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 マネジメント

マネジメント 基準チェック /24

E2open Parent Holdingsの CEO はAndrew Appelで、 Oct2023年に任命され、 の在任期間は 1.83年です。 の年間総報酬は$ 2.52Mで、 25.8%給与と74.2%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.24%を直接所有しており、その価値は$ 2.74M 。経営陣と取締役会の平均在任期間はそれぞれ2年と4.5年です。

主要情報

Andrew Appel

最高経営責任者

US$2.5m

報酬総額

CEO給与比率25.79%
CEO在任期間1.8yrs
CEOの所有権0.2%
経営陣の平均在職期間2yrs
取締役会の平均在任期間4.5yrs

経営陣の近況

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

CEO報酬分析

E2open Parent Holdings の収益と比較して、Andrew Appel の報酬はどのように変化したか?
日付総報酬給与会社業績
May 31 2025n/an/a

-US$635m

Feb 28 2025US$3mUS$650k

-US$660m

Nov 30 2024n/an/a

-US$458m

Aug 31 2024n/an/a

-US$778m

May 31 2024n/an/a

-US$783m

Feb 29 2024US$28mUS$372k

-US$1b

報酬と市場: Andrewの 総報酬 ($USD 2.52M ) は、 US市場 ($USD 3.70M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Andrewの報酬と会社の業績を比較するにはデータが不十分です。


CEO

Andrew Appel (61 yo)

1.8yrs
在職期間
US$2,520,013
報酬

Mr. Andrew M. Appel serves as Chief Executive Officer since 2024 at E2open, LLC. He was an Interim CEO since October 10, 2023 until February 2024 and serves as Chief Executive Officer since February 2024 a...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Andrew Appel
CEO & Director1.8yrsUS$2.52m0.24%
$ 2.7m
Marje Armstrong
CFO & Chief Human Resources Officer3.3yrsUS$2.92m0.30%
$ 3.4m
Rachit Lohani
Chief Product & Technology Officerless than a yearUS$5.59mデータなし
Susan Bennett
Chief Legal Officer & Secretary1.3yrsUS$4.14m0.028%
$ 313.7k
Gregory Randolph
Chief Commercial Officer2.1yrsUS$3.04m0.15%
$ 1.7m
Deepa Kurian
Chief Accounting Officer4.5yrsデータなし0.034%
$ 388.6k
Lynn Holmgren
Executive VPno dataデータなしデータなし
Russell Johnson
SVP, Treasurer & Investor Relationsless than a yearデータなしデータなし
Kristin Seigworth
Vice President of Communicationsno dataデータなしデータなし
Douglas Newton
Executive Vice President of Corporate Development4.9yrsデータなしデータなし
Pawan Joshi
Chief Strategy Officer9.8yrsUS$4.13m0.24%
$ 2.7m
John McIndoe
EVP & Chief of Staff to the CEO1.3yrsデータなし0.031%
$ 354.6k
2.0yrs
平均在職期間
53yo
平均年齢

経験豊富な経営陣: ETWOの経営陣は 経験豊富 とはみなされません ( 2年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Andrew Appel
CEO & Director1.8yrsUS$2.52m0.24%
$ 2.7m
Keith Abell
Independent Director4.3yrsUS$299.55kデータなし
Timothy Maudlin
Independent Director4.5yrsUS$304.55k0.038%
$ 426.3k
Chinh Chu
Independent Chairman of the Board5.6yrsUS$426.64k0.028%
$ 318.1k
Martin Fichtner
Independent Director3.9yrsデータなしデータなし
Ryan Hinkle
Independent Director4.5yrsUS$292.22k0.045%
$ 512.1k
Stephen Daffron
Independent Director4.5yrsUS$303.91k0.046%
$ 526.8k
Eva Harris
Lead Independent Director5.3yrsUS$329.55k0.047%
$ 528.4k
4.5yrs
平均在職期間
64yo
平均年齢

経験豊富なボード: ETWOの 取締役会経験豊富 であると考えられます ( 4.5年の平均在任期間)。


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 02:09
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