Snap One Holdings Corp.

NasdaqGS:SNPO 株式レポート

時価総額：US$823.8m

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Snap One Holdings 過去の業績

過去 基準チェック /06

Snap One Holdingsは6.2%の年平均成長率で業績を伸ばしているが、Consumer Durables業界はgrowingで1.2%毎年増加している。売上は成長しており、年平均5.4%の割合である。

主要情報

6.16%

収益成長率

14.92%

EPS成長率

Consumer Durables 業界の成長24.52%
収益成長率5.36%
株主資本利益率-4.03%
ネット・マージン-2.82%
前回の決算情報29 Mar 2024

最近の業績更新

Recent updates

Seeking Alpha • May 05

Snap One: Shares Now Worth At Least $10.75 A Share Post Acquisition Announcement

Summary Snap One Holdings Corp. shares are expected to continue trading at the buyout price of $10.75 per share. Forward-looking earnings revisions for Snap One remain bullish, with expected bottom-line growth surpassing 16% for fiscal 2024. Snap One's value continues to be grow through ongoing product launches, improved omnichannel presence, and strong relationships with integrators. Read the full article on Seeking Alpha
分析記事 • Apr 05

Investors Appear Satisfied With Snap One Holdings Corp.'s (NASDAQ:SNPO) Prospects As Shares Rocket 26%

Snap One Holdings Corp. ( NASDAQ:SNPO ) shares have had a really impressive month, gaining 26% after a shaky period...
分析記事 • Apr 02

Snap One Holdings (NASDAQ:SNPO) Is Doing The Right Things To Multiply Its Share Price

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
分析記事 • Feb 05

These 4 Measures Indicate That Snap One Holdings (NASDAQ:SNPO) Is Using Debt Extensively

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • Dec 22

Revenues Tell The Story For Snap One Holdings Corp. (NASDAQ:SNPO) As Its Stock Soars 26%

Snap One Holdings Corp. ( NASDAQ:SNPO ) shares have had a really impressive month, gaining 26% after a shaky period...
分析記事 • Dec 15

Is Now The Time To Look At Buying Snap One Holdings Corp. (NASDAQ:SNPO)?

Snap One Holdings Corp. ( NASDAQ:SNPO ), is not the largest company out there, but it received a lot of attention from...
分析記事 • Oct 24

We Like These Underlying Return On Capital Trends At Snap One Holdings (NASDAQ:SNPO)

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...
分析記事 • Sep 13

Market Cool On Snap One Holdings Corp.'s (NASDAQ:SNPO) Revenues

With a median price-to-sales (or "P/S") ratio of close to 0.6x in the Consumer Durables industry in the United States...
分析記事 • May 20

Snap One Holdings (NASDAQ:SNPO) Might Have The Makings Of A Multi-Bagger

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Ideally, a business will...
分析記事 • Feb 06

Estimating The Intrinsic Value Of Snap One Holdings Corp. (NASDAQ:SNPO)

Does the February share price for Snap One Holdings Corp. ( NASDAQ:SNPO ) reflect what it's really worth? Today, we...
分析記事 • Jan 15

Snap One Holdings (NASDAQ:SNPO) Is Doing The Right Things To Multiply Its Share Price

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Aug 31

Snap One Holdings' (NASDAQ:SNPO) Returns On Capital Are Heading Higher

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Seeking Alpha • Aug 24

Snap One Holdings Grows But Stock May Be Fully Valued

Summary Snap One Holdings went public in July 2021, raising approximately $249 million in a U.S. IPO. The firm provides hardware and software to smart home systems integrators in the U.S. SNPO has grown revenue and produces operating profit but faces an uncertain macro environment, inflationary pressures and the stock may be fully valued. I'm Neutral on SNPO until we gain more visibility on various factors affecting its outlook. A Quick Take On Snap One Holdings Snap One Holdings (SNPO) went public in July 2021, raising approximately $249 million in gross proceeds from an IPO that was priced at $18.00 per share. The firm provides a range of smart home products, software and services to professional integration companies. We're in a period where it is difficult to ascertain which direction the economy will take as well as whether the recent cost of capital rises will taper off. Until we have greater clarity on these issues, my outlook on SNPO is on Hold for now. Snap One Holdings Overview Draper, Utah-based Snap One was founded to develop a large network of system integrators who sell and install home technology and smart living offerings. Management is headed by Chief Executive Officer, John Heyman, who has been with the firm since January 2015 and was previously CEO of Radiant Systems, a technology provider to hospitality and retail companies. The company has over 2,800 proprietary SKUs and a curated set of third-party products, such as: Home entertainment Audio systems Home security Smart lighting Networking products Control solutions The firm seeks relationships with systems resellers, integrators and end consumers for certain products. The company also offers a subscription service to consumers that enables them to control and monitor their homes remotely. Snap One's Market & Competition According to a 2021 market research report by Mordor Intelligence, the global smart home market was valued at an estimated $79 billion in 2020 and is expected to grow to $314 billion by 2026. This represents a forecast CAGR of 25.3% from 2021 to 2026. The main drivers for this expected growth are an increasing interoperability between products and systems and a growing use of the home for multiple purposes by consumers. Also, a continued drop in the price of Internet of Things products will incentivize users to purchase a greater variety of products over time. Major competitive or other industry participants include: Alarm.com Google Amazon Apple Crestron Logitech Savant Sonos Ubiquiti Others Snap One's Recent Financial Performance Total revenue by quarter has grown over the past five quarters, as the chart shows here: 5 Quarter Total Revenue (Seeking Alpha) Gross profit by quarter has recently started growing again: 5 Quarter Gross Profit (Seeking Alpha) Selling, G&A expenses as a percentage of total revenue by quarter have varied as follows: 5 Quarter SG&A % Of Revenue (Seeking Alpha) Operating income by quarter has been positive in four of the past five quarters: 5 Quarter Operating Income (Seeking Alpha) Earnings per share (Diluted) have remained negative in recent reporting periods: 5 Quarter Earnings Per Share (Seeking Alpha) (All data in above charts is GAAP) In the past 12 months, SNPO's stock price has dropped 40.8% vs. the U.S. S&P 500 Index's drop of around 7.4%, as the chart below indicates: 52 Week Stock Price (Seeking Alpha) Valuation And Other Metrics For Snap One Holdings Below is a table of relevant capitalization and valuation figures for the company: Measure ((TTM)) Amount Enterprise Value/Sales 1.27 Revenue Growth Rate 19.7% Net Income Margin -3.0% GAAP EBITDA % 6.8% Market Capitalization $894,320,000 Enterprise Value $1,400,000 Operating Cash Flow -$45,350,000 Earnings Per Share (Fully Diluted) -$0.47 (Source - Seeking Alpha) Below is an estimated DCF (Discounted Cash Flow) analysis of the firm's projected growth and earnings: SNPO DCF (GuruFocus) Assuming generous DCF parameters, the firm's shares would be valued at approximately $11.86 versus the current price of $11.79, indicating they are potentially currently fully valued, with the given earnings, growth and discount rate assumptions of the DCF. Commentary On Snap One Holdings In its last earnings call (Source - Seeking Alpha), covering Q2 2022's results, management highlighted its network of approximately 20,000 integrators for distribution of its products and proprietary software to residential and commercial customers. However, the company has seen the negative impacts of supply chain disruption and inflation on its inventory and cost structure, although the company was able to pass through a price increase in June. Management has expanded its efforts in adjacent growth markets such as commercial and security and continues to grow its omnichannel coverage by investing in its local branch network, which reached 32 locations at the end of the quarter.
分析記事 • Mar 24

Snap One Holdings Corp. (NASDAQ:SNPO) Annual Results Just Came Out: Here's What Analysts Are Forecasting For This Year

It's been a mediocre week for Snap One Holdings Corp. ( NASDAQ:SNPO ) shareholders, with the stock dropping 10% to...
分析記事 • Nov 23

Estimating The Intrinsic Value Of Snap One Holdings Corp. (NASDAQ:SNPO)

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Snap One Holdings...
Seeking Alpha • Aug 01

Snap One: Smarter Homes, Smarter Investment?

Snap One has gone public in an offering which was not well received by the market, after pricing was quite soft already. The company is well positioned and plays a consolidating role in distributing and developing smarter home technological products. The potential is there, but there are some execution and competitive risks as well. Following a lackluster public offering, valuation multiples are still quite reasonable, as I look forward to learning more about the numbers in the quarters to come.

収支内訳

Snap One Holdings 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

NasdaqGS:SNPO 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
29 Mar 241,055-303540
29 Dec 231,061-213570
29 Sep 231,065-203550
30 Jun 231,076-203600
31 Mar 231,098-213610
30 Dec 221,124-93540
30 Sep 221,129-123560
01 Jul 221,109-333620
01 Apr 221,065-333450
31 Dec 211,008-363340
24 Sep 21961-333200
25 Jun 21926-102930
26 Mar 21862-122740
25 Dec 20814-252660
27 Dec 19591-341980

質の高い収益: SNPOは現在利益が出ていません。

利益率の向上: SNPOは現在利益が出ていません。

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: SNPOは利益を出していないが、過去 5 年間で年間6.2%の割合で損失を削減してきた。

成長の加速: SNPOの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: SNPOは利益が出ていないため、過去 1 年間の収益成長をConsumer Durables業界 ( -16.4% ) と比較することは困難です。

株主資本利益率

高いROE: SNPOは現在利益が出ていないため、自己資本利益率 ( -4.03% ) はマイナスです。

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

7D

1Y

7D

1Y

7D

1Y

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2024/06/17 23:27
終値2024/06/17 00:00
収益2024/03/29
年間収益2023/12/29

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
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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。

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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

Snap One Holdings Corp. 6 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。7

アナリスト機関
Ketan MamtoraBMO Capital Markets Equity Research
Brian RuttenburImperial Capital
Stephen VolkmannJefferies LLC