Technology · Information Technology Services
Price
$30.03
Market Cap
$1.3B
Employees
28,867
Beta
1.02
Avg Volume
1,644,982
CEO
Martín Migoya
Business Description
Globant S.A., together with its subsidiaries, provides technology services in the United States, rest of North America, Latin America, Europe, and internationally. The company offers Digital Studio, which integrates artificial intelligence into the software development lifecycle; GUT Studio, which allows clients to better connect brands to end-consumers through experiential marketing; and Enterprise Studio, which leverages tailored technology for streamlined operations and productivity. It also provides AI Industry Studios for the financial services; media, entertainment, sports, and leisure; healthcare and life sciences; CPG, retail, and automotive; gaming and EdTech; airlines; energy, oil, and gas; and high tech and professional services sectors. In addition, the company offers AI Pods, a subscription-based delivery model for AI-powered services; Globant Enterprise AI, an agentic innovation platform; Corporate Hub, which grounds intelligence in how the organization operates; AI Hub, which connects and governs foundation and custom models, enabling industry-specific fine-tuning, continuous evaluation, and optimization; and Agents Hub, which enables autonomous action through the creation and coordination of agents and agentic workflows that operate across systems, teams, and physical environments. Further, it provides various agentic suites, including GeneXus for enterprise systems evolution; Globant CODA for software development; Navigate Digital Twin for process optimization; Navigate Service Assist for support; and Fusion, which enhances marketing, communications, and advertising with AI at the core, as well as StarMeUp, an employee engagement and talent experience platform; and DaXia, an embedded finance accelerator platform. The company has a collaboration with Pharma Mar, S.A. for cancer drug discovery through artificial intelligence. The company was formerly known as IT Outsourcing S.L. and changed its name to Globant S.A. in December 2012. Globant S.A. was founded in 2003 and is based in Luxembourg, Luxembourg.
Business History
Price History (1 Year)
Revenue & Net Income Trend
The directional story — useful even when net income is negative.
Revenue
The top line — total sales before any costs or taxes are subtracted. A measure of how much business the company is doing.
Net Income
The bottom line — profit left after subtracting all expenses, interest, and taxes from revenue. Reflects accounting profitability, but includes non-cash items like depreciation, so it isn't the same as cash earned.
Operating Cash Flow
The real cash generated by the day-to-day business — selling products, paying suppliers, collecting from customers. Calculated from net income by adding back non-cash items and adjusting for timing (unpaid bills, unsold inventory). When OCF consistently lags net income, the reported profit may not be converting to real money.
| Period | Revenue | Net Income | Net Margin | YoY/QoQ |
|---|
Key Metrics
API Direct from provider
CALC Derived from statements
P/E Ratio (Price per dollar of earnings)
APIStock Price / EPS (Diluted)
11.84
Stock Price: $30.03
EPS (Diluted): 2.33
EPS (Diluted): 2.33
P/B Ratio (Price vs net asset value)
APIStock Price / Book Value Per Share
1.40
Stock Price: $30.03
Total Equity: $2.09B
Shares: 45,005,000
Total Equity: $2.09B
Shares: 45,005,000
EV/EBITDA (Total value vs operating profit)
APIEnterprise Value / EBITDA
4.59
Market Cap: $1.30B
Total Debt: $366.71M
Cash: $243.74M
EBITDA: $299.47M
Total Debt: $366.71M
Cash: $243.74M
EBITDA: $299.47M
Enterprise Value (Takeover price (cap + debt - cash))
APIMarket Cap + Total Debt - Cash
$3.2B
Market Cap: $1.30B
Total Debt: $366.71M
Cash: $243.74M
Total Debt: $366.71M
Cash: $243.74M
Gross Margin (Revenue left after direct costs)
APIGross Profit / Revenue
35.0%
Gross Profit: $859.29M
Revenue: $2.45B
Revenue: $2.45B
Operating Margin (Revenue left after all operations)
APIOperating Income / Revenue
7.0%
Operating Income: $171.73M
Revenue: $2.45B
Revenue: $2.45B
Net Margin (Revenue left as actual profit)
APINet Income / Revenue
4.2%
Net Income: $102.92M
Revenue: $2.45B
Revenue: $2.45B
ROE (Profit from shareholder equity)
APINet Income / Total Equity
5.1%
Net Income: $102.92M
Total Equity: $2.09B
Total Equity: $2.09B
ROIC (Profit from all invested capital)
APINOPAT / Invested Capital
5.0%
Operating Income: $171.73M
Tax Rate: 25.3%
Equity: $2.09B
Total Debt: $366.71M
Cash: $243.74M
Tax Rate: 25.3%
Equity: $2.09B
Total Debt: $366.71M
Cash: $243.74M
Current Ratio (Can it pay short-term bills)
APICurrent Assets / Current Liabilities
1.64
Current Assets: $953.76M
Current Liabilities: $580.29M
Current Liabilities: $580.29M
Debt/Equity (Leverage — debt vs equity)
CALCTotal Debt / Total Equity
0.18
Short-Term Debt: $19.67M
Long-Term Debt: $347.04M
Total Debt: $366.71M
Total Equity: $2.09B
Long-Term Debt: $347.04M
Total Debt: $366.71M
Total Equity: $2.09B
Rev/Share (Top-line per share)
CALCRevenue / Shares Outstanding
$54.55
Revenue: $2.45B
Shares: 45,005,000
Shares: 45,005,000
Book Value/Share (Net assets per share)
CALC(Total Assets - Total Liabilities) / Shares
$46.52
Total Equity: $2.09B
Shares: 45,005,000
Shares: 45,005,000
FCF/Share (Real cash generated per share)
CALC(Operating Cash Flow + CapEx) / Shares
$5.80
Operating CF: $280.45M
CapEx: -$19.22M
Shares: 45,005,000
CapEx: -$19.22M
Shares: 45,005,000
CapEx is negative (outflow) — added to OCF to get FCF
Div Yield (Annual income from holding)
APILast Annual Dividend / Stock Price
0.0%
Last Dividend: N/A
Stock Price: $30.03
Stock Price: $30.03
Payout Ratio (Earnings paid out as dividends)
Dividends Paid / Net Income
—
Dividends Paid: N/A
Net Income: $102.92M
Net Income: $102.92M
Dividends paid not available in cash flow statement
Industry Benchmarks
Compares GLOB against LLM-researched typical ranges for its
industry. One research call per industry, cached indefinitely — every stock in the same industry
reuses the same baseline.
Deep Analysis
Pre-flight intelligence scans the company first, then routes to the right analytical methods.
0
Company Classification
— What type of company is this?
1
Industry Landscape
— Where is the industry headed?
2
Company Momentum
— Where is this company trending?
3
Forward Projection
— 1Y & 2Y projected metrics (requires Layer 1 + 2)
4a
DCF Valuation
— Present value of future cash flows
4b
Earnings Power Value
— Floor value — worth with zero growth
4c
Anchored PE
— Industry PE adjusted for growth differential
4d
Reverse DCF
— What growth is the market pricing in?
4e
Revenue-Based DCF
— For growth/narrative companies (skip if mature earner)
4f
Anchored P/S
— Price-to-Sales peer comparison (skip if mature earner)
4g
Scenario Analysis
— Bull / Base / Bear (skip if mature earner)
4h
Dividend Discount Model
— For dividend/income stocks only
4i
Book Value Analysis
— For deep value / turnaround stocks only
4j
Insider Activity
— Are insiders buying or selling?
4f
Cash Flow Quality
— How trustworthy is the FCF?
4g
Debt Maturity Risk
— Can it handle its debt?
4h
Macro Environment
— Rates, market valuation, volatility
4i
Sector Intelligence
— How does this company compare within its sector?
4j
Revenue Confidence
— How reliable is the growth projection?
4k
Sensitivity Analysis
— How fragile is the fair value estimate?
4l
Sector Demand Cycle
— Is the sector in a boom, steady state, or contraction?
5
AI Investigation
— Adaptive research engine (Claude)
5b
Thesis Evaluation
— What does the market believe? (narrative/platform stocks only)
6
Valuation Synthesis
— Weighted verdict from all methods (requires Layer 4)
Income Statement (Annual)
Last updated: Jun 21, 2026 7:24pm (5d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $1.3B | $1.8B | $2.1B | $2.4B | $2.5B |
| Cost of Revenue | $802.1M | $1.1B | $1.3B | $1.6B | $1.6B |
| Gross Profit | $495.0M | $669.4M | $755.8M | $863.4M | $859.3M |
| Operating Expenses | $350.6M | $462.7M | $556.8M | $637.9M | $687.6M |
| Operating Income | $144.4M | $206.7M | $199.0M | $225.4M | $171.7M |
| Net Income | $96.1M | $148.9M | $158.5M | $165.7M | $102.9M |
| EBITDA | $215.6M | $314.9M | $358.0M | $417.0M | $299.5M |
| EPS | $2.35 | $3.55 | $3.72 | $3.82 | $2.33 |
| EPS (Diluted) | — | — | — | — | — |
Balance Sheet (Annual)
Last updated: Jun 21, 2026 7:24pm (5d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Cash & Equivalents | $427.8M | $292.5M | $307.2M | $142.1M | $243.7M |
| Total Current Assets | $819.6M | $857.6M | $924.5M | $838.5M | $953.8M |
| Total Assets | $1.9B | $2.2B | $2.7B | $3.2B | $3.3B |
| Current Liabilities | $386.3M | $428.6M | $665.3M | $542.9M | $580.3M |
| Long-Term Debt | $1.9M | $861,000 | $2.2M | $290.9M | $347.0M |
| Total Liabilities | $576.2M | $639.6M | $931.2M | $1.1B | $1.2B |
| Total Equity | $1.3B | $1.5B | $1.7B | $2.0B | $2.1B |
| Retained Earnings | $389.7M | $538.6M | $697.1M | $862.8M | $965.7M |
Cash Flow (Annual)
Last updated: Jun 21, 2026 7:24pm (5d ago)| Metric | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Operating Cash Flow | $179.0M | $197.5M | $318.5M | $248.7M | $280.4M |
| Capital Expenditure | -$77.6M | -$95.4M | -$126.8M | -$27.7M | -$19.2M |
| Free Cash Flow | $101.3M | $102.1M | $191.7M | $221.0M | $261.2M |
| Acquisitions (net) | -$165.3M | -$149.1M | -$267.3M | -$301.1M | -$81.8M |
| Debt Repayment | — | — | — | — | — |
| Dividends Paid | — | — | — | — | — |
| Stock Buybacks | -$7.3M | -$9.3M | -$11.5M | -$10.7M | -$56.1M |
| Net Change in Cash | $148.9M | -$135.3M | $14.8M | -$165.1M | $101.6M |
Analyst Estimates (Annual)
Last updated: Jun 27, 2026 7:56am (1h ago)| Metric | 2026 | 2027 | 2028 | 2029 |
|---|---|---|---|---|
| Revenue |
$2.5B $2.5B – $2.5B
|
$2.6B $2.6B – $2.6B
|
$2.8B $2.8B – $2.8B
|
$3.2B $3.1B – $3.2B
|
| EBITDA |
$401.4M $399.8M – $403.0M
|
$421.8M $415.3M – $425.0M
|
$447.2M $446.6M – $447.7M
|
$512.1M $495.1M – $523.1M
|
| Net Income |
$280.3M $275.8M – $284.7M
|
$298.5M $293.1M – $303.9M
|
$327.8M $275.1M – $380.5M
|
$322.0M $308.1M – $331.0M
|
| EPS | — | — | — | — |
Growth Trends (YoY %)
Last updated: Jun 21, 2026 7:24pm (5d ago)| Metric | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Revenue Growth | +37.3% | +17.7% | +15.3% | +1.6% |
| Gross Profit Growth | +35.2% | +12.9% | +14.2% | -0.5% |
| Operating Income Growth | +43.1% | -3.7% | +13.3% | -23.8% |
| Net Income Growth | +55.0% | +6.5% | +4.5% | -37.9% |
| EBITDA Growth | +46.0% | +13.7% | +16.5% | -28.2% |
Insider Trading (Recent)
Last updated: Jun 27, 2026 7:56am (1h ago)
Type codes
PPurchase
SSale
AAward / grant
MOption exercise
FIn-kind (tax)
CConversion
GGift
DReturn to issuer
All SEC Form 4 codes
Open market
- P Purchase
- Open-market or private purchase of shares.
- S Sale
- Open-market or private sale of shares.
Compensation (Rule 16b-3)
- A Award / grant
- Grant or award of securities (RSUs, options, etc.) under Rule 16b-3.
- D Return to issuer
- Securities disposed back to the company under Rule 16b-3.
- F In-kind (tax)
- Shares withheld or delivered to pay the option-exercise price or tax — not an open-market sale.
- I Discretionary
- Discretionary transaction under an employee plan — Rule 16b-3(f).
- M Option exercise
- Exercise or conversion of a derivative (option/RSU) into shares — exempt.
Derivatives
- C Conversion
- Conversion of a derivative security into the underlying shares.
- E Short expiration
- Expiration of a short derivative position.
- H Long expiration
- Expiration or cancellation of a long derivative position with value received.
- O OTM exercise
- Exercise of an out-of-the-money derivative.
- X ITM exercise
- Exercise of an in-the-money or at-the-money derivative.
Other exempt
- G Gift
- Bona fide gift of securities.
- L Small acquisition
- Small acquisition under Rule 16a-6.
- W Inheritance
- Acquisition or disposition by will or the laws of descent.
- Z Voting trust
- Deposit into or withdrawal from a voting trust.
Other
- J Other
- Other acquisition or disposition (explained in a Form 4 footnote).
- K Equity swap
- Transaction in an equity swap or similar instrument.
- U Tender / buyout
- Disposition via tender of shares in a change-of-control transaction.
Compensation-plan codes (A, D, F, M) are routine and rarely directional. Open-market P (buy) and S (sale) carry the most signal.
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-06-01 | Rottenberg Linda | A-Award | 1,686.00 | $0.00 | $0 |
| 2026-06-01 | Pinelli Maria | A-Award | 843.00 | $0.00 | $0 |
| 2026-06-01 | Petroni Merhy Andrea Mayumi | A-Award | 843.00 | $0.00 | $0 |
| 2026-06-01 | Alvarez-Demalde Francisco | A-Award | 843.00 | $0.00 | $0 |
| 2026-06-01 | McLaughlin Andrew John | A-Award | 843.00 | $0.00 | $0 |
| 2026-06-01 | Aguzin Alejandro Nicolas | A-Award | 843.00 | $0.00 | $0 |
| 2026-05-27 | Aguzin Alejandro Nicolas | P-Purchase | 25,000.00 | $38.87 | $971,838 |
| 2026-03-18 | Tartara Diego | 0.00 | $0.00 | $0 | |
| 2026-03-18 | Tartara Diego | 10,000.00 | $0.00 | $0 | |
| 2026-03-18 | Weigert Wanda | 0.00 | $0.00 | $0 | |
| 2026-03-18 | Weigert Wanda | 5,000.00 | $46.00 | $230,000 | |
| 2026-03-18 | Weigert Wanda | 9,000.00 | $0.00 | $0 | |
| 2026-03-18 | Rojo Patricio Pablo | 0.00 | $0.00 | $0 | |
| 2026-03-18 | Rojo Patricio Pablo | 6,000.00 | $0.00 | $0 | |
| 2026-03-18 | Matzkin Fernando | 0.00 | $0.00 | $0 | |
| 2026-03-18 | Matzkin Fernando | 14,000.00 | $0.00 | $0 | |
| 2026-03-18 | Urthiague Juan Ignacio | 0.00 | $0.00 | $0 | |
| 2026-03-18 | Urthiague Juan Ignacio | 1,500.00 | $50.92 | $76,380 | |
| 2026-03-18 | Urthiague Juan Ignacio | 11,500.00 | $0.00 | $0 | |
| 2026-03-18 | Aguzin Alejandro Nicolas | 0.00 | $0.00 | $0 |
Narrative Economics
The story the market is telling about this stock — the intangible X-factor
(founder mythology, cult dynamics, TAM-of-imagination) that moves price beyond
what cash flows alone explain. After Shiller, Narrative Economics.
No narrative profile yet for GLOB — it's generated by the pipeline (
market-narrative step).
No community reviews yet for GLOB.
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My Notes
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Data via Financial Modeling Prep · Cached for performance · fmp
v1.1.352 · d1100787 · 2026-06-26 11:39:30