Thryv Holdings Résultats passés
Passé contrôle des critères 3/6
Les bénéfices de Thryv Holdings ont diminué à un taux annuel moyen de -49.6%, tandis que le secteur Media a vu ses bénéfices augmenter de en à 5.4% par an. Les revenus ont augmenté de en baisse à un taux moyen de 9.3% par an. Le rendement des capitaux propres de Thryv Holdings est 6.4% et ses marges nettes sont de 1.9%.
Informations clés
-49.63%
Taux de croissance des bénéfices
-50.67%
Taux de croissance du BPA
| Media Croissance de l'industrie | 13.17% |
| Taux de croissance des recettes | -9.28% |
| Rendement des fonds propres | 6.42% |
| Marge nette | 1.88% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • Apr 28
THRY: AI SaaS Pivot Will Reshape 2026 Churn And Cash Outlook
Analysts have sharply cut Thryv Holdings' average price targets, with examples ranging from a move to $5 from $15 and to $7 from $13, as they factor in the planned shift toward an AI native unified SaaS platform, expected near term churn among smaller customers, and a focus on higher value clients over time. Analyst Commentary Recent price target cuts reflect a reset in expectations as bearish analysts react to Thryv's planned move toward an AI native unified SaaS platform and the related guidance for 2026.
Mise à jour du récit • Apr 14
THRY: AI Native SaaS Pivot Will Ultimately Support Margin And Cash Flow Recovery
Analysts cut the fair value estimate for Thryv Holdings to $6.00 from $15.00, reflecting reduced price targets in the $5 to $7 range as they factor in softer revenue assumptions, higher required returns, lower future P/E expectations, and a focus on improved profit margins during the shift toward an AI native, unified SaaS platform. Analyst Commentary Recent research takes a more cautious stance on upside potential, but there are still clear pockets of optimism around Thryv Holdings as it leans into an AI native, unified SaaS model.Mise à jour du récit • Mar 30
THRY: AI Native SaaS Pivot Will Reset 2026 Churn And Cash Profile
Narrative Update Analysts have cut Thryv Holdings' price targets sharply, with recent moves from $15 to $5 and from $13 to $7. These changes reflect concerns around the SaaS transition toward an AI native unified platform and near term churn risk, even as analysts note potential upside from higher value clients over time.Seeking Alpha • Mar 28
Thryv: Good Value, But SaaS Execution Is Shakier (Downgrade)
Summary Thryv has lost 60% YTD, pressured by SaaS sector turmoil and macro headwinds. At a 3.4x EV/FY26 adjusted EBITDA multiple, THRY appears deeply discounted, but execution risk remains high. FY26 guidance calls for $611–$631M revenue (-20% to -22%) and $100–$110M adjusted EBITDA (-31% midpoint). I downgrade THRY to neutral, citing weak growth outlook and customer churn risk despite low valuation. Read the full article on Seeking AlphaMise à jour du récit • Mar 16
THRY: AI Native SaaS Transition Will Reshape 2026 Outlook And Risk Profile
Narrative Update Analysts have cut the average price target for Thryv Holdings sharply, with recent moves from $15 to $5 and from $13 to $7. These changes are tied to concerns about the shift toward an AI native unified SaaS platform, expected churn among smaller customers, and uncertainty around the 2026 outlook for small business spending.
Mise à jour du récit • Mar 02
THRY: AI Native SaaS Shift And Index Removals Will Set Up Rebound
Analysts have reduced their price targets on Thryv Holdings, with our fair value estimate moving from $13.00 to $4.75, as they factor in the shift toward an AI native unified SaaS platform, higher expected churn among smaller clients, updated discount rate assumptions, and a lower future P/E multiple despite slightly higher projected profit margins. Analyst Commentary Recent Street research has focused on how Thryv's shift toward an AI native unified SaaS platform and updated guidance are feeding into valuation, growth expectations, and execution risk.Mise à jour du récit • Feb 16
THRY: Index Removals Will Set Stage For Future Upside Potential
Analysts now see Thryv Holdings as fairly valued at $13.00 per share, with the updated target based on slightly adjusted assumptions for the discount rate, revenue trajectory, profit margins and future P/E expectations. What's in the News Thryv Holdings, Inc.Mise à jour du récit • Feb 02
THRY: Self Serve SaaS Transition Will Eventually Clarify And Support Recovery Potential
Analysts have maintained their fair value estimate for Thryv Holdings at US$15.00, incorporating slightly softer revenue growth assumptions and a modestly higher discount rate. This reflects concerns about challenging SaaS growth and limited near term visibility highlighted in recent research.Article d’analyse • Jan 28
Thryv Holdings, Inc.'s (NASDAQ:THRY) 26% Dip In Price Shows Sentiment Is Matching Revenues
Unfortunately for some shareholders, the Thryv Holdings, Inc. ( NASDAQ:THRY ) share price has dived 26% in the last...Mise à jour du récit • Jan 19
THRY: Self Serve SaaS Transition Will Eventually Support Medium Term Upside
Analysts have kept their fair value estimate for Thryv Holdings steady at $13.00. However, with a slightly higher discount rate and future P/E assumption, many are tempering expectations in light of recent downgrades that cite challenging growth dynamics and limited near term visibility in the SaaS transition.Mise à jour du récit • Jan 05
THRY: Self Serve Transition Will Set Up SaaS Business For Recovery
Analysts have reduced their price target on Thryv Holdings from US$26 to US$15, citing recent downgrades and concerns about challenging growth in the software business, as well as limited near term visibility while the company works through a transition in its customer acquisition model. Analyst Commentary Recent commentary from Street research has shifted to a more cautious tone, with the stock moving to a Market Perform stance and no formal price target.Mise à jour du récit • Dec 15
THRY: Self-Serve SaaS Pivot Will Drive Medium-Term Upside Despite Downgrade
Analysts have nudged their price target for Thryv Holdings slightly higher to $13.00 from $13.00, reflecting updated modeling assumptions that modestly tweak discount rates and long term profitability, while still highlighting near term growth visibility challenges in the SaaS transition. Analyst Commentary Recent research updates underscore a mixed backdrop for Thryv Holdings, with valuation adjustments reflecting both execution risk in the SaaS pivot and potential upside if the transition stabilizes.Mise à jour du récit • Nov 30
THRY: Self-Serve Transition Will Drive Medium-Term Upside Amid Downgrade Concerns
Analysts have modestly lowered their fair value estimate for Thryv Holdings to $13.00 per share. This change reflects concerns about challenging growth and limited visibility in the company’s near-term outlook.Mise à jour du récit • Nov 16
THRY: Future Revenue Stream Will Depend On Stabilizing Self-Serve Transition
Analysts have lowered their fair value price target for Thryv Holdings from $19.50 to $13.00. They cite increased uncertainty over the company’s growth prospects and profitability during a challenging transition period.Article d’analyse • Nov 04
Why Investors Shouldn't Be Surprised By Thryv Holdings, Inc.'s (NASDAQ:THRY) 41% Share Price Plunge
The Thryv Holdings, Inc. ( NASDAQ:THRY ) share price has fared very poorly over the last month, falling by a...Mise à jour du récit • Nov 01
THRY: Digital Transformation Will Support Future Margin Improvement And Value Creation
Analysts have lowered their price target for Thryv Holdings from $21.75 to $19.50, citing increased discount rates, reduced revenue growth expectations, and a lower profit margin outlook for the company. Valuation Changes Consensus Analyst Price Target has decreased from $21.75 to $19.50, reflecting a lower expected valuation for Thryv Holdings.Article d’analyse • Aug 01
Is There An Opportunity With Thryv Holdings, Inc.'s (NASDAQ:THRY) 30% Undervaluation?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Thryv Holdings fair value estimate is US$18.73 Thryv Holdings...Nouveau récit • May 29
SaaS Shift Will Unlock Broader Digital Opportunities
Ongoing shift to SaaS and deeper client engagement drives improved margins, predictable earnings, and reduces churn for long-term growth stability.Article d’analyse • May 06
Thryv Holdings, Inc.'s (NASDAQ:THRY) 26% Share Price Surge Not Quite Adding Up
Those holding Thryv Holdings, Inc. ( NASDAQ:THRY ) shares would be relieved that the share price has rebounded 26% in...Article d’analyse • Mar 19
Thryv Holdings, Inc. (NASDAQ:THRY) Shares May Have Slumped 25% But Getting In Cheap Is Still Unlikely
Thryv Holdings, Inc. ( NASDAQ:THRY ) shares have retraced a considerable 25% in the last month, reversing a fair amount...Article d’analyse • Feb 28
An Intrinsic Calculation For Thryv Holdings, Inc. (NASDAQ:THRY) Suggests It's 42% Undervalued
Key Insights The projected fair value for Thryv Holdings is US$30.04 based on 2 Stage Free Cash Flow to Equity Thryv...Article d’analyse • Jan 17
What Thryv Holdings, Inc.'s (NASDAQ:THRY) P/S Is Not Telling You
It's not a stretch to say that Thryv Holdings, Inc.'s ( NASDAQ:THRY ) price-to-sales (or "P/S") ratio of 0.8x seems...Article d’analyse • Sep 27
Revenues Not Telling The Story For Thryv Holdings, Inc. (NASDAQ:THRY)
It's not a stretch to say that Thryv Holdings, Inc.'s ( NASDAQ:THRY ) price-to-sales (or "P/S") ratio of 0.7x right now...Article d’analyse • Aug 04
Thryv Holdings, Inc. Just Missed Earnings - But Analysts Have Updated Their Models
Shareholders might have noticed that Thryv Holdings, Inc. ( NASDAQ:THRY ) filed its second-quarter result this time...Article d’analyse • Jul 17
Thryv Holdings' (NASDAQ:THRY) Returns On Capital Not Reflecting Well On The Business
If we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Typically...Article d’analyse • Jun 07
Shareholders May Be Wary Of Increasing Thryv Holdings, Inc.'s (NASDAQ:THRY) CEO Compensation Package
Key Insights Thryv Holdings will host its Annual General Meeting on 13th of June Total pay for CEO Joe Walsh includes...Article d’analyse • May 23
Is There Now An Opportunity In Thryv Holdings, Inc. (NASDAQ:THRY)?
Thryv Holdings, Inc. ( NASDAQ:THRY ), is not the largest company out there, but it saw significant share price movement...Article d’analyse • May 05
Thryv Holdings, Inc. Just Missed EPS By 46%: Here's What Analysts Think Will Happen Next
Shareholders might have noticed that Thryv Holdings, Inc. ( NASDAQ:THRY ) filed its first-quarter result this time last...Article d’analyse • Apr 24
Revenues Not Telling The Story For Thryv Holdings, Inc. (NASDAQ:THRY)
It's not a stretch to say that Thryv Holdings, Inc.'s ( NASDAQ:THRY ) price-to-sales (or "P/S") ratio of 0.9x seems...Article d’analyse • Jan 06
Thryv Holdings (NASDAQ:THRY) Shareholders Will Want The ROCE Trajectory To Continue
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Article d’analyse • Oct 09
Does Thryv Holdings (NASDAQ:THRY) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Thryv Holdings gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 771 | 14 | 427 | 40 |
| 31 Dec 25 | 785 | 0 | 446 | 39 |
| 30 Sep 25 | 780 | 18 | 459 | 0 |
| 30 Jun 25 | 758 | -84 | 461 | 0 |
| 31 Mar 25 | 772 | -92 | 436 | 26 |
| 31 Dec 24 | 824 | -74 | 447 | 16 |
| 30 Sep 24 | 874 | -340 | 478 | 0 |
| 30 Jun 24 | 878 | -271 | 484 | 0 |
| 31 Mar 24 | 905 | -260 | 496 | 0 |
| 31 Dec 23 | 917 | -259 | 483 | 13 |
| 30 Sep 23 | 960 | -52 | 485 | 0 |
| 30 Jun 23 | 1,057 | -12 | 508 | 0 |
| 31 Mar 23 | 1,140 | 30 | 512 | 0 |
| 31 Dec 22 | 1,202 | 54 | 534 | 0 |
| 30 Sep 22 | 1,167 | 110 | 530 | 0 |
| 30 Jun 22 | 1,184 | 132 | 505 | 0 |
| 31 Mar 22 | 1,141 | 99 | 484 | 0 |
| 31 Dec 21 | 1,113 | 102 | 497 | 0 |
| 30 Sep 21 | 1,116 | 206 | 456 | 0 |
| 30 Jun 21 | 1,059 | 171 | 472 | 0 |
| 31 Mar 21 | 1,071 | 158 | 474 | 0 |
| 31 Dec 20 | 1,109 | 149 | 486 | 0 |
| 30 Sep 20 | 1,208 | 37 | 549 | 0 |
| 30 Jun 20 | 1,286 | 37 | 536 | 0 |
| 31 Mar 20 | 1,332 | 29 | 546 | 0 |
| 31 Dec 19 | 1,421 | 36 | 641 | 0 |
| 30 Sep 19 | 1,491 | 59 | 508 | 0 |
| 30 Jun 19 | 1,622 | 79 | 557 | 0 |
| 31 Mar 19 | 1,734 | 86 | 595 | 0 |
| 31 Dec 18 | 1,784 | 52 | 621 | 0 |
| 30 Sep 18 | 1,830 | 108 | 742 | 0 |
| 30 Jun 18 | 1,835 | -24 | 720 | 0 |
| 31 Mar 18 | 1,592 | -102 | 662 | 0 |
| 31 Dec 17 | 1,318 | -171 | 570 | 0 |
| 31 Dec 16 | 943 | -623 | 376 | 0 |
| 31 Dec 15 | 1,498 | -263 | 483 | 0 |
| 30 Sep 15 | 1,590 | -313 | 531 | 0 |
| 30 Jun 15 | 1,678 | -305 | 490 | 0 |
Des revenus de qualité: THRY a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: THRY est devenu rentable dans le passé.
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: THRY est devenue rentable au cours des 5 dernières années, augmentant ses bénéfices de -49.6% par an.
Accélération de la croissance: THRY est devenu rentable au cours de l'année dernière, ce qui rend le taux de croissance des bénéfices difficile à comparer à sa moyenne sur 5 ans.
Bénéfices par rapport au secteur d'activité: THRY est devenue rentable au cours de l'année dernière, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Media ( 5% ).
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de THRY ( 6.4% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/20 03:29 |
| Cours de l'action en fin de journée | 2026/05/20 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Thryv Holdings, Inc. est couverte par 8 analystes. 4 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Stephen Weiss | BofA Global Research |
| Jason Alper | BTIG |
| Jason Kreyer | Craig-Hallum Capital Group LLC |