Hand of the Market Screener
Quality checklist

4 of 6 checks passed · quarter ending 2026-06-30

  • ROIC at least 10%0.7%failed
  • Operating margin up over 3 years−13.5 ppfailed
  • Free cash flow at least 80% of net income380.4%passed
  • Share count up at most 5% in 3 years-0.8%passed
  • Net debt at most 3× EBITDA-0.7×passed
  • Revenue grew over 3 years15.3%passed
Insider buying, last 90 days
CEO bought$2.5M boughtAkre Capital Management bought (13F)

1 insider bought $2,489,837 in 1 purchase, 2026-08-04 – 2026-08-04

  • FLORANCE ANDREW C · Founder and CEO, director $2,489,837 · stake +5%
Tracked funds, latest reports
Conviction funds
−$22.25M −0.0 pp of the company
1 buying · 1 selling · 1 holding
Active managers
−$6.23M −0.0 pp of the company
3 buying · 3 selling · 6 holding
Mutual funds & ETFs
+$54.15M +0.5 pp of the company
2 buying · 3 selling · 8 holding

Each factor with its sector median and, where it's reported per quarter, its last 12 quarters.

Size & liquidity
CSGPSector12 quartersMarket cap$14.36B$7.59BEnterprise value$14.1B$10BAvg daily $ volume$238.74M$111.26MDaily turnover1.7%1.2%
Growth
CSGPSector12 quartersRevenue CAGR 3y15.3%5.3%12.9% → 15.3%Revenue CAGR 5y14.5%8.2%Revenue growth YoY18.4%10.3%12.2% → 18.4%Revenue acceleration−4.1 pp+0.9 pp−0.8 pp → −4.1 ppFCF growth YoY201.7%13.1%11.7% → 201.7%FCF conversion380.4%116.2%114.4% → 380.4%Forward growth (HoM est.)16.9%8.3%
Valuation
CSGPSector12 quartersP/E (trailing)195.2×25.3×P/E (forward, HoM est.)167.0×23.0×P/E vs. sector7.7×1.0×PEG (HoM est.)9.912.71EV/EBITDA35.8×14.5×EV/Sales4.0×2.4×FCF yield2.0%3.9%Dividend yield0.0%0.6%Shareholder yield7.1%2.3%
Quality
CSGPSector12 quartersQuality checks passed44ROIC0.7%10.8%8.7% → 0.7%Gross profitability27.6%24.7%21.9% → 27.6%Gross margin78.7%35.2%80.5% → 78.7%Gross margin Δ 3y−2.0 pp+1.1 pp−2.1 pp → −2.0 ppOperating margin2.2%11.0%14.2% → 2.2%Operating margin Δ 3y−13.5 pp+0.6 pp−15.7 pp → −13.5 ppDebt/equity0.1×0.6×0.1× → 0.1×Net debt/EBITDA-0.7×1.6×-9.5× → -0.7×Interest coverage3.2×6.4×12.3× → 3.2×Share count Δ 3y-0.8%-2.7%3.5% → -0.8%Stock compensation / revenue5.4%0.8%3.6% → 5.4%Accruals ratio-4.1%-3.9%-1.5% → -4.1%
Earnings & estimates
CSGPSector12 quartersDays to next report613
Ownership & positioning
CSGPSector12 quartersInsider buys (90d)10Insiders buying (90d)10Insider net value (90d)$2.24M$0Institutional ownership102.1%94.5%Institutional Δ QoQ+1.2 pp+0.6 ppConviction funds net buying−0.0 pp−0.0 ppActive managers net buying−0.0 pp+0.0 ppActive funds net buying+0.5 pp+0.0 ppDays to cover1.973.81Short % of shares out3.3%4.6%Short interest Δ−0.4 pp+0.1 pp

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Source: SEC EDGAR: Forms 4 (insider trades), 10-Q and 10-K (financials). Insider trades as filed (amendments applied); financial metrics computed by Hand of the Market from the companies' quarterly and annual reports. Each trade links to its filing.

Not investment advice. These signals are starting points for research, not recommendations. Data may contain errors or lag the filings.