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E2open Parent Holdings, Inc.NYSE:ETWO 株式レポート

時価総額 US$1.1b
株価
US$3.30
US$3.3
0% 割高 内在価値ディスカウント
1Y-18.7%
7D0.6%
1D
ポートフォリオ価値
表示

E2open Parent Holdings, Inc.

NYSE:ETWO 株式レポート

時価総額:US$1.1b

This company has been acquired

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

E2open Parent Holdings(ETWO)株式概要

E2open Parent Holdings, Inc.は、米州、欧州、アジア太平洋地域で、クラウドベースのエンドツーエンドのサプライチェーン管理とオーケストレーションのSaaSプラットフォームを提供しています。 詳細

ETWO ファンダメンタル分析
スノーフレーク・スコア
評価5/6
将来の成長0/6
過去の実績0/6
財務の健全性3/6
配当金0/6

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E2open Parent Holdings, Inc. 競合他社

価格と性能

株価の高値、安値、推移の概要E2open Parent Holdings
過去の株価
現在の株価US$3.30
52週高値US$4.63
52週安値US$1.75
ベータ1.27
1ヶ月の変化1.54%
3ヶ月変化47.98%
1年変化-18.72%
3年間の変化-55.41%
5年間の変化-68.39%
IPOからの変化-66.67%

最新ニュース

Recent updates

分析記事 May 09

There's No Escaping E2open Parent Holdings, Inc.'s (NYSE:ETWO) Muted Revenues Despite A 37% Share Price Rise

Those holding E2open Parent Holdings, Inc. ( NYSE:ETWO ) shares would be relieved that the share price has rebounded...
分析記事 May 02

Analysts Have Been Trimming Their E2open Parent Holdings, Inc. (NYSE:ETWO) Price Target After Its Latest Report

Shareholders of E2open Parent Holdings, Inc. ( NYSE:ETWO ) will be pleased this week, given that the stock price is up...
分析記事 Apr 27

E2open Parent Holdings (NYSE:ETWO) Has Debt But No Earnings; Should You Worry?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
User avatar
新しいナラティブ Mar 25

Client Focus And Tech Integration Will Drive Mid-Market Success

E2open's strategies to stabilize subscription revenue and reduce churn are expected to boost long-term growth and improve net margins.
分析記事 Mar 05

There Is A Reason E2open Parent Holdings, Inc.'s (NYSE:ETWO) Price Is Undemanding

With a price-to-sales (or "P/S") ratio of 1.1x E2open Parent Holdings, Inc. ( NYSE:ETWO ) may be sending very bullish...
Seeking Alpha Jan 14

E2open Parent Holdings: Positive On Retention Gains And Mid-Market Opportunities

Summary I recommend a buy rating for E2open Parent Holdings due to signs of stabilization in subscription revenue, improved retention rates, and growing cross-sell momentum. Despite a 4% y/y revenue decline and weak professional services, ETWO's subscription revenue grew sequentially, and management's conservative guidance reflects ongoing challenges. ETWO's focus on mid-market clients presents a significant long-term growth opportunity, diversifying its revenue base and capitalizing on increasing mid-market tech spending. Read the full article on Seeking Alpha
分析記事 Dec 20

Is E2open Parent Holdings (NYSE:ETWO) A Risky Investment?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Seeking Alpha Oct 22

E2open Parent Holdings: Long-Term Growth Outlook Remains Intact

Summary I recommend a buy rating for E2open Parent Holdings, believing the growth slowdown is temporary and driven by delays in closing large, complex deals. Despite 2Q25 revenue misses, underlying demand remains strong, with improved client retention and notable new deals indicating solid growth potential. ETWO's new system integrator partnerships and the anticipated ERP upgrade cycle are key drivers for future growth acceleration. Read the full article on Seeking Alpha
Seeking Alpha Oct 15

Earnings In Reverse, But E2open Gears Up For A U-Turn

Summary E2open's recent performance missed expectations, but its strong SAP integration and industry positioning offer potential for long-term recovery despite current revenue struggles. Subscription growth, client retention, and notable client wins indicate stabilization, while strategic partnerships and ERP opportunities could drive future growth. Despite a bleak annualized ROR of -33.06%, Q2 2025 showed cautious optimism with improved bookings and fewer cancellations, hinting at a possible turnaround. With a blended P/E ratio of 16.42x and debt concerns, ETWO's current valuation may appeal to higher-risk investors willing to bet on recovery. Read the full article on Seeking Alpha
分析記事 Sep 06

What Does E2open Parent Holdings, Inc.'s (NYSE:ETWO) Share Price Indicate?

While E2open Parent Holdings, Inc. ( NYSE:ETWO ) might not have the largest market cap around , it received a lot of...
Seeking Alpha Jul 13

E2open Parent Holdings: Buy Rated As Growth Slowdown Was Likely A One-Off Event

Summary I continue to recommend a buy rating for E2open Parent Holdings (ETWO) due to the positive growth outlook. The 1Q25 growth slowdown was due to timing issues. Leading indicators like growth in current deferred revenue and subscriptions billing point to positive revenue growth ahead. Read the full article on Seeking Alpha
分析記事 Jun 19

Is E2open Parent Holdings (NYSE:ETWO) Weighed On By Its Debt Load?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 May 21

E2open Parent Holdings, Inc.'s (NYSE:ETWO) Shares Bounce 27% But Its Business Still Trails The Industry

E2open Parent Holdings, Inc. ( NYSE:ETWO ) shareholders have had their patience rewarded with a 27% share price jump in...
Seeking Alpha May 15

E2open Parent Holdings: Upgrade To Buy On Positive Execution And New Sales Strategy

Summary ETWO's execution over the past two quarters has been impressive, leading to an upgrade in the stock's rating. The company's recent earnings report exceeded expectations, demonstrating significant improvement in execution. ETWO's new sales strategy, including product-specific teams and SI partners, is expected to drive future growth. Read the full article on Seeking Alpha
分析記事 May 02

Should You Investigate E2open Parent Holdings, Inc. (NYSE:ETWO) At US$4.86?

E2open Parent Holdings, Inc. ( NYSE:ETWO ), is not the largest company out there, but it received a lot of attention...
分析記事 Apr 05

There's No Escaping E2open Parent Holdings, Inc.'s (NYSE:ETWO) Muted Revenues

You may think that with a price-to-sales (or "P/S") ratio of 2x E2open Parent Holdings, Inc. ( NYSE:ETWO ) is...
分析記事 Feb 08

Is E2open Parent Holdings (NYSE:ETWO) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Seeking Alpha Jan 09

E2open Parent Holdings: Light At The End Of The Tunnel

Summary E2open Parent Holdings, Inc. reported more sales declines. The company is focused on implementing action plans to improve sales execution and deepen client engagement to return to sustainable growth. Margins and cash flow remain strong, and the company expects adjusted EBITDA for the year to be in the range of $215 million to $220 million. Fiscal 2025 should see a return to growth. Read the full article on Seeking Alpha
分析記事 Dec 16

At US$4.07, Is E2open Parent Holdings, Inc. (NYSE:ETWO) Worth Looking At Closely?

While E2open Parent Holdings, Inc. ( NYSE:ETWO ) might not be the most widely known stock at the moment, it saw a...
分析記事 Nov 16

Are Investors Undervaluing E2open Parent Holdings, Inc. (NYSE:ETWO) By 47%?

Key Insights The projected fair value for E2open Parent Holdings is US$6.28 based on 2 Stage Free Cash Flow to Equity...
Seeking Alpha Oct 17

E2open Parent Holdings: Too Much Uncertainty Risk For Me To Stomach

Summary ETWO's 2Q24 revenue slightly below expectations, with weak professional services revenue due to lower utilization of services. Management reduced revenue guidance for FY24 by 5%, indicating a decrease in revenue and a diminished likelihood of positive outcomes. ETWO's potential for inorganic growth through M&As is unlikely due to increased costs of capital and limited leverage capacity. Read the full article on Seeking Alpha
分析記事 Oct 12

Benign Growth For E2open Parent Holdings, Inc. (NYSE:ETWO) Underpins Stock's 56% Plummet

E2open Parent Holdings, Inc. ( NYSE:ETWO ) shareholders that were waiting for something to happen have been dealt a...
Seeking Alpha Oct 11

E2open Parent Holdings: Still Running House Money But Q2 Was Rough

Summary Revenues have swung from growth to a decline. Subscription revenue is up. The CEO is departing, and the company down-guided. This is a tough operational environment, so expect shares to sell off on the news, but we continue to hold a house position. Read the full article on Seeking Alpha
Seeking Alpha Jul 21

E2open: Upside Is Attractive, But Remains A Hold Until More Clarity Is Provided

Summary I maintain a hold rating for ETWO due to uncertainties surrounding the new S&M investment strategy. I believe ETWO's decision to restate guidance is seen as strategic, allowing for increased S&M spending without lowering investor confidence. Despite trading at a discount to peers, I believe ETWO should trade at a premium due to its higher profitability and similar growth rates. Read the full article on Seeking Alpha
Seeking Alpha Jul 11

E2open Parent Holdings: Turning Another Winning Trade Into A House Position

Summary We have now traded E2open Parent Holdings, Inc. successfully three times, each netting 20% gains. Our last trade was shared with you in May 2023, and like clockwork, two months later, we have been able to take profits. We still rate shares a long-term buy but recommend now running a house position on the name following Q1 earnings. Q1 earnings showed subscription revenue above the high end of guidance, but overall growth has normalized. Read the full article on Seeking Alpha

株主還元

ETWOUS SoftwareUS 市場
7D0.6%1.9%-0.8%
1Y-18.7%-8.8%27.1%

業界別リターン: ETWO過去 1 年間で-8.8 % の収益を上げたUS Software業界を下回りました。

リターン対市場: ETWOは、過去 1 年間で27.1 % のリターンを上げたUS市場を下回りました。

価格変動

Is ETWO's price volatile compared to industry and market?
ETWO volatility
ETWO Average Weekly Movement8.1%
Software Industry Average Movement9.6%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

安定した株価: ETWO 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。

時間の経過による変動: ETWOの 週次ボラティリティ ( 8% ) は過去 1 年間安定しています。

会社概要

設立従業員CEO(最高経営責任者ウェブサイト
20203,873Andrew Appelwww.e2open.com

E2open Parent Holdings, Inc.は、米州、欧州、アジア太平洋地域で、クラウドベースのエンドツーエンドのサプライチェーン管理とオーケストレーションのSaaSプラットフォームを提供している。同社のSaaSプラットフォームには、オムニチャネル、デマンド・センシング、サプライ・プランニング、グローバル・トレード・マネジメント、輸送・ロジスティクス、製造・サプライ・マネジメントなど、さまざまな主要戦略・業務分野が含まれる。同社のソフトウェアは、ネットワーク、データ、アプリケーションを組み合わせ、顧客がチャネルとサプライチェーンを最適化できるよう、深く組み込まれたミッションクリティカルなプラットフォームを提供する。消費財、食品・飲料、製造、小売、産業・自動車、航空宇宙・防衛、テクノロジー・運輸、その他の業界にサービスを提供している。同社は2020年に法人化され、テキサス州アディソンに本社を置いている。

E2open Parent Holdings, Inc. 基礎のまとめ

E2open Parent Holdings の収益と売上を時価総額と比較するとどうか。
ETWO 基礎統計学
時価総額US$1.13b
収益(TTM)-US$635.09m
売上高(TTM)US$609.14m
1.7x
P/Sレシオ
-1.6x
PER(株価収益率

収益と収入

最新の決算報告書(TTM)に基づく主な収益性統計
ETWO 損益計算書(TTM)
収益US$609.14m
売上原価US$211.57m
売上総利益US$397.57m
その他の費用US$1.03b
収益-US$635.09m

直近の収益報告

May 31, 2025

次回決算日

該当なし

一株当たり利益(EPS)-2.03
グロス・マージン65.27%
純利益率-104.26%
有利子負債/自己資本比率115.6%

ETWO の長期的なパフォーマンスは?

過去の実績と比較を見る

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2025/08/04 20:18
終値2025/08/01 00:00
収益2025/05/31
年間収益2025/02/28

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

E2open Parent Holdings, Inc. 4 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。3

アナリスト機関
Mark SchappelBenchmark Company
Chad BennettCraig-Hallum Capital Group LLC
Adam HotchkissGoldman Sachs