Price
$144.77-40.51%1Y
1M-6.27%1Y-40.51%
Prices are end-of-day closes. This is a research view, the focus is on the fundamentals, quality and valuation below, not intraday price.
Smart Score
Top tier9/10
Value89
Quality91
Momentum7
Growth44
P/E (TTM)14.8
Market Cap$15.91B
1Y Return-40.51%
5Y Return-4.51%
Business Segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Q1 2026Total $4.67B (+15.85%)
●Event Driven Revenue Mutual Funds grew +52.11% YoY●Recurring Fee Revenue Capital Markets +2.11% YoY
SegmentLatestQoQYoY
- Recurring Fee Revenue$1.29B+20.37%+6.99%
- Recurring Fee Revenue Investor Communication Solutions$799.8M+35.67%+8.11%
- Distribution Revenue$592.8M+7.16%+6.81%
- Recurring Fee Revenue Global Technology And Operations$488.3M+1.60%+5.21%
- Recurring Fee Revenue Regulatory$399.4M+60.60%+9.42%
- Recurring Fee Revenue Capital Markets$295.5M-1.79%+2.11%
- Recurring Fee Revenue Customer Communications$209.3M+10.62%+4.91%
- Recurring Fee Revenue Wealth And Investment Management$192.8M+7.29%+10.36%
- Recurring Fee Revenue Data Driven Fund Solutions$125.7M+11.54%+9.49%
- Event Driven Revenue Investor Communication Solutions$72.7M-19.76%+37.95%
- Event Driven Revenue$72.7M-19.76%+37.95%
- Recurring Fee Revenue Issuer$65.3M+67.87%+7.93%
- Event Driven Revenue Equity And Other$40.2M+2.55%+28.03%
- Event Driven Revenue Mutual Funds$32.4M-36.96%+52.11%