View Future GrowthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 過去の業績過去 基準チェック /26Dropsuiteは、平均年間69%の収益成長を遂げていますが、 Software業界の収益は、年間 成長しています。収益は、平均年間14.6% 40.6%収益成長率で 成長しています。 Dropsuiteの自己資本利益率は2.7%であり、純利益率は2%です。主要情報69.04%収益成長率71.29%EPS成長率Software 業界の成長22.05%収益成長率40.65%株主資本利益率2.68%ネット・マージン2.01%前回の決算情報31 Dec 2024最近の業績更新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.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.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.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, 2023Reported 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.すべての更新を表示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.収支内訳Dropsuite の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史CHIA:DSE 収益、費用、利益 ( )AUD Millions日付収益収益G+A経費研究開発費31 Dec 244114430 Sep 243814330 Jun 243514231 Mar 243314231 Dec 233123130 Sep 232823130 Jun 232623131 Mar 232323131 Dec 222112130 Sep 221812030 Jun 221601031 Mar 221401031 Dec 211201030 Sep 211001030 Jun 219-11031 Mar 218-21031 Dec 207-21030 Sep 206-31030 Jun 206-31031 Mar 205-31031 Dec 195-31030 Sep 195-31030 Jun 196-21031 Mar 196-21031 Dec 185-11030 Sep 184-21030 Jun 183-21031 Mar 183-21031 Dec 173-21030 Sep 172-51030 Jun 172-81031 Mar 172-81031 Dec 161-71031 Dec 150-10031 Dec 140-200質の高い収益: DSEは 高品質の収益 を持っています。利益率の向上: DSEの現在の純利益率 (2%)は、昨年(5.2%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: DSE過去 5 年間で収益を上げており、収益は年間69%増加しています。成長の加速: DSEは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: DSEは過去 1 年間で収益成長率がマイナス ( -47.7% ) となったため、 Software業界平均 ( 16.2% ) と比較することが困難です。株主資本利益率高いROE: DSEの 自己資本利益率 ( 2.7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YSoftware 、過去の業績が好調な企業。View Financial Health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 04:38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
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.
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.
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.
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
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.
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.