Freedom Holding Corp.(FRHC)
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
$136.09
- 52-Week Range
- $107.97 – $194.01
- YTD
- +9.55%
- IV Rank (30D)
- 18.25
- Straddle Price
- $13.65
- P/C Vol Ratio
- 0.18
- Market Cap
- $8.5B
Fair Value
+11.1% 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) | 4.45% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 9.95% (VRP-adj) |
| WACC | 8.93% |
| Volatility Risk Premium | +14.7pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 32.1% |
| Rev. Growth (YoY, DCF input) | +24.0% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $-0.0B |
| Return on Equity (TTM) | 10.3% |
| Book / Price | 17.5% |
| Gross Margin (TTM) | 91.7% |
| FCF Margin (TTM) | -1.4% |
| Debt / Equity | 0.85 |
| Quality Score | 2/6 — normal (10y DCF) |
| SMA 50 | $147.51 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $145.68 |
| Bollinger Width / SMA20 | 11.9% (drives anchor stability) |
| Net Debt | $0.3B |
| Market Cap | $8B |
Peers used for multiples: AAPL, AMZN, AVGO, GOOG, GOOGL, META, MSFT, NVDA
Blended Fair Value
$150.66
Current Price
$135.65
Deviation
+11.1%
Forward-Return Rank
LONG
gates ✓
?
| Horizon | Expected α | z Pred | Blended z | Rank % | Active? |
|---|---|---|---|---|---|
| 21d | -1.6% ⚠ | +0.39 | +0.20 | 41.2% | — |
| 42d | -2.0% ⚠ | +0.59 | +0.30 | 45.2% | — |
| 63d | -2.9% ⚠ | +0.52 | +0.27 | 39.3% | — |
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 | n/a | 0% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $76.81 | 11% | median 27.8× · 8 peers |
| Peer EV/EBITDA | n/a | 0% | median 27.1× · 8 peers |
| Peer P/B | $222.77 | 11% | median 9.1× · 8 peers |
| Peer P/S | $171.38 | 11% | median 9.9× · 8 peers |
| Market Anchor (SMA50) | $147.51 | 67% | stability 90% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
As of 2026-06-16 · updated 2026-06-16 20:59:30.632000
Info
- Industry (SIC)
- SECURITY BROKERS, DEALERS & FLOTATION COMPANIES (6211)
- Exchange
- XNAS
- Market Cap
- $8.5B
Freedom Holding Corp is a holding company with its subsidiary it is engaged in securities brokerage, securities dealing for customers and account, market-making activities, investment research, investment counseling, investment banking services, retail and commercial banking, insurance products, payment services, and information processing services. It acts as a professional participant through its subsidiaries on the Kazakhstan Stock Exchange (KASE), Moscow Exchange (MOEX), Saint-Petersburg Exchange (SPB), the Ukrainian Exchange, the Uzbek Republican Currency Exchange (UZCE), and the Republic…
Price History
Seasonality
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +2.22% | 7 |
| Feb | +0.94% | 7 |
| Mar | -0.58% | 7 |
| Apr | +0.90% | 7 |
| May | +3.07% | 7 |
| Jun | +1.85% | 7 |
| Jul | +10.09% | 6 |
| Aug | +11.39% | 6 |
| Sep | -3.49% | 6 |
| Oct | +3.66% | 7 |
| Nov | +7.08% | 7 |
| Dec | +4.54% | 7 |
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: $145.20
SMA 50: $147.15
SMA 200: $143.11
Current: $135.65
EMA 12: $142.23
EMA 26: $144.03
MACD: -1.8023 | Signal: -1.4227
BEARISH
ADX (14): 17.30
RANGE
+DI: 13.53
−DI: 20.38
Momentum Oscillators
RSI (14): 39.09
NEUTRAL
Stoch %K: 14.76
Stoch %D: 16.96
Williams %R: -90.44
Volume & Volatility
BB Upper: $158.59
BB Lower: $131.82
NEUTRAL
OBV: 4,788,817
Vol SMA 20: 203,699
Vol ROC: -3.56%
ATR: $7.55
True Range: $7.96
HV 20: 44.9%
HV 30: 39.8%
HV 60: 44.0%
Data Summary
Data Points: 500
Last Updated: 2026-06-16T21:15:10.551000
Date Range: 2024-06-18T00:00:00 – 2026-06-16T00:00:00
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
The billionaire head of Kazakhstan-based Freedom Holding Corp. has received a so-called Wells Notice from the US Securities and Exchange Commission, a formal warning that the Wall Street regulator may take enforcement action.
Options Activity
- IV Rank (30D)
- 18.25
- IV Rank (7D)
- 100
- Avg IV
- 56.9%
- Straddle (30D)
- $13.65
- Straddle (7D)
- $3.88
- P/C Volume
- 0.18
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)
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:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
30 DTE / 10d
—
—
pts
EXTREME
ATM — / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
- Beta (1Y vs SPY)
- 1.09
- Correlation (SPY)
- 35.0%
- R²
- 0.12
- Ann. Volatility
- 38.5%
- SPY Volatility
- 12.4%
Above average volatility - stock moves with market amplification
Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-03-31
? 13F Guide
Diluted shares outstanding: 61,102,408 (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.
4 filers$5.86M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC Custodian | $2.41M | 41.04% | 2026-03-31 |
| 2 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $1.98M | 33.87% | 2026-03-31 |
| 3 | JANE STREET GROUP, LLC Custodian | $1.07M | 18.30% | 2026-03-31 |
| 4 | WOLVERINE TRADING, LLC Custodian | $397.83K | 6.79% | 2025-09-30 |
4 filers$5.78M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian | $2.22M | 38.38% | 2026-03-31 |
| 2 | WOLVERINE TRADING, LLC Custodian | $2.11M | 36.54% | 2025-09-30 |
| 3 | CITADEL ADVISORS LLC Custodian | $883.77K | 15.30% | 2026-03-31 |
| 4 | JANE STREET GROUP, LLC Custodian | $565.03K | 9.78% | 2026-03-31 |
Insider Activity
Latest: 2026-06-15
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 |
|---|---|---|---|---|---|---|---|
| 2026-06-15 | Andrew Gamble | Director | Award (A) | +677 | — | EDGAR | |
| 2026-06-15 | Amber Williams | Director | Award (A) | +677 | — | EDGAR | |
| 2026-06-15 | Philippe J.R. Vogeleer | Director | Award (A) | +677 | — | EDGAR | |
| 2026-06-08 | Azamat Yerdessov | Freedom Life Chief Exec. Ofc. | Sell (S) | −16,800 | $155.48 | -$2.61M | EDGAR |
| 2026-06-01 | Azamat Yerdessov | Freedom Life Chief Exec. Ofc. | Award (A) | +83,749 | — | EDGAR | |
| 2026-04-01 | Renat Tukanov | CHIEF TECHNOLOGY OFFICER | Award (A) | +9,000 | — | EDGAR | |
| 2026-02-27 | Sergey Lukyanov | *See Remarks | Buy (P) | +20,000 | $120.52 | $2.41M | EDGAR |
| 2026-02-17 | Andrew Gamble | Director | Sell (S) | −400 | $119.39 | -$47.8K | EDGAR |
| 2025-09-16 | Philippe J.R. Vogeleer | Director | Award (A) | +757 | — | EDGAR | |
| 2025-09-16 | Amber Williams | Director | Award (A) | +757 | — | EDGAR | |
| 2025-09-16 | Andrew Gamble | Director | Award (A) | +757 | — | EDGAR | |
| 2025-09-15 | Amber Williams | Director | Award (A) | +626 | — | EDGAR | |
| 2025-09-15 | Philippe J.R. Vogeleer | Director | Award (A) | +626 | — | EDGAR | |
| 2025-09-15 | Andrew Gamble | Director | Award (A) | +626 | — | EDGAR | |
| 2025-09-02 | Renat Tukanov | CHIEF TECHNOLOGY OFFICER | Sell (S) | −3,006 | $173.25 | -$520.8K | 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
12 insiders · @ $135.65
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 | Azamat Yerdessov | Freedom Life Chief Exec. Ofc. | 243,936 | $33.09M | -$5.00M | 6 | 2026-06-08 |
| 2 | Sergey Lukyanov | *See Remarks | 152,425 | $20.68M | $1.42M | 7 | 2026-02-27 |
| 3 | Aidos Zhumagulov | *See Remarks | 144,486 | $19.60M | -$1.08M | 2 | 2025-05-13 |
| 4 | Askar Tashtitov | President | 142,899 | $19.38M | $481.4K | 5 | 2025-07-11 |
| 5 | Kairat Bakibayevich Akhmetov | see below* | 133,900 | $18.16M | -$734.3K | 1 | 2024-12-03 |
| 6 | Robert Wotczak | Pres & CEO - Prime Executions | 58,000 | $7.87M | -$4.07M | 5 | 2025-02-20 |
| 7 | Evgeny Ler | Chief Financial Officer | 39,077 | $5.30M | -$83.83M | 9 | 2025-07-11 |
| 8 | Renat Tukanov | CHIEF TECHNOLOGY OFFICER | 12,000 | $1.63M | -$1.39M | 5 | 2026-04-01 |
| 9 | Jason M Kerr | Chief Legal Officer | 3,309 | $448.9K | $0 | 1 | 2025-08-01 |
| 10 | Amber Williams | Director | 1,434 | $194.5K | $0 | 3 | 2026-06-15 |
| 11 | Philippe J.R. Vogeleer | Director | 1,434 | $194.5K | $0 | 3 | 2026-06-15 |
| 12 | Andrew Gamble | Director | 1,034 | $140.3K | -$47.8K | 4 | 2026-06-15 |
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.
Recent SEC Filings
Latest: 2026-06-01
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-09 | 0000924805-26-000009 | EDGAR |
| 2025-10-01 | 0000924805-25-000038 | EDGAR |
| 2024-09-23 | 0000924805-24-000062 | EDGAR |
| 2024-06-03 | 0000924805-24-000033 | EDGAR |
| 2024-02-29 | 0000924805-24-000020 | EDGAR |
| 2024-02-13 | 0000924805-24-000018 | EDGAR |
| 2024-01-25 | 0000924805-24-000010 | EDGAR |
| 2023-12-01 | 0000924805-23-000116 | EDGAR |
| 2023-11-08 | 0000924805-23-000110 | EDGAR |
| 2023-11-06 | 0000924805-23-000108 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-06-01 | 0000924805-26-000012 | EDGAR |
| 2025-06-13 | 0000924805-25-000012 | EDGAR |
| 2024-06-14 | 0000924805-24-000041 | EDGAR |
| 2023-08-04 | 0000924805-23-000076 | EDGAR |
| 2022-05-31 | 0000924805-22-000027 | EDGAR |
| 2021-06-15 | 0001654954-21-006880 | EDGAR |
| 2020-07-14 | 0001654954-20-007646 | EDGAR |
| 2019-06-14 | 0001654954-19-007343 | EDGAR |
| 2018-06-29 | 0001654954-18-007180 | EDGAR |
| 2017-06-30 | 0001654954-17-006033 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-09 | 0000924805-26-000006 | EDGAR |
| 2025-11-07 | 0000924805-25-000041 | EDGAR |
| 2025-08-08 | 0000924805-25-000031 | EDGAR |
| 2025-02-07 | 0000924805-25-000002 | EDGAR |
| 2024-11-08 | 0000924805-24-000068 | EDGAR |
| 2024-08-09 | 0000924805-24-000060 | EDGAR |
| 2024-02-09 | 0000924805-24-000014 | EDGAR |
| 2023-11-09 | 0000924805-23-000114 | EDGAR |
| 2023-10-10 | 0000924805-23-000104 | EDGAR |
| 2023-02-14 | 0000924805-23-000013 | EDGAR |
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 | 54.2 |
| P/B Ratio | 5.7 |
| P/S Ratio | 8.9 |
| EV/EBITDA | -85.4 |
| TTM Revenue | $1.0B |
| TTM Net Income | $0.2B |
| TTM EPS | $2.51 |
| ROE | 10.3% |
| Debt/Equity | 1.53 |