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EngageSmart 配当と自社株買い
配当金 基準チェック /06
EngageSmart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
-0.07%
バイバック利回り
| 総株主利回り | -0.07% |
| 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
Seeking Alpha • Oct 26
The EngageSmart Buyout Doesn't Feel Right
Summary EngageSmart, Inc. has agreed to be acquired by Vista Equity Partners in a $4 billion deal, representing a 13.9% premium to the closing price before the announcement. The company has shown strong growth, with revenue increasing from $109 million in 2020 to $303.9 million in 2022, driven by both segments of its business. The transaction raises questions about the company's potential for further growth, as well as the decision of the majority shareholder to retain a 35% stake in the combined company. Read the full article on Seeking Alpha分析記事 • Sep 29
Returns Are Gaining Momentum At EngageSmart (NYSE:ESMT)
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Seeking Alpha • Aug 15
EngageSmart: Defensive Business Growing At >20% Is An Attractive Buy
Summary I recommend a buy due to the attractive growth profile, defensive business nature, and strong performance so far in this weak macro climate. ESMT provides customer engagement SaaS platforms and has shown strong growth in both the SMB and enterprise segments. The recent acquisition of Luminello assets is expected to boost ESMT's growth and profitability by expanding its capabilities and market reach. Read the full article on Seeking AlphaSeeking Alpha • Aug 08
EngageSmart Sees SMB And Enterprise Strength As It Focuses Efforts
Summary EngageSmart, Inc. recently reported Q2 2023 financial results, beating revenue but missing EPS estimates. The company provides customer engagement software solutions to enterprises globally. EngageSmart is executing well, focusing on higher-value markets, and the stock appears undervalued. My outlook is a Buy at around $17.00. Read the full article on Seeking AlphaSeeking Alpha • Jun 05
EngageSmart: Strong Growth And Margin Expansion Supported By Underlying Momentum
Summary ESMT remains a buy due to its consistent growth, healthy EBITDA margins, and focus on digitization of consumer bill payment processes and mental healthcare services. ESMT's underlying momentum is supported by robust quarterly transaction volume growth, expansion into new markets, and a promising outlook for FY23 and FY24. The company's 70+% gross margin suggests ample room for further EBITDA margin expansion. Read the full article on Seeking Alpha分析記事 • May 29
EngageSmart (NYSE:ESMT) Is Looking To Continue Growing Its Returns On Capital
What are the early trends we should look for to identify a stock that could multiply in value over the long term...分析記事 • Feb 09
EngageSmart (NYSE:ESMT) Is Experiencing Growth In Returns On Capital
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Seeking Alpha • Feb 09
EngageSmart GAAP EPS of $0.03 beats by $0.02, revenue of $83.9M beats by $2.11M
EngageSmart press release (NYSE:ESMT): Q4 GAAP EPS of $0.03 beats by $0.02. Revenue of $83.9M (+36.2% Y/Y) beats by $2.11M. SMB Revenue increased 45% to $45.2 million compared to $31.1 million in the fourth quarter of 2021. Enterprise Revenue increased 27% to $38.7 million compared to $30.6 million in the fourth quarter of 2021. Total Transactions Processed increased 25% to 38.9 million compared to 31.2 million in the fourth quarter of 2021. Financial Outlook FY23 : Revenue of $380M - $384M vs. consensus of $380.04M; Adjusted EBITDA of $66.5M - $69M. 1Q23: Revenue of $86M - $87M vs. consensus of $86.12M; Adjusted EBITDA of $13.5M - $14M.分析記事 • Dec 13
Estimating The Intrinsic Value Of EngageSmart, Inc. (NYSE:ESMT)
Today we'll do a simple run through of a valuation method used to estimate the attractiveness of EngageSmart, Inc...Seeking Alpha • Dec 07
EngageSmart: Getting Smarter
Summary EngageSmart has seen shares come down in 2022, while the business has been doing very fine. The company has seen sales growth stabilize at a high level, with real yet modest earnings reported. I like the improved setup here, as continued execution is required to deliver on an appealing investment opportunity. Shares of EngageSmart (ESMT) have seen a tough time this year, like so many technology names. With shares re-testing their lows, it is time to update the thesis which goes back to January of this year when I concluded that I was still not engaging yet with the business. A Recap EngageSmart has gone public in September 2021, yet shares have been falling out of the gate, as the timing of the IPO coincided with the boom in technology valuations, while the company witnessed slower growth and saw deleveraging on the bottom line. The company is based on the frustration of its founder to execute a simple task, that is trying to pay a utility bill. A mundane task like paying a bill, making an appointment and managing insurance claims are ripe to be automated, and that is just what EngageSmart´s software solution is doing for its clients. With that goal in mind, EngageSmart has grown to offer its SaaS applications to 70,000 SMEs and 3,000 enterprise companies at the time of the offering, active across a wide domain of industries. The company went public at $26, translating into a $3.9 billion enterprise valuation, applied to a business which generated $147 million in sales in 2020, resulting in a 26 times sales multiple. The company actually reported a GAAP operating profit of $0.6 million, which is not really a profit, but again, it is not a loss. Moreover, 97% revenue growth for 2020 looked pretty decent as well. Revenues rose 59% to $99 million in the first half of 2021, comprised out of 65% revenue growth in the first quarter and 53% growth in the second quarter, as shares rose to $34 on the first days of trading, pushing up the enterprise valuation to $5.2 billion. Shares had come down to $19 in January as third quarter sales growth slowed down to 42% with quarterly revenues coming in at $55 million and change. The issue is that slower growth was accompanied by a net loss of $8.3 million, to an important extent driven by a $6.6 million stock-based compensation expense. Part of this is due to the IPO of course, but adjusted for some items, a decline in EBITDA suggests structural margin pressure as well. With sales down to $19, translating into a $2.6 billion enterprise valuation, the company has seen sales multiples compress to 11 times, not cheap enough for me given the pace of growth decelerating and losses being apparent on the bottom line. What Happened? In February, EngageSmart posted a 37% increase in fourth quarter sales with revenues reported at $61 million and change. It is comforting to see a GAAP operating loss of just below a million, indicating a partial reversal of the trends. For the year, sales came in $216 million on which $30 million in adjusted EBITDA was reported. The company guided for 2022 sales to grow to $280-$285 million, which marks solid 30% revenue growth, yet EBITDA of $29-$31 million is set to be dead flat in dollar terms, hinting towards further margin pressure and likely some realistic losses as well. The company started the year on a solid note with first quarter sales up 42% to $67 million and change as the company posted a GAAP operating profit of $3 million on the back of a $10.6 million EBITDA number. Following the arguably strong start to the year, the company hiked the full-year guidance to $290-$294 million in sales and $38-$40 million in EBITDA, quite a big hike. Second quarter sales even rose by 43% to arrive at nearly $74 million with GAAP operating profits increasing to $4 million, as these comforting results triggered the company into hiking the guidance a bit further. The pace of revenue growth has been resilient in the third quarter as well, with sales up 42% to nearly $79 million on which an operating profit of nearly $5 million was reported. On the back of the results, the company hiked the full-year guidance, now seeing sales just over $300 million with EBITDA seen at $47 million. The 169 million shares now trade at $15, translating into an equity valuation of $2.5 billion here, or about $2.2 billion if we factor in a current net cash position of $293 million. Based on the share price stagnation and revenue growth, forward sales multiples have fallen to 7 times. Operating earnings trend around $20 million here, translating into sky-high earnings multiples, but at least the business is profitable. And Now? The reality is that the combination of sales growth and a decline in the share price has resulted in sales multiples having come down from 11 to 7 times, all while growth has stabilized at 40%, quite impressive. More important perhaps, the company has regained profitability and has actually been expanding profits a bit in recent quarters. The question is how far the business can grow, as the potential is huge of course given the wide addressable market. In the third quarter, the company processed 3.5 million transactions, indicating revenues per transaction to come in around $2, or just a couple of pennies above that. That is not fair either, as the business model is based on fixed subscription fees and variable consumption revenues.分析記事 • Nov 16
EngageSmart's (NYSE:ESMT) Earnings Are Of Questionable Quality
Despite posting some strong earnings, the market for EngageSmart, Inc.'s ( NYSE:ESMT ) stock hasn't moved much. We did...Seeking Alpha • Nov 03
EngageSmart reports Q3 earnings beat; FY22 outlook confirmed
EngageSmart press release (NYSE:ESMT): Q3 GAAP EPS of $0.04 beats by $0.03. Revenue of $78.8M (+42.0% Y/Y) beats by $3.93M. Adjusted EBITDA was $13.2M, representing 16.8% Adjusted EBITDA Margin, compared to $8.7M, or 15.6% Adjusted EBITDA Margin, for the third quarter of 2021. Cash and Cash Equivalents were $293.5M as of September 30, 2022, compared to $254.3M as of December 31, 2021. Total Number of Customers increased 26% to 97,800 as of September 30, 2022, compared to 77,400 as of September 30, 2021. Total Transactions Processed increased 31% to 37.5 million compared to 28.6 million in the third quarter of 2021. Financial Outlook FY22 : Revenue of $300.5M - $302.0M vs. consensus of $297.35M; Adjusted EBITDA of $46.5M - $47.5M.分析記事 • Nov 02
Investors Will Want EngageSmart's (NYSE:ESMT) Growth In ROCE To Persist
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...分析記事 • Aug 07
Results: EngageSmart, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
EngageSmart, Inc. ( NYSE:ESMT ) investors will be delighted, with the company turning in some strong numbers with its...Seeking Alpha • Aug 04
EngageSmart GAAP EPS of $0.04 beats by $0.02, revenue of $73.86M beats by $3.81M
EngageSmart press release (NYSE:ESMT): Q2 GAAP EPS of $0.04 beats by $0.02. Revenue of $73.86M (+42.7% Y/Y) beats by $3.81M.Seeking Alpha • Jan 20
EngageSmart: Still Not Engaging Yet
EngageSmart has seen a tough couple of months after the public offering as a further slowdown in growth and real deleveraging on the bottom line make investors rightfully cautious. This coincided with a technology sell-off, making many other technology names much more interesting as well. Given the third quarter trends and lackluster fourth quarter guidance, I am by far not comfortable yet to start engaging, and thus, I am not buying the dip yet.Seeking Alpha • Oct 06
EngageSmart CEO Robert Bennett - Digital Automation Eliminates Manual Tasks (Video)
EngageSmart provides SaaS based customer engagement software and integrated payment solutions and recently went public via IPO. CEO Robert Bennett on disrupting the financial and healthcare industry’s billing practices. Competing against larger firms and downward pricing pressure.Seeking Alpha • Sep 29
EngageSmart: Smart To Engage?
EngageSmart has gone public in a very successful public offering. The company has seen solid growth by automating seemingly mundane everyday tasks. While profitability and growth is very much liked, a rapid deceleration in the pace of growth to roughly 50% and a 25 times sales multiple looks too steep.決済の安定と成長
配当データの取得
安定した配当: ESMT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: ESMT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
| EngageSmart 配当利回り対市場 |
|---|
| セグメント | 配当利回り |
|---|---|
| 会社 (ESMT) | 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 (ESMT) (最長3年) | 0% |
注目すべき配当: ESMT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: ESMT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: ESMT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: ESMT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 | 2024/01/25 19:58 |
| 終値 | 2024/01/25 00:00 |
| 収益 | 2023/09/30 |
| 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 |
| |
| 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
EngageSmart, Inc. 9 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。9
| アナリスト | 機関 |
|---|---|
| Jason Kupferberg | BofA Global Research |
| Ashwin Shirvaikar | Citigroup Inc |
| Jeffrey Van Rhee | Craig-Hallum Capital Group LLC |