Smartsheet Inc.

NYSE:SMAR 株式レポート

時価総額：US$7.9b

This company has been acquired

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

Smartsheet 将来の成長

Future 基準チェック /56

Smartsheet利益と収益がそれぞれ年間65%と14%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に32.1% 65.2%なると予測されています。

主要情報

65.0%

収益成長率

65.24%

EPS成長率

Software 収益成長20.0%
収益成長率14.0%
将来の株主資本利益率32.07%
アナリストカバレッジ

Good

最終更新日20 Jan 2025

今後の成長に関する最新情報

Recent updates

Seeking Alpha • Dec 29

Smartsheet: A Hold Is Good, But A Sell Might Be More Favorable

Summary Smartsheet's acquisition by Blackstone and Vista Equity at $56.50 per share limits upside potential; stock is fully valued, posing significant risk if the merger fails. Smartsheet excels in user-friendly, scalable CWM solutions with strong integrations, but lacks AI innovation compared to competitors like Asana. Financials show stable revenue growth and improving margins, but slower growth compared to high-growth peers, indicating limited expansion potential. The current stock price offers minimal reward and significant risk, making it a cautious investment amid fierce competition and potential merger uncertainties. Read the full article on Seeking Alpha
Seeking Alpha • Oct 08

Smartsheet's Buyout Will Likely Improve Your Workflow Returns

Summary Blackstone and Vista Equity Partners are acquiring Smartsheet for $8.4 billion, with shareholders receiving $56.50 per share, backed by their strong track record in software investments. Smartsheet's lean operating structure, high gross margins, and increasing customer spend make it an attractive M&A target, trending towards profitability. Key risks include managing rapid growth, longer enterprise sales cycles, and regulatory compliance, but the deal's closing probability remains very high. The acquisition is supported by Blue Owl Capital's $3.2B private debt financing, with Blackstone and Vista being the most credible and capable buyers. Read the full article on Seeking Alpha
Seeking Alpha • Sep 06

Smartsheet Earnings: A Smart Bet For Investors (Upgrade)

Summary Smartsheet's fiscal Q2 2025 earnings were well-received, showcasing stable mid-teens growth and a strong balance sheet with 10% of its market cap in cash. The company’s valuation at 23x next year's non-GAAP operating profits is compelling, especially with improved profit margins and consistent revenue growth. Smartsheet's enterprise customer base is expanding, with a 17% year-over-year increase in annual recurring revenue and significant customer expansions. Given stable growth, strong financials, and scalability within enterprises, Smartsheet presents a compelling buy opportunity for investors. Read the full article on Seeking Alpha
Seeking Alpha • Aug 01

Smartsheet: Private Takeout Interest Could Finally Unlock Its Real Value

Summary Smartsheet is a strong player in the PWM software space, with a conservative valuation and potential for upside. Recent Q1 results beat estimates, with enterprise segment strength and improving margins. Acquisition interest from private equity firms could lead to a potential takeout, driving the share price higher. Read the full article on Seeking Alpha
Seeking Alpha • Jul 17

Smartsheet: Dominant Player In The Project Management Software Space

Summary Smartsheet has a dominant position in the enterprise project management software space. Strong competitive advantages drive robust growth potential of at least 20%. Large addressable market and focus on complex needs of large enterprises support continued growth. Read the full article on Seeking Alpha
Seeking Alpha • Jun 06

Smartsheet Earnings: Stock Jumps Higher But Questions Remain

Summary Smartsheet's stock jumped 12% after a positive earnings report, but I'm less enthusiastic due to high valuation and decelerating growth rates. The Company provides a collaborative work management platform, similar to Asana but with better financials. I believe SMAR is fairly valued given its financial outlook, solid performance, and ample cash reserves. Read the full article on Seeking Alpha
Seeking Alpha • May 29

Smartsheet: Cheaper Than Ever, But I Wonder If It Is Smart

Summary Smartsheet Inc. offers collaboration software for unstructured work, as I wonder if the company could face competition from AI. Shares have traded flat while the business has tripled over the past five years, but per-share growth has been slower due to dilution from losses and stock-based compensation expenses. Smartsheet has seen narrowing losses and expects to see further sales growth, but concerns remain about economic profits and competition. Read the full article on Seeking Alpha
Seeking Alpha • Mar 15

Smartsheet Q4 Earnings: Do Not Buy This Dip (Rating Downgrade)

Summary Smartsheet Inc. disappointed investors with Q4 earnings showing decelerating growth rates and a high valuation. The introduction of AI features and a strong financial position offer some promise, but challenges remain in a competitive market. Smartsheet stock's forward non-GAAP EPS valuation of 34x is considered richly priced, leading to a sell rating. Read the full article on Seeking Alpha
Seeking Alpha • Jan 21

Smartsheet: A Mispriced SaaS Leader

Summary The Collaborative Work Management (CWM) market is often misunderstood by investors, leading to a low valuation of some companies in this sector. Smartsheet stands out as a leader in the CWM market, demonstrating robust growth, solid financials, and a compelling growth strategy. Smartsheet's valuation appears to lag behind its peers, indicating an undervaluation by the market. Read the full article on Seeking Alpha
Seeking Alpha • Dec 21

Smartsheet: Embracing Enterprise Clients And International Expansion Opportunities

Summary Smartsheet Inc. exceeded EPS and revenue expectations in Q3 2024, with YoY revenue growth of 23%. The company is successfully growing its enterprise customer base and has untapped growth potential internationally. Smartsheet has a solid financial position, although cautious of competition and demand downtrend amongst the SME segment. Read the full article on Seeking Alpha
Seeking Alpha • Oct 11

Smartsheet: Comfort In Profit Margins

Summary Smartsheet's stock has underperformed this year due to slower billing growth rates and increased competition in the workflow software market. Counterbalancing the deceleration in billings and revenue growth is a hugely improved operating margin, driven by largely flat opex. The Company remains an attractive long-term investment with potential for growth, but investors should take a conservative position here. In particular, competition weighs on SMAR as collaboration software is a flooded field, with incumbents like Atlassian dominating market share. Read the full article on Seeking Alpha
Seeking Alpha • Sep 16

Smartsheet: Once A Highly Valued Highflyer Now A Profitable GARP Story

Summary Smartsheet has become a GARP story as its growth has decelerated and valuations have compressed. The company's Q2 earnings release should have alleviated investor concerns, with reaffirmed billings growth and strong profitability. Smartsheet is gaining market share in the workflow management space and is expected to continue growing in the future. The company's AI releases have reached general availability and should start to become a tailwind to revenue growth next quarter. The company's business model has shown substantial improvement as expense discipline has significantly improved, and gross margins have remained above 80%. Read the full article on Seeking Alpha
Seeking Alpha • Sep 08

Smartsheet Earnings: Steady Progress In A Fairly Priced Stock

Summary Smartsheet Inc. customer adoption growth rates are showing signs of slowing down, posing questions about future adoption rates. Despite compelling revenue growth rates, Smartsheet's billings and some leading indicators raise concerns about potential revenue lulls. Smartsheet remains fairly priced but not excessively cheap, with investors paying a premium for the stock amidst its evolving growth dynamics. Read the full article on Seeking Alpha
Seeking Alpha • Jul 16

Smartsheet: Buy The Correction, It's An Overreaction

Summary Smartsheet has seen a sharp correction over the past month due to concerns on slowing billings growth. The company expects billings to accelerate in the back half of the year, driven by Free plan conversions and a marketing push. Trading at ~5x forward revenue, Smartsheet is a great "growth at a reasonable price" investment. We also shouldn't ignore the company's rich double-digit pro forma operating margins. Read the full article on Seeking Alpha
Seeking Alpha • Jun 28

Smartsheet: A Recent Pullback Provides A Reasonable Entry Point

Summary Smartsheet's share price decline has brought its EV/S ratio to around 4.5X, with a projected free cash flow margin of around 12% over the next 12 months, making it an attractive investment opportunity. The company is a leader in the workflow management space, with strong growth in profitability and free cash generation, and is set to launch generative AI tools in the coming months. Smartsheet's valuation does not depend on the generative AI opportunity, and its shares are expected to perform well in the long term as the company continues to grow and improve its business model. Smartsheet growth is being buoyed by strong demand for its capabilities on the part of its largest users. Read the full article on Seeking Alpha
Seeking Alpha • Jun 07

Smartsheet Q1 Earnings: Unraveling The Growth Story Beyond The Numbers

Summary Smartsheet Inc. had a mixed Q1 earnings report: a beat on top line estimates, but the quarter's performance may have peaked. There are concerns over maturing customer adoption growth rates and billings falling below revenue growth rates. Cautious outlook for fiscal 2024 despite strong revenue beat, raising questions about future Smartsheet performance. Substantial stock-based compensation raises concerns about Smartsheet's underlying profitability. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:SMAR - 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
1/31/20271,503384134597
1/31/20261,291-530131017
1/31/20251,122-202392589
10/31/20241,083-9221232N/A
7/31/20241,042-42171184N/A
4/30/20241,001-84159173N/A
1/31/2024958-105145158N/A
10/31/2023914-138105118N/A
7/31/2023867-14689101N/A
4/30/2023818-1755063N/A
1/31/2023767-2161024N/A
10/31/2022712-226-93N/A
7/31/2022657-223-113N/A
4/30/2022602-204-22-6N/A
1/31/2022551-171-21-4N/A
10/31/2021503-147-612N/A
7/31/2021458-142-89N/A
4/30/2021417-124-86N/A
1/31/2021386-115-27-16N/A
10/31/2020354-114-42-31N/A
7/31/2020327-111-36-25N/A
4/30/2020300-104-38-26N/A
1/31/2020271-96-23-11N/A
10/31/2019245-79-18-7N/A
7/31/2019220-66-18-5N/A
4/30/2019198-59-15-4N/A
1/31/2019178-54-12-3N/A
10/31/2018159-51-23-13N/A
7/31/2018141-46N/A-18N/A
4/30/2018125-61N/A-16N/A
1/31/2018111-54N/A-14N/A
10/31/201798-50N/A-8N/A
1/31/201767-15N/A0N/A
1/31/201641-14N/A-5N/A

アナリストによる今後の成長予測

収入対貯蓄率: SMARは今後 3 年間で収益性が向上すると予測されており、これは 貯蓄率 ( 2.6% ) よりも高い成長率であると考えられます。

収益対市場: SMAR今後 3 年間で収益性が向上すると予想されており、これは市場平均を上回る成長と考えられます。

高成長収益: SMAR今後 3 年以内に収益を上げることが予想されます。

収益対市場: SMARの収益 ( 14% ) 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: SMARの収益 ( 14% ) 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: SMARの 自己資本利益率 は、3年後には高くなると予測されています ( 32.1 %)

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2025/01/21 12:13
終値2025/01/21 00:00
収益2024/10/31
年間収益2024/01/31

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

Smartsheet Inc. 17 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
David HynesCanaccord Genuity
John DiFucciJefferies LLC
Brent ThillJefferies LLC