View ValuationThis company has been acquiredThe company may no longer be operating, as it has been acquired. Find out why through their latest events.See Latest EventsSciPlay 将来の成長Future 基準チェック /16SciPlay利益と収益がそれぞれ年間8.7%と4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10% 11.5%なると予測されています。主要情報8.7%収益成長率11.48%EPS成長率Entertainment 収益成長21.2%収益成長率4.0%将来の株主資本利益率9.97%アナリストカバレッジGood最終更新日23 Oct 2023今後の成長に関する最新情報Price Target Changed • Aug 22Price target increased by 7.2% to US$22.11Up from US$20.63, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$22.68. The company is forecast to post earnings per share of US$1.01 for next year compared to US$0.94 last year.Price Target Changed • Jul 12Price target increased by 7.9% to US$20.50Up from US$19.00, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$19.95. The company is forecast to post earnings per share of US$1.06 for next year compared to US$0.94 last year.Price Target Changed • Jan 19Price target increased to US$16.32Up from US$15.18, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of US$16.26. Stock is up 34% over the past year. The company is forecast to post earnings per share of US$0.96 for next year compared to US$0.80 last year.Major Estimate Revision • May 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from US$1.04 to US$0.91 per share. Revenue forecast steady at US$667.6m. Net income forecast to grow 30% next year vs 2.3% decline forecast for Entertainment industry in the US. Consensus price target broadly unchanged at US$16.15. Share price rose 12% to US$13.17 over the past week.Price Target Changed • Jul 17Price target decreased to US$18.88Down from US$20.47, the current price target is an average from 10 analysts. New target price is 12% above last closing price of US$16.89.Price Target Changed • Mar 03Price target raised to US$20.34Up from US$18.76, the current price target is an average from 12 analysts. The new target price is 13% above the current share price of US$18.02. As of last close, the stock is up 97% over the past year.すべての更新を表示Recent updatesお知らせ • Nov 03SciPlay Corporation Files Form 15SciPlay Corporation has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its Class A Common Stock under the Securities Exchange Act of 1934, as amended. The par value of the company's Class A Common Stock was $0.001 per share.お知らせ • Oct 25SciPlay Corporation Announces Board ChangesSciPlay Corporation announced that on October 23, 2023 in connection with the consummation of the Merger and the other transactions contemplated by the Merger Agreement, the directors of the company ceased to be directors of the Company and James Sottile, a director of Merger Sub immediately prior to the consummation of the Merger, became the sole director of the Company.お知らせ • Oct 24Light & Wonder, Inc. (NasdaqGS:LNW) completed the acquisition of the remaining 17% stake of SciPlay Corporation (NasdaqGS:SCPL).Light & Wonder, Inc. (NasdaqGS:LNW) submitted a proposal to acquire the remaining 17% stake of SciPlay Corporation (NasdaqGS:SCPL) for approximately $110 million on May 18, 2023. Light & Wonder, Inc. (NasdaqGS:LNW) entered into a definitive agreement to acquire remaining 17% stake of SciPlay Corporation (NasdaqGS:SCPL) on August 8, 2023. As part of the consideration, SciPlay shareholders will receive $20 in cash for each share of SciPlay Class A common stock. As part of the definitive agreement, Light & Wonder, Inc. will acquire SciPlay for $22.95 per share in an all-cash transaction. Upon the close of the transaction, SciPlay would become a wholly-owned subsidiary of Light & Wonder. The companies expect the transaction to close during the fourth quarter of 2023, subject to customary closing conditions. The transaction has been approved by the written consent of the holders of the requisite number of shares of common stock of SciPlay, such that no additional stockholder approval is required. The Transaction has been approved by the Board of Directors of Light & Wonder. Macquarie Capital acted as financial advisor and fairness opinion provider and Robert I. Townsend III, J. Leonard Teti II, Matthew J. Bobby, Arian Mossanenzadeh and William D. Podurgiel of Cravath, Swaine & Moore acted as legal advisors to Light & Wonder, Inc. Lazard Freres & Co. LLC acted as financial advisor and fairness opinion provider to the special committee; and Sullivan & Cromwell LLP acted as legal counsel to SciPlay Corporation. Stuart Rogers of Alston & Bird represented Macquarie Capital (USA) Inc.as financial advisor. Light & Wonder agreed to pay Macquarie Capital a fee for its services of approximately $5,750,000, of which $1,250,000 became payable to Macquarie Capital upon the rendering of its opinion. Continental Stock Transfer & Trust Company, LLC acted as transfer agent for SciPlay. Light & Wonder, Inc. (NasdaqGS:LNW) completed the acquisition of the remaining 17% stake of SciPlay Corporation (NasdaqGS:SCPL) on October 23, 2023. SciPlay will operate as a wholly-owned subsidiary of Light & Wonder, and SciPlay common stock will no longer be publicly traded on the Nasdaq Global Select Market.Recent Insider Transactions Derivative • Sep 24CEO & Director exercised options and sold US$292k worth of stockOn the 21st of September, Joshua Wilson exercised options to acquire 13k shares at no cost and sold these for an average price of US$22.82 per share. This trade did not impact their existing holding. For the year to December 2018, Joshua's total compensation was 17% salary and 83% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Joshua has owned 252.06k shares directly. Company insiders have collectively sold US$559k more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Aug 22Price target increased by 7.2% to US$22.11Up from US$20.63, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$22.68. The company is forecast to post earnings per share of US$1.01 for next year compared to US$0.94 last year.Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$22.66, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 27x in the Entertainment industry in the US. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$34.87 per share.Reported Earnings • Aug 09Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: US$0.26. Revenue: US$189.9m (up 19% from 2Q 2022). Net income: US$5.60m (down 1.8% from 2Q 2022). Profit margin: 2.9% (down from 3.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) missed analyst estimates by 3.3%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Entertainment industry in the US.お知らせ • Jul 23SciPlay Corporation to Report Q2, 2023 Results on Aug 08, 2023SciPlay Corporation announced that they will report Q2, 2023 results After-Market on Aug 08, 2023Price Target Changed • Jul 12Price target increased by 7.9% to US$20.50Up from US$19.00, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$19.95. The company is forecast to post earnings per share of US$1.06 for next year compared to US$0.94 last year.お知らせ • Jul 06SciPlay Corporation Announces Resignation of Constance P. James from Board of Directors, Effective as of August 25, 2023SciPlay Corporation on June 27, 2023 announced the resignation of Constance P. James from the Board of Directors of the Company, effective as of August 25, 2023.お知らせ • Jun 09SciPlay Corporation Forms Special Committee to Evaluate Non-Binding Acquisition Proposal from Light & WonderSciPlay Corporation announced that its Board of Directors has formed a special committee of independent directors co-chaired by Mr. Gerald Cohen and Ms. April Henry, and with Mr. Michael Marchetti and Mr. William Thompson serving as members. The Special Committee has been granted full authority to independently review and evaluate the non-binding proposal that the Board received from Light & Wonder Inc. on May 18, 2023, proposing that Light & Wonder acquire the remaining 17% equity interest in SciPlay that it does not already own for $20.00 per share in cash. The Special Committee has retained Lazard as its financial advisor and Sullivan & Cromwell LLP as its legal counsel in connection with its review and evaluation of the Proposed Transaction. The Company cautions its shareholders and others considering trading in its securities that neither the Board nor the Special Committee has made any decision with respect to the Proposed Transaction. There can be no assurance that any definitive offer will be made by Light & Wonder, that a definitive agreement will be executed relating to the Proposed Transaction or that this or any other transaction will be approved or consummated. The Company and the Special Committee do not intend to comment further about the Proposed Transaction unless and until they deem further disclosure is appropriate or as required under applicable law.お知らせ • May 19Light & Wonder, Inc. (NasdaqGS:LNW) submitted a proposal to acquire remaining 2.9% stake of SciPlay Corporation (NasdaqGS:SCPL) for approximately $110 million.Light & Wonder, Inc. (NasdaqGS:LNW) submitted a proposal to acquire remaining 2.9% stake of SciPlay Corporation (NasdaqGS:SCPL) for approximately $110 million on May 18, 2023. As part of the consideration, SciPlay shareholders will receive $20 in cash for each share of SciPlay Class A common stock. Upon the close of the transaction, SciPlay would become a wholly-owned subsidiary of Light & Wonder. Macquarie Capital acted as financial advisor and Cravath, Swaine & Moore acted as legal advisor to Light & Wonder, Inc.Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$19.66, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 23x in the Entertainment industry in the US. Total returns to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$20.42 per share.Reported Earnings • May 11First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2023 results: EPS: US$0.25 (up from US$0.18 in 1Q 2022). Revenue: US$186.4m (up 18% from 1Q 2022). Net income: US$5.50m (up 25% from 1Q 2022). Profit margin: 3.0% (up from 2.8% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 10SciPlay Corporation (NasdaqGS:SCPL) announces an Equity Buyback for $60 million worth of its shares.SciPlay Corporation (NasdaqGS:SCPL) announces a share repurchase program. Under the program, the company will repurchase up to $60.0 million of its class A common stock. The program will be valid till May 3, 2024.Recent Insider Transactions • Mar 19VP of Finance recently sold US$99k worth of stockOn the 14th of March, Daniel O’Quinn sold around 6k shares on-market at roughly US$16.75 per share. This transaction amounted to 71% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Daniel's only on-market trade for the last 12 months.Buying Opportunity • Mar 07Now 20% undervaluedOver the last 90 days, the stock is up 5.9%. The fair value is estimated to be US$21.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 3.9%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.Reported Earnings • Mar 03Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: US$0.94 (up from US$0.80 in FY 2021). Revenue: US$671.0m (up 11% from FY 2021). Net income: US$22.4m (up 16% from FY 2021). Profit margin: 3.3% (up from 3.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Feb 08Now 20% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be US$20.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 4.1%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 68% in the next 2 years.Price Target Changed • Jan 19Price target increased to US$16.32Up from US$15.18, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of US$16.26. Stock is up 34% over the past year. The company is forecast to post earnings per share of US$0.96 for next year compared to US$0.80 last year.Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Chairman Toni Korsanos was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 12Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: US$0.20 (down from US$0.24 in 3Q 2021). Revenue: US$170.8m (up 17% from 3Q 2021). Net income: US$4.80m (down 19% from 3Q 2021). Profit margin: 2.8% (down from 4.0% in 3Q 2021). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 3.7%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Seeking Alpha • Oct 13SciPlay names Light & Wonder exec Bombassei as CFOSciPlay (NASDAQ:SCPL) said Thursday it appointed Jim Bombassei as EVP, CFO and secretary, effective Dec. 1. Bombassei currently serves as SVP of investor relations at SCPL's parent Light & Wonder (LNW). He replaces Daniel O'Quinn, who will continue to serve as interim CFO and secretary till Dec., after which he will continue to lead SCPL's finance and accounting teams as VP, finance. Activist investor Engine Capital, one of the biggest holders of SCPL, last week pushed the firm to consider a sale of itself to LNW.Seeking Alpha • Oct 04SciPlay gains after activist pushed for sale to parent Light & WonderSciPlay (NASDAQ:SCPL) rose 5.7% in after hours trading as activist investor Engine Capital, one of the biggest holders of mobile-game maker SciPlay (SCPL), urged the company to consider a sale of itself to parent company Light & Wonder (NASDAQ:LNW). Engine Capital, which has a 5.7% in SciPlay, wants the company to consider selling itself to to Light & Wonder (LNW) for $15 to $16/share, according to a letter Engine Capital wrote to the board's of both companies on Monday. Engine Capital also has a stake in Light & Wonder (LNW). The Engine Capital letter comes after the activist first disclosed a stake in a 13D filing March. In April, SciPlay (SCPL) added Nick Earl, the former CEO of Glu Mobile to its board and in June added three more directors. Engine Capital argued in the letter that the current structure of SciPlay (SCPL) is "inefficient and creates an overhang" on the valuation of both companies. The activist also said it believes Light & Wonder (LNW) also trades at a significant discount to its intrinsic value, partially due to the "drag of SciPlay’s undervaluation." Engine Capital said the recommended purchase of SciPlay for $15-$16 would be immediately accretive to Light & Wonder . "That said, if a deal can’t be reached between both Companies or if Light & Wonder is no longer interested to acquire SciPlay, we don’t believe the status quo is desirable and we would then encourage SciPlay to start a review of its strategic alternatives and look for a buyer with the blessing of Light & Wonder," Engine Capital Managing Partner Arnaud Ajdler and Partner Brad Favreau wrote in the letter. The Engine Capital proposal comes after SciPlay (SCPL) in late December terminated talks with Scientific Games, now called Light & Wonder, for the company to acquire the remaining 19% of SciPlay it didn't own in a stock deal.Recent Insider Transactions Derivative • Sep 23CEO & Director exercised options and sold US$118k worth of stockOn the 21st of September, Joshua Wilson exercised options to acquire 11k shares at no cost and sold these for an average price of US$10.99 per share. This trade did not impact their existing holding. For the year to December 2018, Joshua's total compensation was 18% salary and 82% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2022, Joshua has owned 208.67k shares directly. Company insiders have collectively sold US$210k more than they bought, via options and on-market transactions in the last 12 months.Board Change • Sep 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Chairman Toni Korsanos was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 10Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: US$0.23 (down from US$0.24 in 2Q 2021). Revenue: US$160.1m (up 4.0% from 2Q 2021). Net income: US$5.70m (down 3.4% from 2Q 2021). Profit margin: 3.6% (down from 3.8% in 2Q 2021). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) exceeded analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 12%, compared to a 24% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Board Change • Jun 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director CJ Prober was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • May 31High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director CJ Prober was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Major Estimate Revision • May 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from US$1.04 to US$0.91 per share. Revenue forecast steady at US$667.6m. Net income forecast to grow 30% next year vs 2.3% decline forecast for Entertainment industry in the US. Consensus price target broadly unchanged at US$16.15. Share price rose 12% to US$13.17 over the past week.Reported Earnings • May 11First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: US$0.18 (down from US$0.23 in 1Q 2021). Revenue: US$158.0m (up 4.6% from 1Q 2021). Net income: US$4.40m (down 17% from 1Q 2021). Profit margin: 2.8% (down from 3.5% in 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 22%. Over the next year, revenue is forecast to grow 11%, compared to a 36% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has fallen by 21% 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.Board Change • Apr 27High number of new directorsIndependent Director Nick Earl was the last director to join the board, commencing their role in 2022.Seeking Alpha • Apr 17SciPlay: Cards Are ImprovingSciPlay ended 2021 on a solid note and announced an interesting deal early in the year. A robust balance sheet and solid outlook inspired some confidence. Amidst these non-demanding valuation multiples, appeal appears to be luring here.Recent Insider Transactions Derivative • Mar 22CEO & Director exercised options and sold US$71k worth of stockOn the 15th of March, Joshua Wilson exercised options to acquire 6k shares at no cost and sold these for an average price of US$12.58 per share. This trade did not impact their existing holding. For the year to December 2018, Joshua's total compensation was 31% salary and 69% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2021, Joshua's direct individual holding has increased from 178.47k shares to 208.67k. Company insiders have collectively sold US$258k more than they bought, via options and on-market transactions in the last 12 months.Board Change • Mar 22High 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 Gerald Cohen is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Seeking Alpha • Feb 19SciPlay: Cards Are Not Dealt RightSciPlay has seen a tough time since it has been spun off from its parent company in 2019. This might be somewhat surprising as this is an online game platform while the pandemic provided a tailwind as well. The controlled status of the company and concerns on quality of the games prevent me from being upbeat here.Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS US$0.24 (vs US$0.24 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: US$146.6m (down 3.0% from 3Q 2020). Net income: US$5.90m (up 7.3% from 3Q 2020). Profit margin: 4.0% (up from 3.6% in 3Q 2020). The increase in margin was driven by lower expenses.Seeking Alpha • Oct 22SciPlay - An Epic OpportunitySciPlay Corporation is a developer and publisher of digital games on mobile and web platforms, currently focusing on social casino games. Epic Games vs. Apple positions the company to attain higher gross margins by eliminating digital commissions. SciPlay is making acquisitions to expand into other larger industries, as well as receiving offers to be acquired for a premium.Recent Insider Transactions Derivative • Sep 24CEO & Director exercised options and sold US$168k worth of stockOn the 21st of September, Joshua Wilson exercised options to acquire 9k shares at no cost and sold these for an average price of US$19.36 per share. This trade did not impact their existing holding. For the year to December 2020, Joshua's total compensation was 31% salary and 69% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2021, Joshua has owned 178.47k shares directly. Company insiders have collectively sold US$5.9m more than they bought, via options and on-market transactions in the last 12 months.Executive Departure • Aug 12Chief Financial Officer Michael Cody has left the companyOn the 10th of August, Michael Cody's tenure as Chief Financial Officer ended after 2.4 years in the role. As of March 2021, Michael still personally held 42.03k shares (US$680k worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 2.33 years.Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS US$0.24 (vs US$0.29 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$154.0m (down 7.0% from 2Q 2020). Net income: US$5.90m (down 11% from 2Q 2020). Profit margin: 3.8% (down from 4.0% in 2Q 2020). The decrease in margin was driven by lower revenue.Seeking Alpha • Aug 08SciPlay: The Story Ends Just As It Was Getting StartedSciPlay looks set to be acquired by parent company Scientific Games in an all-stock deal only two years after its IPO. The implied valuation seems underwhelming relative to peers and comparable transactions. However, considering its voting power and the fact that the deal makes good strategic sense for Scientific Games, I see the deal going through. With markets pricing in a slight premium to the 0.25 exchange ratio, there is an opportunity to capture the spread into the year-end close.Price Target Changed • Jul 17Price target decreased to US$18.88Down from US$20.47, the current price target is an average from 10 analysts. New target price is 12% above last closing price of US$16.89.Executive Departure • Jun 15Independent Director Jay Penske has left the companyOn the 9th of June, Jay Penske's tenure as Independent Director ended after 2.2 years in the role. As of March 2021, Jay still personally held 69.00k shares (US$1.1m worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 2.17 years.Reported Earnings • May 12First quarter 2021 earnings released: EPS US$0.23 (vs US$0.19 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: US$151.1m (up 28% from 1Q 2020). Net income: US$5.30m (up 21% from 1Q 2020). Profit margin: 3.5% (down from 3.7% in 1Q 2020). The decrease in margin was driven by higher expenses.分析記事 • May 06SciPlay Corporation's (NASDAQ:SCPL) Intrinsic Value Is Potentially 80% Above Its Share PriceHow far off is SciPlay Corporation ( NASDAQ:SCPL ) from its intrinsic value? Using the most recent financial data...分析記事 • Mar 30Here's What SciPlay's (NASDAQ:SCPL) Strong Returns On Capital MeanIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Recent Insider Transactions Derivative • Mar 18Chief Financial Officer exercised options and sold US$313k worth of stockOn the 15th of March, Michael Cody exercised options to acquire 19k shares at no cost and sold these for an average price of US$16.75 per share. This trade did not impact their existing holding. Since March 2020, Michael's direct individual holding has increased from 1.00k shares to 3.29k. Company insiders have collectively sold US$4.2m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Mar 04Executive Chairman exercised options and sold US$3.8m worth of stockOn the 1st of March, Barry Cottle exercised options to acquire 196k shares at no cost and sold these for an average price of US$19.37 per share. This trade did not impact their existing holding. Since March 2020, Barry has owned 20.00k shares directly. Company insiders have collectively sold US$3.9m more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Mar 03Price target raised to US$20.34Up from US$18.76, the current price target is an average from 12 analysts. The new target price is 13% above the current share price of US$18.02. As of last close, the stock is up 97% over the past year.Reported Earnings • Mar 03Full year 2020 earnings releasedThe company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$582.2m (up 25% from FY 2019). Net income: US$20.9m (down 36% from FY 2019). Profit margin: 3.6% (down from 7.0% in FY 2019). The decrease in margin was driven by higher expenses.Analyst Estimate Surprise Post Earnings • Mar 03Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.1%. Earnings per share (EPS) missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 1.1%, compared to a 28% growth forecast for the Entertainment industry in the US.Valuation Update With 7 Day Price Move • Feb 27Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to US$18.15, the stock is trading at a trailing P/E ratio of 10x, down from the previous P/E ratio of 11.8x. This compares to an average P/E of 36x in the Entertainment industry in the US. Total returns to shareholders over the past year are 101%.分析記事 • Feb 11Can SciPlay Corporation (NASDAQ:SCPL) Maintain Its Strong Returns?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improved over the past weekAfter last week's 28% share price gain to US$20.74, the stock is trading at a trailing P/E ratio of 11.4x, up from the previous P/E ratio of 9x. This compares to an average P/E of 36x in the Entertainment industry in the US. Total returns to shareholders over the past year are 97%.Is New 90 Day High Low • Feb 09New 90-day high: US$18.06The company is up 51% from its price of US$12.00 on 10 November 2020. The American market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 37% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$31.82 per share.分析記事 • Jan 27Does SciPlay's (NASDAQ:SCPL) Share Price Gain of 53% Match Its Business Performance?If you want to compound wealth in the stock market, you can do so by buying an index fund. But investors can boost...Is New 90 Day High Low • Jan 15New 90-day high: US$17.25The company is up 14% from its price of US$15.10 on 16 October 2020. The American market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Entertainment industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$31.13 per share.分析記事 • Jan 12An Intrinsic Calculation For SciPlay Corporation (NASDAQ:SCPL) Suggests It's 49% UndervaluedIn this article we are going to estimate the intrinsic value of SciPlay Corporation ( NASDAQ:SCPL ) by taking the...Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to US$16.47, the stock is trading at a trailing P/E ratio of 9.1x, up from the previous P/E ratio of 7.6x. This compares to an average P/E of 31x in the Entertainment industry in the US. Total returns to shareholders over the past year are 37%.分析記事 • Dec 28Should You Be Impressed By SciPlay's (NASDAQ:SCPL) Returns on Capital?To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...Valuation Update With 7 Day Price Move • Nov 21Market bids up stock over the past weekAfter last week's 16% share price gain to US$14.51, the stock is trading at a trailing P/E ratio of 8x, up from the previous P/E ratio of 6.9x. This compares to an average P/E of 26x in the Entertainment industry in the US. Total returns to shareholders over the past year are 45%.Is New 90 Day High Low • Nov 11New 90-day low: US$12.00The company is down 13% from its price of US$13.84 on 12 August 2020. The American market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$28.38 per share.Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) missed analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 6.9%, compared to a 24% growth forecast for the Entertainment industry in the US.Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS US$0.24The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$151.2m (up 30% from 3Q 2019). Net income: US$5.50m (up 175% from 3Q 2019). Profit margin: 3.6% (up from 1.7% in 3Q 2019). The increase in margin was driven by higher revenue.Is New 90 Day High Low • Oct 06New 90-day high: US$17.31The company is up 12% from its price of US$15.47 on 08 July 2020. The American market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$28.81 per share.業績と収益の成長予測NasdaqGS:SCPL - 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12/31/202580728N/A265412/31/202477926201230712/31/20237492218120376/30/202372923161178N/A3/31/202369924142156N/A12/31/202267122139150N/A9/30/202264317123133N/A6/30/202261918163170N/A3/31/202261318172181N/A12/31/202160619155164N/A9/30/202159922178188N/A6/30/202160321175186N/A3/31/202161522182190N/A12/31/202058221186193N/A9/30/202054821157165N/A6/30/202051317135142N/A3/31/202046616100108N/A12/31/2019466128493N/A9/30/2019467268593N/A6/30/2019456347279N/A3/31/2019437406872N/A12/31/2018416N/A7377N/A9/30/2018398266064N/A12/31/2017361235762N/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: SCPLの予測収益成長率 (年間8.7% ) は 貯蓄率 ( 2.2% ) を上回っています。収益対市場: SCPLの収益 ( 8.7% ) US市場 ( 16.8% ) よりも低い成長が予測されています。高成長収益: SCPLの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: SCPLの収益 ( 4% ) US市場 ( 11.7% ) よりも低い成長が予測されています。高い収益成長: SCPLの収益 ( 4% ) 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: SCPLの 自己資本利益率 は、3年後には低くなると予測されています ( 10 %)。成長企業の発掘7D1Y7D1Y7D1YMedia 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2023/10/24 02:58終値2023/10/20 00:00収益2023/06/30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SciPlay Corporation 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。15 アナリスト機関Omar DessoukyBofA Global ResearchRyan SigdahlCraig-Hallum Capital Group LLCFranco Granda PenaherreraD.A. Davidson & Co.12 その他のアナリストを表示
Price Target Changed • Aug 22Price target increased by 7.2% to US$22.11Up from US$20.63, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$22.68. The company is forecast to post earnings per share of US$1.01 for next year compared to US$0.94 last year.
Price Target Changed • Jul 12Price target increased by 7.9% to US$20.50Up from US$19.00, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$19.95. The company is forecast to post earnings per share of US$1.06 for next year compared to US$0.94 last year.
Price Target Changed • Jan 19Price target increased to US$16.32Up from US$15.18, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of US$16.26. Stock is up 34% over the past year. The company is forecast to post earnings per share of US$0.96 for next year compared to US$0.80 last year.
Major Estimate Revision • May 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from US$1.04 to US$0.91 per share. Revenue forecast steady at US$667.6m. Net income forecast to grow 30% next year vs 2.3% decline forecast for Entertainment industry in the US. Consensus price target broadly unchanged at US$16.15. Share price rose 12% to US$13.17 over the past week.
Price Target Changed • Jul 17Price target decreased to US$18.88Down from US$20.47, the current price target is an average from 10 analysts. New target price is 12% above last closing price of US$16.89.
Price Target Changed • Mar 03Price target raised to US$20.34Up from US$18.76, the current price target is an average from 12 analysts. The new target price is 13% above the current share price of US$18.02. As of last close, the stock is up 97% over the past year.
お知らせ • Nov 03SciPlay Corporation Files Form 15SciPlay Corporation has announced that it has filed a Form 15 with the Securities and Exchange Commission to voluntarily deregister its Class A Common Stock under the Securities Exchange Act of 1934, as amended. The par value of the company's Class A Common Stock was $0.001 per share.
お知らせ • Oct 25SciPlay Corporation Announces Board ChangesSciPlay Corporation announced that on October 23, 2023 in connection with the consummation of the Merger and the other transactions contemplated by the Merger Agreement, the directors of the company ceased to be directors of the Company and James Sottile, a director of Merger Sub immediately prior to the consummation of the Merger, became the sole director of the Company.
お知らせ • Oct 24Light & Wonder, Inc. (NasdaqGS:LNW) completed the acquisition of the remaining 17% stake of SciPlay Corporation (NasdaqGS:SCPL).Light & Wonder, Inc. (NasdaqGS:LNW) submitted a proposal to acquire the remaining 17% stake of SciPlay Corporation (NasdaqGS:SCPL) for approximately $110 million on May 18, 2023. Light & Wonder, Inc. (NasdaqGS:LNW) entered into a definitive agreement to acquire remaining 17% stake of SciPlay Corporation (NasdaqGS:SCPL) on August 8, 2023. As part of the consideration, SciPlay shareholders will receive $20 in cash for each share of SciPlay Class A common stock. As part of the definitive agreement, Light & Wonder, Inc. will acquire SciPlay for $22.95 per share in an all-cash transaction. Upon the close of the transaction, SciPlay would become a wholly-owned subsidiary of Light & Wonder. The companies expect the transaction to close during the fourth quarter of 2023, subject to customary closing conditions. The transaction has been approved by the written consent of the holders of the requisite number of shares of common stock of SciPlay, such that no additional stockholder approval is required. The Transaction has been approved by the Board of Directors of Light & Wonder. Macquarie Capital acted as financial advisor and fairness opinion provider and Robert I. Townsend III, J. Leonard Teti II, Matthew J. Bobby, Arian Mossanenzadeh and William D. Podurgiel of Cravath, Swaine & Moore acted as legal advisors to Light & Wonder, Inc. Lazard Freres & Co. LLC acted as financial advisor and fairness opinion provider to the special committee; and Sullivan & Cromwell LLP acted as legal counsel to SciPlay Corporation. Stuart Rogers of Alston & Bird represented Macquarie Capital (USA) Inc.as financial advisor. Light & Wonder agreed to pay Macquarie Capital a fee for its services of approximately $5,750,000, of which $1,250,000 became payable to Macquarie Capital upon the rendering of its opinion. Continental Stock Transfer & Trust Company, LLC acted as transfer agent for SciPlay. Light & Wonder, Inc. (NasdaqGS:LNW) completed the acquisition of the remaining 17% stake of SciPlay Corporation (NasdaqGS:SCPL) on October 23, 2023. SciPlay will operate as a wholly-owned subsidiary of Light & Wonder, and SciPlay common stock will no longer be publicly traded on the Nasdaq Global Select Market.
Recent Insider Transactions Derivative • Sep 24CEO & Director exercised options and sold US$292k worth of stockOn the 21st of September, Joshua Wilson exercised options to acquire 13k shares at no cost and sold these for an average price of US$22.82 per share. This trade did not impact their existing holding. For the year to December 2018, Joshua's total compensation was 17% salary and 83% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2023, Joshua has owned 252.06k shares directly. Company insiders have collectively sold US$559k more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Aug 22Price target increased by 7.2% to US$22.11Up from US$20.63, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$22.68. The company is forecast to post earnings per share of US$1.01 for next year compared to US$0.94 last year.
Valuation Update With 7 Day Price Move • Aug 15Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$22.66, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 27x in the Entertainment industry in the US. Total returns to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$34.87 per share.
Reported Earnings • Aug 09Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: US$0.26. Revenue: US$189.9m (up 19% from 2Q 2022). Net income: US$5.60m (down 1.8% from 2Q 2022). Profit margin: 2.9% (down from 3.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.7%. Earnings per share (EPS) missed analyst estimates by 3.3%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the Entertainment industry in the US.
お知らせ • Jul 23SciPlay Corporation to Report Q2, 2023 Results on Aug 08, 2023SciPlay Corporation announced that they will report Q2, 2023 results After-Market on Aug 08, 2023
Price Target Changed • Jul 12Price target increased by 7.9% to US$20.50Up from US$19.00, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of US$19.95. The company is forecast to post earnings per share of US$1.06 for next year compared to US$0.94 last year.
お知らせ • Jul 06SciPlay Corporation Announces Resignation of Constance P. James from Board of Directors, Effective as of August 25, 2023SciPlay Corporation on June 27, 2023 announced the resignation of Constance P. James from the Board of Directors of the Company, effective as of August 25, 2023.
お知らせ • Jun 09SciPlay Corporation Forms Special Committee to Evaluate Non-Binding Acquisition Proposal from Light & WonderSciPlay Corporation announced that its Board of Directors has formed a special committee of independent directors co-chaired by Mr. Gerald Cohen and Ms. April Henry, and with Mr. Michael Marchetti and Mr. William Thompson serving as members. The Special Committee has been granted full authority to independently review and evaluate the non-binding proposal that the Board received from Light & Wonder Inc. on May 18, 2023, proposing that Light & Wonder acquire the remaining 17% equity interest in SciPlay that it does not already own for $20.00 per share in cash. The Special Committee has retained Lazard as its financial advisor and Sullivan & Cromwell LLP as its legal counsel in connection with its review and evaluation of the Proposed Transaction. The Company cautions its shareholders and others considering trading in its securities that neither the Board nor the Special Committee has made any decision with respect to the Proposed Transaction. There can be no assurance that any definitive offer will be made by Light & Wonder, that a definitive agreement will be executed relating to the Proposed Transaction or that this or any other transaction will be approved or consummated. The Company and the Special Committee do not intend to comment further about the Proposed Transaction unless and until they deem further disclosure is appropriate or as required under applicable law.
お知らせ • May 19Light & Wonder, Inc. (NasdaqGS:LNW) submitted a proposal to acquire remaining 2.9% stake of SciPlay Corporation (NasdaqGS:SCPL) for approximately $110 million.Light & Wonder, Inc. (NasdaqGS:LNW) submitted a proposal to acquire remaining 2.9% stake of SciPlay Corporation (NasdaqGS:SCPL) for approximately $110 million on May 18, 2023. As part of the consideration, SciPlay shareholders will receive $20 in cash for each share of SciPlay Class A common stock. Upon the close of the transaction, SciPlay would become a wholly-owned subsidiary of Light & Wonder. Macquarie Capital acted as financial advisor and Cravath, Swaine & Moore acted as legal advisor to Light & Wonder, Inc.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$19.66, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 23x in the Entertainment industry in the US. Total returns to shareholders of 42% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$20.42 per share.
Reported Earnings • May 11First quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2023 results: EPS: US$0.25 (up from US$0.18 in 1Q 2022). Revenue: US$186.4m (up 18% from 1Q 2022). Net income: US$5.50m (up 25% from 1Q 2022). Profit margin: 3.0% (up from 2.8% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) missed analyst estimates by 1.9%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 8.0% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 10SciPlay Corporation (NasdaqGS:SCPL) announces an Equity Buyback for $60 million worth of its shares.SciPlay Corporation (NasdaqGS:SCPL) announces a share repurchase program. Under the program, the company will repurchase up to $60.0 million of its class A common stock. The program will be valid till May 3, 2024.
Recent Insider Transactions • Mar 19VP of Finance recently sold US$99k worth of stockOn the 14th of March, Daniel O’Quinn sold around 6k shares on-market at roughly US$16.75 per share. This transaction amounted to 71% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Daniel's only on-market trade for the last 12 months.
Buying Opportunity • Mar 07Now 20% undervaluedOver the last 90 days, the stock is up 5.9%. The fair value is estimated to be US$21.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 3.9%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.
Reported Earnings • Mar 03Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: US$0.94 (up from US$0.80 in FY 2021). Revenue: US$671.0m (up 11% from FY 2021). Net income: US$22.4m (up 16% from FY 2021). Profit margin: 3.3% (up from 3.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 5.0%. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Feb 08Now 20% undervaluedOver the last 90 days, the stock is up 15%. The fair value is estimated to be US$20.45, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has declined by 4.1%. Revenue is forecast to grow by 14% in 2 years. Earnings is forecast to grow by 68% in the next 2 years.
Price Target Changed • Jan 19Price target increased to US$16.32Up from US$15.18, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of US$16.26. Stock is up 34% over the past year. The company is forecast to post earnings per share of US$0.96 for next year compared to US$0.80 last year.
Board Change • Nov 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Chairman Toni Korsanos was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 12Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: US$0.20 (down from US$0.24 in 3Q 2021). Revenue: US$170.8m (up 17% from 3Q 2021). Net income: US$4.80m (down 19% from 3Q 2021). Profit margin: 2.8% (down from 4.0% in 3Q 2021). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates by 3.7%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Entertainment industry in the US. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Seeking Alpha • Oct 13SciPlay names Light & Wonder exec Bombassei as CFOSciPlay (NASDAQ:SCPL) said Thursday it appointed Jim Bombassei as EVP, CFO and secretary, effective Dec. 1. Bombassei currently serves as SVP of investor relations at SCPL's parent Light & Wonder (LNW). He replaces Daniel O'Quinn, who will continue to serve as interim CFO and secretary till Dec., after which he will continue to lead SCPL's finance and accounting teams as VP, finance. Activist investor Engine Capital, one of the biggest holders of SCPL, last week pushed the firm to consider a sale of itself to LNW.
Seeking Alpha • Oct 04SciPlay gains after activist pushed for sale to parent Light & WonderSciPlay (NASDAQ:SCPL) rose 5.7% in after hours trading as activist investor Engine Capital, one of the biggest holders of mobile-game maker SciPlay (SCPL), urged the company to consider a sale of itself to parent company Light & Wonder (NASDAQ:LNW). Engine Capital, which has a 5.7% in SciPlay, wants the company to consider selling itself to to Light & Wonder (LNW) for $15 to $16/share, according to a letter Engine Capital wrote to the board's of both companies on Monday. Engine Capital also has a stake in Light & Wonder (LNW). The Engine Capital letter comes after the activist first disclosed a stake in a 13D filing March. In April, SciPlay (SCPL) added Nick Earl, the former CEO of Glu Mobile to its board and in June added three more directors. Engine Capital argued in the letter that the current structure of SciPlay (SCPL) is "inefficient and creates an overhang" on the valuation of both companies. The activist also said it believes Light & Wonder (LNW) also trades at a significant discount to its intrinsic value, partially due to the "drag of SciPlay’s undervaluation." Engine Capital said the recommended purchase of SciPlay for $15-$16 would be immediately accretive to Light & Wonder . "That said, if a deal can’t be reached between both Companies or if Light & Wonder is no longer interested to acquire SciPlay, we don’t believe the status quo is desirable and we would then encourage SciPlay to start a review of its strategic alternatives and look for a buyer with the blessing of Light & Wonder," Engine Capital Managing Partner Arnaud Ajdler and Partner Brad Favreau wrote in the letter. The Engine Capital proposal comes after SciPlay (SCPL) in late December terminated talks with Scientific Games, now called Light & Wonder, for the company to acquire the remaining 19% of SciPlay it didn't own in a stock deal.
Recent Insider Transactions Derivative • Sep 23CEO & Director exercised options and sold US$118k worth of stockOn the 21st of September, Joshua Wilson exercised options to acquire 11k shares at no cost and sold these for an average price of US$10.99 per share. This trade did not impact their existing holding. For the year to December 2018, Joshua's total compensation was 18% salary and 82% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2022, Joshua has owned 208.67k shares directly. Company insiders have collectively sold US$210k more than they bought, via options and on-market transactions in the last 12 months.
Board Change • Sep 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Chairman Toni Korsanos was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 10Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: EPS: US$0.23 (down from US$0.24 in 2Q 2021). Revenue: US$160.1m (up 4.0% from 2Q 2021). Net income: US$5.70m (down 3.4% from 2Q 2021). Profit margin: 3.6% (down from 3.8% in 2Q 2021). Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) exceeded analyst estimates by 2.3%. Over the next year, revenue is forecast to grow 12%, compared to a 24% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Board Change • Jun 02High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director CJ Prober was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 31High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director CJ Prober was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Major Estimate Revision • May 17Consensus forecasts updatedThe consensus outlook for 2022 has been updated. 2022 EPS estimate fell from US$1.04 to US$0.91 per share. Revenue forecast steady at US$667.6m. Net income forecast to grow 30% next year vs 2.3% decline forecast for Entertainment industry in the US. Consensus price target broadly unchanged at US$16.15. Share price rose 12% to US$13.17 over the past week.
Reported Earnings • May 11First quarter 2022 earnings: EPS misses analyst expectationsFirst quarter 2022 results: EPS: US$0.18 (down from US$0.23 in 1Q 2021). Revenue: US$158.0m (up 4.6% from 1Q 2021). Net income: US$4.40m (down 17% from 1Q 2021). Profit margin: 2.8% (down from 3.5% in 1Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 22%. Over the next year, revenue is forecast to grow 11%, compared to a 36% growth forecast for the industry in the US. Over the last 3 years on average, earnings per share has fallen by 21% 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.
Board Change • Apr 27High number of new directorsIndependent Director Nick Earl was the last director to join the board, commencing their role in 2022.
Seeking Alpha • Apr 17SciPlay: Cards Are ImprovingSciPlay ended 2021 on a solid note and announced an interesting deal early in the year. A robust balance sheet and solid outlook inspired some confidence. Amidst these non-demanding valuation multiples, appeal appears to be luring here.
Recent Insider Transactions Derivative • Mar 22CEO & Director exercised options and sold US$71k worth of stockOn the 15th of March, Joshua Wilson exercised options to acquire 6k shares at no cost and sold these for an average price of US$12.58 per share. This trade did not impact their existing holding. For the year to December 2018, Joshua's total compensation was 31% salary and 69% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2021, Joshua's direct individual holding has increased from 178.47k shares to 208.67k. Company insiders have collectively sold US$258k more than they bought, via options and on-market transactions in the last 12 months.
Board Change • Mar 22High 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 Gerald Cohen is the most experienced director on the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Seeking Alpha • Feb 19SciPlay: Cards Are Not Dealt RightSciPlay has seen a tough time since it has been spun off from its parent company in 2019. This might be somewhat surprising as this is an online game platform while the pandemic provided a tailwind as well. The controlled status of the company and concerns on quality of the games prevent me from being upbeat here.
Reported Earnings • Nov 12Third quarter 2021 earnings released: EPS US$0.24 (vs US$0.24 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: US$146.6m (down 3.0% from 3Q 2020). Net income: US$5.90m (up 7.3% from 3Q 2020). Profit margin: 4.0% (up from 3.6% in 3Q 2020). The increase in margin was driven by lower expenses.
Seeking Alpha • Oct 22SciPlay - An Epic OpportunitySciPlay Corporation is a developer and publisher of digital games on mobile and web platforms, currently focusing on social casino games. Epic Games vs. Apple positions the company to attain higher gross margins by eliminating digital commissions. SciPlay is making acquisitions to expand into other larger industries, as well as receiving offers to be acquired for a premium.
Recent Insider Transactions Derivative • Sep 24CEO & Director exercised options and sold US$168k worth of stockOn the 21st of September, Joshua Wilson exercised options to acquire 9k shares at no cost and sold these for an average price of US$19.36 per share. This trade did not impact their existing holding. For the year to December 2020, Joshua's total compensation was 31% salary and 69% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2021, Joshua has owned 178.47k shares directly. Company insiders have collectively sold US$5.9m more than they bought, via options and on-market transactions in the last 12 months.
Executive Departure • Aug 12Chief Financial Officer Michael Cody has left the companyOn the 10th of August, Michael Cody's tenure as Chief Financial Officer ended after 2.4 years in the role. As of March 2021, Michael still personally held 42.03k shares (US$680k worth at the time). A total of 4 executives have left over the last 12 months. The current median tenure of the management team is 2.33 years.
Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS US$0.24 (vs US$0.29 in 2Q 2020)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$154.0m (down 7.0% from 2Q 2020). Net income: US$5.90m (down 11% from 2Q 2020). Profit margin: 3.8% (down from 4.0% in 2Q 2020). The decrease in margin was driven by lower revenue.
Seeking Alpha • Aug 08SciPlay: The Story Ends Just As It Was Getting StartedSciPlay looks set to be acquired by parent company Scientific Games in an all-stock deal only two years after its IPO. The implied valuation seems underwhelming relative to peers and comparable transactions. However, considering its voting power and the fact that the deal makes good strategic sense for Scientific Games, I see the deal going through. With markets pricing in a slight premium to the 0.25 exchange ratio, there is an opportunity to capture the spread into the year-end close.
Price Target Changed • Jul 17Price target decreased to US$18.88Down from US$20.47, the current price target is an average from 10 analysts. New target price is 12% above last closing price of US$16.89.
Executive Departure • Jun 15Independent Director Jay Penske has left the companyOn the 9th of June, Jay Penske's tenure as Independent Director ended after 2.2 years in the role. As of March 2021, Jay still personally held 69.00k shares (US$1.1m worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 2.17 years.
Reported Earnings • May 12First quarter 2021 earnings released: EPS US$0.23 (vs US$0.19 in 1Q 2020)The company reported a solid first quarter result with improved earnings and revenues, although profit margins were weaker. First quarter 2021 results: Revenue: US$151.1m (up 28% from 1Q 2020). Net income: US$5.30m (up 21% from 1Q 2020). Profit margin: 3.5% (down from 3.7% in 1Q 2020). The decrease in margin was driven by higher expenses.
分析記事 • May 06SciPlay Corporation's (NASDAQ:SCPL) Intrinsic Value Is Potentially 80% Above Its Share PriceHow far off is SciPlay Corporation ( NASDAQ:SCPL ) from its intrinsic value? Using the most recent financial data...
分析記事 • Mar 30Here's What SciPlay's (NASDAQ:SCPL) Strong Returns On Capital MeanIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Recent Insider Transactions Derivative • Mar 18Chief Financial Officer exercised options and sold US$313k worth of stockOn the 15th of March, Michael Cody exercised options to acquire 19k shares at no cost and sold these for an average price of US$16.75 per share. This trade did not impact their existing holding. Since March 2020, Michael's direct individual holding has increased from 1.00k shares to 3.29k. Company insiders have collectively sold US$4.2m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Mar 04Executive Chairman exercised options and sold US$3.8m worth of stockOn the 1st of March, Barry Cottle exercised options to acquire 196k shares at no cost and sold these for an average price of US$19.37 per share. This trade did not impact their existing holding. Since March 2020, Barry has owned 20.00k shares directly. Company insiders have collectively sold US$3.9m more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Mar 03Price target raised to US$20.34Up from US$18.76, the current price target is an average from 12 analysts. The new target price is 13% above the current share price of US$18.02. As of last close, the stock is up 97% over the past year.
Reported Earnings • Mar 03Full year 2020 earnings releasedThe company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2020 results: Revenue: US$582.2m (up 25% from FY 2019). Net income: US$20.9m (down 36% from FY 2019). Profit margin: 3.6% (down from 7.0% in FY 2019). The decrease in margin was driven by higher expenses.
Analyst Estimate Surprise Post Earnings • Mar 03Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.1%. Earnings per share (EPS) missed analyst estimates by 12%. Over the next year, revenue is forecast to grow 1.1%, compared to a 28% growth forecast for the Entertainment industry in the US.
Valuation Update With 7 Day Price Move • Feb 27Investor sentiment deteriorated over the past weekAfter last week's 15% share price decline to US$18.15, the stock is trading at a trailing P/E ratio of 10x, down from the previous P/E ratio of 11.8x. This compares to an average P/E of 36x in the Entertainment industry in the US. Total returns to shareholders over the past year are 101%.
分析記事 • Feb 11Can SciPlay Corporation (NASDAQ:SCPL) Maintain Its Strong Returns?While some investors are already well versed in financial metrics (hat tip), this article is for those who would like...
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improved over the past weekAfter last week's 28% share price gain to US$20.74, the stock is trading at a trailing P/E ratio of 11.4x, up from the previous P/E ratio of 9x. This compares to an average P/E of 36x in the Entertainment industry in the US. Total returns to shareholders over the past year are 97%.
Is New 90 Day High Low • Feb 09New 90-day high: US$18.06The company is up 51% from its price of US$12.00 on 10 November 2020. The American market is up 16% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 37% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$31.82 per share.
分析記事 • Jan 27Does SciPlay's (NASDAQ:SCPL) Share Price Gain of 53% Match Its Business Performance?If you want to compound wealth in the stock market, you can do so by buying an index fund. But investors can boost...
Is New 90 Day High Low • Jan 15New 90-day high: US$17.25The company is up 14% from its price of US$15.10 on 16 October 2020. The American market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Entertainment industry, which is up 23% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$31.13 per share.
分析記事 • Jan 12An Intrinsic Calculation For SciPlay Corporation (NASDAQ:SCPL) Suggests It's 49% UndervaluedIn this article we are going to estimate the intrinsic value of SciPlay Corporation ( NASDAQ:SCPL ) by taking the...
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improved over the past weekAfter last week's 19% share price gain to US$16.47, the stock is trading at a trailing P/E ratio of 9.1x, up from the previous P/E ratio of 7.6x. This compares to an average P/E of 31x in the Entertainment industry in the US. Total returns to shareholders over the past year are 37%.
分析記事 • Dec 28Should You Be Impressed By SciPlay's (NASDAQ:SCPL) Returns on Capital?To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...
Valuation Update With 7 Day Price Move • Nov 21Market bids up stock over the past weekAfter last week's 16% share price gain to US$14.51, the stock is trading at a trailing P/E ratio of 8x, up from the previous P/E ratio of 6.9x. This compares to an average P/E of 26x in the Entertainment industry in the US. Total returns to shareholders over the past year are 45%.
Is New 90 Day High Low • Nov 11New 90-day low: US$12.00The company is down 13% from its price of US$13.84 on 12 August 2020. The American market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Entertainment industry, which is up 3.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$28.38 per share.
Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 6.2%. Earnings per share (EPS) missed analyst estimates by 6.9%. Over the next year, revenue is forecast to grow 6.9%, compared to a 24% growth forecast for the Entertainment industry in the US.
Reported Earnings • Nov 07Third quarter 2020 earnings released: EPS US$0.24The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$151.2m (up 30% from 3Q 2019). Net income: US$5.50m (up 175% from 3Q 2019). Profit margin: 3.6% (up from 1.7% in 3Q 2019). The increase in margin was driven by higher revenue.
Is New 90 Day High Low • Oct 06New 90-day high: US$17.31The company is up 12% from its price of US$15.47 on 08 July 2020. The American market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Entertainment industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is US$28.81 per share.