ChannelAdvisor Corporation

NYSE:ECOM 株式レポート

時価総額:US$667.7m

This company has been acquired

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

ChannelAdvisor 将来の成長

Future 基準チェック /36

主要情報

14.8%

収益成長率

21.80%

EPS成長率

Software 収益成長19.8%
収益成長率10.0%
将来の株主資本利益率n/a
アナリストカバレッジ

Low

最終更新日n/a

今後の成長に関する最新情報

Recent updates

Seeking Alpha Nov 07

ChannelAdvisor reports Q3 results

ChannelAdvisor press release (NYSE:ECOM): Q3 Revenue of $43.5M (+4.6% Y/Y) misses by $0.07M. Cash and cash equivalents were $88.1 million, an increase of $3.9 million since June 30, 2022.
Seeking Alpha Sep 01

ChannelAdvisor Aims For Mild Growth As A Macro Slowdown Beckons

Summary ChannelAdvisor reported its Q2 2022 financial results on August 9. The firm provides companies with multichannel management software and services. ECOM has reduced the top end of its growth guidance, operating income is flat, and management sees headwinds from a strong dollar and macroeconomic conditions. I'm on Hold for ECOM for the near term. A Quick Take On ChannelAdvisor ChannelAdvisor (ECOM) reported its Q2 2022 financial results on August 9, 2022, beating expected revenue and EPS estimates. The company provides a platform that assists retailers and other brands to better manage their ecommerce operations. With a slowing economy, higher U.S. dollar and tepid forward growth guidance, my outlook on ECOM is on Hold for the near term. ChannelAdvisor Overview And Market Morrisville, North Carolina-based ChannelAdvisor was founded in 2001 to provide multichannel commerce solutions for brands and retailers to streamline their operations and grow sales. The firm is headed by Chief Executive Officer, David Spitz, who is also Chairman of Adwerx, a senior advisor to Susquehanna Growth Equity and founder of Avesair and Netstation. The company's primary offerings include: Marketplaces and first-party channels Digital marketing and retail media Product content and feed management Shoppable media Brand analytics Managed services The firm acquires customers, which are frequently middle market or larger in size, through its inside and direct sales and marketing teams. According to a 2020 market research report by Grand View Research, the global market for e-commerce software was valued at $6.2 billion in 2019 and is expected to reach $18 billion by 2027. This represents a forecast very strong CAGR of 16.3% from 2020 to 2027. The main drivers for this expected growth are an increase in e-commerce capabilities to assist enterprises in automating core business functions while increasing the leverage firms have as consumers increasingly adopt online shopping for goods and services. Also, firms that utilize APIs (Application Programming Interface) enable companies to employ low code solutions to quickly modernize their existing systems. ChannelAdvisor's Recent Financial Performance Total revenue by quarter has largely plateaued in recent quarters: 5 Quarter Total Revenue (Seeking Alpha) Gross profit by quarter has also flatlined recently: 5 Quarter Gross Profit (Seeking Alpha) Selling, G&A expenses as a percentage of total revenue by quarter have varied within a narrow range: 5 Quarter SG&A % Of Revenue (Seeking Alpha) Operating income by quarter has remained positive in recent quarters: 5 Quarter Operating Income (Seeking Alpha) Earnings per share (Diluted) have produced the following results: 5 Quarter Earnings Per Share (Seeking Alpha) (All data in above charts is GAAP) In the past 12 months, ECOM's stock price has dropped 43.8% vs. the U.S. S&P 500 Index's fall of around 13.1%, as the chart below indicates: 52 Week Stock Price (Seeking Alpha) Valuation And Other Metrics For ChannelAdvisor Below is a table of relevant capitalization and valuation figures for the company: Measure ((TTM)) Amount Enterprise Value/Sales 2.07 Revenue Growth Rate 10.1% Net Income Margin 23.7% GAAP EBITDA % 12.0% Market Capitalization $433,520,000 Enterprise Value $357,040,000 Operating Cash Flow $30,390,000 Earnings Per Share (Fully Diluted) $1.29 (Source - Seeking Alpha) Below is an estimated DCF (Discounted Cash Flow) analysis of the firm's projected growth and earnings: Discounted Cash Flow - ECOM (GuruFocus) Assuming generous DCF parameters, the firm's shares would be valued at approximately $14.40 versus the current price of $14.66, indicating they are potentially currently fully valued, with the given earnings, growth and discount rate assumptions of the DCF. The Rule of 40 is a software industry rule of thumb that says that as long as the combined revenue growth rate and EBITDA percentage rate equal or exceed 40%, the firm is on an acceptable growth/EBITDA trajectory. ECOM's most recent GAAP Rule of 40 calculation was 22.1% as of Q2 2022, so the firm needs some improvement in this regard, per the table below: Rule of 40 - GAAP Calculation Recent Rev. Growth % 10.1% GAAP EBITDA % 12.0% Total 22.1% (Source - Seeking Alpha) Commentary On ChannelAdvisor In its last earnings call (Source - Seeking Alpha), covering Q2 2022's results, management highlighted its resilient results in the face of 'slower e-commerce growth, high consumer inflation and macro uncertainty.' The company retired 6% of outstanding shares from a previously authorized share purchase, to which it will add another $25 million in possible future share repurchases. Management expects revenue to improve starting in Q3 as subscription growth helped the company achieve revenue above the midpoint of its previous guidance range, although foreign exchange headwinds will challenge its future prospects somewhat.
Seeking Alpha Aug 09

ChannelAdvisor reports Q2 earnings beat; reaffirms FY22 adjusted EBITDA guidance

ChannelAdvisor press release (NYSE:ECOM): Q2 GAAP EPS of $0.06 beats by $0.03. Revenue of $42.8M (+3.0% Y/Y) beats by $0.08M. Adjusted EBITDA of $8.4M and adjusted EBITDA margin of 20% exceeded the high-end of the guidance range. Q3 Financial Outlook: Revenue of $43.4M - $43.8M vs. consensus of $44.28M; Adjusted EBITDA of $8.1M - $8.5M. FY 2022 Outlook: Revenue of $177.0M - $179.0M vs. consensus of $177.98M; Adjusted EBITDA of $37.0M - $39.0M.
分析記事 Feb 13

ChannelAdvisor's (NYSE:ECOM) Returns On Capital Are Heading Higher

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 Dec 17

Is ChannelAdvisor Corporation (NYSE:ECOM) Trading At A 38% Discount?

Today we will run through one way of estimating the intrinsic value of ChannelAdvisor Corporation ( NYSE:ECOM ) by...
分析記事 Oct 29

Is Now The Time To Look At Buying ChannelAdvisor Corporation (NYSE:ECOM)?

ChannelAdvisor Corporation ( NYSE:ECOM ), might not be a large cap stock, but it saw a double-digit share price rise of...
分析記事 Jun 08

Should You Think About Buying ChannelAdvisor Corporation (NYSE:ECOM) Now?

While ChannelAdvisor Corporation ( NYSE:ECOM ) might not be the most widely known stock at the moment, it saw a...
分析記事 May 13

Do ChannelAdvisor's (NYSE:ECOM) Earnings Warrant Your Attention?

Like a puppy chasing its tail, some new investors often chase 'the next big thing', even if that means buying 'story...
分析記事 Apr 30

We Take A Look At Why ChannelAdvisor Corporation's (NYSE:ECOM) CEO Compensation Is Well Earned

We have been pretty impressed with the performance at ChannelAdvisor Corporation ( NYSE:ECOM ) recently and CEO David...
分析記事 Apr 29

ChannelAdvisor's (NYSE:ECOM) Returns On Capital Are Heading Higher

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
分析記事 Apr 11

An Intrinsic Calculation For ChannelAdvisor Corporation (NYSE:ECOM) Suggests It's 33% Undervalued

In this article we are going to estimate the intrinsic value of ChannelAdvisor Corporation ( NYSE:ECOM ) by estimating...
分析記事 Mar 16

Trade Alert: The Co-Founder & Director Of ChannelAdvisor Corporation (NYSE:ECOM), Mitchell Wingo, Has Sold Some Shares Recently

Some ChannelAdvisor Corporation ( NYSE:ECOM ) shareholders may be a little concerned to see that the Co-Founder...
分析記事 Mar 06

Is It Time To Consider Buying ChannelAdvisor Corporation (NYSE:ECOM)?

While ChannelAdvisor Corporation ( NYSE:ECOM ) might not be the most widely known stock at the moment, it received a...
分析記事 Feb 21

Don't Ignore The Fact That This Insider Just Sold Some Shares In ChannelAdvisor Corporation (NYSE:ECOM)

We'd be surprised if ChannelAdvisor Corporation ( NYSE:ECOM ) shareholders haven't noticed that the Independent...
分析記事 Feb 12

If You Like EPS Growth Then Check Out ChannelAdvisor (NYSE:ECOM) Before It's Too Late

It's only natural that many investors, especially those who are new to the game, prefer to buy shares in 'sexy' stocks...
分析記事 Feb 12

Optimistic Investors Push ChannelAdvisor Corporation (NYSE:ECOM) Shares Up 56% But Growth Is Lacking

Despite an already strong run, ChannelAdvisor Corporation ( NYSE:ECOM ) shares have been powering on, with a gain of...
分析記事 Jan 26

What Can The Trends At ChannelAdvisor (NYSE:ECOM) Tell Us About Their Returns?

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
分析記事 Jan 08

ChannelAdvisor Corporation's (NYSE:ECOM) Intrinsic Value Is Potentially 76% Above Its Share Price

Today we will run through one way of estimating the intrinsic value of ChannelAdvisor Corporation ( NYSE:ECOM ) by...
分析記事 Dec 22

Is ChannelAdvisor Corporation's (NYSE:ECOM) Latest Stock Performance A Reflection Of Its Financial Health?

Most readers would already be aware that ChannelAdvisor's (NYSE:ECOM) stock increased significantly by 19% over the...
分析記事 Dec 07

If You Had Bought ChannelAdvisor (NYSE:ECOM) Shares Three Years Ago You'd Have Earned 74% Returns

By buying an index fund, you can roughly match the market return with ease. But if you buy good businesses at...
分析記事 Nov 22

Does ChannelAdvisor's (NYSE:ECOM) Statutory Profit Adequately Reflect Its Underlying Profit?

As a general rule, we think profitable companies are less risky than companies that lose money. That said, the current...

業績と収益の成長予測

NYSE:ECOM - 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
12/31/20242182642491
12/31/20231941838445
12/31/2022176924301
9/30/2022174372330N/A
6/30/2022172412430N/A
3/31/2022171442834N/A
12/31/2021168472934N/A
9/30/2021163203035N/A
6/30/2021156203438N/A
3/31/2021152223237N/A
12/31/2020145193034N/A
9/30/2020140182731N/A
6/30/2020136161822N/A
3/31/202013081317N/A
12/31/20191303913N/A
9/30/2019130-148N/A
6/30/2019131-515N/A
3/31/2019131-7-21N/A
12/31/2018131-8-21N/A
9/30/2018131-9-20N/A
6/30/2018128-10-5-2N/A
3/31/2018126-12-5-1N/A
12/31/2017123-17-6-3N/A
9/30/2017120-10-30N/A
6/30/2017118-945N/A
3/31/2017115-1189N/A
12/31/2016113-81012N/A
9/30/2016111-151113N/A
6/30/2016107-17N/A11N/A
3/31/2016104-17N/A5N/A
12/31/2015101-21N/A-1N/A

アナリストによる今後の成長予測

収入対貯蓄率: ECOMの予測収益成長率 (年間14.8% ) は 貯蓄率 ( 2% ) を上回っています。

収益対市場: ECOMの収益 ( 14.8% ) はUS市場 ( 17% ) よりも速いペースで成長すると予測されています。

高成長収益: ECOM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: ECOMの収益 ( 10% ) US市場 ( 11.9% ) よりも速いペースで成長すると予測されています。

高い収益成長: ECOMの収益 ( 10% ) 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: ECOMの 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です


成長企業の発掘

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2022/11/15 23:22
終値2022/11/14 00:00
収益2022/09/30
年間収益2021/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
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

ChannelAdvisor Corporation 5 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。13

アナリスト機関
Colin SebastianBaird
Joel FishbeinBMO Capital Markets Equity Research
Shawn MilneBrean Capital Historical (Janney Montgomery)