View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsZendesk 将来の成長Future 基準チェック /26主要情報37.9%収益成長率46.02%EPS成長率Software 収益成長15.1%収益成長率17.0%将来の株主資本利益率33.45%アナリストカバレッジGood最終更新日n/a今後の成長に関する最新情報Breakeven Date Change • Jan 01Forecast to breakeven in 2024The 16 analysts covering Zendesk expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$5.00m in 2024. Average annual earnings growth of 38% is required to achieve expected profit on schedule.Breakeven Date Change • Jun 27Forecast to breakeven in 2024The 21 analysts covering Zendesk expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$30.0m in 2024. Average annual earnings growth of 40% is required to achieve expected profit on schedule.すべての更新を表示Recent updatesReported Earnings • Oct 28Third quarter 2022 earnings released: US$0.48 loss per share (vs US$0.45 loss in 3Q 2021)Third quarter 2022 results: US$0.48 loss per share (further deteriorated from US$0.45 loss in 3Q 2021). Revenue: US$416.9m (up 20% from 3Q 2021). Net loss: US$59.1m (loss widened 8.6% from 3Q 2021). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Recent Insider Transactions • Aug 06Founder recently sold US$7.7m worth of stockOn the 2nd of August, Mikkel Svane sold around 102k shares on-market at roughly US$75.28 per share. This was the largest sale by an insider in the last 3 months. This was Mikkel's only on-market trade for the last 12 months.Reported Earnings • Jul 29Second quarter 2022 earnings released: US$0.77 loss per share (vs US$0.49 loss in 2Q 2021)Second quarter 2022 results: US$0.77 loss per share (down from US$0.49 loss in 2Q 2021). Revenue: US$407.2m (up 28% from 2Q 2021). Net loss: US$95.1m (loss widened 63% from 2Q 2021). Over the next year, revenue is forecast to grow 24%, compared to a 22% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Buying Opportunity • Jun 16Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 52%. The fair value is estimated to be US$72.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 56% in 2 years. Earnings is forecast to grow by 26% in the next 2 years.Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: US$1.87 loss per share (up from US$1.89 loss in FY 2020). Revenue: US$1.34b (up 30% from FY 2020). Net loss: US$223.6m (loss widened 2.5% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 26%, compared to a 29% growth forecast for the industry in the United Kingdom.Breakeven Date Change • Jan 01Forecast to breakeven in 2024The 16 analysts covering Zendesk expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$5.00m in 2024. Average annual earnings growth of 38% is required to achieve expected profit on schedule.Reported Earnings • Oct 29Third quarter 2021 earnings released: US$0.45 loss per share (vs US$0.35 loss in 3Q 2020)The company reported a mediocre third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: US$347.0m (up 33% from 3Q 2020). Net loss: US$54.4m (loss widened 34% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Reported Earnings • Jul 30Second quarter 2021 earnings released: US$0.49 loss per share (vs US$0.56 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$318.2m (up 29% from 2Q 2020). Net loss: US$58.4m (loss narrowed 9.7% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.Breakeven Date Change • Jun 27Forecast to breakeven in 2024The 21 analysts covering Zendesk expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$30.0m in 2024. Average annual earnings growth of 40% is required to achieve expected profit on schedule.Recent Insider Transactions • Jun 18Chief Operating Officer recently sold US$422k worth of stockOn the 14th of June, Jeffrey Titterton sold around 3k shares on-market at roughly US$141 per share. This was the largest sale by an insider in the last 3 months. Jeffrey has been a seller over the last 12 months, reducing personal holdings by US$703k.Executive Departure • May 06CFO & Principal Accounting Officer has left the companyOn the 5th of May, Elena Gomez's tenure as CFO & Principal Accounting Officer ended after 5.0 years in the role. As of December 2020, Elena personally held 11.18k shares (US$1.6m worth at the time). A total of 3 executives have left over the last 12 months.Reported Earnings • May 01First quarter 2021 earnings released: US$0.41 loss per share (vs US$0.38 loss in 1Q 2020)The company reported a solid first quarter result with improved revenues and control over costs, although losses increased. First quarter 2021 results: Revenue: US$298.0m (up 26% from 1Q 2020). Net loss: US$49.0m (loss widened 14% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.Reported Earnings • Feb 06Full year 2020 earnings released: US$1.89 loss per share (vs US$1.53 loss in FY 2019)The company reported a soft full year result with increased losses and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: US$1.03b (up 26% from FY 2019). Net loss: US$218.2m (loss widened 29% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 60% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 06Revenue beats expectationsRevenue exceeded analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 26%, compared to a 7.0% growth forecast for the Software industry in the United Kingdom.業績と収益の成長予測LSE:0M3F - 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12/31/20242,325-143334394712/31/20231,993-2202232791512/31/20221,653-27213016589/30/20221,588-28395126N/A6/30/20221,518-278135170N/A3/31/20221,429-242115147N/A12/31/20211,339-224141170N/A9/30/20211,247-232151181N/A6/30/20211,162-218110140N/A3/31/20211,090-2243063N/A12/31/20201,030-218-1226N/A9/30/2020976-184-3412N/A6/30/2020924-178-53-1N/A3/31/2020872-1681868N/A12/31/2019816-1704289N/A9/30/2019759-1674080N/A6/30/2019703-1674076N/A3/31/2019650-1463881N/A12/31/2018599-1313679N/A9/30/2018548-1233573N/A6/30/2018506-1142965N/A3/31/2018466-1062551N/A12/31/2017430-1021842N/A9/30/2017397-1021745N/A6/30/2017365-102938N/A3/31/2017337-102-227N/A12/31/2016313-98-225N/A9/30/2016286-104-1214N/A6/30/2016261-97N/A15N/A3/31/2016235-92N/A15N/A12/31/2015209-84N/A5N/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: 0M3F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: 0M3F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: 0M3F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: 0M3Fの収益 ( 17% ) 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: 0M3Fの収益 ( 17% ) 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: 0M3Fの 自己資本利益率 は、3年後には高くなると予測されています ( 33.4 %)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2022/11/22 03:23終値2022/11/21 00:00収益2022/09/30年間収益2021/12/31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Zendesk, Inc. 15 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。29 アナリスト機関Ryan MacWilliamsBarclaysBradley SillsBofA Global ResearchRichard DavisCanaccord Genuity26 その他のアナリストを表示
Breakeven Date Change • Jan 01Forecast to breakeven in 2024The 16 analysts covering Zendesk expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$5.00m in 2024. Average annual earnings growth of 38% is required to achieve expected profit on schedule.
Breakeven Date Change • Jun 27Forecast to breakeven in 2024The 21 analysts covering Zendesk expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$30.0m in 2024. Average annual earnings growth of 40% is required to achieve expected profit on schedule.
Reported Earnings • Oct 28Third quarter 2022 earnings released: US$0.48 loss per share (vs US$0.45 loss in 3Q 2021)Third quarter 2022 results: US$0.48 loss per share (further deteriorated from US$0.45 loss in 3Q 2021). Revenue: US$416.9m (up 20% from 3Q 2021). Net loss: US$59.1m (loss widened 8.6% from 3Q 2021). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Aug 06Founder recently sold US$7.7m worth of stockOn the 2nd of August, Mikkel Svane sold around 102k shares on-market at roughly US$75.28 per share. This was the largest sale by an insider in the last 3 months. This was Mikkel's only on-market trade for the last 12 months.
Reported Earnings • Jul 29Second quarter 2022 earnings released: US$0.77 loss per share (vs US$0.49 loss in 2Q 2021)Second quarter 2022 results: US$0.77 loss per share (down from US$0.49 loss in 2Q 2021). Revenue: US$407.2m (up 28% from 2Q 2021). Net loss: US$95.1m (loss widened 63% from 2Q 2021). Over the next year, revenue is forecast to grow 24%, compared to a 22% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Buying Opportunity • Jun 16Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 52%. The fair value is estimated to be US$72.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 56% in 2 years. Earnings is forecast to grow by 26% in the next 2 years.
Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: US$1.87 loss per share (up from US$1.89 loss in FY 2020). Revenue: US$1.34b (up 30% from FY 2020). Net loss: US$223.6m (loss widened 2.5% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 26%, compared to a 29% growth forecast for the industry in the United Kingdom.
Breakeven Date Change • Jan 01Forecast to breakeven in 2024The 16 analysts covering Zendesk expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$5.00m in 2024. Average annual earnings growth of 38% is required to achieve expected profit on schedule.
Reported Earnings • Oct 29Third quarter 2021 earnings released: US$0.45 loss per share (vs US$0.35 loss in 3Q 2020)The company reported a mediocre third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: US$347.0m (up 33% from 3Q 2020). Net loss: US$54.4m (loss widened 34% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Reported Earnings • Jul 30Second quarter 2021 earnings released: US$0.49 loss per share (vs US$0.56 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$318.2m (up 29% from 2Q 2020). Net loss: US$58.4m (loss narrowed 9.7% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
Breakeven Date Change • Jun 27Forecast to breakeven in 2024The 21 analysts covering Zendesk expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$30.0m in 2024. Average annual earnings growth of 40% is required to achieve expected profit on schedule.
Recent Insider Transactions • Jun 18Chief Operating Officer recently sold US$422k worth of stockOn the 14th of June, Jeffrey Titterton sold around 3k shares on-market at roughly US$141 per share. This was the largest sale by an insider in the last 3 months. Jeffrey has been a seller over the last 12 months, reducing personal holdings by US$703k.
Executive Departure • May 06CFO & Principal Accounting Officer has left the companyOn the 5th of May, Elena Gomez's tenure as CFO & Principal Accounting Officer ended after 5.0 years in the role. As of December 2020, Elena personally held 11.18k shares (US$1.6m worth at the time). A total of 3 executives have left over the last 12 months.
Reported Earnings • May 01First quarter 2021 earnings released: US$0.41 loss per share (vs US$0.38 loss in 1Q 2020)The company reported a solid first quarter result with improved revenues and control over costs, although losses increased. First quarter 2021 results: Revenue: US$298.0m (up 26% from 1Q 2020). Net loss: US$49.0m (loss widened 14% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 06Full year 2020 earnings released: US$1.89 loss per share (vs US$1.53 loss in FY 2019)The company reported a soft full year result with increased losses and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: US$1.03b (up 26% from FY 2019). Net loss: US$218.2m (loss widened 29% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 60% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 06Revenue beats expectationsRevenue exceeded analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 26%, compared to a 7.0% growth forecast for the Software industry in the United Kingdom.