PINSPINTEREST, INC.
Services-Computer Programming, Data Processing, Etc.
- Revenue
- $4.2B
- 16% YoY
- Operating margin
- 7.6%
- 54% YoY
- EBITDA
- $345M
- 72% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- 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 cashClear308% of net incomeCash flow under 80% of net income
- Dilutive SBCFired21% of revenueOver 10% of revenue
- Payouts exceed cash flowClear72% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear10% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $2.6B | $2.8B | $3.1B | $3.6B | $4.2B | 16% |
| Operating income | $326M | −$102M | −$126M | $180M | $320M | 78% |
| Net income | $316M | −$96M | −$36M | $1.9B | $417M | 78% |
| Operating cash flow | $753M | $469M | $613M | $965M | $1.3B | 33% |
| Capex | $9M | $29M | $8M | $25M | $32M | 32% |
| Stock-based comp | $415M | $497M | $648M | $766M | $880M | 15% |
| Buybacks | $0 | $0 | $500M | $600M | $927M | 54% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $14M · 19
- Net
- −$14M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 39 | 120 |
| FY2024 | — | — | 44 | 104 |
| FY2023 | — | — | 56 | 80 |
| FY2022 | — | — | 37 | 50 |
| FY2021 | — | — | 55 | 95 |