View ValuationThis company listing is no longer activeThis company may still be operating, however this listing is no longer active.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 EventsZendesk 향후 성장Future 기준 점검 2/6핵심 정보37.9%이익 성장률46.02%EPS 성장률Software 이익 성장15.1%매출 성장률17.0%향후 자기자본이익률33.45%애널리스트 커버리지Good마지막 업데이트n/a최근 향후 성장 업데이트Breakeven Date Change • Jan 01Forecast to breakeven in 2024The 16 analysts covering Zendesk expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$5.00m in 2024. Average annual earnings growth of 38% is required to achieve expected profit on schedule.Breakeven Date Change • Jun 27Forecast to breakeven in 2024The 21 analysts covering Zendesk expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$30.0m in 2024. Average annual earnings growth of 40% is required to achieve expected profit on schedule.모든 업데이트 보기Recent updatesReported Earnings • Oct 28Third quarter 2022 earnings released: US$0.48 loss per share (vs US$0.45 loss in 3Q 2021)Third quarter 2022 results: US$0.48 loss per share (further deteriorated from US$0.45 loss in 3Q 2021). Revenue: US$416.9m (up 20% from 3Q 2021). Net loss: US$59.1m (loss widened 8.6% from 3Q 2021). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Recent Insider Transactions • Aug 06Founder recently sold US$7.7m worth of stockOn the 2nd of August, Mikkel Svane sold around 102k shares on-market at roughly US$75.28 per share. This was the largest sale by an insider in the last 3 months. This was Mikkel's only on-market trade for the last 12 months.Reported Earnings • Jul 29Second quarter 2022 earnings released: US$0.77 loss per share (vs US$0.49 loss in 2Q 2021)Second quarter 2022 results: US$0.77 loss per share (down from US$0.49 loss in 2Q 2021). Revenue: US$407.2m (up 28% from 2Q 2021). Net loss: US$95.1m (loss widened 63% from 2Q 2021). Over the next year, revenue is forecast to grow 24%, compared to a 22% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Buying Opportunity • Jun 16Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 52%. The fair value is estimated to be US$72.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 56% in 2 years. Earnings is forecast to grow by 26% in the next 2 years.Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: US$1.87 loss per share (up from US$1.89 loss in FY 2020). Revenue: US$1.34b (up 30% from FY 2020). Net loss: US$223.6m (loss widened 2.5% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 26%, compared to a 29% growth forecast for the industry in the United Kingdom.Breakeven Date Change • Jan 01Forecast to breakeven in 2024The 16 analysts covering Zendesk expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$5.00m in 2024. Average annual earnings growth of 38% is required to achieve expected profit on schedule.Reported Earnings • Oct 29Third quarter 2021 earnings released: US$0.45 loss per share (vs US$0.35 loss in 3Q 2020)The company reported a mediocre third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: US$347.0m (up 33% from 3Q 2020). Net loss: US$54.4m (loss widened 34% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.Reported Earnings • Jul 30Second quarter 2021 earnings released: US$0.49 loss per share (vs US$0.56 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$318.2m (up 29% from 2Q 2020). Net loss: US$58.4m (loss narrowed 9.7% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.Breakeven Date Change • Jun 27Forecast to breakeven in 2024The 21 analysts covering Zendesk expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$30.0m in 2024. Average annual earnings growth of 40% is required to achieve expected profit on schedule.Recent Insider Transactions • Jun 18Chief Operating Officer recently sold US$422k worth of stockOn the 14th of June, Jeffrey Titterton sold around 3k shares on-market at roughly US$141 per share. This was the largest sale by an insider in the last 3 months. Jeffrey has been a seller over the last 12 months, reducing personal holdings by US$703k.Executive Departure • May 06CFO & Principal Accounting Officer has left the companyOn the 5th of May, Elena Gomez's tenure as CFO & Principal Accounting Officer ended after 5.0 years in the role. As of December 2020, Elena personally held 11.18k shares (US$1.6m worth at the time). A total of 3 executives have left over the last 12 months.Reported Earnings • May 01First quarter 2021 earnings released: US$0.41 loss per share (vs US$0.38 loss in 1Q 2020)The company reported a solid first quarter result with improved revenues and control over costs, although losses increased. First quarter 2021 results: Revenue: US$298.0m (up 26% from 1Q 2020). Net loss: US$49.0m (loss widened 14% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.Reported Earnings • Feb 06Full year 2020 earnings released: US$1.89 loss per share (vs US$1.53 loss in FY 2019)The company reported a soft full year result with increased losses and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: US$1.03b (up 26% from FY 2019). Net loss: US$218.2m (loss widened 29% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 60% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 06Revenue beats expectationsRevenue exceeded analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 26%, compared to a 7.0% growth forecast for the Software industry in the United Kingdom.이익 및 매출 성장 예측LSE:0M3F - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20242,325-143334394712/31/20231,993-2202232791512/31/20221,653-27213016589/30/20221,588-28395126N/A6/30/20221,518-278135170N/A3/31/20221,429-242115147N/A12/31/20211,339-224141170N/A9/30/20211,247-232151181N/A6/30/20211,162-218110140N/A3/31/20211,090-2243063N/A12/31/20201,030-218-1226N/A9/30/2020976-184-3412N/A6/30/2020924-178-53-1N/A3/31/2020872-1681868N/A12/31/2019816-1704289N/A9/30/2019759-1674080N/A6/30/2019703-1674076N/A3/31/2019650-1463881N/A12/31/2018599-1313679N/A9/30/2018548-1233573N/A6/30/2018506-1142965N/A3/31/2018466-1062551N/A12/31/2017430-1021842N/A9/30/2017397-1021745N/A6/30/2017365-102938N/A3/31/2017337-102-227N/A12/31/2016313-98-225N/A9/30/2016286-104-1214N/A6/30/2016261-97N/A15N/A3/31/2016235-92N/A15N/A12/31/2015209-84N/A5N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 0M3F 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 vs 시장: 0M3F 향후 3년 동안 수익성이 없을 것으로 예상됩니다.고성장 수익: 0M3F 향후 3년 동안 수익성이 없을 것으로 예상됩니다.수익 대 시장: 0M3F 의 수익(연간 17%)이 UK 시장(연간 4.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 0M3F 의 수익(연간 17%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 0M3F의 자본 수익률은 3년 후 33.4%로 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2022/11/22 11:41종가2022/11/21 00:00수익2022/09/30연간 수익2021/12/31데이터 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 소스Zendesk, Inc.는 29명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Ryan MacWilliamsBarclaysBradley SillsBofA Global ResearchRichard DavisCanaccord Genuity26명의 분석가 더 보기
Breakeven Date Change • Jan 01Forecast to breakeven in 2024The 16 analysts covering Zendesk expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$5.00m in 2024. Average annual earnings growth of 38% is required to achieve expected profit on schedule.
Breakeven Date Change • Jun 27Forecast to breakeven in 2024The 21 analysts covering Zendesk expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$30.0m in 2024. Average annual earnings growth of 40% is required to achieve expected profit on schedule.
Reported Earnings • Oct 28Third quarter 2022 earnings released: US$0.48 loss per share (vs US$0.45 loss in 3Q 2021)Third quarter 2022 results: US$0.48 loss per share (further deteriorated from US$0.45 loss in 3Q 2021). Revenue: US$416.9m (up 20% from 3Q 2021). Net loss: US$59.1m (loss widened 8.6% from 3Q 2021). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the Software industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Recent Insider Transactions • Aug 06Founder recently sold US$7.7m worth of stockOn the 2nd of August, Mikkel Svane sold around 102k shares on-market at roughly US$75.28 per share. This was the largest sale by an insider in the last 3 months. This was Mikkel's only on-market trade for the last 12 months.
Reported Earnings • Jul 29Second quarter 2022 earnings released: US$0.77 loss per share (vs US$0.49 loss in 2Q 2021)Second quarter 2022 results: US$0.77 loss per share (down from US$0.49 loss in 2Q 2021). Revenue: US$407.2m (up 28% from 2Q 2021). Net loss: US$95.1m (loss widened 63% from 2Q 2021). Over the next year, revenue is forecast to grow 24%, compared to a 22% growth forecast for the industry in the United Kingdom. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Buying Opportunity • Jun 16Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 52%. The fair value is estimated to be US$72.80, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 25% over the last 3 years. Earnings per share has declined by 12%. Revenue is forecast to grow by 56% in 2 years. Earnings is forecast to grow by 26% in the next 2 years.
Reported Earnings • Feb 11Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: US$1.87 loss per share (up from US$1.89 loss in FY 2020). Revenue: US$1.34b (up 30% from FY 2020). Net loss: US$223.6m (loss widened 2.5% from FY 2020). Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 26%, compared to a 29% growth forecast for the industry in the United Kingdom.
Breakeven Date Change • Jan 01Forecast to breakeven in 2024The 16 analysts covering Zendesk expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$5.00m in 2024. Average annual earnings growth of 38% is required to achieve expected profit on schedule.
Reported Earnings • Oct 29Third quarter 2021 earnings released: US$0.45 loss per share (vs US$0.35 loss in 3Q 2020)The company reported a mediocre third quarter result with increased losses and weaker control over costs, although revenues improved. Third quarter 2021 results: Revenue: US$347.0m (up 33% from 3Q 2020). Net loss: US$54.4m (loss widened 34% from 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
Reported Earnings • Jul 30Second quarter 2021 earnings released: US$0.49 loss per share (vs US$0.56 loss in 2Q 2020)The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$318.2m (up 29% from 2Q 2020). Net loss: US$58.4m (loss narrowed 9.7% from 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 27% per year, which means it is well ahead of earnings.
Breakeven Date Change • Jun 27Forecast to breakeven in 2024The 21 analysts covering Zendesk expect the company to break even for the first time. New consensus forecast suggests the company will make a profit of US$30.0m in 2024. Average annual earnings growth of 40% is required to achieve expected profit on schedule.
Recent Insider Transactions • Jun 18Chief Operating Officer recently sold US$422k worth of stockOn the 14th of June, Jeffrey Titterton sold around 3k shares on-market at roughly US$141 per share. This was the largest sale by an insider in the last 3 months. Jeffrey has been a seller over the last 12 months, reducing personal holdings by US$703k.
Executive Departure • May 06CFO & Principal Accounting Officer has left the companyOn the 5th of May, Elena Gomez's tenure as CFO & Principal Accounting Officer ended after 5.0 years in the role. As of December 2020, Elena personally held 11.18k shares (US$1.6m worth at the time). A total of 3 executives have left over the last 12 months.
Reported Earnings • May 01First quarter 2021 earnings released: US$0.41 loss per share (vs US$0.38 loss in 1Q 2020)The company reported a solid first quarter result with improved revenues and control over costs, although losses increased. First quarter 2021 results: Revenue: US$298.0m (up 26% from 1Q 2020). Net loss: US$49.0m (loss widened 14% from 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 42% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 06Full year 2020 earnings released: US$1.89 loss per share (vs US$1.53 loss in FY 2019)The company reported a soft full year result with increased losses and weaker control over costs, although revenues improved. Full year 2020 results: Revenue: US$1.03b (up 26% from FY 2019). Net loss: US$218.2m (loss widened 29% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 60% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 06Revenue beats expectationsRevenue exceeded analyst estimates by 0.5%. Over the next year, revenue is forecast to grow 26%, compared to a 7.0% growth forecast for the Software industry in the United Kingdom.