STNEStoneCo Ltd.
Services-Computer Processing & Data Preparation
- Revenue
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- Operating margin
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- EBITDA
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- Market cap
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- Employees
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- Net debt / EBITDA
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- AI in 10-K
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Takeover score 1 of 13
Fixable underperformance 0 of 7
- TSR below peersNo—3+ of last 5 years
- High CEO pay despite TSRNo—Median CEO pay ≥ $15M while TSR trails
- Earnings not backed by cashNo—Cash flow under 80% of net income
- Dilutive SBCNo—Over 10% of revenue
- Payouts exceed cash flowNo—Buybacks + dividends over cash flow
- Goodwill-heavyNo—Over 40% of assets
- Shareholder dissentNo—Any vote under 80% support
Buyer economics 0 of 4
- Low revenue per employeeNo—Bottom quartile of its SIC industry
- Quiet on AINo—Bottom quartile of AI mentions in 10-Ks
- Net cashNo—More cash than debt, positive EBITDA
- Buyout-sizedNo—Market cap $500M–$5B
Catalysts 1 of 2
- Active 13DYes1 filingActive-intent 13D in 18 months
- Net insider sellingNo−$190K netNet sales over $10M in 12 months
Financials
No XBRL financials yet.
Deal filings
None.
13D filers
| Filed | Filer | Form | Stake | Intent |
|---|---|---|---|---|
| Oct 7, 2026 | Madrone Partners, L.P. | SCHEDULE 13D/A | 46.8% | Active |
| Dec 18, 2020 | Madrone Partners, L.P. | SC 13D/A | 11.2% | Passive |
Insider trading
- Open-market buys, 12 mo
- $217K · 2
- Open-market sells, 12 mo
- $407K · 3
- Net
- −$190K
Pay vs performance
No pay-versus-performance disclosure yet.