Tearsheet

TaskUs (TASK)


Market Price (11/18/2025): $11.2 | Market Cap: $1.0 Bil
Sector: Information Technology | Industry: IT Consulting & Other Services

TaskUs (TASK)


Market Price (11/18/2025): $11.2
Market Cap: $1.0 Bil
Sector: Information Technology
Industry: IT Consulting & Other Services

Investment Highlights Why It Matters Which of these 2 stories sounds closer for this stock?

1. Generates cash flow

The stock generated 4% or more of the share price (called cash flow yield), and shows moderate 10-15% or more growth.

2. Riding a trend

Think Tesla during the pandemic of 2020 when EVs were riding a cultural high, or Nvidia in the current AI boom, or even Figma. These companies don’t have enough yield, or, enough growth, or both - however - they are riding a trend. They have momentum. These can be more volatile - they don’t have the floor of strong cash flow


0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.2%
Weak multi-year price returns
2Y Excs Rtn is -61%, 3Y Excs Rtn is -117%
 
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 10%
  
2 Low stock price volatility
Vol 12M is 48%
  
3 Megatrend and thematic drivers
Megatrends include Artificial Intelligence, Social Media & Creator Economy, and E-commerce & Digital Retail. Themes include AI Data Labeling & Annotation, Show more.
  
0 Attractive yield
Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 6.2%
1 Attractive cash flow generation
CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 10%
2 Low stock price volatility
Vol 12M is 48%
3 Megatrend and thematic drivers
Megatrends include Artificial Intelligence, Social Media & Creator Economy, and E-commerce & Digital Retail. Themes include AI Data Labeling & Annotation, Show more.
4 Weak multi-year price returns
2Y Excs Rtn is -61%, 3Y Excs Rtn is -117%

Market Valuation & Key Metrics

TASK Stock


Why The Stock Moved


Qualitative Assessment

AI Generated Analysis | Feedback

Between July 31, 2025, and November 18, 2025, TaskUs (TASK) stock experienced a decline of approximately 33.3%. Several key factors contributed to this movement:



1. Termination of Proposed Take-Private Transaction: On October 8, 2025, TaskUs announced its expectation to terminate a proposed take-private transaction after a special meeting of stockholders. This event likely introduced uncertainty regarding the company's future valuation and strategic direction.

2. Morgan Stanley Downgrade: On September 9, 2025, Morgan Stanley downgraded TaskUs from an "Overweight" rating to "Equal-Weight" and reduced its price target from $21.00 to $16.50. This significant downgrade by a major analyst firm likely dampened investor sentiment.

Show more

Stock Movement Drivers

Return vs. Risk


Price Returns Compared

 202020212022202320242025Total [1]
Returns
TASK Return---69%-23%30%-33%-79%
Peers Return-1%2%-1%5%-16%-36%-43%
S&P 500 Return16%27%-19%24%23%13%107%

Monthly Win Rates [3]
TASK Win Rate-50%33%50%42%60% 
Peers Win Rate7%13%7%16%15%40% 
S&P 500 Win Rate58%75%42%67%75%70% 

Max Drawdowns [4]
TASK Max Drawdown---74%-52%-18%-32% 
Peers Max Drawdown-9%-1%-3%-0%-20%-49% 
S&P 500 Max Drawdown-31%-1%-25%-1%-2%-15% 


[1] Cumulative total returns since the beginning of 2020
[2] Peers: GIB, ARBB, GLE, GMM, LZMH.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2025 data is for the year up to 11/17/2025 (YTD)

How Low Can It Go

Unique KeyEventTASKS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-90.2%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven921.5%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days

Compare to GIB, ARBB, GLE, GMM, LZMH


In The Past

TaskUs's stock fell -90.2% during the 2022 Inflation Shock from a high on 9/23/2021. A -90.2% loss requires a 921.5% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth over time.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About TaskUs (TASK)

Better Bets than TaskUs (TASK)

Trade Ideas

Select past ideas related to TASK. For more, see Trefis Trade Ideas.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
ZBRA_10312025_Dip_Buyer_FCFYield10312025ZBRAZebra TechnologiesDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-13.6%-13.6%-13.6%
ACN_10312025_Dip_Buyer_ValueBuy10312025ACNAccentureDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-3.5%-3.5%-3.5%
ADBE_10312025_Dip_Buyer_ValueBuy10312025ADBEAdobeDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-4.5%-4.5%-4.5%
TXN_10312025_Monopoly_xInd_xCD_Getting_Cheaper10312025TXNTexas InstrumentsMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
-4.0%-4.0%-4.0%
MRVL_10242025_Monopoly_xInd_xCD_Getting_Cheaper10242025MRVLMarvell TechnologyMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
-0.8%-0.8%-0.8%
Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
ZBRA_10312025_Dip_Buyer_FCFYield10312025ZBRAZebra TechnologiesDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-13.6%-13.6%-13.6%
ACN_10312025_Dip_Buyer_ValueBuy10312025ACNAccentureDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-3.5%-3.5%-3.5%
ADBE_10312025_Dip_Buyer_ValueBuy10312025ADBEAdobeDip BuyDB | P/E OPMDip Buy with Low PE and High Margin
Buying dips for companies with tame PE and meaningfully high operating margin
-4.5%-4.5%-4.5%
TXN_10312025_Monopoly_xInd_xCD_Getting_Cheaper10312025TXNTexas InstrumentsMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
-4.0%-4.0%-4.0%
MRVL_10242025_Monopoly_xInd_xCD_Getting_Cheaper10242025MRVLMarvell TechnologyMonopolyMY | Getting CheaperMonopoly-Like with P/S Decline
Large cap with monopoly-like margins or cash flow generation and getting cheaper based on P/S multiple
-0.8%-0.8%-0.8%

Recent Active Movers

Recent Active Movers

More From Trefis

Peer Comparisons for TaskUs

Financials

TASKGIBARBBGLEGMMLZMHMedian
NameTaskUs CGI ARB IOT Global E.Global M.LZ Techn. 
Mkt Price11.4086.115.620.441.553.124.37
Mkt Cap1.018.9----10.0
Rev LTM1,10115,913----8,507
Op Inc LTM1112,612----1,361
FCF LTM481,964----1,006
FCF 3Y Avg981,904----1,001
CFO LTM1112,234----1,173
CFO 3Y Avg1372,184----1,160

Growth & Margins

TASKGIBARBBGLEGMMLZMHMedian
NameTaskUs CGI ARB IOT Global E.Global M.LZ Techn. 
Rev Chg LTM19.0%8.4%----13.7%
Rev Chg 3Y Avg6.8%7.4%----7.1%
Rev Chg Q23.6%9.7%----16.6%
QoQ Delta Rev Chg LTM5.4%2.3%----3.8%
Op Mgn LTM10.0%16.4%----13.2%
Op Mgn 3Y Avg10.0%16.4%----13.2%
QoQ Delta Op Mgn LTM0.2%0.1%----0.1%
CFO/Rev LTM10.1%14.0%----12.1%
CFO/Rev 3Y Avg14.0%14.6%----14.3%
FCF/Rev LTM4.4%12.3%----8.4%
FCF/Rev 3Y Avg10.2%12.7%----11.5%

Valuation

TASKGIBARBBGLEGMMLZMHMedian
NameTaskUs CGI ARB IOT Global E.Global M.LZ Techn. 
Mkt Cap1.018.9----10.0
P/S0.91.2----1.1
P/EBIT9.18.0----8.5
P/E16.311.4----13.8
P/CFO9.28.5----8.8
Total Yield6.2%8.8%----7.5%
Dividend Yield0.0%0.0%----0.0%
FCF Yield 3Y Avg8.3%8.5%----8.4%
D/E0.30.2----0.3
Net D/E0.10.2----0.2

Returns

TASKGIBARBBGLEGMMLZMHMedian
NameTaskUs CGI ARB IOT Global E.Global M.LZ Techn. 
1M Rtn-13.9%-1.1%-16.5%-29.3%-20.9%-3.7%-15.2%
3M Rtn-34.0%-8.5%28.9%-38.7%-34.0%-8.2%-21.2%
6M Rtn-31.6%-20.2%-41.5%-76.6%-45.0%-76.5%-43.2%
12M Rtn-17.2%-19.5%-21.9%-89.2%-56.7%--21.9%
3Y Rtn-42.2%1.3%-----20.5%
1M Excs Rtn-14.0%-1.3%-16.6%-29.4%-21.0%-3.8%-15.3%
3M Excs Rtn-38.3%-13.6%26.1%-42.1%-38.1%-6.6%-25.8%
6M Excs Rtn-43.5%-32.1%-53.3%-88.5%-56.9%-88.4%-55.1%
12M Excs Rtn-34.5%-34.4%-57.1%-100.3%-78.7%--57.1%
3Y Excs Rtn-117.0%-67.5%-----92.3%

Financials

Price Behavior

Short Interest

Short Interest: As Of Date10312025
Short Interest: Shares Quantity547,347
Short Interest: % Change Since 10152025-78.1%
Average Daily Volume372,257
Days-to-Cover Short Interest1.47
Basic Shares Quantity89,493,215
Short % of Basic Shares0.6%

Earnings Returns History

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 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
11/7/20254.5%-5.7% 
8/7/20250.1%1.4%7.0%
5/9/202517.2%16.3%16.0%
2/26/2025-7.6%-17.0%-12.0%
11/7/202421.8%-10.7%6.9%
8/8/2024-0.8%-10.3%-22.2%
5/8/20244.7%15.9%12.5%
2/28/20247.6%4.0%-6.0%
...
SUMMARY STATS   
# Positive1198
# Negative7910
Median Positive16.2%15.9%17.3%
Median Negative-14.5%-10.7%-19.8%
Max Positive37.2%41.7%104.0%
Max Negative-24.3%-31.8%-30.1%

SEC Filings

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Report DateFiling DateFiling
6302025807202510-Q 6/30/2025
3312025512202510-Q 3/31/2025
12312024306202510-K 12/31/2024
93020241107202410-Q 9/30/2024
6302024809202410-Q 6/30/2024
3312024510202410-Q 3/31/2024
12312023308202410-K 12/31/2023
93020231107202310-Q 9/30/2023
6302023809202310-Q 6/30/2023
3312023509202310-Q 3/31/2023
12312022306202310-K 12/31/2022
93020221108202210-Q 9/30/2022
6302022809202210-Q 6/30/2022
3312022510202210-Q 3/31/2022
12312021309202210-K 12/31/2021
93020211112202110-Q 9/30/2021

Insider Activity

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