ChannelAdvisor Corporation

Report azionario NYSE:ECOM

Capitalizzazione di mercato: US$667.7m

This company has been acquired

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

ChannelAdvisor Crescita futura

Criteri Future verificati 3/6

Informazioni chiave

14.8%

Tasso di crescita degli utili

21.80%

Tasso di crescita dell'EPS

Software crescita degli utili19.8%
Tasso di crescita dei ricavi10.0%
Rendimento futuro del capitale proprion/a
Copertura analitica

Low

Ultimo aggiornamenton/a

Aggiornamenti recenti sulla crescita futura

Recent updates

Seeking Alpha • Nov 07

ChannelAdvisor reports Q3 results

ChannelAdvisor press release (NYSE:ECOM): Q3 Revenue of $43.5M (+4.6% Y/Y) misses by $0.07M. Cash and cash equivalents were $88.1 million, an increase of $3.9 million since June 30, 2022.
Seeking Alpha • Sep 01

ChannelAdvisor Aims For Mild Growth As A Macro Slowdown Beckons

Summary ChannelAdvisor reported its Q2 2022 financial results on August 9. The firm provides companies with multichannel management software and services. ECOM has reduced the top end of its growth guidance, operating income is flat, and management sees headwinds from a strong dollar and macroeconomic conditions. I'm on Hold for ECOM for the near term. A Quick Take On ChannelAdvisor ChannelAdvisor (ECOM) reported its Q2 2022 financial results on August 9, 2022, beating expected revenue and EPS estimates. The company provides a platform that assists retailers and other brands to better manage their ecommerce operations. With a slowing economy, higher U.S. dollar and tepid forward growth guidance, my outlook on ECOM is on Hold for the near term. ChannelAdvisor Overview And Market Morrisville, North Carolina-based ChannelAdvisor was founded in 2001 to provide multichannel commerce solutions for brands and retailers to streamline their operations and grow sales. The firm is headed by Chief Executive Officer, David Spitz, who is also Chairman of Adwerx, a senior advisor to Susquehanna Growth Equity and founder of Avesair and Netstation. The company's primary offerings include: Marketplaces and first-party channels Digital marketing and retail media Product content and feed management Shoppable media Brand analytics Managed services The firm acquires customers, which are frequently middle market or larger in size, through its inside and direct sales and marketing teams. According to a 2020 market research report by Grand View Research, the global market for e-commerce software was valued at $6.2 billion in 2019 and is expected to reach $18 billion by 2027. This represents a forecast very strong CAGR of 16.3% from 2020 to 2027. The main drivers for this expected growth are an increase in e-commerce capabilities to assist enterprises in automating core business functions while increasing the leverage firms have as consumers increasingly adopt online shopping for goods and services. Also, firms that utilize APIs (Application Programming Interface) enable companies to employ low code solutions to quickly modernize their existing systems. ChannelAdvisor's Recent Financial Performance Total revenue by quarter has largely plateaued in recent quarters: 5 Quarter Total Revenue (Seeking Alpha) Gross profit by quarter has also flatlined recently: 5 Quarter Gross Profit (Seeking Alpha) Selling, G&A expenses as a percentage of total revenue by quarter have varied within a narrow range: 5 Quarter SG&A % Of Revenue (Seeking Alpha) Operating income by quarter has remained positive in recent quarters: 5 Quarter Operating Income (Seeking Alpha) Earnings per share (Diluted) have produced the following results: 5 Quarter Earnings Per Share (Seeking Alpha) (All data in above charts is GAAP) In the past 12 months, ECOM's stock price has dropped 43.8% vs. the U.S. S&P 500 Index's fall of around 13.1%, as the chart below indicates: 52 Week Stock Price (Seeking Alpha) Valuation And Other Metrics For ChannelAdvisor Below is a table of relevant capitalization and valuation figures for the company: Measure ((TTM)) Amount Enterprise Value/Sales 2.07 Revenue Growth Rate 10.1% Net Income Margin 23.7% GAAP EBITDA % 12.0% Market Capitalization $433,520,000 Enterprise Value $357,040,000 Operating Cash Flow $30,390,000 Earnings Per Share (Fully Diluted) $1.29 (Source - Seeking Alpha) Below is an estimated DCF (Discounted Cash Flow) analysis of the firm's projected growth and earnings: Discounted Cash Flow - ECOM (GuruFocus) Assuming generous DCF parameters, the firm's shares would be valued at approximately $14.40 versus the current price of $14.66, indicating they are potentially currently fully valued, with the given earnings, growth and discount rate assumptions of the DCF. The Rule of 40 is a software industry rule of thumb that says that as long as the combined revenue growth rate and EBITDA percentage rate equal or exceed 40%, the firm is on an acceptable growth/EBITDA trajectory. ECOM's most recent GAAP Rule of 40 calculation was 22.1% as of Q2 2022, so the firm needs some improvement in this regard, per the table below: Rule of 40 - GAAP Calculation Recent Rev. Growth % 10.1% GAAP EBITDA % 12.0% Total 22.1% (Source - Seeking Alpha) Commentary On ChannelAdvisor In its last earnings call (Source - Seeking Alpha), covering Q2 2022's results, management highlighted its resilient results in the face of 'slower e-commerce growth, high consumer inflation and macro uncertainty.' The company retired 6% of outstanding shares from a previously authorized share purchase, to which it will add another $25 million in possible future share repurchases. Management expects revenue to improve starting in Q3 as subscription growth helped the company achieve revenue above the midpoint of its previous guidance range, although foreign exchange headwinds will challenge its future prospects somewhat.
Seeking Alpha • Aug 09

ChannelAdvisor reports Q2 earnings beat; reaffirms FY22 adjusted EBITDA guidance

ChannelAdvisor press release (NYSE:ECOM): Q2 GAAP EPS of $0.06 beats by $0.03. Revenue of $42.8M (+3.0% Y/Y) beats by $0.08M. Adjusted EBITDA of $8.4M and adjusted EBITDA margin of 20% exceeded the high-end of the guidance range. Q3 Financial Outlook: Revenue of $43.4M - $43.8M vs. consensus of $44.28M; Adjusted EBITDA of $8.1M - $8.5M. FY 2022 Outlook: Revenue of $177.0M - $179.0M vs. consensus of $177.98M; Adjusted EBITDA of $37.0M - $39.0M.
Articolo di analisi • Feb 13

ChannelAdvisor's (NYSE:ECOM) Returns On Capital Are Heading Higher

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 • Dec 17

Is ChannelAdvisor Corporation (NYSE:ECOM) Trading At A 38% Discount?

Today we will run through one way of estimating the intrinsic value of ChannelAdvisor Corporation ( NYSE:ECOM ) by...
Articolo di analisi • Oct 29

Is Now The Time To Look At Buying ChannelAdvisor Corporation (NYSE:ECOM)?

ChannelAdvisor Corporation ( NYSE:ECOM ), might not be a large cap stock, but it saw a double-digit share price rise of...
Articolo di analisi • Jun 08

Should You Think About Buying ChannelAdvisor Corporation (NYSE:ECOM) Now?

While ChannelAdvisor Corporation ( NYSE:ECOM ) might not be the most widely known stock at the moment, it saw a...
Articolo di analisi • May 13

Do ChannelAdvisor's (NYSE:ECOM) Earnings Warrant Your Attention?

Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
Articolo di analisi • Apr 30

We Take A Look At Why ChannelAdvisor Corporation's (NYSE:ECOM) CEO Compensation Is Well Earned

We have been pretty impressed with the performance at ChannelAdvisor Corporation ( NYSE:ECOM ) recently and CEO David...
Articolo di analisi • Apr 29

ChannelAdvisor's (NYSE:ECOM) Returns On Capital Are Heading Higher

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Articolo di analisi • Apr 11

An Intrinsic Calculation For ChannelAdvisor Corporation (NYSE:ECOM) Suggests It's 33% Undervalued

In this article we are going to estimate the intrinsic value of ChannelAdvisor Corporation ( NYSE:ECOM ) by estimating...
Articolo di analisi • Mar 16

Trade Alert: The Co-Founder & Director Of ChannelAdvisor Corporation (NYSE:ECOM), Mitchell Wingo, Has Sold Some Shares Recently

Some ChannelAdvisor Corporation ( NYSE:ECOM ) shareholders may be a little concerned to see that the Co-Founder...
Articolo di analisi • Mar 06

Is It Time To Consider Buying ChannelAdvisor Corporation (NYSE:ECOM)?

While ChannelAdvisor Corporation ( NYSE:ECOM ) might not be the most widely known stock at the moment, it received a...
Articolo di analisi • Feb 21

Don't Ignore The Fact That This Insider Just Sold Some Shares In ChannelAdvisor Corporation (NYSE:ECOM)

We'd be surprised if ChannelAdvisor Corporation ( NYSE:ECOM ) shareholders haven't noticed that the Independent...
Articolo di analisi • Feb 12

If You Like EPS Growth Then Check Out ChannelAdvisor (NYSE:ECOM) Before It's Too Late

It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
Articolo di analisi • Feb 12

Optimistic Investors Push ChannelAdvisor Corporation (NYSE:ECOM) Shares Up 56% But Growth Is Lacking

Despite an already strong run, ChannelAdvisor Corporation ( NYSE:ECOM ) shares have been powering on, with a gain of...
Articolo di analisi • Jan 26

What Can The Trends At ChannelAdvisor (NYSE:ECOM) Tell Us About Their Returns?

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
Articolo di analisi • Jan 08

ChannelAdvisor Corporation's (NYSE:ECOM) Intrinsic Value Is Potentially 76% Above Its Share Price

Today we will run through one way of estimating the intrinsic value of ChannelAdvisor Corporation ( NYSE:ECOM ) by...
Articolo di analisi • Dec 22

Is ChannelAdvisor Corporation's (NYSE:ECOM) Latest Stock Performance A Reflection Of Its Financial Health?

Most readers would already be aware that ChannelAdvisor's (NYSE:ECOM) stock increased significantly by 19% over the...
Articolo di analisi • Dec 07

If You Had Bought ChannelAdvisor (NYSE:ECOM) Shares Three Years Ago You'd Have Earned 74% Returns

By buying an index fund, you can roughly match the market return with ease. But if you buy good businesses at...
Articolo di analisi • Nov 22

Does ChannelAdvisor's (NYSE:ECOM) Statutory Profit Adequately Reflect Its Underlying Profit?

As a general rule, we think profitable companies are less risky than companies that lose money. That said, the current...

Previsioni di crescita degli utili e dei ricavi

NYSE:ECOM - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/20242182642491
12/31/20231941838445
12/31/2022176924301
9/30/2022174372330N/A
6/30/2022172412430N/A
3/31/2022171442834N/A
12/31/2021168472934N/A
9/30/2021163203035N/A
6/30/2021156203438N/A
3/31/2021152223237N/A
12/31/2020145193034N/A
9/30/2020140182731N/A
6/30/2020136161822N/A
3/31/202013081317N/A
12/31/20191303913N/A
9/30/2019130-148N/A
6/30/2019131-515N/A
3/31/2019131-7-21N/A
12/31/2018131-8-21N/A
9/30/2018131-9-20N/A
6/30/2018128-10-5-2N/A
3/31/2018126-12-5-1N/A
12/31/2017123-17-6-3N/A
9/30/2017120-10-30N/A
6/30/2017118-945N/A
3/31/2017115-1189N/A
12/31/2016113-81012N/A
9/30/2016111-151113N/A
6/30/2016107-17N/A11N/A
3/31/2016104-17N/A5N/A
12/31/2015101-21N/A-1N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di ECOM ( 14.8% all'anno) è superiore al tasso di risparmio ( 2% ).

Guadagni vs Mercato: Si prevede che gli utili di ECOM ( 14.8% all'anno) cresceranno più rapidamente del mercato US ( 17% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di ECOM cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di ECOM ( 10% all'anno) crescerà più rapidamente del mercato US ( 11.9% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di ECOM ( 10% all'anno) crescerà più lentamente di 20% all'anno.

Previsioni di crescita dell'utile per azione

Rendimento futuro del capitale proprio

ROE futuro: Dati insufficienti per determinare se il Return on Equity di ECOM è previsto essere elevato tra 3 anni

Scoprire le aziende in crescita

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1Y

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2022/11/15 21:26
Prezzo dell'azione a fine giornata2022/11/14 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

ChannelAdvisor Corporation è coperta da 13 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
Colin SebastianBaird
Joel FishbeinBMO Capital Markets Equity Research
Shawn MilneBrean Capital Historical (Janney Montgomery)