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 Performance degli utili passati

Criteri Il passato verificati 0/6

Informazioni chiave

12.30%

Tasso di crescita degli utili

13.82%

Tasso di crescita dell'EPS

Software Crescita del settore17.33%
Tasso di crescita dei ricavi1.34%
Rendimento del capitale proprion/a
Margine netto-9.96%
Ultimo aggiornamento sugli utili30 Sep 2022

Aggiornamenti sulle prestazioni recenti

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...

Ripartizione dei ricavi e delle spese

Come Benefitfocus guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NasdaqGM:BNFT Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
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

Guadagni di qualità: BNFT al momento non è redditizia.

Margine di profitto in crescita: BNFT al momento non è redditizia.


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: BNFT non è redditizia, ma ha ridotto le perdite negli ultimi 5 anni a un tasso pari a 12.3% all'anno.

Accelerare la crescita: Impossibile confrontare la crescita degli utili di BNFT nell'ultimo anno con la sua media quinquennale poiché al momento non è redditizia

Guadagni vs Settore: BNFT non è redditizia, il che rende difficile confrontare la crescita dei suoi utili dell'anno passato con il settore Software ( 11.8% ).


Rendimento del capitale proprio

ROE elevato: Le passività di BNFT superano le sue attività, quindi è difficile calcolare il suo rendimento del capitale proprio.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

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.