View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsCoupa Software 将来の成長Future 基準チェック /16主要情報10.1%収益成長率17.24%EPS成長率Software 収益成長15.1%収益成長率16.0%将来の株主資本利益率n/aアナリストカバレッジGood最終更新日28 Feb 2023今後の成長に関する最新情報Breakeven Date Change • Mar 15No longer forecast to breakevenThe 25 analysts covering Coupa Software no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$8.54m in 2025. New consensus forecast suggests the company will make a loss of US$365.0m in 2025.すべての更新を表示Recent updatesReported Earnings • Dec 12Third quarter 2023 earnings released: US$1.11 loss per share (vs US$1.23 loss in 3Q 2022)Third quarter 2023 results: US$1.11 loss per share (improved from US$1.23 loss in 3Q 2022). Revenue: US$217.3m (up 17% from 3Q 2022). Net loss: US$84.7m (loss narrowed 7.2% from 3Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Chief Customer Officer & Member of Executive Advisory Board Mark Riggs was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Sep 07Second quarter 2023 earnings released: US$0.99 loss per share (vs US$1.24 loss in 2Q 2022)Second quarter 2023 results: US$0.99 loss per share (improved from US$1.24 loss in 2Q 2022). Revenue: US$211.1m (up 18% from 2Q 2022). Net loss: US$75.3m (loss narrowed 18% from 2Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 07First quarter 2023 earnings released: US$1.08 loss per share (vs US$1.38 loss in 1Q 2022)First quarter 2023 results: US$1.08 loss per share (up from US$1.38 loss in 1Q 2022). Revenue: US$196.4m (up 18% from 1Q 2022). Net loss: US$81.5m (loss narrowed 19% from 1Q 2022). Over the next year, revenue is forecast to grow 17%, compared to a 26% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Buying Opportunity • May 25Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 45%. The fair value is estimated to be US$83.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has declined by 60%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is forecast to decline by 7.6% per annum over the same time period.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. Chief Customer Officer & Member of Executive Advisory Board Mark Riggs was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Mar 15Full year 2022 earnings: EPS in line with analyst expectations despite revenue beatFull year 2022 results: US$5.14 loss per share (down from US$2.63 loss in FY 2021). Revenue: US$725.3m (up 34% from FY 2021). Net loss: US$379.0m (loss widened 110% from FY 2021). Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 21%, compared to a 29% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Breakeven Date Change • Mar 15No longer forecast to breakevenThe 25 analysts covering Coupa Software no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$8.54m in 2025. New consensus forecast suggests the company will make a loss of US$365.0m in 2025.Buying Opportunity • Jan 22Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 48%. The fair value is estimated to be US$166, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 35% per annum over the last 3 years. Earnings per share has declined by 60% per annum over the last 3 years.Reported Earnings • Dec 07Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: US$1.23 loss per share (down from US$0.88 loss in 3Q 2021). Revenue: US$185.8m (up 40% from 3Q 2021). Net loss: US$91.2m (loss widened 50% from 3Q 2021). Revenue exceeded analyst estimates by 4.5%. Over the next year, revenue is forecast to grow 19%, compared to a 29% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has increased by 39% per year, which means it is well ahead of earnings.Reported Earnings • Sep 08Second quarter 2022 earnings released: US$1.24 loss per share (vs US$0.64 loss in 2Q 2021)The company reported a mediocre second quarter result with increased losses and weaker control over costs, although revenues improved. Second quarter 2022 results: Revenue: US$179.2m (up 42% from 2Q 2021). Net loss: US$91.5m (loss widened 112% from 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 50% per year, which means it is well ahead of earnings.Reported Earnings • Jun 08First quarter 2022 earnings released: US$1.38 loss per share (vs US$0.23 loss in 1Q 2021)The company reported a mediocre first quarter result with increased losses and weaker control over costs, although revenues improved. First quarter 2022 results: Revenue: US$166.9m (up 40% from 1Q 2021). Net loss: US$100.4m (loss widened US$85.5m from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 57% per year, which means it is well ahead of earnings.Reported Earnings • Mar 18Full year 2021 earnings released: US$2.63 loss per share (vs US$1.45 loss in FY 2020)The company reported a mediocre full year result with increased losses and weaker control over costs, although revenues improved. Full year 2021 results: Revenue: US$541.6m (up 39% from FY 2020). Net loss: US$180.1m (loss widened 98% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 75% per year, which means it is well ahead of earnings.Executive Departure • Feb 03Chief Revenue Officer has left the companyOn the 1st of February, Steven Winter's tenure as Chief Revenue Officer ended after 4.4 years in the role. As of September 2020, Steven personally held 7.95k shares (US$2.0m worth at the time). Steven is the only executive to leave the company over the last 12 months.Recent Insider Transactions • Jan 01Insider recently bought US$36k worth of stockOn the 23rd of December, Michelle Brennan bought around 100 shares on-market at roughly US$359 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold US$87k more in shares than they bought in the last 12 months.Reported Earnings • Dec 09Third quarter 2021 earnings released: US$0.88 loss per shareThe company reported a mediocre third quarter result with increased losses and weaker control over expenses, although revenues were improved. Third quarter 2021 results: Revenue: US$133.0m (up 31% from 3Q 2020). Net loss: US$60.8m (loss widened 131% from 3Q 2020).Analyst Estimate Surprise Post Earnings • Dec 09Revenue beats expectationsRevenue exceeded analyst estimates by 7.2%. Over the next year, revenue is forecast to grow 29%, compared to a 32% growth forecast for the Software industry in the United Kingdom.業績と収益の成長予測LSE:0I4B - アナリストの将来予測と過去の財務データ ( )USD 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1/31/20261,651-17730527931/31/20251,173-359211230151/31/2024987-353194214251/31/2023844-3341551772610/31/2022818-337197214N/A7/31/2022787-344159174N/A4/30/2022755-360171186N/A1/31/2022725-379154168N/A10/31/2021696-344112124N/A7/31/2021643-314101112N/A4/30/2021589-2668495N/A1/31/2021542-1806778N/A10/31/2020490-1436880N/A7/31/2020458-1087487N/A4/30/2020428-855265N/A1/31/2020390-915668N/A10/31/2019353-834355N/A7/31/2019319-672334N/A4/30/2019285-613544N/A1/31/2019260-563037N/A10/31/2018239-482126N/A7/31/2018219-492227N/A4/30/2018202-492125N/A1/31/2018187-441520N/A10/31/2017171-42611N/A7/31/2017159-37-13N/A4/30/2017146-36-8-4N/A1/31/2017134-38-25-21N/A10/31/2016122-42-21-16N/A7/31/2016109-45N/A-23N/A4/30/201696-45N/A-29N/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: 0I4B今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: 0I4B今後 3 年間、利益が出ない状態が続くと予測されています。高成長収益: 0I4B今後 3 年間、利益が出ない状態が続くと予測されています。収益対市場: 0I4Bの収益 ( 16% ) UK市場 ( 4.5% ) 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: 0I4Bの収益 ( 16% ) 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: 0I4B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2023/03/01 23:47終値2023/02/27 00:00収益2022/10/31年間収益2022/01/31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Coupa Software Incorporated 25 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。34 アナリスト機関Louis Edmond LardenoisArete Research Services LLPAdam ShepherdArete Research Services LLPJamie SheltonArete Research Services LLP31 その他のアナリストを表示
Breakeven Date Change • Mar 15No longer forecast to breakevenThe 25 analysts covering Coupa Software no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$8.54m in 2025. New consensus forecast suggests the company will make a loss of US$365.0m in 2025.
Reported Earnings • Dec 12Third quarter 2023 earnings released: US$1.11 loss per share (vs US$1.23 loss in 3Q 2022)Third quarter 2023 results: US$1.11 loss per share (improved from US$1.23 loss in 3Q 2022). Revenue: US$217.3m (up 17% from 3Q 2022). Net loss: US$84.7m (loss narrowed 7.2% from 3Q 2022). Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
Board Change • Nov 16Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. Chief Customer Officer & Member of Executive Advisory Board Mark Riggs was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Sep 07Second quarter 2023 earnings released: US$0.99 loss per share (vs US$1.24 loss in 2Q 2022)Second quarter 2023 results: US$0.99 loss per share (improved from US$1.24 loss in 2Q 2022). Revenue: US$211.1m (up 18% from 2Q 2022). Net loss: US$75.3m (loss narrowed 18% from 2Q 2022). Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 07First quarter 2023 earnings released: US$1.08 loss per share (vs US$1.38 loss in 1Q 2022)First quarter 2023 results: US$1.08 loss per share (up from US$1.38 loss in 1Q 2022). Revenue: US$196.4m (up 18% from 1Q 2022). Net loss: US$81.5m (loss narrowed 19% from 1Q 2022). Over the next year, revenue is forecast to grow 17%, compared to a 26% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Buying Opportunity • May 25Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 45%. The fair value is estimated to be US$83.76, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 33% over the last 3 years. Earnings per share has declined by 60%. For the next 3 years, revenue is forecast to grow by 17% per annum. Earnings is forecast to decline by 7.6% per annum over the same time period.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. 2 highly experienced directors. Chief Customer Officer & Member of Executive Advisory Board Mark Riggs was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Mar 15Full year 2022 earnings: EPS in line with analyst expectations despite revenue beatFull year 2022 results: US$5.14 loss per share (down from US$2.63 loss in FY 2021). Revenue: US$725.3m (up 34% from FY 2021). Net loss: US$379.0m (loss widened 110% from FY 2021). Revenue exceeded analyst estimates by 1.0%. Over the next year, revenue is forecast to grow 21%, compared to a 29% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Breakeven Date Change • Mar 15No longer forecast to breakevenThe 25 analysts covering Coupa Software no longer expect the company to break even during the foreseeable future. The company was expected to make a profit of US$8.54m in 2025. New consensus forecast suggests the company will make a loss of US$365.0m in 2025.
Buying Opportunity • Jan 22Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 48%. The fair value is estimated to be US$166, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 35% per annum over the last 3 years. Earnings per share has declined by 60% per annum over the last 3 years.
Reported Earnings • Dec 07Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: US$1.23 loss per share (down from US$0.88 loss in 3Q 2021). Revenue: US$185.8m (up 40% from 3Q 2021). Net loss: US$91.2m (loss widened 50% from 3Q 2021). Revenue exceeded analyst estimates by 4.5%. Over the next year, revenue is forecast to grow 19%, compared to a 29% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has increased by 39% per year, which means it is well ahead of earnings.
Reported Earnings • Sep 08Second quarter 2022 earnings released: US$1.24 loss per share (vs US$0.64 loss in 2Q 2021)The company reported a mediocre second quarter result with increased losses and weaker control over costs, although revenues improved. Second quarter 2022 results: Revenue: US$179.2m (up 42% from 2Q 2021). Net loss: US$91.5m (loss widened 112% from 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has increased by 50% per year, which means it is well ahead of earnings.
Reported Earnings • Jun 08First quarter 2022 earnings released: US$1.38 loss per share (vs US$0.23 loss in 1Q 2021)The company reported a mediocre first quarter result with increased losses and weaker control over costs, although revenues improved. First quarter 2022 results: Revenue: US$166.9m (up 40% from 1Q 2021). Net loss: US$100.4m (loss widened US$85.5m from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has increased by 57% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 18Full year 2021 earnings released: US$2.63 loss per share (vs US$1.45 loss in FY 2020)The company reported a mediocre full year result with increased losses and weaker control over costs, although revenues improved. Full year 2021 results: Revenue: US$541.6m (up 39% from FY 2020). Net loss: US$180.1m (loss widened 98% from FY 2020). Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has increased by 75% per year, which means it is well ahead of earnings.
Executive Departure • Feb 03Chief Revenue Officer has left the companyOn the 1st of February, Steven Winter's tenure as Chief Revenue Officer ended after 4.4 years in the role. As of September 2020, Steven personally held 7.95k shares (US$2.0m worth at the time). Steven is the only executive to leave the company over the last 12 months.
Recent Insider Transactions • Jan 01Insider recently bought US$36k worth of stockOn the 23rd of December, Michelle Brennan bought around 100 shares on-market at roughly US$359 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold US$87k more in shares than they bought in the last 12 months.
Reported Earnings • Dec 09Third quarter 2021 earnings released: US$0.88 loss per shareThe company reported a mediocre third quarter result with increased losses and weaker control over expenses, although revenues were improved. Third quarter 2021 results: Revenue: US$133.0m (up 31% from 3Q 2020). Net loss: US$60.8m (loss widened 131% from 3Q 2020).
Analyst Estimate Surprise Post Earnings • Dec 09Revenue beats expectationsRevenue exceeded analyst estimates by 7.2%. Over the next year, revenue is forecast to grow 29%, compared to a 32% growth forecast for the Software industry in the United Kingdom.