View Financial HealthThis company listing is no longer activeThis company may still be operating, however this listing is no longer active. Find out why through their latest events.See Latest EventsClearSale 배당 및 자사주 매입배당 기준 점검 0/6ClearSale 배당금을 지급한 기록이 없습니다.핵심 정보n/a배당 수익률n/a자사주 매입 수익률총 주주 수익률n/a미래 배당 수익률0%배당 성장률n/a다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향n/a최근 배당 및 자사주 매입 업데이트업데이트 없음모든 업데이트 보기Recent updates공지 • Apr 03+ 1 more updateSerasa S.A. completed the acquisition of ClearSale S.A. (BOVESPA:CLSA3) from Pedro Chiamulera, Verônica Allende Serra, Innova Global Tech Fundo de Investimento em Participações Multiestratégia, a fund managed by Modal Asset Management Ltda, Innova Capital S.A., Bernardo Carvalho Lustosa and other shareholders.Serasa S.A. executed the Merger Agreement to acquire ClearSale S.A. (BOVESPA:CLSA3) for approximately BRL 1.9 billion from Pedro Chiamulera, Verônica Allende Serra, Innova Global Tech Fundo de Investimento em Participações Multiestratégia, a fund managed by Modal Asset Management Ltda, Innova Capital S.A., Bernardo Carvalho Lustosa and other shareholders on October 3, 2024. As part of consideration, a price per share of BRL 10.56 is paid towards common equity of ClearSale S.A. The cost to Serasa Experian, net of cash and other closing conditions, amounts to a total of up to BRL 1.905 million ($350 million). Under the terms of the agreement, ClearSale's shareholders will be presented with the option to choose between a cash-based offer or a combination of cash and Experian Brazilian Depositary Receipts (BDRs). Serasa Experian will establish a Level I Brazilian Depositary Receipts (BDR) programme prior to completion of the transaction in order to facilitate the issuance of the BDRs to those ClearSale shareholders who elect to receive Experian BDRs, bank-issued certificates representing shares in Experian on a one-for-one basis for trade on the Brazilian stock exchange. Clear Sale and Serasa agreed to implement a business combination of Clear Sale and Serasa by means of the stock-for-stock merger of all of Clear Sale’s shares into Serasa, which will result in: (i) each of Clear Sale’s shares being exchanged for one new mandatorily redeemable preferred share of Serasa, with no par value (“Serasa Redeemable Shares”), according to the alternative chosen by each shareholder for each of its Clear Sale’s shares, as provided in the Merger Agreement; (ii) Clear Sale becoming a wholly owned subsidiary of Serasa, and (iii) the the compulsory and automatic redemption of all Serasa Redeemable Shares, with the consequent and immediate cancellation of all Serasa Redeemable Shares. The Controlling Shareholders holds 131,839,195 common shares of Clear Sale, representing 70,15% of the total issued and outstanding common shares of ClearSale. In the event of termination of the Merger Agreement, Serasa shall be subject to a non-compensatory penalty in an amount corresponding to BRL 100 million to be paid in favor of Clear Sale and the breaching Controlling Shareholders shall be subject, to a non compensatory penalty in an amount corresponding to BRL100 million to be paid in favor of Serasa. The acquisition of ClearSale extends our ID&F suite, adding transaction fraud detection to Experian plc's existing strengths in account opening and account takeover fraud prevention. ClearSale will add to our growth potential in Brazil and is a further step towards our ambition to provide comprehensive ID&F and credit risk solutions through our integrated platform. The deal is to be funded from a combination of Experian's existing cash resources and by the issuance of Brazilian Depositary Receipts. The acquisition is subject to certain conditions including Company Corporate Approval and Serasa Corporate Approval, the Voting Shareholders approval, regulatory review by the Brazilian Administrative Council for Economic Defense (CADE) and, if approved, will result in the security company being delisted from the stock exchange. The transaction is expected to conclude in the first half of calendar year 2025. In the first full fiscal year of ownership, Experian plc expect the acquisition to add revenues for ongoing activities of BRL 490 million and Benchmark EBITDA of BRL 130 million. The company's founder, Pedro Chiamulera, who holds 35% of the shares, signed a five-year non-compete agreement worth BRL 100 million and in addition, provide consulting services for the integration of operations with Serasa Experian. Btg Pactual Investment Banking Ltda. and Banco Itaú BBA S.A. acted as financial advisor and Fabiano Milani and Luciana Stracieri of Stocche, Forbes, Padis, Filizzola, Clapis Advogados acted as legal advisor to ClearSale. Iain Fenn and Rupert Cheyne of Linklaters LLP acted as legal advisor to Experian PLC. Sérgio Machado, Leonardo Batista and João Pedro Pizarro of Lefosse Advogados acted as legal advisor to Serasa S.A. Serasa S.A. completed the acquisition of ClearSale S.A. (BOVESPA:CLSA3) from Pedro Chiamulera, Verônica Allende Serra, Innova Global Tech Fundo de Investimento em Participações Multiestratégia, a fund managed by Modal Asset Management Ltda, Innova Capital S.A., Bernardo Carvalho Lustosa and other shareholders on April 1, 2025. All conditions have been satisfied.공지 • Apr 02ClearSale S.A.(BOVESPA:CLSA3) dropped from Brazil Small Cap IndexClearSale S.A. has been dropped from the Brazil Small Cap Index.Reported Earnings • Mar 25Full year 2024 earnings released: R$0.15 loss per share (vs R$0.15 loss in FY 2023)Full year 2024 results: R$0.15 loss per share (further deteriorated from R$0.15 loss in FY 2023). Revenue: R$474.6m (down 5.9% from FY 2023). Net loss: R$28.6m (loss widened 2.2% from FY 2023). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.공지 • Mar 15ClearSale S.A. to Report Q4, 2024 Results on Mar 25, 2025ClearSale S.A. announced that they will report Q4, 2024 results on Mar 25, 2025Reported Earnings • Nov 12Third quarter 2024 earnings released: R$0.054 loss per share (vs R$0.074 loss in 3Q 2023)Third quarter 2024 results: R$0.054 loss per share (improved from R$0.074 loss in 3Q 2023). Revenue: R$114.4m (down 4.1% from 3Q 2023). Net loss: R$10.3m (loss narrowed 26% from 3Q 2023). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.공지 • Oct 06Experian plc (LSE:EXPN) agreed to acquire ClearSale S.A. (BOVESPA:CLSA3) for approximately BRL 1.9 billion.Experian plc (LSE:EXPN) agreed to acquire ClearSale S.A. (BOVESPA:CLSA3) for approximately BRL 1.9 billion on October 4, 2024. As part of consideration, a price per share of BRL 10.56 is paid towards common equity of ClearSale S.A. The cost to Experian, net of cash and other closing conditions, amounts to a total of up to BRL 1.905 million ($350 million). Under the terms of the agreement, ClearSale's shareholders will be presented with the option to choose between a cash-based offer or a combination of cash and Experian Brazilian Depositary Receipts (BDRs). Experian will establish a Level I Brazilian Depositary Receipts (BDR) programme prior to completion of the transaction in order to facilitate the issuance of the BDRs to those ClearSale shareholders who elect to receive Experian BDRs, bank-issued certificates representing shares in Experian on a one-for-one basis for trade on the Brazilian stock exchange. The acquisition of ClearSale extends our ID&F suite, adding transaction fraud detection to Experian plc's existing strengths in account opening and account takeover fraud prevention. ClearSale will add to our growth potential in Brazil and is a further step towards our ambition to provide comprehensive ID&F and credit risk solutions through our integrated platform. The deal is to be funded from a combination of Experian's existing cash resources and by the issuance of Brazilian Depositary Receipts. The acquisition is subject to certain conditions including regulatory review by the Brazilian Administrative Council for Economic Defense (CADE) and anticipate will conclude in the first half of calendar year 2025. In the first full fiscal year of ownership, Experian plc expect the acquisition to add revenues for ongoing activities of BRL 490 million and Benchmark EBITDA of BRL 130 million.공지 • Sep 20ClearSale Announces Executive AppointmentsClearSale has announced Sarah Zilenovski as Chief Marketing Officer (CMO), Rodrigo Sanchez as Chief Sales Officer (CSO) and Leandro Bartolassi as Chief Operation Officer (COO). Bolstering its leadership structure and solidifying its market position, the promotion of these executives builds on the company's impressive trajectory this year. Sarah Zilenovski, who joined ClearSale in 2012 as a sales manager, has played a key role in developing global marketing strategies and contributing to the company’s international expansion. As CMO, she will lead product and institutional marketing teams and drive the public company’s growth objectives. Bringing over 15 years of industry experience, the last 4 spent with ClearSale, Rodrigo Sanchez will build on his role by shaping the company's sales strategies. In his new position, he will guide ClearSale toward a more agile structure designed to scale the brand through partnerships and alliances. Leandro Bartolassi will oversee the application fraud unit to drive the evolution of the company’s products and spearhead the launch of new solutions. His deep knowledge of fraud prevention in banks, fintechs and retail companies will serve as a foundation as he focuses on expanding into different markets.Reported Earnings • Aug 14Second quarter 2024 earnings released: R$0.057 loss per share (vs R$0.01 loss in 2Q 2023)Second quarter 2024 results: R$0.057 loss per share (further deteriorated from R$0.01 loss in 2Q 2023). Revenue: R$118.9m (down 6.1% from 2Q 2023). Net loss: R$10.8m (loss widened 476% from 2Q 2023). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 37% per year, which means it is significantly lagging earnings.공지 • Aug 14ClearSale Unveils Retail Fraud Prevention Tools in New Product PortfolioClearSale has announced a new portfolio of fraud prevention tools designed to meet the evolving needs of today's digital retail landscape. The newly launched suite, dubbed "Preventative Intel," introduces three powerful solutions: Instant Decision, Automatic Decision, and Complete Decision. These tools are available now, offering a comprehensive approach to fraud management that helps brands prevent, combat, and protect against fraudulent activities in an increasingly complex market. Developed to protect businesses from advancing fraud risks, ClearSale's new security tools integrate artificial intelligence with the world's largest in-house team to provide three tiers of decision-making, ranging from instant notifications to comprehensive analysis. These different levels strike a perfect balance between fast decision making and quality risk prevention. The new product portfolio includes: Instant Decision: Created for retailers selling digital goods, Instant Decision is a 100% outsourced solution that delivers decisions in real-time. With three layers of protection - AI model, fraud rules and ClearSale's global database - ecommerce businesses will know instantly if a fraud attempt has been made. Automatic Decision: Leveraging four layers of protections - enhanced AI models, fraud rules, ClearSale's global fraud database and external sources - Automatic Decisions identifies fraud in under one minute while still ensuring decisions and notifications are delivered with high accuracy. This completely outsourced solution is great for businesses selling physical goods with delivery or pickup an hour after purchase. Complete Decision: Complete Decision auto-approves valid orders, blocks fraud, and flags suspicious orders for analysis. Combining enhanced AI models, fraud rules and ClearSales's global fraud database, external sources and secondary review, this five-layer solution ensures the highest decision accuracy in fraud prevention and is great for merchants selling high-value goods that can be picked up or delivered 24 hours after purchase. These new solutions come at a time when recent data shows that consumers have growing concerns for protected online experiences, with 84% of consumers saying that an online store that doesn't protect them from fraud will lose their business. At the same time, it's a fine line for retailers to walk, wanting to meet positive experiences with security. While some businesses might want to prioritize a faster decision for better customer experiences, others, especially those with high-value transactions, might prefer a slower decision time with increased security. The new product portfolio allows ClearSale to meet ecommerces with solutions that match their needs.분석 기사 • Jul 16Is ClearSale (BVMF:CLSA3) Weighed On By Its Debt Load?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...Reported Earnings • May 15First quarter 2024 earnings released: R$0.046 loss per share (vs R$0.093 loss in 1Q 2023)First quarter 2024 results: R$0.046 loss per share (improved from R$0.093 loss in 1Q 2023). Revenue: R$111.6m (down 10% from 1Q 2023). Net loss: R$8.68m (loss narrowed 50% from 1Q 2023).New Risk • Apr 08New major risk - Revenue and earnings growthEarnings have declined by 33% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 33% per year over the past 5 years.분석 기사 • Apr 02ClearSale S.A. (BVMF:CLSA3) Surges 46% Yet Its Low P/S Is No Reason For ExcitementThe ClearSale S.A. ( BVMF:CLSA3 ) share price has done very well over the last month, posting an excellent gain of 46...Reported Earnings • Mar 27Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: R$0.15 loss per share (improved from R$0.20 loss in FY 2022). Revenue: R$504.1m (down 1.1% from FY 2022). Net loss: R$28.0m (loss narrowed 24% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 40%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Global Software industry.분석 기사 • Mar 24Is ClearSale (BVMF:CLSA3) Using Debt Sensibly?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Feb 17ClearSale S.A. (BVMF:CLSA3) Surges 28% Yet Its Low P/S Is No Reason For ExcitementThose holding ClearSale S.A. ( BVMF:CLSA3 ) shares would be relieved that the share price has rebounded 28% in the last...New Risk • Feb 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Brazilian stocks, typically moving 8.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.분석 기사 • Jan 03Take Care Before Diving Into The Deep End On ClearSale S.A. (BVMF:CLSA3)You may think that with a price-to-sales (or "P/S") ratio of 1.3x ClearSale S.A. ( BVMF:CLSA3 ) is a stock worth...공지 • Dec 29ClearSale S.A.(BOVESPA:CLSA3) dropped from Brazil Small Cap IndexClearSale S.A. has been dropped from Brazil Small Cap IndexReported Earnings • Nov 17Third quarter 2023 earnings released: R$0.073 loss per share (vs R$0.014 profit in 3Q 2022)Third quarter 2023 results: R$0.073 loss per share (down from R$0.014 profit in 3Q 2022). Revenue: R$119.3m (down 8.4% from 3Q 2022). Net loss: R$13.9m (down R$16.5m from profit in 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry.분석 기사 • Sep 29Time To Worry? Analysts Just Downgraded Their ClearSale S.A. (BVMF:CLSA3) OutlookToday is shaping up negative for ClearSale S.A. ( BVMF:CLSA3 ) shareholders, with the analysts delivering a substantial...Reported Earnings • Aug 17Second quarter 2023 earnings: Revenues miss analyst expectationsSecond quarter 2023 results: Revenue: R$126.6m (up 2.8% from 2Q 2022). Net loss: R$1.87m (loss narrowed 66% from 2Q 2022). Revenue missed analyst estimates by 2.7%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry.공지 • Aug 02ClearSale Launches Brand Protection to Stop Phishing, Fake Accounts, and Counterfeit ProductsClearSale announced the launch of its new Brand Protection platform. Brand Protection by ClearSale uses AI and digital intelligence to continuously scan for and report brand impersonation attacks such as fake social profiles, ads, and websites; counterfeit products; and phishing attacks. Impersonation scams have created losses of more than $6 billion over the past five years, and in early 2022, 15% of all phishing emails impersonated brands, according to Abnormal Security. Because it’s so easy for scammers to create fake accounts on social, email, and marketplace platforms, impersonation is a vast and unending challenge for many high-profile retailers and brands. Brand impersonation attacks that go unchecked can damage a company’s reputation among good customers and drive customer churn. For example, phishing attacks that impersonate brands to steal customers’ credentials can lead to account takeover and CNP fraud against retailers. In ClearSale’s 2022 State of Consumer Attitudes on Ecommerce, Fraud & CX international survey, 83% of online consumers said they would boycott an ecommerce site after a fraud experience there. Such fraud attacks can also result in costly, reputation-damaging fines for noncompliance with data privacy regulations.Brand Protection by ClearSale scans the web and social media using brands’ names, logos, products, and other data to identify impostor websites and URLs, apps, social media profiles and pages, digital ads, marketplace profiles, and fake products. One retailer using the brand protection platform was able to detect more than 2,200 impostor social media profiles and had 99.9% of them taken down within 24 hours. Brand Protection by ClearSale sets itself apart from other brand impersonation solutions with its plug-and-play platform, unlimited user access, personalized in-platform support, and transparent pricing based on digital brand exposure, making it a solution of choice for both security and ecommerce teams.New Risk • Jul 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Brazilian stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Price Target Changed • Jun 22Price target increased by 7.3% to R$16.25Up from R$15.15, the current price target is an average from 4 analysts. New target price is 124% above last closing price of R$7.27. Stock is up 74% over the past year. The company is forecast to post earnings per share of R$0.08 next year compared to a net loss per share of R$0.20 last year.공지 • May 18ClearSale Names Eduardo Mônaco as New CEOClearSale has just announced its placement of a new CEO. Eduardo Mônaco, previously in the position of President-Director, will replace Bernardo Lustosa, who held the CEO position for the past five years. The change comes as part of a planned succession process, marking an evolutionary stage of development for the company. Lustosa will continue his involvement with ClearSale as shareholder and advisor. After nearly four years leading the company as COO with a focus on the Analytics IT, Products, Open Innovation, Customer Success, and Data teams, Mônaco assumed the position of President-Director at the end of last year. He boasts a strong track record, having spearheaded many successful strategic projects and operational development. Mônaco began his career at some of the Brazilian retailers and ecommerce companies, structuring departments and heading up projects that delivered operational excellence and elevated customer experiences. In this new role, he will lead the next stage of ClearSale’s evolution with a focus on nurturing innovation, risk mapping, and leveraging opportunities. Elected as one of Brazil's top 100 super CEOs, Bernardo Lustosa started as a partner at ClearSale in 2008 and assumed the CEO position in 2018. Lustosa's leadership brought about a leap in capacity, organization, and scalability. In 2021, Lustosa contributed to the successful IPO of ClearSale on B3. With the transition between executives, Lustosa now holds the position of shareholder and advisor.Price Target Changed • May 17Price target increased by 20% to R$18.53Up from R$15.50, the current price target is an average from 3 analysts. New target price is 211% above last closing price of R$5.95. Stock is up 45% over the past year. The company is forecast to post earnings per share of R$0.21 next year compared to a net loss per share of R$0.20 last year.Reported Earnings • May 17First quarter 2023 earnings released: R$0.093 loss per share (vs R$0.22 loss in 1Q 2022)First quarter 2023 results: R$0.093 loss per share (improved from R$0.22 loss in 1Q 2022). Revenue: R$124.6m (up 18% from 1Q 2022). Net loss: R$17.4m (loss narrowed 56% from 1Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry.Reported Earnings • Mar 29Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: R$0.20 loss per share (improved from R$0.44 loss in FY 2021). Revenue: R$509.6m (up 11% from FY 2021). Net loss: R$37.1m (loss narrowed 50% from FY 2021). Revenue missed analyst estimates by 4.2%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry.분석 기사 • Dec 15ClearSale S.A. (BVMF:CLSA3) Analysts Just Slashed Next Year's Revenue Estimates By 15%The latest analyst coverage could presage a bad day for ClearSale S.A. ( BVMF:CLSA3 ), with the analysts making...Price Target Changed • Dec 13Price target decreased to R$15.50Down from R$21.00, the current price target is an average from 4 analysts. New target price is 199% above last closing price of R$5.18. Stock is down 33% over the past year. The company is forecast to post earnings per share of R$0.08 next year compared to a net loss per share of R$0.44 last year.Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: R$0.014 (vs R$0.26 loss in 3Q 2021)Third quarter 2022 results: EPS: R$0.014 (up from R$0.26 loss in 3Q 2021). Revenue: R$130.2m (up 12% from 3Q 2021). Net income: R$2.56m (up R$47.8m from 3Q 2021). Profit margin: 2.0% (up from net loss in 3Q 2021). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry.Reported Earnings • Aug 17Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: R$0.03 loss per share (down from R$0.008 profit in 2Q 2021). Revenue: R$123.1m (up 9.7% from 2Q 2021). Net loss: R$5.55m (down R$6.84m from profit in 2Q 2021). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 100%. Over the next year, revenue is forecast to grow 57%, compared to a 19% growth forecast for the Software industry in Brazil.Reported Earnings • May 19First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: R$0.21 loss per share (down from R$0.089 profit in 1Q 2021). Revenue: R$105.4m (up 7.6% from 1Q 2021). Net loss: R$39.3m (down 385% from profit in 1Q 2021). Revenue missed analyst estimates by 15%. Earnings per share (EPS) exceeded analyst estimates by 100%. Over the next year, revenue is forecast to grow 52%, compared to a 20% growth forecast for the industry in Brazil.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Chairman & President Pedro Chiamulera was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.공지 • Apr 07ClearSale Appoints Jeff Mayorga as Enterprise Account ExecutiveClearSale announced that seasoned technology and retail veteran Jeff Mayorga has joined the team as Enterprise Account Executive. Jeff will help to expand ClearSale’s footprint in the international market with enterprise ecommerce merchants and foster deeper client relationships as the company continues its growth trajectory since its successful IPO last summer. Jeff’s background in enterprise account management in technology is extensive. He spent nearly 10 years at Oracle NetSuite, seven of which were focused on the retail space. Jeff has also spent time supporting enterprise accounts at industry leaders like Salesforce, Marketo, and Signifyd. With a drive to help retailers fend off fraud and a curiosity that inspires his love of learning new technologies, Jeff joined ClearSale because of its position as a best-in-breed solution and its potential within the US and international markets.Reported Earnings • Mar 29Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: R$0.44 loss per share (down from R$0.20 profit in FY 2020). Revenue: R$457.5m (up 32% from FY 2020). Net loss: R$74.5m (down 345% from profit in FY 2020). Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 37%, compared to a 47% growth forecast for the industry in Brazil.공지 • Jan 20ClearSale S.A. (BOVESPA:CLSA3) acquired Beta Learning Consultoria e Desenvolvimento de Software LTDA for $11.5 Million.ClearSale S.A. (BOVESPA:CLSA3) acquired Beta Learning Consultoria e Desenvolvimento de Software LTDA for $11.5 Million on January 19, 2022. ClearSale S.A. (BOVESPA:CLSA3) completed the acquisition of Beta Learning Consultoria e Desenvolvimento de Software LTDA on January 19, 2022.Reported Earnings • Nov 20Third quarter 2021 earnings released: R$0.29 loss per shareThe company reported a soft third quarter result with weaker control over costs, although losses were stable and revenues were flat. Third quarter 2021 results: Revenue: R$116.2m (flat on 3Q 2020). Net loss: R$45.2m (flat on 3Q 2020).지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 과거에 CLSA3 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.배당금 증가: CLSA3 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.배당 수익률 vs 시장ClearSale 배당 수익률 vs 시장CLSA3의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (CLSA3)n/a시장 하위 25% (BR)3.4%시장 상위 25% (BR)11.7%업계 평균 (Software)1.0%분석가 예측 (CLSA3) (최대 3년)0%주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 CLSA3 의 배당 수익률을 평가할 수 없습니다.고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 CLSA3 의 배당 수익률을 평가할 수 없습니다.주주 대상 이익 배당수익 보장: 배당금 지급이 수익으로 충당되는지 확인하기 위해 CLSA3 의 지급 비율을 계산하기에는 데이터가 부족합니다.주주 현금 배당현금 흐름 범위: CLSA3 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YBR 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2025/04/03 14:23종가2025/04/01 00:00수익2024/12/31연간 수익2024/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스ClearSale S.A.는 2명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Flavio YoshidaBofA Global ResearchEnrico TrottaItau BBA
공지 • Apr 03+ 1 more updateSerasa S.A. completed the acquisition of ClearSale S.A. (BOVESPA:CLSA3) from Pedro Chiamulera, Verônica Allende Serra, Innova Global Tech Fundo de Investimento em Participações Multiestratégia, a fund managed by Modal Asset Management Ltda, Innova Capital S.A., Bernardo Carvalho Lustosa and other shareholders.Serasa S.A. executed the Merger Agreement to acquire ClearSale S.A. (BOVESPA:CLSA3) for approximately BRL 1.9 billion from Pedro Chiamulera, Verônica Allende Serra, Innova Global Tech Fundo de Investimento em Participações Multiestratégia, a fund managed by Modal Asset Management Ltda, Innova Capital S.A., Bernardo Carvalho Lustosa and other shareholders on October 3, 2024. As part of consideration, a price per share of BRL 10.56 is paid towards common equity of ClearSale S.A. The cost to Serasa Experian, net of cash and other closing conditions, amounts to a total of up to BRL 1.905 million ($350 million). Under the terms of the agreement, ClearSale's shareholders will be presented with the option to choose between a cash-based offer or a combination of cash and Experian Brazilian Depositary Receipts (BDRs). Serasa Experian will establish a Level I Brazilian Depositary Receipts (BDR) programme prior to completion of the transaction in order to facilitate the issuance of the BDRs to those ClearSale shareholders who elect to receive Experian BDRs, bank-issued certificates representing shares in Experian on a one-for-one basis for trade on the Brazilian stock exchange. Clear Sale and Serasa agreed to implement a business combination of Clear Sale and Serasa by means of the stock-for-stock merger of all of Clear Sale’s shares into Serasa, which will result in: (i) each of Clear Sale’s shares being exchanged for one new mandatorily redeemable preferred share of Serasa, with no par value (“Serasa Redeemable Shares”), according to the alternative chosen by each shareholder for each of its Clear Sale’s shares, as provided in the Merger Agreement; (ii) Clear Sale becoming a wholly owned subsidiary of Serasa, and (iii) the the compulsory and automatic redemption of all Serasa Redeemable Shares, with the consequent and immediate cancellation of all Serasa Redeemable Shares. The Controlling Shareholders holds 131,839,195 common shares of Clear Sale, representing 70,15% of the total issued and outstanding common shares of ClearSale. In the event of termination of the Merger Agreement, Serasa shall be subject to a non-compensatory penalty in an amount corresponding to BRL 100 million to be paid in favor of Clear Sale and the breaching Controlling Shareholders shall be subject, to a non compensatory penalty in an amount corresponding to BRL100 million to be paid in favor of Serasa. The acquisition of ClearSale extends our ID&F suite, adding transaction fraud detection to Experian plc's existing strengths in account opening and account takeover fraud prevention. ClearSale will add to our growth potential in Brazil and is a further step towards our ambition to provide comprehensive ID&F and credit risk solutions through our integrated platform. The deal is to be funded from a combination of Experian's existing cash resources and by the issuance of Brazilian Depositary Receipts. The acquisition is subject to certain conditions including Company Corporate Approval and Serasa Corporate Approval, the Voting Shareholders approval, regulatory review by the Brazilian Administrative Council for Economic Defense (CADE) and, if approved, will result in the security company being delisted from the stock exchange. The transaction is expected to conclude in the first half of calendar year 2025. In the first full fiscal year of ownership, Experian plc expect the acquisition to add revenues for ongoing activities of BRL 490 million and Benchmark EBITDA of BRL 130 million. The company's founder, Pedro Chiamulera, who holds 35% of the shares, signed a five-year non-compete agreement worth BRL 100 million and in addition, provide consulting services for the integration of operations with Serasa Experian. Btg Pactual Investment Banking Ltda. and Banco Itaú BBA S.A. acted as financial advisor and Fabiano Milani and Luciana Stracieri of Stocche, Forbes, Padis, Filizzola, Clapis Advogados acted as legal advisor to ClearSale. Iain Fenn and Rupert Cheyne of Linklaters LLP acted as legal advisor to Experian PLC. Sérgio Machado, Leonardo Batista and João Pedro Pizarro of Lefosse Advogados acted as legal advisor to Serasa S.A. Serasa S.A. completed the acquisition of ClearSale S.A. (BOVESPA:CLSA3) from Pedro Chiamulera, Verônica Allende Serra, Innova Global Tech Fundo de Investimento em Participações Multiestratégia, a fund managed by Modal Asset Management Ltda, Innova Capital S.A., Bernardo Carvalho Lustosa and other shareholders on April 1, 2025. All conditions have been satisfied.
공지 • Apr 02ClearSale S.A.(BOVESPA:CLSA3) dropped from Brazil Small Cap IndexClearSale S.A. has been dropped from the Brazil Small Cap Index.
Reported Earnings • Mar 25Full year 2024 earnings released: R$0.15 loss per share (vs R$0.15 loss in FY 2023)Full year 2024 results: R$0.15 loss per share (further deteriorated from R$0.15 loss in FY 2023). Revenue: R$474.6m (down 5.9% from FY 2023). Net loss: R$28.6m (loss widened 2.2% from FY 2023). Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
공지 • Mar 15ClearSale S.A. to Report Q4, 2024 Results on Mar 25, 2025ClearSale S.A. announced that they will report Q4, 2024 results on Mar 25, 2025
Reported Earnings • Nov 12Third quarter 2024 earnings released: R$0.054 loss per share (vs R$0.074 loss in 3Q 2023)Third quarter 2024 results: R$0.054 loss per share (improved from R$0.074 loss in 3Q 2023). Revenue: R$114.4m (down 4.1% from 3Q 2023). Net loss: R$10.3m (loss narrowed 26% from 3Q 2023). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 17% per year, which means it is significantly lagging earnings.
공지 • Oct 06Experian plc (LSE:EXPN) agreed to acquire ClearSale S.A. (BOVESPA:CLSA3) for approximately BRL 1.9 billion.Experian plc (LSE:EXPN) agreed to acquire ClearSale S.A. (BOVESPA:CLSA3) for approximately BRL 1.9 billion on October 4, 2024. As part of consideration, a price per share of BRL 10.56 is paid towards common equity of ClearSale S.A. The cost to Experian, net of cash and other closing conditions, amounts to a total of up to BRL 1.905 million ($350 million). Under the terms of the agreement, ClearSale's shareholders will be presented with the option to choose between a cash-based offer or a combination of cash and Experian Brazilian Depositary Receipts (BDRs). Experian will establish a Level I Brazilian Depositary Receipts (BDR) programme prior to completion of the transaction in order to facilitate the issuance of the BDRs to those ClearSale shareholders who elect to receive Experian BDRs, bank-issued certificates representing shares in Experian on a one-for-one basis for trade on the Brazilian stock exchange. The acquisition of ClearSale extends our ID&F suite, adding transaction fraud detection to Experian plc's existing strengths in account opening and account takeover fraud prevention. ClearSale will add to our growth potential in Brazil and is a further step towards our ambition to provide comprehensive ID&F and credit risk solutions through our integrated platform. The deal is to be funded from a combination of Experian's existing cash resources and by the issuance of Brazilian Depositary Receipts. The acquisition is subject to certain conditions including regulatory review by the Brazilian Administrative Council for Economic Defense (CADE) and anticipate will conclude in the first half of calendar year 2025. In the first full fiscal year of ownership, Experian plc expect the acquisition to add revenues for ongoing activities of BRL 490 million and Benchmark EBITDA of BRL 130 million.
공지 • Sep 20ClearSale Announces Executive AppointmentsClearSale has announced Sarah Zilenovski as Chief Marketing Officer (CMO), Rodrigo Sanchez as Chief Sales Officer (CSO) and Leandro Bartolassi as Chief Operation Officer (COO). Bolstering its leadership structure and solidifying its market position, the promotion of these executives builds on the company's impressive trajectory this year. Sarah Zilenovski, who joined ClearSale in 2012 as a sales manager, has played a key role in developing global marketing strategies and contributing to the company’s international expansion. As CMO, she will lead product and institutional marketing teams and drive the public company’s growth objectives. Bringing over 15 years of industry experience, the last 4 spent with ClearSale, Rodrigo Sanchez will build on his role by shaping the company's sales strategies. In his new position, he will guide ClearSale toward a more agile structure designed to scale the brand through partnerships and alliances. Leandro Bartolassi will oversee the application fraud unit to drive the evolution of the company’s products and spearhead the launch of new solutions. His deep knowledge of fraud prevention in banks, fintechs and retail companies will serve as a foundation as he focuses on expanding into different markets.
Reported Earnings • Aug 14Second quarter 2024 earnings released: R$0.057 loss per share (vs R$0.01 loss in 2Q 2023)Second quarter 2024 results: R$0.057 loss per share (further deteriorated from R$0.01 loss in 2Q 2023). Revenue: R$118.9m (down 6.1% from 2Q 2023). Net loss: R$10.8m (loss widened 476% from 2Q 2023). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 37% per year, which means it is significantly lagging earnings.
공지 • Aug 14ClearSale Unveils Retail Fraud Prevention Tools in New Product PortfolioClearSale has announced a new portfolio of fraud prevention tools designed to meet the evolving needs of today's digital retail landscape. The newly launched suite, dubbed "Preventative Intel," introduces three powerful solutions: Instant Decision, Automatic Decision, and Complete Decision. These tools are available now, offering a comprehensive approach to fraud management that helps brands prevent, combat, and protect against fraudulent activities in an increasingly complex market. Developed to protect businesses from advancing fraud risks, ClearSale's new security tools integrate artificial intelligence with the world's largest in-house team to provide three tiers of decision-making, ranging from instant notifications to comprehensive analysis. These different levels strike a perfect balance between fast decision making and quality risk prevention. The new product portfolio includes: Instant Decision: Created for retailers selling digital goods, Instant Decision is a 100% outsourced solution that delivers decisions in real-time. With three layers of protection - AI model, fraud rules and ClearSale's global database - ecommerce businesses will know instantly if a fraud attempt has been made. Automatic Decision: Leveraging four layers of protections - enhanced AI models, fraud rules, ClearSale's global fraud database and external sources - Automatic Decisions identifies fraud in under one minute while still ensuring decisions and notifications are delivered with high accuracy. This completely outsourced solution is great for businesses selling physical goods with delivery or pickup an hour after purchase. Complete Decision: Complete Decision auto-approves valid orders, blocks fraud, and flags suspicious orders for analysis. Combining enhanced AI models, fraud rules and ClearSales's global fraud database, external sources and secondary review, this five-layer solution ensures the highest decision accuracy in fraud prevention and is great for merchants selling high-value goods that can be picked up or delivered 24 hours after purchase. These new solutions come at a time when recent data shows that consumers have growing concerns for protected online experiences, with 84% of consumers saying that an online store that doesn't protect them from fraud will lose their business. At the same time, it's a fine line for retailers to walk, wanting to meet positive experiences with security. While some businesses might want to prioritize a faster decision for better customer experiences, others, especially those with high-value transactions, might prefer a slower decision time with increased security. The new product portfolio allows ClearSale to meet ecommerces with solutions that match their needs.
분석 기사 • Jul 16Is ClearSale (BVMF:CLSA3) Weighed On By Its Debt Load?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
Reported Earnings • May 15First quarter 2024 earnings released: R$0.046 loss per share (vs R$0.093 loss in 1Q 2023)First quarter 2024 results: R$0.046 loss per share (improved from R$0.093 loss in 1Q 2023). Revenue: R$111.6m (down 10% from 1Q 2023). Net loss: R$8.68m (loss narrowed 50% from 1Q 2023).
New Risk • Apr 08New major risk - Revenue and earnings growthEarnings have declined by 33% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (10% average weekly change). Earnings have declined by 33% per year over the past 5 years.
분석 기사 • Apr 02ClearSale S.A. (BVMF:CLSA3) Surges 46% Yet Its Low P/S Is No Reason For ExcitementThe ClearSale S.A. ( BVMF:CLSA3 ) share price has done very well over the last month, posting an excellent gain of 46...
Reported Earnings • Mar 27Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: R$0.15 loss per share (improved from R$0.20 loss in FY 2022). Revenue: R$504.1m (down 1.1% from FY 2022). Net loss: R$28.0m (loss narrowed 24% from FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 40%. Revenue is forecast to grow 16% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Global Software industry.
분석 기사 • Mar 24Is ClearSale (BVMF:CLSA3) Using Debt Sensibly?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 • Feb 17ClearSale S.A. (BVMF:CLSA3) Surges 28% Yet Its Low P/S Is No Reason For ExcitementThose holding ClearSale S.A. ( BVMF:CLSA3 ) shares would be relieved that the share price has rebounded 28% in the last...
New Risk • Feb 03New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Brazilian stocks, typically moving 8.8% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
분석 기사 • Jan 03Take Care Before Diving Into The Deep End On ClearSale S.A. (BVMF:CLSA3)You may think that with a price-to-sales (or "P/S") ratio of 1.3x ClearSale S.A. ( BVMF:CLSA3 ) is a stock worth...
공지 • Dec 29ClearSale S.A.(BOVESPA:CLSA3) dropped from Brazil Small Cap IndexClearSale S.A. has been dropped from Brazil Small Cap Index
Reported Earnings • Nov 17Third quarter 2023 earnings released: R$0.073 loss per share (vs R$0.014 profit in 3Q 2022)Third quarter 2023 results: R$0.073 loss per share (down from R$0.014 profit in 3Q 2022). Revenue: R$119.3m (down 8.4% from 3Q 2022). Net loss: R$13.9m (down R$16.5m from profit in 3Q 2022). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry.
분석 기사 • Sep 29Time To Worry? Analysts Just Downgraded Their ClearSale S.A. (BVMF:CLSA3) OutlookToday is shaping up negative for ClearSale S.A. ( BVMF:CLSA3 ) shareholders, with the analysts delivering a substantial...
Reported Earnings • Aug 17Second quarter 2023 earnings: Revenues miss analyst expectationsSecond quarter 2023 results: Revenue: R$126.6m (up 2.8% from 2Q 2022). Net loss: R$1.87m (loss narrowed 66% from 2Q 2022). Revenue missed analyst estimates by 2.7%. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry.
공지 • Aug 02ClearSale Launches Brand Protection to Stop Phishing, Fake Accounts, and Counterfeit ProductsClearSale announced the launch of its new Brand Protection platform. Brand Protection by ClearSale uses AI and digital intelligence to continuously scan for and report brand impersonation attacks such as fake social profiles, ads, and websites; counterfeit products; and phishing attacks. Impersonation scams have created losses of more than $6 billion over the past five years, and in early 2022, 15% of all phishing emails impersonated brands, according to Abnormal Security. Because it’s so easy for scammers to create fake accounts on social, email, and marketplace platforms, impersonation is a vast and unending challenge for many high-profile retailers and brands. Brand impersonation attacks that go unchecked can damage a company’s reputation among good customers and drive customer churn. For example, phishing attacks that impersonate brands to steal customers’ credentials can lead to account takeover and CNP fraud against retailers. In ClearSale’s 2022 State of Consumer Attitudes on Ecommerce, Fraud & CX international survey, 83% of online consumers said they would boycott an ecommerce site after a fraud experience there. Such fraud attacks can also result in costly, reputation-damaging fines for noncompliance with data privacy regulations.Brand Protection by ClearSale scans the web and social media using brands’ names, logos, products, and other data to identify impostor websites and URLs, apps, social media profiles and pages, digital ads, marketplace profiles, and fake products. One retailer using the brand protection platform was able to detect more than 2,200 impostor social media profiles and had 99.9% of them taken down within 24 hours. Brand Protection by ClearSale sets itself apart from other brand impersonation solutions with its plug-and-play platform, unlimited user access, personalized in-platform support, and transparent pricing based on digital brand exposure, making it a solution of choice for both security and ecommerce teams.
New Risk • Jul 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Brazilian stocks, typically moving 7.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Price Target Changed • Jun 22Price target increased by 7.3% to R$16.25Up from R$15.15, the current price target is an average from 4 analysts. New target price is 124% above last closing price of R$7.27. Stock is up 74% over the past year. The company is forecast to post earnings per share of R$0.08 next year compared to a net loss per share of R$0.20 last year.
공지 • May 18ClearSale Names Eduardo Mônaco as New CEOClearSale has just announced its placement of a new CEO. Eduardo Mônaco, previously in the position of President-Director, will replace Bernardo Lustosa, who held the CEO position for the past five years. The change comes as part of a planned succession process, marking an evolutionary stage of development for the company. Lustosa will continue his involvement with ClearSale as shareholder and advisor. After nearly four years leading the company as COO with a focus on the Analytics IT, Products, Open Innovation, Customer Success, and Data teams, Mônaco assumed the position of President-Director at the end of last year. He boasts a strong track record, having spearheaded many successful strategic projects and operational development. Mônaco began his career at some of the Brazilian retailers and ecommerce companies, structuring departments and heading up projects that delivered operational excellence and elevated customer experiences. In this new role, he will lead the next stage of ClearSale’s evolution with a focus on nurturing innovation, risk mapping, and leveraging opportunities. Elected as one of Brazil's top 100 super CEOs, Bernardo Lustosa started as a partner at ClearSale in 2008 and assumed the CEO position in 2018. Lustosa's leadership brought about a leap in capacity, organization, and scalability. In 2021, Lustosa contributed to the successful IPO of ClearSale on B3. With the transition between executives, Lustosa now holds the position of shareholder and advisor.
Price Target Changed • May 17Price target increased by 20% to R$18.53Up from R$15.50, the current price target is an average from 3 analysts. New target price is 211% above last closing price of R$5.95. Stock is up 45% over the past year. The company is forecast to post earnings per share of R$0.21 next year compared to a net loss per share of R$0.20 last year.
Reported Earnings • May 17First quarter 2023 earnings released: R$0.093 loss per share (vs R$0.22 loss in 1Q 2022)First quarter 2023 results: R$0.093 loss per share (improved from R$0.22 loss in 1Q 2022). Revenue: R$124.6m (up 18% from 1Q 2022). Net loss: R$17.4m (loss narrowed 56% from 1Q 2022). Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry.
Reported Earnings • Mar 29Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: R$0.20 loss per share (improved from R$0.44 loss in FY 2021). Revenue: R$509.6m (up 11% from FY 2021). Net loss: R$37.1m (loss narrowed 50% from FY 2021). Revenue missed analyst estimates by 4.2%. Earnings per share (EPS) also missed analyst estimates by 16%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Software industry.
분석 기사 • Dec 15ClearSale S.A. (BVMF:CLSA3) Analysts Just Slashed Next Year's Revenue Estimates By 15%The latest analyst coverage could presage a bad day for ClearSale S.A. ( BVMF:CLSA3 ), with the analysts making...
Price Target Changed • Dec 13Price target decreased to R$15.50Down from R$21.00, the current price target is an average from 4 analysts. New target price is 199% above last closing price of R$5.18. Stock is down 33% over the past year. The company is forecast to post earnings per share of R$0.08 next year compared to a net loss per share of R$0.44 last year.
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: R$0.014 (vs R$0.26 loss in 3Q 2021)Third quarter 2022 results: EPS: R$0.014 (up from R$0.26 loss in 3Q 2021). Revenue: R$130.2m (up 12% from 3Q 2021). Net income: R$2.56m (up R$47.8m from 3Q 2021). Profit margin: 2.0% (up from net loss in 3Q 2021). Revenue is forecast to grow 31% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Global Software industry.
Reported Earnings • Aug 17Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2022 results: R$0.03 loss per share (down from R$0.008 profit in 2Q 2021). Revenue: R$123.1m (up 9.7% from 2Q 2021). Net loss: R$5.55m (down R$6.84m from profit in 2Q 2021). Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) exceeded analyst estimates by 100%. Over the next year, revenue is forecast to grow 57%, compared to a 19% growth forecast for the Software industry in Brazil.
Reported Earnings • May 19First quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2022 results: R$0.21 loss per share (down from R$0.089 profit in 1Q 2021). Revenue: R$105.4m (up 7.6% from 1Q 2021). Net loss: R$39.3m (down 385% from profit in 1Q 2021). Revenue missed analyst estimates by 15%. Earnings per share (EPS) exceeded analyst estimates by 100%. Over the next year, revenue is forecast to grow 52%, compared to a 20% growth forecast for the industry in Brazil.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. No highly experienced directors. Chairman & President Pedro Chiamulera was the last director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
공지 • Apr 07ClearSale Appoints Jeff Mayorga as Enterprise Account ExecutiveClearSale announced that seasoned technology and retail veteran Jeff Mayorga has joined the team as Enterprise Account Executive. Jeff will help to expand ClearSale’s footprint in the international market with enterprise ecommerce merchants and foster deeper client relationships as the company continues its growth trajectory since its successful IPO last summer. Jeff’s background in enterprise account management in technology is extensive. He spent nearly 10 years at Oracle NetSuite, seven of which were focused on the retail space. Jeff has also spent time supporting enterprise accounts at industry leaders like Salesforce, Marketo, and Signifyd. With a drive to help retailers fend off fraud and a curiosity that inspires his love of learning new technologies, Jeff joined ClearSale because of its position as a best-in-breed solution and its potential within the US and international markets.
Reported Earnings • Mar 29Full year 2021 earnings: EPS and revenues miss analyst expectationsFull year 2021 results: R$0.44 loss per share (down from R$0.20 profit in FY 2020). Revenue: R$457.5m (up 32% from FY 2020). Net loss: R$74.5m (down 345% from profit in FY 2020). Revenue missed analyst estimates by 3.6%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to grow 37%, compared to a 47% growth forecast for the industry in Brazil.
공지 • Jan 20ClearSale S.A. (BOVESPA:CLSA3) acquired Beta Learning Consultoria e Desenvolvimento de Software LTDA for $11.5 Million.ClearSale S.A. (BOVESPA:CLSA3) acquired Beta Learning Consultoria e Desenvolvimento de Software LTDA for $11.5 Million on January 19, 2022. ClearSale S.A. (BOVESPA:CLSA3) completed the acquisition of Beta Learning Consultoria e Desenvolvimento de Software LTDA on January 19, 2022.
Reported Earnings • Nov 20Third quarter 2021 earnings released: R$0.29 loss per shareThe company reported a soft third quarter result with weaker control over costs, although losses were stable and revenues were flat. Third quarter 2021 results: Revenue: R$116.2m (flat on 3Q 2020). Net loss: R$45.2m (flat on 3Q 2020).