EngageSmart, Inc.

NYSE:ESMT Rapport sur les actions

Capitalisation boursière : US$3.9b

This company has been acquired

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

EngageSmart Dividendes et rachats

Dividende contrôle des critères 0/6

EngageSmart n'a pas d'antécédents de versement de dividendes.

Informations clés

n/a

Rendement du dividende

-0.07%

Rendement des rachats

Rendement total pour l'actionnaire-0.07%
Rendement futur des dividendes0%
Croissance des dividendesn/a
Prochaine date de paiement du dividenden/a
Date ex-dividenden/a
Dividende par actionn/a
Ratio de distributionn/a

Mises à jour récentes sur les dividendes et les rachats

Pas de mise à jour

Recent updates

Seeking Alpha • Oct 26

The EngageSmart Buyout Doesn't Feel Right

Summary EngageSmart, Inc. has agreed to be acquired by Vista Equity Partners in a $4 billion deal, representing a 13.9% premium to the closing price before the announcement. The company has shown strong growth, with revenue increasing from $109 million in 2020 to $303.9 million in 2022, driven by both segments of its business. The transaction raises questions about the company's potential for further growth, as well as the decision of the majority shareholder to retain a 35% stake in the combined company. Read the full article on Seeking Alpha
Article d’analyse • Sep 29

Returns Are Gaining Momentum At EngageSmart (NYSE:ESMT)

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Seeking Alpha • Aug 15

EngageSmart: Defensive Business Growing At >20% Is An Attractive Buy

Summary I recommend a buy due to the attractive growth profile, defensive business nature, and strong performance so far in this weak macro climate. ESMT provides customer engagement SaaS platforms and has shown strong growth in both the SMB and enterprise segments. The recent acquisition of Luminello assets is expected to boost ESMT's growth and profitability by expanding its capabilities and market reach. Read the full article on Seeking Alpha
Seeking Alpha • Aug 08

EngageSmart Sees SMB And Enterprise Strength As It Focuses Efforts

Summary EngageSmart, Inc. recently reported Q2 2023 financial results, beating revenue but missing EPS estimates. The company provides customer engagement software solutions to enterprises globally. EngageSmart is executing well, focusing on higher-value markets, and the stock appears undervalued. My outlook is a Buy at around $17.00. Read the full article on Seeking Alpha
Seeking Alpha • Jun 05

EngageSmart: Strong Growth And Margin Expansion Supported By Underlying Momentum

Summary ESMT remains a buy due to its consistent growth, healthy EBITDA margins, and focus on digitization of consumer bill payment processes and mental healthcare services. ESMT's underlying momentum is supported by robust quarterly transaction volume growth, expansion into new markets, and a promising outlook for FY23 and FY24. The company's 70+% gross margin suggests ample room for further EBITDA margin expansion. Read the full article on Seeking Alpha
Article d’analyse • May 29

EngageSmart (NYSE:ESMT) Is Looking To Continue Growing Its Returns On Capital

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 • Feb 09

EngageSmart (NYSE:ESMT) Is Experiencing Growth In Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Seeking Alpha • Feb 09

EngageSmart GAAP EPS of $0.03 beats by $0.02, revenue of $83.9M beats by $2.11M

EngageSmart press release (NYSE:ESMT): Q4 GAAP EPS of $0.03 beats by $0.02. Revenue of $83.9M (+36.2% Y/Y) beats by $2.11M. SMB Revenue increased 45% to $45.2 million compared to $31.1 million in the fourth quarter of 2021. Enterprise Revenue increased 27% to $38.7 million compared to $30.6 million in the fourth quarter of 2021. Total Transactions Processed increased 25% to 38.9 million compared to 31.2 million in the fourth quarter of 2021. Financial Outlook FY23 : Revenue of $380M - $384M vs. consensus of $380.04M; Adjusted EBITDA of $66.5M - $69M. 1Q23: Revenue of $86M - $87M vs. consensus of $86.12M; Adjusted EBITDA of $13.5M - $14M.
Article d’analyse • Dec 13

Estimating The Intrinsic Value Of EngageSmart, Inc. (NYSE:ESMT)

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of EngageSmart, Inc...
Seeking Alpha • Dec 07

EngageSmart: Getting Smarter

Summary EngageSmart has seen shares come down in 2022, while the business has been doing very fine. The company has seen sales growth stabilize at a high level, with real yet modest earnings reported. I like the improved setup here, as continued execution is required to deliver on an appealing investment opportunity. Shares of EngageSmart (ESMT) have seen a tough time this year, like so many technology names. With shares re-testing their lows, it is time to update the thesis which goes back to January of this year when I concluded that I was still not engaging yet with the business. A Recap EngageSmart has gone public in September 2021, yet shares have been falling out of the gate, as the timing of the IPO coincided with the boom in technology valuations, while the company witnessed slower growth and saw deleveraging on the bottom line. The company is based on the frustration of its founder to execute a simple task, that is trying to pay a utility bill. A mundane task like paying a bill, making an appointment and managing insurance claims are ripe to be automated, and that is just what EngageSmart´s software solution is doing for its clients. With that goal in mind, EngageSmart has grown to offer its SaaS applications to 70,000 SMEs and 3,000 enterprise companies at the time of the offering, active across a wide domain of industries. The company went public at $26, translating into a $3.9 billion enterprise valuation, applied to a business which generated $147 million in sales in 2020, resulting in a 26 times sales multiple. The company actually reported a GAAP operating profit of $0.6 million, which is not really a profit, but again, it is not a loss. Moreover, 97% revenue growth for 2020 looked pretty decent as well. Revenues rose 59% to $99 million in the first half of 2021, comprised out of 65% revenue growth in the first quarter and 53% growth in the second quarter, as shares rose to $34 on the first days of trading, pushing up the enterprise valuation to $5.2 billion. Shares had come down to $19 in January as third quarter sales growth slowed down to 42% with quarterly revenues coming in at $55 million and change. The issue is that slower growth was accompanied by a net loss of $8.3 million, to an important extent driven by a $6.6 million stock-based compensation expense. Part of this is due to the IPO of course, but adjusted for some items, a decline in EBITDA suggests structural margin pressure as well. With sales down to $19, translating into a $2.6 billion enterprise valuation, the company has seen sales multiples compress to 11 times, not cheap enough for me given the pace of growth decelerating and losses being apparent on the bottom line. What Happened? In February, EngageSmart posted a 37% increase in fourth quarter sales with revenues reported at $61 million and change. It is comforting to see a GAAP operating loss of just below a million, indicating a partial reversal of the trends. For the year, sales came in $216 million on which $30 million in adjusted EBITDA was reported. The company guided for 2022 sales to grow to $280-$285 million, which marks solid 30% revenue growth, yet EBITDA of $29-$31 million is set to be dead flat in dollar terms, hinting towards further margin pressure and likely some realistic losses as well. The company started the year on a solid note with first quarter sales up 42% to $67 million and change as the company posted a GAAP operating profit of $3 million on the back of a $10.6 million EBITDA number. Following the arguably strong start to the year, the company hiked the full-year guidance to $290-$294 million in sales and $38-$40 million in EBITDA, quite a big hike. Second quarter sales even rose by 43% to arrive at nearly $74 million with GAAP operating profits increasing to $4 million, as these comforting results triggered the company into hiking the guidance a bit further. The pace of revenue growth has been resilient in the third quarter as well, with sales up 42% to nearly $79 million on which an operating profit of nearly $5 million was reported. On the back of the results, the company hiked the full-year guidance, now seeing sales just over $300 million with EBITDA seen at $47 million. The 169 million shares now trade at $15, translating into an equity valuation of $2.5 billion here, or about $2.2 billion if we factor in a current net cash position of $293 million. Based on the share price stagnation and revenue growth, forward sales multiples have fallen to 7 times. Operating earnings trend around $20 million here, translating into sky-high earnings multiples, but at least the business is profitable. And Now? The reality is that the combination of sales growth and a decline in the share price has resulted in sales multiples having come down from 11 to 7 times, all while growth has stabilized at 40%, quite impressive. More important perhaps, the company has regained profitability and has actually been expanding profits a bit in recent quarters. The question is how far the business can grow, as the potential is huge of course given the wide addressable market. In the third quarter, the company processed 3.5 million transactions, indicating revenues per transaction to come in around $2, or just a couple of pennies above that. That is not fair either, as the business model is based on fixed subscription fees and variable consumption revenues.
Article d’analyse • Nov 16

EngageSmart's (NYSE:ESMT) Earnings Are Of Questionable Quality

Despite posting some strong earnings, the market for EngageSmart, Inc.'s ( NYSE:ESMT ) stock hasn't moved much. We did...
Seeking Alpha • Nov 03

EngageSmart reports Q3 earnings beat; FY22 outlook confirmed

EngageSmart press release (NYSE:ESMT): Q3 GAAP EPS of $0.04 beats by $0.03. Revenue of $78.8M (+42.0% Y/Y) beats by $3.93M. Adjusted EBITDA was $13.2M, representing 16.8% Adjusted EBITDA Margin, compared to $8.7M, or 15.6% Adjusted EBITDA Margin, for the third quarter of 2021. Cash and Cash Equivalents were $293.5M as of September 30, 2022, compared to $254.3M as of December 31, 2021. Total Number of Customers increased 26% to 97,800 as of September 30, 2022, compared to 77,400 as of September 30, 2021. Total Transactions Processed increased 31% to 37.5 million compared to 28.6 million in the third quarter of 2021. Financial Outlook FY22 : Revenue of $300.5M - $302.0M vs. consensus of $297.35M; Adjusted EBITDA of $46.5M - $47.5M.
Article d’analyse • Nov 02

Investors Will Want EngageSmart's (NYSE:ESMT) Growth In ROCE To Persist

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Article d’analyse • Aug 07

Results: EngageSmart, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

EngageSmart, Inc. ( NYSE:ESMT ) investors will be delighted, with the company turning in some strong numbers with its...
Seeking Alpha • Aug 04

EngageSmart GAAP EPS of $0.04 beats by $0.02, revenue of $73.86M beats by $3.81M

EngageSmart press release (NYSE:ESMT): Q2 GAAP EPS of $0.04 beats by $0.02. Revenue of $73.86M (+42.7% Y/Y) beats by $3.81M.
Seeking Alpha • Jan 20

EngageSmart: Still Not Engaging Yet

EngageSmart has seen a tough couple of months after the public offering as a further slowdown in growth and real deleveraging on the bottom line make investors rightfully cautious. This coincided with a technology sell-off, making many other technology names much more interesting as well. Given the third quarter trends and lackluster fourth quarter guidance, I am by far not comfortable yet to start engaging, and thus, I am not buying the dip yet.
Seeking Alpha • Oct 06

EngageSmart CEO Robert Bennett - Digital Automation Eliminates Manual Tasks (Video)

EngageSmart provides SaaS based customer engagement software and integrated payment solutions and recently went public via IPO. CEO Robert Bennett on disrupting the financial and healthcare industry’s billing practices. Competing against larger firms and downward pricing pressure.
Seeking Alpha • Sep 29

EngageSmart: Smart To Engage?

EngageSmart has gone public in a very successful public offering. The company has seen solid growth by automating seemingly mundane everyday tasks. While profitability and growth is very much liked, a rapid deceleration in the pace of growth to roughly 50% and a 25 times sales multiple looks too steep.

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Données insuffisantes pour déterminer si les dividendes par action de ESMT ont été stables dans le passé.

Dividende croissant: Données insuffisantes pour déterminer si les paiements de dividendes de ESMT ont augmenté.

Rendement des dividendes par rapport au marché

EngageSmart Rendement des dividendes par rapport au marché
Comment le rendement du dividende de ESMT se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (ESMT)n/a
25% du marché (US)1.4%
25% du marché (US)4.2%
Moyenne du secteur (Software)0.9%
Analyste prévisionnel (ESMT) (jusqu'à 3 ans)0%

Dividende notable: Impossible d'évaluer le rendement des dividendes de ESMT par rapport aux 25 % les moins bien payés par les actionnaires, car la société n'a signalé aucun versement récent.

Dividende élevé: Impossible d'évaluer le rendement des dividendes de ESMT par rapport aux 25 % des principaux payeurs de dividendes, car la société n'a signalé aucun versement récent.

Bénéfice distribué aux actionnaires

Couverture des revenus: Données insuffisantes pour calculer le ratio de distribution de ESMT afin de déterminer si les dividendes versés sont couverts par les bénéfices.

Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Impossible de calculer la durabilité des dividendes car ESMT n'a signalé aucun versement.

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Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2024/01/25 19:58
Cours de l'action en fin de journée2024/01/25 00:00
Les revenus2023/09/30
Revenus annuels2022/12/31

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

EngageSmart, Inc. est couverte par 9 analystes. 9 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
Jason KupferbergBofA Global Research
Ashwin ShirvaikarCitigroup Inc
Jeffrey Van RheeCraig-Hallum Capital Group LLC