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Everbridge 配当と自社株買い
配当金 基準チェック /06
Everbridge配当金を支払った記録がありません。
主要情報
n/a
配当利回り
0.3%
バイバック利回り
| 総株主利回り | 0.3% |
| 将来の配当利回り | 0% |
| 配当成長 | n/a |
| 次回配当支払日 | n/a |
| 配当落ち日 | n/a |
| 一株当たり配当金 | n/a |
| 配当性向 | n/a |
最近の配当と自社株買いの更新
更新なし
Recent updates
分析記事 • Feb 02
An Intrinsic Calculation For Everbridge, Inc. (NASDAQ:EVBG) Suggests It's 33% Undervalued
Key Insights Everbridge's estimated fair value is US$35.75 based on 2 Stage Free Cash Flow to Equity Everbridge is...Seeking Alpha • Jan 25
Everbridge: Growth Slows But Operating Profit Turns Positive
Summary Everbridge's organic revenue growth has been slowing substantially. This is despite the market for mass notification software and services being forecasted to reach $48.8 billion by 2030, with a CAGR of 21.4%. Everbridge's slowing revenue growth and improving profitability have resulted in a more sustainable model, but the stock's performance has lagged an industry benchmark. I remain Neutral [Hold] on EVBG until management can reignite topline revenue growth. Read the full article on Seeking Alpha分析記事 • Jan 03
Everbridge, Inc.'s (NASDAQ:EVBG) Low P/S No Reason For Excitement
Everbridge, Inc.'s ( NASDAQ:EVBG ) price-to-sales (or "P/S") ratio of 2.1x might make it look like a strong buy right...分析記事 • Oct 13
Here's Why Everbridge (NASDAQ:EVBG) Can Afford Some Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Sep 01
Everbridge, Inc.'s (NASDAQ:EVBG) Intrinsic Value Is Potentially 98% Above Its Share Price
Key Insights Using the 2 Stage Free Cash Flow to Equity, Everbridge fair value estimate is US$49.11 Current share price...分析記事 • Jul 12
Is Everbridge (NASDAQ:EVBG) Using Too Much Debt?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • May 29
Is There Now An Opportunity In Everbridge, Inc. (NASDAQ:EVBG)?
Everbridge, Inc. ( NASDAQ:EVBG ), might not be a large cap stock, but it received a lot of attention from a substantial...分析記事 • May 05
Investors Give Everbridge, Inc. (NASDAQ:EVBG) Shares A 30% Hiding
Everbridge, Inc. ( NASDAQ:EVBG ) shareholders that were waiting for something to happen have been dealt a blow with a...分析記事 • Apr 01
Here's Why Everbridge (NASDAQ:EVBG) Can Afford Some Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...分析記事 • Feb 06
Estimating The Fair Value Of Everbridge, Inc. (NASDAQ:EVBG)
In this article we are going to estimate the intrinsic value of Everbridge, Inc. ( NASDAQ:EVBG ) by projecting its...分析記事 • Dec 12
Does Everbridge (NASDAQ:EVBG) Have A Healthy Balance Sheet?
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Oct 14
Everbridge: Heads I Win, Tails I Shouldn't Lose Much
Summary Everbridge has fallen over 80% from its 52-week high and now trades at a mere 3.5x subscription revenue which is at the very low end for SAAS businesses. Following the CEO departure, an activist shareholder has entered the fray and is pushing for a sale of the company. Even with the recent downturn in markets and deteriorating financing conditions, PE takeouts of SAAS businesses have still been getting done and precedent transactions suggest significant upside. In the absence of a transaction Everbridge shares appear to have limited downside. The deflation of the Software-As-A-Service ((SAAS)) bubble has hit Everbridge (EVBG) shares hard with the stock down over 80% from 2021's all-time high. While the stock had a brief bounce in August on the news that the company may be exploring a sale, shares quickly declined as investors seem skeptical that a deal will be done. As we sit today, Everbridge shares trade at a rock-bottom valuation of just 3.5x revenue. Background Overview (Investor Presentation) Everbridge is a SAAS business that is providing software solutions which facilitate mass notification and critical event management software in a world with increasing risks (natural disasters/weather, civil unrest, pandemic, active shooters, etc.). The software provides corporations and governments a centralized platform to manage employees and assets and respond during disruptive or potentially disruptive events. Everbridge has an impressive customer base with more than 6,300 customers and includes 47 of the Fortune 50. Everbridge is the leading player in the industry and its software integrates with most major HR/enterprise platforms (see above). Everbridge Client Base (Investor Presentation) Why is Everbridge a good business? 1. Like most SAAS companies, Everbridge's revenue is recurring in nature which gives it a stable/growing revenue profile even during times of economic uncertainty. Everbridge's software is viewed as an important organizational risk management tool and, once adopted, is unlikely to be displaced unless Everbridge really messes something up or a vastly superior solution emerges. This leads to low churn rates. 2. SAAS companies are generally able to upsell additional software products and add-on functionality to their customers which allows for continued growth in revenue from its existing customer base which is evidenced by net revenue retention above 110%. Everbridge Metrics (Investor Presentation) 3. Entering employee/asset data, and training employees to use the software creates a switching cost for customers which provides Everbridge pricing power. 4. While profitability has been negligible to-date as the company has been spending aggressively to grow, like most SAAS companies, Everbridge likely has ample opportunities for cost cutting. I believe that the company will eventually produce 25-30% EBITDA margins. Set Up In December 2021, Everbridge's CEO resigned. Subsequently an activist shareholder, Ancora, took a stake in the business and in May called for a sale of the company. In August Bloomberg reported that the company was exploring a sale of the company. Ancora suggested that the company could be worth up to $70/share but stock market multiples (and SAAS multiples) have come down since then. I think $50-60 seems more reasonable in the current environment as I will discuss below. Valuation - what might Everbridge fetch in a takeover? Everbridge is on track to generate ~$430 million in revenue in 2022, about $380 million of which is recurring. The company has been growing organically 18-19% per year. Looking ahead a couple of months to 2023 and assuming a 17% growth rate, I get to an estimated $445 million in recurring revenue for 2023. Excluding some outliers during the 2020-21 bubble, SAAS companies with a similar growth profile have tended to sell for between 5-8x recurring revenue. As shown below, applying these multiples to Everbridge results in a range of $47-80 per share. Author Valuation Model (Author Estimates)分析記事 • Oct 12
Everbridge, Inc.'s (NASDAQ:EVBG) Intrinsic Value Is Potentially 25% Below Its Share Price
How far off is Everbridge, Inc. ( NASDAQ:EVBG ) from its intrinsic value? Using the most recent financial data, we'll...Seeking Alpha • Aug 26
Everbridge jumps 11% after report of potential sale process
Enterprise software firm Everbridge (NASDAQ:EVBG) soared 12% after a report that the company is exploring its strategic options including a sale. Everbridge (EVBG) is said to to be working with advisers as it considers its options, according to a Bloomberg report. Possible acquirers include private equity firms and industrial companies. The potential sale comes after activist investor Ancora had been pushing the company to explore a sale before it was defeated in a proxy battle in May. Ancora in March called for the public-warning technology company to sell itself. Ancora at the time said it believed the company may be worth $70 share in a takeout. The activist sale push came after Everbridge (EVBG) shares had plunged before the activist disclosed its stake in March, including a 45% decline on Dec. 10 following the surprise resignation of Chief Executive David Meredith. Everbridge (EVBG) late last month named David Wagner, formerly president and CEO of Zix, as its new CEO.分析記事 • Aug 12
Is Everbridge (NASDAQ:EVBG) Using Too Much Debt?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Jul 28
Alta Fox Opportunities Fund - Everbridge: A High-Quality SaaS Business At ~3x Forward Revenue
As recently as late last year, investors were willing to pay ~14x forward revenue for Everbridge. The sudden departure of EVBG's CEO in December 2021 as well as forward guidance below the Street’s lofty expectations, prompted a precipitous fall in EVBG’s stock price. A prominent activist investor has taken a stake in the business and is advocating that the board initiate a process to sell the business. At ~3x forward revenue, investors can buy a high-quality enterprise software business with sticky and recurring revenue, inflecting margins, and a potential take-private catalyst. The following segment was excerpted from this fund letter. Everbridge Inc (EVBG) Everbridge is an enterprise SaaS business that provides mass notification and critical event management ((CEM)) software in a world with increasing risks (natural disasters/weather, civil unrest, pandemic, active shooters, etc.). The software allows large corporates to better manage employees and assets during times of disruption. Everbridge serves 47 of the Fortune 50, has 110%+ net revenue retention, gross margins approaching 80%, and EBITDA margins that are beginning to meaningfully inflect higher. This is a great business. However, the stock has always been far too expensive for us to underwrite to acceptable IRR thresholds within a reasonable valuation framework. As recently as late last year, investors were willing to pay ~14x forward revenue for Everbridge as the stock price topped out at ~$160/share. The sudden departure of the company’s CEO in December 2021 as well as forward guidance below the Street’s lofty expectations, prompted a precipitous fall in EVBG’s share price. In December, when Everbridge’s former CEO left to take the CEO role at a large PE-backed cloud business, he likely knew that EVBG trading at 14x revenue with slowing growth meant limited upside ahead (and limited personal wealth creation). Since the CEO’s departure and decline in stock price, a prominent activist investor has taken a stake in the business and is advocating that the board initiate a process to sell the business. Given investors have lost confidence in the management team and board’s ability to create long-term value in the public markets, we agree that the company should immediately pursue a sale. We believe the quality of the business along with the upside potential for profit margins and the current valuation make Everbridge an extremely attractive target for private equity buyers who are currently sitting on substantial amounts of dry powder. Orlando Bravo, the co-founder of tech PE giant Thoma Bravo said it best during his appearance on CNBC on May 24: “For us in private equity, as a buyer and operator of software companies, this environment of five times forward revenue is the buying opportunity of a lifetime.” We believe the CEO departure, two disappointing 2022 guides, and broader market volatility have put Everbridge into the penalty box. Current sell-side expectations appear far too low, as consensus assumes the company will grow revenue 16% in 2023 and EBITDA margins will expand to 12.5%. The company’s Co-CEO clearly believes the business will perform better than sell side expectations, as he stated the following at an investor conference in May: “Wouldn’t be surprised if next year, there’s a quarter where adjusted EBITDA margin starts with a two and ultimately, we’ll see where that top line growth rate shakes out. If it looks like we’re going to be growing in the mid-teens, then we will drive adjusted EBITDA towards mid-20s, maybe even 30%.”Seeking Alpha • Jun 29
Everbridge and Grupo Siayec ink strategic alliance for delivering digital & physical security
Everbridge (NASDAQ:EVBG) announced a strategic alliance with Grupo Siayec, provider of digital and physical security solutions and specialists in the implementation of video surveillance, security monitoring, access control, analytics, and biometrics systems. The partnership helps expand critical event management (CEM) adoption for Everbridge solutions within the Mexican enterprise market. Through the partnership, Grupo Siayec customers gain seamless access to Everbridge's CEM solutions, including Control Center, helping increase preparedness for a wide range of digital and physical threats.決済の安定と成長
配当データの取得
安定した配当: EVBGの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。
増加する配当: EVBGの配当金が増加しているかどうかを判断するにはデータが不十分です。
配当利回り対市場
| Everbridge 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (EVBG) | n/a |
| 市場下位25% (US) | 1.4% |
| 市場トップ25% (US) | 4.2% |
| 業界平均 (Software) | 0.9% |
| アナリスト予想 (EVBG) (最長3年) | 0% |
注目すべき配当: EVBGは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。
高配当: EVBGは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。
株主への利益配当
収益カバレッジ: EVBGの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。
株主配当金
キャッシュフローカバレッジ: EVBGが配当金を報告していないため、配当金の持続可能性を計算できません。
高配当企業の発掘
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 | 2024/07/01 23:57 |
| 終値 | 2024/07/01 00:00 |
| 収益 | 2024/03/31 |
| 年間収益 | 2023/12/31 |
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 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 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
Everbridge, Inc. 8 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。14
| アナリスト | 機関 |
|---|---|
| Koji Ikeda | BofA Global Research |
| Richard Davis | Canaccord Genuity |
| Thomas Walkley | Canaccord Genuity |