STGW Stagwell Inc. Class A Common Stock
XNAS
8.92
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.
STGW
$8.92
—
Key stats
$8.92
Pre-market
$8.87
-0.56%
- 52-Week Range
- $4.29 – $9.63
- YTD
- +88.58%
- IV Rank (30D)
- 71.17
- Straddle Price
- $2.20
- P/C Vol Ratio
- 2.00
- Market Cap
- $2.2B
- Open
- $8.93
- Day Range
- $8.85 – $8.99
- Volume
- 964,621
- Prev Close
- $8.94
Fair Value
MODEL: SHORT
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 | 1.20 |
| Cost of Equity (CAPM) | 11.74% (VRP-adj) |
| WACC | 9.24% |
| Volatility Risk Premium | +139.5pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +5.8% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.06 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.2B |
| Return on Equity (TTM) | 2.4% |
| Book / Price | 30.2% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 35.8% |
| FCF Margin (TTM) | 8.1% |
| Debt / Equity | 2.11 |
| Quality Score | 0/6 — cyclical/struggling (5y DCF) |
| Market-Implied Growth | +1.7% (reverse-DCF on current price) |
| SMA 50 | $8.67 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $8.64 |
| Bollinger Width / SMA20 | 166.7% (drives anchor stability) |
| Net Debt | $1.3B |
| Market Cap | $2B |
Peers used for multiples: CRTO, GRPN, OMC
(SIC-code peers; ETF co-membership was sector-incoherent)
60-Day Conviction
40%
20-Day Fair Value
≈ by Nov 20, 2026
$8.88
α -0.5%
rank 59%
conviction
33%
40-Day Fair Value
≈ by Dec 21, 2026
$8.86
α -0.6%
rank 59%
conviction
19%
60-Day Fair Value
≈ by Jan 19, 2027
$8.82
α -1.1%
rank 59%
conviction
40%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $11.67 | 20% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | |
| Peer EV/EBITDA | $5.58 | 12% | median 8.3× · 3 peers |
| Peer P/B | n/a | 0% | |
| Peer P/S | $12.48 | 15% | median 1.0× · 3 peers |
| Market Anchor (SMA50) | $8.67 | 53% | stability 68% (BB-width) |
| Options Expected (B-L 30d) | $9.45 | 0% | 9 strikes · skew -0.47 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- SERVICES-ADVERTISING AGENCIES (7311) · industry map
- Exchange
- XNAS
- Market Cap
- $2.2B
- Employees
- 12,629
- List Date
- 2021-08-03
- CIK
- 0000876883
- Next Earnings
- 2026-10-29 (Pre-Market)
- EPS Forecast
- $0.26 (2 est.)
- Headquarters
- New York, NY
- Homepage
- https://www.stagwellglobal.com
Stagwell Inc is a challenger network using AI to deliver marketing and advertising solutions to its clients. It operates in five reportable segments: Marketing Services, Digital Transformation, Media and Commerce, Communications, and The Marketing Cloud. Maximum revenue is generated from the Marketing Services segment, which offers social media solutions, designs breakthrough brand campaigns, and creates immersive experiential marketing programs and social engagement strategies, helping clients connect with audiences across digital platforms. The various brands operating under this segment inc…
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 | -- | -10.65% | 11.78% | -1.95% | -3.55% | 27.06% | 4.54% |
| Feb | -- | 1.74% | -1.44% | -18.47% | 4.01% | -20.59% | -6.95% |
| Mar | -- | -2.43% | 9.28% | 14.13% | -2.26% | 30.50% | 9.84% |
| Apr | -- | -8.75% | -14.09% | 0.00% | -6.84% | 0.80% | -5.78% |
| May | -- | 14.31% | -1.59% | 2.82% | -18.91% | 10.22% | 1.37% |
| Jun | -- | -31.95% | 13.72% | 0.00% | 8.17% | 0.54% | -1.90% |
| Jul | -- | 22.41% | -7.70% | 0.00% | 25.38% | 11.85% | 10.39% |
| Aug | 25.77% | 1.95% | -19.97% | 13.95% | 1.08% | -0.23% | 3.76% |
| Sep | 4.92% | 7.92% | -14.88% | 1.15% | 0.72% | -4.91% | -0.85% |
| Oct | 10.29% | 12.78% | -10.43% | -12.66% | -13.16% | 5.44%* | -1.29% |
| Nov | -12.47% | -2.74% | 21.84% | 20.92% | 12.84% | -- | 8.08% |
| Dec | 15.14% | -16.87% | 27.26% | -18.77% | -7.74% | -- | -0.20% |
| Total | 46.67% | -22.68% | 1.08% | -7.24% | -7.54% | 64.56% | 12.48% |
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: $8.64
SMA 50: $8.67
SMA 200: $7.04
Current: $8.92
EMA 12: $8.84
EMA 26: $8.71
MACD: 0.1320 | Signal: 0.0364
BULLISH
ADX (14): 26.35
TREND
+DI: 23.53
−DI: 10.95
Momentum Oscillators
RSI (14): 55.97
NEUTRAL
Stoch %K: 52.64
Stoch %D: 56.31
Williams %R: -50.35
Volume & Volatility
BB Upper: $9.26
BB Lower: $8.02
NEUTRAL
OBV: 130,890,881
Vol SMA 20: 1,569,948
Vol ROC: -55.38%
ATR: $0.34
True Range: $0.14
HV 20: 32.5%
HV 30: 32.6%
HV 60: 33.7%
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: 7)
Key Drivers:
- Technical indicators suggest a neutral trend, with some bullish momentum signals
- Options market indicates medium-high volatility and bearish sentiment
- Recent news headlines are generally positive, but no significant catalysts driving the stock price
Primary Risks:
- Volatility risk due to high IV and beta
- Bearish options market sentiment could exacerbate losses
Investment Thesis:
Stagwell (STGW) is a neutral-trending stock with some bullish momentum signals. The company's recent partnerships and earnings beats have driven positive news headlines, but the options market suggests medium-high volatility and bearish sentiment. As a result, investors should approach this stock with caution, considering risk management strategies to mitigate potential losses.
Recent News Sentiment Impact:
The recent news headlines are generally positive, with several articles highlighting Stagwell's partnerships and earnings beats. However, the overall sentiment is neutral, as there are no significant catalysts driving the stock price.
Technical Analysis
Trend Direction: NEUTRAL (Short-term: Neutral, Medium-term: Weak Uptrend, Long-term: Neutral)
Support/Resistance Levels:
- SMA 20: $6.36 (support)
- EMA 12: $6.37 (resistance)
- Upper Bollinger Band: $6.77 (resistance)
- Lower Bollinger Band: $5.94 (support)
Momentum Signals:
- RSI: Neutral (55.86)
- MACD: Bearish (Histogram: -0.04)
- Stochastic %K/D: Neutral
- Williams %R: Neutral (-22.48)
Volume Analysis:
- Volume SMA 20: 1524812.90 (medium-high volume)
- On-Balance Volume (OBV): 104563337.07 (medium-high volume)
- Volume Rate of Change: 51.15% (increasing volume)
News & Sentiment Analysis
Recent Headlines Summary:
The recent news headlines are generally positive, highlighting Stagwell's partnerships and earnings beats.
Sentiment Assessment:
Aggregate sentiment is Positive due to the recent news headlines.
Catalyst Identification:
There are no significant catalysts driving the stock price at this time.
Market Narrative:
The news headlines align with the neutral trend direction, but there are no strong catalysts driving the stock price.
Risk & Volatility Assessment
Risk Metrics:
- Beta: 1.08 (above average)
- Alpha: 0.22
- Correlation: 0.22
- Stock Volatility: 0.58 (above average)
Options Market Signals:
- IV Rank: 69.0% (medium-high volatility)
- Current IV: 190.8%
- Expected Move: $1.12 (23 DTE), 7-DTE: $1.12
- Volume Flow: 43 calls vs 71 puts (bearish sentiment)
- Open Interest: 3,926 calls vs 282 puts (bearish sentiment)
Downside Protection:
Support levels and risk management considerations are crucial due to the high volatility and bearish options market sentiment.
Market Context & Positioning
Sector Performance:
Stagwell is outperforming its sector peers.
Institutional Activity:
There is medium-high institutional interest in Stagwell.
Correlation Analysis:
The stock moves with the market, but with amplification (beta: 1.08).
Relative Valuation:
Stagwell is trading within a neutral range relative to its peers.
Key Levels & Action Items
Critical Price Levels:
- SMA 20: $6.36 (support)
- EMA 12: $6.37 (resistance)
- Upper Bollinger Band: $6.77 (resistance)
- Lower Bollinger Band: $5.94 (support)
Breakout/Breakdown Levels:
- None identified
Time-Sensitive Catalysts:
None identified
Risk Management:
Stop-loss levels and position sizing considerations are crucial due to the high volatility and bearish options market sentiment.
By analyzing the technical indicators, news headlines, and risk metrics, we can conclude that Stagwell (STGW) is a neutral-trending stock with some bullish momentum signals. The company's recent partnerships and earnings beats have driven positive news headlines, but the options market suggests medium-high volatility and bearish sentiment. As a result, investors should approach this stock with caution, considering risk management strategies to mitigate potential losses.
Generated
News
All STGW news →
Earnings History
16 of 16 under expected move
Avg Expected Move
28.33%
Avg Actual Move
5.03%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-11-03 | After-Close | 15.98% | 1.90% | 0.12x | Within |
| 2022-03-08 | After-Close | 38.78% | 6.26% | 0.16x | Within |
| 2023-03-02 | After-Close | 15.17% | 5.34% | 0.35x | Within |
| 2023-05-09 | After-Close | 11.21% | 4.16% | 0.37x | Within |
| 2023-08-08 | After-Close | 62.02% | 11.32% | 0.18x | Within |
| 2023-11-02 | After-Close | 24.37% | 8.97% | 0.37x | Within |
| 2024-02-27 | After-Close | 13.49% | 1.23% | 0.09x | Within |
| 2024-08-01 | After-Close | 83.99% | 2.54% | 0.03x | Within |
| 2024-11-07 | After-Close | 36.49% | 7.09% | 0.19x | Within |
| 2025-02-27 | After-Close | 20.44% | 2.04% | 0.10x | Within |
| 2025-05-08 | After-Close | 27.53% | 2.50% | 0.09x | Within |
| 2025-07-31 | After-Close | 16.14% | 2.62% | 0.16x | Within |
| 2025-11-06 | Pre-Market | 38.98% | 16.84% | 0.43x | Within |
| 2026-03-10 | After-Close | 11.77% | 1.14% | 0.10x | Within |
| 2026-04-30 | After-Close | 15.95% | 1.44% | 0.09x | Within |
| 2026-07-30 | Pre-Market | 21.04% | 5.07% | 0.24x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
STGW Options Activity & IV Rank
STGW IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 106.6%
7-DTE IV: —
Expected Move: $2.20
7-DTE Move: $2.20
Days to Exp: 30 (2026-11-20)
Options Flow
Call Volume: 4
Put Volume: 8
P/C Volume: 2.0
BEARISH
Call OI: 87
Put OI: 9
P/C OI: 0.103
Total OI: 96
ATM Options Pricing
ATM Call: $1.10
ATM Put: $1.10
Call %: 12.3%
Put %: 12.3%
Chain Summary
Chain Volume: 413
Chain OI: 84,337
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 70th 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
70%
vs own history
GEX tilt
+0.70
OI-weighted, today
Vanna tilt
+0.74
δ-sensitivity to IV
Charm tilt
-0.73
δ-decay vs time
Vanna tilt +0.74: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.73: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 6 ATM contracts, 10k 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
—
—
pts
EXTREME
as of Oct 21 · ATM 107.8% / 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.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)71.2MediumOct 21
Straddle Price (30 DTE)$2.20Oct 21
Beta Analysis
Risk Metrics
Beta: 0.8426
Alpha: 52.41%
Correlation: 0.1941
R-Squared: 3.8%
Stock Volatility: 55.1%
Market Volatility: 12.7%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Moderate volatility - stock generally follows market
Moderate volatility - stock generally follows market
Beta & Alpha Over Time
Notable investors who own STGW
1 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Rockefeller Capital Management Family office Rockefeller family | $38K | #3485 of 4729 | 0.0% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
STGW Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 255,195,000 (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.
8 filers$42.68M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | ADW Capital Management, LLC | $37.98M | 89.00% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $1.88M | 4.41% | 2026-06-30 |
| 3 | Wolverine Trading, LLC Custodian | $1.10M | 2.58% | 2025-09-30 |
| 4 | K2 PRINCIPAL FUND, L.P. | $743.00K | 1.74% | 2026-06-30 |
| 5 | GROUP ONE TRADING LLC Custodian | $428.71K | 1.00% | 2026-06-30 |
| 6 | Citadel Advisors LLC Custodian | $264.51K | 0.62% | 2026-06-30 |
| 7 | IMC-Chicago, LLC Custodian | $249.65K | 0.58% | 2026-06-30 |
| 8 | Simplex Trading, LLC Custodian | $25.26K | 0.06% | 2026-06-30 |
5 filers$1.67M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Citadel Advisors LLC Custodian | $1.39M | 83.31% | 2026-06-30 |
| 2 | IMC-Chicago, LLC Custodian | $168.66K | 10.13% | 2026-06-30 |
| 3 | Susquehanna International Group, LLP Custodian | $98.08K | 5.89% | 2026-06-30 |
| 4 | GROUP ONE TRADING LLC Custodian | $8.92K | 0.54% | 2026-06-30 |
| 5 | Simplex Trading, LLC Custodian | $2.23K | 0.13% | 2026-06-30 |
STGW Insider Trading (Form 4)
Latest: 2026-10-02Form 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 |
|---|---|---|---|---|---|---|---|
| 2026-10-02 | Eli Samaha | Director | Award (A) | +2,457 | $8.14 | $20.0K | EDGAR |
| 2026-10-02 | Brandt A. Vaughan | Director | Award (A) | +2,149 | $8.14 | $17.5K | EDGAR |
| 2026-08-13 | Beth J Kaplan | Director | Award (A) | +15,459 | — | EDGAR | |
| 2026-08-11 | Mark Jeffery Penn | Chief Executive Officer | Mixed | — | $8.62 | -$628.5K | EDGAR |
| 2026-08-04 | Frank P Lanuto | See Remarks | Sell (S) | −62,000 | $8.46 | -$524.5K | EDGAR |
| 2026-08-03 | Mark Jeffery Penn | Chief Executive Officer | Grant (A) | +2,000,000 RSU | — | EDGAR | |
| 2026-07-02 | Brandt A. Vaughan | Director | Award (A) | +2,355 | $7.43 | $17.5K | EDGAR |
| 2026-07-02 | Eli Samaha | Director | Award (A) | +2,691 | $7.43 | $20.0K | EDGAR |
| 2026-06-12 | Charlene Barshefsky | Director | Award (A) | +22,970 | — | EDGAR | |
| 2026-06-12 | Desiree G Rogers | Director | Award (A) | +22,970 | — | EDGAR | |
| 2026-06-12 | Wade Oosterman | Director | Award (A) | +22,970 | — | EDGAR | |
| 2026-06-12 | Eli Samaha | Director | Award (A) | +22,970 | — | EDGAR | |
| 2026-06-12 | Irwin D Simon | Director | Award (A) | +22,970 | — | EDGAR | |
| 2026-06-12 | Brandt A. Vaughan | Director | Award (A) | +22,970 | — | EDGAR | |
| 2026-06-12 | Rodney E Slater | Director | Award (A) | +22,970 | — | 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.
STGW Insider Holdings
15 insiders · @ $8.92
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 | Mark Jeffery Penn | Chief Executive Officer | 25,034,990 | $223.31M | -$78.60M | 39 | 2026-08-11 |
| 2 | Eli Samaha | Director | 8,187,543 | $73.03M | $19.18M | 22 | 2026-10-02 |
| 3 | Jay Leveton | President | 2,009,454 | $17.92M | $47.0K | 17 | 2026-04-03 |
| 4 | Ryan Greene | Chief Financial Officer | 1,391,279 | $12.41M | $0 | 15 | 2026-04-03 |
| 5 | Frank P Lanuto | See Remarks | 491,977 | $4.39M | -$524.5K | 18 | 2026-08-04 |
| 6 | Charlene Barshefsky | Director | 238,286 | $2.13M | $104.8K | 7 | 2026-06-12 |
| 7 | Irwin D Simon | Director | 228,891 | $2.04M | $0 | 6 | 2026-06-12 |
| 8 | Brandt A. Vaughan | Director | 222,653 | $1.99M | $0 | 16 | 2026-10-02 |
| 9 | Desiree G Rogers | Director | 214,984 | $1.92M | $9.9K | 7 | 2026-06-12 |
| 10 | Wade Oosterman | Director | 203,936 | $1.82M | $25.2K | 7 | 2026-06-12 |
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.
STGW Board & Officers
As of SEC filings through Oct 2, 2026Directors 10
- Irwin D Simon · since Apr 25, 2013
- Bradley J. Gross · since Mar 13, 2017
- Desiree G Rogers · since Apr 26, 2018
- Mark Jeffery Penn · since Mar 14, 2019
- Charlene Barshefsky · since Apr 8, 2019
- Wade Oosterman · since Jan 23, 2020
- Brandt A. Vaughan · since Aug 2, 2021
- Rodney E Slater · since Aug 2, 2021
- Eli Samaha · since Aug 3, 2021
- Beth J Kaplan · since Jul 31, 2026
Officers 5
- Mark Jeffery Penn · Chief Executive Officer · since Mar 14, 2019
- Jay Leveton · President · since Aug 2, 2021
- Ryan Greene · Chief Financial Officer · listed since Mar 2026
- Peter McElligott · General Counsel · since Mar 7, 2022
- Frank P Lanuto · EVP, Finance · listed since Mar 2026
10% owners 3
- Mark Jeffery Penn · since Mar 14, 2019
- Polpat LLC (entity) · since Apr 4, 2025
- Steven A Ballmer · since Apr 4, 2025
Changes in the last 10 years (62)
| Jul 31, 2026 | Beth J Kaplan became a director |
| Mar 10, 2026 | Ryan Greene listed as Chief Financial Officer (previously Chief Operating Officer) in SEC filings |
| Mar 10, 2026 | Frank P Lanuto listed as EVP, Finance (previously Chief Financial Officer) in SEC filings |
| Jul 2, 2025 | The company announced the departure of Vincenzo Dimaggio as SVP, Chief Accounting Officer in an SEC filing |
| Apr 4, 2025 | Steven A Ballmer became a 10% owner |
| Apr 4, 2025 | Polpat LLC became a 10% owner |
| May 10, 2023 | US Secondary 2017 C.V. GGG reported in an SEC filing no longer being a 10% owner |
| May 10, 2023 | Secondary C.V. APSS reported in an SEC filing no longer being a 10% owner |
| May 10, 2023 | Secondary C.V. AJ reported in an SEC filing no longer being a 10% owner |
| May 10, 2023 | PEP Secondary 2017 C.V. AlpInvest reported in an SEC filing no longer being a 10% owner |
| May 10, 2023 | GA Secondary C.V. AlpInvest reported in an SEC filing no longer being a 10% owner |
| May 10, 2023 | Fondo Secondaries II C.V. AP reported in an SEC filing no longer being a 10% owner |
| May 10, 2023 | AlpInvest Secondaries Fund VI C.V. reported in an SEC filing no longer being a 10% owner |
| May 10, 2023 | AlpInvest Secondaries Fund (Euro) VI C.V. reported in an SEC filing no longer being a 10% owner |
| May 10, 2023 | AlpInvest Partners US Secondary Investments 2016 I C.V. reported in an SEC filing no longer being a 10% owner |
| May 10, 2023 | AlpInvest Partners B.V. reported in an SEC filing no longer being a 10% owner |
| May 10, 2023 | AG Secondary C.V. reported in an SEC filing no longer being a 10% owner |
| Apr 30, 2023 | US Secondary 2017 C.V. GGG became a 10% owner |
| Apr 30, 2023 | Secondary C.V. APSS became a 10% owner |
| Apr 30, 2023 | Secondary C.V. AJ became a 10% owner |
| Apr 30, 2023 | PEP Secondary 2017 C.V. AlpInvest became a 10% owner |
| Apr 30, 2023 | GA Secondary C.V. AlpInvest became a 10% owner |
| Apr 30, 2023 | Fondo Secondaries II C.V. AP became a 10% owner |
| Apr 30, 2023 | AlpInvest Secondaries Fund VI C.V. became a 10% owner |
| Apr 30, 2023 | AlpInvest Secondaries Fund (Euro) VI C.V. became a 10% owner |
| Apr 30, 2023 | AlpInvest Partners US Secondary Investments 2016 I C.V. became a 10% owner |
| Apr 30, 2023 | AlpInvest Partners B.V. became a 10% owner |
| Apr 30, 2023 | AG Secondary C.V. became a 10% owner |
| Mar 7, 2022 | Peter McElligott became General Counsel |
| Oct 19, 2021 | Frank P Lanuto listed as Chief Financial Officer (previously EVP, Chief Financial Officer) in SEC filings |
| Aug 3, 2021 | Eli Samaha became a director |
| Aug 2, 2021 | Ryan Greene became Chief Operating Officer |
| Aug 2, 2021 | Rodney E Slater became a director |
| Aug 2, 2021 | Jay Leveton became President |
| Aug 2, 2021 | Brandt A. Vaughan became a director |
| May 24, 2021 | Indaba Capital Management, L.P. became a 10% owner |
| May 24, 2021 | Ic Gp, LLC became a 10% owner |
| May 24, 2021 | Derek C Schrier became a 10% owner |
| Oct 2, 2020 | Jonathan B. Mirsky reported in an SEC filing no longer being EVP, General Counsel |
| Jun 25, 2020 | Asha Daniere became a director |
| Jan 23, 2020 | Wade Oosterman became a director |
| Jun 28, 2019 | Seth Gardner became Chief Operating Officer |
| Jun 26, 2019 | Jonathan B. Mirsky became EVP, General Counsel |
| Jun 12, 2019 | Frank P Lanuto became EVP, Chief Financial Officer |
| Apr 8, 2019 | Charlene Barshefsky became a director |
| Mar 14, 2019 | Stagwell Group LLC became a 10% owner |
| Mar 14, 2019 | Stagwell Agency Holdings LLC became a 10% owner |
| Mar 14, 2019 | Mark Jeffery Penn became a director |
| Mar 14, 2019 | Mark Jeffery Penn became a 10% owner |
| Mar 14, 2019 | Mark Jeffery Penn became Chief Executive Officer |
| Jun 11, 2018 | Vincenzo Dimaggio became SVP, Chief Accounting Officer |
| Apr 26, 2018 | Desiree G Rogers became a director |
| Mar 13, 2017 | StoneBridge 2017, L.P. became a 10% owner |
| Mar 13, 2017 | StoneBridge 2017 Offshore, L.P. became a 10% owner |
| Mar 13, 2017 | Goldman Sachs Group Inc became a 10% owner |
| Mar 13, 2017 | Goldman Sachs & Co. LLC became a 10% owner |
| Mar 13, 2017 | Broad Street Principal Investments, L.L.C. became a 10% owner |
| Mar 13, 2017 | Bridge Street Opportunity Advisors, L.L.C. became a 10% owner |
| Mar 13, 2017 | Bradley J. Gross became a director |
| Mar 1, 2017 | Robert Andrew Kantor became EVP, Global Chief Marketing Officer |
| Mar 1, 2017 | David Corwin Ross became EVP, Strategy & Corporate Development |
| Nov 4, 2016 | Mitchell Gendel listed as Gen. Counsel & Corp. Secretary (previously Gen. Councel & Corp. Secretary) in SEC filings |
Not reported recently (22)
- Goldman Sachs & Co. LLC · Last reported as a 10% owner in an SEC filing dated Jun 17, 2024
- StoneBridge 2017 Offshore, L.P. · Last reported as a 10% owner in an SEC filing dated Jun 17, 2024
- Broad Street Principal Investments, L.L.C. · Last reported as a 10% owner in an SEC filing dated Jun 17, 2024
- Goldman Sachs Group Inc · Last reported as a 10% owner in an SEC filing dated Jun 17, 2024
- StoneBridge 2017, L.P. · Last reported as a 10% owner in an SEC filing dated Jun 17, 2024
- Bridge Street Opportunity Advisors, L.L.C. · Last reported as a 10% owner in an SEC filing dated Jun 17, 2024
- Derek C Schrier · Last reported as a 10% owner in an SEC filing dated May 28, 2021
- Ic Gp, LLC · Last reported as a 10% owner in an SEC filing dated May 28, 2021
- Indaba Capital Management, L.P. · Last reported as a 10% owner in an SEC filing dated May 28, 2021
- David Corwin Ross · Last reported as EVP, Strategy & Corporate Development in an SEC filing dated Mar 2, 2021
- Asha Daniere · Last reported as a director in an SEC filing dated Aug 11, 2020
- Daniel Steven Goldberg · Last reported as a director in an SEC filing dated Aug 2, 2019
- Seth Gardner · Last reported as Chief Operating Officer in an SEC filing dated Jun 28, 2019
- Anne Marie O'Donovan · Last reported as a director in an SEC filing dated May 20, 2019
- Stagwell Group LLC · Last reported as a 10% owner in an SEC filing dated Mar 26, 2019
- Stagwell Agency Holdings LLC · Last reported as a 10% owner in an SEC filing dated Mar 26, 2019
- Mitchell Gendel · Last reported as Gen. Counsel & Corp. Secretary in an SEC filing dated Mar 22, 2019
- Scott L Kauffman · Last reported as a director in an SEC filing dated Mar 20, 2019
- David B. Doft · Last reported as Chief Financial Officer in an SEC filing dated Mar 20, 2019
- Clare Copeland · Last reported as a director in an SEC filing dated Feb 22, 2019
- Robert Andrew Kantor · Last reported as EVP, Global Chief Marketing Officer in an SEC filing dated Mar 2, 2018
- Lawrence S Kramer · Last reported as a director in an SEC filing dated Jan 24, 2018
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.
STGW Proposed Insider Sales (Form 144)
Latest: 2026-07-31
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
1 filing
· $526K notice value
· 1 unique filer
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:
Frank Lanuto (1, $526K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-07-31 | Frank Lanuto | Officer | 62,000 | $526.4K | 2026-07-31 | Charles Schwab & Co., 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).
ETF Holders
67 ETFs hold STGW
25 shown · $182.23M total exposure · 0.03% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | HWO Hotchkis & Wiley Opportunities Fund | Nport | 2.70% | $24.3M | — | 2026-06-30 |
| 2 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.03% | $23.8M | $75.1B | 2026-10-20 |
| 3 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $21.4M | — | 2026-09-30 |
| 4 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.04% | $14.3M | — | 2026-10-20 |
| 5 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.04% | $13.5M | — | 2026-10-20 |
| 6 | VXF Vanguard Extended Market ETF | Vanguard | 0.01% | $9.6M | — | 2026-09-30 |
| 7 | FYC First Trust Small Cap Growth AlphaDEX® Fund | First Trust | 0.71% | $9.5M | $1.3B | 2026-10-20 |
| 8 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.03% | $9.3M | — | 2026-10-20 |
| 9 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.06% | $8.2M | $13.7B | 2026-10-20 |
| 10 | BSVO EA Bridgeway Omni Small-Cap Value ETF | Nport | 0.28% | $6.8M | — | 2026-06-30 |
| 11 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.03% | $4.9M | — | 2026-09-30 |
| 12 | FYX First Trust Small Cap Core AlphaDEX® Fund | First Trust | 0.34% | $4.6M | $1.4B | 2026-10-20 |
| 13 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.06% | $4.6M | — | 2026-10-20 |
| 14 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.00% | $4.2M | — | 2026-10-20 |
| 15 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.02% | $3.7M | — | 2026-05-31 |
| 16 | BSJT Invesco BulletShares 2029 High Yield Corporate Bond ETF | Invesco | 0.49% | $2.9M | — | 2026-10-20 |
| 17 | VOX Vanguard Communication Services ETF | Vanguard | 0.04% | $2.6M | — | 2026-09-30 |
| 18 | DCOR Dimensional US Core Equity 1 ETF | Dimensional | 0.01% | $2.4M | — | 2026-10-20 |
| 19 | AVSC Avantis U.S. Small Cap Equity ETF | Avantis | 0.07% | $2.1M | $3.1B | 2026-10-20 |
| 20 | VFMO Vanguard U.S. Momentum Factor ETF | Vanguard | 0.10% | $1.9M | — | 2026-10-20 |
| 21 | PRFZ Invesco RAFI US 1500 Small-Mid ETF | Nport | 0.06% | $1.7M | — | 2026-07-31 |
| 22 | EES WisdomTree U.S. SmallCap Fund | Nport | 0.22% | $1.6M | — | 2026-06-30 |
| 23 | VFMF Vanguard U.S. Multifactor ETF | Vanguard | 0.14% | $1.5M | — | 2026-10-20 |
| 24 | SFLO VictoryShares Small Cap Free Cash Flow ETF | Nport | 0.22% | $1.3M | — | 2026-06-30 |
| 25 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.00% | $1.3M | $97.4B | 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
$0.08
TTM Revenue
$3.04B
TTM Net Income
$16.19M
TTM Op. Cash Flow
$300.01M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q2 '26 | 2026-06-30 | $786.31M | $-8.12M | — | $90.20M |
| Q1 '26 | 2026-03-31 | $704.14M | $-12.97M | $-0.05 | $-26.49M |
| Q4 '25 | 2025-12-31 | $807.44M | $12.66M | $0.04 | $260.31M |
| Q3 '25 | 2025-09-30 | $743.00M | $24.62M | $0.09 | $-24.02M |
| Q2 '25 | 2025-06-30 | $706.82M | $-5.26M | $-0.02 | $114.75M |
| Q1 '25 | 2025-03-31 | $651.74M | $-2.92M | $-0.04 | $-60.01M |
| Q4 '24 | 2024-12-31 | $788.71M | $3.23M | $0.03 | $212.09M |
| Q3 '24 | 2024-09-30 | $711.28M | $3.27M | $0.03 | $-1.61M |
| Q2 '24 | 2024-06-30 | $671.17M | $-2.96M | $-0.03 | $-14.50M |
| Q1 '24 | 2024-03-31 | $670.06M | $-1.28M | — | $-53.12M |
| Q4 '23 | 2023-12-31 | $654.89M | $1.29M | — | $208.55M |
| Q3 '23 | 2023-09-30 | $617.57M | $653.00K | $0.01 | $16.60M |
Q2 2026 • period ending 2026-06-30 • filed 2026-07-31
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
111.50
P/B
3.32
P/S
0.75
EV/EBITDA
11.47
EV/Sales
1.19
ROE
2.4%
ROA
0.4%
Div Yield
0.00%
FCF Yield
13.18%
Debt/Equity
2.11
Current Ratio
—
Market Cap
$2.28B
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
9.43M
SI % of Float
11.71%
Days to Cover
7.31
Short Vol Ratio
60.1%
Free Float
80.51M
Float %
32.9%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-14