Vivint Smart Home, Inc.

Report azionario NYSE:VVNT

Capitalizzazione di mercato: US$2.6b

This company has been acquired

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

Vivint Smart Home Dividendi e riacquisti

Criteri Dividendo verificati 0/6

Informazioni chiave

n/a

Rendimento del dividendo

0.6%

Rendimento del riacquisto

Rendimento totale per gli azionisti0.6%
Rendimento futuro dei dividendi0%
Crescita dei dividendin/a
Prossima data di pagamento dei dividendin/a
Data di stacco del dividendon/a
Dividendo per azionen/a
Rapporto di remunerazionen/a

Aggiornamenti recenti su dividendi e riacquisti

Nessun aggiornamento

Recent updates

Seeking Alpha • Nov 08

Vivint Smart Home reports Q3 results

Vivint Smart Home press release (NYSE:VVNT): Q3 Revenue of $439.4M (+13.6% Y/Y) beats by $37.02M. Net loss improved by $51.7 million to a loss of $41.0 million.
Articolo di analisi • Sep 16

A Look At The Intrinsic Value Of Vivint Smart Home, Inc. (NYSE:VVNT)

Today we will run through one way of estimating the intrinsic value of Vivint Smart Home, Inc. ( NYSE:VVNT ) by taking...
Seeking Alpha • Sep 14

Vivint Smart Home: CPI Print Brings Caution

Summary Vivint Smart Home's stock price has doubled from the July lows. Q2 results, like Q1, demonstrated significant improvement in financial performance Y/Y. VVNT's KPI performance should give investors reasons to be optimistic. The company's cash position has been bolstered by the sale of its Canadian business. The large debt pile means any slight move in rates affects FCF considerably. Vivint Smart Home's (NYSE:VVNT) stock price has bounced back over the last few months after the company reported robust double digit growth on top and bottom lines in Q2. VVNT's stock price is now at the same point it was in late January, buckling the trend of underperformance seen in the broader markets, particularly in the growth stock arena. This has been for good reason too, VVNT's underlying business has proven its resilience against a difficult consumer backdrop and grew at a fast clip even when lapping tough Y/Y comps. Debt still weighs heavy though, and investors need to monitor the impact of rate hike increases on interest expense closely. Financial performance YTD Over the last two quarters, the firm has reported back-to-back operating profits, marking a significant improvement in comparison to 2021 which saw four straight quarters of operating losses. This was driven by strong (15%) revenue growth in Q2. The adjusted EBITDA performance was even more impressive, which came in just shy of $190M in Q2, a $30M increase compared to the prior year. Since listing in early 2020, the Adjusted EBITDA margin of ~45% has held up nicely while the absolute figure expands due to top-line growth. Free Cash Flow was $50M in Q2. This combined with the sale of the Canadian business put VVNT on a cash balance at the end of June of $248M. The company noted that the $104M generated from the sale was significantly more than they expected to gain from the subscribers over the next ten years. This appears a shrewd move and it bolsters the cash balance in a time of economic uncertainty. It will also allow VVNT to reinvest for growth (particularly on the customer acquisition side). Strong performance on KPI's This financial performance has been underpinned by the company delivering on its Key Performance Indicators, namely subscriber growth: Q2 Presentation As can be seen above, total subscribers hit 1.86M at the end of last quarter. The green sections of the chart represent the impact of the Canadian division. VVNT's subscriber count is now growing faster without the Canadian business. Growth in 2022 was 4.7% with the Canadian business and 10.8% without. Canada was growing slower than the core business. This effect on growth is also seen in Total Monthly Recurring Revenue. Q2 presentation Growth ex-Canada was 14.8% compared to 12.4% with Canada. All things considered, the disposal of the Canadian segment does look attractive. Customers of VVNT are buying more products and services and are staying with the company for longer. The attrition rate (churn) over the three months to June was the lowest in the last 14 quarters at 10.9%. Future prospects: Looks Great... but the debt VVNT reaffirmed its FY guidance, adjusted in some aspects for the Canadian disposal. Both Revenue and Adjusted EBITDA have been reaffirmed even after the removal of the Canadian operations. Whilst subscriber count and free-cash flow have both been adjusted for it. Therefore, Adjusted EBITDA is expected to be $745M with revenue at $1.63B, inferring a margin of ~45.7%.
Articolo di analisi • Aug 11

Is Now An Opportune Moment To Examine Vivint Smart Home, Inc. (NYSE:VVNT)?

Vivint Smart Home, Inc. ( NYSE:VVNT ), is not the largest company out there, but it received a lot of attention from a...
Seeking Alpha • Jul 26

Vivint Smart Home gain on report of sales process (update)

Update 11:05am: Updates shares, adds background. Vivint Smart Home (NYSE:VVNT) rose 2.3% on a report that the home security company is exploring strategic alternatives. Vivint Smart (VVNT) is said to be exploring alternatives including a possible take-private or sale of the company, according to a Dealreporter item from late Monday. Vivint Smart (VVNT) went public through a SPAC deal in late January 2020. The shares have plunged 62% since going public and have dropped 52% this year. In May Vivint Smart's CFO departed. VVNT short intertest is 7.7%.
Articolo di analisi • Feb 15

At US$6.72, Is It Time To Put Vivint Smart Home, Inc. (NYSE:VVNT) On Your Watch List?

While Vivint Smart Home, Inc. ( NYSE:VVNT ) might not be the most widely known stock at the moment, it received a lot...
Articolo di analisi • Jan 10

Estimating The Fair Value Of Vivint Smart Home, Inc. (NYSE:VVNT)

How far off is Vivint Smart Home, Inc. ( NYSE:VVNT ) from its intrinsic value? Using the most recent financial data...
Seeking Alpha • Jul 10

Vivint Smart Home: Great Product, Poor Execution

Smart homes are growing in popularity and Vivint stands to benefit from this trend, given its lineup of high-quality products. However, its poor distribution strategy leads to issues of low scalability and high capital intensity. High debt and the Buy-Now-Pay-Later mode are also risks that could hinder growth. Until we see a change in business strategy, investors should stay away from Vivint.
Articolo di analisi • Apr 07

Is There An Opportunity With Vivint Smart Home, Inc.'s (NYSE:VVNT) 34% Undervaluation?

Does the April share price for Vivint Smart Home, Inc. ( NYSE:VVNT ) reflect what it's really worth? Today, we will...
Articolo di analisi • Feb 27

Analysts Have Made A Financial Statement On Vivint Smart Home, Inc.'s (NYSE:VVNT) Yearly Report

Last week, you might have seen that Vivint Smart Home, Inc. ( NYSE:VVNT ) released its annual result to the market. The...
Articolo di analisi • Jan 20

Shareholders Are Thrilled That The Vivint Smart Home (NYSE:VVNT) Share Price Increased 103%

The Vivint Smart Home, Inc. ( NYSE:VVNT ) share price has had a bad week, falling 14%. But that doesn't change the fact...
Articolo di analisi • Dec 08

Have Insiders Been Buying Vivint Smart Home, Inc. (NYSE:VVNT) Shares This Year?

We've lost count of how many times insiders have accumulated shares in a company that goes on to improve markedly. On...

Stabilità e crescita dei pagamenti

Recupero dei dati sui dividendi

Dividendo stabile: Dati insufficienti per determinare se i dividendi per azione di VVNT siano rimasti stabili in passato.

Dividendo in crescita: Dati insufficienti per determinare se i pagamenti dei dividendi di VVNT siano aumentati.

Rendimento dei dividendi rispetto al mercato

Vivint Smart Home Rendimento dei dividendi rispetto al mercato
Come si colloca il rendimento da dividendo di VVNT rispetto al mercato?
SegmentoRendimento dei dividendi
Azienda (VVNT)n/a
Fondo del 25% del mercato (US)1.4%
Top 25% del mercato (US)4.3%
Media del settore (Consumer Services)2.4%
Analista previsionale (VVNT) (fino a 3 anni)0%

Dividendo notevole: Impossibile valutare il rendimento dei dividendi di VVNT rispetto al 25% inferiore dei pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.

Dividendo elevato: Impossibile valutare il rendimento dei dividendi di VVNT rispetto al 25% dei maggiori pagatori di dividendi, poiché la società non ha segnalato alcun pagamento recente.

Distribuzione degli utili agli azionisti

Copertura degli utili: Dati insufficienti per calcolare il payout ratio di VVNT per determinare se i suoi pagamenti di dividendi sono coperti dagli utili.

Pagamenti in contanti agli azionisti

Copertura del flusso di cassa: Impossibile calcolare la sostenibilità dei dividendi poiché VVNT non ha segnalato alcun pagamento.

Scoprire le società che pagano dividendi forti

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Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2023/03/11 17:42
Prezzo dell'azione a fine giornata2023/03/09 00:00
Utili2022/12/31
Utili annuali2022/12/31

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; abbiamo anche guide su come utilizzare i nostri report e 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

Vivint Smart Home, Inc. è coperta da 7 analisti. 5 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
Kunal MadhukarDeutsche Bank
Amit DaryananiEvercore ISI
Roderick HallGoldman Sachs