XYZ Block, Inc.: fundamentals, insider trades, fund holders

Screener

Quality checklist

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

ROIC at least 10%2.7%failed
Operating margin up over 3 years+6.3 pppassed
Free cash flow at least 80% of net income1086.9%passed
Share count up at most 5% in 3 years-1.0%passed
Net debt at most 3× EBITDA-0.5×passed
Revenue grew over 3 years8.3%passed

Insider buying, last 90 days

No discretionary insider buying in the last 90 days.

Tracked funds, latest reports

Conviction funds

+$238.26M +0.5 pp of the company

2 buying · 0 selling · 2 holding

Active managers

−$355.39M −0.9 pp of the company

2 buying · 2 selling · 4 holding

Mutual funds & ETFs

+$124.68M +0.3 pp of the company

3 buying · 0 selling · 7 holding

Fundamentals

Financials

Insider trades

Fund holders

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

Size & liquidity

XYZSector12 quartersMarket cap$47.47B$9.71BEnterprise value$46.76B$13.46BAvg daily $ volume$347.52M$182.65MDaily turnover0.7%1.5%

Growth

XYZSector12 quartersRevenue CAGR 3y8.3%8.2%

Revenue CAGR 5y9.5%10.2%

Revenue growth YoY9.3%14.1%

Revenue acceleration+4.4 pp+0.6 pp

FCF growth YoY266.4%17.2%

FCF conversion1086.9%137.7%

Forward growth (HoM est.)8.8%11.4%

Valuation

XYZSector12 quartersP/E (trailing)132.9×35.1×P/E (forward, HoM est.)122.1×31.5×P/E vs. sector4.0×1.0×PEG (HoM est.)13.852.92EV/EBITDA30.2×19.7×EV/Sales1.9×4.9×FCF yield8.3%3.6%Dividend yield0.0%0.0%Shareholder yield4.0%2.1%

Quality

XYZSector12 quartersQuality checks passed54ROIC2.7%11.8%

Gross profitability29.6%31.6%

Gross margin46.4%57.6%

Gross margin Δ 3y+11.8 pp+1.2 pp

Operating margin4.7%12.8%

Operating margin Δ 3y+6.3 pp+3.6 pp

Debt/equity0.3×0.5×

Net debt/EBITDA-0.5×0.7×

Interest coverage—10.1×

Share count Δ 3y-1.0%-2.3%

Stock compensation / revenue4.8%4.2%

Accruals ratio-9.7%-5.6%

Earnings & estimates

XYZSector12 quartersDays to next report1413

Ownership & positioning

XYZSector12 quartersInsider buys (90d)00Insiders buying (90d)00Insider net value (90d)$0-$68.35KInstitutional ownership73.6%93.5%Institutional Δ QoQ+0.1 pp+1.3 ppConviction funds net buying+0.5 pp+0.0 ppActive managers net buying−0.9 pp+0.1 ppActive funds net buying+0.3 pp+0.0 ppDays to cover3.274.04Short % of shares out2.4%5.5%Short interest Δ+0.2 pp+0.1 pp

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