This company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsDropsuite（DSE）株式概要Dropsuite Limitedは、その子会社とともに、オーストラリア、シンガポール、ヨーロッパ、アメリカ、そして国際的に、クラウドベースのデータバックアップとアーカイブのソリューションを提供している。 詳細DSE ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長4/6過去の実績2/6財務の健全性6/6配当金0/6報酬収益は年間23.64%増加すると予測されています リスク分析利益率(2%)は昨年より低い(5.2%) すべてのリスクチェックを見るDSE Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueAU$Current PriceAU$5.8935.3% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-7m95m2016201920222025202620282031Revenue AU$95.5mEarnings AU$1.9mAdvancedSet Fair ValueView all narrativesDropsuite Limited 競合他社Energy OneSymbol: ASX:EOLMarket cap: AU$385.8mPraemiumSymbol: ASX:PPSMarket cap: AU$333.9mInfomediaSymbol: ASX:IFMMarket cap: AU$639.6mReadyTech HoldingsSymbol: ASX:RDYMarket cap: AU$168.0m価格と性能株価の高値、安値、推移の概要Dropsuite過去の株価現在の株価AU$5.8952週高値AU$5.8952週安値AU$2.54ベータ-0.161ヶ月の変化0.94%3ヶ月変化1.73%1年変化114.00%3年間の変化226.94%5年間の変化880.83%IPOからの変化519.47%最新ニュースお知らせ • May 15+ 1 more updateDropsuite Limited(ASX:DSE) dropped from S&P/ASX Emerging Companies IndexDropsuite Limited(ASX:DSE) dropped from S&P/ASX Emerging Companies IndexBoard Change • Feb 04Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Director Eric Martorano was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jan 29NinjaOne Australia Pty Ltd signed Scheme Implementation Deed to acquire Dropsuite Limited (ASX:DSE) from Topline Capital Management, LLC for approximately AUD 410 million.NinjaOne Australia Pty Ltd signed Scheme Implementation Deed to acquire Dropsuite Limited (ASX:DSE) from Topline Capital Management, LLC for approximately AUD 410 million on January 27, 2025. A cash consideration of AUD 414.53 million valued at AUD 5.9 per share will be paid by NinjaOne Australia Pty Ltd. As part of consideration, AUD 414.53 million is paid towards common equity of Dropsuite Limited. The board of director of Dropsuite Limited unanimously recommends that Dropsuite shareholders vote in favour of the Scheme. The transaction is subject to approval by Dropsuite Limited shareholders, Court approval, no Dropsuite Limited material adverse change and certain other customary conditions. NinjaOne Australia Pty Ltd has confirmed they have cash on hand sufficient to pay the scheme consideration. Canaccord Genuity Financial Limited acted as financial advisor for Dropsuite Limited. Herbert Smith Freehills acted as legal advisor for Dropsuite Limited. Goodwin Procter LLP acted as legal advisor for NinjaOne Australia Pty Ltd. Gilbert and Tobin acted as legal advisor for NinjaOne Australia Pty Ltd.Board Change • Dec 24Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Director Eric Martorano was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • Oct 23Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to AU$4.07. The fair value is estimated to be AU$3.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 43% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 63% in 2 years. Earnings are forecast to grow by 500% in the next 2 years.Reported Earnings • Sep 03First half 2024 earnings released: EPS: AU$0.004 (vs AU$0.012 in 1H 2023)First half 2024 results: EPS: AU$0.004 (down from AU$0.012 in 1H 2023). Revenue: AU$18.9m (up 34% from 1H 2023). Net income: AU$273.0k (down 67% from 1H 2023). Profit margin: 1.4% (down from 5.9% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.最新情報をもっと見るRecent updatesお知らせ • May 15+ 1 more updateDropsuite Limited(ASX:DSE) dropped from S&P/ASX Emerging Companies IndexDropsuite Limited(ASX:DSE) dropped from S&P/ASX Emerging Companies IndexBoard Change • Feb 04Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Director Eric Martorano was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Jan 29NinjaOne Australia Pty Ltd signed Scheme Implementation Deed to acquire Dropsuite Limited (ASX:DSE) from Topline Capital Management, LLC for approximately AUD 410 million.NinjaOne Australia Pty Ltd signed Scheme Implementation Deed to acquire Dropsuite Limited (ASX:DSE) from Topline Capital Management, LLC for approximately AUD 410 million on January 27, 2025. A cash consideration of AUD 414.53 million valued at AUD 5.9 per share will be paid by NinjaOne Australia Pty Ltd. As part of consideration, AUD 414.53 million is paid towards common equity of Dropsuite Limited. The board of director of Dropsuite Limited unanimously recommends that Dropsuite shareholders vote in favour of the Scheme. The transaction is subject to approval by Dropsuite Limited shareholders, Court approval, no Dropsuite Limited material adverse change and certain other customary conditions. NinjaOne Australia Pty Ltd has confirmed they have cash on hand sufficient to pay the scheme consideration. Canaccord Genuity Financial Limited acted as financial advisor for Dropsuite Limited. Herbert Smith Freehills acted as legal advisor for Dropsuite Limited. Goodwin Procter LLP acted as legal advisor for NinjaOne Australia Pty Ltd. Gilbert and Tobin acted as legal advisor for NinjaOne Australia Pty Ltd.Board Change • Dec 24Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Director Eric Martorano was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • Oct 23Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to AU$4.07. The fair value is estimated to be AU$3.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 43% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 63% in 2 years. Earnings are forecast to grow by 500% in the next 2 years.Reported Earnings • Sep 03First half 2024 earnings released: EPS: AU$0.004 (vs AU$0.012 in 1H 2023)First half 2024 results: EPS: AU$0.004 (down from AU$0.012 in 1H 2023). Revenue: AU$18.9m (up 34% from 1H 2023). Net income: AU$273.0k (down 67% from 1H 2023). Profit margin: 1.4% (down from 5.9% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.New Risk • Aug 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.9% Last year net profit margin: 7.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Jul 23Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to AU$3.52. The fair value is estimated to be AU$2.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 48% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 22% per annum. Earnings are also forecast to grow by 48% per annum over the same time period.New Risk • May 23New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$19.2m (US$12.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.お知らせ • Mar 25Dropsuite Limited, Annual General Meeting, May 21, 2024Dropsuite Limited, Annual General Meeting, May 21, 2024, at 11:00 E. Australia Standard Time.Recent Insider Transactions • Mar 02Insider recently sold AU$753k worth of stockOn the 22nd of February, John Fearon sold around 3m shares on-market at roughly AU$0.27 per share. This transaction amounted to 7.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Reported Earnings • Feb 29Full year 2023 earnings released: EPS: AU$0.002 (vs AU$0.002 in FY 2022)Full year 2023 results: EPS: AU$0.002 (in line with FY 2022). Revenue: AU$31.4m (up 52% from FY 2022). Net income: AU$1.58m (up 9.2% from FY 2022). Profit margin: 5.1% (down from 7.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jan 23Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to AU$0.31. The fair value is estimated to be AU$0.26, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 75% in 2 years. Earnings are forecast to grow by 121% in the next 2 years.Buying Opportunity • Dec 13Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 7.8%. The fair value is estimated to be AU$0.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 65% in 2 years. Earnings is forecast to grow by 156% in the next 2 years.お知らせ • Dec 12Dropsuite Limited Announces Appointment of Eric Martorano as Independent Non-Executive Director, Effective 1 January 2024Dropsuite Limited announced the appointment of Eric Martorano as an independent non-executive director of the Company, effective 1 January 2024. Eric is a highly qualified executive with a deep experience in driving global growth strategy and go-to- market initiatives. He has worked for over 25 years with business customers and partners around the globe from small business through to enterprise customers. Eric is currently the Chief Revenue Officer (CRO) for Simplilearn, one of the world's leading online education providers, where he is responsible for sales, customer success, marketing, product, operations and delivery teams with full P&L responsibility for the company's global commercial business. Eric has previously held various leadership positions at Microsoft where he was ultimately General Manager of U.S. Channel Sales with responsibility for over $17 billion of revenue. Eric has also held a range of leadership positions, including CEO and CRO, across several fast-growing technology businesses. Eric holds an MBA from Pepperdine University and a bachelor's degree from California State University, Northridge and he has previously been nominated as CRN's `Top 100 Executives' and `50 Most Influential Channel Chiefs'. Eric is based in the Seattle area, USA.Reported Earnings • Sep 03First half 2023 earnings released: EPS: AU$0.001 (vs AU$0 in 1H 2022)First half 2023 results: EPS: AU$0.001 (up from AU$0 in 1H 2022). Revenue: AU$14.1m (up 58% from 1H 2022). Net income: AU$836.0k (up 171% from 1H 2022). Profit margin: 5.9% (up from 3.5% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 127% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.New Risk • Aug 30New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (57% accrual ratio). Minor Risk Latest financial reports are more than 6 months old (reported December 2022 fiscal period end).お知らせ • Jun 22Dropsuite Announces New GovCloud Solution Enabling Microsoft 365 Public Sector Users to Easily Backup and Restore Data in CloudDropsuite announced its new GovCloud solution enabling Microsoft 365 public sector users to easily backup and restore their data in the cloud. Dropsuite's GovCloud allows US-based partners to safeguard their government and public sector clients' data and comply with FedRAMP moderate data security requirements. Dropsuite's M365 backup and archiving solutions can now be stored in Amazon Web Services (AWS) GovCloud (US), ensuring data is stored in a separate cloud with heightened security. This creates critical redundancy and protects data from accidental deletion, system crashes, cyber-attacks, and other causes of data loss. This solution bridges M365 Government plans (for organizations requiring higher security and compliance features hosted in a government-only cloud environment) and AWS GovCloud (US) (for US government and public sector customers to architect secure cloud environments that meet those strict security and compliance requirements).Reported Earnings • Mar 02Full year 2022 earnings releasedFull year 2022 results: Revenue: AU$21.0m (up 79% from FY 2021). Net income: AU$1.45m (up AU$1.48m from FY 2021). Profit margin: 6.9% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Australia.お知らせ • Jan 19Dropsuite Limited to Report Q4, 2022 Results on Jan 19, 2023Dropsuite Limited announced that they will report Q4, 2022 results on Jan 19, 2023Board Change • Nov 17No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). Non-Executive Director Bruce Tonkin was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Sep 01First half 2022 earnings released: EPS: AU$0.001 (vs AU$0 in 1H 2021)First half 2022 results: EPS: AU$0.001 (up from AU$0 in 1H 2021). Revenue: AU$8.92m (up 80% from 1H 2021). Net income: AU$308.0k (up AU$385.4k from 1H 2021). Profit margin: 3.5% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 40%, compared to a 49% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has increased by 90% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). Non-Executive Director Bruce Tonkin was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Mar 02Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: AU$0 (up from AU$0.004 loss in FY 2020). Revenue: AU$11.7m (up 65% from FY 2020). Net loss: AU$31.2k (loss narrowed 99% from FY 2020). Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) were in line with analyst estimates. Over the next year, revenue is forecast to grow 50%, compared to a 65% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Feb 26Full year 2020 earnings released: AU$0.004 loss per share (vs AU$0.006 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: AU$7.12m (up 51% from FY 2019). Net loss: AU$2.14m (loss narrowed 32% from FY 2019).Is New 90 Day High Low • Feb 09New 90-day high: AU$0.21The company is up 100% from its price of AU$0.10 on 11 November 2020. The Australian market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 5.0% over the same period.株主還元DSEAU SoftwareAU 市場7D0%-0.9%0.08%1Y114.0%-48.2%3.1%株主還元を見る業界別リターン: DSE過去 1 年間で-48.2 % の収益を上げたAustralian Software業界を上回りました。リターン対市場: DSE過去 1 年間で3.1 % の収益を上げたAustralian市場を上回りました。価格変動Is DSE's price volatile compared to industry and market?DSE volatilityDSE Average Weekly Movement1.0%Software Industry Average Movement11.2%Market Average Movement10.4%10% most volatile stocks in AU Market17.6%10% least volatile stocks in AU Market4.4%安定した株価: DSE 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: DSEの 週次ボラティリティ は、過去 1 年間で7%から1%に減少しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト1983n/aCharif El-Ansariwww.dropsuite.comDropsuite Limitedは、その子会社とともに、オーストラリア、シンガポール、ヨーロッパ、米国、および国際的に、クラウドベースのデータバックアップおよびアーカイブソリューション一式を提供している。同社は、電子メール、OneDrive、SharePoint、Teamsのデータを不慮の削除、サイバー攻撃、システム障害から保護するMicrosoft 365、IDおよびアクセス管理データの安全性と復元性を保証するMicrosoft Entra ID、Gmail、Googleドライブ、連絡先、カレンダーの完全な保護を提供するGoogle Workspace、会計情報の継続的なオンデマンドバックアップを提供するQuickBooks Online、自動バックアップと復元を提供するWebサイトバックアップソリューションのWebサイト＆データベースを提供しています。また、Email Backup DatasheetとEmail Archiving Datasheetも提供している。さらに、データバックアップとディザスタリカバリ、eDiscoveryとコンプライアンス管理、統合と自動化、公共部門データ保護、ウェブサイトとデータベース保護、会計データ保護ソリューションも提供している。金融サービス、医療、保険、法律事務所、政府、教育、製造、エネルギー・公益事業などの業界にサービスを提供している。Dropsuite Limitedは1983年に設立され、本社はオーストラリアのメルボルンにある。もっと見るDropsuite Limited 基礎のまとめDropsuite の収益と売上を時価総額と比較するとどうか。DSE 基礎統計学時価総額AU$418.23m収益（TTM）AU$829.00k売上高(TTM)AU$41.17m504.5xPER（株価収益率10.2xP/SレシオDSE は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計DSE 損益計算書（TTM）収益AU$41.17m売上原価AU$30.90m売上総利益AU$10.27mその他の費用AU$9.44m収益AU$829.00k直近の収益報告Dec 31, 2024次回決算日該当なし一株当たり利益（EPS）0.012グロス・マージン24.95%純利益率2.01%有利子負債／自己資本比率0%DSE の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2025/06/02 18:41終値2025/05/14 00:00収益2024/12/31年間収益2024/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Dropsuite Limited 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Lindsay BettiolOrd Minnett LimitedJules CooperShaw and Partners Limited
お知らせ • May 15+ 1 more updateDropsuite Limited(ASX:DSE) dropped from S&P/ASX Emerging Companies IndexDropsuite Limited(ASX:DSE) dropped from S&P/ASX Emerging Companies Index
Board Change • Feb 04Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Director Eric Martorano was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 29NinjaOne Australia Pty Ltd signed Scheme Implementation Deed to acquire Dropsuite Limited (ASX:DSE) from Topline Capital Management, LLC for approximately AUD 410 million.NinjaOne Australia Pty Ltd signed Scheme Implementation Deed to acquire Dropsuite Limited (ASX:DSE) from Topline Capital Management, LLC for approximately AUD 410 million on January 27, 2025. A cash consideration of AUD 414.53 million valued at AUD 5.9 per share will be paid by NinjaOne Australia Pty Ltd. As part of consideration, AUD 414.53 million is paid towards common equity of Dropsuite Limited. The board of director of Dropsuite Limited unanimously recommends that Dropsuite shareholders vote in favour of the Scheme. The transaction is subject to approval by Dropsuite Limited shareholders, Court approval, no Dropsuite Limited material adverse change and certain other customary conditions. NinjaOne Australia Pty Ltd has confirmed they have cash on hand sufficient to pay the scheme consideration. Canaccord Genuity Financial Limited acted as financial advisor for Dropsuite Limited. Herbert Smith Freehills acted as legal advisor for Dropsuite Limited. Goodwin Procter LLP acted as legal advisor for NinjaOne Australia Pty Ltd. Gilbert and Tobin acted as legal advisor for NinjaOne Australia Pty Ltd.
Board Change • Dec 24Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Director Eric Martorano was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • Oct 23Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to AU$4.07. The fair value is estimated to be AU$3.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 43% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 63% in 2 years. Earnings are forecast to grow by 500% in the next 2 years.
Reported Earnings • Sep 03First half 2024 earnings released: EPS: AU$0.004 (vs AU$0.012 in 1H 2023)First half 2024 results: EPS: AU$0.004 (down from AU$0.012 in 1H 2023). Revenue: AU$18.9m (up 34% from 1H 2023). Net income: AU$273.0k (down 67% from 1H 2023). Profit margin: 1.4% (down from 5.9% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15+ 1 more updateDropsuite Limited(ASX:DSE) dropped from S&P/ASX Emerging Companies IndexDropsuite Limited(ASX:DSE) dropped from S&P/ASX Emerging Companies Index
Board Change • Feb 04Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Director Eric Martorano was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 29NinjaOne Australia Pty Ltd signed Scheme Implementation Deed to acquire Dropsuite Limited (ASX:DSE) from Topline Capital Management, LLC for approximately AUD 410 million.NinjaOne Australia Pty Ltd signed Scheme Implementation Deed to acquire Dropsuite Limited (ASX:DSE) from Topline Capital Management, LLC for approximately AUD 410 million on January 27, 2025. A cash consideration of AUD 414.53 million valued at AUD 5.9 per share will be paid by NinjaOne Australia Pty Ltd. As part of consideration, AUD 414.53 million is paid towards common equity of Dropsuite Limited. The board of director of Dropsuite Limited unanimously recommends that Dropsuite shareholders vote in favour of the Scheme. The transaction is subject to approval by Dropsuite Limited shareholders, Court approval, no Dropsuite Limited material adverse change and certain other customary conditions. NinjaOne Australia Pty Ltd has confirmed they have cash on hand sufficient to pay the scheme consideration. Canaccord Genuity Financial Limited acted as financial advisor for Dropsuite Limited. Herbert Smith Freehills acted as legal advisor for Dropsuite Limited. Goodwin Procter LLP acted as legal advisor for NinjaOne Australia Pty Ltd. Gilbert and Tobin acted as legal advisor for NinjaOne Australia Pty Ltd.
Board Change • Dec 24Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Director Eric Martorano was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • Oct 23Now 23% overvalued after recent price riseOver the last 90 days, the stock has risen 19% to AU$4.07. The fair value is estimated to be AU$3.30, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 43% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 63% in 2 years. Earnings are forecast to grow by 500% in the next 2 years.
Reported Earnings • Sep 03First half 2024 earnings released: EPS: AU$0.004 (vs AU$0.012 in 1H 2023)First half 2024 results: EPS: AU$0.004 (down from AU$0.012 in 1H 2023). Revenue: AU$18.9m (up 34% from 1H 2023). Net income: AU$273.0k (down 67% from 1H 2023). Profit margin: 1.4% (down from 5.9% in 1H 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 29New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.9% Last year net profit margin: 7.6% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Jul 23Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to AU$3.52. The fair value is estimated to be AU$2.91, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 48% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 22% per annum. Earnings are also forecast to grow by 48% per annum over the same time period.
New Risk • May 23New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$19.2m (US$12.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. This is currently the only risk that has been identified for the company.
お知らせ • Mar 25Dropsuite Limited, Annual General Meeting, May 21, 2024Dropsuite Limited, Annual General Meeting, May 21, 2024, at 11:00 E. Australia Standard Time.
Recent Insider Transactions • Mar 02Insider recently sold AU$753k worth of stockOn the 22nd of February, John Fearon sold around 3m shares on-market at roughly AU$0.27 per share. This transaction amounted to 7.3% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: AU$0.002 (vs AU$0.002 in FY 2022)Full year 2023 results: EPS: AU$0.002 (in line with FY 2022). Revenue: AU$31.4m (up 52% from FY 2022). Net income: AU$1.58m (up 9.2% from FY 2022). Profit margin: 5.1% (down from 7.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 117% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jan 23Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 27% to AU$0.31. The fair value is estimated to be AU$0.26, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 75% in 2 years. Earnings are forecast to grow by 121% in the next 2 years.
Buying Opportunity • Dec 13Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 7.8%. The fair value is estimated to be AU$0.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 50% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 65% in 2 years. Earnings is forecast to grow by 156% in the next 2 years.
お知らせ • Dec 12Dropsuite Limited Announces Appointment of Eric Martorano as Independent Non-Executive Director, Effective 1 January 2024Dropsuite Limited announced the appointment of Eric Martorano as an independent non-executive director of the Company, effective 1 January 2024. Eric is a highly qualified executive with a deep experience in driving global growth strategy and go-to- market initiatives. He has worked for over 25 years with business customers and partners around the globe from small business through to enterprise customers. Eric is currently the Chief Revenue Officer (CRO) for Simplilearn, one of the world's leading online education providers, where he is responsible for sales, customer success, marketing, product, operations and delivery teams with full P&L responsibility for the company's global commercial business. Eric has previously held various leadership positions at Microsoft where he was ultimately General Manager of U.S. Channel Sales with responsibility for over $17 billion of revenue. Eric has also held a range of leadership positions, including CEO and CRO, across several fast-growing technology businesses. Eric holds an MBA from Pepperdine University and a bachelor's degree from California State University, Northridge and he has previously been nominated as CRN's `Top 100 Executives' and `50 Most Influential Channel Chiefs'. Eric is based in the Seattle area, USA.
Reported Earnings • Sep 03First half 2023 earnings released: EPS: AU$0.001 (vs AU$0 in 1H 2022)First half 2023 results: EPS: AU$0.001 (up from AU$0 in 1H 2022). Revenue: AU$14.1m (up 58% from 1H 2022). Net income: AU$836.0k (up 171% from 1H 2022). Profit margin: 5.9% (up from 3.5% in 1H 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 25% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 127% per year but the company’s share price has only increased by 55% per year, which means it is significantly lagging earnings growth.
New Risk • Aug 30New minor risk - Financial data availabilityThe company's latest financial reports are more than 6 months old. Last reported fiscal period ended December 2022. This is considered a minor risk. If the company has not reported its earnings on time, it may have been delayed due to audit problems or it may be finding it difficult to reconcile its accounts. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (57% accrual ratio). Minor Risk Latest financial reports are more than 6 months old (reported December 2022 fiscal period end).
お知らせ • Jun 22Dropsuite Announces New GovCloud Solution Enabling Microsoft 365 Public Sector Users to Easily Backup and Restore Data in CloudDropsuite announced its new GovCloud solution enabling Microsoft 365 public sector users to easily backup and restore their data in the cloud. Dropsuite's GovCloud allows US-based partners to safeguard their government and public sector clients' data and comply with FedRAMP moderate data security requirements. Dropsuite's M365 backup and archiving solutions can now be stored in Amazon Web Services (AWS) GovCloud (US), ensuring data is stored in a separate cloud with heightened security. This creates critical redundancy and protects data from accidental deletion, system crashes, cyber-attacks, and other causes of data loss. This solution bridges M365 Government plans (for organizations requiring higher security and compliance features hosted in a government-only cloud environment) and AWS GovCloud (US) (for US government and public sector customers to architect secure cloud environments that meet those strict security and compliance requirements).
Reported Earnings • Mar 02Full year 2022 earnings releasedFull year 2022 results: Revenue: AU$21.0m (up 79% from FY 2021). Net income: AU$1.45m (up AU$1.48m from FY 2021). Profit margin: 6.9% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue is forecast to grow 22% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Software industry in Australia.
お知らせ • Jan 19Dropsuite Limited to Report Q4, 2022 Results on Jan 19, 2023Dropsuite Limited announced that they will report Q4, 2022 results on Jan 19, 2023
Board Change • Nov 17No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). Non-Executive Director Bruce Tonkin was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Sep 01First half 2022 earnings released: EPS: AU$0.001 (vs AU$0 in 1H 2021)First half 2022 results: EPS: AU$0.001 (up from AU$0 in 1H 2021). Revenue: AU$8.92m (up 80% from 1H 2021). Net income: AU$308.0k (up AU$385.4k from 1H 2021). Profit margin: 3.5% (up from net loss in 1H 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 40%, compared to a 49% growth forecast for the Software industry in Australia. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has increased by 90% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). Non-Executive Director Bruce Tonkin was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 02Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: AU$0 (up from AU$0.004 loss in FY 2020). Revenue: AU$11.7m (up 65% from FY 2020). Net loss: AU$31.2k (loss narrowed 99% from FY 2020). Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) were in line with analyst estimates. Over the next year, revenue is forecast to grow 50%, compared to a 65% growth forecast for the industry in Australia. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 73% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Feb 26Full year 2020 earnings released: AU$0.004 loss per share (vs AU$0.006 loss in FY 2019)The company reported a solid full year result with reduced losses, improved revenues and improved control over expenses. Full year 2020 results: Revenue: AU$7.12m (up 51% from FY 2019). Net loss: AU$2.14m (loss narrowed 32% from FY 2019).
Is New 90 Day High Low • Feb 09New 90-day high: AU$0.21The company is up 100% from its price of AU$0.10 on 11 November 2020. The Australian market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Software industry, which is up 5.0% over the same period.
