cap ETF Nport 0.43% $63.2M — 2026-05-31
20 SCHG Schwab U.S. Large-Cap Growth ETF Nport 0.08% $49.7M — 2026-05-31
21 CGGO Capital Group Global Growth Equity ETF Capitalgroup 0.41% $48.2M $11.9B 2026-10-20
22 PDP Invesco Dorsey Wright Momentum ETF Nport 2.31% $33.3M — 2026-07-31
23 IVOO Vanguard S&P Mid-Cap 400 ETF Vanguard 0.57% $32.2M — 2026-09-30
24 VONG Vanguard Russell 1000 Growth ETF Vanguard 0.06% $30.7M — 2026-09-30
25 MDYG State Street® SPDR® S&P 400™ Mid Cap Growth ETF SPDR (State Street) 1.06% $29.8M $2.8B 2026-10-20
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
35.06
TTM Diluted EPS
$10.50
TTM Revenue
$3.12B
TTM Net Income
$529.80M
TTM Op. Cash Flow
$605.00M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q4 '262026-06-30$851.00M$162.40M$3.21$240.10M
Q3 '262026-03-31$811.50M$139.60M$2.77$193.50M
Q2 '262025-12-31$728.00M$105.30M$2.09$132.20M
Q1 '262025-09-30$733.70M$122.50M$2.43$39.20M
Q4 '252025-06-30$755.60M$111.70M$2.20$258.10M
Q3 '252025-03-31$727.00M$95.40M$1.88$74.20M
Q2 '252024-12-31$676.90M$84.10M$1.66$67.90M
Q1 '252024-09-30$717.60M$84.80M$1.67$40.20M
Q4 '242024-06-30$798.60M$93.60M$1.84$169.50M
Q3 '242024-03-31$684.90M$6.30M$0.12$83.50M
Q2 '242023-12-31$624.20M$42.70M$0.85$14.50M
Q1 '242023-09-30$651.90M$43.90M$0.88$7.40M
Q4 2026 • period ending 2026-06-30 • filed 2026-08-12
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
35.06
P/B
8.33
P/S
5.94
EV/EBITDA
22.21
EV/Sales
6.03
ROE
23.8%
ROA
13.8%
Div Yield
0.22%
FCF Yield
3.26%
Debt/Equity
0.31
Current Ratio
—
Market Cap
$18.56B
as of 2026-10-21
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
1.44M
SI % of Float
2.99%
Days to Cover
1.77
Short Vol Ratio
47.7%
Free Float
48.16M
Float %
97.2%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-24