Riskified Ltd.

Report azionario NYSE:RSKD

Capitalizzazione di mercato: US$709.9m

Riskified Gestione

Criteri Gestione verificati 3/4

Riskified Il CEO è Eido Gal, nominato in Jan2012, e ha un mandato di 14.33 anni. la retribuzione annua totale è $ 8.70M, composta da 4.3% di stipendio e 95.7% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 10.03% delle azioni della società, per un valore di $ 71.19M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4 anni e 8.7 anni.

Informazioni chiave

Eido Gal

Amministratore delegato

US$8.7m

Compenso totale

Percentuale dello stipendio del CEO4.31%
Mandato del CEO14.3yrs
Proprietà del CEO10.0%
Durata media del management4yrs
Durata media del Consiglio di amministrazione8.7yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento dell'analisi May 02

RSKD: Stronger Pipeline And Platform Execution Will Support Future Re Rating

Analysts have trimmed their average price target on Riskified by $0.50, reflecting recent target cuts to $5 and $7, while still pointing to expectations for growth acceleration, a stronger new business pipeline, and improved technical performance on the platform. Analyst Commentary Recent research updates point to a more cautious stance on valuation but still highlight several constructive themes around Riskified's execution and growth outlook.
Aggiornamento dell'analisi Apr 18

RSKD: Strengthening Pipeline And Platform Execution Will Support Future Re Rating

Analyst price targets on Riskified have eased slightly, with recent cuts of $0.50 to $5 and $1 to $7. These moves are framed against ongoing commentary about clearer line of sight into growth acceleration, a stronger new business pipeline, and improved platform technical performance.
Seeking Alpha Apr 14

Riskfield: The Growth Story Is Even Better Today

Summary Riskified remains a buy, as growth momentum accelerates, with strong new business wins and improved retention metrics. RSKD's platform strategy is now delivering tangible revenue, with new products projected to contribute $15–20 million in 2026. Agentic commerce expands the company's addressable market, positioning the platform as essential amid rising fraud complexity. Valuation upside is supported by growth acceleration forecasts, with a $6.8 price target by FY2027 based on a 1.4x multiple. Read the full article on Seeking Alpha
Aggiornamento dell'analisi Apr 03

RSKD: Stronger Pipeline And Platform Execution Will Drive Future Re Rating

Analysts have trimmed Riskified's average price target by $1 to $7. This reflects updated views on future growth and profitability while still pointing to underlying confidence in the company’s sales pipeline and platform performance.
Aggiornamento dell'analisi Mar 19

RSKD: I Expect Pipeline Strength And Platform Performance Will Drive Re Rating

Analysts have lowered their average price target on Riskified by $0.50 to $7.00, citing recent target reductions to $5.00 and $7.00, as well as views that the company may have room for further growth acceleration, a stronger new business pipeline, and improved platform performance. Analyst Commentary Recent Street research on Riskified highlights mixed target revisions but also points to areas where bullish analysts still see upside potential tied to execution, growth visibility, and platform improvements.
Aggiornamento dell'analisi Mar 05

RSKD: I Expect Stronger Pipeline And Platform Performance Will Support Upside

Narrative Update on Riskified The consensus analyst price target for Riskified has shifted from $8 to $7, as analysts factor in updated views on growth, margins, discount rates, and future P/E, while still highlighting what they see as clearer visibility into growth acceleration, a stronger new business pipeline, and better technical performance. Analyst Commentary Bullish analysts are trimming price targets to reflect updated assumptions on growth, margins, discount rates, and future P/E, yet they still point to what they see as an improving fundamental story behind the stock.
Articolo di analisi Aug 21

Little Excitement Around Riskified Ltd.'s (NYSE:RSKD) Revenues As Shares Take 26% Pounding

NYSE:RSKD 1 Year Share Price vs Fair Value Explore Riskified's Fair Values from the Community and select yours...
Aggiornamento dell'analisi Aug 20

Expanding Multiproduct Platform Will Open Money Transfer And Food Verticals

Analysts have modestly cut Riskified's price target to $5.82 amid concerns over softer near-term revenue guidance and persistent same-store sale pressure, despite solid quarterly results and bullish views on long-term pipeline and product adoption. Analyst Commentary Bullish analysts emphasize positive new business trends, strong adoption of non-chargeback guarantee offerings, and a healthy sales pipeline supporting long-term growth.
Seeking Alpha Mar 28

Riskified Ltd.: Free Cash Flow And Balance Sheet Are The Best Part Of The Story

Summary Today, we revisit Riskified Ltd., which offers an AI-powered e-commerce risk management platform, for the first time in over two years. Sales and profit growth in FY2025 will be tepid, and the analyst firm community is mixed on the company's current prospects. However, RSKD has a fortress balance sheet and is delivering an impressively increasing amount of free cash flow. An updated analysis around this Busted IPO follows in the paragraphs below. Read the full article on Seeking Alpha
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Nuova analisi Mar 26

Expanding Multiproduct Platform Will Open Money Transfer And Food Verticals

Expanding the multiproduct platform into new verticals and enhancing product capabilities aims to increase market share and drive revenue growth.
Articolo di analisi Feb 11

Are Investors Undervaluing Riskified Ltd. (NYSE:RSKD) By 41%?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Riskified fair value estimate is US$9.55 Riskified is...
Seeking Alpha Nov 26

Riskified: I Am Still Confident In The Growth Outlook

Summary I maintain a buy rating for RSKD due to its strong growth potential, despite recent share price declines and a challenging macro environment. RSKD's 3Q24 results showed solid revenue growth, improved EBITDA, and strong new product adoption, reinforcing confidence in its growth story. Despite losing a major client, RSKD's ability to secure large contracts and maintain high renewal rates underscores its market strength. Valuation remains attractive with potential for significant upside, driven by expected revenue growth acceleration and possible multiple rerating. Read the full article on Seeking Alpha
Seeking Alpha Sep 28

Riskified: A Compelling Valuation Emerges Following The Recent Sell-Off (Rating Upgrade)

Summary Shares have fallen more than 20% since Q2 results were released. Full-year revenue guidance was lowered, while adjusted EBITDA guidance was raised due to operating leverage in the business. The company is profitable and has a strong balance sheet, which management is leveraging to repurchase shares aggressively. I see healthy upside to my $6.9 price target by 2026, which leads me to upgrade RSKD shares to a Buy. Read the full article on Seeking Alpha
Articolo di analisi Aug 05

Riskified Ltd.'s (NYSE:RSKD) Business And Shares Still Trailing The Industry

You may think that with a price-to-sales (or "P/S") ratio of 3.3x Riskified Ltd. ( NYSE:RSKD ) is a stock worth...
Seeking Alpha Jul 12

Riskified: Growth Slowdown Is A Concern Despite Margin Improvements

Summary Shares are up more than 30% this year as the company has demonstrated the operating leverage in its business model. However, revenue growth has slowed in recent quarters and is expected to continue into Q2. Despite its large net cash position, I see limited upside potential from today’s share price. Read the full article on Seeking Alpha
Seeking Alpha Apr 26

Riskified's Top-Line Growth Sags As Operating Breakeven Approaches

Summary Riskified Ltd. provides ecommerce fraud protection software and services to companies worldwide. The global market for e-commerce fraud detection and prevention software is expected to reach $94 billion by 2030, growing at a strong CAGR of 17.6% from 2023 to 2030. Riskified's revenue growth rate is continuing to sag, and major economies are showing signs of a slowdown as consumers tire of inflation. I'm Neutral - Hold on Riskified Ltd. for the near term. Read the full article on Seeking Alpha
Articolo di analisi Jan 30

We're Not Worried About Riskified's (NYSE:RSKD) Cash Burn

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, although Amazon.com...
Seeking Alpha Dec 24

Riskified: Strong Growth Outlook, Yet Negative Margins Remain A Concern

Summary Riskified is a software company specializing in fraud and chargeback prevention technology for the e-commerce sector. RSKD has experienced strong revenue growth but negative bottom-line margins due to rising SG&A expenses. Anticipated growth in e-commerce and increasing e-commerce fraud cases are expected to positively impact RSKD's future growth outlook. My conservative relative valuation indicates modest single-digit upside potential, therefore leading to my "Hold" recommendation. Read the full article on Seeking Alpha
Articolo di analisi Dec 08

Benign Growth For Riskified Ltd. (NYSE:RSKD) Underpins Its Share Price

With a price-to-sales (or "P/S") ratio of 2.6x Riskified Ltd. ( NYSE:RSKD ) may be sending bullish signals at the...
Articolo di analisi Oct 06

Should You Investigate Riskified Ltd. (NYSE:RSKD) At US$4.18?

While Riskified Ltd. ( NYSE:RSKD ) might not be the most widely known stock at the moment, it saw significant share...
Seeking Alpha Sep 29

Riskified To Buy Back Shares But Operating Losses Remain Heavy

Summary Riskified Ltd. provides an e-commerce risk management platform to reduce fraud and improve consumer experiences. The company has seen revenue growth but continues to produce high operating losses. With lowered consumer confidence, I'm cautious about the firm's prospects. I remain Neutral [Hold] for Riskified Ltd. shares at this time. Read the full article on Seeking Alpha
Articolo di analisi Sep 07

Riskified Ltd.'s (NYSE:RSKD) Intrinsic Value Is Potentially 88% Above Its Share Price

Key Insights Riskified's estimated fair value is US$9.00 based on 2 Stage Free Cash Flow to Equity Riskified is...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Eido Gal rispetto agli utili di Riskified?
DataCompenso totaleStipendioUtili della società
Dec 31 2025US$9mUS$375k

-US$28m

Sep 30 2025n/an/a

-US$37m

Jun 30 2025n/an/a

-US$39m

Mar 31 2025n/an/a

-US$37m

Dec 31 2024US$12mUS$240k

-US$35m

Sep 30 2024n/an/a

-US$34m

Jun 30 2024n/an/a

-US$45m

Mar 31 2024n/an/a

-US$53m

Dec 31 2023US$17mUS$240k

-US$59m

Sep 30 2023n/an/a

-US$67m

Jun 30 2023n/an/a

-US$72m

Mar 31 2023n/an/a

-US$89m

Dec 31 2022US$29mUS$240k

-US$105m

Sep 30 2022n/an/a

-US$121m

Jun 30 2022n/an/a

-US$181m

Mar 31 2022n/an/a

-US$168m

Dec 31 2021US$16mUS$240k

-US$179m

Compensazione vs Mercato: La retribuzione totale di Eido ($USD 8.70M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 3.72M ).

Compensazione vs guadagni: La retribuzione di Eido è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Eido Gal (39 yo)

14.3yrs
Mandato
US$8,700,000
Compensazione

Mr. Eido Gal is Co-Founder of Riskified Ltd. and serves as its Chief Executive Officer and Director since 2012 and serves as its Chairman. Prior to co-founding Riskified, Mr. Gal served as an Analyst at Bi...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Eido Gal
Co-Founder14.3yrsUS$8.70m10.03%
$ 71.2m
Assaf Feldman
Co-Founder14.3yrsUS$1.77m8.52%
$ 60.5m
Aglika Dotcheva
Chief Financial Officer11.3yrsUS$4.32m1.23%
$ 8.7m
Ravi Kumaraswami
President of Worldwide Field Operations4yrsUS$4.83m1.35%
$ 9.6m
Nadav Lobel
Senior VP of Account Management & Analytics2.3yrsUS$1.78mNessun dato
Chett Mandel
Head of Investor Relationsno dataNessun datoNessun dato
Eric Treichel
General Counsel & Corporate Secretaryno dataNessun datoNessun dato
Jeff Otto
Chief Marketing Officer3.1yrsNessun datoNessun dato
Shahar Yaari
Senior Vice President of Product1.7yrsNessun datoNessun dato
4.0yrs
Durata media
50yo
Età media

Gestione esperta: Il team dirigenziale di RSKD è considerato esperto (durata media dell'incarico 4 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Eido Gal
Co-Founder14.3yrsUS$8.70m10.03%
$ 71.2m
Assaf Feldman
Co-Founder14.3yrsUS$1.77m8.52%
$ 60.5m
Erez Shachar
Independent Director10.8yrsNessun dato0.054%
$ 383.5k
Eyal Kishon
Independent Director13.3yrsUS$69.00k1.86%
$ 13.2m
Tanzeen Syed
Independent Director6.6yrsNessun dato0.079%
$ 560.0k
Jennifer Ceran
Independent Director5.3yrsUS$74.00k0.11%
$ 800.0k
David Meredith
Independent Director1.8yrsUS$35.00k0.10%
$ 706.8k
Samer Haj-Yehia
Independent Directorless than a yearNessun datoNessun dato
8.7yrs
Durata media
54.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di RSKD sono considerati esperti (durata media dell'incarico 8.7 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/11 06:18
Prezzo dell'azione a fine giornata2026/05/08 00:00
Utili2025/12/31
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; 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

Riskified Ltd. è coperta da 8 analisti. 6 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
Ramsey El-AssalBarclays
Clark WrightD.A. Davidson & Co.
William NanceGoldman Sachs