Benefitfocus, Inc.

Report azionario NasdaqGM:BNFT

Capitalizzazione di mercato: 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 Gestione

Criteri Gestione verificati 1/4

Informazioni chiave

Matt Levin

Amministratore delegato

US$8.3m

Compenso totale

Percentuale dello stipendio del CEO4.19%
Mandato del CEO1.7yrs
Proprietà del CEO1.0%
Durata media del management2.4yrs
Durata media del Consiglio di amministrazione1.8yrs

Aggiornamenti recenti sulla gestione

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.
Articolo di analisi • 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
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...
Articolo di analisi • 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...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Matt Levin rispetto agli utili di Benefitfocus?
DataCompenso totaleStipendioUtili della società
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

Compensazione vs Mercato: La retribuzione totale di Matt ($USD 8.32M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 2.59M ).

Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Matt con le performance aziendali.

AMMINISTRATORE DELEGATO

Matt Levin (49 yo)

1.7yrs
Mandato
US$8,322,919
Compensazione

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...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
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 yearNessun datoNessun dato
Michael Bauer
Investor Relations8yrsNessun datoNessun dato
Joel Collins
General Counsel & Chief Legal Officerno dataNessun datoNessun dato
Lou Gilmore
Vice President of Corporate Development3.6yrsUS$430.37kNessun dato
Peter Allen
Senior Vice President of Sales & Marketing2.8yrsNessun datoNessun dato
Ana Perez
Chief Marketing Officer1.4yrsNessun datoNessun dato
Robin Kirby
Chief Human Resources Officer2.3yrsNessun datoNessun dato
Steve Malme
Senior Vice President of Platform Strategy & Experience2.8yrsNessun datoNessun dato
Scott Gibson
Senior Vice President of Human Resources2.8yrsNessun datoNessun dato
Ravi Metta
Executive Vice President of Product & Engineering2.3yrsNessun datoNessun dato
2.4yrs
Durata media
55yo
Età media

Gestione esperta: Il team dirigenziale di BNFT è considerato esperto (durata media dell'incarico 2.4 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
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 yearNessun datoNessun dato
Zeynep Young
Independent Director2yrsNessun datoNessun dato
1.8yrs
Durata media
56.5yo
Età media

Consiglio di amministrazione esperto: Il consiglio di amministrazione di BNFT 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'azienda2023/01/25 01:55
Prezzo dell'azione a fine giornata2023/01/23 00:00
Utili2022/09/30
Utili annuali2021/12/31

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

Benefitfocus, Inc. è coperta da 18 analisti. 2 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
Asad FaridBerenberg
David HynesCanaccord Genuity
Steven HalperCantor Fitzgerald & Co.