Goldman Sachs BDC, Inc.(GSBD)

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

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

GSBD $9.53 —
Snapshot
$9.53
52-Week Range
$8.36 – $11.07
YTD
+2.64%
IV Rank (30D)
56.06
Straddle Price
$1.22
P/C Vol Ratio
0.18
Market Cap
$1.1B
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)4.96%
Beta vs SPY0.79
Cost of Equity (CAPM)8.89% (VRP-adj)
WACC7.29%
Volatility Risk Premium+84.0pp (IV − HV30)
Effective Tax Rate2.1%
Rev. Growth (YoY, DCF input)+3.0%
DCF Horizon5 years explicit + fade
Forward Tilt (NTM/TTM)×1.03 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.1B
Return on Equity (TTM)4.3%
Book / Price125.1% — banking bias active (P/B is primary)
Debt / Equity1.39
Quality Score0/6 — cyclical/struggling (5y DCF)
Market-Implied Growth+14.9% (reverse-DCF on current price)
SMA 50$9.50 (Market Anchor value)
SMA 20 / Bollinger Mid$9.82
Bollinger Width / SMA2087.4% (drives anchor stability)
Net Debt$1.9B
Market Cap$1B
Peers used for multiples: ARCC, BXSL, FSK, GBDC, HTGC, MAIN, OBDC, TSLX
Model Conviction
80%
20-Day Fair Value
≈ by Oct 26, 2026
$9.80
α +3.0% rank 60%
40-Day Fair Value
≈ by Nov 24, 2026
$10.00
α +5.0% rank 73%
60-Day Fair Value
≈ by Dec 23, 2026
$10.75
α +12.9% rank 71%
MethodImplied PriceWeightDetail
DCF $-0.65 0%
DDM (Gordon) $32.51 0%
Peer P/E $9.98 38% median 14.9× · 7 peers
Peer EV/EBITDA n/a 0% median 23.5× · 6 peers
Peer P/B $11.68 62% median 1.0× · 8 peers
Peer P/S n/a 0% median 5.7× · 7 peers
Market Anchor (SMA50) $9.50 0% stability 0% (BB-width)
Options Expected (B-L 30d) n/a 0%
As of 2026-09-25 · updated
Info
Exchange
XNYS
Market Cap
$1.1B

Goldman Sachs BDC Inc is a non-diversified, closed-end management investment company that elected to be regulated as a business development company focused on lending to middle-market companies. The investment objective is to generate current income and, to a lesser extent, capital appreciation through direct originations of secured debt, including the first lien, unitranche and second lien debt, and unsecured debt. It invests in U.S. middle-market companies such as banks and the public debt markets. The company focuses on the negotiation and structuring of the loans or securities in which it …

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
MonthAvg ReturnYears of Data
Jan +4.54% 6
Feb -0.63% 6
Mar -3.76% 6
Apr +1.00% 6
May -2.14% 6
Jun +1.60% 6
Jul -1.48% 6
Aug +1.68% 6
Sep -4.69% 6
Oct +1.77% 5
Nov +1.25% 5
Dec -2.41% 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: $9.79
SMA 50: $9.51
SMA 200: $9.35
Current: $9.52
EMA 12: $9.69
EMA 26: $9.70
MACD: -0.0128 | Signal: -0.0498
BULLISH
ADX (14): 17.76
RANGE
+DI: 24.64
−DI: 26.77

Momentum Oscillators

RSI (14): 43.35
NEUTRAL
Stoch %K: 22.85
Stoch %D: 31.95
Williams %R: -83.02

Volume & Volatility

BB Upper: $10.21
BB Lower: $9.37
NEUTRAL
OBV: -43,123,481
Vol SMA 20: 799,067
Vol ROC: 16.60%
ATR: $0.21
True Range: $0.11
HV 20: 21.1%
HV 30: 19.4%
HV 60: 29.6%

Data Summary

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

LLM Stock Analysis Report

Executive Summary

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

Key Drivers:

  • Technical indicators suggest a neutral market condition, with no clear trend direction.
  • Volatility is low, indicating a stable market environment.

Primary Risks:

  • News headlines highlighting potential risks and challenges in the business development company (BDC) space could impact sentiment.
  • Low volatility may lead to limited price movements, making it difficult for investors to generate returns.

Investment Thesis: GSBD appears to be trading within a consolidation phase, with no clear direction or catalysts driving significant price movements. While this stability can be beneficial for long-term holders, the lack of momentum may not attract new investors seeking more excitement in their portfolios.

Recent News Sentiment Impact: The recent news headlines generally have a negative sentiment (4 out of 6 articles), which could potentially impact GSBD's stock performance. However, considering the low volatility and stable market conditions, this negativity might be tempered.

Technical Analysis

Trend Direction: NEUTRAL

Support/Resistance Levels:

  • SMA 20: $9.92
  • SMA 50: $9.36
  • SMA 200: $9.36
  • EMA 12: $9.86
  • EMA 26: $9.74

Momentum Signals: RSI (14): 44.45 (neutral) MACD: 0.13 / Signal: -0.08 / Histogram: 0.21 (bullish)

Volume Analysis: Volume SMA 20: 831220.75 On-Balance Volume (OBV): -40945784.09

News & Sentiment Analysis

Recent Headlines Summary:

  • Mixed sentiment, with some articles highlighting potential risks and challenges in the BDC space.
  • No clear catalysts or market-moving events reported.

Sentiment Assessment: NEGATIVE

Catalyst Identification: No imminent earnings reports or significant regulatory changes to drive price movements.

Market Narrative: The news headlines generally have a negative sentiment, which could potentially impact GSBD's stock performance. However, the low volatility and stable market conditions may temper this negativity.

Risk & Volatility Assessment

Risk Assessment:

  • Beta: 0.36 (low risk)
  • Alpha: -0.21
  • Correlation: 0.19
  • Stock Volatility: 0.25 (low)

Options Market Signals: IV Rank: 12.7% (Low) Current IV: 76.7% Expected Move: $1.05

Market Context & Positioning

Sector Performance: GSBD is trading within the BDC sector, which has been relatively flat recently.

Institutional Activity: No significant institutional activity reported.

Correlation Analysis: GSBD's correlation with SPY (S&P 500) is low (0.19), indicating limited market influence.

Relative Valuation: GSBD appears to be trading within its historical range, neither extremely undervalued nor overvalued.

Key Levels & Action Items

Critical Price Levels:

  • SMA 20: $9.92
  • SMA 50: $9.36
  • SMA 200: $9.36

Breakout/Breakdown Levels: No clear breakout or breakdown levels identified.

Time-Sensitive Catalysts: No imminent earnings reports or significant regulatory changes to drive price movements.

Risk Management: Consider using stop-loss orders at key support levels (SMA 50 and SMA 20) and position sizing considering the low volatility environment.

Generated
News
Earnings History
7 of 8 under expected move
Avg Expected Move
12.87%
Avg Actual Move
2.74%
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
2024-11-07 After-Close 10.56% 0.15% 0.01x Within
2025-02-27 After-Close 7.89% 0.92% 0.12x Within
2025-05-08 After-Close 21.61% 1.83% 0.08x Within
2025-08-07 Pre-Market 19.81% 1.78% 0.09x Within
2025-11-06 After-Close 3.34% 1.44% 0.43x Within
2026-02-27 After-Close 9.08% 0.50% 0.06x Within
2026-05-07 After-Close 4.78% 6.64% 1.39x Exceeded
2026-08-06 After-Close 25.91% 8.64% 0.33x Within
Options Activity
IV Rank (30D)
56.06
IV Rank (7D)
56.06
Avg IV
147.4%
Straddle (30D)
$1.22
Straddle (7D)
$1.22
P/C Volume
0.18
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
0.39
Correlation (SPY)
20.0%
R²
0.04
Ann. Volatility
25.1%
SPY Volatility
13.0%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Institutional Ownership (13F)
Latest filings — 2026-06-30
Diluted shares outstanding: 114,937,344 (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.

213 filers49,832,925 shares$475.50M value43.36% of float
# Filer Shares Value % of Total % of Float Period
1 GOLDMAN SACHS GROUP INC Custodian 6,535,509 $61.96M 13.03% 5.69% 2026-06-30
2 PRIVATE MANAGEMENT GROUP INC 5,178,638 $49.09M 10.32% 4.51% 2026-06-30
3 MORGAN STANLEY Custodian 4,713,836 $44.69M 9.40% 4.10% 2026-06-30
4 Generali Asset Management SPA SGR 3,294,022 $31.23M 6.57% 2.87% 2026-06-30
5 ARES MANAGEMENT LLC 3,147,251 $29.84M 6.27% 2.74% 2026-06-30
6 VAN ECK ASSOCIATES CORP 2,676,020 $25.37M 5.34% 2.33% 2026-06-30
7 UBS Group AG Custodian 2,577,113 $24.43M 5.14% 2.24% 2026-06-30
8 Lunate Capital Ltd 2,192,392 $20.78M 4.37% 1.91% 2026-06-30
9 Lalia Capital, LLC 1,193,406 $11.31M 2.38% 1.04% 2026-06-30
10 BANK OF AMERICA CORP /DE/ Custodian 1,147,167 $10.88M 2.29% 1.00% 2026-06-30
11 Legal & General Group Plc Custodian 939,770 $8.88M 1.87% 0.82% 2026-06-30
12 Muzinich & Co., Inc. 853,942 $8.10M 1.70% 0.74% 2026-06-30
13 RAYMOND JAMES FINANCIAL INC Custodian 706,549 $6.70M 1.41% 0.61% 2026-06-30
14 Sumitomo Mitsui Trust Group, Inc. 701,783 $6.65M 1.40% 0.61% 2026-06-30
15 Cetera Investment Advisers Custodian 696,308 $6.60M 1.39% 0.61% 2026-06-30
16 ENVESTNET ASSET MANAGEMENT INC 624,970 $5.92M 1.25% 0.54% 2026-06-30
17 Columbus Macro, LLC 619,851 $5.88M 1.24% 0.54% 2026-06-30
18 Union Bancaire Privee, UBP SA 3,713 $5.69M 1.20% <0.01% 2026-06-30
19 OSAIC HOLDINGS, INC. Custodian 561,573 $5.32M 1.12% 0.49% 2026-06-30
20 Coppell Advisory Solutions LLC 446 $5.07M 1.07% <0.01% 2026-06-30
21 AMERICAN FINANCIAL GROUP INC 506,562 $4.80M 1.01% 0.44% 2026-06-30
22 VICTORY CAPITAL MANAGEMENT INC 497,443 $4.72M 0.99% 0.43% 2026-06-30
23 BlackRock, Inc. Custodian 432,573 $4.10M 0.86% 0.38% 2026-06-30
24 TRANSCEND CAPITAL ADVISORS, LLC 356,959 $3.38M 0.71% 0.31% 2026-06-30
25 CITADEL ADVISORS LLC Custodian 356,070 $3.38M 0.71% 0.31% 2026-06-30
3 filers$619.99K notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $586.81K 94.65% 2026-06-30
2 SIMPLEX TRADING, LLC Custodian $17.06K 2.75% 2026-06-30
3 GROUP ONE TRADING LLC Custodian $16.12K 2.60% 2026-06-30
3 filers$282.50K notional
# Filer Notional Value % of Total Period
1 SUSQUEHANNA INTERNATIONAL GROUP, LLP Custodian $156.42K 55.37% 2026-06-30
2 CITADEL ADVISORS LLC Custodian $122.29K 43.29% 2026-06-30
3 SIMPLEX TRADING, LLC Custodian $3.79K 1.34% 2026-06-30
Insider Activity
Latest: 2026-06-11
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
2026-06-11 Timothy J Leach Director Buy (P) +2,004 $9.04 $18.1K EDGAR
2026-04-06 Carlos E Evans Director Buy (P) +50,000 $9.02 $451.0K EDGAR
2025-11-14 Tucker Greene See Remarks Buy (P) +10,500 $9.86 $103.5K EDGAR
2025-09-15 Vivek Bantwal Co-Chief Executive Officer Buy (P) +22,000 $11.36 $250.0K EDGAR
2024-11-26 John Lanza See Remarks Sell (S) −1,250 $12.85 -$16.1K EDGAR
2023-05-10 David Miller See Remarks. Buy (P) +20,000 $13.16 $263.1K EDGAR
2021-03-12 SUSAN B MCGEE Director Buy (P) +21,787 $19.22 $418.8K EDGAR
2021-03-12 Ann B Lane Director Buy (P) +10,000 $19.15 $191.5K EDGAR
2021-03-04 Jonathan Lamm CFO & Treasurer Sell (S) −2,500 $19.01 -$47.5K EDGAR
2020-12-03 Carlos E Evans Director Buy (P) +2,666 $18.71 $49.9K EDGAR
2020-10-14 Carlos E Evans Director Award (A) +11,780 — EDGAR
2020-10-14 Katherine Uniacke Director Award (A) +5,890 — EDGAR
2020-10-14 Brendan McGovern See Remarks Award (A) +5,890 — EDGAR
2020-10-14 Timothy J Leach Director Award (A) +17,671 — EDGAR
2020-10-14 Jonathan Lamm See Remarks Award (A) +2,945 — 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
20 insiders · @ $9.52
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 GOLDMAN SACHS GROUP INC 10%+ Owner 6,483,653 $61.69M $12.16M 34 2018-08-27
2 Carlos E Evans Director 64,446 $613.2K $500.9K 3 2026-04-06
3 Brendan McGovern See Remarks 53,890 $512.8K $464.2K 5 2020-10-14
4 Katherine Uniacke Director 22,557 $214.6K $298.6K 4 2020-10-14
5 Vivek Bantwal Co-Chief Executive Officer 22,000 $209.3K $250.0K 1 2025-09-15
6 SUSAN B MCGEE Director 21,787 $207.3K $418.8K 1 2021-03-12
7 David Miller See Remarks. 20,000 $190.3K $263.1K 1 2023-05-10
8 Timothy J Leach Director 19,675 $187.2K $18.1K 2 2026-06-11
9 Jaime Ardila Director 18,445 $175.5K $400.5K 4 2020-03-11
10 RICHARD A MARK Director 17,667 $168.1K $0 1 2020-10-14
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 Ratio14.7
P/B Ratio0.8
P/S Ratio4.4
EV/EBITDA47.5
TTM Net Income$0.1B
TTM EPS$0.65
ROE4.3%
Debt/Equity1.38