Thinkific Labs Inc.

TSX:THNC 주식 리포트

시가총액: CA$92.6m

Thinkific Labs 경영진

경영진 기준 점검 1/4

Thinkific Labs CEO는 Greg Smith, Apr2012 에 임명되었습니다 의 임기는 14.08 년입니다. 총 연간 보상은 $301.27K, 86.7% 급여 및 13.3% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 CA$27.66M 가치에 해당하는 회사 주식의 29.88% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 1.1 년과 1.7 년입니다.

핵심 정보

Greg Smith

최고경영자

US$301.3k

총 보수

CEO 급여 비율86.73%
CEO 재임 기간14.1yrs
CEO 지분 보유율29.9%
경영진 평균 재임 기간1.1yrs
이사회 평균 재임 기간1.7yrs

최근 경영진 업데이트

분석 기사 Jun 13

Shareholders Will Probably Hold Off On Increasing Thinkific Labs Inc.'s (TSE:THNC) CEO Compensation For The Time Being

Key Insights Thinkific Labs will host its Annual General Meeting on 20th of June Total pay for CEO Greg Smith includes...

Recent updates

내러티브 업데이트 Apr 22

THNC: Enterprise Shift And Buybacks Will Support Future Rerating

Narrative Update on Thinkific Labs The consolidated analyst price target for Thinkific Labs has moved lower by CA$0.25 to CA$2.25, as analysts cite reduced visibility from the shift toward higher value enterprise customers and weaker EBITDA margin guidance, with growth reacceleration now expected later in the year. Analyst Commentary Recent research updates signal a more cautious stance on Thinkific Labs, with lower price targets and a shift in ratings that reflect both execution risk around the upmarket transition and questions around near term profitability.
내러티브 업데이트 Apr 07

THNC: Enterprise Shift And H2 Reacceleration Expectations May Support Upside Potential

Narrative Update Analysts have cut their average price targets on Thinkific Labs to a range of about CA$2 to CA$2.25, reflecting caution around the company's transition toward higher-value enterprise customers and its weaker EBITDA margin guidance. Analyst Commentary Recent Street research on Thinkific Labs points to a more cautious stance, with price targets reset to around CA$2 to CA$2.25 and ratings moved to Neutral or Hold.
내러티브 업데이트 Mar 24

THNC: Upmarket Enterprise Focus And Buybacks Will Support Future Repricing

Analysts have trimmed their average price target for Thinkific Labs from CA$2.25 to CA$2.00, citing reduced fair value estimates, a higher discount rate, more modest revenue growth assumptions, and updated expectations for profit margins and future P/E levels, as reflected in recent research from CIBC and Canaccord. Analyst Commentary Analysts are recalibrating their views on Thinkific Labs, with recent research pointing to both potential opportunities and clear execution risks as the company focuses more on larger, higher-value enterprise customers.
내러티브 업데이트 Mar 09

THNC: Upmarket Enterprise Shift And Neutral Rating Outlook May Support Upside

Analysts have trimmed their average price targets on Thinkific Labs to a range of about CA$2 to CA$2.25, down from prior levels near CA$2.50 to CA$4.25. This reflects reduced fair value estimates, slightly higher discount rates, and more cautious views on growth, margins, and future P/E.
내러티브 업데이트 Feb 23

THNC: Higher Margin Outlook Will Support Improved Earnings Multiple Potential

Analysts have trimmed their price target on Thinkific Labs by CA$0.07 to CA$2.43, citing updated assumptions around revenue growth, profit margins, and a slightly higher discount rate, while keeping future P/E expectations broadly in line with prior views. Valuation Changes Fair Value: CA$2.50 to CA$2.43, a modest reduction in the modelled estimate.
내러티브 업데이트 Feb 08

THNC: Share Repurchases And Market Perform Rating Will Support Future Repricing

Analysts have trimmed their price target for Thinkific Labs to C$3.00, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and a much higher future P/E that also supported a recent downgrade to Market Perform. Analyst Commentary Bullish Takeaways Bullish analysts still see upside to the revised C$3.00 target, indicating they view the current market price as already reflecting many of the known execution risks.
내러티브 업데이트 Jan 25

THNC: Share Buybacks And Neutral Rating Outlook May Support Future Upside

Analysts have reduced their fair value estimate for Thinkific Labs from about $5.01 to roughly $4.19 per share. This reflects a lower price target following a recent downgrade to Market Perform and updated assumptions for growth, margins, discount rate, and future P/E.
내러티브 업데이트 Jan 11

THNC: Share Repurchases And Market Perform Rating Will Support Future Upside

Analysts have trimmed their price target on Thinkific Labs to C$3.01 from C$3.05, citing slightly lower profit margin assumptions and a modestly higher future P/E. This adjustment is consistent with a recent downgrade to Market Perform and a C$3 target from Street research.
내러티브 업데이트 Dec 22

THNC: Share Repurchases Will Support Future Upside After Market Perform Downgrade

Narrative Update on Thinkific Labs Analysts have reduced their price target on Thinkific Labs to C$3.00, citing a more cautious outlook that offsets modest improvements in profit margin expectations and a slightly lower assumed future price to earnings multiple. Analyst Commentary Analysts have taken a more balanced stance on Thinkific Labs, reflecting both the company’s progress and the constraints on its near term growth and valuation potential at the current price target.
내러티브 업데이트 Dec 08

THNC: Share Repurchases Will Support Future Upside Despite Market Perform Downgrade

Analysts have maintained their price target on Thinkific Labs at C$3.05, reflecting slightly higher discount rate assumptions and more modest revenue growth expectations following a recent sector-wide reassessment. Analyst Commentary Analysts acknowledge that the recent downgrade to Market Perform reflects a more balanced risk reward profile for Thinkific Labs at current levels, rather than a fundamental shift in the company’s long term prospects.
분석 기사 Dec 03

Thinkific Labs Inc. (TSE:THNC) Not Doing Enough For Some Investors As Its Shares Slump 26%

Thinkific Labs Inc. ( TSE:THNC ) shares have had a horrible month, losing 26% after a relatively good period...
내러티브 업데이트 Nov 24

THNC: Share Repurchase Program Will Support Long-Term Margin Stability

Narrative Update on Thinkific Labs Analysts have lowered their price target for Thinkific Labs from $3.46 to $3.05, citing moderated revenue growth expectations and a recent downgrade in rating. Analyst Commentary Following the recent revision to a Market Perform rating, analysts have provided insights highlighting both optimistic and cautious perspectives regarding Thinkific Labs' outlook and valuation.
내러티브 업데이트 Aug 10

AI Integration And Upmarket Shift Will Empower Digital Education

Thinkific Labs' consensus price target has been revised downward, primarily reflecting slower expected revenue growth and a higher future P/E ratio, now implying a fair value of CA$3.46 per share. What's in the News Thinkific Labs provided Q3 2025 revenue guidance of $18.1–$18.4 million.
분석 기사 Jun 13

Shareholders Will Probably Hold Off On Increasing Thinkific Labs Inc.'s (TSE:THNC) CEO Compensation For The Time Being

Key Insights Thinkific Labs will host its Annual General Meeting on 20th of June Total pay for CEO Greg Smith includes...
분석 기사 May 08

Results: Thinkific Labs Inc. Confounded Analyst Expectations With A Surprise Profit

It's been a pretty great week for Thinkific Labs Inc. ( TSE:THNC ) shareholders, with its shares surging 13% to CA$2.70...
분석 기사 May 06

There's Reason For Concern Over Thinkific Labs Inc.'s (TSE:THNC) Massive 72% Price Jump

Thinkific Labs Inc. ( TSE:THNC ) shareholders would be excited to see that the share price has had a great month...
User avatar
새 내러티브 Feb 26

AI Tools And New Features Will Improve Future Customer Retention

Accelerated adoption of Thinkific Commerce and expanded payment features are driving revenue growth through higher transaction sizes and increased commerce usage.
분석 기사 Jun 13

Most Shareholders Will Probably Find That The Compensation For Thinkific Labs Inc.'s (TSE:THNC) CEO Is Reasonable

Key Insights Thinkific Labs' Annual General Meeting to take place on 20th of June CEO Greg Smith's total compensation...
분석 기사 Feb 13

Thinkific Labs Inc.'s (TSE:THNC) 26% Jump Shows Its Popularity With Investors

Thinkific Labs Inc. ( TSE:THNC ) shares have continued their recent momentum with a 26% gain in the last month alone...
분석 기사 Jan 23

Here's Why We're Not At All Concerned With Thinkific Labs' (TSE:THNC) Cash Burn Situation

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
분석 기사 Nov 24

Thinkific Labs Inc.'s (TSE:THNC) 27% Jump Shows Its Popularity With Investors

Thinkific Labs Inc. ( TSE:THNC ) shares have continued their recent momentum with a 27% gain in the last month alone...
분석 기사 Nov 09

Thinkific Labs Inc. (TSE:THNC) Shares Could Be 22% Below Their Intrinsic Value Estimate

Key Insights Thinkific Labs' estimated fair value is CA$3.22 based on 2 Stage Free Cash Flow to Equity Thinkific Labs...
분석 기사 Jul 08

Is It Too Late To Consider Buying Thinkific Labs Inc. (TSE:THNC)?

Thinkific Labs Inc. ( TSE:THNC ), is not the largest company out there, but it saw significant share price movement...

CEO 보수 분석

Greg Smith의 보수는 Thinkific Labs의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$224k

Dec 31 2025n/an/a

US$1m

Sep 30 2025n/an/a

US$266k

Jun 30 2025n/an/a

US$675k

Mar 31 2025n/an/a

US$1m

Dec 31 2024US$301kUS$261k

-US$237k

Sep 30 2024n/an/a

US$741k

Jun 30 2024n/an/a

-US$770k

Mar 31 2024n/an/a

-US$4m

Dec 31 2023US$335kUS$258k

-US$10m

Sep 30 2023n/an/a

-US$14m

Jun 30 2023n/an/a

-US$23m

Mar 31 2023n/an/a

-US$31m

Dec 31 2022US$336kUS$302k

-US$36m

Sep 30 2022n/an/a

-US$42m

Jun 30 2022n/an/a

-US$42m

Mar 31 2022n/an/a

-US$37m

Dec 31 2021US$223kUS$223k

-US$26m

보상 대 시장: Greg의 총 보수(USD301.27K)는 Canadian 시장에서 비슷한 규모 기업의 평균(USD149.92K)보다 높습니다.

보상과 수익: Greg의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Greg Smith

14.1yrs
재임 기간
US$301,272
보수

Mr. Greg Smith, B.Com., L.L.B., is a Co-Founder of Thinkific Labs Inc. and serves as its Chief Executive Officer and Director since April 11, 2012. He is responsible for the overall strategic direction of...


리더십 팀

이름직위재임 기간보수지분
Greg Smith
Co-Founder14.1yrsUS$301.27k29.88%
CA$ 27.7m
Amanda Malko
Chief Revenue Officer1.9yrsUS$891.75k0.088%
CA$ 81.5k
Kevin Wilson
Interim Chief Financial Officerless than a year데이터 없음데이터 없음
Elise Stribos
Chief People Officerless than a year데이터 없음0.0043%
CA$ 4.0k
Joo-Hun Kim
Investor Relations Contactno data데이터 없음데이터 없음
1.1yrs
평균 재임 기간

경험이 풍부한 관리: THNC의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.1 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Greg Smith
Co-Founder14.1yrsUS$301.27k29.88%
CA$ 27.7m
Paula Boggs
Independent Director1.7yrsUS$44.47k데이터 없음
Jean Lavigueur
Directorless than a year데이터 없음데이터 없음
Russell Mann
Independent Chairman of the Board1.7yrsUS$41.34k데이터 없음
Lori Ell
Independent Director1.7yrsUS$32.15k데이터 없음
Melanie Kalemba
Independent Director3.9yrsUS$125.71k데이터 없음
1.7yrs
평균 재임 기간
61yo
평균 나이

경험이 풍부한 이사회: THNC의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 1.7 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 18:53
종가2026/05/08 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 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 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석가 소스

Thinkific Labs Inc.는 5명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Martin TonerATB Cormark
Thanos MoschopoulosBMO Capital Markets Equity Research
Robert YoungCanaccord Genuity