ChannelAdvisor Corporation

Informe acción NYSE:ECOM

Capitalización de mercado: US$667.7m

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

ChannelAdvisor Resultados de beneficios anteriores

Pasado controles de criterios 5/6

Información clave

69.62%

Tasa de crecimiento de los beneficios

69.31%

Tasa de crecimiento del BPA

Crecimiento de la industria Software 17.33%
Tasa de crecimiento de los ingresos7.64%
Rentabilidad financiera22.00%
Margen neto21.39%
Última actualización de beneficios30 Sep 2022

Actualizaciones de resultados anteriores recientes

Recent updates

Seeking Alpha • Nov 07

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.
Seeking Alpha • Sep 01

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.
Seeking Alpha • Aug 09

ChannelAdvisor reports Q2 earnings beat; reaffirms FY22 adjusted EBITDA guidance

ChannelAdvisor press release (NYSE:ECOM): Q2 GAAP EPS of $0.06 beats by $0.03. Revenue of $42.8M (+3.0% Y/Y) beats by $0.08M. Adjusted EBITDA of $8.4M and adjusted EBITDA margin of 20% exceeded the high-end of the guidance range. Q3 Financial Outlook: Revenue of $43.4M - $43.8M vs. consensus of $44.28M; Adjusted EBITDA of $8.1M - $8.5M. FY 2022 Outlook: Revenue of $177.0M - $179.0M vs. consensus of $177.98M; Adjusted EBITDA of $37.0M - $39.0M.
Artículo de análisis • Feb 13

ChannelAdvisor's (NYSE:ECOM) Returns On Capital Are Heading Higher

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Artículo de análisis • Dec 17

Is ChannelAdvisor Corporation (NYSE:ECOM) Trading At A 38% Discount?

Today we will run through one way of estimating the intrinsic value of ChannelAdvisor Corporation ( NYSE:ECOM ) by...
Artículo de análisis • Oct 29

Is Now The Time To Look At Buying ChannelAdvisor Corporation (NYSE:ECOM)?

ChannelAdvisor Corporation ( NYSE:ECOM ), might not be a large cap stock, but it saw a double-digit share price rise of...
Artículo de análisis • Jun 08

Should You Think About Buying ChannelAdvisor Corporation (NYSE:ECOM) Now?

While ChannelAdvisor Corporation ( NYSE:ECOM ) might not be the most widely known stock at the moment, it saw a...
Artículo de análisis • May 13

Do ChannelAdvisor's (NYSE:ECOM) Earnings Warrant Your Attention?

Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Artículo de análisis • Apr 30

We Take A Look At Why ChannelAdvisor Corporation's (NYSE:ECOM) CEO Compensation Is Well Earned

We have been pretty impressed with the performance at ChannelAdvisor Corporation ( NYSE:ECOM ) recently and CEO David...
Artículo de análisis • Apr 29

ChannelAdvisor's (NYSE:ECOM) Returns On Capital Are Heading Higher

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...
Artículo de análisis • Apr 11

An Intrinsic Calculation For ChannelAdvisor Corporation (NYSE:ECOM) Suggests It's 33% Undervalued

In this article we are going to estimate the intrinsic value of ChannelAdvisor Corporation ( NYSE:ECOM ) by estimating...
Artículo de análisis • Mar 16

Trade Alert: The Co-Founder & Director Of ChannelAdvisor Corporation (NYSE:ECOM), Mitchell Wingo, Has Sold Some Shares Recently

Some ChannelAdvisor Corporation ( NYSE:ECOM ) shareholders may be a little concerned to see that the Co-Founder...
Artículo de análisis • Mar 06

Is It Time To Consider Buying ChannelAdvisor Corporation (NYSE:ECOM)?

While ChannelAdvisor Corporation ( NYSE:ECOM ) might not be the most widely known stock at the moment, it received a...
Artículo de análisis • Feb 21

Don't Ignore The Fact That This Insider Just Sold Some Shares In ChannelAdvisor Corporation (NYSE:ECOM)

We'd be surprised if ChannelAdvisor Corporation ( NYSE:ECOM ) shareholders haven't noticed that the Independent...
Artículo de análisis • Feb 12

If You Like EPS Growth Then Check Out ChannelAdvisor (NYSE:ECOM) Before It's Too Late

It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Artículo de análisis • Feb 12

Optimistic Investors Push ChannelAdvisor Corporation (NYSE:ECOM) Shares Up 56% But Growth Is Lacking

Despite an already strong run, ChannelAdvisor Corporation ( NYSE:ECOM ) shares have been powering on, with a gain of...
Artículo de análisis • Jan 26

What Can The Trends At ChannelAdvisor (NYSE:ECOM) Tell Us About Their Returns?

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Artículo de análisis • Jan 08

ChannelAdvisor Corporation's (NYSE:ECOM) Intrinsic Value Is Potentially 76% Above Its Share Price

Today we will run through one way of estimating the intrinsic value of ChannelAdvisor Corporation ( NYSE:ECOM ) by...
Artículo de análisis • Dec 22

Is ChannelAdvisor Corporation's (NYSE:ECOM) Latest Stock Performance A Reflection Of Its Financial Health?

Most readers would already be aware that ChannelAdvisor's (NYSE:ECOM) stock increased significantly by 19% over the...
Artículo de análisis • Dec 07

If You Had Bought ChannelAdvisor (NYSE:ECOM) Shares Three Years Ago You'd Have Earned 74% Returns

By buying an index fund, you can roughly match the market return with ease. But if you buy good businesses at...
Artículo de análisis • Nov 22

Does ChannelAdvisor's (NYSE:ECOM) Statutory Profit Adequately Reflect Its Underlying Profit?

As a general rule, we think profitable companies are less risky than companies that lose money. That said, the current...

Desglose de ingresos y gastos

Cómo gana y gasta dinero ChannelAdvisor. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).

Historial de beneficios e ingresos

NYSE:ECOM Ingresos, gastos y beneficios (USD Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
30 Sep 22174379222
30 Jun 22172419222
31 Mar 22171449022
31 Dec 21168478822
30 Sep 21163208622
30 Jun 21156208321
31 Mar 21152227920
31 Dec 20145197619
30 Sep 20140187418
30 Jun 20136167118
31 Mar 2013087419
31 Dec 1913037719
30 Sep 19130-18021
30 Jun 19131-58421
31 Mar 19131-78622
31 Dec 18131-88622
30 Sep 18131-98723
30 Jun 18128-108623
31 Mar 18126-128523
31 Dec 17123-178622
30 Sep 17120-108421
30 Jun 17118-98219
31 Mar 17115-118319
31 Dec 16113-87818
30 Sep 16111-157917
30 Jun 16107-177817
31 Mar 16104-177617
31 Dec 15101-217817

Ingresos de calidad: ECOM tiene un alto nivel de ganancias no monetarias.

Margen de beneficios creciente: Los actuales márgenes de beneficio (21.4%) de ECOM son superiores a los del año pasado (12.1%).

Análisis del flujo de caja libre vs. Beneficios

Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: ECOM ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 69.6% al año.

Acelerando crecimiento: El crecimiento de los beneficios de ECOM en el último año (89.3%) supera su media de 5 años (69.6% al año).

Beneficios vs. Industria: El crecimiento de los beneficios de ECOM en el último año (89.3%) superó al de la industria Software 11.8%.

Rentabilidad financiera

Alta ROE: La rentabilidad financiera (22%) de ECOM se considera alta.

Rentabilidad económica

Rendimiento del capital invertido

Descubre empresas con buenos resultados en el pasado

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Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2022/11/15 23:22
Precio de las acciones al final del día2022/11/14 00:00
Beneficios2022/09/30
Ingresos anuales2021/12/31

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

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.

AnalistaInstitución
Colin SebastianBaird
Joel FishbeinBMO Capital Markets Equity Research
Shawn MilneBrean Capital Historical (Janney Montgomery)