Simulations Plus, Inc.

NasdaqGS:SLP 株式レポート

時価総額:US$292.4m

Simulations Plus マネジメント

マネジメント 基準チェック /34

現在、CEO に関する十分な情報がありません。

主要情報

Shawn O'Connor

最高経営責任者

US$1.1m

報酬総額

CEO給与比率47.85%
CEO在任期間1.3yrs
CEOの所有権n/a
経営陣の平均在職期間1.3yrs
取締役会の平均在任期間5.2yrs

経営陣の近況

Recent updates

ナラティブの更新 Apr 29

SLP: AI Regulatory Collaborations And Modest Growth Outlook Will Shape Balanced Future

Analysts have maintained their $16.00 price target for Simulations Plus, noting that slightly adjusted assumptions for discount rate, revenue growth, profit margin, and future P/E broadly offset one another in their updated models. What's in the News Announced a funded research collaboration with Lonza Group and the U.S. Food and Drug Administration (FDA) to develop a mechanistic framework for predicting in vivo performance of amorphous solid dispersion drug products, with the aim of supporting model informed drug development and potentially reducing reliance on some clinical bioequivalence studies (Key Developments).
Seeking Alpha Apr 12

Simulations Plus: Down Substantially, Not An Automatic Buy

Summary Simulations Plus trades at decade lows as investors question growth and AI disruption risks. SLP's Q2 sales grew 8% to $24.3M, but the full-year revenue outlook is flat to up 4%, with earnings guidance down. Valuation has compressed to 2.5x sales and ~20x realistic earnings, supported by a $42M net cash position. Despite improved margins and lower multiples, lack of growth and AI uncertainty keep me cautious on Simulations Plus. Read the full article on Seeking Alpha
ナラティブの更新 Apr 12

SLP: AI Collaborations With Pharma And Regulators Will Drive Long-Term Upside

Analysts have reduced their price target for Simulations Plus from $20 to $16, citing updated assumptions that combine lower revenue growth expectations with a higher projected profit margin and a meaningfully lower future P/E multiple. What's in the News Simulations Plus announced collaboration programs with three large pharmaceutical companies to apply artificial intelligence within modeling workflows across the drug development lifecycle, using platforms such as GastroPlus, MonolixSuite, ADMET Predictor, and Thales (Key Developments).
分析記事 Feb 08

Simulations Plus, Inc.'s (NASDAQ:SLP) 26% Share Price Plunge Could Signal Some Risk

Simulations Plus, Inc. ( NASDAQ:SLP ) shareholders won't be pleased to see that the share price has had a very rough...
分析記事 Feb 06

Is There An Opportunity With Simulations Plus, Inc.'s (NASDAQ:SLP) 38% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Simulations Plus fair value estimate is US$22.72 Simulations...
ナラティブの更新 Jan 07

SLP: Reaffirmed Guidance And AI Roadmap Will Support Further Upside

Analysts have trimmed their price target on Simulations Plus to about US$22.33 per share, reflecting a slightly higher discount rate and P/E assumptions that point to a more cautious stance on profitability. What's in the News Simulations Plus plans an Analyst and Investor Day focused on presenting its new product vision and AI solutions, highlighting where management is aiming future product development (Key Developments).
ナラティブの更新 Dec 14

SLP: Reinforced Revenue Outlook Will Drive Upside From Current Levels

Analysts have modestly reduced their price target on Simulations Plus to approximately 22.33 dollars from 23 dollars. This reflects a recalibration of valuation multiples, even as they acknowledge stronger revenue growth and a significantly improved profit margin outlook.
ナラティブの更新 Nov 29

SLP: Revenue Guidance Will Support Renewed Upside Despite Index Exclusions

Analysts have maintained their price target for Simulations Plus at $23.00. They cited stable assumptions for revenue growth, profit margins, and valuation multiples in their latest assessment.
ナラティブの更新 Nov 15

SLP: Revenue Forecasts Will Drive Potential Gains Despite Index Removals

Analysts have modestly adjusted their price target for Simulations Plus from $23.00 to $23.00. They cite subtle changes in assumptions around discount rate and profit margins, while maintaining steady core growth expectations.
ナラティブの更新 Nov 01

SLP: Upcoming Earnings Guidance And Index Changes Will Drive Renewed Optimism

Analysts have adjusted their price target for Simulations Plus to $23.00. This reflects slight updates in their financial forecasts and expectations for future growth and profitability.
分析記事 Oct 28

Simulations Plus, Inc. (NASDAQ:SLP) Shares Could Be 44% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Simulations Plus fair value estimate is US$32.42 Simulations...
ナラティブの更新 Oct 18

Software Licensing Expansion And Integrated Services Will Ensure Future Success

Analysts have maintained the fair value estimate for Simulations Plus at $23.00. This reflects stable long-term growth expectations, even with only slight adjustments to underlying assumptions.
ナラティブの更新 Oct 03

Software Licensing Expansion And Integrated Services Will Ensure Future Success

Analysts have revised their price target for Simulations Plus downward from $25.33 to $23.00, citing lower projected revenue growth and profit margins as key factors in their updated outlook. What's in the News Simulations Plus was removed from the S&P Composite 1500, S&P 1000, S&P 600, and S&P 600 Health Care indices (Key Developments).
分析記事 Jul 31

Some Simulations Plus, Inc. (NASDAQ:SLP) Shareholders Look For Exit As Shares Take 25% Pounding

Unfortunately for some shareholders, the Simulations Plus, Inc. ( NASDAQ:SLP ) share price has dived 25% in the last...
分析記事 Jun 13

Simulations Plus, Inc.'s (NASDAQ:SLP) Stock Retreats 36% But Earnings Haven't Escaped The Attention Of Investors

Simulations Plus, Inc. ( NASDAQ:SLP ) shares have had a horrible month, losing 36% after a relatively good period...
分析記事 May 07

Are Investors Undervaluing Simulations Plus, Inc. (NASDAQ:SLP) By 28%?

Key Insights The projected fair value for Simulations Plus is US$40.15 based on 2 Stage Free Cash Flow to Equity...
Seeking Alpha Apr 16

Simulations Plus: Benefiting From FDA Modernization And AI

Summary Simulations Plus, Inc. offers AI-based software tools for drug discovery and optimization, significantly reducing R&D time and costs for pharmaceutical research. SLP's diverse software portfolio, including GastroPlus and ADMET Predictor, and consulting services position it as a comprehensive partner in biotech development. Favorable regulatory changes by the FDA towards AI and non-animal testing methods boost SLP's market potential, despite its current high valuation. SLP's long-term outlook remains strong due to its innovative approach and the growing adoption of AI in drug testing, making it a "Buy" for long-term investors. Read the full article on Seeking Alpha
分析記事 Apr 13

Simulations Plus, Inc.'s (NASDAQ:SLP) 25% Jump Shows Its Popularity With Investors

Simulations Plus, Inc. ( NASDAQ:SLP ) shareholders would be excited to see that the share price has had a great month...
分析記事 Feb 08

Why Investors Shouldn't Be Surprised By Simulations Plus, Inc.'s (NASDAQ:SLP) 29% Share Price Surge

Simulations Plus, Inc. ( NASDAQ:SLP ) shareholders would be excited to see that the share price has had a great month...
分析記事 Jan 08

Capital Allocation Trends At Simulations Plus (NASDAQ:SLP) Aren't Ideal

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
分析記事 Nov 07

We Think Simulations Plus' (NASDAQ:SLP) Healthy Earnings Might Be Conservative

Despite posting healthy earnings, Simulations Plus, Inc.'s ( NASDAQ:SLP ) stock has been quite weak. Along with the...
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新しいナラティブ Oct 27

Biosimulation Innovations And Tactical Acquisitions To Boost Drug Development Growth

Integration and expansion into new markets drive revenue growth and improved profitability through increased efficiencies and enhanced offerings.
Seeking Alpha Aug 22

Simulations Plus: Declining Margins Are A Problem

Summary Simulations Plus growth is steady, but its margins continue to decline. This has been problematic due to the company's high valuation. Simulations Plus has suggested that the demand environment is improving, but its guidance implies a meaningful deceleration in organic growth. Simulations Plus likely needs to maintain its growth rate while improving margins before its share price moves higher. The decision to cut the company's dividend suggests that an improvement in margins and cash flows could be some way off. Read the full article on Seeking Alpha
Seeking Alpha Jul 10

Simulations Plus: Steady Growth, But What About The Margins?

Summary Simulations Plus, Inc. has seen stagnant stock trading despite impressive growth in the biosimulation market. Recent margin pressure and M&A activity raise concerns about management's ability to deliver. Acquisition of Pro-ficiency Holdings doubles the addressable market, but uncertainty remains about growth and margins amidst a demanding valuation. Read the full article on Seeking Alpha
Seeking Alpha May 14

Simulations Plus: Reliance On Consulting And Acquisitions Creates Doubts

Summary Simulations Plus is benefiting from the growing use of computational tools in drug discovery, which would be boosted by the FDA Modernization Act 2.0. The biosimulation market is highly fragmented and underpenetrated, providing SLP with both organic and inorganic growth opportunities. While the company is operating in an attractive market and has a strong business, the company's valuation and growth prospects make the stock unappealing. Read the full article on Seeking Alpha

CEO報酬分析

Simulations Plus の収益と比較して、Shawn O'Connor の報酬はどのように変化したか?
日付総報酬給与会社業績
Feb 28 2026n/an/a

-US$63m

Nov 30 2025n/an/a

-US$64m

Aug 31 2025US$1mUS$525k

-US$65m

May 31 2025n/an/a

-US$63m

Feb 28 2025n/an/a

US$7m

Nov 30 2024n/an/a

US$8m

Aug 31 2024US$2mUS$512k

US$10m

May 31 2024n/an/a

US$10m

Feb 29 2024n/an/a

US$11m

Nov 30 2023n/an/a

US$11m

Aug 31 2023US$2mUS$487k

US$10m

May 31 2023n/an/a

US$10m

Feb 28 2023n/an/a

US$10m

Nov 30 2022n/an/a

US$11m

Aug 31 2022US$1mUS$450k

US$12m

May 31 2022n/an/a

US$12m

Feb 28 2022n/an/a

US$12m

Nov 30 2021n/an/a

US$10m

Aug 31 2021US$1mUS$444k

US$10m

May 31 2021n/an/a

US$12m

Feb 28 2021n/an/a

US$11m

Nov 30 2020n/an/a

US$10m

Aug 31 2020US$739kUS$350k

US$9m

May 31 2020n/an/a

US$9m

Feb 29 2020n/an/a

US$9m

Nov 30 2019n/an/a

US$9m

Aug 31 2019US$425kUS$325k

US$9m

報酬と市場: Shawnの 総報酬 ($USD 1.10M ) は、 US市場 ($USD 1.72M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Shawnの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Shawn O'Connor (65 yo)

1.3yrs
在職期間
US$1,096,572
報酬

Mr. Shawn M. O'Connor serves as Chief Executive Officer of Simulations Plus, Inc. since 2025 and had been Chief Executive Officer since June 26, 2018 until 2025. Mr. O'Connor joined Simulations Plus, Inc....


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Shawn O'Connor
Chief Executive Officer1.3yrsUS$1.10mデータなし
William Frederick
CFO, Executive VP & Corporate Secretary5.4yrsUS$534.65k0.010%
$ 30.4k
Josh Fohey
Chief Operating Officer1yrUS$358.27kデータなし
John DiBella
Chief Revenue Officer1yrUS$488.97k0.44%
$ 1.3m
Jill Fiedler-Kelly
President of Services Solutionsno dataUS$465.08k0.39%
$ 1.1m
Steven Chang
Global Head of Strategic Alliances1yrUS$482.28k0%
$ 0
Jennifer Presnell
Accounting Managerno dataデータなしデータなし
Viera Lukacova
Chief Science Officer5.7yrsデータなしデータなし
Bud Nelson
VP of Corporate Counsel & Personal Data Protection Officerno dataデータなしデータなし
Christina Hendrickson
Senior Director of Corporate Marketingno dataデータなしデータなし
Lindsay Luke
Vice President of Human Resources4.3yrsデータなしデータなし
Scott Siler
Chief Science Officer of Quantitative Systems Pharmacology1.3yrsデータなしデータなし
1.3yrs
平均在職期間
55yo
平均年齢

経験豊富な経営陣: SLPの経営陣は 経験豊富 とはみなされません ( 1.3年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Walter Woltosz
Director29.9yrsUS$155.27k16.17%
$ 47.3m
Daniel Weiner
Independent Chairman of the Board9yrsUS$193.52k0.082%
$ 239.4k
Ravindra Mehta
Member of Scientific Advisory Board5.2yrsデータなしデータなし
Paul Watkins
Chairman of Scientific Advisory Board5.2yrsデータなしデータなし
John Paglia
Independent Director11.4yrsUS$180.02k0.072%
$ 211.1k
Frank Sistare
Member of Scientific Advisory Board5.2yrsデータなしデータなし
Lauren Aleksunes
Member of Scientific Advisory Board5.2yrsデータなしデータなし
K. Hallow
Member of Scientific Advisory Board5.2yrsデータなしデータなし
Sharlene Evans
Independent Director4.4yrsUS$175.52k0.085%
$ 248.5k
5.2yrs
平均在職期間
67.5yo
平均年齢

経験豊富なボード: SLPの 取締役会経験豊富 であると考えられます ( 5.2年の平均在任期間)。


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2026/05/21 07:11
終値2026/05/21 00:00
収益2026/02/28
年間収益2025/08/31

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
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

Simulations Plus, Inc. 7 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。11

アナリスト機関
David LarsenBTIG
Dane LeoneCGS International
Constantine DavidesCitizens JMP Securities, LLC