| Stage | MSCI | % of rev | V | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $892M | 100.00% | $11.6B | 100.00% | V ×13.04 |
| Gross profit | $740M | 82.94% | $9.2B | 78.87% | MSCI +4.1pp |
| Operating income | $502M | 56.29% | $6.9B | 59.12% | V +2.8pp |
| Pre-tax income | $428M | 47.97% | $6.8B | 58.74% | V +10.8pp |
| Net income | $351M | 39.35% | $5.6B | 48.38% | V +9.0pp |
| Stage | MSCI | V | Gap · A − B |
|---|---|---|---|
| Revenue | $892M100.00% | $11.6B100.00% | V ×13.04 |
| Gross profit | 82.94%$740M | 78.87%$9.2B | MSCI +4.1pp |
| Operating income | 56.29%$502M | 59.12%$6.9B | V +2.8pp |
| Pre-tax income | 47.97%$428M | 58.74%$6.8B | V +10.8pp |
| Net income |
| 39.35%$351M |
| 48.38%$5.6B |
| V +9.0pp |
No shared counterparties.