Cricut, Inc.

Informe acción NasdaqGS:CRCT

Capitalización de mercado: US$902.6m

Cricut Dirección

Dirección controles de criterios 3/4

El CEO de Cricut es Ashish Arora , nombrado en Feb 2012, tiene una permanencia de 14.25 años. compensación anual total es $13.44M, compuesta por 3.9% salario y 96.1% primas, incluidas acciones y opciones de la empresa. posee directamente un 14.2% de las acciones de la empresa, por valor de $128.18M. La antigüedad media del equipo directivo y de la junta directiva es de 4.1 años y 5.2 años, respectivamente.

Información clave

Ashish Arora

Chief Executive Officer (CEO)

US$13.4m

Compensación total

Porcentaje del salario del CEO3.94%
Permanencia del CEO14.3yrs
Participación del CEO14.2%
Permanencia media de la dirección4.1yrs
Promedio de permanencia en la Junta Directiva5.2yrs

Actualizaciones recientes de la dirección

Recent updates

Artículo de análisis • Nov 13

We Think Cricut's (NASDAQ:CRCT) Solid Earnings Are Understated

The market seemed underwhelmed by the solid earnings posted by Cricut, Inc. ( NASDAQ:CRCT ) recently. Our analysis...
Seeking Alpha • Aug 20

Cricut: Growth In 2Q25 Is Not Driven By Organic Means

Summary CRCT's return to positive revenue growth is largely due to demand pull-forward, not a sustainable improvement in fundamentals. User engagement and new hardware sales remain weak, casting doubt on the company's ability to drive recurring, high-margin revenue. Management's guidance acknowledges temporary demand drivers and offers little confidence for a near-term turnaround in earnings or margins. I maintain a hold rating, as structural issues persist and sustainable growth remains unlikely until engagement and hardware adoption improve. Read the full article on Seeking Alpha
Artículo de análisis • Aug 02

Investors Don't See Light At End Of Cricut, Inc.'s (NASDAQ:CRCT) Tunnel And Push Stock Down 36%

Cricut, Inc. ( NASDAQ:CRCT ) shares have had a horrible month, losing 36% after a relatively good period beforehand...
Artículo de análisis • May 11

Cricut, Inc.'s (NASDAQ:CRCT) Shares Climb 25% But Its Business Is Yet to Catch Up

Cricut, Inc. ( NASDAQ:CRCT ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...
Seeking Alpha • Mar 19

Cricut: Engagement Rates Remain Poor, But There Are Bright Spots

Summary I maintain a hold rating for Cricut Inc. due to unresolved concerns about declining user activity and weakening profitability despite some encouraging signs. Q4 2024 earnings showed revenue fell 9.5% y/y, with product revenue down ~15% and gross margin expanding by 290 bps, but EBIT margin contracted. Key engagement metrics worsened, with 90-day engaged users dropping 3.1% y/y and active users declining 0.7% y/y, impacting accessories & materials revenue. Positive signs include a 7% y/y increase in paid subscribers and new product launches, but overall engagement must improve for a bullish outlook. Read the full article on Seeking Alpha
Seeking Alpha • Feb 07

Cricut Is A 'Buy' After Emerging From The Hype Phase

Summary Cricut experienced a meteoric boom during the pandemic, but its "coming back to earth" has spooked investors. A close look at operational and financial metrics suggests significant potential value for investors, however. Specifically, its high-margin Platform business potentially promises a strong cash-flow generating capacity going forward. Read the full article on Seeking Alpha
Artículo de análisis • Feb 06

Returns On Capital At Cricut (NASDAQ:CRCT) Paint A Concerning Picture

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Artículo de análisis • Dec 17

There's Reason For Concern Over Cricut, Inc.'s (NASDAQ:CRCT) Massive 26% Price Jump

Cricut, Inc. ( NASDAQ:CRCT ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...
Artículo de análisis • Nov 14

We Think Cricut's (NASDAQ:CRCT) Healthy Earnings Might Be Conservative

The market seemed underwhelmed by the solid earnings posted by Cricut, Inc. ( NASDAQ:CRCT ) recently. Along with the...
Seeking Alpha • Nov 08

Cricut Inc.: There Are Still Visible Operational Headwinds

Summary I maintain a sell rating for Cricut Inc. due to ongoing operational headwinds and a challenging consumer spending environment impacting near-term growth. 3Q24 earnings showed a 4% y/y revenue decline, gross margin compression, and a significant drop in EBITDA and net margins. Active users declined y/y for the first time, with management guiding further declines, indicating persistent demand challenges. Read the full article on Seeking Alpha
Artículo de análisis • Oct 08

Some Confidence Is Lacking In Cricut, Inc.'s (NASDAQ:CRCT) P/E

With a price-to-earnings (or "P/E") ratio of 20.5x Cricut, Inc. ( NASDAQ:CRCT ) may be sending bearish signals at the...
Seeking Alpha • Sep 11

Cricut: Near-Term Outlook Continues To See Pressure From Poor Macro Backdrop

Summary I maintain a sell rating for Cricut stock due to weak near-term demand and poor macroeconomic conditions impacting discretionary spending. Despite some growth initiatives, CRCT's overall trajectory remains negative, with declining user engagement and poor sequential growth in key metrics. Management's promotional strategies may temporarily boost sales but are unsustainable, in my opinion, leading to potential revenue and margin pressures. Read the full article on Seeking Alpha
Artículo de análisis • Aug 09

Is Cricut, Inc. (NASDAQ:CRCT) Trading At A 45% Discount?

Key Insights Cricut's estimated fair value is US$11.80 based on 2 Stage Free Cash Flow to Equity Cricut is estimated to...
Seeking Alpha • Aug 07

Cricut: I Still Have Doubts, But The Turnaround Is Beginning To Visualize

Summary Cricut stock has declined 67% since IPO due to revenue and margin decreases, but now trading at low P/FCF ratio. The company experienced growth during the pandemic due to the popularity of cutting machines for crafts, but it seems to have been a fad. The first two quarters are encouraging as growth in cutting machines has returned. This, considering that the next two quarters are its peak of seasonality. The subscription segment has stable revenue and high margins, while the company has strong cash generation and the potential for a turnaround. Read the full article on Seeking Alpha
Artículo de análisis • Jun 06

Here's What's Concerning About Cricut's (NASDAQ:CRCT) Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Seeking Alpha • Jun 04

Cricut: Don't See Any Catalyst For Demand To Recover

Summary Sell rating for Cricut due to weak demand and negative business outlook. Declining revenue and user metrics indicate a slowdown in demand for CRCT's main product and platform services. Puzzling capital return program suggests management has no better alternatives for deploying cash and reviving growth. Read the full article on Seeking Alpha
Seeking Alpha • Mar 22

Cricut: Expect Poor FY2024 Performance To Drag Down Valuation

Summary Cricut is recommended as a sell due to poor performance and the expected valuation rerating. Recent results show a decline in revenue and user engagement, indicating weak consumer spending. The lack of capital return to shareholders and focus on reinvestment further support the sell rating. Read the full article on Seeking Alpha
Artículo de análisis • Feb 14

Cricut (NASDAQ:CRCT) May Have Issues Allocating Its Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Artículo de análisis • Dec 30

Cricut, Inc.'s (NASDAQ:CRCT) Shareholders Might Be Looking For Exit

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...
Artículo de análisis • Sep 16

Cricut (NASDAQ:CRCT) May Have Issues Allocating Its Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Ashish Arora en comparación con los beneficios de Cricut?
FechaCompensación totalSalarioIngresos de la empresa
Mar 31 2026n/an/a

US$73m

Dec 31 2025US$13mUS$530k

US$77m

Sep 30 2025n/an/a

US$81m

Jun 30 2025n/an/a

US$72m

Mar 31 2025n/an/a

US$67m

Dec 31 2024US$22mUS$510k

US$63m

Sep 30 2024n/an/a

US$62m

Jun 30 2024n/an/a

US$68m

Mar 31 2024n/an/a

US$64m

Dec 31 2023US$18mUS$490k

US$54m

Sep 30 2023n/an/a

US$53m

Jun 30 2023n/an/a

US$48m

Mar 31 2023n/an/a

US$46m

Dec 31 2022US$50mUS$474k

US$61m

Sep 30 2022n/an/a

US$62m

Jun 30 2022n/an/a

US$79m

Mar 31 2022n/an/a

US$115m

Dec 31 2021US$39mUS$464k

US$140m

Sep 30 2021n/an/a

US$190m

Jun 30 2021n/an/a

US$205m

Mar 31 2021n/an/a

US$191m

Dec 31 2020US$7mUS$453k

US$155m

Sep 30 2020n/an/a

US$101m

Dec 31 2019US$3mUS$447k

US$39m

Compensación vs. Mercado: La compensación total de Ashish($USD13.44M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD3.73M).

Compensación vs. Ingresos: La compensación de Ashish ha sido consistente con los resultados de la empresa en el último año.

CEO

Ashish Arora (57 yo)

14.3yrs
Permanencia
US$13,441,923
Compensación

Mr. Ashish Arora has been the Chief Executive Officer and President of Cricut, Inc. since February 7, 2012 and also serves as its Director since March 2021. Mr. Arora has experience in the consumer technol...

Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Ashish Arora
CEO, President & Director14.3yrsUS$13.44m14.2%
$ 128.2m
Kimball Shill
Chief Financial Officer4.1yrsUS$3.67m0.35%
$ 3.1m
Matt Tuttle
Senior VP1.1yrsUS$1.74m0.085%
$ 764.2k
Richard Murphy
Vice President of Operationsno datasin datossin datos
Ryan Harmer
Senior VP of Accounting & Corporate Controllerno datasin datos0.057%
$ 517.9k
Glenn Rogers
Executive Vice President of International Sales & Marketingno datasin datossin datos
Frank Iarusci
Executive Vice President of Sales & Channel Marketing4.6yrssin datossin datos
Ariel Fischer
Executive Vice President of DTCno datasin datossin datos
Vivek Jayaraman
Executive Vice President of Platform Developmentno datasin datossin datos
David Henry
Executive Vice President of Product & Member Careno datasin datossin datos
Josh Mecham
Senior Vice President of DTCno datasin datossin datos
Jennia Parkin
Senior Vice President of Creative & Marketing1yrsin datossin datos
4.1yrs
Permanencia media
59yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de CRCT se considera experimentado (4.1 años antigüedad media).

Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Ashish Arora
CEO, President & Director5.2yrsUS$13.44m14.2%
$ 128.2m
Russell Freeman
Director5.2yrssin datos0.55%
$ 5.0m
Steven Blasnik
Director5.2yrssin datos1.4%
$ 12.6m
Melissa Reiff
Independent Director5.2yrsUS$175.97k0.041%
$ 372.9k
Billie Williamson
Independent Director5.2yrsUS$200.12k0.053%
$ 477.5k
Jason Makler
Chairman of the Board5.2yrssin datos1.12%
$ 10.1m
Heidi Zak Spector
Independent Director1.7yrsUS$252.15ksin datos
5.2yrs
Permanencia media
61yo
Promedio de edad

Junta con experiencia: La junta directiva de CRCT se considera experimentada (5.2 años de antigüedad promedio).

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/11 18:27
Precio de las acciones al final del día2026/05/11 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Cricut, Inc. está cubierta por 5 analistas. 2 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Adrienne Yih-TennantBarclays
Asiya MerchantCitigroup Inc
Eric SheridanGoldman Sachs