ePlus inc.

Report azionario NasdaqGS:PLUS

Capitalizzazione di mercato: US$2.1b

ePlus Gestione

Criteri Gestione verificati 4/4

ePlus Il CEO è Mark Marron, nominato in Aug2016, e ha un mandato di 9.83 anni. la retribuzione annua totale è $ 6.41M, composta da 15.2% di stipendio e 84.8% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.8% delle azioni della società, per un valore di $ 16.77M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 8.1 anni e 7.8 anni.

Informazioni chiave

Mark Marron

Amministratore delegato

US$6.4m

Compenso totale

Percentuale dello stipendio del CEO15.22%
Mandato del CEO9.8yrs
Proprietà del CEO0.8%
Durata media del management8.1yrs
Durata media del Consiglio di amministrazione7.8yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione Jun 02

PLUS: AI And Managed Services Shift Will Drive Future Upside Potential

Analysts have trimmed their price target for ePlus from $115 to $111 as they update assumptions around slightly lower revenue growth, modestly softer profit margins, and a reduced future P/E of 25.26x, all under a marginally higher discount rate. What's in the News ePlus reported record fiscal 2026 gross billings with double digit growth across key revenue and operating metrics, while reallocating focus toward IT services such as professional and managed services.
Seeking Alpha May 31

ePlus: Take Note Of High Growth Concentration

Summary ePlus inc. ended FY2026 on a strong note. Fourth quarter revenues grew well, which ePlus managed to turn into increased earnings. AI seems to be a tailwind on PLUS's growth going forward, as customers are investing in AI capabilities. There's reason to be cautious. PLUS's FY2026 growth seems to have been achieved due to a few outsized projects, which may not be replicated. I estimate PLUS stock to have 18% upside to $96.7, representing a fair margin of safety. Read the full article on Seeking Alpha
Aggiornamento della narrazione May 08

PLUS: Memory Optimization Efforts Will Drive Future Upside Potential

Analysts have nudged their price target on ePlus to $115, reflecting updated assumptions around the company’s discount rate and future P/E, while keeping fair value broadly aligned with prior estimates. What's in the News ePlus launched a Memory Optimization and Reclamation Assessment designed to help organizations evaluate workloads, identify overprovisioned or idle resources, and right-size existing memory capacity as supply chain challenges affect access to memory chips.
Aggiornamento della narrazione Apr 17

PLUS: Memory Optimization Initiatives And Buybacks Will Drive Future Upside Potential

Analysts have maintained their fair value estimate for ePlus at $115, making only small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions, which together support an unchanged overall price target. What's in the News ePlus launched a Memory Optimization and Reclamation Assessment to help organizations evaluate workloads, reclaim idle or over-provisioned memory, and right size existing capacity amid reported supply constraints and price pressure in the broader memory market driven by AI infrastructure demand (Key Developments).
Aggiornamento della narrazione Apr 03

PLUS: Raised Guidance And Buybacks Will Drive Future Upside Potential

Analysts now set their price target for ePlus at $115, down from $126. This reflects updated assumptions for slightly lower revenue growth and profit margins, along with a modestly higher future P/E multiple.
Aggiornamento della narrazione Mar 18

PLUS: Raised Guidance And Buybacks Will Support Future Upside Potential

Analysts have kept their fair value estimate for ePlus steady at $126. This is supported by largely unchanged assumptions around discount rate, revenue growth, profit margin, and future P/E, leading to no shift in the overall price target narrative.
Aggiornamento della narrazione Mar 04

PLUS: Raised Guidance And Buybacks Will Support Future Earnings Upside

Analysts have maintained their fair value estimate for ePlus at $126.00, making only marginal adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions. This indicates that their overall view on the stock’s potential remains broadly unchanged.
Aggiornamento della narrazione Feb 17

PLUS: Raised Guidance And Buybacks Will Support Higher Margins And Returns

Analysts have raised their price target for ePlus from $108 to $126, citing updated assumptions for revenue growth, profit margins, and a lower assumed future P/E multiple as the key drivers of the change. What's in the News From October 1, 2025 to December 31, 2025, ePlus repurchased 212,900 shares, representing 0.81% of outstanding shares, for a total of US$16.61 million under its existing buyback program (company disclosure).
Aggiornamento della narrazione Feb 03

PLUS: Raised Guidance And Buybacks Will Support Margin Upside Ahead

Analysts held their fair value estimate for ePlus at $108, with only minimal tweaks to assumptions such as discount rate, revenue growth, profit margin, and future P/E. This reflects a view that the stock's overall valuation framework remains broadly consistent with prior expectations.
Aggiornamento della narrazione Nov 23

PLUS: Expanded Service Support Will Drive Margin Upside In Coming Years

Narrative Update: ePlus Analyst Price Target Revised Analysts have maintained the fair value estimate for ePlus at $108.00. Improved profit margin projections have balanced out a somewhat lower forward price-to-earnings ratio in their updated assessment.
Articolo di analisi Nov 11

ePlus inc.'s (NASDAQ:PLUS) 27% Price Boost Is Out Of Tune With Earnings

ePlus inc. ( NASDAQ:PLUS ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. The...
Aggiornamento della narrazione Nov 08

PLUS: Accelerating Managed Services Expansion Will Strengthen Margins And Drive Upside

Analysts have raised their price target for ePlus from $92 to $108. They cite improved revenue growth expectations, higher projected profit margins, and a slightly lower future price-to-earnings ratio as key factors behind the increase.
Articolo di analisi Jul 30

Unpleasant Surprises Could Be In Store For ePlus inc.'s (NASDAQ:PLUS) Shares

There wouldn't be many who think ePlus inc.'s ( NASDAQ:PLUS ) price-to-earnings (or "P/E") ratio of 16.7x is worth a...
Articolo di analisi Jul 12

ePlus (NASDAQ:PLUS) Seems To Use Debt Quite Sensibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Articolo di analisi May 29

Investors Can Find Comfort In ePlus' (NASDAQ:PLUS) Earnings Quality

ePlus inc.'s ( NASDAQ:PLUS ) stock was strong despite it releasing a soft earnings report last week. Our analysis...
Articolo di analisi May 14

At US$66.90, Is It Time To Put ePlus inc. (NASDAQ:PLUS) On Your Watch List?

ePlus inc. ( NASDAQ:PLUS ), might not be a large cap stock, but it saw a significant share price rise of 22% in the...
Articolo di analisi Apr 24

Risks To Shareholder Returns Are Elevated At These Prices For ePlus inc. (NASDAQ:PLUS)

There wouldn't be many who think ePlus inc.'s ( NASDAQ:PLUS ) price-to-earnings (or "P/E") ratio of 15.3x is worth a...
Articolo di analisi Apr 04

Returns On Capital Signal Tricky Times Ahead For ePlus (NASDAQ:PLUS)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
Articolo di analisi Jan 29

ePlus (NASDAQ:PLUS) Seems To Use Debt Quite Sensibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Articolo di analisi Jan 09

Shareholders Should Be Pleased With ePlus inc.'s (NASDAQ:PLUS) Price

It's not a stretch to say that ePlus inc.'s ( NASDAQ:PLUS ) price-to-earnings (or "P/E") ratio of 18.7x right now seems...
Articolo di analisi Dec 20

There Are Reasons To Feel Uneasy About ePlus' (NASDAQ:PLUS) Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
Articolo di analisi Dec 02

Is Now An Opportune Moment To Examine ePlus inc. (NASDAQ:PLUS)?

ePlus inc. ( NASDAQ:PLUS ), is not the largest company out there, but it received a lot of attention from a substantial...
Articolo di analisi Nov 01

A Look At The Fair Value Of ePlus inc. (NASDAQ:PLUS)

Key Insights Using the 2 Stage Free Cash Flow to Equity, ePlus fair value estimate is US$91.64 Current share price of...
Articolo di analisi Sep 27

ePlus inc.'s (NASDAQ:PLUS) P/E Is On The Mark

With a price-to-earnings (or "P/E") ratio of 23.9x ePlus inc. ( NASDAQ:PLUS ) may be sending bearish signals at the...
Articolo di analisi Sep 12

Is ePlus (NASDAQ:PLUS) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
User avatar
Nuova narrazione Sep 10

Leveraging AI And Cloud For Sustainable Growth Amidst Financial Flourishing

Shift towards predictable revenue through managed/professional services and strategic investments in AI and cloud technology enhances market position.
Seeking Alpha Aug 19

ePlus Is Not Undervalued And Faces Uncertainties

Summary ePlus Inc. is an IT solutions provider serving both businesses and government agencies. ePlus is currently experiencing negative revenue growth. Profit margins are slowly declining. The current valuation of ePlus is near its all-time high. Read the full article on Seeking Alpha
Articolo di analisi Aug 15

Investors Can Find Comfort In ePlus' (NASDAQ:PLUS) Earnings Quality

The market was pleased with the recent earnings report from ePlus inc. ( NASDAQ:PLUS ), despite the profit numbers...
Articolo di analisi Aug 09

ePlus inc. (NASDAQ:PLUS) Analysts Are Pretty Bullish On The Stock After Recent Results

The first-quarter results for ePlus inc. ( NASDAQ:PLUS ) were released last week, making it a good time to revisit its...
Articolo di analisi Jul 25

Is Now An Opportune Moment To Examine ePlus inc. (NASDAQ:PLUS)?

ePlus inc. ( NASDAQ:PLUS ), is not the largest company out there, but it saw a double-digit share price rise of over...
Articolo di analisi Jul 12

ePlus inc.'s (NASDAQ:PLUS) Intrinsic Value Is Potentially 83% Above Its Share Price

Key Insights ePlus' estimated fair value is US$138 based on 2 Stage Free Cash Flow to Equity ePlus' US$75.54 share...
Articolo di analisi Jun 27

Returns At ePlus (NASDAQ:PLUS) Appear To Be Weighed Down

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Mark Marron rispetto agli utili di ePlus?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

US$124m

Dec 31 2025n/an/a

US$148m

Sep 30 2025n/an/a

US$129m

Jun 30 2025n/an/a

US$111m

Mar 31 2025US$6mUS$975k

US$76m

Dec 31 2024n/an/a

US$81m

Sep 30 2024n/an/a

US$93m

Jun 30 2024n/an/a

US$106m

Mar 31 2024US$6mUS$925k

US$97m

Dec 31 2023n/an/a

US$127m

Sep 30 2023n/an/a

US$135m

Jun 30 2023n/an/a

US$131m

Mar 31 2023US$4mUS$917k

US$119m

Dec 31 2022n/an/a

US$111m

Sep 30 2022n/an/a

US$101m

Jun 30 2022n/an/a

US$104m

Mar 31 2022US$5mUS$846k

US$106m

Dec 31 2021n/an/a

US$97m

Sep 30 2021n/an/a

US$92m

Jun 30 2021n/an/a

US$81m

Mar 31 2021US$4mUS$800k

US$74m

Dec 31 2020n/an/a

US$72m

Sep 30 2020n/an/a

US$70m

Jun 30 2020n/an/a

US$70m

Mar 31 2020US$4mUS$800k

US$69m

Compensazione vs Mercato: La retribuzione totale di Mark ($USD 6.41M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 5.32M ).

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


AMMINISTRATORE DELEGATO

Mark Marron (64 yo)

9.8yrs
Mandato
US$6,407,550
Compensazione

Mr. Mark P. Marron serves as President and Chief Executive Officer at ePlus Inc. since August 1, 2016 and has been its Director since November 14, 2018. Mr. Marron began his career at ePlus Technology, Inc...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Mark Marron
CEO, President & Director9.8yrsUS$6.41m0.80%
$ 16.8m
Elaine Marion
Chief Financial Officer17.8yrsUS$3.56m0.46%
$ 9.5m
Darren Raiguel
Chief Operating Officer8.1yrsUS$3.61m0.37%
$ 7.7m
David Mellor
Chief Information Officerless than a yearNessun datoNessun dato
Kleyton Parkhurst
Senior VP of Corporate Development & Assistant Secretary24.8yrsUS$424.16kNessun dato
Erica Stoecker
Chief Compliance Officer25.3yrsNessun dato0.025%
$ 528.2k
John Bengivenni
Executive Vice President of Sales3.2yrsNessun datoNessun dato
Dori White
Senior Vice President of Marketingless than a yearNessun datoNessun dato
Jenifer Pape
Vice President of Human Resources3.8yrsNessun datoNessun dato
Dan Farrell
Senior Vice President of Servicesno dataNessun datoNessun dato
Kenneth Farber
President of Strategyno dataNessun datoNessun dato
Amanda Dupree
Associate General Counselno dataNessun datoNessun dato
8.1yrs
Durata media
63yo
Età media

Gestione esperta: Il team dirigenziale di PLUS è esperto e expertise (durata media dell'incarico 8.1 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Mark Marron
CEO, President & Director7.6yrsUS$6.41m0.80%
$ 16.8m
Bruce Bowen
Independent Director36.4yrsUS$191.18k0.099%
$ 2.1m
Melissa Ballenger
Independent Director1.4yrsUS$99.04k0.0097%
$ 204.3k
Renee Bergeron
Independent Director3.7yrsUS$198.07k0.022%
$ 467.0k
John Callies
Independent Director15.9yrsUS$205.06k0.082%
$ 1.7m
Ira Hunt
Independent Director11.8yrsUS$191.18k0.11%
$ 2.2m
Maureen Morrison
Independent Chair8yrsUS$225.49k0.053%
$ 1.1m
Mike Portegello
Independent Directorless than a yearNessun dato0.0034%
$ 72.3k
7.8yrs
Durata media
70yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di PLUS sono considerati esperti (durata media dell'incarico 7.8 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/05 16:21
Prezzo dell'azione a fine giornata2026/06/05 00:00
Utili2026/03/31
Utili annuali2026/03/31

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

ePlus inc. è coperta da 5 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
Samuel EnglandBerenberg
Matthew RamsayCanaccord Genuity
Gregory BurnsSidoti & Company, LLC