MEDP Medpace Holdings, Inc. Common Stock
XNAS
662.40
Delayed
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.
MEDP
$662.40
—
Key stats
$662.40
Pre-market
$647.00
-2.34%
- 52-Week Range
- $373.00 – $677.90
- YTD
- +16.00%
- IV Rank (30D)
- 80.76
- Straddle Price
- $95.95
- P/C Vol Ratio
- 1.64
- Market Cap
- $17.4B
- Open
- $614.98
- Day Range
- $614.98 – $666.65
- Volume
- 1,026,115
- Prev Close
- $622.43
Fair Value
MODEL: NEUTRAL
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) | 5.15% |
| Beta vs SPY | 1.25 |
| Cost of Equity (CAPM) | 12.04% (VRP-adj) |
| WACC | 12.10% |
| Volatility Risk Premium | +27.9pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 17.9% |
| Rev. Growth (YoY, DCF input) | +7.2% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.07 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.7B |
| Return on Equity (TTM) | 113.3% |
| Book / Price | 2.3% |
| Gross Margin (TTM) | 28.8% |
| FCF Margin (TTM) | 25.4% |
| Debt / Equity | 0.00 |
| Quality Score | 4/6 — high quality (12y DCF) |
| Market-Implied Growth | +17.9% (reverse-DCF on current price) |
| SMA 50 | $608.52 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $616.99 |
| Bollinger Width / SMA20 | 1.4% (drives anchor stability) |
| Net Debt | $-0.5B |
| Market Cap | $19B |
Peers used for multiples: CW, EXEL, HALO, NTRA, NVDA, SCHO, STRL, UTHR
60-Day Conviction
16%
20-Day Fair Value
≈ by Nov 20, 2026
$658.36
α -0.6%
rank 20%
conviction
41%
40-Day Fair Value
≈ by Dec 21, 2026
$667.64
α +0.8%
rank 22%
conviction
24%
60-Day Fair Value
≈ by Jan 19, 2027
$665.29
α +0.4%
rank 25%
conviction
16%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $360.05 | 19% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | $514.12 | 9% | median 28.2× · 6 peers |
| Peer EV/EBITDA | $391.91 | 9% | median 16.6× · 6 peers |
| Peer P/B | $139.15 | 2% | median 9.3× · 7 peers |
| Peer P/S | $775.29 | 6% | median 7.5× · 7 peers |
| Market Anchor (SMA50) | $608.52 | 38% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $661.85 | 19% | 40 strikes · skew +0.31 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- SERVICES-COMMERCIAL PHYSICAL & BIOLOGICAL RESEARCH (8731) · industry map
- Exchange
- XNAS
- Market Cap
- $17.4B
- Employees
- 6,500
- List Date
- 2016-08-11
- CIK
- 0001668397
- Headquarters
- Cincinnati, OH
- Homepage
- https://www.medpace.com
Medpace is a late-stage contract research organization that provides full-service drug-development and clinical trial services to small and midsize biotechnology, pharmaceutical, and medical device firms. It also offers ancillary services, including bioanalytical laboratory services and imaging capabilities. The company was founded over 30 years ago and has more than 5,400 employees across 40 countries. Medpace is headquartered in Cincinnati, Ohio, and its operations are primarily based in the US, with additional presence in Europe, Asia, South America, Africa, and Australia. Cinven, a global …
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
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -1.21% | -17.19% | 6.14% | -4.58% | 4.30% | 2.01% | -1.76% |
| Feb | 18.06% | -13.12% | -14.80% | 34.68% | -4.68% | -23.19% | -0.51% |
| Mar | -1.54% | 7.70% | -4.18% | -0.02% | -4.54% | 4.97% | 0.40% |
| Apr | 0.01% | -20.51% | 5.26% | -2.42% | 3.58% | -14.47% | -4.76% |
| May | -0.58% | 4.04% | 0.23% | -2.90% | -2.43% | 7.08% | 0.91% |
| Jun | 4.81% | 4.69% | 16.09% | 5.76% | 5.39% | 17.30% | 9.01% |
| Jul | -1.36% | 13.32% | 5.91% | -6.07% | 33.06% | 5.27% | 8.36% |
| Aug | 3.87% | -12.05% | 5.72% | -7.76% | 12.39% | 3.61% | 0.96% |
| Sep | 0.85% | 6.53% | -11.47% | -4.60% | 8.62% | 7.02% | 1.16% |
| Oct | 15.81% | 38.05% | 0.05% | -5.77% | 7.54% | 10.77%* | 11.08% |
| Nov | -8.39% | -5.59% | 7.60% | 6.59% | -0.26% | -- | -0.01% |
| Dec | 4.10% | -1.45% | 11.30% | -2.96% | -4.48% | -- | 1.30% |
| Total | 36.57% | -8.51% | 26.05% | 3.73% | 68.23% | 14.25% | 23.38% |
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: $616.99
SMA 50: $608.52
SMA 200: $527.12
Current: $662.48
EMA 12: $623.83
EMA 26: $616.20
MACD: 7.6300 | Signal: 2.9779
BULLISH
ADX (14): 27.34
TREND
+DI: 30.99
−DI: 10.10
Momentum Oscillators
RSI (14): 68.21
NEUTRAL
Stoch %K: 72.19
Stoch %D: 64.88
Williams %R: -5.26
Volume & Volatility
BB Upper: $644.07
BB Lower: $589.92
OVERBOUGHT
OBV: 9,866,966
Vol SMA 20: 302,775
Vol ROC: 391.35%
ATR: $20.84
True Range: $51.67
HV 20: 34.8%
HV 30: 32.0%
HV 60: 28.0%
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
Executive Summary
Overall assessment: NEUTRAL (confidence level: 6/10)
Key drivers:
- Technical indicators suggest a weak trend with a possible uptrend brewing
- News sentiment is predominantly negative, which could impact the stock's performance
- Options market signals a bullish sentiment with a moderate expected move
Primary risks:
- Potential for further downside movement if news sentiment remains negative
- Volatility has been low, but options market suggests some uncertainty ahead
Investment thesis:
MEDP's recent price action is characterized by a weak trend, and the stock may be poised for a potential uptrend. However, the negative news sentiment and risk of further downside movement are significant concerns.
Recent news sentiment impact:
The recent news headlines have been overwhelmingly negative, which could contribute to the stock's weakness.
Technical Analysis
Trend direction: Short-term (1-4 weeks) - Downward trend; Medium-term (1-3 months) - Weak trend; Long-term (3-12 months) - Uptrend
Support/resistance levels:
- Lower Bollinger Band: $574.78
- Middle Bollinger Band: $599.59
- Upper Bollinger Band: $624.41
Momentum signals:
- RSI interpretation: Neutral (52.89)
- MACD signal: Bullish (Histogram: 5.76)
- Bollinger Bands position: Squeeze
Volume analysis:
- Volume SMA 20: 187647.60
- On-Balance Volume (OBV): 6383196.71
- Volume Rate of Change: -61.53%
News & Sentiment Analysis
Recent headlines summary:
The recent news headlines have been predominantly negative, focusing on class-action lawsuits and regulatory issues.
Sentiment assessment:
Aggregate sentiment is NEGATIVE (4/5).
Catalyst identification:
No specific catalysts mentioned in the recent news headlines.
Market narrative:
The negative news sentiment has contributed to the stock's weakness, which may continue if no positive developments occur.
Risk & Volatility Assessment
Risk assessment:
- Beta: 0.75 (vs SPY) - Low risk
- Alpha: 0.18 - Moderate return potential
- Correlation: 0.22 - High correlation with market
- Stock Volatility: 0.44 - Low volatility
Options market signals:
- IV Rank: 1.5% (Low) - shows if volatility is historically high/low
- Current IV: 36.0%
- Expected Move: $47.30 (32 DTE), 7-DTE: $21.70
- Volume Flow: 113 calls vs 8 puts
- Open Interest: 218 calls vs 15 puts
- Put/Call Volume Ratio: 0.07 (Bullish sentiment)
- Put/Call OI Ratio: 0.07
Downside protection:
The stock's recent price action has been characterized by a weak trend, and the lower Bollinger Band ($574.78) may serve as support.
Market Context & Positioning
Sector performance:
MEDP's sector (Healthcare Services) has performed relatively well compared to other sectors.
Institutional activity:
No significant institutional activity was observed in the recent options market data.
Correlation analysis:
The stock's correlation with the broader market is moderate (0.22).
Relative valuation:
The stock is trading within a reasonable range relative to its peers and industry benchmarks.
Key Levels & Action Items
Critical price levels:
- Lower Bollinger Band: $574.78
- Middle Bollinger Band: $599.59
- Upper Bollinger Band: $624.41
Breakout/breakdown levels:
- Breakout level: $624.41
- Breakdown level: $574.78
Time-sensitive catalysts:
No specific time-sensitive catalysts were identified in the recent news headlines.
Risk management:
Stop-loss levels should be set around the lower Bollinger Band ($574.78) to manage potential downside risk. Position sizing considerations may include reducing exposure or hedging strategies if the stock remains weak.
Generated
News
All MEDP news →
Medpace stock slipped late Wednesday despite beating third-quarter forecasts and issuing an above-Street view for 2026 earnings. The post Medpace Slips Despite Solid Report; Where Are The 'Holes?' appeared first on Investor's Business Daily .
Showing 1–10 of 12
Page 1 of 2
Earnings History
13 of 23 under expected move
Avg Expected Move
13.05%
Avg Actual Move
13.99%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-16 | After-Close | 5.90% | 1.09% | 0.18x | Within |
| 2021-04-26 | After-Close | 11.43% | 14.19% | 1.24x | Exceeded |
| 2021-07-26 | After-Close | 10.91% | 5.67% | 0.52x | Within |
| 2021-10-25 | After-Close | 9.02% | 13.08% | 1.45x | Exceeded |
| 2022-02-14 | After-Close | 9.10% | 20.30% | 2.23x | Exceeded |
| 2022-04-25 | After-Close | 16.92% | 10.41% | 0.62x | Within |
| 2022-07-25 | After-Close | 13.85% | 6.22% | 0.45x | Within |
| 2022-10-24 | After-Close | 14.33% | 37.71% | 2.63x | Exceeded |
| 2023-02-13 | After-Close | 12.41% | 5.12% | 0.41x | Within |
| 2023-04-24 | After-Close | 12.34% | 11.22% | 0.91x | Within |
| 2023-07-24 | After-Close | 10.85% | 3.91% | 0.36x | Within |
| 2023-10-23 | After-Close | 12.66% | 19.67% | 1.55x | Exceeded |
| 2024-02-12 | After-Close | 11.92% | 12.30% | 1.03x | Exceeded |
| 2024-04-22 | After-Close | 12.36% | 8.21% | 0.66x | Within |
| 2024-07-22 | After-Close | 16.85% | 18.27% | 1.08x | Exceeded |
| 2024-10-21 | After-Close | 17.89% | 7.47% | 0.42x | Within |
| 2025-02-10 | After-Close | 13.44% | 7.52% | 0.56x | Within |
| 2025-04-21 | After-Close | 16.06% | 2.32% | 0.14x | Within |
| 2025-07-21 | After-Close | 12.72% | 54.67% | 4.30x | Exceeded |
| 2025-10-22 | After-Close | 14.93% | 9.12% | 0.61x | Within |
| 2026-02-09 | After-Close | 12.44% | 15.90% | 1.28x | Exceeded |
| 2026-04-22 | After-Close | 15.54% | 22.63% | 1.46x | Exceeded |
| 2026-07-22 | After-Close | 16.22% | 14.71% | 0.91x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
MEDP Options Activity & IV Rank
MEDP IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 63.2%
7-DTE IV: —
Expected Move: $95.95
7-DTE Move: $95.95
Days to Exp: 30 (2026-11-20)
Options Flow
Call Volume: 201
Put Volume: 329
P/C Volume: 1.637
BEARISH
Call OI: 582
Put OI: 448
P/C OI: 0.77
Total OI: 1,030
ATM Options Pricing
ATM Call: $48.85
ATM Put: $47.10
Call %: 7.4%
Put %: 7.1%
Chain Summary
Chain Volume: 1,601
Chain OI: 4,315
Last Updated: 10/21/2026
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.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 35th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
35%
vs own history
GEX tilt
-0.41
OI-weighted, today
Vanna tilt
+0.94
δ-sensitivity to IV
Charm tilt
-0.93
δ-decay vs time
Vanna tilt +0.94: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.93: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 28 ATM contracts, 3k total OI
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.
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
as of Oct 21 · No data
30 DTE / 10d
29%
+5.1
pts
EXTREME
as of Oct 21 · ATM 63.6% / Wing 68.7%
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.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)80.8HighOct 21
Straddle Price (30 DTE)$95.95Oct 21
Beta Analysis
Risk Metrics
Beta: 0.6540
Alpha: 20.04%
Correlation: 0.1866
R-Squared: 3.5%
Stock Volatility: 44.5%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own MEDP
4 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Renaissance Technologies Hedge fund Jim Simons | $220.1M | #49 of 3138 | -17.7% | 13F | |
| Fundsmith Asset manager Terry Smith | $27.7M | #26 of 41 | -16.4% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $8.3M | #368 of 997 | -62.1% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $164K | #2707 of 4729 | -21.8% | 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
MEDP Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 28,965,000 (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.
7 filers$39.26M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $15.57M | 39.65% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $10.59M | 26.98% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $9.11M | 23.20% | 2026-06-30 |
| 4 | Wolverine Trading, LLC Custodian | $2.70M | 6.89% | 2025-09-30 |
| 5 | Millennium Management LLC Custodian | $1.06M | 2.70% | 2026-06-30 |
| 6 | Concurrent Investment Advisors, LLC | $124.84K | 0.32% | 2026-09-30 |
| 7 | Walleye Capital LLC | $105.92K | 0.27% | 2026-06-30 |
5 filers$187.20M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $139.81M | 74.69% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $37.07M | 19.80% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $8.16M | 4.36% | 2026-06-30 |
| 4 | Wolverine Trading, LLC Custodian | $1.10M | 0.59% | 2025-09-30 |
| 5 | Walleye Capital LLC | $1.06M | 0.57% | 2026-06-30 |
MEDP Insider Trading (Form 4)
Latest: 2026-10-14Form 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 | Susan E Burwig | Exec. VP, Operations | Exer (M) | +3,000 | $166.73 | $500.2K | EDGAR |
| 2026-10-09 | Susan E Burwig | Exec. VP, Operations | Exer (M) | +2,000 | $166.73 | $333.5K | EDGAR |
| 2026-10-02 | Cornelius P. McCarthy III | Director | Exer (M) | +28 | — | EDGAR | |
| 2026-10-02 | Robert O. Kraft | Director | Exer (M) | +32 | — | EDGAR | |
| 2026-10-02 | Brian T Carley | Director | Exer (M) | +36 | — | EDGAR | |
| 2026-10-01 | August J. Troendle | President & CEO | Sell (S) | −48,667 | $623.03 | -$30.32M | EDGAR |
| 2026-09-29 | August J. Troendle | President & CEO | Sell (S) | −2,564 | $620.10 | -$1.59M | EDGAR |
| 2026-09-25 | August J. Troendle | President & CEO | Sell (S) | −43,916 | $624.01 | -$27.40M | EDGAR |
| 2026-09-23 | August J. Troendle | President & CEO | Sell (S) | −70,901 | $626.62 | -$44.43M | EDGAR |
| 2026-09-21 | August J. Troendle | President & CEO | Sell (S) | −10,880 | $620.40 | -$6.75M | EDGAR |
| 2026-09-17 | Susan E Burwig | Exec. VP, Operations | Exer (M) | +3,000 | $166.73 | $500.2K | EDGAR |
| 2026-09-17 | August J. Troendle | President & CEO | Sell (S) | −24,741 | $621.00 | -$15.36M | EDGAR |
| 2026-08-31 | August J. Troendle | President & CEO | Sell (S) | −650 | $620.27 | -$403.2K | EDGAR |
| 2026-08-28 | Robert O. Kraft | Director | Mixed | — | $351.08 | -$2.06M | EDGAR |
| 2026-08-27 | August J. Troendle | President & CEO | Sell (S) | −4,673 | $620.08 | -$2.90M | 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.
MEDP Insider Holdings
9 insiders · @ $662.48
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 | August J. Troendle | President & CEO | 5,071,244 | $3.36B | -$1.34B | 164 | 2026-10-01 |
| 2 | Susan E Burwig | Exec. VP, Operations | 70,984 | $47.03M | -$60.58M | 41 | 2026-10-14 |
| 3 | Jesse J Geiger | President | 46,707 | $30.94M | -$83.46M | 30 | 2026-03-19 |
| 4 | Stephen P Ewald | General Counsel & Corp. Secy. | 36,692 | $24.31M | -$33.36M | 30 | 2026-06-01 |
| 5 | Brian T Carley | Director | 27,861 | $18.46M | -$4.43M | 35 | 2026-10-02 |
| 6 | Kevin M. Brady | CFO & Treasurer | 16,230 | $10.75M | -$11.87M | 11 | 2026-08-24 |
| 7 | Cornelius P. McCarthy III | Director | 12,303 | $8.15M | -$1.93M | 34 | 2026-10-02 |
| 8 | Fred B Davenport Jr | Director | 11,259 | $7.46M | -$8.33M | 13 | 2026-08-21 |
| 9 | Robert O. Kraft | Director | 987 | $653.9K | -$15.18M | 35 | 2026-10-02 |
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.
MEDP Board & Officers
As of SEC filings through Oct 14, 2026Directors 7
- August J. Troendle · since Aug 10, 2016
- Brian T Carley · since Aug 10, 2016
- Robert O. Kraft · since Aug 10, 2016
- Cornelius P. McCarthy III · since Aug 13, 2018
- Fred B Davenport Jr · since Aug 13, 2018
- Femida H. Gwadry-Sridhar · since Jan 16, 2023
- Dani S. Zander · since Jul 1, 2024
Officers 5
- August J. Troendle · President & CEO · listed since Jul 2026
- Kevin M. Brady · CFO & Treasurer · since Aug 1, 2021
- Stephen P Ewald · General Counsel & Corp. Secy. · since Aug 10, 2016
- Susan E Burwig · Exec. VP, Operations · listed since Mar 2017
- Brad W. Hansman · Exec. VP, Operations · since Jun 1, 2026
10% owners 1
- August J. Troendle · since Aug 10, 2016
Changes in the last 10 years (31)
| Jul 29, 2026 | August J. Troendle listed as President & CEO (previously CEO) in SEC filings |
| Jun 1, 2026 | Brad W. Hansman became Exec. VP, Operations |
| Apr 21, 2026 | The company announced the departure of Jesse J Geiger as President in an SEC filing |
| Jul 1, 2024 | Dani S. Zander became a director |
| Jun 28, 2024 | The company announced the departure of Ashley M. Keating from the board in an SEC filing |
| Jan 16, 2023 | Femida H. Gwadry-Sridhar became a director |
| Dec 31, 2022 | The company announced the departure of Tom C King from the board in an SEC filing |
| Oct 28, 2021 | Jesse J Geiger listed as President (previously CFO & COO, Lab Operations) in SEC filings |
| Aug 9, 2021 | August J. Troendle listed as CEO (previously President & CEO) in SEC filings |
| Aug 1, 2021 | Kevin M. Brady became CFO & Treasurer |
| Oct 24, 2019 | Tom C King became a director |
| May 17, 2019 | Ashley M. Keating became a director |
| Aug 27, 2018 | Medpace Limited Partnership reported in an SEC filing no longer being a 10% owner |
| Aug 27, 2018 | Medpace GP Ltd reported in an SEC filing no longer being a 10% owner |
| Aug 27, 2018 | Cinven Capital Management (V) Limited Partnership Inc reported in an SEC filing no longer being a 10% owner |
| Aug 27, 2018 | Cinven Capital Management (V) General Partner Ltd reported in an SEC filing no longer being a 10% owner |
| Aug 13, 2018 | Fred B Davenport Jr became a director |
| Aug 13, 2018 | Cornelius P. McCarthy III became a director |
| Jun 22, 2017 | Fifth Cinven Fund FCP-SIF reported in an SEC filing no longer being a 10% owner |
| Jun 22, 2017 | Fifth Cinven Fund Co-Investment Partnership reported in an SEC filing no longer being a 10% owner |
| Jun 22, 2017 | Fifth Cinven Fund (No. 6) Limited Partnership reported in an SEC filing no longer being a 10% owner |
| Jun 22, 2017 | Fifth Cinven Fund (No. 5) Limited Partnership reported in an SEC filing no longer being a 10% owner |
| Jun 22, 2017 | Fifth Cinven Fund (No. 4) Limited Partnership reported in an SEC filing no longer being a 10% owner |
| Jun 22, 2017 | Fifth Cinven Fund (No. 3) Limited Partnership reported in an SEC filing no longer being a 10% owner |
| Jun 22, 2017 | Fifth Cinven Fund (No. 2) Limited Partnership reported in an SEC filing no longer being a 10% owner |
| Jun 22, 2017 | Fifth Cinven Fund (No. 1) Limited Partnership reported in an SEC filing no longer being a 10% owner |
| Jun 22, 2017 | Cinven Manco S.A.R.L. reported in an SEC filing no longer being a 10% owner |
| Jun 21, 2017 | Medpace Limited Partnership became a 10% owner |
| Jun 21, 2017 | Medpace GP Ltd became a 10% owner |
| Mar 17, 2017 | Susan E Burwig listed as Exec. VP, Operations (previously Sr. Vice President, Operations) in SEC filings |
| Oct 27, 2016 | Bruce Brown became a director |
Not reported recently (3)
- Medpace Investors, LLC · Last reported as a 10% owner in an SEC filing dated Mar 8, 2024
- Bruce Brown · Last reported as a director in an SEC filing dated May 21, 2019
- Penelope J Bucknell · Last reported as VP, Human Resources in an SEC filing dated May 4, 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.
MEDP Proposed Insider Sales (Form 144)
Latest: 2026-08-26
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
10 filings
· $211.7M notice value
· 8 unique filers
· 10% under 10b5-1 plans
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:
August J. Troendle (1, $184.8M) · GEIGER JESSE J (2, $9.4M) · BURWIG SUSAN E (1, $4.5M) · DAVENPORT FRED B JR (1, $4.4M) · Carley Brian T (1, $3.0M)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-26 | Kraft Robert O. | Director | 3,858 | $2.38M | 2026-08-26 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-08-20 | Brady Kevin M. | Officer | 3,400 | $2.13M | 2026-08-20 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-08-19 | Carley Brian T | Director | 5,000 | $3.04M | 2026-08-19 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-08-19 | DAVENPORT FRED B JR | Director | 7,283 | $4.41M | 2026-08-19 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-08-11 | McCarthy Cornelius P. III | Director | 1,140 | $690.1K | 2026-08-11 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-08-07 | McCarthy Cornelius P. III | Director | 795 | $465.1K | 2026-08-07 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-07-29 144/A | GEIGER JESSE J | Former Officer | 11,000 | $6.95M | 2026-07-23 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-07-28 | BURWIG SUSAN E | Officer | 7,500 | $4.50M | 2026-07-28 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-07-28 | GEIGER JESSE J | Former Officer | 4,000 | $2.40M | 2026-07-28 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-07-27 | August J. Troendle | Chairman | 307,959 | $184.78M | 2026-07-27 | UBS Financial Services Inc | — | 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: 2026-06-04
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-06-04 | 0001193125-26-257387 | EDGAR |
| 2026-05-19 | 0001193125-26-230425 | EDGAR |
| 2026-04-22 | 0001668397-26-000017 | EDGAR |
| 2026-02-09 | 0001668397-26-000004 | EDGAR |
| 2025-10-22 | 0001668397-25-000108 | EDGAR |
| 2025-07-21 | 0001668397-25-000085 | EDGAR |
| 2025-05-16 | 0001193125-25-121801 | EDGAR |
| 2025-04-21 | 0001668397-25-000056 | EDGAR |
| 2025-03-31 | 0001668397-25-000037 | EDGAR |
| 2025-02-10 | 0001668397-25-000012 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-02-10 | 0001668397-26-000006 | EDGAR |
| 2025-02-11 | 0001668397-25-000017 | EDGAR |
| 2024-02-13 | 0001668397-24-000013 | EDGAR |
| 2023-02-14 | 0001668397-23-000008 | EDGAR |
| 2022-02-15 | 0000950170-22-001280 | EDGAR |
| 2021-02-16 | 0001564590-21-006072 | EDGAR |
| 2020-02-25 | 0001564590-20-006385 | EDGAR |
| 2019-02-26 | 0001564590-19-004451 | EDGAR |
| 2018-02-27 | 0001564590-18-003500 | EDGAR |
| 2017-02-28 | 0001564590-17-002839 | EDGAR |
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
| Filing Date | Accession | Link |
|---|---|---|
| 2026-04-23 | 0001668397-26-000019 | EDGAR |
| 2025-10-23 | 0001668397-25-000110 | EDGAR |
| 2025-07-22 | 0001668397-25-000087 | EDGAR |
| 2025-04-22 | 0001668397-25-000059 | EDGAR |
| 2024-10-22 | 0001668397-24-000168 | EDGAR |
| 2024-07-23 | 0001668397-24-000143 | EDGAR |
| 2024-04-23 | 0001668397-24-000091 | EDGAR |
| 2023-10-24 | 0001668397-23-000048 | EDGAR |
| 2023-07-25 | 0001668397-23-000043 | EDGAR |
| 2023-04-25 | 0001668397-23-000033 | EDGAR |
ETF Holders
185 ETFs hold MEDP
25 shown · $2.73B total exposure · 0.29% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJH iShares Core S&P Mid-Cap ETF | iShares (BlackRock) | 0.41% | $504.3M | $123.0B | 2026-10-20 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.02% | $442.0M | — | 2026-09-30 |
| 3 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.18% | $313.7M | — | 2026-09-30 |
| 4 | XMHQ Invesco S&P MidCap Quality ETF | Invesco | 3.69% | $205.2M | — | 2026-10-20 |
| 5 | VBK Vanguard Morningstar Small-Cap Growth ETF | Vanguard | 0.40% | $174.5M | — | 2026-09-30 |
| 6 | VXF Vanguard Extended Market ETF | Vanguard | 0.17% | $158.9M | — | 2026-09-30 |
| 7 | IBB iShares Biotechnology ETF | iShares (BlackRock) | 0.98% | $107.3M | $11.0B | 2026-10-20 |
| 8 | MDY State Street® SPDR® S&P MIDCAP 400® ETF Trust | SPDR (State Street) | 0.41% | $105.5M | $25.8B | 2026-10-20 |
| 9 | IJK iShares S&P Mid-Cap 400 Growth ETF | iShares (BlackRock) | 0.81% | $84.6M | $10.5B | 2026-10-20 |
| 10 | IWP iShares Russell Mid-Cap Growth ETF | iShares (BlackRock) | 0.41% | $79.1M | $19.3B | 2026-10-20 |
| 11 | SPMD State Street® SPDR® Portfolio S&P 400™ Mid Cap ETF | SPDR (State Street) | 0.41% | $75.9M | $18.4B | 2026-10-20 |
| 12 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.10% | $58.8M | $57.3B | 2026-10-20 |
| 13 | IWF iShares Russell 1000 Growth ETF | iShares (BlackRock) | 0.04% | $52.7M | $126.1B | 2026-10-20 |
| 14 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.14% | $48.3M | — | 2026-10-20 |
| 15 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.05% | $47.9M | — | 2026-10-20 |
| 16 | VHT Vanguard Health Care ETF | Vanguard | 0.20% | $43.6M | — | 2026-09-30 |
| 17 | XOVR ERShares Private-Public Crossover ETF | Nport | 1.67% | $36.5M | — | 2026-06-30 |
| 18 | SCHM Schwab U.S. Mid-Cap ETF | Nport | 0.19% | $27.1M | — | 2026-05-31 |
| 19 | FXH First Trust Health Care AlphaDEX® Fund | First Trust | 2.29% | $26.2M | $1.1B | 2026-10-20 |
| 20 | FMDE Fidelity Enhanced Mid Cap Core ETF | Fidelity | 0.30% | $26.0M | $8.5B | 2026-10-20 |
| 21 | IVOO Vanguard S&P Mid-Cap 400 ETF | Vanguard | 0.41% | $23.6M | — | 2026-09-30 |
| 22 | VONG Vanguard Russell 1000 Growth ETF | Vanguard | 0.04% | $23.0M | — | 2026-09-30 |
| 23 | MDYG State Street® SPDR® S&P 400™ Mid Cap Growth ETF | SPDR (State Street) | 0.81% | $22.7M | $2.8B | 2026-10-20 |
| 24 | SCHG Schwab U.S. Large-Cap Growth ETF | Nport | 0.03% | $21.2M | — | 2026-05-31 |
| 25 | SMLF iShares U.S. Small-Cap Equity Factor ETF | iShares (BlackRock) | 0.49% | $20.5M | $4.2B | 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
—
TTM Diluted EPS
$17.03
TTM Revenue
$2.78B
TTM Net Income
$491.50M
TTM Op. Cash Flow
$752.66M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $707.33M | $121.36M | $4.25 | $162.01M |
| Q1 '26 | 2026-03-31 | $706.60M | $123.87M | $4.28 | $151.79M |
| Q4 '25 | 2025-12-31 | $708.45M | $135.13M | $4.64 | $192.65M |
| Q3 '25 | 2025-09-30 | $659.90M | $111.14M | $3.86 | $246.21M |
| Q2 '25 | 2025-06-30 | $603.31M | $90.26M | $3.10 | $148.53M |
| Q1 '25 | 2025-03-31 | $558.57M | $114.59M | $3.67 | $125.84M |
| Q4 '24 | 2024-12-31 | $536.59M | $117.02M | $3.67 | $190.67M |
| Q3 '24 | 2024-09-30 | $533.32M | $96.43M | $3.01 | $149.07M |
| Q2 '24 | 2024-06-30 | $528.10M | $88.35M | $2.75 | $116.40M |
| Q1 '24 | 2024-03-31 | $511.04M | $102.59M | $3.20 | $152.68M |
| Q4 '23 | 2023-12-31 | $498.40M | $78.30M | $2.46 | $156.40M |
| Q3 '23 | 2023-09-30 | $492.50M | $70.55M | $2.22 | $114.39M |
Q2 2026 • period ending 2026-06-30 • filed 2026-07-23
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
38.90
P/B
44.23
P/S
6.90
EV/EBITDA
30.57
EV/Sales
6.72
ROE
113.3%
ROA
23.9%
Div Yield
0.00%
FCF Yield
3.92%
Debt/Equity
0.00
Current Ratio
—
Market Cap
$19.19B
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
1.60M
SI % of Float
7.09%
Days to Cover
5.80
Short Vol Ratio
64.5%
Free Float
22.50M
Float %
80.6%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-07