Thinkific Labs Inc.

Report azionario TSX:THNC

Capitalizzazione di mercato: CA$83.8m

Thinkific Labs Gestione

Criteri Gestione verificati 0/4

Thinkific Labs Il CEO è Greg Smith, nominato in Apr2012, e ha un mandato di 14.17 anni. la retribuzione annua totale è $ 345.57K, composta da 86.4% di stipendio e 13.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 29.88% delle azioni della società, per un valore di CA$ 25.03M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.5 anni e 1.8 anni.

Informazioni chiave

Greg Smith

Amministratore delegato

US$345.6k

Compenso totale

Percentuale dello stipendio del CEO86.45%
Mandato del CEO14.2yrs
Proprietà del CEO29.9%
Durata media del management1.5yrs
Durata media del Consiglio di amministrazione1.8yrs

Aggiornamenti recenti sulla gestione

Articolo di analisi Jun 13

Shareholders Will Probably Hold Off On Increasing Thinkific Labs Inc.'s (TSE:THNC) CEO Compensation For The Time Being

Key Insights Thinkific Labs will host its Annual General Meeting on 20th of June Total pay for CEO Greg Smith includes...

Recent updates

Aggiornamento della narrazione Jun 23

THNC: Margin Reset And Leadership Transition Will Support Future Upside Potential

Analysts trimmed their price target on Thinkific Labs by CA$0.25, citing refreshed assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What’s in the News for Thinkific Labs Thinkific Labs appointed Leigh Ramsden as Chief Financial Officer, effective June 1, 2026, following his prior finance leadership roles at Trulioo and Absolute Software.
Aggiornamento della narrazione Jun 08

THNC: New Finance Leadership And Guidance Will Support Future Upside Repricing

Analysts have trimmed their CA$ price target on Thinkific Labs by CA$0.25, reflecting updated assumptions around discount rates, profit margins and future P/E expectations. What's in the News Thinkific Labs issued earnings guidance for the second quarter of 2026, with expected revenue in the range of $18.2 million to $18.5 million.
Aggiornamento della narrazione May 25

THNC: Enterprise Shift And Margin Reset May Drive Future Upside Potential

Analysts have trimmed their blended price target on Thinkific Labs to about CA$2.50 from roughly CA$3.00, reflecting recent target cuts to CA$2.25 at CIBC, CA$2.00 at Canaccord and a CA$0.25 reduction at BMO Capital, as they factor in weaker growth assumptions, a higher discount rate and more moderate future P/E expectations despite improved margin forecasts. Analyst Commentary Recent price target revisions on Thinkific Labs point to a more cautious stance, but they also outline areas where analysts still see potential, especially if execution around the move to higher-value enterprise customers improves.
Aggiornamento della narrazione May 10

THNC: Enterprise Shift And Buybacks Will Support Future Upside Repricing

Analysts have trimmed their average price targets on Thinkific Labs by CA$0.25 to CA$2.25, citing reduced fair value estimates, more moderate revenue growth assumptions, slightly softer margin expectations, a lower future P/E, and recent downgrades and neutral ratings from several firms. Analyst Commentary Recent research on Thinkific Labs clusters around more cautious expectations, with analysts focusing on execution around the shift toward higher-value enterprise customers, revised profit guidance, and lower valuation multiples reflected in trimmed price targets.
Aggiornamento della narrazione Apr 22

THNC: Enterprise Shift And Buybacks Will Support Future Rerating

Narrative Update on Thinkific Labs The consolidated analyst price target for Thinkific Labs has moved lower by CA$0.25 to CA$2.25, as analysts cite reduced visibility from the shift toward higher value enterprise customers and weaker EBITDA margin guidance, with growth reacceleration now expected later in the year. Analyst Commentary Recent research updates signal a more cautious stance on Thinkific Labs, with lower price targets and a shift in ratings that reflect both execution risk around the upmarket transition and questions around near term profitability.
Aggiornamento della narrazione Apr 07

THNC: Enterprise Shift And H2 Reacceleration Expectations May Support Upside Potential

Narrative Update Analysts have cut their average price targets on Thinkific Labs to a range of about CA$2 to CA$2.25, reflecting caution around the company's transition toward higher-value enterprise customers and its weaker EBITDA margin guidance. Analyst Commentary Recent Street research on Thinkific Labs points to a more cautious stance, with price targets reset to around CA$2 to CA$2.25 and ratings moved to Neutral or Hold.
Aggiornamento della narrazione Mar 24

THNC: Upmarket Enterprise Focus And Buybacks Will Support Future Repricing

Analysts have trimmed their average price target for Thinkific Labs from CA$2.25 to CA$2.00, citing reduced fair value estimates, a higher discount rate, more modest revenue growth assumptions, and updated expectations for profit margins and future P/E levels, as reflected in recent research from CIBC and Canaccord. Analyst Commentary Analysts are recalibrating their views on Thinkific Labs, with recent research pointing to both potential opportunities and clear execution risks as the company focuses more on larger, higher-value enterprise customers.
Aggiornamento della narrazione Mar 09

THNC: Upmarket Enterprise Shift And Neutral Rating Outlook May Support Upside

Analysts have trimmed their average price targets on Thinkific Labs to a range of about CA$2 to CA$2.25, down from prior levels near CA$2.50 to CA$4.25. This reflects reduced fair value estimates, slightly higher discount rates, and more cautious views on growth, margins, and future P/E.
Aggiornamento della narrazione Feb 23

THNC: Higher Margin Outlook Will Support Improved Earnings Multiple Potential

Analysts have trimmed their price target on Thinkific Labs by CA$0.07 to CA$2.43, citing updated assumptions around revenue growth, profit margins, and a slightly higher discount rate, while keeping future P/E expectations broadly in line with prior views. Valuation Changes Fair Value: CA$2.50 to CA$2.43, a modest reduction in the modelled estimate.
Aggiornamento della narrazione Feb 08

THNC: Share Repurchases And Market Perform Rating Will Support Future Repricing

Analysts have trimmed their price target for Thinkific Labs to C$3.00, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and a much higher future P/E that also supported a recent downgrade to Market Perform. Analyst Commentary Bullish Takeaways Bullish analysts still see upside to the revised C$3.00 target, indicating they view the current market price as already reflecting many of the known execution risks.
Aggiornamento della narrazione Jan 25

THNC: Share Buybacks And Neutral Rating Outlook May Support Future Upside

Analysts have reduced their fair value estimate for Thinkific Labs from about $5.01 to roughly $4.19 per share. This reflects a lower price target following a recent downgrade to Market Perform and updated assumptions for growth, margins, discount rate, and future P/E.
Aggiornamento della narrazione Jan 11

THNC: Share Repurchases And Market Perform Rating Will Support Future Upside

Analysts have trimmed their price target on Thinkific Labs to C$3.01 from C$3.05, citing slightly lower profit margin assumptions and a modestly higher future P/E. This adjustment is consistent with a recent downgrade to Market Perform and a C$3 target from Street research.
Aggiornamento della narrazione Dec 22

THNC: Share Repurchases Will Support Future Upside After Market Perform Downgrade

Narrative Update on Thinkific Labs Analysts have reduced their price target on Thinkific Labs to C$3.00, citing a more cautious outlook that offsets modest improvements in profit margin expectations and a slightly lower assumed future price to earnings multiple. Analyst Commentary Analysts have taken a more balanced stance on Thinkific Labs, reflecting both the company’s progress and the constraints on its near term growth and valuation potential at the current price target.
Aggiornamento della narrazione Dec 08

THNC: Share Repurchases Will Support Future Upside Despite Market Perform Downgrade

Analysts have maintained their price target on Thinkific Labs at C$3.05, reflecting slightly higher discount rate assumptions and more modest revenue growth expectations following a recent sector-wide reassessment. Analyst Commentary Analysts acknowledge that the recent downgrade to Market Perform reflects a more balanced risk reward profile for Thinkific Labs at current levels, rather than a fundamental shift in the company’s long term prospects.
Articolo di analisi Dec 03

Thinkific Labs Inc. (TSE:THNC) Not Doing Enough For Some Investors As Its Shares Slump 26%

Thinkific Labs Inc. ( TSE:THNC ) shares have had a horrible month, losing 26% after a relatively good period...
Aggiornamento della narrazione Nov 24

THNC: Share Repurchase Program Will Support Long-Term Margin Stability

Narrative Update on Thinkific Labs Analysts have lowered their price target for Thinkific Labs from $3.46 to $3.05, citing moderated revenue growth expectations and a recent downgrade in rating. Analyst Commentary Following the recent revision to a Market Perform rating, analysts have provided insights highlighting both optimistic and cautious perspectives regarding Thinkific Labs' outlook and valuation.
Aggiornamento della narrazione Aug 10

AI Integration And Upmarket Shift Will Empower Digital Education

Thinkific Labs' consensus price target has been revised downward, primarily reflecting slower expected revenue growth and a higher future P/E ratio, now implying a fair value of CA$3.46 per share. What's in the News Thinkific Labs provided Q3 2025 revenue guidance of $18.1–$18.4 million.
Articolo di analisi Jun 13

Shareholders Will Probably Hold Off On Increasing Thinkific Labs Inc.'s (TSE:THNC) CEO Compensation For The Time Being

Key Insights Thinkific Labs will host its Annual General Meeting on 20th of June Total pay for CEO Greg Smith includes...
Articolo di analisi May 08

Results: Thinkific Labs Inc. Confounded Analyst Expectations With A Surprise Profit

It's been a pretty great week for Thinkific Labs Inc. ( TSE:THNC ) shareholders, with its shares surging 13% to CA$2.70...
Articolo di analisi May 06

There's Reason For Concern Over Thinkific Labs Inc.'s (TSE:THNC) Massive 72% Price Jump

Thinkific Labs Inc. ( TSE:THNC ) shareholders would be excited to see that the share price has had a great month...
User avatar
Nuova narrazione Feb 26

AI Tools And New Features Will Improve Future Customer Retention

Accelerated adoption of Thinkific Commerce and expanded payment features are driving revenue growth through higher transaction sizes and increased commerce usage.
Articolo di analisi Jun 13

Most Shareholders Will Probably Find That The Compensation For Thinkific Labs Inc.'s (TSE:THNC) CEO Is Reasonable

Key Insights Thinkific Labs' Annual General Meeting to take place on 20th of June CEO Greg Smith's total compensation...
Articolo di analisi Feb 13

Thinkific Labs Inc.'s (TSE:THNC) 26% Jump Shows Its Popularity With Investors

Thinkific Labs Inc. ( TSE:THNC ) shares have continued their recent momentum with a 26% gain in the last month alone...
Articolo di analisi Jan 23

Here's Why We're Not At All Concerned With Thinkific Labs' (TSE:THNC) Cash Burn Situation

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Articolo di analisi Nov 24

Thinkific Labs Inc.'s (TSE:THNC) 27% Jump Shows Its Popularity With Investors

Thinkific Labs Inc. ( TSE:THNC ) shares have continued their recent momentum with a 27% gain in the last month alone...
Articolo di analisi Nov 09

Thinkific Labs Inc. (TSE:THNC) Shares Could Be 22% Below Their Intrinsic Value Estimate

Key Insights Thinkific Labs' estimated fair value is CA$3.22 based on 2 Stage Free Cash Flow to Equity Thinkific Labs...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Greg Smith rispetto agli utili di Thinkific Labs?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

-US$224k

Dec 31 2025US$346kUS$299k

US$1m

Sep 30 2025n/an/a

US$266k

Jun 30 2025n/an/a

US$675k

Mar 31 2025n/an/a

US$1m

Dec 31 2024US$301kUS$261k

-US$237k

Sep 30 2024n/an/a

US$741k

Jun 30 2024n/an/a

-US$770k

Mar 31 2024n/an/a

-US$4m

Dec 31 2023US$335kUS$258k

-US$10m

Sep 30 2023n/an/a

-US$14m

Jun 30 2023n/an/a

-US$23m

Mar 31 2023n/an/a

-US$31m

Dec 31 2022US$336kUS$302k

-US$36m

Sep 30 2022n/an/a

-US$42m

Jun 30 2022n/an/a

-US$42m

Mar 31 2022n/an/a

-US$37m

Dec 31 2021US$223kUS$223k

-US$26m

Compensazione vs Mercato: La retribuzione totale di Greg ($USD 345.57K ) è superiore alla media delle aziende di dimensioni simili nel mercato Canadian ($USD 152.39K ).

Compensazione vs guadagni: La retribuzione di Greg è aumentata nonostante l'azienda non sia redditizia.


AMMINISTRATORE DELEGATO

Greg Smith

14.2yrs
Mandato
US$345,573
Compensazione

Mr. Greg Smith, B.Com., L.L.B., is a Co-Founder of Thinkific Labs Inc. and serves as its Chief Executive Officer and Director since April 11, 2012. He is responsible for the overall strategic direction of...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Greg Smith
Co-Founder14.2yrsUS$345.57k29.88%
CA$ 25.0m
Elise Stribos
Chief People Officer1.1yrsUS$395.38k0.0043%
CA$ 3.6k
Amanda Malko
Chief Revenue Officer2yrsUS$764.36k0.088%
CA$ 73.7k
Leigh Ramsden
Chief Financial Officerno dataNessun datoNessun dato
Joo-Hun Kim
Investor Relations Contactno dataNessun datoNessun dato
1.5yrs
Durata media

Gestione esperta: Il team dirigenziale di THNC non è considerato esperto (durata media 1.5 anni), il che suggerisce un nuovo team.


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Greg Smith
Co-Founder14.2yrsUS$345.57k29.88%
CA$ 25.0m
Paula Boggs
Independent Director1.8yrsUS$159.19kNessun dato
Jean Lavigueur
Independent Directorless than a yearNessun datoNessun dato
Russell Mann
Independent Chairman of the Board1.8yrsUS$161.75kNessun dato
Lori Ell
Independent Director1.8yrsUS$118.35kNessun dato
Melanie Kalemba
Independent Director4yrsUS$159.33kNessun dato
1.8yrs
Durata media
62.5yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di THNC non è considerato esperto (durata media del mandato 1.8 anni), il che suggerisce un nuovo consiglio.


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/26 05:18
Prezzo dell'azione a fine giornata2026/06/26 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Thinkific Labs Inc. è coperta da 6 analisti. 4 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Martin TonerATB Cormark
Gavin FairweatherATB Cormark
Thanos MoschopoulosBMO Capital Markets Equity Research