Insperity (NSP)
Market Price (8/23/2026): $52.77 | Market Cap: $2.0 BilSector: Industrials | Industry: Human Resource & Employment Services
Insperity (NSP)
Market Price (8/23/2026): $52.77Market Cap: $2.0 BilSector: IndustrialsIndustry: Human Resource & Employment Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldDividend Yield is 4.5%, FCF Yield is 9.7% Megatrend and thematic driversMegatrends include Future of Work. Themes include HR Technology & Outsourcing, Employee Benefits Management, and Workforce Management Solutions. | Trading close to highsDist 52W High is -2.3% Weak multi-year price returns2Y Excs Rtn is -75%, 3Y Excs Rtn is -116% | Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -3.0 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 0.0% Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 91x Stock price has recently run up significantly6M Rtn6 month market price return is 137% Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 94% Key risksNSP key risks include [1] significant margin compression from escalating employee benefits and healthcare costs, Show more. |
| Attractive yieldDividend Yield is 4.5%, FCF Yield is 9.7% |
| Megatrend and thematic driversMegatrends include Future of Work. Themes include HR Technology & Outsourcing, Employee Benefits Management, and Workforce Management Solutions. |
| Trading close to highsDist 52W High is -2.3% |
| Weak multi-year price returns2Y Excs Rtn is -75%, 3Y Excs Rtn is -116% |
| Not profitable at operating income levelOp Inc LTMOperating Income, Last Twelve Months is -3.0 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is 0.0% |
| Expensive valuation multiplesP/EBITPrice/EBIT or Price/(Operating Income) ratio is 91x |
| Stock price has recently run up significantly6M Rtn6 month market price return is 137% |
| Valuation getting more expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is 94% |
| Key risksNSP key risks include [1] significant margin compression from escalating employee benefits and healthcare costs, Show more. |
Qualitative Assessment
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Insperity (NSP) stock has gained about 50% since 4/30/2026 because of the following key factors:
1. Significant Margin Recovery Initiatives and Improved Profitability.
Insperity's focus on margin recovery, a top priority for fiscal year 2026, has shown meaningful progress. During fiscal Q2 2026 (ended June 30, 2026), operating expenses decreased by 8% year-over-year to $211 million. This contributed to a 13% increase in Adjusted EBITDA to $36 million and a surge in reported net income to $4 million, turning around from a $5 million loss in the prior-year quarter. Management's strategic pricing, client retention actions, benefits plan design changes, and expense management initiatives are expected to drive further profit recovery throughout 2026.
2. Upgraded Full-Year Fiscal 2026 Earnings Guidance.
The company narrowed its fiscal year 2026 adjusted EPS guidance to $1.88-$2.43, representing an 83-136% year-over-year increase, from a previously wider range of $1.60-$2.60. Additionally, Insperity set its fiscal 2026 adjusted EBITDA guidance at $185-$225 million, projecting a 41-72% year-over-year growth. This revised outlook signals improved confidence and visibility into the company's future profitability and margin recovery efforts.
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Insperity (NSP) stock has gained about 50% since 4/30/2026 because of the following key factors:
1. Significant Margin Recovery Initiatives and Improved Profitability.
Insperity's focus on margin recovery, a top priority for fiscal year 2026, has shown meaningful progress. During fiscal Q2 2026 (ended June 30, 2026), operating expenses decreased by 8% year-over-year to $211 million. This contributed to a 13% increase in Adjusted EBITDA to $36 million and a surge in reported net income to $4 million, turning around from a $5 million loss in the prior-year quarter. Management's strategic pricing, client retention actions, benefits plan design changes, and expense management initiatives are expected to drive further profit recovery throughout 2026.
2. Upgraded Full-Year Fiscal 2026 Earnings Guidance.
The company narrowed its fiscal year 2026 adjusted EPS guidance to $1.88-$2.43, representing an 83-136% year-over-year increase, from a previously wider range of $1.60-$2.60. Additionally, Insperity set its fiscal 2026 adjusted EBITDA guidance at $185-$225 million, projecting a 41-72% year-over-year growth. This revised outlook signals improved confidence and visibility into the company's future profitability and margin recovery efforts.
3. Successful Launch and Traction of Insperity HRScale and AI Initiatives.
Insperity's new HRScale solution, developed in partnership with Workday and targeting mid-market clients, has gained significant early traction with nearly 8,000 sold accounts. This platform is anticipated to enhance revenue growth and operating leverage by attracting larger clients and enabling premium pricing. Furthermore, the company is leveraging AI initiatives to boost sales and operational efficiency.
4. Significant Insider Buying by CEO.
Insperity's CEO, Paul J. Sarvadi, demonstrated strong confidence in the company's prospects by acquiring 233,000 shares of NSP stock on June 3, 2026. This transaction amounted to approximately $7.93 million, exceeding the $5 million threshold for consideration, and increased his ownership by 26.69%. This substantial insider purchase served as a positive signal to investors.
5. Beat in Fiscal Q2 2026 Earnings Estimates.
For fiscal Q2 2026 (ended June 30, 2026), Insperity reported adjusted earnings per share (EPS) of $0.34, surpassing the analyst consensus estimate of $0.32 by 5.85%. The company also reported revenues of $1.7 billion, a 2% increase year-over-year, which exceeded analysts' expectations of $1.67 billion. Despite an initial dip in stock price following the announcement, these results indicated solid operational execution and disciplined cost management.
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Stock Movement Drivers
Fundamental Drivers
The 51.1% change in NSP stock from 4/30/2026 to 8/22/2026 was primarily driven by a 49.8% change in the company's P/S Multiple.| (LTM values as of) | 4302026 | 8222026 | Change |
|---|---|---|---|
| Stock Price ($) | 34.93 | 52.79 | 51.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 6,812 | 6,872 | 0.9% |
| P/S Multiple | 0.2 | 0.3 | 49.8% |
| Shares Outstanding (Mil) | 38 | 38 | 0.0% |
| Cumulative Contribution | 51.1% |
Market Drivers
4/30/2026 to 8/22/2026| Return | Correlation | |
|---|---|---|
| NSP | 51.1% | |
| Market (SPY) | 6.5% | -18.9% |
| Sector (XLI) | 3.2% | -17.5% |
Fundamental Drivers
The 29.3% change in NSP stock from 1/31/2026 to 8/22/2026 was primarily driven by a 27.2% change in the company's P/S Multiple.| (LTM values as of) | 1312026 | 8222026 | Change |
|---|---|---|---|
| Stock Price ($) | 40.82 | 52.79 | 29.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 6,757 | 6,872 | 1.7% |
| P/S Multiple | 0.2 | 0.3 | 27.2% |
| Shares Outstanding (Mil) | 38 | 38 | 0.0% |
| Cumulative Contribution | 29.3% |
Market Drivers
1/31/2026 to 8/22/2026| Return | Correlation | |
|---|---|---|
| NSP | 29.3% | |
| Market (SPY) | 11.0% | -7.8% |
| Sector (XLI) | 9.3% | -17.4% |
Fundamental Drivers
The -4.6% change in NSP stock from 7/31/2025 to 8/22/2026 was primarily driven by a -7.8% change in the company's P/S Multiple.| (LTM values as of) | 7312025 | 8222026 | Change |
|---|---|---|---|
| Stock Price ($) | 55.34 | 52.79 | -4.6% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 6,642 | 6,872 | 3.5% |
| P/S Multiple | 0.3 | 0.3 | -7.8% |
| Shares Outstanding (Mil) | 38 | 38 | 0.0% |
| Cumulative Contribution | -4.6% |
Market Drivers
7/31/2025 to 8/22/2026| Return | Correlation | |
|---|---|---|
| NSP | -4.6% | |
| Market (SPY) | 22.2% | 7.8% |
| Sector (XLI) | 19.8% | 1.0% |
Fundamental Drivers
The -49.1% change in NSP stock from 7/31/2023 to 8/22/2026 was primarily driven by a -54.6% change in the company's P/S Multiple.| (LTM values as of) | 7312023 | 8222026 | Change |
|---|---|---|---|
| Stock Price ($) | 103.63 | 52.79 | -49.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 6,131 | 6,872 | 12.1% |
| P/S Multiple | 0.6 | 0.3 | -54.6% |
| Shares Outstanding (Mil) | 38 | 38 | 0.0% |
| Cumulative Contribution | -49.1% |
Market Drivers
7/31/2023 to 8/22/2026| Return | Correlation | |
|---|---|---|
| NSP | -49.1% | |
| Market (SPY) | 73.2% | 18.3% |
| Sector (XLI) | 70.0% | 18.0% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| NSP Return | 50% | -2% | 5% | -32% | -48% | 41% | -23% |
| Peers Return | 39% | -8% | 26% | 12% | -27% | 21% | 59% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 103% |
Monthly Win Rates [3] | |||||||
| NSP Win Rate | 67% | 50% | 50% | 25% | 25% | 75% | |
| Peers Win Rate | 63% | 40% | 57% | 60% | 42% | 70% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| NSP Max Drawdown | -14% | -28% | -27% | -38% | -65% | -57% | |
| Peers Max Drawdown | -14% | -28% | -19% | -19% | -38% | -33% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: ADP, PAYX, TNET, BBSI, RHI. See NSP Returns vs. Peers.
[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 8/21/2026 (YTD)
How Low Can It Go
| Event | NSP | S&P 500 |
|---|---|---|
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -27.6% | -24.5% |
| % Gain to Breakeven | 38.1% | 32.4% |
| Time to Breakeven | 238 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -63.4% | -33.7% |
| % Gain to Breakeven | 173.0% | 50.9% |
| Time to Breakeven | 148 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -25.3% | -19.2% |
| % Gain to Breakeven | 33.9% | 23.8% |
| Time to Breakeven | 49 days | 105 days |
| 2016-2017 Trump Reflation Bond Selloff | ||
| % Loss | -12.1% | -3.7% |
| % Gain to Breakeven | 13.8% | 3.9% |
| Time to Breakeven | 103 days | 6 days |
| 2015-2016 China Devaluation / Global Growth Scare | ||
| % Loss | -12.9% | -12.2% |
| % Gain to Breakeven | 14.7% | 13.9% |
| Time to Breakeven | 92 days | 62 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -33.8% | -17.9% |
| % Gain to Breakeven | 51.1% | 21.8% |
| Time to Breakeven | 140 days | 123 days |
In The Past
Insperity's stock fell 0.0% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 0.0% gain to breakeven.
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Asset Allocation
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| Event | NSP | S&P 500 |
|---|---|---|
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -27.6% | -24.5% |
| % Gain to Breakeven | 38.1% | 32.4% |
| Time to Breakeven | 238 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -63.4% | -33.7% |
| % Gain to Breakeven | 173.0% | 50.9% |
| Time to Breakeven | 148 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -25.3% | -19.2% |
| % Gain to Breakeven | 33.9% | 23.8% |
| Time to Breakeven | 49 days | 105 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -33.8% | -17.9% |
| % Gain to Breakeven | 51.1% | 21.8% |
| Time to Breakeven | 140 days | 123 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -54.7% | -53.4% |
| % Gain to Breakeven | 120.8% | 114.4% |
| Time to Breakeven | 721 days | 1085 days |
| Summer 2007 Credit Crunch | ||
| % Loss | -22.4% | -8.6% |
| % Gain to Breakeven | 28.9% | 9.5% |
| Time to Breakeven | 57 days | 47 days |
In The Past
Insperity's stock fell 0.0% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 0.0% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Insperity (NSP)
Insperity, Inc. (NSP) is a human resources (HR) and business solutions provider dedicated to improving the performance of small and medium-sized businesses. The company primarily operates through a Professional Employer Organization (PEO) model, offering comprehensive HR outsourcing solutions that allow clients to manage their human capital more effectively and focus on their core business operations.
The company's main services include a wide array of HR functions such as payroll and employment administration, employee benefits management, workers' compensation, and government compliance. Insperity provides integrated platforms like Workforce Optimization, Workforce Synchronization, and Insperity Premier—a cloud-based human capital management solution. It also offers Workforce Acceleration for payroll and HR services, and MarketPlace, an e-commerce portal for various business products and services.
Insperity's core clientele consists of small and medium-sized businesses, with specialized solutions also available for the middle market. The company maintains a strong national presence, serving its diverse client base through 85 sales offices located across the United States.
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Insperity is like **ADP or Paychex, but for a full-service, outsourced HR department, including PEO (Professional Employer Organization) services for small and medium-sized businesses.**
Alternatively, Insperity is like the **Amazon for human resources services for small and medium-sized businesses, offering everything from payroll to benefits to compliance in one place.**
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- Workforce Optimization and Workforce Synchronization: These solutions provide comprehensive HR services including payroll, benefits, workers' compensation, compliance, performance management, and training for small and medium-sized businesses.
- Insperity Premier: A cloud-based human capital management platform that offers professional employer organization (PEO) HR outsourcing solutions, personnel record management, and employer liability management.
- Workforce Acceleration: This human capital management and payroll services solution assists clients with various HR functions including time tracking, performance management, organizational planning, recruiting, and employment screening.
- MarketPlace: An e-commerce portal offering a diverse range of products and services for businesses.
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Insperity (NSP) primarily sells its human resources and business solutions to other companies, specifically **small and medium-sized businesses (SMBs)** and **middle-market companies**.
Due to the nature of its business model as a professional employer organization (PEO), Insperity serves a highly diversified client base across various industries. As a result, no single customer or a small group of customers accounts for a significant portion of Insperity's revenues (typically 10% or more). Therefore, there are no individually identifiable "major customer companies" that are publicly disclosed or represent a substantial concentration of revenue for Insperity.
It is not possible to list specific names of customer companies and their symbols, as no single client or small group of clients constitutes a major customer for Insperity in the traditional sense.
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Paul J. Sarvadi, Chairman and Chief Executive Officer
Paul J. Sarvadi co-founded Insperity in 1986, pioneering the HR outsourcing industry. Prior to Insperity, he started and operated several small companies. He led Insperity to become a publicly traded company in 1997. Mr. Sarvadi served as President and a board member of the National Association of Professional Employer Organizations (NAPEO) for five years. He was honored as the 2001 National Ernst & Young Entrepreneur of the Year for service industries and inducted into the Texas Business Hall of Fame in 2007. He is also the author of "Take Care of Your People: The Enlightened CEO's Guide to Business Success."
James D. Allison, Executive Vice President of Finance, Chief Financial Officer and Treasurer
James D. Allison became Insperity's Chief Financial Officer on November 15, 2024, succeeding Douglas S. Sharp. He joined Insperity in 1997 and has held various finance roles of increasing responsibility. Mr. Allison was promoted to Senior Vice President of Pricing and Cost Analysis in 2011. Before his current appointment, he served as executive vice president of comprehensive benefits solutions and chief profitability officer starting in May 2023.
A. Steve Arizpe, President and Chief Operating Officer
A. Steve Arizpe serves as President and Chief Operating Officer for Insperity. He joined the company in 1989 as Houston sales manager and has since held various leadership positions, including regional sales manager, national sales manager, vice president of sales, and executive vice president of client services. Earlier in his career, he held sales and sales management roles at NCR Corporation and Clarke American. Mr. Arizpe has also served as a director in the Texas Chapter of the National Association of Professional Employer Organizations (NAPEO).
Christian P. Callens, Senior Vice President of Legal, General Counsel and Secretary
Christian P. Callens has been Insperity's Senior Vice President, Legal, General Counsel, and Secretary since January 2024. He began his tenure at Insperity in January 2014 as Managing Counsel and Assistant Secretary, where he led the Transactions and Corporate Law Practice Group. He was later promoted to Deputy General Counsel, Managing Counsel & Assistant Secretary in October 2022. Prior to joining Insperity, Mr. Callens was counsel in the corporate practice of Skadden, Arps, Slate, Meagher & Flom LLP and also held an executive position at a privately-held technology company.
Kathy Johnson, Executive Vice President of Strategic Development
Kathy Johnson is the Executive Vice President of Strategic Development for Insperity. Since joining the company in 2002, she has taken on various leadership roles across operations, sales, and technology. Her previous position was senior vice president of middle market operations, where she managed both sales and operations for Insperity's largest customer segments. In her current role, Ms. Johnson is responsible for developing and executing the company's long-range strategies and growth initiatives, including data and analytics.
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Here are the key risks to Insperity's business:
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Elevated and Volatile Healthcare Costs: Insperity assumes liability for client employee benefits costs, particularly health insurance. Rapid shifts in healthcare costs due to factors like new technologies (e.g., AI and GLP-1 drugs) and increased utilization can lead to significant margin compression and make accurate pricing challenging. This volatility directly impacts the company's profitability and has been cited as a primary reason for recent stock declines and earnings misses.
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Economic Downturns and Client Hiring Sensitivity: Insperity's revenue is directly tied to the number of employees on its clients' payrolls, known as worksite employees (WSEs). Economic uncertainties, such as a recession or market downturn, can lead to layoffs or slower hiring among its small and medium-sized business (SMB) clientele, directly reducing Insperity's revenue and profitability.
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Uncertainty in HRScale/Workday Partnership Success: Insperity is making a substantial investment in modernizing its technology platform through a partnership with Workday, specifically the HRScale project. There is a risk that this partnership may not generate the anticipated demand from mid-sized businesses, leading to inefficient capital deployment and potential margin contraction due to platform license fees. The success of this strategic initiative is crucial for enhancing client retention and long-term competitiveness.
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Expected Drivers of Future Revenue Growth for Insperity (NSP)
Over the next two to three years, Insperity (NSP) is expected to drive revenue growth through several key initiatives and market dynamics:- Growth in Worksite Employees (WSEEs) and Client Acquisition: Despite recent macroeconomic headwinds impacting net hiring in its client base, Insperity's fundamental revenue growth driver remains the increase in the number of average paid worksite employees (WSEEs) and acquiring new clients. The company exited 2025 with a 1.1% increase in average paid WSEEs in Q4 and expects a potential year-over-year change between -1.5% and +1.5% for 2026, aiming to regain growth momentum. High client retention rates, averaging 99% per month in Q3 2025, also contribute to a stable base for growth.
- Strategic Partnership with Workday and HRScale Solution: A significant future growth driver is Insperity's exclusive strategic partnership with Workday and the rollout of their joint "HRScale" solution. This offering is specifically designed to target mid-market clients, an expansion beyond its traditional small and medium-sized business (SME) focus, and is anticipated to enhance growth potential and client retention in this segment starting in 2026. Insperity views this partnership as a potential "game changer" to elevate its long-term growth trajectory.
- Pricing Strategy and Increased Revenue per WSEE: Insperity has been actively implementing and adjusting its pricing strategy to manage costs, particularly elevated healthcare benefit expenses, and to increase revenue per worksite employee (WSEE). In Q4 2025, revenue per WSEE increased by 2% due to higher pricing. This ongoing focus on pricing adjustments is a crucial component of future revenue expansion.
- Launch and Expansion of New HR Solutions (HR360, HRCore): The company is updating its HR solutions portfolio, including offerings like HR360 and HRCore, which are designed to support retention and attract new clients. These solutions align with Insperity's strategy to expand further into the mid-market and provide higher-value HR services. Solid new booked HR360 sales were reported at the end of 2025, indicating potential for these offerings to contribute to growth.
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Share Repurchases
- In 2025, Insperity repurchased approximately 232,000 shares of its common stock at a cost of $19 million.
- During 2024, the company repurchased approximately 697,000 shares for $63 million. As of December 31, 2024, approximately 1.45 million shares remained authorized for repurchase under its program.
- In 2023, Insperity repurchased approximately 1,259,000 shares of common stock at a cost of $131.5 million.
Share Issuance
- In 2025, a long-term incentive plan was approved for executives, involving the potential award of 400,000 and 100,000 shares, respectively, based on Insperity's share price on June 30, 2030.
- Phantom stock performance units granted in 2023 under the Long-Term Incentive Program vested over three years, with the final performance conditions certified, leading to conversion into common stock.
Outbound Investments
- Insperity has invested in a strategic partnership with Workday for the implementation of its HRScale platform, a "significant transformation" aimed at driving growth.
- The company spent approximately $57 million in 2024 and $48 million in 2025 on this Workday strategic partnership, with these amounts primarily included in operating expenses.
- The total investment in the Workday platform over a three-year period is approximately $150 million, with expenses related to this partnership expected to decrease to $33 million in 2026.
Capital Expenditures
- Capital expenditures were $31 million in 2025.
- Capital expenditures totaled $38 million in 2024.
- In 2023, capital expenditures amounted to $40.1 million.
- Expected capital expenditures for 2026 are projected to be between $40 million and $45 million.
Peer Outperformance in Human Resource & Employment Services
| Ticker | Name | Rev Growth 3Y Avg | P/E | 1Y | 3Y | 5Y | 5Y Gap |
|---|---|---|---|---|---|---|---|
| NSP | Insperity | 3.0% | -125.4x | 2.2% | -39.3% | -40.9% | — |
| ADP | Automatic Data Processing | 6.8% | 25.4x | -6.3% | 20.1% | 48.0% | +89pp |
| KFY | Korn Ferry | 0.5% | 16.3x | 14.7% | 77.1% | 35.3% | +76pp |
| TNET | Trinet | -0.4% | 18.5x | 4.5% | -31.1% | -20.0% | +21pp |
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Construction & Engineering | 31 | 25.2% | 124.1% | 212.2% | CDNL 3246% · STRL 2222% · FIX 2131% |
| Marine Transportation | 4 | 57.9% | 63.7% | 157.4% | MATX 216% · KEX 161% · SFL 154% |
| Construction Machinery & Heavy Transportation Equipment | 13 | 12.3% | 66.1% | 122.9% | CAT 331% · ALSN 288% · WAB 250% |
| Aerospace & Defense | 55 | 11.1% | 64.4% | 80.5% | DFNS 2451% · ATI 1049% · FTAI 981% |
| Passenger Ground Transportation | 3 | -5.7% | 63.0% | 69.8% | UBER 92% · CAR 70% · LYFT -63% |
| Industrial Machinery & Supplies & Components | 71 | 11.5% | 54.1% | 52.8% | CRS 1464% · PSIX 846% · GHM 746% |
| Rail Transportation | 7 | 38.3% | 73.7% | 47.8% | FSTR 119% · CSX 63% · UNP 54% |
| Cargo Ground Transportation | 16 | 35.7% | 14.2% | 45.8% | XPO 275% · R 270% · CVLG 222% |
| Trading Companies & Distributors | 18 | 2.2% | 36.1% | 42.3% | DXPE 524% · AIT 305% · URI 238% |
| Diversified Support Services | 34 | 8.9% | 35.0% | 36.3% | LIME 4674% · TH 422% · WLFC 348% |
| Electrical Components & Equipment | 40 | 26.1% | 45.5% | 34.9% | POWL 2415% · BE 869% · VRT 864% |
| Building Products | 33 | -8.8% | 13.6% | 29.1% | LMB 434% · GFF 422% · PPIH 292% |
| Industrial Conglomerates | 17 | 15.8% | 24.1% | 7.1% | RCMT 755% · CSW 151% · TTI 149% |
| Environmental & Facilities Services | 28 | -8.3% | 17.9% | 4.7% | CECO 888% · ADUR 661% · GEO 327% |
| Office Services & Supplies | 10 | 14.0% | 24.2% | 4.0% | TILE 192% · PBI 166% · EBF 55% |
| Research & Consulting Services | 13 | -7.2% | -18.7% | -4.2% | HURN 227% · CRAI 95% · GRNQ 18% |
| Agricultural & Farm Machinery | 17 | -1.2% | -6.2% | -15.7% | BLBD 202% · DE 91% · GENC 67% |
| Data Processing & Outsourced Services | 6 | -30.4% | -9.6% | -25.0% | EXLS 56% · BR 15% · G -23% |
| Passenger Airlines | 11 | 5.9% | -5.9% | -26.7% | LTM 2282% · UAL 149% · SKYW 144% |
| Human Resource & Employment Services ← | 20 | 4.5% | -19.0% | -35.2% | BBSI 88% · ADP 48% · KFY 35% |
| Air Freight & Logistics | 12 | -16.2% | -24.2% | -37.3% | CHRW 78% · FDX 68% · EXPD 61% |
| Security & Alarm Services | 10 | -36.2% | -18.0% | -43.5% | CIX 112% · MG 91% · BCO 52% |
| Airport Services | 3 | -69.1% | -72.2% | -59.7% | JOBY -27% · ASLE -60% · UP -100% |
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 61.64 |
| Mkt Cap | 3.9 |
| Rev LTM | 5,903 |
| Op Inc LTM | 177 |
| FCF LTM | 252 |
| FCF 3Y Avg | 320 |
| CFO LTM | 313 |
| CFO 3Y Avg | 385 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 4.1% |
| Rev Chg 3Y Avg | 4.5% |
| Rev Chg Q | 2.7% |
| QoQ Delta Rev Chg LTM | 0.7% |
| Op Inc Chg LTM | -5.1% |
| Op Inc Chg 3Y Avg | -4.3% |
| Op Mgn LTM | 5.2% |
| Op Mgn 3Y Avg | 5.9% |
| QoQ Delta Op Mgn LTM | 0.0% |
| CFO/Rev LTM | 6.2% |
| CFO/Rev 3Y Avg | 7.3% |
| FCF/Rev LTM | 5.0% |
| FCF/Rev 3Y Avg | 6.1% |
Valuation
| Median | |
|---|---|
| Name | |
| Mkt Cap | 3.9 |
| P/S | 0.8 |
| P/Op Inc | 16.7 |
| P/EBIT | 17.7 |
| P/E | 24.3 |
| P/CFO | 17.4 |
| Total Yield | 6.6% |
| Dividend Yield | 3.0% |
| FCF Yield 3Y Avg | 5.1% |
| D/E | 0.1 |
| Net D/E | -0.0 |
Returns
| Median | |
|---|---|
| Name | |
| 1M Rtn | 14.6% |
| 3M Rtn | 46.8% |
| 6M Rtn | 60.8% |
| 12M Rtn | -2.0% |
| 3Y Rtn | -8.8% |
| 1M Excs Rtn | 11.0% |
| 3M Excs Rtn | 47.8% |
| 6M Excs Rtn | 49.8% |
| 12M Excs Rtn | -20.8% |
| 3Y Excs Rtn | -82.9% |
Comparison Analyses
Price Behavior
| Market Price | $52.79 | |
| Market Cap ($ Bil) | 2.0 | |
| First Trading Date | 01/29/1997 | |
| Distance from 52W High | -2.3% | |
| 50 Days | 200 Days | |
| DMA Price | $46.71 | $35.47 |
| DMA Trend | up | up |
| Distance from DMA | 13.0% | 48.8% |
| 3M | 1YR | |
| Volatility | 59.6% | 65.6% |
| Downside Capture | -177.60 | 19.68 |
| Upside Capture | 84.17 | 18.04 |
| Correlation (SPY) | -14.8% | 2.4% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.88 | -1.13 | -1.47 | -0.58 | 0.37 | 0.60 |
| Up Beta | -1.86 | -0.38 | 0.63 | -0.47 | 0.23 | 0.76 |
| Down Beta | 0.92 | -1.33 | -0.76 | -0.48 | 0.74 | 0.49 |
| Up Capture | 42% | 11% | -94% | -21% | 15% | 11% |
| Bmk +ve Days | 11 | 22 | 35 | 67 | 138 | 427 |
| Stock +ve Days | 15 | 26 | 37 | 68 | 128 | 375 |
| Down Capture | -308% | -316% | -527% | -147% | 51% | 91% |
| Bmk -ve Days | 11 | 21 | 28 | 59 | 114 | 326 |
| Stock -ve Days | 7 | 17 | 26 | 57 | 123 | 377 |
[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 NSP | |
|---|---|---|---|---|
| NSP | 4.9% | 65.4% | 0.34 | - |
| Sector ETF (XLI) | 20.5% | 17.1% | 0.92 | -3.4% |
| Equity (SPY) | 21.1% | 12.9% | 1.22 | 2.4% |
| Gold (GLD) | 37.5% | 28.8% | 1.10 | -19.3% |
| Commodities (DBC) | 43.2% | 20.2% | 1.66 | -2.7% |
| Real Estate (VNQ) | 12.9% | 13.8% | 0.64 | 14.1% |
| Bitcoin (BTCUSD) | -31.6% | 44.1% | -0.73 | 2.7% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with NSP | |
|---|---|---|---|---|
| NSP | -9.7% | 44.9% | -0.08 | - |
| Sector ETF (XLI) | 13.1% | 17.6% | 0.57 | 30.2% |
| Equity (SPY) | 12.9% | 17.2% | 0.57 | 30.4% |
| Gold (GLD) | 20.6% | 18.6% | 0.90 | -9.4% |
| Commodities (DBC) | 10.4% | 19.6% | 0.41 | 4.8% |
| Real Estate (VNQ) | 2.3% | 18.9% | 0.02 | 30.4% |
| Bitcoin (BTCUSD) | 10.4% | 52.8% | 0.38 | 12.9% |
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 NSP | |
|---|---|---|---|---|
| NSP | 7.4% | 46.7% | 0.33 | - |
| Sector ETF (XLI) | 13.8% | 20.0% | 0.60 | 42.4% |
| Equity (SPY) | 15.2% | 17.9% | 0.72 | 41.5% |
| Gold (GLD) | 12.7% | 16.2% | 0.64 | -5.0% |
| Commodities (DBC) | 8.0% | 18.0% | 0.36 | 12.8% |
| Real Estate (VNQ) | 5.0% | 20.7% | 0.20 | 40.5% |
| Bitcoin (BTCUSD) | 63.1% | 66.1% | 1.03 | 10.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 8/7/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/29/2026 | 1.6% | -3.9% | |
| 4/30/2026 | -19.8% | -8.1% | 3.4% |
| 2/10/2026 | -10.9% | -23.6% | -37.2% |
| 11/3/2025 | -17.9% | -27.2% | -20.3% |
| 8/1/2025 | -24.4% | -12.3% | -7.3% |
| 4/29/2025 | -14.5% | -17.6% | -18.3% |
| 2/10/2025 | 16.2% | 26.0% | 28.7% |
| 10/31/2024 | -2.9% | 2.3% | -2.8% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 10 | 11 | 10 |
| # Negative | 15 | 14 | 14 |
| Median Positive | 6.3% | 5.7% | 7.0% |
| Median Negative | -10.9% | -11.8% | -9.8% |
| Max Positive | 16.2% | 26.0% | 28.7% |
| Max Negative | -24.4% | -27.2% | -37.2% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/29/2026 | 1.6% | -3.9% | |
| 4/30/2026 | -19.8% | -8.1% | 3.4% |
| 2/10/2026 | -10.9% | -23.6% | -37.2% |
| 11/3/2025 | -17.9% | -27.2% | -20.3% |
| 8/1/2025 | -24.4% | -12.3% | -7.3% |
| 4/29/2025 | -14.5% | -17.6% | -18.3% |
| 2/10/2025 | 16.2% | 26.0% | 28.7% |
| 10/31/2024 | -2.9% | 2.3% | -2.8% |
| 8/1/2024 | -5.2% | -10.4% | -9.4% |
| 5/1/2024 | 1.3% | 2.5% | -8.7% |
| 2/8/2024 | -14.8% | -18.2% | -10.1% |
| 10/31/2023 | 9.7% | 10.8% | 16.3% |
| 8/1/2023 | -16.9% | -17.2% | -15.3% |
| 4/26/2023 | -0.3% | 0.3% | -7.0% |
| 2/9/2023 | 4.3% | 7.5% | 6.5% |
| 10/31/2022 | 10.2% | 5.7% | 7.5% |
| 8/1/2022 | -2.0% | -1.6% | -2.4% |
| 4/26/2022 | 8.9% | 6.9% | -5.8% |
| 2/10/2022 | -15.2% | -16.8% | -14.1% |
| 11/1/2021 | -4.6% | -5.7% | -12.8% |
| 8/2/2021 | 1.5% | 2.9% | 11.6% |
| 5/3/2021 | -0.9% | -0.7% | 0.1% |
| 2/11/2021 | -9.4% | -11.4% | 1.6% |
| 11/2/2020 | 8.2% | 13.5% | 14.1% |
| 8/3/2020 | 2.1% | 1.3% | 0.4% |
| SUMMARY STATS | |||
| # Positive | 10 | 11 | 10 |
| # Negative | 15 | 14 | 14 |
| Median Positive | 6.3% | 5.7% | 7.0% |
| Median Negative | -10.9% | -11.8% | -9.8% |
| Max Positive | 16.2% | 26.0% | 28.7% |
| Max Negative | -24.4% | -27.2% | -37.2% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 07/30/2026 | 10-Q |
| 03/31/2026 | 05/01/2026 | 10-Q |
| 12/31/2025 | 02/11/2026 | 10-K |
| 09/30/2025 | 11/04/2025 | 10-Q |
| 06/30/2025 | 08/01/2025 | 10-Q |
| 03/31/2025 | 04/29/2025 | 10-Q |
| 12/31/2024 | 02/11/2025 | 10-K |
| 09/30/2024 | 10/31/2024 | 10-Q |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/01/2024 | 10-Q |
| 12/31/2023 | 02/09/2024 | 10-K |
| 09/30/2023 | 10/31/2023 | 10-Q |
| 06/30/2023 | 08/01/2023 | 10-Q |
| 03/31/2023 | 04/26/2023 | 10-Q |
| 12/31/2022 | 02/10/2023 | 10-K |
| 09/30/2022 | 10/31/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 07/30/2026 | 10-Q |
| 03/31/2026 | 05/01/2026 | 10-Q |
| 12/31/2025 | 02/11/2026 | 10-K |
| 09/30/2025 | 11/04/2025 | 10-Q |
| 06/30/2025 | 08/01/2025 | 10-Q |
| 03/31/2025 | 04/29/2025 | 10-Q |
| 12/31/2024 | 02/11/2025 | 10-K |
| 09/30/2024 | 10/31/2024 | 10-Q |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/01/2024 | 10-Q |
| 12/31/2023 | 02/09/2024 | 10-K |
| 09/30/2023 | 10/31/2023 | 10-Q |
| 06/30/2023 | 08/01/2023 | 10-Q |
| 03/31/2023 | 04/26/2023 | 10-Q |
| 12/31/2022 | 02/10/2023 | 10-K |
| 09/30/2022 | 10/31/2022 | 10-Q |
| 06/30/2022 | 08/02/2022 | 10-Q |
| 03/31/2022 | 04/26/2022 | 10-Q |
| 12/31/2021 | 02/11/2022 | 10-K |
| 09/30/2021 | 11/02/2021 | 10-Q |
| 06/30/2021 | 08/03/2021 | 10-Q |
| 03/31/2021 | 05/04/2021 | 10-Q |
| 12/31/2020 | 02/12/2021 | 10-K |
| 09/30/2020 | 11/02/2020 | 10-Q |
| 06/30/2020 | 08/04/2020 | 10-Q |
| 03/31/2020 | 05/05/2020 | 10-Q |
| 12/31/2019 | 02/12/2020 | 10-K |
| 09/30/2019 | 11/04/2019 | 10-Q |
Recent Forward Guidance
Updated 7/30/2026Latest: Q2 2026 Earnings Reported 7/29/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q3 2026 Average WSEEs paid | 0.31 Mil | 0.31 Mil | 0.31 Mil | 1.0% | Higher New | Actual: 0.30 Mil for Q2 2026 | |
| 2026 Average WSEEs paid | 0.30 Mil | 0.31 Mil | 0.31 Mil | 0.3% | Raised | Guidance: 0.30 Mil for 2026 | |
| Q3 2026 Adjusted EPS | -0.09 | 0.16 | 0.41 | -38.5% | Lower New | Actual: 0.26 for Q2 2026 | |
| 2026 Adjusted EPS | 1.88 | 2.15 | 2.43 | 2.6% | Raised | Guidance: 2.1 for 2026 | |
| Q3 2026 Adjusted EBITDA | 14.00 Mil | 27.50 Mil | 41.00 Mil | -14.1% | Lower New | Actual: 32.00 Mil for Q2 2026 | |
| 2026 Adjusted EBITDA | 185.00 Mil | 205.00 Mil | 225.00 Mil | 2.5% | Raised | Guidance: 200.00 Mil for 2026 | |
Prior: Q1 2026 Earnings Reported 4/30/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q2 2026 Average WSEEs paid | 0.30 Mil | 0.30 Mil | 0.30 Mil | -0.2% | Lowered | Guidance: 0.30 Mil for Q1 2026 | |
| Q2 2026 Adjusted EPS | 0.02 | 0.26 | 0.5 | -79.4% | Lowered | Guidance: 1.26 for Q1 2026 | |
| Q2 2026 Adjusted EBITDA | 18.00 Mil | 32.00 Mil | 46.00 Mil | -66.7% | Lowered | Guidance: 96.00 Mil for Q1 2026 | |
| 2026 Average WSEEs paid | 0.30 Mil | 0.30 Mil | 0.31 Mil | -1.6% | Lowered | Guidance: 0.31 Mil for 2026 | |
| 2026 Adjusted EPS | 1.6 | 2.1 | 2.6 | -4.8% | Lowered | Guidance: 2.21 for 2026 | |
| 2026 Adjusted EBITDA | 170.00 Mil | 200.00 Mil | 230.00 Mil | 0 | Affirmed | Guidance: 200.00 Mil for 2026 | |
Q4 2025 Earnings Reported 2/10/2026
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q1 2026 Average WSEEs paid | 0.30 Mil | 0.30 Mil | 0.30 Mil | -3.2% | Lowered | Guidance: 0.31 Mil for Q4 2025 | |
| Q1 2026 Adjusted EPS | 1.03 | 1.26 | 1.5 | Raised | Guidance: -0.47 for Q4 2025 | ||
| Q1 2026 Adjusted EBITDA | 81.00 Mil | 96.00 Mil | 111.00 Mil | Raised | Guidance: -8.00 Mil for Q4 2025 | ||
| 2026 Average WSEEs paid | 0.31 Mil | 0.31 Mil | 0.31 Mil | -0.1% | Lowered | Guidance: 0.31 Mil for 2025 | |
| 2026 Adjusted EPS | 1.69 | 2.21 | 2.72 | 90.9% | Raised | Guidance: 1.16 for 2025 | |
| 2026 Adjusted EBITDA | 170.00 Mil | 200.00 Mil | 230.00 Mil | 47.1% | Raised | Guidance: 136.00 Mil for 2025 | |
Q3 2025 Earnings Reported 11/3/2025
| Forward Guidance | Guidance Change | ||||||
|---|---|---|---|---|---|---|---|
| Metric | Low | Mid | High | % Chg | % Delta | Change | Prior |
| Q4 2025 Average WSEEs paid | 0.31 Mil | 0.31 Mil | 0.32 Mil | 0.1% | Higher New | Guidance: 0.31 Mil for Q3 2025 | |
| Q4 2025 Adjusted EPS | -0.79 | -0.47 | -0.16 | -272.7% | Lower New | Guidance: 0.28 for Q3 2025 | |
| Q4 2025 Adjusted EBITDA | -25.00 Mil | -8.00 Mil | 9.00 Mil | -123.5% | Lower New | Guidance: 34.00 Mil for Q3 2025 | |
| 2025 Average WSEEs paid | 0.31 Mil | 0.31 Mil | 0.31 Mil | -0.4% | Lowered | Guidance: 0.31 Mil for 2025 | |
| 2025 Adjusted EPS | 0.84 | 1.16 | 1.47 | -46.5% | Lowered | Guidance: 2.16 for 2025 | |
| 2025 Adjusted EBITDA | 119.00 Mil | 136.00 Mil | 153.00 Mil | -27.5% | Lowered | Guidance: 187.50 Mil for 2025 | |
Insider Activity
Updated 8/21/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Sarvadi, Paul J | Chairman of the Board & CEO | Self, As General Partner of Our Ship Limited Partnership, Ltd. | Buy | 6042026 | 34.05 | 233,000 | 7,933,650 | 37,656,304 | Form |
| 2 | Sarvadi, Paul J | Chairman of the Board & CEO | Direct | Buy | 5062026 | 28.73 | 100,000 | 2,873,236 | 20,103,167 | Form |
| 3 | Sarvadi, Paul J | Chairman of the Board & CEO | Self, As General Partner of Our Ship Limited Partnership, Ltd. | Buy | 3192026 | 23.60 | 25,000 | 589,973 | 23,549,655 | Form |
| 4 | Sarvadi, Paul J | Chairman of the Board & CEO | Self, As General Partner of Our Ship Limited Partnership, Ltd. | Buy | 3192026 | 23.22 | 160,000 | 3,715,200 | 22,591,017 | Form |
| 5 | Sarvadi, Paul J | Chairman of the Board & CEO | Direct | Buy | 3192026 | 22.58 | 16,987 | 383,617 | 10,719,464 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Sarvadi, Paul J | Chairman of the Board & CEO | Self, As General Partner of Our Ship Limited Partnership, Ltd. | Buy | 6042026 | 34.05 | 233,000 | 7,933,650 | 37,656,304 | Form |
| 2 | Sarvadi, Paul J | Chairman of the Board & CEO | Direct | Buy | 5062026 | 28.73 | 100,000 | 2,873,236 | 20,103,167 | Form |
| 3 | Sarvadi, Paul J | Chairman of the Board & CEO | Self, As General Partner of Our Ship Limited Partnership, Ltd. | Buy | 3192026 | 23.60 | 25,000 | 589,973 | 23,549,655 | Form |
| 4 | Sarvadi, Paul J | Chairman of the Board & CEO | Self, As General Partner of Our Ship Limited Partnership, Ltd. | Buy | 3192026 | 23.22 | 160,000 | 3,715,200 | 22,591,017 | Form |
| 5 | Sarvadi, Paul J | Chairman of the Board & CEO | Direct | Buy | 3192026 | 22.58 | 16,987 | 383,617 | 10,719,464 | Form |
| 6 | Masterson, Ellen H | Direct | Buy | 3112026 | 19.90 | 1,200 | 23,880 | 417,502 | Form | |
| 7 | Callens, Christian P | SVP Legal, Gen Counsel & Sec | Direct | Buy | 3112026 | 19.28 | 1,250 | 24,100 | 570,688 | Form |
| 8 | Allison, James D | EVP, Finance, CFO & Treasurer | Direct | Buy | 3112026 | 20.45 | 10,000 | 204,500 | 1,927,862 | Form |
| 9 | Mehl, Randall | Direct | Buy | 11102025 | 33.88 | 1,000 | 33,880 | 870,953 | Form | |
| 10 | Mehl, Randall | Direct | Buy | 11102025 | 34.25 | 2,000 | 68,500 | 846,215 | Form | |
| 11 | Sarvadi, Paul J | Chairman of the Board & CEO | Direct | Sell | 9192025 | 51.98 | 10,850 | 563,970 | 22,246,963 | Form |
| 12 | Clifford, Tim | Direct | Buy | 8182025 | 51.70 | 1,935 | 100,040 | 1,184,550 | Form | |
| 13 | Ramchand, Latha | Direct | Buy | 8062025 | 50.64 | 1,000 | 50,640 | 765,677 | Form | |
| 14 | Kaufman, Carol R | Direct | Buy | 8062025 | 45.24 | 5,000 | 226,200 | 2,129,311 | Form | |
| 15 | Mehl, Randall | Direct | Buy | 8062025 | 45.05 | 2,000 | 90,100 | 1,022,950 | Form | |
| 16 | Masterson, Ellen H | Direct | Buy | 8062025 | 45.30 | 490 | 22,197 | 896,034 | Form | |
| 17 | Lumelleau, John L | Loretta F. Lumelleau Revocable Trust | Buy | 8062025 | 45.36 | 5,500 | 249,480 | 249,480 | Form | |
| 18 | Jones, Eli | Direct | Buy | 8062025 | 45.41 | 2,204 | 100,092 | 583,433 | Form | |
| 19 | Allison, James D | EVP, Finance, CFO & Treasurer | Direct | Buy | 8062025 | 46.82 | 4,000 | 187,280 | 3,020,686 | Form |
Investor Activity (13F)
Updated Aug 23, 2026Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager |
|---|
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Industry Resources
| Industrials Resources |
| IndustryWeek |
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| HR Dive |
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External Quote Links
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| SeekingAlpha | ValueLine |
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| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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