Tearsheet

TaskUs (TASK)

Market Price (3/28/2026): $6.37 | Market Cap: $576.1 Mil
Sector: Information Technology | Industry: IT Consulting & Other Services

TaskUs (TASK)

Market Price (3/28/2026): $6.37
Market Cap: $576.1 Mil
Sector: Information Technology
Industry: IT Consulting & Other Services

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0	Attractive yield Total YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 18%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 13%, FCF Yield is 13%	Weak multi-year price returns 2Y Excs Rtn is -38%, 3Y Excs Rtn is -90%	Key risks TASK key risks include [1] potential cannibalization of its core business by its own growing AI services, Show more.
1	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%
2	Valuation becoming less expensive P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -65%
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 18%, ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is 13%, FCF Yield is 13%
1	Attractive cash flow generation CFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 12%
2	Valuation becoming less expensive P/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -65%
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 -38%, 3Y Excs Rtn is -90%
5	Key risks TASK key risks include [1] potential cannibalization of its core business by its own growing AI services, Show more.

Valuation, Metrics & Events

	3/28/26	2025	2024	2023	2022
Share Price CYE	$6.37	$11.79	$16.94	$13.07	$16.90
Market Cap CYE ($ Mil)	576.1	1,066.3	1,516.9	1,165.7	1,651.1
Total Debt ($ Mil)	297.7	297.7	305.2	311.6	311.6
Total Cash ($ Mil)	211.7	211.7	192.2	125.8	134.0
Enterprise Value ($ Mil)	662.2	1,364.0	1,822.1	1,477.3	1,962.7
Valuation Ratios
P/S TTM	0.5	0.9	1.5	1.3	1.7
P/EBIT TTM	3.7	6.9	15.8	12.0	21.6
P/E TTM	5.6	10.4	33.1	25.5	40.8
P/FCF TTM	7.8	14.5	15.2	10.3	16.0
Sector Ratios
P/S TTM (Sector)	3.4	3.6	3.8	3.5	2.9
P/EBIT TTM (Sector)	7.8	8.9	7.0	3.4	0.7
P/E TTM (Sector)	5.5	6.0	1.6	0.2	-0.1
P/FCF TTM (Sector)	12.1	14.7	17.4	15.7	12.5

	3/28/26	2025	2024
Share Price CYE	$6.37	$11.79	$16.94
Market Cap CYE ($ Mil)	576.1	1,066.3	1,516.9
Total Debt ($ Mil)	297.7	297.7	305.2
Total Cash ($ Mil)	211.7	211.7	192.2
Enterprise Value ($ Mil)	662.2	1,364.0	1,822.1
Valuation Ratios
P/S TTM	0.5	0.9	1.5
P/EBIT TTM	3.7	6.9	15.8
P/E TTM	5.6	10.4	33.1
P/FCF TTM	7.8	14.5	15.2
Sector Ratios
P/S TTM (Sector)	3.4	3.6	3.8
P/EBIT TTM (Sector)	7.8	8.9	7.0
P/E TTM (Sector)	5.5	6.0	1.6
P/FCF TTM (Sector)	12.1	14.7	17.4

	TASK	S&P 500
REVENUE GROWTH	GOOD
Rev LTM ($ Bil)	1.2
Rev Chg Q	14.1%	7.3%
Rev Chg LTM	19.0%	6.7%
Rev Chg 3Y Avg	7.6%	5.7%
PROFITABILITY	FAIR
Op Inc LTM ($ Bil)	0.1
CFO LTM ($ Bil)	0.1
Net Inc LTM ($ Bil)	0.1
Op Mgn LTM	11.9%	18.6%
CFO/Rev LTM	11.6%	20.7%
Net Inc Mgn	8.6%	12.8%
VALUATION	VERY LOW
P/S	0.5	3.1
P/CFO	4.2	14.8
P/FCF	7.8	19.4
P/E	5.6	23.7
STABILITY	GOOD
Debt/Equity	0.52	0.22
Cash/Assets	0.20	0.07

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Metric	Value	Date	Source
Worldwide Headcount	63,800	9302025	Link
Number of Clients	approximately 200	12312024	Link
Client Concentration (Revenue from largest client)	27%	9302025	Link
Number of Locations	28	12312024	Link
Countries of Operation	12	12312024	Link
Net Revenue Retention Rate	114%	12312022	Link
Clients with Revenue > $1 million	more than half of approximately 200	12312024	Link

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Price Chart

Return (1M):

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

TaskUs (TASK) stock has lost about 15% since 11/30/2025 because of the following key factors:

1. Conservative 2026 Guidance and AI Transformation Investments Indicate Decelerating Growth.

TaskUs provided a cautious outlook for 2026 during its Q4 2025 earnings report on February 25, 2026, which signaled a significant deceleration in revenue growth and anticipated margin pressure. The company guided for full-year 2026 revenue between $1.21 billion and $1.24 billion, with a midpoint of approximately 3.5% year-over-year growth. This contrasts sharply with the 19% year-over-year revenue growth reported for the full year 2025, reaching $1.184 billion. This conservative guidance also reflected increased investments of over $25 million in AI transformation and an onshore mix, along with specific risks from its largest client's automation plans.

2. Analyst Downgrades and Reduced Price Targets Following Outlook.

Following the release of TaskUs's Q4 2025 results and conservative 2026 guidance, several prominent analysts downgraded ratings or significantly cut price targets for the stock. For instance, Morgan Stanley downgraded TaskUs to "Hold" and reduced its price target from $17 to $12 on March 2, 2026. Similarly, RBC Capital maintained a "Sector Perform" rating but lowered its price target from $17 to $13 on February 26, 2026. These revisions contributed to a shift in consensus analyst ratings towards "Hold" and signaled a more cautious market sentiment.

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Stock Movement Drivers

Fundamental Drivers

The -13.6% change in TASK stock from 11/30/2025 to 3/27/2026 was primarily driven by a -31.0% change in the company's P/E Multiple.

(LTM values as of)	11302025	3272026	Change
Stock Price ($)	7.48	6.46	-13.6%
Change Contribution By:
Total Revenues ($ Mil)	1,145	1,184	3.4%
Net Income Margin (%)	7.1%	8.6%	21.5%
P/E Multiple	8.3	5.7	-31.0%
Shares Outstanding (Mil)	90	90	-0.3%
Cumulative Contribution			-13.6%

LTM = Last Twelve Months as of date shown

Market Drivers

11/30/2025 to 3/27/2026

	Return	Correlation
TASK	-13.6%
Market (SPY)	-5.3%	25.4%
Sector (XLK)	-9.1%	26.8%

Fundamental Drivers

The -43.4% change in TASK stock from 8/31/2025 to 3/27/2026 was primarily driven by a -64.9% change in the company's P/E Multiple.

(LTM values as of)	8312025	3272026	Change
Stock Price ($)	11.42	6.46	-43.4%
Change Contribution By:
Total Revenues ($ Mil)	1,101	1,184	7.5%
Net Income Margin (%)	5.7%	8.6%	51.7%
P/E Multiple	16.3	5.7	-64.9%
Shares Outstanding (Mil)	89	90	-1.0%
Cumulative Contribution			-43.4%

LTM = Last Twelve Months as of date shown

Market Drivers

8/31/2025 to 3/27/2026

	Return	Correlation
TASK	-43.4%
Market (SPY)	0.6%	19.0%
Sector (XLK)	-0.7%	18.1%

Fundamental Drivers

The -29.7% change in TASK stock from 2/28/2025 to 3/27/2026 was primarily driven by a -62.8% change in the company's P/E Multiple.

(LTM values as of)	2282025	3272026	Change
Stock Price ($)	9.20	6.46	-29.7%
Change Contribution By:
Total Revenues ($ Mil)	955	1,184	23.9%
Net Income Margin (%)	5.6%	8.6%	54.9%
P/E Multiple	15.4	5.7	-62.8%
Shares Outstanding (Mil)	89	90	-1.6%
Cumulative Contribution			-29.7%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2025 to 3/27/2026

	Return	Correlation
TASK	-29.7%
Market (SPY)	9.8%	21.5%
Sector (XLK)	15.9%	21.5%

Fundamental Drivers

The -42.4% change in TASK stock from 2/28/2023 to 3/27/2026 was primarily driven by a -77.3% change in the company's P/E Multiple.

(LTM values as of)	2282023	3272026	Change
Stock Price ($)	11.21	6.46	-42.4%
Change Contribution By:
Total Revenues ($ Mil)	945	1,184	25.2%
Net Income Margin (%)	4.6%	8.6%	86.5%
P/E Multiple	25.2	5.7	-77.3%
Shares Outstanding (Mil)	98	90	8.7%
Cumulative Contribution			-42.4%

LTM = Last Twelve Months as of date shown

Market Drivers

2/28/2023 to 3/27/2026

	Return	Correlation
TASK	-42.4%
Market (SPY)	69.4%	25.7%
Sector (XLK)	94.5%	21.6%

Return vs. Risk

Price Returns Compared

	2021	2022	2023	2024	2025	2026	Total [1]
Returns
TASK Return	74%	-69%	-23%	30%	-30%	-15%	-68%
Peers Return	23%	-6%	-18%	-18%	14%	-29%	-37%
S&P 500 Return	27%	-19%	24%	23%	16%	-5%	72%
Monthly Win Rates [3]
TASK Win Rate	57%	33%	50%	42%	58%	0%
Peers Win Rate	60%	45%	48%	43%	53%	0%
S&P 500 Win Rate	75%	42%	67%	75%	67%	33%
Max Drawdowns [4]
TASK Max Drawdown	-12%	-74%	-52%	-18%	-36%	-17%
Peers Max Drawdown	-13%	-32%	-37%	-40%	-19%	-33%
S&P 500 Max Drawdown	-1%	-25%	-1%	-2%	-15%	-5%

[1] Cumulative total returns since the beginning of 2021
[2] Peers: CNXC, TTEC, IBEX, G, CTSH.
[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] 2026 data is for the year up to 3/27/2026 (YTD)

How Low Can It Go

Unique Key	Event	TASK	S&P 500
2022 Inflation Shock	2022 Inflation Shock
2022 Inflation Shock% Loss	% Loss	-90.2%	-25.4%
2022 Inflation Shock% Gain to Breakeven	% Gain to Breakeven	921.5%	34.1%
2022 Inflation ShockTime to Breakeven	Time to Breakeven	Not Fully Recovered days	464 days

Compare to CNXC, TTEC, IBEX, G, CTSH

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.

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About TaskUs (TASK)

Business Description Analogies Products Customers Suppliers Management Key Risks Emerging Threats Market Size Revenue Drivers Capital Allocation

TaskUs, Inc. provides digital outsourcing services for companies worldwide. It offers digital customer experience that consists of omni-channel customer care services primarily delivered through digital channels; and other solutions, including customer care services for new product or market launches, trust and safety solutions, and customer acquisition solutions. The company also offers content security services, such as review and disposition of user and advertiser generated content, which include removal or labeling of policy violating, and offensive or misleading content; and artificial intelligence (AI) solutions that consist of data labeling, annotation, and transcription services for training and tuning AI algorithms through the process of machine learning. It serves clients in various industry segments within the digital economy, including e-commerce, FinTech, food delivery and ride sharing, gaming, HiTech, HealthTech, social media, and streaming media. The company was formerly known as TU TopCo, Inc. and changed its name to TaskUs, Inc. in December 2020. TaskUs, Inc. was founded in 2008 and is headquartered in New Braunfels, Texas.

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Here are 1-3 brief analogies for TaskUs:

TaskUs is like a modern, digitally-focused Teleperformance or Concentrix, specializing in customer support, content moderation, and AI data labeling for tech companies.
Think of TaskUs as a specialized Accenture or Capgemini for the digital economy, providing critical operational support like customer care, content security, and AI data services to fast-growing tech companies.

AI Analysis | Feedback

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Digital Customer Experience: TaskUs provides omni-channel customer care services, including support for new product launches, trust and safety, and customer acquisition, primarily delivered through digital channels.
Content Security Services: This involves reviewing and managing user and advertiser-generated content, such as removing or labeling policy-violating, offensive, or misleading material.
AI Data Solutions: TaskUs offers data labeling, annotation, and transcription services essential for training and refining artificial intelligence algorithms through machine learning processes.

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AI Analysis | Feedback

TaskUs (TASK) primarily provides digital outsourcing services to other companies rather than individuals.

The provided background information does not list specific major customer companies by name or their public symbols.

However, TaskUs serves clients in various industry segments within the digital economy. Based on the description, these major customer categories include:

E-commerce companies
FinTech companies
Food delivery and ride sharing companies
Gaming companies
HiTech companies
HealthTech companies
Social media companies
Streaming media companies

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Bryce Maddock, Chief Executive Officer, Co-Founder and Chairperson

Bryce Maddock co-founded TaskUs in 2008 and has served as its Chief Executive Officer since then. He leads the company's global operations. Prior to co-founding TaskUs, he was a Partner at Smarter Social Media, an Analyst with Rodman & Renshaw, and co-founder of MW Entertainment. His entrepreneurial endeavors began at age 19 when he and Jaspar Weir successfully operated an all-age nightclub in Los Angeles. Before co-founding TaskUs, he also worked as an investment banking analyst on Wall Street. Under his leadership, TaskUs is transitioning to a privately held company through an acquisition involving an affiliate of Blackstone, a private equity firm, with Maddock continuing in his role.

Balaji Sekar, Chief Financial Officer

Balaji Sekar joined TaskUs as Chief Financial Officer in August 2016. He brings over 20 years of finance and accounting experience across three continents. Before his tenure at TaskUs, Mr. Sekar served as Chief Financial Officer of PatientSafe Solutions from August 2015 to July 2016 and as Chief Financial Officer of Sutherland Healthcare Solutions from July 2013 to July 2015. He also held various senior-level positions at Sutherland Global Services and Sify Ltd. Mr. Sekar is a Chartered Accountant from India, holds a Bachelor of Commerce from the University of Madras, and an M.B.A. from The University of Chicago's Booth School of Business. He is also an angel investor.

Jaspar Weir, President & Co-Founder

Jaspar Weir co-founded TaskUs in 2008 with Bryce Maddock and has served as its President since. He focuses on leading TaskUs' transformational growth, corporate development activities, and the preservation of its company culture. Prior to co-founding TaskUs, he was a Partner at Smarter Social Media and co-founder of MW Entertainment. He also had an early entrepreneurial venture with Bryce Maddock, successfully operating an all-age nightclub. Weir, along with Maddock, is involved in the planned acquisition of TaskUs by an affiliate of Blackstone, a private equity firm, where he will continue in his role as President.

Stephan Daoust, Chief Operating Officer

Stephan Daoust serves as the Chief Operating Officer for TaskUs, overseeing the global delivery of operations and service delivery functions, including workforce management, facilities, business intelligence and data solutions, quality, recruiting, training, business continuity planning, program management office, and HR operations across multiple countries. Before joining TaskUs, Mr. Daoust was the Senior Vice President & Country Leader for Operations & Delivery at Concentrix Philippines, where he was responsible for managing 45 operating sites and 90,000 staff. He spent over 21 years at Concentrix, progressing through various roles, and also previously worked as Group VP & Vice President-Operations Northern EMEA at Convergys Corp.

Jarrod Johnson, Chief Customer Officer

Jarrod Johnson has been the Chief Customer Officer at TaskUs since January 2018, having previously served as the Senior Vice President of Business Development from October 2016 through December 2017. In his current role, he leads the departments of Sales & Business Development, Integrated Marketing, Client Services, Service Line Strategy, and Consulting. His prior experience includes roles as Group President & Senior Vice President at Conduent Business Services LLC, Principal at International Business Machines Corp., Strategy Consultant at Ernst & Young LLP, and Senior Vice President-Sales & Marketing at FacilitySource LLC.

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The following are key risks to the business of TaskUs (TASK):

Disruption from Artificial Intelligence: While TaskUs is actively growing its AI services segment, the widespread adoption of generative artificial intelligence technology poses a significant strategic risk. The same AI that TaskUs sells to clients could potentially automate many of the core customer experience (CX) and content moderation services that currently constitute a large portion of the company's revenue, leading to potential revenue cannibalization and short-term headwinds.
Client Concentration: TaskUs faces considerable risk due to its reliance on a concentrated client base. For instance, in the first quarter of 2025, the largest client accounted for 26% of its service revenue. In fiscal year 2024, Meta alone contributed 22% of revenue, with the top ten clients making up over half (56%) of total revenue. This high degree of client concentration means that a downturn, a change in outsourcing strategy, or a decision by a major client to bring services in-house could significantly impact TaskUs's financial performance.
Intense Competition and the Need for Continuous Innovation: The digital outsourcing industry is highly competitive, characterized by numerous existing players and the emergence of new competitors, including specialized AI service providers, who may offer similar or more advanced services, potentially at lower costs. To maintain its competitive advantage and market share, TaskUs must continuously invest in technology, talent, and process improvements, and demonstrate the ability to anticipate and adapt to rapidly evolving technological trends and client expectations.

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Advancements in artificial intelligence, particularly generative AI and automation technologies, directly threaten the demand for human-powered services in customer experience, content moderation, trust & safety, and routine data labeling/annotation, thereby reducing the need for TaskUs's core outsourcing offerings.

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The addressable markets for TaskUs's main products and services are as follows:

Product/Service	Addressable Market Size	Region	Source Year
Digital Customer Experience (Omni-channel Customer Care Services)	Approximately $123 billion in 2025	Global	2025
Content Security Services (Content Moderation Services)	USD 12.48 billion in 2025, projected to reach USD 42.36 billion by 2035	Global	2025
AI Solutions (Data Labeling, Annotation, and Transcription Services)	USD 1.96 billion in 2025, predicted to hit approximately USD 17.37 billion by 2034	Global	2025

AI Analysis | Feedback

TaskUs (symbol: TASK) is expected to drive future revenue growth over the next 2-3 years through several key initiatives:

Significant Growth in AI Services: TaskUs anticipates substantial revenue growth from its Artificial Intelligence (AI) services, which has been its fastest-growing segment. The company projects its AI services revenue to more than double in 2026, driven by strong demand in areas such as autonomous vehicles, robotics, and foundational model development. TaskUs is also actively investing over $25 million in 2026 for AI transformation and emerging growth initiatives, including the launch of an AI consulting practice to partner with leading agentic AI companies.
Expansion into Enterprise Clients and Regulated Industries: The company is focusing on deepening its expertise and expanding its reach with enterprise clients, particularly within regulated industries like Financial Services and Healthcare. This strategy involves investing in sales, operational, technology, and client service talent to cater to these specific sectors.
Cross-Selling and Deepening Existing Client Relationships: TaskUs demonstrated strong cross-selling capabilities in 2025, with revenue growth from clients utilizing more than one service line. The company also reported an increase in clients generating over $10 million in annual revenue, indicating a strategy to deepen engagements and expand offerings with existing customers.
Strategic Shift to Outcome-Based Solutions: TaskUs is undergoing a multi-year strategic transition from traditional time-based services to outcome-based solutions. In 2026, the company plans to offer a combined "technology plus talent" solution, where clients will pay a single price per contact with guaranteed resolution and cost savings, aiming to attract new clients and foster deeper relationships.

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Share Repurchases

TaskUs authorized a share repurchase program of up to $100 million in September 2022.
The share repurchase program was expanded by an additional $100 million in May 2023, increasing the total authorization to $200 million.
As of December 5, 2024, approximately $39.6 million remained available for further repurchases under the authorized program, which was extended through December 31, 2025.

Share Issuance

TaskUs completed its Initial Public Offering (IPO) on Nasdaq in 2021, raising approximately $280.5 million.
The number of outstanding shares was 97.34 million in 2021, 97.69 million in 2022, 89.18 million in 2023, 89.54 million in 2024, and 90.12 million in 2025.

Inbound Investments

In May 2025, TaskUs announced an agreement to be taken private by an affiliate of Blackstone and its co-founders for $16.50 per share, representing a total deal value of $1.62 billion.
This take-private transaction was not approved by stockholders in October 2025, and TaskUs remains a publicly listed company.

Outbound Investments

TaskUs acquired heloo, a Croatia-based digital customer service provider, for $55.09 million on April 15, 2022.
The acquisition of heloo included approximately $24 million in cash, 200,103 shares of TaskUs Class A common stock, and up to approximately $24 million in additional contingent consideration.

Capital Expenditures

Capital expenditures for the full year 2025 were $63.5 million, compared to $39.1 million in 2024, primarily driven by facility expansion to support revenue growth.
For the full year 2026, the purchase of property and equipment (capital expenditures) is expected to be approximately $60 million.
TaskUs plans to invest more than $25 million in 2026 towards AI transformation and emerging growth initiatives.

Interactive Breakdown

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Better Bets vs. TaskUs (TASK)

INDUSTRY: IT Consulting & Other Services

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Higher Op Mgn LTM (Value for TASK: 11.9%)

ZM (23.1%)

Zoom Communications

IBM (18.5%)

International Business Machines

IT (18.1%)

Gartner

CTSH (15.8%)

Cognizant Technology Solutions

ACN (15.7%)

Accenture

Higher CFO/Rev LTM (Value for TASK: 11.6%)

ZM (40.9%)

Zoom Communications

IT (19.9%)

Gartner

IBM (19.5%)

International Business Machines

ACN (18.1%)

Accenture

CTSH (13.7%)

Cognizant Technology Solutions

Higher FCF/Rev LTM (Value for TASK: 6.2%)

ZM (39.5%)

Zoom Communications

ACN (17.3%)

Accenture

IBM (17.0%)

International Business Machines

CTSH (12.3%)

Cognizant Technology Solutions

TOST (9.9%)

Toast

Higher Total Yield (Value for TASK: 17.5%)

PAGS (85.6%)

PagSeguro Digital

DTST (55.4%)

Data Storage

DXC (20.7%)

DXC Technology

SECTOR: Information Technology

Higher Rev Chg 3Y Avg | Lower P/S (Values for TASK: 7.6% | 0.5x)

SMCI (66.3% | 0.5x)

Super Micro Computer

STNE (21.3% | 0.2x)

StoneCo

PAGS (10.6% | 0.1x)

PagSeguro Digital

RPD (8.0% | 0.4x)

Rapid7

BKKT (516.8% | 0.1x)

Bakkt

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for TASK: 7.6% | 4.1x)

STNE (21.3% | 0.5x)

StoneCo

PAGS (10.6% | 0.4x)

PagSeguro Digital

Higher Rev Chg LTM (Value for TASK: 19.0%)

MU (85.5%)

Micron Technology

NVDA (65.5%)

NVIDIA

PLTR (56.2%)

Palantir Technologies

AMD (34.3%)

Advanced Micro Devices

AVGO (25.2%)

Broadcom

Higher Rev Chg 3Y Avg (Value for TASK: 7.6%)

NVDA (101.8%)

NVIDIA

MU (45.3%)

Micron Technology

AVGO (26.2%)

Broadcom

MSFT (14.4%)

Microsoft

ORCL (10.2%)

Oracle

Higher Op Mgn LTM (Value for TASK: 11.9%)

NVDA (60.4%)

NVIDIA

MU (48.4%)

Micron Technology

MSFT (46.7%)

Microsoft

AVGO (41.5%)

Broadcom

AAPL (32.4%)

Apple

Higher CFO/Rev LTM (Value for TASK: 11.6%)

MU (52.7%)

Micron Technology

MSFT (52.5%)

Microsoft

NVDA (47.6%)

NVIDIA

AVGO (43.5%)

Broadcom

AAPL (31.1%)

Apple

Higher FCF/Rev LTM (Value for TASK: 6.2%)

NVDA (44.8%)

NVIDIA

AVGO (42.3%)

Broadcom

AAPL (28.3%)

Apple

MSFT (25.3%)

Microsoft

MU (17.7%)

Micron Technology

Higher Total Yield (Value for TASK: 17.5%)

PAGS (85.6%)

PagSeguro Digital

WLTH (33.8%)

Wealthfront

PD (32.8%)

PagerDuty

DXC (20.7%)

DXC Technology

CCSI (18.2%)

Consensus Cloud Solutions

All Other Sectors

Higher Rev Chg 3Y Avg | Lower P/S (Values for TASK: 7.6% | 0.5x)

MCK (13.3% | 0.3x)

McKesson

CVS (7.7% | 0.2x)

CVS Health

CI (15.3% | 0.3x)

Cigna

ELV (8.4% | 0.3x)

Elevance Health

COR (10.5% | 0.2x)

Cencora

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for TASK: 7.6% | 4.1x)

IBKR (38.4% | 3.2x)

Interactive Brokers

JEF (16.1% | 1.9x)

Jefferies Financial

LAD (10.2% | 4.0x)

Lithia Motors

SNEX (32.4% | 2.8x)

StoneX

BTG (23.6% | 4.1x)

B2Gold

Higher Rev Chg LTM (Value for TASK: 19.0%)

LLY (44.7%)

Eli Lilly

BA (34.5%)

Boeing

META (22.2%)

Meta Platforms

SCHW (22.0%)

Charles Schwab

ISRG (20.5%)

Intuitive Surgical

Higher Rev Chg 3Y Avg (Value for TASK: 7.6%)

LLY (32.1%)

Eli Lilly

BRK-B (27.0%)

Berkshire Hathaway

META (19.9%)

Meta Platforms

GOOGL (12.5%)

Alphabet

AMZN (11.7%)

Amazon.com

Higher Op Mgn LTM (Value for TASK: 11.9%)

V (67.0%)

Visa

LLY (45.6%)

Eli Lilly

META (41.4%)

Meta Platforms

GOOGL (32.0%)

Alphabet

JNJ (27.2%)

Johnson & Johnson

Higher CFO/Rev LTM (Value for TASK: 11.6%)

META (57.6%)

Meta Platforms

GOOGL (40.9%)

Alphabet

LLY (25.8%)

Eli Lilly

AMZN (19.5%)

Amazon.com

TSLA (15.6%)

Tesla

Higher FCF/Rev LTM (Value for TASK: 6.2%)

META (22.9%)

Meta Platforms

GOOGL (18.2%)

Alphabet

LLY (9.2%)

Eli Lilly

XOM (7.3%)

Exxon Mobil

TSLA (6.6%)

Tesla

Higher Total Yield (Value for TASK: 17.5%)

FNMA (52.5%)

Federal National Mortgage Association Fannie Mae

CMCSA (24.2%)

Comcast

EIX (22.1%)

Edison International

ALL (21.4%)

Allstate

CHTR (17.9%)

Charter Communications

Best Bets in Information Technology

What You Pay

P/EBIT (Value for TASK: 3.8x)

APP (32.4x)

AppLovin

VRSN (19.9x)

VeriSign

NVDA (28.7x)

NVIDIA

QLYS (13.8x)

Qualys

ADEA (14.6x)

Adeia

ADBE (10.4x)

Adobe

GEN (6.6x)

Gen Digital

IDCC (15.2x)

InterDigital

ZM (20.5x)

Zoom Communications

YOU (24.9x)

Clear Secure

P/E (Value for TASK: 5.7x)

APP (38.7x)

AppLovin

VRSN (27.7x)

VeriSign

NVDA (33.9x)

NVIDIA

QLYS (15.5x)

Qualys

ADEA (23.8x)

Adeia

ADBE (13.4x)

Adobe

GEN (18.6x)

Gen Digital

IDCC (19.1x)

InterDigital

ZM (12.1x)

Zoom Communications

YOU (42.5x)

Clear Secure

What You Get

Rev Chg 3Y Avg (Value for TASK: 7.6%)

APP (40.7%)

AppLovin

VRSN (5.2%)

VeriSign

NVDA (101.8%)

NVIDIA

QLYS (11.0%)

Qualys

ADEA (1.1%)

Adeia

ADBE (10.8%)

Adobe

GEN (15.3%)

Gen Digital

IDCC (24.7%)

InterDigital

ZM (3.5%)

Zoom Communications

YOU (27.6%)

Clear Secure

Rev Chg LTM (Value for TASK: 19.0%)

APP (61.1%)

AppLovin

VRSN (6.4%)

VeriSign

NVDA (65.5%)

NVIDIA

QLYS (10.1%)

Qualys

ADEA (17.9%)

Adeia

ADBE (11.0%)

Adobe

GEN (21.5%)

Gen Digital

IDCC (-4.0%)

InterDigital

ZM (4.4%)

Zoom Communications

YOU (16.9%)

Clear Secure

Rev Chg Q (Value for TASK: 14.1%)

APP (65.9%)

AppLovin

VRSN (7.6%)

VeriSign

NVDA (73.2%)

NVIDIA

QLYS (10.1%)

Qualys

ADEA (53.3%)

Adeia

ADBE (12.0%)

Adobe

GEN (25.8%)

Gen Digital

IDCC (-37.4%)

InterDigital

ZM (5.3%)

Zoom Communications

YOU (16.7%)

Clear Secure

FCF/Rev 3Y Avg (Value for TASK: 9.5%)

APP (60.8%)

AppLovin

VRSN (58.3%)

VeriSign

NVDA (45.3%)

NVIDIA

QLYS (42.1%)

Qualys

ADEA (40.6%)

Adeia

ADBE (38.8%)

Adobe

GEN (37.6%)

Gen Digital

IDCC (37.4%)

InterDigital

ZM (36.9%)

Zoom Communications

YOU (35.8%)

Clear Secure

[1] Choosing top 10 best bets from each sector quarterly is an alpha producing strategy vs sector benchmark
[2] Historical annualized return of 24%, alpha of 2.9%, and sharpe of 1.04

Latest Trefis Analyses

	Title	Date
0	DASHBOARDS
1	TaskUs Earnings Notes	12/16/2025
2	Would You Still Hold TaskUs Stock If It Fell Another 30%?	10/17/2025
3	TaskUs (TASK) Operating Income Comparison	08/09/2025
4	TaskUs (TASK) Operating Cash Flow Comparison	08/09/2025
5	TaskUs (TASK) Debt Comparison	08/09/2025
6	TaskUs (TASK) EBITDA Comparison	08/09/2025
7	TaskUs (TASK) Net Income Comparison	08/09/2025
8	TaskUs (TASK) Tax Expense Comparison	08/09/2025
9	TaskUs (TASK) Revenue Comparison	08/09/2025
10	Why TaskUs Stock Moved: TASK Stock Has Lost 79% Since 2021 Fiscal End, Primarily Due To Unfavorable Change In Price To Sales Multiple (P/S)	08/08/2025
11	ARTICLES
12	Market Movers \| Winners: AIFF, KOD, NDLS \| Losers: MGN, WVE, TASK	03/27/2026

	Title
0	DASHBOARDS
1	TaskUs Earnings Notes
2	Would You Still Hold TaskUs Stock If It Fell Another 30%?
3	TaskUs (TASK) Operating Income Comparison
4	TaskUs (TASK) Operating Cash Flow Comparison
5	TaskUs (TASK) Debt Comparison
6	TaskUs (TASK) EBITDA Comparison
7	TaskUs (TASK) Net Income Comparison
8	TaskUs (TASK) Tax Expense Comparison
9	TaskUs (TASK) Revenue Comparison
10	Why TaskUs Stock Moved: TASK Stock Has Lost 79% Since 2021 Fiscal End, Primarily Due To Unfavorable Change In Price To Sales Multiple (P/S)
11	ARTICLES
12	Market Movers \| Winners: AIFF, KOD, NDLS \| Losers: MGN, WVE, TASK

Trade Ideas

Select ideas related to TASK.

Unique Key	Date	Ticker	Company	Category	Trade Strategy	6M Fwd Rtn	12M Fwd Rtn	12M Max DD
BMI_2282026_Insider_Buying_45D_2Buy_200K	02282026	BMI	Badger Meter	Insider	Insider Buys 45DStrong Insider Buying Companies with multiple insider buys in the last 45 days	0.0%	0.0%	0.0%
VRNS_2282026_Insider_Buying_45D_2Buy_200K	02282026	VRNS	Varonis Systems	Insider	Insider Buys 45DStrong Insider Buying Companies with multiple insider buys in the last 45 days	0.0%	0.0%	0.0%
ITRI_2272026_Dip_Buyer_FCFYield	02272026	ITRI	Itron	Dip Buy	DB \| FCFY OPMDip Buy with High FCF Yield and High Margin Buying dips for companies with high FCF yield and meaningfully high operating margin	0.0%	0.0%	0.0%
FSLR_2272026_Dip_Buyer_ValueBuy	02272026	FSLR	First Solar	Dip Buy	DB \| P/E OPMDip Buy with Low PE and High Margin Buying dips for companies with tame PE and meaningfully high operating margin	0.0%	0.0%	0.0%
PEGA_2272026_Dip_Buyer_ValueBuy	02272026	PEGA	Pegasystems	Dip Buy	DB \| P/E OPMDip Buy with Low PE and High Margin Buying dips for companies with tame PE and meaningfully high operating margin	0.0%	0.0%	0.0%

Recent Active Movers

Top Gainers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
AGX	Argan	7.8	37.9%	81.1%
TBN	Tamboran Resources	0.9	25.6%	59.4%
U	Unity Software	8.3	13.5%	-56.0%
ADMA	ADMA Biologics	2.2	11.6%	-49.3%
METC	Ramaco Resources	1.0	11.4%	-13.6%
MEOH	Methanex	5.0	9.7%	64.8%
PTON	Peloton Interactive	1.9	8.8%	-28.1%
OXM	Oxford Industries	0.5	8.7%	3.0%
REX	REX American Resources	1.6	8.3%	47.7%
SGML	Sigma Lithium	1.2	7.8%	-20.7%

Top Losers

Ticker	Company	Mkt Cap (B)	1D Rtn	YTD Rtn
BUR	Burford Capital	0.9	-47.1%	-53.6%
RCKT	Rocket Pharmaceuticals	0.4	-19.6%	7.4%
ZBIO	Zenas BioPharma	0.8	-17.8%	-49.8%
BKSY	BlackSky Technology	0.8	-17.2%	24.2%
PSNL	Personalis	0.6	-13.4%	-20.4%
SLS	SELLAS Life Sciences	0.5	-11.8%	15.8%
ANAB	AnaptysBio	1.6	-11.7%	18.4%
FLY	Firefly Aerospace	2.2	-11.6%	6.0%
INBX	Inhibrx Biosciences	0.9	-11.2%	-26.1%
YOU	Clear Secure	4.6	-11.2%	36.3%

Top Gainers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
BCPC	Balchem	5.4	610.4%	8.9%
KOD	Kodiak Sciences	2.0	66.3%	32.3%
OLPX	Olaplex	1.3	51.9%	50.7%
CAR	Avis Budget	5.2	48.6%	15.7%
TBN	Tamboran Resources	0.9	36.0%	59.4%
ELVN	Enliven Therapeutics	2.4	33.8%	152.1%
TROX	Tronox	1.4	30.1%	120.3%
BORR	Borr Drilling	1.8	28.7%	50.1%
BRZE	Braze	2.5	25.5%	-32.9%
INDI	Indie Semiconductor	0.6	24.6%	-9.6%

Top Losers

Ticker	Company	Mkt Cap (B)	1W Rtn	YTD Rtn
PIPR	Piper Sandler Cos	1.2	-75.2%	-12.4%
BUR	Burford Capital	0.9	-46.2%	-53.6%
WVE	WAVE Life Sciences	1.1	-45.9%	-62.6%
TASK	TaskUs	0.6	-37.8%	-15.9%
MAZE	Maze Therapeutics	1.4	-36.7%	-26.7%
ADMA	ADMA Biologics	2.2	-35.4%	-49.3%
CRCL	Circle Internet	21.5	-25.7%	18.1%
PLAY	Dave & Buster's Entertainment	0.3	-23.5%	-39.5%
EL	Estee Lauder Companies	24.3	-21.8%	-35.6%
NTSK	Netskope	1.9	-18.9%	-55.9%

Top Gainers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
SOC	Sable Offshore	1.8	133.2%	104.5%
DAWN	Day One Biopharmaceuticals	2.2	101.0%	129.7%
VG	Venture Global	42.7	85.4%	157.4%
AAOI	Applied Optoelectronics	6.2	82.9%	181.7%
TNGX	Tango Therapeutics	2.1	68.9%	117.4%
AXTI	AXT	2.7	63.3%	270.8%
BW	Babcock & Wilcox Enterprises	1.5	61.7%	134.4%
PARR	Par Pacific	3.3	61.6%	86.9%
LWLG	Lightwave Logic	0.9	61.5%	123.3%
SM	SM Energy	3.8	56.2%	76.5%

Top Losers

Ticker	Company	Mkt Cap (B)	1M Rtn	YTD Rtn
WVE	WAVE Life Sciences	1.1	-58.6%	-62.6%
BUR	Burford Capital	0.9	-51.4%	-53.6%
OLMA	Olema Pharmaceuticals	1.2	-44.0%	-45.3%
WING	Wingstop	4.3	-43.1%	-35.2%
FRMI	Fermi	3.7	-43.0%	-22.8%
PAR	PAR Technology	0.5	-43.0%	-64.7%
SES	SES AI	0.3	-42.6%	-45.1%
USAS	Americas Gold And Silver	1.5	-41.9%	7.6%
ITRG	Integra Resources	0.4	-41.0%	-36.2%
VITL	Vital Farms	0.6	-40.6%	-58.9%

Peer Comparisons

Peers to compare with:

Financials

	TASK	CNXC	TTEC	IBEX	G	CTSH	Median
Name	TaskUs	Concentr.	TTEC	IBEX	Genpact	Cognizan.
Mkt Price	6.46	26.42	2.22	26.40	36.58	59.73	26.41
Mkt Cap	0.6	1.6	0.1	0.4	6.3	28.6	1.1
Rev LTM	1,184	9,826	2,137	603	5,080	21,108	3,608
Op Inc LTM	141	610	96	55	760	3,327	375
FCF LTM	74	572	83	29	724	2,595	328
FCF 3Y Avg	95	500	19	28	562	2,145	297
CFO LTM	137	807	121	59	813	2,883	472
CFO 3Y Avg	140	717	69	46	640	2,446	390

Growth & Margins

	TASK	CNXC	TTEC	IBEX	G	CTSH	Median
Name	TaskUs	Concentr.	TTEC	IBEX	Genpact	Cognizan.
Rev Chg LTM	19.0%	2.2%	-3.2%	15.6%	6.6%	7.0%	6.8%
Rev Chg 3Y Avg	7.6%	16.6%	-4.3%	5.4%	5.2%	2.8%	5.3%
Rev Chg Q	14.1%	4.3%	0.4%	16.7%	5.6%	4.9%	5.3%
QoQ Delta Rev Chg LTM	3.4%	1.1%	0.1%	4.1%	1.4%	1.2%	1.3%
Op Mgn LTM	11.9%	6.2%	4.5%	9.0%	15.0%	15.8%	10.5%
Op Mgn 3Y Avg	10.5%	7.2%	4.6%	8.3%	14.6%	15.4%	9.4%
QoQ Delta Op Mgn LTM	1.1%	-0.1%	0.6%	0.2%	-0.1%	0.1%	0.1%
CFO/Rev LTM	11.6%	8.2%	5.7%	9.8%	16.0%	13.7%	10.7%
CFO/Rev 3Y Avg	13.7%	8.2%	3.0%	8.4%	13.3%	12.2%	10.3%
FCF/Rev LTM	6.2%	5.8%	3.9%	4.9%	14.3%	12.3%	6.0%
FCF/Rev 3Y Avg	9.5%	5.8%	0.8%	5.2%	11.7%	10.7%	7.6%

Valuation

	TASK	CNXC	TTEC	IBEX	G	CTSH	Median
Name	TaskUs	Concentr.	TTEC	IBEX	Genpact	Cognizan.
Mkt Cap	0.6	1.6	0.1	0.4	6.3	28.6	1.1
P/S	0.5	0.2	0.1	0.6	1.2	1.4	0.5
P/EBIT	3.8	-1.8	-1.1	6.5	7.8	8.1	5.1
P/E	5.7	-1.3	-0.6	8.0	11.4	12.8	6.9
P/CFO	4.3	2.0	0.9	6.0	7.7	9.9	5.1
Total Yield	17.5%	-72.5%	-178.6%	12.5%	10.7%	8.3%	9.5%
Dividend Yield	0.0%	5.5%	0.0%	0.0%	1.9%	0.5%	0.3%
FCF Yield 3Y Avg	7.7%	15.3%	3.8%	7.4%	7.6%	5.6%	7.5%
D/E	0.5	2.8	9.3	0.2	0.3	0.0	0.4
Net D/E	0.1	2.6	8.5	0.1	0.1	-0.0	0.1

Returns

	TASK	CNXC	TTEC	IBEX	G	CTSH	Median
Name	TaskUs	Concentr.	TTEC	IBEX	Genpact	Cognizan.
1M Rtn	-6.8%	-15.4%	4.2%	-7.0%	-2.8%	-2.6%	-4.8%
3M Rtn	-13.9%	-36.4%	-37.7%	-31.4%	-23.5%	-29.8%	-30.6%
6M Rtn	-44.3%	-43.6%	-32.5%	-35.6%	-12.6%	-10.0%	-34.1%
12M Rtn	-28.0%	-58.2%	-35.1%	4.6%	-26.7%	-21.6%	-27.3%
3Y Rtn	-31.6%	-76.4%	-93.6%	-3.6%	-15.1%	6.5%	-23.3%
1M Excs Rtn	0.9%	-9.8%	8.3%	-1.6%	0.8%	-0.2%	0.3%
3M Excs Rtn	-5.5%	-27.9%	-30.5%	-24.1%	-15.4%	-21.6%	-22.8%
6M Excs Rtn	-40.7%	-47.6%	-32.3%	-32.4%	-8.1%	-6.0%	-32.4%
12M Excs Rtn	-38.1%	-52.0%	-44.2%	-7.0%	-37.6%	-33.4%	-37.9%
3Y Excs Rtn	-90.3%	-138.2%	-155.4%	-63.9%	-75.9%	-52.4%	-83.1%

FDIC Bank Data

Bank Capital

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Bank Deposits

null

Bank Assets

null

Bank Loans

null

FDA Approved Drugs Data

Expand for Morenull

Financials

Annual
Quarterly

$ Mil \| FY: 12/31	LTM	2025	2024	2023	2022	2021	2020
Period End	12/31/2025	12/31/2025	12/31/2024	12/31/2023	12/31/2022	12/31/2021	12/31/2020
Filing Date	3/5/2026	3/5/2026	3/6/2025	3/8/2024	3/6/2023	3/9/2022	6/14/2021
Key Financials
Total Revenue	1,184	1,184	995	924	960	761	478
EBITDA	217	217	156	157	134	-7	91
Operating Income	141	141	92	96	84	-54	55
Net Income	102	102	46	46	40	-59	35
EPS	1.13	1.14	0.52	0.49	0.41	-0.62	0.35
Growth Rates
Total Revenue Growth	19.0%	19.0%	7.6%	-3.8%	26.3%	59.1%	32.9%
EBITDA Growth	38.9%	38.9%	-1.0%	17.3%	2142.2%	-107.2%	22.8%
Operating Income Growth	52.9%	52.9%	-4.2%	14.8%	254.8%	-198.6%	40.7%
Net Income Growth	123.0%	123.0%	0.4%	13.0%	168.9%	-270.0%	1.7%
Margins
EBITDA Margin	18.3%	18.3%	15.7%	17.0%	14.0%	-0.9%	19.0%
Operating Income Margin	11.9%	11.9%	9.3%	10.4%	8.7%	-7.1%	11.5%
Net Income Margin	8.6%	8.6%	4.6%	4.9%	4.2%	-7.7%	7.2%
Cash & Debt
Total Cash	212	212	192	126	134	64	108
Total Debt	298	298	305	312	312	238	245
Net Debt / (Cash)	86	86	113	186	178	175	137
Cash Flows
Net Cash from Operations	137	137	139	144	147	-33	59
Free Cash from Operations	74	74	100	113	103	-92	30
Returns to Shareholders
Dividends	0	-0	-0	-0	-0	50	-0
Share Repurchases	28	28	19	112	31	-0	-0

$ Mil \| FY: 12/31	2025Q4	2025Q3	2025Q2	2025Q1	2024Q4	2024Q3	2024Q2	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1
Period End	12/31/2025	9/30/2025	6/30/2025	3/31/2025	12/31/2024	9/30/2024	6/30/2024	3/31/2024	12/31/2023	9/30/2023	6/30/2023	3/31/2023
Filing Date	3/5/2026	11/7/2025	8/7/2025	5/12/2025	3/6/2025	11/7/2024	8/9/2024	5/10/2024	3/8/2024	11/7/2023	8/9/2023	5/9/2023
Key Financials Quarterly
Total Revenue	313	299	294	278	274	255	238	227	234	226	229	235
Ebitda	58	62	47	49	38	38	40	40	49	35	38	35
Operating Income	39	38	30	34	22	24	23	23	32	24	22	18
Net Income	30	31	20	21	9	13	13	12	16	10	10	10
EPS	0.33	0.35	0.22	0.23	0.10	0.14	0.14	0.13	0.18	0.11	0.10	0.10
Key Financials TTM
Total Revenue TTM	1,184	1,145	1,101	1,045	995	955	925	917	924	932	939	956
Ebitda TTM	217	196	172	166	156	167	164	162	157	155	148	136
Operating Income TTM	141	124	111	103	92	102	102	101	96	88	85	82
Net Income TTM	102	81	63	55	46	53	50	48	46	45	41	38
Growth Rates Quarterly
Total Revenue Growth	14.1%	17.0%	23.6%	22.1%	17.1%	13.2%	3.8%	-3.3%	-3.3%	-2.8%	-7.0%	-1.8%
EBITDA Growth	54.2%	63.3%	15.3%	24.9%	-23.0%	9.2%	6.1%	11.8%	5.0%	26.1%	43.0%	6.8%
Operating Income Growth	76.0%	57.3%	32.6%	46.3%	-31.5%	2.5%	2.6%	26.6%	37.7%	13.8%	14.7%	-10.1%
Net Income Growth	235.3%	147.1%	59.1%	80.5%	-45.6%	30.0%	24.3%	23.2%	3.4%	82.1%	31.1%	-17.9%
Margins Quarterly
EBITDA Margin	18.7%	20.8%	15.8%	17.8%	13.8%	14.9%	17.0%	17.4%	21.0%	15.4%	16.6%	15.0%
Operating Income Margin	12.4%	12.7%	10.3%	12.3%	8.0%	9.5%	9.6%	10.3%	13.7%	10.5%	9.7%	7.8%
Net Income Margin	9.5%	10.5%	6.8%	7.6%	3.2%	5.0%	5.3%	5.1%	6.9%	4.3%	4.4%	4.0%
Cash & Debt
Total Cash	212	210	182	197	192	180	171	165	126	115	154	167
Total Debt	298	308	313	306	305	309	301	304	312	312	308	311
Net Debt / (Cash)	86	98	131	109	113	129	130	139	186	197	155	144
Cash Flows Quarterly
FCF from Operations	30	54	17	36	41	17	30	51	40	22	39	44
Cash Flows TTM
FCF from Operations TTM	137	148	111	124	139	138	143	151	144	137	156	154
Returns to Shareholders Quarterly
Dividends	0	0	0	0	0	0	0	0	0	0	0	0
Share Repurchases	-0	-0	18	10	3	0	12	3	19	48	38	6
Return on Invested Capital (ROIC) Quarterly
ROIC	27.5%	25.6%	18.3%	20.2%	8.7%	13.5%	11.6%	11.5%	13.2%	10.6%	7.9%	6.4%
Return on Invested Capital (ROIC) TTM
ROIC TTM	24.1%	19.4%	15.3%	13.8%	11.6%	12.7%	12.9%	11.9%	10.2%	8.7%	7.6%	7.1%

Segment Financials

Revenue by Segment

$ Mil	2025	2024	2023	2022	2021
Digital Customer Experience	612	606	638	487	300
Trust & Safety	248	187	178	169	128
Artificial Intelligence (AI) Services	135	132	144	105	50
Total	995	924	960	761	478

Price Behavior

Price Behavior

Market Price	$6.46
Market Cap ($ Bil)	0.6
First Trading Date	06/11/2021
Distance from 52W High	-45.6%
	50 Days	200 Days
DMA Price	$7.33	$9.16
DMA Trend	down	down
Distance from DMA	-11.9%	-29.5%
	3M	1YR
Volatility	143.6%	79.1%
Downside Capture	1.02	0.52
Upside Capture	134.00	26.90
Correlation (SPY)	25.4%	21.9%

TASK Betas & Captures as of 2/28/2026

	1M	2M	3M	6M	1Y	3Y
Beta	2.02	1.62	1.57	0.82	0.69	1.00
Up Beta	-0.36	1.52	0.90	0.48	0.88	0.79
Down Beta	2.65	2.01	1.83	1.83	0.92	1.21
Up Capture	283%	105%	139%	-29%	8%	55%
Bmk +ve Days	9	20	31	70	142	431
Stock +ve Days	12	22	35	66	139	380
Down Capture	221%	179%	177%	114%	63%	105%
Bmk -ve Days	12	21	30	54	109	320
Stock -ve Days	9	19	26	58	108	363

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively

Based On 1-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with TASK
TASK	-26.7%	78.9%	-0.07	-
Sector ETF (XLK)	22.4%	26.8%	0.73	21.6%
Equity (SPY)	14.5%	18.9%	0.59	21.9%
Gold (GLD)	50.2%	27.7%	1.46	-6.2%
Commodities (DBC)	17.8%	17.6%	0.85	14.0%
Real Estate (VNQ)	0.4%	16.4%	-0.15	19.3%
Bitcoin (BTCUSD)	-21.0%	44.0%	-0.41	14.0%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Based On 5-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with TASK
TASK	-20.5%	74.2%	-0.01	-
Sector ETF (XLK)	15.4%	24.6%	0.56	36.5%
Equity (SPY)	11.8%	17.0%	0.54	39.3%
Gold (GLD)	20.7%	17.7%	0.96	4.5%
Commodities (DBC)	11.6%	18.9%	0.50	7.7%
Real Estate (VNQ)	3.0%	18.8%	0.07	35.9%
Bitcoin (BTCUSD)	4.7%	56.6%	0.30	18.1%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Based On 10-Year Data

	Annualized Return	Annualized Volatility	Sharpe Ratio	Correlation with TASK
TASK	-10.8%	74.2%	-0.01	-
Sector ETF (XLK)	20.8%	24.3%	0.79	36.5%
Equity (SPY)	14.0%	17.9%	0.67	39.3%
Gold (GLD)	13.3%	15.8%	0.70	4.5%
Commodities (DBC)	8.2%	17.6%	0.39	7.7%
Real Estate (VNQ)	4.7%	20.7%	0.19	35.9%
Bitcoin (BTCUSD)	66.9%	66.8%	1.06	18.1%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date	3132026
Short Interest: Shares Quantity	1.6 Mil
Short Interest: % Change Since 2282026	1.2%
Average Daily Volume	0.7 Mil
Days-to-Cover Short Interest	2.2 days
Basic Shares Quantity	90.4 Mil
Short % of Basic Shares	1.7%

Returns Analyses

	Title
0	Would You Still Hold TaskUs Stock If It Fell Another 30%?

Earnings Returns History

Expand for More

	Forward Returns
Earnings Date	1D Returns	5D Returns	21D Returns
2/25/2026	0.2%	5.8%	-5.6%
11/7/2025	4.5%	-5.7%	-2.2%
8/7/2025	0.1%	1.4%	7.0%
5/9/2025	17.2%	16.3%	16.0%
2/26/2025	-7.6%	-17.0%	-12.0%
11/7/2024	21.8%	-10.7%	6.9%
8/8/2024	-0.8%	-10.3%	-22.2%
5/8/2024	4.7%	15.9%	12.5%
...
SUMMARY STATS
# Positive	12	10	8
# Negative	7	9	11
Median Positive	13.2%	10.9%	17.3%
Median Negative	-14.5%	-10.7%	-12.0%
Max Positive	37.2%	41.7%	104.0%
Max Negative	-24.3%	-31.8%	-30.1%

	Forward Returns
2/25/2026	0.2%	5.8%	-5.6%
11/7/2025	4.5%	-5.7%	-2.2%
8/7/2025	0.1%	1.4%	7.0%
5/9/2025	17.2%	16.3%	16.0%
2/26/2025	-7.6%	-17.0%	-12.0%
11/7/2024	21.8%	-10.7%	6.9%
8/8/2024	-0.8%	-10.3%	-22.2%
5/8/2024	4.7%	15.9%	12.5%
2/28/2024	7.6%	4.0%	-6.0%
11/6/2023	17.9%	23.4%	18.5%
8/9/2023	-14.9%	-17.6%	-19.8%
5/8/2023	-2.7%	-6.4%	-3.2%
2/27/2023	-17.0%	-12.6%	-30.1%
11/7/2022	37.2%	41.7%	19.8%
8/8/2022	-24.3%	-31.8%	-29.2%
5/9/2022	-14.5%	-6.8%	-0.9%
2/28/2022	16.2%	3.0%	36.2%
11/10/2021	10.1%	1.7%	-27.1%
8/10/2021	22.1%	36.8%	104.0%
SUMMARY STATS
# Positive	12	10	8
# Negative	7	9	11
Median Positive	13.2%	10.9%	17.3%
Median Negative	-14.5%	-10.7%	-12.0%
Max Positive	37.2%	41.7%	104.0%
Max Negative	-24.3%	-31.8%	-30.1%

SEC Filings

Expand for More

Report Date	Filing Date	Filing
12/31/2025	03/05/2026	10-K
09/30/2025	11/07/2025	10-Q
06/30/2025	08/07/2025	10-Q
03/31/2025	05/12/2025	10-Q
12/31/2024	03/06/2025	10-K
09/30/2024	11/07/2024	10-Q
06/30/2024	08/09/2024	10-Q
03/31/2024	05/10/2024	10-Q
12/31/2023	03/08/2024	10-K
09/30/2023	11/07/2023	10-Q
06/30/2023	08/09/2023	10-Q
03/31/2023	05/09/2023	10-Q
12/31/2022	03/06/2023	10-K
09/30/2022	11/08/2022	10-Q
06/30/2022	08/09/2022	10-Q
03/31/2022	05/10/2022	10-Q

Recent Forward Guidance [BETA]

Latest: Q4 2025 Earnings Reported 2/25/2026 | Prior: Q3 2025 Earnings Reported 11/7/2025

Forward Guidance				Guidance Change
Metric	Low	Mid	High	% Chg	% Delta	Change	Prior
Q1 2026 Revenue	296.00 Mil	297.00 Mil	298.00 Mil	-2.1%		Lowered	Guidance: 303.40 Mil for Q4 2025
Q1 2026 Revenue Growth		6.9%		-34.9%	-3.7%	Lowered	Guidance: 10.6% for Q4 2025
Q1 2026 Operating Margin		19.0%		-4.0%	-0.8%	Lowered	Guidance: 19.8% for Q4 2025
2026 Revenue	1.21 Bil	1.23 Bil	1.24 Bil	4.3%		Raised	Guidance: 1.17 Bil for 2025
2026 Revenue Growth		3.5%		-80.6%	-14.5%	Lowered	Guidance: 18.0% for 2025
2026 Operating Margin		19.0%		-10.0%	-2.1%	Lowered	Guidance: 21.1% for 2025
2026 Free Cash Flow		100.00 Mil		0		Affirmed	Guidance: 100.00 Mil for 2025

Insider Activity

Expand for More

#	Owner	Title	Holding	Action	Filing Date	Price	Shares	Transacted Value	Value of Held Shares	Form
1	Johnson, Jarrod	Chief Customer Officer	Direct	Sell	12172025	12.03	17,827	214,411	77,047	Form
2	Johnson, Jarrod	Chief Customer Officer	Direct	Sell	11252025	17.25	10,869	187,522	418,090	Form
3	Johnson, Jarrod	Chief Customer Officer	Direct	Sell	8132025	17.04	24,233	412,930	412,930	Form
4	Johnson, Jarrod	Chief Customer Officer	Direct	Sell	3192025	13.60	21,437			Form
5	Johnson, Jarrod	Chief Customer Officer	Direct	Sell	3132025	13.25	15,460			Form

TASK Trade Sentinel

Stock Conviction

null

CONVICTION RATIONALE

null

STOCK ARCHETYPE

null

INVESTMENT THESIS

null

Mechanism: null

Supporting Evidence:

PRIMARY RISK

null

Mechanism: null

Supporting Evidence:

Key KPI Watchlist

KPI	Threshold	Rationale

Core Investment Debate

BULL VIEW

CORE TENSION

PREVAILING SENTIMENT

BEAR VIEW

Next 6 months: Risks and Catalysts

Timeline	Event & Metric To Watch

Key Events in Last 6 Months

Date	Event	Stock Impact

Risk Management

Position Sizing

null

Diversification Alternatives

How Is The Market Pricing TASK?

What will confirm the thesis

What will damage the thesis

Noise: Real but irrelevant to thesis

Repricing Catalyst

What TASK Makes & Who Pays

TTM figures based on

TASK Evolution: Price Return by Era

① Structure

② Volume / Momentum

③ Catalyst

Combined Score

0 / 12

1 Price Structure & Trend · ▾

2 Momentum ▾

3 Relative Strength vs. SPY ▾

4 Institutional Footprint & Volume ▾

5 Volatility ▾

6 Key Price Levels Range · Vol ▾

7 Earnings Reaction History ▾

8 How the Verdict Is Derived Three Pillars ▾

Pillar	Score
① Structure	0
② Vol / Mom	0
③ Catalyst	0

ℹ Bull Pillars: 0 · Bear Pillars: 0 · Combined Score: 0 →

External Quote Links

0	Y Finance	Barrons
1	TradingView	Morningstar
2	SeekingAlpha	ValueLine
3	Motley Fool	Robinhood
4	CNBC	Etrade
5	MarketWatch	Unusual Whales
6	YCharts	Perplexity Finance
7	FinViz

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TaskUs (TASK)

Market Price (3/28/2026): $6.37 | Market Cap: $576.1 MilSector: Information Technology | Industry: IT Consulting & Other Services

TaskUs (TASK)

Market Price (3/28/2026): $6.37Market Cap: $576.1 MilSector: Information TechnologyIndustry: IT Consulting & Other Services

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

Stock Movement Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Fundamental Drivers

Market Drivers

Return vs. Risk

Price Returns Compared

How Low Can It Go

In The Past

Preserve Wealth

Asset Allocation

About TaskUs (TASK)

Share Repurchases

Share Issuance

Inbound Investments

Outbound Investments

Capital Expenditures

Interactive Breakdown

Better Bets vs. TaskUs (TASK)

INDUSTRY: IT Consulting & Other Services

Higher Rev Chg 3Y Avg | Lower P/S (Values for TASK: 7.6% | 0.5x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for TASK: 7.6% | 4.1x)

Higher Rev Chg LTM (Value for TASK: 19.0%)

Higher Rev Chg 3Y Avg (Value for TASK: 7.6%)

Higher Op Mgn LTM (Value for TASK: 11.9%)

Higher CFO/Rev LTM (Value for TASK: 11.6%)

Higher FCF/Rev LTM (Value for TASK: 6.2%)

Higher Total Yield (Value for TASK: 17.5%)

SECTOR: Information Technology

Higher Rev Chg 3Y Avg | Lower P/S (Values for TASK: 7.6% | 0.5x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for TASK: 7.6% | 4.1x)

Higher Rev Chg LTM (Value for TASK: 19.0%)

Higher Rev Chg 3Y Avg (Value for TASK: 7.6%)

Higher Op Mgn LTM (Value for TASK: 11.9%)

Higher CFO/Rev LTM (Value for TASK: 11.6%)

Higher FCF/Rev LTM (Value for TASK: 6.2%)

Higher Total Yield (Value for TASK: 17.5%)

All Other Sectors

Higher Rev Chg 3Y Avg | Lower P/S (Values for TASK: 7.6% | 0.5x)

Higher Rev Chg 3Y Avg | Lower P/Op Inc (Values for TASK: 7.6% | 4.1x)

Higher Rev Chg LTM (Value for TASK: 19.0%)

Higher Rev Chg 3Y Avg (Value for TASK: 7.6%)

Higher Op Mgn LTM (Value for TASK: 11.9%)

Higher CFO/Rev LTM (Value for TASK: 11.6%)

Higher FCF/Rev LTM (Value for TASK: 6.2%)

Higher Total Yield (Value for TASK: 17.5%)

Best Bets in Information Technology

P/EBIT (Value for TASK: 3.8x)

P/E (Value for TASK: 5.7x)

Rev Chg 3Y Avg (Value for TASK: 7.6%)

Rev Chg LTM (Value for TASK: 19.0%)

Rev Chg Q (Value for TASK: 14.1%)

FCF/Rev 3Y Avg (Value for TASK: 9.5%)

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Market Price (3/28/2026): $6.37 | Market Cap: $576.1 Mil
Sector: Information Technology | Industry: IT Consulting & Other Services

Market Price (3/28/2026): $6.37
Market Cap: $576.1 Mil
Sector: Information Technology
Industry: IT Consulting & Other Services