Smartsheet Inc.

Informe acción NYSE:SMAR

Capitalización de mercado: US$7.9b

This company has been acquired

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

Smartsheet Dirección

Dirección controles de criterios 3/4

Actualmente no disponemos de información suficiente sobre el CEO.

Información clave

Mark Mader

Chief Executive Officer (CEO)

US$10.2m

Compensación total

Porcentaje del salario del CEO5.75%
Permanencia del CEO19yrs
Participación del CEO0.5%
Permanencia media de la dirección3.2yrs
Promedio de permanencia en la Junta Directiva4.8yrs

Actualizaciones recientes de la dirección

Recent updates

Seeking Alpha • Dec 29

Smartsheet: A Hold Is Good, But A Sell Might Be More Favorable

Summary Smartsheet's acquisition by Blackstone and Vista Equity at $56.50 per share limits upside potential; stock is fully valued, posing significant risk if the merger fails. Smartsheet excels in user-friendly, scalable CWM solutions with strong integrations, but lacks AI innovation compared to competitors like Asana. Financials show stable revenue growth and improving margins, but slower growth compared to high-growth peers, indicating limited expansion potential. The current stock price offers minimal reward and significant risk, making it a cautious investment amid fierce competition and potential merger uncertainties. Read the full article on Seeking Alpha
Seeking Alpha • Oct 08

Smartsheet's Buyout Will Likely Improve Your Workflow Returns

Summary Blackstone and Vista Equity Partners are acquiring Smartsheet for $8.4 billion, with shareholders receiving $56.50 per share, backed by their strong track record in software investments. Smartsheet's lean operating structure, high gross margins, and increasing customer spend make it an attractive M&A target, trending towards profitability. Key risks include managing rapid growth, longer enterprise sales cycles, and regulatory compliance, but the deal's closing probability remains very high. The acquisition is supported by Blue Owl Capital's $3.2B private debt financing, with Blackstone and Vista being the most credible and capable buyers. Read the full article on Seeking Alpha
Seeking Alpha • Sep 06

Smartsheet Earnings: A Smart Bet For Investors (Upgrade)

Summary Smartsheet's fiscal Q2 2025 earnings were well-received, showcasing stable mid-teens growth and a strong balance sheet with 10% of its market cap in cash. The company’s valuation at 23x next year's non-GAAP operating profits is compelling, especially with improved profit margins and consistent revenue growth. Smartsheet's enterprise customer base is expanding, with a 17% year-over-year increase in annual recurring revenue and significant customer expansions. Given stable growth, strong financials, and scalability within enterprises, Smartsheet presents a compelling buy opportunity for investors. Read the full article on Seeking Alpha
Seeking Alpha • Aug 01

Smartsheet: Private Takeout Interest Could Finally Unlock Its Real Value

Summary Smartsheet is a strong player in the PWM software space, with a conservative valuation and potential for upside. Recent Q1 results beat estimates, with enterprise segment strength and improving margins. Acquisition interest from private equity firms could lead to a potential takeout, driving the share price higher. Read the full article on Seeking Alpha
Seeking Alpha • Jul 17

Smartsheet: Dominant Player In The Project Management Software Space

Summary Smartsheet has a dominant position in the enterprise project management software space. Strong competitive advantages drive robust growth potential of at least 20%. Large addressable market and focus on complex needs of large enterprises support continued growth. Read the full article on Seeking Alpha
Seeking Alpha • Jun 06

Smartsheet Earnings: Stock Jumps Higher But Questions Remain

Summary Smartsheet's stock jumped 12% after a positive earnings report, but I'm less enthusiastic due to high valuation and decelerating growth rates. The Company provides a collaborative work management platform, similar to Asana but with better financials. I believe SMAR is fairly valued given its financial outlook, solid performance, and ample cash reserves. Read the full article on Seeking Alpha
Seeking Alpha • May 29

Smartsheet: Cheaper Than Ever, But I Wonder If It Is Smart

Summary Smartsheet Inc. offers collaboration software for unstructured work, as I wonder if the company could face competition from AI. Shares have traded flat while the business has tripled over the past five years, but per-share growth has been slower due to dilution from losses and stock-based compensation expenses. Smartsheet has seen narrowing losses and expects to see further sales growth, but concerns remain about economic profits and competition. Read the full article on Seeking Alpha
Seeking Alpha • Mar 15

Smartsheet Q4 Earnings: Do Not Buy This Dip (Rating Downgrade)

Summary Smartsheet Inc. disappointed investors with Q4 earnings showing decelerating growth rates and a high valuation. The introduction of AI features and a strong financial position offer some promise, but challenges remain in a competitive market. Smartsheet stock's forward non-GAAP EPS valuation of 34x is considered richly priced, leading to a sell rating. Read the full article on Seeking Alpha
Seeking Alpha • Jan 21

Smartsheet: A Mispriced SaaS Leader

Summary The Collaborative Work Management (CWM) market is often misunderstood by investors, leading to a low valuation of some companies in this sector. Smartsheet stands out as a leader in the CWM market, demonstrating robust growth, solid financials, and a compelling growth strategy. Smartsheet's valuation appears to lag behind its peers, indicating an undervaluation by the market. Read the full article on Seeking Alpha
Seeking Alpha • Dec 21

Smartsheet: Embracing Enterprise Clients And International Expansion Opportunities

Summary Smartsheet Inc. exceeded EPS and revenue expectations in Q3 2024, with YoY revenue growth of 23%. The company is successfully growing its enterprise customer base and has untapped growth potential internationally. Smartsheet has a solid financial position, although cautious of competition and demand downtrend amongst the SME segment. Read the full article on Seeking Alpha
Seeking Alpha • Oct 11

Smartsheet: Comfort In Profit Margins

Summary Smartsheet's stock has underperformed this year due to slower billing growth rates and increased competition in the workflow software market. Counterbalancing the deceleration in billings and revenue growth is a hugely improved operating margin, driven by largely flat opex. The Company remains an attractive long-term investment with potential for growth, but investors should take a conservative position here. In particular, competition weighs on SMAR as collaboration software is a flooded field, with incumbents like Atlassian dominating market share. Read the full article on Seeking Alpha
Seeking Alpha • Sep 16

Smartsheet: Once A Highly Valued Highflyer Now A Profitable GARP Story

Summary Smartsheet has become a GARP story as its growth has decelerated and valuations have compressed. The company's Q2 earnings release should have alleviated investor concerns, with reaffirmed billings growth and strong profitability. Smartsheet is gaining market share in the workflow management space and is expected to continue growing in the future. The company's AI releases have reached general availability and should start to become a tailwind to revenue growth next quarter. The company's business model has shown substantial improvement as expense discipline has significantly improved, and gross margins have remained above 80%. Read the full article on Seeking Alpha
Seeking Alpha • Sep 08

Smartsheet Earnings: Steady Progress In A Fairly Priced Stock

Summary Smartsheet Inc. customer adoption growth rates are showing signs of slowing down, posing questions about future adoption rates. Despite compelling revenue growth rates, Smartsheet's billings and some leading indicators raise concerns about potential revenue lulls. Smartsheet remains fairly priced but not excessively cheap, with investors paying a premium for the stock amidst its evolving growth dynamics. Read the full article on Seeking Alpha
Seeking Alpha • Jul 16

Smartsheet: Buy The Correction, It's An Overreaction

Summary Smartsheet has seen a sharp correction over the past month due to concerns on slowing billings growth. The company expects billings to accelerate in the back half of the year, driven by Free plan conversions and a marketing push. Trading at ~5x forward revenue, Smartsheet is a great "growth at a reasonable price" investment. We also shouldn't ignore the company's rich double-digit pro forma operating margins. Read the full article on Seeking Alpha
Seeking Alpha • Jun 28

Smartsheet: A Recent Pullback Provides A Reasonable Entry Point

Summary Smartsheet's share price decline has brought its EV/S ratio to around 4.5X, with a projected free cash flow margin of around 12% over the next 12 months, making it an attractive investment opportunity. The company is a leader in the workflow management space, with strong growth in profitability and free cash generation, and is set to launch generative AI tools in the coming months. Smartsheet's valuation does not depend on the generative AI opportunity, and its shares are expected to perform well in the long term as the company continues to grow and improve its business model. Smartsheet growth is being buoyed by strong demand for its capabilities on the part of its largest users. Read the full article on Seeking Alpha
Seeking Alpha • Jun 07

Smartsheet Q1 Earnings: Unraveling The Growth Story Beyond The Numbers

Summary Smartsheet Inc. had a mixed Q1 earnings report: a beat on top line estimates, but the quarter's performance may have peaked. There are concerns over maturing customer adoption growth rates and billings falling below revenue growth rates. Cautious outlook for fiscal 2024 despite strong revenue beat, raising questions about future Smartsheet performance. Substantial stock-based compensation raises concerns about Smartsheet's underlying profitability. Read the full article on Seeking Alpha

Análisis de compensación del CEO

¿Cómo ha cambiado la remuneración de Mark Mader en comparación con los beneficios de Smartsheet?
FechaCompensación totalSalarioIngresos de la empresa
Oct 31 2024n/an/a

-US$9m

Jul 31 2024n/an/a

-US$42m

Apr 30 2024n/an/a

-US$84m

Jan 31 2024US$10mUS$587k

-US$105m

Oct 31 2023n/an/a

-US$138m

Jul 31 2023n/an/a

-US$146m

Apr 30 2023n/an/a

-US$175m

Jan 31 2023US$14mUS$540k

-US$216m

Oct 31 2022n/an/a

-US$226m

Jul 31 2022n/an/a

-US$223m

Apr 30 2022n/an/a

-US$204m

Jan 31 2022US$16mUS$462k

-US$171m

Oct 31 2021n/an/a

-US$147m

Jul 31 2021n/an/a

-US$142m

Apr 30 2021n/an/a

-US$124m

Jan 31 2021US$6mUS$440k

-US$115m

Oct 31 2020n/an/a

-US$114m

Jul 31 2020n/an/a

-US$111m

Apr 30 2020n/an/a

-US$104m

Jan 31 2020US$5mUS$400k

-US$96m

Oct 31 2019n/an/a

-US$79m

Jul 31 2019n/an/a

-US$66m

Apr 30 2019n/an/a

-US$59m

Jan 31 2019US$2mUS$350k

-US$54m

Oct 31 2018n/an/a

-US$51m

Jul 31 2018n/an/a

-US$46m

Apr 30 2018n/an/a

-US$61m

Jan 31 2018US$2mUS$325k

-US$54m

Compensación vs. Mercado: La compensación total de Mark($USD10.21M) está por encima de la media de empresas de tamaño similar en el mercado US ($USD8.29M).

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

CEO

Mark Mader (53 yo)

19yrs
Permanencia
US$10,205,886
Compensación

Mr. Mark P. Mader is a Director at Zoominfo Technologies LLC and Zoom Information, Inc. He serves as an Outside Independent Director at ZoomInfo Technologies Inc. since February 2020. He served as a member...

Equipo directivo

NombrePosiciónPermanenciaCompensaciónPropiedad
Mark Mader
President19yrsUS$10.21m0.51%
$ 40.1m
Pete Godbole
CFO & Treasurer4.1yrsUS$4.89m0.042%
$ 3.3m
Jolene Marshall
Chief Legal Officer & Secretary3.2yrsUS$3.23m0.013%
$ 1.0m
Praerit Garg
President of Product & Innovation3.2yrsUS$4.83m0.12%
$ 9.8m
John Creason
Co-Founder20yrssin datossin datos
Aaron Turner
Vice President of Investor Relations & Treasuryno datasin datossin datos
Brian Harper
Vice President of Developmentno datasin datossin datos
Jo Deal
Chief People Officerless than a yearsin datossin datos
Maxwell Long
President of Go-to-Marketless than a yearsin datossin datos
Helen Masters
Managing Director of APJless than a yearsin datossin datos
3.2yrs
Permanencia media
53yo
Promedio de edad

Equipo directivo experimentado: El equipo directivo de SMAR se considera experimentado (3.2 años antigüedad media).

Miembros de la Junta

NombrePosiciónPermanenciaCompensaciónPropiedad
Mark Mader
President19yrsUS$10.21m0.51%
$ 40.1m
Matthew McIlwain
Independent Director17.7yrsUS$234.89k0.094%
$ 7.4m
Magdalena Yesil
Independent Director7.5yrsUS$226.69k0.024%
$ 1.9m
James White
Independent Director10.7yrsUS$233.89k0.15%
$ 11.6m
Geoffrey Barker
Independent Director12.3yrsUS$231.91k0.28%
$ 22.0m
Michael Gregoire
Independent Board Chair5.1yrsUS$245.36k0.018%
$ 1.4m
Khozema Shipchandler
Independent Director1.6yrsUS$331.98k0.0019%
$ 149.4k
Peter Chiarelli
Chairman of the Federal Advisory Board4.5yrssin datossin datos
Jerry Davis
Member of Federal Advisory Board4.5yrssin datossin datos
Marina Nitze
Member of Federal Advisory Board4.5yrssin datossin datos
William Bender
Member of Federal Advisory Board4.5yrssin datossin datos
Kathryn Condon
Member of Federal Advisory Board4.5yrssin datossin datos
4.8yrs
Permanencia media
60.5yo
Promedio de edad

Junta con experiencia: La junta directiva de SMAR se considera experimentada (4.8 años de antigüedad promedio).

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2025/01/21 16:40
Precio de las acciones al final del día2025/01/21 00:00
Beneficios2024/10/31
Ingresos anuales2024/01/31

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

Smartsheet Inc. está cubierta por 9 analistas. 17 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
David HynesCanaccord Genuity
John DiFucciJefferies LLC
Brent ThillJefferies LLC