Benefitfocus, Inc.

NasdaqGM:BNFT Rapport sur les actions

Capitalisation boursière : US$362.0m

This company has been acquired

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

Benefitfocus Gestion

Gestion contrôle des critères 1/4

Informations clés

Matt Levin

Directeur général

US$8.3m

Rémunération totale

Pourcentage du salaire du PDG4.19%
Durée du mandat du directeur général1.7yrs
Propriété du PDG1.0%
Durée moyenne d'occupation des postes de direction2.4yrs
Durée moyenne du mandat des membres du conseil d'administration1.8yrs

Mises à jour récentes de la gestion

Recent updates

Seeking Alpha • Sep 15

Benefitfocus: How The Mighty Have Fallen

Summary Today, we put Benefitfocus, Inc. in the spotlight for the first time in four years. The stock took a huge hit starting in early 2019 into the start of the pandemic and has never recovered since. Are the shares now oversold? An investment analysis follows in the paragraphs below. "The most critical time in any battle is not when I'm fatigued, it's when I no longer care." - Craig D. Lounsbrough I got an inquiry on Benefitfocus, Inc. (BNFT) this week from a Seeking Alpha follower. The last piece I put on this cloud-based benefits management provider in the summer of 2018. We took profits in this name within the model portfolio of the Busted IPO Forum a few quarters later. This turned out to be fortuitous timing, as the stock and company have fallen on very hard times since. I have not really looked at it since. Is this equity now oversold? An analysis follows below. Seeking Alpha Company Overview: Benefitfocus, Inc. is headquartered in Charleston, SC. The company provides cloud-based benefits management technology solutions for employers and health plans throughout the United States. The stock currently trades just south of $7.00 a share for an approximate market cap of $240 million. August Company Presentation Second Quarter Results: On August 3rd, the company posted second quarter numbers. Benefitfocus had a GAAP quarterly net loss of 40 cents a share, more than a dime below the consensus. Revenues fell seven percent on a year-over-year basis to $56.6 million, roughly in line with expectations. August Company Presentation Here is the breakdown of the core revenue flows during the quarter. Subscription revenue was $42.0 million, down 5% compared to the second quarter of 2021. Platform revenue was $6.6 million, up 12% compared to the second quarter of 2021. Professional services revenue was $8.0 million, down 25% compared to the second quarter of 2021. Management also provided the following forward guidance. August Company Overview Analyst Commentary & Balance Sheet: The company gets little attention from Wall Street. JPMorgan assumed coverage with a Neutral rating on BNFT late in May, with an $11 price target. Piper Sandler maintained its Hold rating on September 6th and cut its price target from $9 to $6 a share. The analyst at Sandler said her price target cut: Reflects the company's Q2 results and guidance while also noting its lack of revenue growth, margin erosion and heavily Q4-weighted guidance. Benefitfocus also offers few actual data points to back up its assertion that FY23 growth will accelerate." Those are the only two analyst firm ratings I can find on the stock so far in 2022. Just over three percent of the outstanding float in the stock is currently held short. A beneficial owner purchased just over $5 million of shares in the stock in March of this year. Since then, the CFO has disposed of nearly $600,000 worth of his holdings in BNFT.
Article d’analyse • Sep 02

A Look At The Intrinsic Value Of Benefitfocus, Inc. (NASDAQ:BNFT)

In this article we are going to estimate the intrinsic value of Benefitfocus, Inc. ( NASDAQ:BNFT ) by estimating the...
Seeking Alpha • Aug 26

Benefitfocus agrees to repurchase certain of its outstanding convertible senior notes

Benefitfocus (NASDAQ:BNFT) has agreed to repurchase certain of its 1.25% convertible senior notes due 2023.  The company will repurchase ~$114M in aggregate principal amount of the outstanding 2023 notes for ~$111M in cash representing a discount to par. Funds for the repurchase will be derived from borrowings under the company’s new senior secured credit facility. The repurchase is expected to close on August 31, 2022.
Seeking Alpha • Aug 01

Benefitfocus appoints chief technology officer

Benefits administration technology company Benefitfocus (NASDAQ:BNFT) appointed Ed Rumzis chief technology officer, effective Aug. 8. Rumzis, most recently, was the chief technology officer at bswift. Source: Press Release
Article d’analyse • Jul 21

Is It Time To Consider Buying Benefitfocus, Inc. (NASDAQ:BNFT)?

Benefitfocus, Inc. ( NASDAQ:BNFT ), might not be a large cap stock, but it saw a double-digit share price rise of over...
Article d’analyse • May 06

Calculating The Fair Value Of Benefitfocus, Inc. (NASDAQ:BNFT)

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Benefitfocus, Inc...
Article d’analyse • Mar 18

Is Benefitfocus (NASDAQ:BNFT) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Article d’analyse • Aug 05

Benefitfocus (NASDAQ:BNFT) Is Looking To Continue Growing Its Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Article d’analyse • Jun 09

Benefitfocus, Inc. (NASDAQ:BNFT) Shares Could Be 21% Below Their Intrinsic Value Estimate

In this article we are going to estimate the intrinsic value of Benefitfocus, Inc. ( NASDAQ:BNFT ) by taking the...
Article d’analyse • Apr 28

Benefitfocus (NASDAQ:BNFT) Is Doing The Right Things To Multiply Its Share Price

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...
Article d’analyse • Apr 04

Is Benefitfocus (NASDAQ:BNFT) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Article d’analyse • Mar 14

At US$14.81, Is Benefitfocus, Inc. (NASDAQ:BNFT) Worth Looking At Closely?

Benefitfocus, Inc. ( NASDAQ:BNFT ), is not the largest company out there, but it saw a significant share price rise of...
Article d’analyse • Feb 21

A Look At The Intrinsic Value Of Benefitfocus, Inc. (NASDAQ:BNFT)

Does the February share price for Benefitfocus, Inc. ( NASDAQ:BNFT ) reflect what it's really worth? Today, we will...
Article d’analyse • Jan 25

How Much Did Benefitfocus'(NASDAQ:BNFT) Shareholders Earn From Share Price Movements Over The Last Five Years?

Benefitfocus, Inc. ( NASDAQ:BNFT ) shareholders will doubtless be very grateful to see the share price up 30% in the...
Article d’analyse • Dec 30

Is Benefitfocus (NASDAQ:BNFT) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Article d’analyse • Dec 04

At US$13.85, Is It Time To Put Benefitfocus, Inc. (NASDAQ:BNFT) On Your Watch List?

Benefitfocus, Inc. ( NASDAQ:BNFT ), is not the largest company out there, but it received a lot of attention from a...

Analyse de la rémunération des PDG

Comment la rémunération de Matt Levin a-t-elle évolué par rapport aux bénéfices de Benefitfocus?
DateRémunération totaleSalaireBénéfices de l'entreprise
Sep 30 2022n/an/a

-US$25m

Jun 30 2022n/an/a

-US$36m

Mar 31 2022n/an/a

-US$39m

Dec 31 2021US$8mUS$349k

-US$39m

Rémunération vs marché: La rémunération totale de Matt ($USD 8.32M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 2.59M ).

Rémunération et revenus: Données insuffisantes pour comparer la rémunération de Matt avec les performances de l'entreprise.

PDG

Matt Levin (49 yo)

1.7yrs
Titularisation
US$8,322,919
Compensation

Mr. Matthew C. Levin, also known as Matt, serves as President, Chief Executive Officer and Director of Benefitfocus, Inc. since May 10, 2021. Mr. Levin had been Chief Strategy Officer at Automatic Data Pro...

Équipe de direction

NomPositionTitularisationCompensationPropriété
Matthew Levin
President1.7yrsUS$8.32m0.99%
$ 3.6m
Alpana Wegner
CFO & Treasurer2.4yrsUS$2.54m0.56%
$ 2.0m
Ed Rumzis
Chief Technology Officerless than a yearpas de donnéespas de données
Michael Bauer
Investor Relations8yrspas de donnéespas de données
Joel Collins
General Counsel & Chief Legal Officerno datapas de donnéespas de données
Lou Gilmore
Vice President of Corporate Development3.6yrsUS$430.37kpas de données
Peter Allen
Senior Vice President of Sales & Marketing2.8yrspas de donnéespas de données
Ana Perez
Chief Marketing Officer1.4yrspas de donnéespas de données
Robin Kirby
Chief Human Resources Officer2.3yrspas de donnéespas de données
Steve Malme
Senior Vice President of Platform Strategy & Experience2.8yrspas de donnéespas de données
Scott Gibson
Senior Vice President of Human Resources2.8yrspas de donnéespas de données
Ravi Metta
Executive Vice President of Product & Engineering2.3yrspas de donnéespas de données
2.4yrs
Durée moyenne de l'emploi
55yo
Âge moyen

Gestion expérimentée: L'équipe de direction de BNFT est considérée comme expérimentée (ancienneté moyenne 2.4 ans).

Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Matthew Levin
President1.7yrsUS$8.32m0.99%
$ 3.6m
Coretha Rushing
Independent Director1.8yrsUS$344.18k0.031%
$ 113.2k
A. Napier
Independent Director8.3yrsUS$97.32k0.11%
$ 393.2k
Douglas Dennerline
Independent Chairman8.4yrsUS$215.02k0.14%
$ 521.9k
John Park
Independent Director1.5yrsUS$184.44k0.015%
$ 53.8k
James Wilson
Independent Director1.3yrsUS$205.48k0.018%
$ 63.8k
Alexander Lerner
Independent Directorless than a yearpas de donnéespas de données
Zeynep Young
Independent Director2yrspas de donnéespas de données
1.8yrs
Durée moyenne de l'emploi
56.5yo
Âge moyen

Conseil d'administration expérimenté: Le conseil d'administration de la BNFT n'est pas considéré comme expérimenté ( 1.8 années d'ancienneté moyenne), ce qui suggère un nouveau conseil d'administration.

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2023/01/25 01:54
Cours de l'action en fin de journée2023/01/23 00:00
Les revenus2022/09/30
Revenus annuels2021/12/31

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.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* 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

Benefitfocus, Inc. est couverte par 18 analystes. 2 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.

AnalysteInstitution
Asad FaridBerenberg
David HynesCanaccord Genuity
Steven HalperCantor Fitzgerald & Co.