SIC 6282 – Investment Advice
| Valuation | |
|---|---|
| Market Cap ($M) | 5,199.52 |
| Enterprise Value ($M) | 8,299.02 |
| Book Value ($M) | 4,963.50 |
| Book Value / Share | 152.93 |
| Price / Book | 1.05 |
| NCAV ($M) | -2,453.10 |
| NCAV / Share | -75.58 |
| Price / NCAV | -2.12 |
| Profitability (mra) | |
|---|---|
| Return on Invested Capital (ROIC) | 0.09 |
| Return on Assets (ROA) | 0.08 |
| Return on Equity (ROE) | 0.14 |
| Liquidity (mrq) | |
|---|---|
| Quick Ratio | 4.00 |
| Current Ratio | 4.00 |
| Balance Sheet (mrq) ($M) | |
|---|---|
| Current Assets | 1,643.00 |
| Assets | 9,059.60 |
| Liabilities | 4,096.10 |
| Debt | n/a |
| Equity | n/a |
| Income Statement (mra) ($M) | |
|---|---|
| Revenue | 2,057.80 |
| Operating Income | 685.00 |
| Net Income | 672.90 |
| Earnings Per Share Diluted | n/a |
| Earnings Per Share Basic | n/a |
| Cash Flow Statement (mra) ($M) | |
|---|---|
| Cash From Operations | 874.30 |
| Cash from Investing | 264.50 |
| Cash from Financing | -758.30 |
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| File Date | Form | Activist 13D/G Investors | Ownership (%) |
Change (%) |
|---|---|---|---|---|
| 13G/A | EdgePoint Investment Group Inc. | 0.00 | -100.00 | |
| 13G/A | Vanguard Group Inc | 10.85 | -5.35 | |
| 13G/A | Clarkston Capital Partners, LLC | 6.59 | -0.36 | |
| 13G/A | Morgan Stanley | 7.00 | -12.75 | |
| 13G/A | BlackRock Inc. | 9.80 | -2.61 |
| Top 13F Investors | Shares (1000) |
Change (%) |
Value ($1000) |
Change (%) |
|---|---|---|---|---|
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| Date | Insider Trades | Code | Shares | Value |
|---|---|---|---|---|
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| Short Volume | |||
|---|---|---|---|
| Market Date | Short Volume | Total Volume | Short Volume Ratio |
| 31,030 | 213,290 | 14.55 | |
| 14,622 | 134,487 | 10.87 | |
| 30,978 | 188,297 | 16.45 | |
| 41,572 | 218,527 | 19.02 | |
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| Similar Companies | |
|---|---|
| AMK – AssetMark Financial Holdings, Inc. | AMP – Ameriprise Financial, Inc. |
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