This company has been acquired
ChannelAdvisor (ECOM) Resumen de Acciones
ChannelAdvisor Corporation, together with its subsidiaries, provides software-as-a-service (SaaS) solutions in the United States and internationally. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 5/6 |
| Crecimiento futuro | 3/6 |
| Rendimiento pasado | 5/6 |
| Salud financiera | 6/6 |
| Dividendos | 0/6 |
Recompensas
Análisis de riesgos
ECOM Community Fair Values
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Competidores de ChannelAdvisor Corporation
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$23.09 |
| Máximo en las últimas 52 semanas | US$27.69 |
| Mínimo de 52 semanas | US$11.89 |
| Beta | 0.39 |
| Cambio en 1 mes | 1.01% |
| Variación en 3 meses | 45.04% |
| Cambio de 1 año | -16.22% |
| Variación en 3 años | 156.56% |
| Variación en 5 años | 168.49% |
| Variación desde la OPV | 25.22% |
Noticias y actualizaciones recientes
ChannelAdvisor reports Q3 results
ChannelAdvisor press release (NYSE:ECOM): Q3 Revenue of $43.5M (+4.6% Y/Y) misses by $0.07M. Cash and cash equivalents were $88.1 million, an increase of $3.9 million since June 30, 2022.ChannelAdvisor Aims For Mild Growth As A Macro Slowdown Beckons
Summary ChannelAdvisor reported its Q2 2022 financial results on August 9. The firm provides companies with multichannel management software and services. ECOM has reduced the top end of its growth guidance, operating income is flat, and management sees headwinds from a strong dollar and macroeconomic conditions. I'm on Hold for ECOM for the near term. A Quick Take On ChannelAdvisor ChannelAdvisor (ECOM) reported its Q2 2022 financial results on August 9, 2022, beating expected revenue and EPS estimates. The company provides a platform that assists retailers and other brands to better manage their ecommerce operations. With a slowing economy, higher U.S. dollar and tepid forward growth guidance, my outlook on ECOM is on Hold for the near term. ChannelAdvisor Overview And Market Morrisville, North Carolina-based ChannelAdvisor was founded in 2001 to provide multichannel commerce solutions for brands and retailers to streamline their operations and grow sales. The firm is headed by Chief Executive Officer, David Spitz, who is also Chairman of Adwerx, a senior advisor to Susquehanna Growth Equity and founder of Avesair and Netstation. The company's primary offerings include: Marketplaces and first-party channels Digital marketing and retail media Product content and feed management Shoppable media Brand analytics Managed services The firm acquires customers, which are frequently middle market or larger in size, through its inside and direct sales and marketing teams. According to a 2020 market research report by Grand View Research, the global market for e-commerce software was valued at $6.2 billion in 2019 and is expected to reach $18 billion by 2027. This represents a forecast very strong CAGR of 16.3% from 2020 to 2027. The main drivers for this expected growth are an increase in e-commerce capabilities to assist enterprises in automating core business functions while increasing the leverage firms have as consumers increasingly adopt online shopping for goods and services. Also, firms that utilize APIs (Application Programming Interface) enable companies to employ low code solutions to quickly modernize their existing systems. ChannelAdvisor's Recent Financial Performance Total revenue by quarter has largely plateaued in recent quarters: 5 Quarter Total Revenue (Seeking Alpha) Gross profit by quarter has also flatlined recently: 5 Quarter Gross Profit (Seeking Alpha) Selling, G&A expenses as a percentage of total revenue by quarter have varied within a narrow range: 5 Quarter SG&A % Of Revenue (Seeking Alpha) Operating income by quarter has remained positive in recent quarters: 5 Quarter Operating Income (Seeking Alpha) Earnings per share (Diluted) have produced the following results: 5 Quarter Earnings Per Share (Seeking Alpha) (All data in above charts is GAAP) In the past 12 months, ECOM's stock price has dropped 43.8% vs. the U.S. S&P 500 Index's fall of around 13.1%, as the chart below indicates: 52 Week Stock Price (Seeking Alpha) Valuation And Other Metrics For ChannelAdvisor Below is a table of relevant capitalization and valuation figures for the company: Measure ((TTM)) Amount Enterprise Value/Sales 2.07 Revenue Growth Rate 10.1% Net Income Margin 23.7% GAAP EBITDA % 12.0% Market Capitalization $433,520,000 Enterprise Value $357,040,000 Operating Cash Flow $30,390,000 Earnings Per Share (Fully Diluted) $1.29 (Source - Seeking Alpha) Below is an estimated DCF (Discounted Cash Flow) analysis of the firm's projected growth and earnings: Discounted Cash Flow - ECOM (GuruFocus) Assuming generous DCF parameters, the firm's shares would be valued at approximately $14.40 versus the current price of $14.66, indicating they are potentially currently fully valued, with the given earnings, growth and discount rate assumptions of the DCF. The Rule of 40 is a software industry rule of thumb that says that as long as the combined revenue growth rate and EBITDA percentage rate equal or exceed 40%, the firm is on an acceptable growth/EBITDA trajectory. ECOM's most recent GAAP Rule of 40 calculation was 22.1% as of Q2 2022, so the firm needs some improvement in this regard, per the table below: Rule of 40 - GAAP Calculation Recent Rev. Growth % 10.1% GAAP EBITDA % 12.0% Total 22.1% (Source - Seeking Alpha) Commentary On ChannelAdvisor In its last earnings call (Source - Seeking Alpha), covering Q2 2022's results, management highlighted its resilient results in the face of 'slower e-commerce growth, high consumer inflation and macro uncertainty.' The company retired 6% of outstanding shares from a previously authorized share purchase, to which it will add another $25 million in possible future share repurchases. Management expects revenue to improve starting in Q3 as subscription growth helped the company achieve revenue above the midpoint of its previous guidance range, although foreign exchange headwinds will challenge its future prospects somewhat.Recent updates
Rentabilidad de los accionistas
| ECOM | US Software | Mercado US | |
|---|---|---|---|
| 7D | 0.1% | 8.6% | 1.6% |
| 1Y | -16.2% | -1.1% | 28.2% |
Rentabilidad vs. Industria: ECOM superó a la industria US Software, que obtuvo un rendimiento del -1.1% el año pasado.
Rentabilidad vs. Mercado: ECOM superó al mercado US, que obtuvo un rendimiento del 28.2% el año pasado.
Volatilidad de los precios
| ECOM volatility | |
|---|---|
| ECOM Average Weekly Movement | 15.6% |
| Software Industry Average Movement | 9.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.0% |
Precio estable de las acciones: El precio de las acciones de ECOM ha sido volátil durante los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de ECOM ha aumentado de 9% a 16% en el último año.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2001 | 846 | David Spitz | www.channeladvisor.com |
Resumen de fundamentos de ChannelAdvisor Corporation
| Estadísticas fundamentales de ECOM | |
|---|---|
| Capitalización bursátil | US$667.68m |
| Beneficios(TTM) | US$37.23m |
| Ingresos (TTM) | US$174.03m |
¿Está ECOM sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de ECOM | |
|---|---|
| Ingresos | US$174.03m |
| Coste de los ingresos | US$41.25m |
| Beneficio bruto | US$132.78m |
| Otros gastos | US$95.55m |
| Beneficios | US$37.23m |
Últimos beneficios comunicados
Sep 30, 2022
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 1.29 |
| Margen bruto | 76.30% |
| Margen de beneficio neto | 21.39% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado ECOM a largo plazo?
Ver rendimiento histórico y comparativaAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2022/11/15 04:30 |
| Precio de las acciones al final del día | 2022/11/14 00:00 |
| Beneficios | 2022/09/30 |
| Ingresos anuales | 2021/12/31 |
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.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
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| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
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| Propiedad | 10 años |
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| Gestión | 10 años |
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| Principales avances | 10 años |
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* 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
ChannelAdvisor Corporation está cubierta por 13 analistas. 5 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.
| Analista | Institución |
|---|---|
| Colin Sebastian | Baird |
| Joel Fishbein | BMO Capital Markets Equity Research |
| Shawn Milne | Brean Capital Historical (Janney Montgomery) |