View ValuationThis company is no longer activeThe company may no longer be operating, as it may be out of business. Find out why through their latest events.See Latest EventsWeCommerce Holdings 将来の成長Future 基準チェック /46WeCommerce Holdingsは、134.6%と17.3%でそれぞれ年率134.6%で利益と収益が成長すると予測される一方、EPSはgrowで127.9%年率。主要情報134.6%収益成長率127.94%EPS成長率Software 収益成長21.4%収益成長率17.3%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日17 Mar 2023今後の成長に関する最新情報Major Estimate Revision • Mar 23Consensus estimates of losses per share improve by 57%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from CA$56.2m to CA$57.4m. EPS estimate increased from -CA$0.22 per share to -CA$0.095 per share. Software industry in Canada expected to see average net income decline 11% next year. Consensus price target up from CA$3.00 to CA$4.88. Share price fell 2.4% to CA$4.42 over the past week.Major Estimate Revision • Nov 16Consensus EPS estimates fall by 50%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CA$48.2m to CA$47.1m. Losses expected to increase from CA$0.21 per share to CA$0.31. Software industry in Canada expected to see average net income decline 6.5% next year. Consensus price target down from CA$4.38 to CA$3.00. Share price fell 9.2% to CA$2.16 over the past week.Major Estimate Revision • Nov 13Consensus EPS estimates fall by 50%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CA$48.2m to CA$47.1m. Losses expected to increase from CA$0.21 per share to CA$0.31. Software industry in Canada expected to see average net income decline 6.5% next year. Consensus price target down from CA$4.38 to CA$3.00. Share price rose 6.9% to CA$2.31 over the past week.Major Estimate Revision • Aug 25Consensus EPS estimates fall by 75%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CA$51.0m to CA$48.1m. Losses expected to increase from CA$0.12 per share to CA$0.21. Software industry in Canada expected to see average net income growth of 9.9% next year. Consensus price target down from CA$7.00 to CA$4.75. Share price fell 26% to CA$2.15 over the past week.Price Target Changed • Apr 27Price target decreased to CA$13.00Down from CA$17.25, the current price target is an average from 2 analysts. New target price is 97% above last closing price of CA$6.61. Stock is down 60% over the past year. The company is forecast to post a net loss per share of CA$0.11 next year compared to a net loss per share of CA$0.022 last year.Price Target Changed • Mar 05Price target decreased to CA$17.25Down from CA$20.00, the current price target is an average from 2 analysts. New target price is 69% above last closing price of CA$10.20. Stock is down 50% over the past year. The company is forecast to post a net loss per share of CA$0.11 next year compared to a net loss per share of CA$0.18 last year.すべての更新を表示Recent updatesMajor Estimate Revision • Mar 23Consensus estimates of losses per share improve by 57%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from CA$56.2m to CA$57.4m. EPS estimate increased from -CA$0.22 per share to -CA$0.095 per share. Software industry in Canada expected to see average net income decline 11% next year. Consensus price target up from CA$3.00 to CA$4.88. Share price fell 2.4% to CA$4.42 over the past week.Reported Earnings • Mar 17Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: CA$0.55 loss per share (further deteriorated from CA$0.022 loss in FY 2021). Revenue: CA$48.5m (up 26% from FY 2021). Net loss: CA$22.6m (loss widened CA$21.8m from FY 2021). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) missed analyst estimates by 75%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Software industry in Canada.お知らせ • Jan 25Tiny Capital entered into a definitive amalgamation agreement to acquire WeCommerce Holdings Ltd. (TSXV:WE) in a reverse merger transaction for approximately CAD 290 million.Tiny Capital entered into a definitive amalgamation agreement to acquire WeCommerce Holdings Ltd. (TSXV:WE) in a reverse merger transaction for approximately CAD 290 million on January 23, 2023. Pursuant to the transaction, WeCommerce Holdings Ltd. will issue approximately 146.4 million shares to the former shareholders of Tiny Capital Ltd. and its affiliates. Current WeCommerce shareholders will own 24.1% of the post-combination company, which will have approximately 177.9 million fully diluted shares outstanding at closing. It is anticipated that, following completion of the Transaction, the combined company will continue as Tiny Ltd. The combined company will remain listed on the TSX Venture Exchange. Tiny co-founders Andrew Wilkinson and Chris Sparling will serve as co-CEOs of the newly merged company and will own 71% and 10%, respectively, of the combined company as a result of their current ownership of Tiny and WeCommerce shares. WeCommerce's current CFO David Charron will continue as CFO, and Ampere Chan, Tiny's current CFO, will serve as President of the company. The Board of Directors of the combined company will be unchanged. As part of the Transaction, Alex Persson will resign from WeCommerce. The transaction is subject to TSXV approval, WeCommerce shareholder approval and lender approvals under the applicable credit facilities of WeCommerce and Tiny as well as the satisfaction of other customary closing conditions set out in the agreement. WeCommerce Board approved the transaction and the Agreement and resolved to recommend that holders of WeCommerce Shares vote in favour of the Transaction Subject to the satisfaction of such conditions, the Transaction is expected to close in April 2023. In reaching its recommendation to the WeCommerce Board, the Special Committee relied, in part, upon an oral opinion of Perella Weinberg Partners. Fasken Martineau DuMoulin LLP acted as legal counsel to Tiny. Osler, Hoskin & Harcourt LLP acted as legal counsel to the Special Committee. Norton Rose Fulbright Canada LLP acted as legal counsel to the Company. Perella Weinberg Partners acted as financial advisor to the Special Committee.お知らせ • Jan 24WeCommerce Announces Resignation of Alex Persson, Chief Executive OfficerWeCommerce announced that it has entered into a definitive amalgamation agreement with Tiny and 1396773 B.C. Ltd. As part of the Transaction, Mr. Alex Persson, chief executive officer will resign from WeCommerce.Major Estimate Revision • Nov 16Consensus EPS estimates fall by 50%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CA$48.2m to CA$47.1m. Losses expected to increase from CA$0.21 per share to CA$0.31. Software industry in Canada expected to see average net income decline 6.5% next year. Consensus price target down from CA$4.38 to CA$3.00. Share price fell 9.2% to CA$2.16 over the past week.Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Shane Parrish is the most experienced director on the board, commencing their role in 2020. Independent Director Tim McElvaine was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Major Estimate Revision • Nov 13Consensus EPS estimates fall by 50%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CA$48.2m to CA$47.1m. Losses expected to increase from CA$0.21 per share to CA$0.31. Software industry in Canada expected to see average net income decline 6.5% next year. Consensus price target down from CA$4.38 to CA$3.00. Share price rose 6.9% to CA$2.31 over the past week.お知らせ • Oct 29WeCommerce Holdings Ltd. to Report Q3, 2022 Results on Nov 10, 2022WeCommerce Holdings Ltd. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 10, 2022Major Estimate Revision • Aug 25Consensus EPS estimates fall by 75%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CA$51.0m to CA$48.1m. Losses expected to increase from CA$0.12 per share to CA$0.21. Software industry in Canada expected to see average net income growth of 9.9% next year. Consensus price target down from CA$7.00 to CA$4.75. Share price fell 26% to CA$2.15 over the past week.Reported Earnings • Aug 19Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: CA$0.11 loss per share (down from CA$0.006 loss in 2Q 2021). Revenue: CA$11.6m (up 24% from 2Q 2021). Net loss: CA$4.53m (loss widened CA$4.31m from 2Q 2021). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 83%. Over the next year, revenue is forecast to grow 22%, compared to a 22% growth forecast for the Software industry in Canada.お知らせ • Aug 06WeCommerce Holdings Ltd. to Report Q2, 2022 Results on Aug 18, 2022WeCommerce Holdings Ltd. announced that they will report Q2, 2022 results After-Market on Aug 18, 2022Recent Insider Transactions • Jun 16Director recently bought CA$201k worth of stockOn the 9th of June, Andrew Wilkinson bought around 40k shares on-market at roughly CA$5.02 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold CA$8.1m more in shares than they bought in the last 12 months.分析記事 • Jun 03WeCommerce Holdings' (CVE:WE) Promising Earnings May Rest On Soft FoundationsDespite posting some strong earnings, the market for WeCommerce Holdings Ltd.'s ( CVE:WE ) stock hasn't moved much. We...Reported Earnings • May 27First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: CA$0.02 (up from CA$0.049 loss in 1Q 2021). Revenue: CA$12.1m (up 100% from 1Q 2021). Net income: CA$790.1k (up CA$2.55m from 1Q 2021). Profit margin: 6.5% (up from net loss in 1Q 2021). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) exceeded analyst estimates. Over the next year, revenue is forecast to grow 33%, compared to a 25% growth forecast for the industry in Canada.お知らせ • May 18WeCommerce Holdings Ltd. to Report Q1, 2022 Results on May 26, 2022WeCommerce Holdings Ltd. announced that they will report Q1, 2022 results After-Market on May 26, 2022Buying Opportunity • May 05Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 52%. The fair value is estimated to be CA$7.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 78% in 2 years. Earnings is forecast to grow by 79% in the next 2 years.Price Target Changed • Apr 27Price target decreased to CA$13.00Down from CA$17.25, the current price target is an average from 2 analysts. New target price is 97% above last closing price of CA$6.61. Stock is down 60% over the past year. The company is forecast to post a net loss per share of CA$0.11 next year compared to a net loss per share of CA$0.022 last year.Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Independent Director Shane Parrish is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.分析記事 • Apr 23Estimating The Fair Value Of WeCommerce Holdings Ltd. (CVE:WE)Today we will run through one way of estimating the intrinsic value of WeCommerce Holdings Ltd. ( CVE:WE ) by...お知らせ • Apr 15WeCommerce Holdings Ltd., Annual General Meeting, Jun 23, 2022WeCommerce Holdings Ltd., Annual General Meeting, Jun 23, 2022.Reported Earnings • Mar 31Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: CA$0.02 loss per share (up from CA$0.18 loss in FY 2020). Revenue: CA$38.6m (up 81% from FY 2020). Net loss: CA$842.9k (loss narrowed 81% from FY 2020). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 59%, compared to a 27% growth forecast for the industry in Canada.Price Target Changed • Mar 05Price target decreased to CA$17.25Down from CA$20.00, the current price target is an average from 2 analysts. New target price is 69% above last closing price of CA$10.20. Stock is down 50% over the past year. The company is forecast to post a net loss per share of CA$0.11 next year compared to a net loss per share of CA$0.18 last year.Price Target Changed • Feb 02Price target decreased to CA$19.25Down from CA$21.00, the current price target is an average from 2 analysts. New target price is 53% above last closing price of CA$12.59. Stock is down 50% over the past year. The company is forecast to post a net loss per share of CA$0.11 next year compared to a net loss per share of CA$0.18 last year.Recent Insider Transactions • Dec 13Independent Director recently bought CA$681k worth of stockOn the 7th of December, Shane Parrish bought around 45k shares on-market at roughly CA$15.00 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold CA$1.6m more in shares than they bought in the last 12 months.Board Change • Dec 06High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Independent Director Shane Parrish is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Reported Earnings • Nov 24Third quarter 2021 earnings: Revenues miss analyst expectationsThird quarter 2021 results: Revenue: CA$10.9m (up 84% from 3Q 2020). Net loss: CA$2.99m (down CA$3.51m from profit in 3Q 2020). Revenue missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 87%, compared to a 38% growth forecast for the industry in Canada.Recent Insider Transactions • Sep 17Insider recently sold CA$1.2m worth of stockOn the 9th of September, Benjamin Moore sold around 100k shares on-market at roughly CA$11.90 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of CA$2.4m more than they bought in the last 12 months.Recent Insider Transactions • Sep 10Insider recently sold CA$1.2m worth of stockOn the 3rd of September, Benjamin Moore sold around 100k shares on-market at roughly CA$11.74 per share. 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 • Aug 27Second quarter 2021 earnings released: CA$0.01 loss per share (vs CA$21.34 profit in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: CA$9.53m (up 79% from 2Q 2020). Net loss: CA$44.7k (down 107% from profit in 2Q 2020).お知らせ • Aug 25WeCommerce Holdings Ltd. (TSXV:WE) completed the acquisition of Substantially all of the assets of Archetype Themes Inc.WeCommerce Holdings Ltd. (TSXV:WE) signed a definitive purchase agreement to acquire Substantially all of the assets of Archetype Themes Inc. for $32 million on August 6, 2021. The consideration comprise of $20 million payable in cash on closing of the acquisition and an earn-out of up to $12 million, payable in two installments as follows: (a) an amount of up to $4 million, subject to the satisfaction of certain conditions, including Archetype achieving certain EBITDA targets for the six-month period ending December 31, 2021, which may be payable in or around the second quarter of 2022; and (b) an amount of up to $8 million, subject to the satisfaction of certain conditions, including Archetype achieving certain EBITDA targets for the twelve-month period ending December 31, 2022, which may be payable in or around the second quarter of 2023. The earn-out payment may be satisfied, at WeCommerce’s sole discretion, in either cash, the issuance of Class A common shares of WeCommerce or a combination thereof. WeCommerce expects to fund the upfront consideration of $20 million through a combination of cash on hand and borrowings under its senior secured credit facility. Archetype will continue to operate as an independent brand post-acquisition. The Acquisition is subject to customary closing conditions, including TSXV approval, receipt of certain third party consents and the other conditions set out in the purchase agreement. Subject to the satisfaction of such conditions, the acquisition is expected to close within the next 45 days. RSM US LLP acted as accountant and WeirFoulds LLP acted as legal advisor to WeirFoulds LLP. Davies Ward Phillips & Vineberg LLP acted as legal advisor to WeCommerce Holdings Ltd. WeCommerce Holdings Ltd. (TSXV:WE) completed the acquisition of Substantially all of the assets of Archetype Themes Inc. on August 24, 2021. On closing of the Acquisition, WeCommerce paid Archetype upfront consideration of $20 million in cash. The upfront cash portion of the consideration was funded with approximately $10 million of cash on hand and approximately $10 million of borrowings under WeCommerce's revolving credit facility. WeCommerce may also be required to make earn-out payments of up to an aggregate of $12 million if Archetype satisfies certain conditions, including, among other conditions, if it achieves certain EBITDA targets during the second half of 2021 and the full 2022 calendar year. If payable, the earn-out payments may be satisfied, at WeCommerce’s sole discretion, in either cash, the issuance of Class A common shares of WeCommerce. The Acquisition is expected to be accretive to WeCommerce’s consolidated revenues and operating margins.お知らせ • Aug 08WeCommerce Holdings Ltd. (TSXV:WE) signed a definitive purchase agreement to acquire Substantially all of the assets of Archetype Themes Inc. for $32 million.WeCommerce Holdings Ltd. (TSXV:WE) signed a definitive purchase agreement to acquire Substantially all of the assets of Archetype Themes Inc. for $32 million on August 6, 2021. The consideration comprise of $20 million payable in cash on closing of the acquisition and an earn-out of up to $12 million, payable in two installments as follows: (a) an amount of up to $4 million, subject to the satisfaction of certain conditions, including Archetype achieving certain EBITDA targets for the six-month period ending December 31, 2021, which may be payable in or around the second quarter of 2022; and (b) an amount of up to $8 million, subject to the satisfaction of certain conditions, including Archetype achieving certain EBITDA targets for the twelve-month period ending December 31, 2022, which may be payable in or around the second quarter of 2023. The earn-out payment may be satisfied, at WeCommerce’s sole discretion, in either cash, the issuance of Class A common shares of WeCommerce or a combination thereof. WeCommerce expects to fund the upfront consideration of $20 million through a combination of cash on hand and borrowings under its senior secured credit facility. Archetype will continue to operate as an independent brand post-acquisition. The Acquisition is subject to customary closing conditions, including TSXV approval, receipt of certain third party consents and the other conditions set out in the purchase agreement. Subject to the satisfaction of such conditions, the acquisition is expected to close within the next 45 days.Reported Earnings • May 29First quarter 2021 earnings releasedThe company reported a mediocre first quarter result with weaker earnings and weaker control over costs, although revenues improved. First quarter 2021 results: Revenue: CA$6.04m (up 45% from 1Q 2020). Net loss: CA$1.76m (down CA$1.90m from profit in 1Q 2020).分析記事 • Apr 25Results: WeCommerce Holdings Ltd. Delivered A Surprise Loss And Now Analysts Have New ForecastsLast week saw the newest yearly earnings release from WeCommerce Holdings Ltd. ( CVE:WE ), an important milestone in...Reported Earnings • Apr 24Full year 2020 earnings released: CA$0.18 loss per share (vs CA$0.11 profit in FY 2019)The company reported a mediocre full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: CA$21.3m (up 40% from FY 2019). Net loss: CA$4.42m (down CA$4.55m from profit in FY 2019).お知らせ • Mar 07WeCommerce Holdings Ltd. (TSXV:WE) signed a definitive purchase agreement to acquire All assets of Stamped.io Pte. Ltd. from Stamped.io Pte. Ltd. for approximately $110 million.WeCommerce Holdings Ltd. (TSXV:WE) signed a definitive purchase agreement to acquire All assets of Stamped.io Pte. Ltd. from Stamped.io Pte. Ltd. for approximately $110 million on March 5, 2021. The consideration comprise of $75 million payable in cash on closing of the Acquisition,issuance of 0.49 million Class A common shares of WeCommerce on closing of the Acquisition and $25 million payable in the first quarter of 2022 contingent on, among other things, Stamped achieving a minimum revenue target in 2021 of US$10 million. WeCommerce has obtained commitments from a syndicate of lenders led by JPMorgan Chase Bank, N.A. to provide financing of up to an aggregate of US$77 million to partially finance the purchase price for the Acquisition. The Credit Facility is expected to consist of a revolving credit facility, a term loan facility and a delayed draw term loan facility. The Acquisition is subject to customary closing conditions, including the approval of the TSXV, receipt of certain third party consents and the other conditions set out in the Purchase Agreement. The Acquisition is expected to close within the next 45 days.Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CA$20.40, the stock is trading at a trailing P/E ratio of 23.2x, down from the previous P/E ratio of 27.8x. This compares to an average P/E of 12x in the Capital Markets industry in Canada.Valuation Update With 7 Day Price Move • Feb 03Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CA$25.20, the stock is trading at a trailing P/E ratio of 28.6x, down from the previous P/E ratio of 33.8x. This compares to an average P/E of 12x in the Capital Markets industry in Canada.Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improved over the past weekAfter last week's 19% share price gain to CA$25.65, the stock is trading at a trailing P/E ratio of 29.2x, up from the previous P/E ratio of 24.5x. This compares to an average P/E of 12x in the Capital Markets industry in Canada.業績と収益の成長予測TSXV:WE - アナリストの将来予測と過去の財務データ ( )CAD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2024693N/AN/A212/31/202357-3N/AN/A212/31/202248-231011N/A9/30/202247-61111N/A6/30/202247-31111N/A3/31/20224521111N/A12/31/202139-188N/A9/30/202132-1055N/A6/30/202127-755N/A3/31/202123-666N/A12/31/202021-466N/A9/30/202019155N/A6/30/202017144N/A3/31/202016033N/A12/31/201915023N/A12/31/201812122N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: WEは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 1.8% ) よりも高い成長率であると考えられます。収益対市場: WE今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。高成長収益: WE今後 3 年以内に収益を上げることが予想されます。収益対市場: WEの収益 ( 17.3% ) Canadian市場 ( 4.8% ) よりも速いペースで成長すると予測されています。高い収益成長: WEの収益 ( 17.3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: WEの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YSoftware 業界の高成長企業。View Past Performance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2023/04/18 15:05終値2023/04/18 00:00収益2022/12/31年間収益2022/12/31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WeCommerce Holdings Ltd. 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。1 アナリスト機関Robert YoungCanaccord Genuity
Major Estimate Revision • Mar 23Consensus estimates of losses per share improve by 57%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from CA$56.2m to CA$57.4m. EPS estimate increased from -CA$0.22 per share to -CA$0.095 per share. Software industry in Canada expected to see average net income decline 11% next year. Consensus price target up from CA$3.00 to CA$4.88. Share price fell 2.4% to CA$4.42 over the past week.
Major Estimate Revision • Nov 16Consensus EPS estimates fall by 50%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CA$48.2m to CA$47.1m. Losses expected to increase from CA$0.21 per share to CA$0.31. Software industry in Canada expected to see average net income decline 6.5% next year. Consensus price target down from CA$4.38 to CA$3.00. Share price fell 9.2% to CA$2.16 over the past week.
Major Estimate Revision • Nov 13Consensus EPS estimates fall by 50%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CA$48.2m to CA$47.1m. Losses expected to increase from CA$0.21 per share to CA$0.31. Software industry in Canada expected to see average net income decline 6.5% next year. Consensus price target down from CA$4.38 to CA$3.00. Share price rose 6.9% to CA$2.31 over the past week.
Major Estimate Revision • Aug 25Consensus EPS estimates fall by 75%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CA$51.0m to CA$48.1m. Losses expected to increase from CA$0.12 per share to CA$0.21. Software industry in Canada expected to see average net income growth of 9.9% next year. Consensus price target down from CA$7.00 to CA$4.75. Share price fell 26% to CA$2.15 over the past week.
Price Target Changed • Apr 27Price target decreased to CA$13.00Down from CA$17.25, the current price target is an average from 2 analysts. New target price is 97% above last closing price of CA$6.61. Stock is down 60% over the past year. The company is forecast to post a net loss per share of CA$0.11 next year compared to a net loss per share of CA$0.022 last year.
Price Target Changed • Mar 05Price target decreased to CA$17.25Down from CA$20.00, the current price target is an average from 2 analysts. New target price is 69% above last closing price of CA$10.20. Stock is down 50% over the past year. The company is forecast to post a net loss per share of CA$0.11 next year compared to a net loss per share of CA$0.18 last year.
Major Estimate Revision • Mar 23Consensus estimates of losses per share improve by 57%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from CA$56.2m to CA$57.4m. EPS estimate increased from -CA$0.22 per share to -CA$0.095 per share. Software industry in Canada expected to see average net income decline 11% next year. Consensus price target up from CA$3.00 to CA$4.88. Share price fell 2.4% to CA$4.42 over the past week.
Reported Earnings • Mar 17Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2022 results: CA$0.55 loss per share (further deteriorated from CA$0.022 loss in FY 2021). Revenue: CA$48.5m (up 26% from FY 2021). Net loss: CA$22.6m (loss widened CA$21.8m from FY 2021). Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) missed analyst estimates by 75%. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Software industry in Canada.
お知らせ • Jan 25Tiny Capital entered into a definitive amalgamation agreement to acquire WeCommerce Holdings Ltd. (TSXV:WE) in a reverse merger transaction for approximately CAD 290 million.Tiny Capital entered into a definitive amalgamation agreement to acquire WeCommerce Holdings Ltd. (TSXV:WE) in a reverse merger transaction for approximately CAD 290 million on January 23, 2023. Pursuant to the transaction, WeCommerce Holdings Ltd. will issue approximately 146.4 million shares to the former shareholders of Tiny Capital Ltd. and its affiliates. Current WeCommerce shareholders will own 24.1% of the post-combination company, which will have approximately 177.9 million fully diluted shares outstanding at closing. It is anticipated that, following completion of the Transaction, the combined company will continue as Tiny Ltd. The combined company will remain listed on the TSX Venture Exchange. Tiny co-founders Andrew Wilkinson and Chris Sparling will serve as co-CEOs of the newly merged company and will own 71% and 10%, respectively, of the combined company as a result of their current ownership of Tiny and WeCommerce shares. WeCommerce's current CFO David Charron will continue as CFO, and Ampere Chan, Tiny's current CFO, will serve as President of the company. The Board of Directors of the combined company will be unchanged. As part of the Transaction, Alex Persson will resign from WeCommerce. The transaction is subject to TSXV approval, WeCommerce shareholder approval and lender approvals under the applicable credit facilities of WeCommerce and Tiny as well as the satisfaction of other customary closing conditions set out in the agreement. WeCommerce Board approved the transaction and the Agreement and resolved to recommend that holders of WeCommerce Shares vote in favour of the Transaction Subject to the satisfaction of such conditions, the Transaction is expected to close in April 2023. In reaching its recommendation to the WeCommerce Board, the Special Committee relied, in part, upon an oral opinion of Perella Weinberg Partners. Fasken Martineau DuMoulin LLP acted as legal counsel to Tiny. Osler, Hoskin & Harcourt LLP acted as legal counsel to the Special Committee. Norton Rose Fulbright Canada LLP acted as legal counsel to the Company. Perella Weinberg Partners acted as financial advisor to the Special Committee.
お知らせ • Jan 24WeCommerce Announces Resignation of Alex Persson, Chief Executive OfficerWeCommerce announced that it has entered into a definitive amalgamation agreement with Tiny and 1396773 B.C. Ltd. As part of the Transaction, Mr. Alex Persson, chief executive officer will resign from WeCommerce.
Major Estimate Revision • Nov 16Consensus EPS estimates fall by 50%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CA$48.2m to CA$47.1m. Losses expected to increase from CA$0.21 per share to CA$0.31. Software industry in Canada expected to see average net income decline 6.5% next year. Consensus price target down from CA$4.38 to CA$3.00. Share price fell 9.2% to CA$2.16 over the past week.
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). Independent Director Shane Parrish is the most experienced director on the board, commencing their role in 2020. Independent Director Tim McElvaine was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Major Estimate Revision • Nov 13Consensus EPS estimates fall by 50%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CA$48.2m to CA$47.1m. Losses expected to increase from CA$0.21 per share to CA$0.31. Software industry in Canada expected to see average net income decline 6.5% next year. Consensus price target down from CA$4.38 to CA$3.00. Share price rose 6.9% to CA$2.31 over the past week.
お知らせ • Oct 29WeCommerce Holdings Ltd. to Report Q3, 2022 Results on Nov 10, 2022WeCommerce Holdings Ltd. announced that they will report Q3, 2022 results at 4:00 PM, US Eastern Standard Time on Nov 10, 2022
Major Estimate Revision • Aug 25Consensus EPS estimates fall by 75%The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from CA$51.0m to CA$48.1m. Losses expected to increase from CA$0.12 per share to CA$0.21. Software industry in Canada expected to see average net income growth of 9.9% next year. Consensus price target down from CA$7.00 to CA$4.75. Share price fell 26% to CA$2.15 over the past week.
Reported Earnings • Aug 19Second quarter 2022 earnings: EPS and revenues miss analyst expectationsSecond quarter 2022 results: CA$0.11 loss per share (down from CA$0.006 loss in 2Q 2021). Revenue: CA$11.6m (up 24% from 2Q 2021). Net loss: CA$4.53m (loss widened CA$4.31m from 2Q 2021). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 83%. Over the next year, revenue is forecast to grow 22%, compared to a 22% growth forecast for the Software industry in Canada.
お知らせ • Aug 06WeCommerce Holdings Ltd. to Report Q2, 2022 Results on Aug 18, 2022WeCommerce Holdings Ltd. announced that they will report Q2, 2022 results After-Market on Aug 18, 2022
Recent Insider Transactions • Jun 16Director recently bought CA$201k worth of stockOn the 9th of June, Andrew Wilkinson bought around 40k shares on-market at roughly CA$5.02 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold CA$8.1m more in shares than they bought in the last 12 months.
分析記事 • Jun 03WeCommerce Holdings' (CVE:WE) Promising Earnings May Rest On Soft FoundationsDespite posting some strong earnings, the market for WeCommerce Holdings Ltd.'s ( CVE:WE ) stock hasn't moved much. We...
Reported Earnings • May 27First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: EPS: CA$0.02 (up from CA$0.049 loss in 1Q 2021). Revenue: CA$12.1m (up 100% from 1Q 2021). Net income: CA$790.1k (up CA$2.55m from 1Q 2021). Profit margin: 6.5% (up from net loss in 1Q 2021). Revenue missed analyst estimates by 2.6%. Earnings per share (EPS) exceeded analyst estimates. Over the next year, revenue is forecast to grow 33%, compared to a 25% growth forecast for the industry in Canada.
お知らせ • May 18WeCommerce Holdings Ltd. to Report Q1, 2022 Results on May 26, 2022WeCommerce Holdings Ltd. announced that they will report Q1, 2022 results After-Market on May 26, 2022
Buying Opportunity • May 05Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 52%. The fair value is estimated to be CA$7.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 38% over the last 3 years. Meanwhile, the company became loss making. Revenue is forecast to grow by 78% in 2 years. Earnings is forecast to grow by 79% in the next 2 years.
Price Target Changed • Apr 27Price target decreased to CA$13.00Down from CA$17.25, the current price target is an average from 2 analysts. New target price is 97% above last closing price of CA$6.61. Stock is down 60% over the past year. The company is forecast to post a net loss per share of CA$0.11 next year compared to a net loss per share of CA$0.022 last year.
Board Change • Apr 27High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Independent Director Shane Parrish is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
分析記事 • Apr 23Estimating The Fair Value Of WeCommerce Holdings Ltd. (CVE:WE)Today we will run through one way of estimating the intrinsic value of WeCommerce Holdings Ltd. ( CVE:WE ) by...
お知らせ • Apr 15WeCommerce Holdings Ltd., Annual General Meeting, Jun 23, 2022WeCommerce Holdings Ltd., Annual General Meeting, Jun 23, 2022.
Reported Earnings • Mar 31Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: CA$0.02 loss per share (up from CA$0.18 loss in FY 2020). Revenue: CA$38.6m (up 81% from FY 2020). Net loss: CA$842.9k (loss narrowed 81% from FY 2020). Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) also missed analyst estimates by 100%. Over the next year, revenue is forecast to grow 59%, compared to a 27% growth forecast for the industry in Canada.
Price Target Changed • Mar 05Price target decreased to CA$17.25Down from CA$20.00, the current price target is an average from 2 analysts. New target price is 69% above last closing price of CA$10.20. Stock is down 50% over the past year. The company is forecast to post a net loss per share of CA$0.11 next year compared to a net loss per share of CA$0.18 last year.
Price Target Changed • Feb 02Price target decreased to CA$19.25Down from CA$21.00, the current price target is an average from 2 analysts. New target price is 53% above last closing price of CA$12.59. Stock is down 50% over the past year. The company is forecast to post a net loss per share of CA$0.11 next year compared to a net loss per share of CA$0.18 last year.
Recent Insider Transactions • Dec 13Independent Director recently bought CA$681k worth of stockOn the 7th of December, Shane Parrish bought around 45k shares on-market at roughly CA$15.00 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold CA$1.6m more in shares than they bought in the last 12 months.
Board Change • Dec 06High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. No experienced directors. No highly experienced directors. Independent Director Shane Parrish is the most experienced director on the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Reported Earnings • Nov 24Third quarter 2021 earnings: Revenues miss analyst expectationsThird quarter 2021 results: Revenue: CA$10.9m (up 84% from 3Q 2020). Net loss: CA$2.99m (down CA$3.51m from profit in 3Q 2020). Revenue missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 87%, compared to a 38% growth forecast for the industry in Canada.
Recent Insider Transactions • Sep 17Insider recently sold CA$1.2m worth of stockOn the 9th of September, Benjamin Moore sold around 100k shares on-market at roughly CA$11.90 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of CA$2.4m more than they bought in the last 12 months.
Recent Insider Transactions • Sep 10Insider recently sold CA$1.2m worth of stockOn the 3rd of September, Benjamin Moore sold around 100k shares on-market at roughly CA$11.74 per share. 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 • Aug 27Second quarter 2021 earnings released: CA$0.01 loss per share (vs CA$21.34 profit in 2Q 2020)The company reported a mediocre second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: CA$9.53m (up 79% from 2Q 2020). Net loss: CA$44.7k (down 107% from profit in 2Q 2020).
お知らせ • Aug 25WeCommerce Holdings Ltd. (TSXV:WE) completed the acquisition of Substantially all of the assets of Archetype Themes Inc.WeCommerce Holdings Ltd. (TSXV:WE) signed a definitive purchase agreement to acquire Substantially all of the assets of Archetype Themes Inc. for $32 million on August 6, 2021. The consideration comprise of $20 million payable in cash on closing of the acquisition and an earn-out of up to $12 million, payable in two installments as follows: (a) an amount of up to $4 million, subject to the satisfaction of certain conditions, including Archetype achieving certain EBITDA targets for the six-month period ending December 31, 2021, which may be payable in or around the second quarter of 2022; and (b) an amount of up to $8 million, subject to the satisfaction of certain conditions, including Archetype achieving certain EBITDA targets for the twelve-month period ending December 31, 2022, which may be payable in or around the second quarter of 2023. The earn-out payment may be satisfied, at WeCommerce’s sole discretion, in either cash, the issuance of Class A common shares of WeCommerce or a combination thereof. WeCommerce expects to fund the upfront consideration of $20 million through a combination of cash on hand and borrowings under its senior secured credit facility. Archetype will continue to operate as an independent brand post-acquisition. The Acquisition is subject to customary closing conditions, including TSXV approval, receipt of certain third party consents and the other conditions set out in the purchase agreement. Subject to the satisfaction of such conditions, the acquisition is expected to close within the next 45 days. RSM US LLP acted as accountant and WeirFoulds LLP acted as legal advisor to WeirFoulds LLP. Davies Ward Phillips & Vineberg LLP acted as legal advisor to WeCommerce Holdings Ltd. WeCommerce Holdings Ltd. (TSXV:WE) completed the acquisition of Substantially all of the assets of Archetype Themes Inc. on August 24, 2021. On closing of the Acquisition, WeCommerce paid Archetype upfront consideration of $20 million in cash. The upfront cash portion of the consideration was funded with approximately $10 million of cash on hand and approximately $10 million of borrowings under WeCommerce's revolving credit facility. WeCommerce may also be required to make earn-out payments of up to an aggregate of $12 million if Archetype satisfies certain conditions, including, among other conditions, if it achieves certain EBITDA targets during the second half of 2021 and the full 2022 calendar year. If payable, the earn-out payments may be satisfied, at WeCommerce’s sole discretion, in either cash, the issuance of Class A common shares of WeCommerce. The Acquisition is expected to be accretive to WeCommerce’s consolidated revenues and operating margins.
お知らせ • Aug 08WeCommerce Holdings Ltd. (TSXV:WE) signed a definitive purchase agreement to acquire Substantially all of the assets of Archetype Themes Inc. for $32 million.WeCommerce Holdings Ltd. (TSXV:WE) signed a definitive purchase agreement to acquire Substantially all of the assets of Archetype Themes Inc. for $32 million on August 6, 2021. The consideration comprise of $20 million payable in cash on closing of the acquisition and an earn-out of up to $12 million, payable in two installments as follows: (a) an amount of up to $4 million, subject to the satisfaction of certain conditions, including Archetype achieving certain EBITDA targets for the six-month period ending December 31, 2021, which may be payable in or around the second quarter of 2022; and (b) an amount of up to $8 million, subject to the satisfaction of certain conditions, including Archetype achieving certain EBITDA targets for the twelve-month period ending December 31, 2022, which may be payable in or around the second quarter of 2023. The earn-out payment may be satisfied, at WeCommerce’s sole discretion, in either cash, the issuance of Class A common shares of WeCommerce or a combination thereof. WeCommerce expects to fund the upfront consideration of $20 million through a combination of cash on hand and borrowings under its senior secured credit facility. Archetype will continue to operate as an independent brand post-acquisition. The Acquisition is subject to customary closing conditions, including TSXV approval, receipt of certain third party consents and the other conditions set out in the purchase agreement. Subject to the satisfaction of such conditions, the acquisition is expected to close within the next 45 days.
Reported Earnings • May 29First quarter 2021 earnings releasedThe company reported a mediocre first quarter result with weaker earnings and weaker control over costs, although revenues improved. First quarter 2021 results: Revenue: CA$6.04m (up 45% from 1Q 2020). Net loss: CA$1.76m (down CA$1.90m from profit in 1Q 2020).
分析記事 • Apr 25Results: WeCommerce Holdings Ltd. Delivered A Surprise Loss And Now Analysts Have New ForecastsLast week saw the newest yearly earnings release from WeCommerce Holdings Ltd. ( CVE:WE ), an important milestone in...
Reported Earnings • Apr 24Full year 2020 earnings released: CA$0.18 loss per share (vs CA$0.11 profit in FY 2019)The company reported a mediocre full year result with weaker earnings and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: CA$21.3m (up 40% from FY 2019). Net loss: CA$4.42m (down CA$4.55m from profit in FY 2019).
お知らせ • Mar 07WeCommerce Holdings Ltd. (TSXV:WE) signed a definitive purchase agreement to acquire All assets of Stamped.io Pte. Ltd. from Stamped.io Pte. Ltd. for approximately $110 million.WeCommerce Holdings Ltd. (TSXV:WE) signed a definitive purchase agreement to acquire All assets of Stamped.io Pte. Ltd. from Stamped.io Pte. Ltd. for approximately $110 million on March 5, 2021. The consideration comprise of $75 million payable in cash on closing of the Acquisition,issuance of 0.49 million Class A common shares of WeCommerce on closing of the Acquisition and $25 million payable in the first quarter of 2022 contingent on, among other things, Stamped achieving a minimum revenue target in 2021 of US$10 million. WeCommerce has obtained commitments from a syndicate of lenders led by JPMorgan Chase Bank, N.A. to provide financing of up to an aggregate of US$77 million to partially finance the purchase price for the Acquisition. The Credit Facility is expected to consist of a revolving credit facility, a term loan facility and a delayed draw term loan facility. The Acquisition is subject to customary closing conditions, including the approval of the TSXV, receipt of certain third party consents and the other conditions set out in the Purchase Agreement. The Acquisition is expected to close within the next 45 days.
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to CA$20.40, the stock is trading at a trailing P/E ratio of 23.2x, down from the previous P/E ratio of 27.8x. This compares to an average P/E of 12x in the Capital Markets industry in Canada.
Valuation Update With 7 Day Price Move • Feb 03Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to CA$25.20, the stock is trading at a trailing P/E ratio of 28.6x, down from the previous P/E ratio of 33.8x. This compares to an average P/E of 12x in the Capital Markets industry in Canada.
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improved over the past weekAfter last week's 19% share price gain to CA$25.65, the stock is trading at a trailing P/E ratio of 29.2x, up from the previous P/E ratio of 24.5x. This compares to an average P/E of 12x in the Capital Markets industry in Canada.