ITGARTNER INC
Services-Management Services
- Revenue
- $6.5B
- 3.7% YoY
- Operating margin
- 15.8%
- 14% YoY
- EBITDA
- $1.2B
- 9.8% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 1.2×
- $1.5B net debt
- AI in 10-K
- —
Red flags 1 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear177% of net incomeCash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowFired154% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear38% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $4.7B | $5.5B | $5.9B | $6.3B | $6.5B | 3.7% |
| Operating income | $916M | $1.1B | $1.2B | $1.2B | $1.0B | 11% |
| Net income | $794M | $808M | $882M | $1.3B | $729M | 42% |
| Operating cash flow | $1.3B | $1.1B | $1.2B | $1.5B | $1.3B | 13% |
| Stock-based comp | $99M | $91M | $130M | $155M | $156M | 0.7% |
| Buybacks | $1.7B | $1.0B | $606M | $735M | $2.0B | 171% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | $19M | −$7M | 158 | 130 |
| FY2024 | $18M | $26M | 302 | 129 |
| FY2023 | $16M | $40M | 282 | 115 |
| FY2022 | $15M | $16M | 210 | 85 |
| FY2021 | $14M | $80M | 209 | 105 |