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 Résultats passés

Passé contrôle des critères 0/6

Informations clés

12.30%

Taux de croissance des bénéfices

13.82%

Taux de croissance du BPA

Software Croissance de l'industrie17.33%
Taux de croissance des recettes1.34%
Rendement des fonds propresn/a
Marge nette-9.96%
Dernière mise à jour des bénéfices30 Sep 2022

Mises à jour récentes des performances passées

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...

Ventilation des recettes et des dépenses

Comment Benefitfocus gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.


Historique des gains et des recettes

NasdaqGM:BNFT Recettes, dépenses et bénéfices (USD Millions )
DateRecettesLes revenusDépenses G+ADépenses de R&D
30 Sep 22249-258747
30 Jun 22255-369146
31 Mar 22259-399145
31 Dec 21263-399345
30 Sep 21264-389145
30 Jun 21266-258845
31 Mar 21267-218545
31 Dec 20268-289046
30 Sep 20279-339847
30 Jun 20287-4010650
31 Mar 20294-4211653
31 Dec 19296-4612155
30 Sep 19283-5512855
30 Jun 19273-5412551
31 Mar 19265-5312349
31 Dec 18259-5312148
30 Sep 18252-4711047
30 Jun 18247-4910749
31 Mar 18242-4910249
31 Dec 17237-509850
30 Sep 17232-519551
30 Jun 17233-459352
31 Mar 17236-429253
31 Dec 16237-408957
30 Sep 16225-458757
30 Jun 16212-548656
31 Mar 16197-618555

Des revenus de qualité: BNFT n'est actuellement pas rentable.

Augmentation de la marge bénéficiaire: BNFT n'est actuellement pas rentable.


Analyse des flux de trésorerie disponibles par rapport aux bénéfices


Analyse de la croissance passée des bénéfices

Tendance des revenus: BNFT n'est pas rentable, mais a réduit ses pertes au cours des 5 dernières années à un taux de 12.3% par an.

Accélération de la croissance: Impossible de comparer la croissance des bénéfices de BNFT au cours de l'année écoulée à sa moyenne sur 5 ans car elle n'est actuellement pas rentable

Bénéfices par rapport au secteur d'activité: BNFT n'est pas rentable, ce qui rend difficile la comparaison de sa croissance des bénéfices de l'année écoulée avec celle du secteur Software ( 11.8% ).


Rendement des fonds propres

ROE élevé: Le passif BNFT dépasse son actif, il est donc difficile de calculer son rendement des capitaux propres.


Rendement des actifs


Rendement des capitaux employés


Découvrir des entreprises performantes dans le passé

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.