PPLIPeople Inc
Services-Computer Programming, Data Processing, Etc.
- Revenue
- $2.4B
- 8.7% YoY
- Operating margin
- -4.1%
- 272% YoY
- EBITDA
- −$60M
- 593% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $328M 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 cashClear—Cash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowFired492% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear20% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $3.7B | $3.3B | $2.9B | $2.6B | $2.4B | 8.7% |
| Operating income | −$137M | −$355M | −$238M | −$29M | −$97M | 240% |
| Net income | $598M | −$1.2B | $266M | −$540M | −$104M | 81% |
| Operating cash flow | $119M | −$83M | $190M | $355M | $64M | 82% |
| Capex | $90M | $23M | $94M | $15M | $19M | 28% |
| Stock-based comp | $79M | $71M | $74M | $78M | $32M | 58% |
| Buybacks | $35M | $85M | $166M | $0 | $315M |
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 | $18M | −$23M | 38 | 264 |
| FY2024 | $5M | −$17M | 34 | 207 |
| FY2023 | $5M | $16M | 42 | 150 |
| FY2022 | $4M | −$156M | 35 | 90 |
| FY2021 | $5M | −$94M | 104 | 137 |