Hand of the Market Screener
Quality checklist

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

  • ROIC at least 10%—no value
  • Operating margin up over 3 years+27.5 pppassed
  • Free cash flow at least 80% of net income231.8%passed
  • Share count up at most 5% in 3 years6.7%failed
  • Net debt at most 3× EBITDA—no value
  • Revenue grew over 3 years12.2%passed
Insider buying, last 90 days

No discretionary insider buying in the last 90 days.

Tracked funds, latest reports
Active managers
−$3.5M −0.1 pp of the company
3 buying · 1 selling · 4 holding
Mutual funds & ETFs
$0 +0.0 pp of the company
0 buying · 0 selling · 2 holding

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

Size & liquidity
QTWOSector12 quartersMarket cap$4.32B$9.71BEnterprise value—$13.46BAvg daily $ volume$47.5M$182.65MDaily turnover1.1%1.5%
Growth
QTWOSector12 quartersRevenue CAGR 3y12.2%8.2%13.1% → 12.2%Revenue CAGR 5y13.3%10.2%Revenue growth YoY12.6%14.1%7.1% → 12.6%Revenue acceleration−1.5 pp+0.6 pp−3.1 pp → −1.5 ppFCF growth YoY23.6%17.2%262.3% → 23.6%FCF conversion231.8%137.7%3532.5% → 231.8%Forward growth (HoM est.)12.4%11.4%
Valuation
QTWOSector12 quartersP/E (trailing)47.0×35.1×P/E (forward, HoM est.)41.8×31.5×P/E vs. sector1.4×1.0×PEG (HoM est.)3.362.92EV/EBITDA—19.7×EV/Sales—4.9×FCF yield—3.6%Dividend yield0.0%0.0%Shareholder yield2.8%2.1%
Quality
QTWOSector12 quartersQuality checks passed34ROIC—11.8%Gross profitability49.8%31.6%24.4% → 49.8%Gross margin57.0%57.6%47.2% → 57.0%Gross margin Δ 3y+10.2 pp+1.2 pp+5.5 pp → +10.2 ppOperating margin10.0%12.8%-16.5% → 10.0%Operating margin Δ 3y+27.5 pp+3.6 pp+6.6 pp → +27.5 ppDebt/equity—0.5×Net debt/EBITDA—0.7×Interest coverage—10.1×Share count Δ 3y6.7%-2.3%8.8% → 6.7%Stock compensation / revenue10.0%4.2%12.1% → 10.0%Accruals ratio-11.4%-5.6%-12.5% → -11.4%
Earnings & estimates
QTWOSector12 quartersDays to next report1313
Ownership & positioning
QTWOSector12 quartersInsider buys (90d)00Insiders buying (90d)00Insider net value (90d)-$5.11M-$68.35KInstitutional ownership106.1%93.5%Institutional Δ QoQ+3.9 pp+1.3 ppConviction funds net buying—+0.0 ppActive managers net buying−0.1 pp+0.1 ppActive funds net buying+0.0 pp+0.0 ppDays to cover7.164.04Short % of shares out7.9%5.5%Short interest Δ−0.5 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.