Cricut, Inc.

NasdaqGS:CRCT 주식 리포트

시가총액: US$885.8m

Cricut 경영진

경영진 기준 점검 3/4

Cricut CEO는 Ashish Arora, Feb2012 에 임명되었습니다 의 임기는 14.25 년입니다. 총 연간 보상은 $13.44M, 3.9% 급여 및 96.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $124.14M 가치에 해당하는 회사 주식의 14.01% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.1 년과 5.2 년입니다.

핵심 정보

Ashish Arora

최고경영자

US$13.4m

총 보수

CEO 급여 비율3.94%
CEO 재임 기간14.3yrs
CEO 지분 보유율14.0%
경영진 평균 재임 기간4.1yrs
이사회 평균 재임 기간5.2yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha • May 15

Cricut's Plunge Offers A Way To Design Returns Into Your Portfolio

Summary Cricut is in turnaround mode, with a soft 'buy' rating justified by attractive valuation and a strong net cash position. Despite declining product revenue, CRCT's platform segment drives high-margin growth, with an 89% margin and rising paid subscribers offsetting active customer declines. Management is investing in both hardware innovation and software enhancements, including AI-driven tools and a new DTF service to deepen customer engagement. If revenue stabilizes further, CRCT could warrant a 'strong buy'; current risk is mitigated by robust balance sheet and improving profitability metrics. Read the full article on Seeking Alpha
분석 기사 • Nov 13

We Think Cricut's (NASDAQ:CRCT) Solid Earnings Are Understated

The market seemed underwhelmed by the solid earnings posted by Cricut, Inc. ( NASDAQ:CRCT ) recently. Our analysis...
분석 기사 • Aug 02

Investors Don't See Light At End Of Cricut, Inc.'s (NASDAQ:CRCT) Tunnel And Push Stock Down 36%

Cricut, Inc. ( NASDAQ:CRCT ) shares have had a horrible month, losing 36% after a relatively good period beforehand...
분석 기사 • May 11

Cricut, Inc.'s (NASDAQ:CRCT) Shares Climb 25% But Its Business Is Yet to Catch Up

Cricut, Inc. ( NASDAQ:CRCT ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...
Seeking Alpha • Mar 19

Cricut: Engagement Rates Remain Poor, But There Are Bright Spots

Summary I maintain a hold rating for Cricut Inc. due to unresolved concerns about declining user activity and weakening profitability despite some encouraging signs. Q4 2024 earnings showed revenue fell 9.5% y/y, with product revenue down ~15% and gross margin expanding by 290 bps, but EBIT margin contracted. Key engagement metrics worsened, with 90-day engaged users dropping 3.1% y/y and active users declining 0.7% y/y, impacting accessories & materials revenue. Positive signs include a 7% y/y increase in paid subscribers and new product launches, but overall engagement must improve for a bullish outlook. Read the full article on Seeking Alpha
Seeking Alpha • Feb 07

Cricut Is A 'Buy' After Emerging From The Hype Phase

Summary Cricut experienced a meteoric boom during the pandemic, but its "coming back to earth" has spooked investors. A close look at operational and financial metrics suggests significant potential value for investors, however. Specifically, its high-margin Platform business potentially promises a strong cash-flow generating capacity going forward. Read the full article on Seeking Alpha
분석 기사 • Feb 06

Returns On Capital At Cricut (NASDAQ:CRCT) Paint A Concerning Picture

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
분석 기사 • Dec 17

There's Reason For Concern Over Cricut, Inc.'s (NASDAQ:CRCT) Massive 26% Price Jump

Cricut, Inc. ( NASDAQ:CRCT ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...
분석 기사 • Nov 14

We Think Cricut's (NASDAQ:CRCT) Healthy Earnings Might Be Conservative

The market seemed underwhelmed by the solid earnings posted by Cricut, Inc. ( NASDAQ:CRCT ) recently. Along with the...
Seeking Alpha • Nov 08

Cricut Inc.: There Are Still Visible Operational Headwinds

Summary I maintain a sell rating for Cricut Inc. due to ongoing operational headwinds and a challenging consumer spending environment impacting near-term growth. 3Q24 earnings showed a 4% y/y revenue decline, gross margin compression, and a significant drop in EBITDA and net margins. Active users declined y/y for the first time, with management guiding further declines, indicating persistent demand challenges. Read the full article on Seeking Alpha
분석 기사 • Oct 08

Some Confidence Is Lacking In Cricut, Inc.'s (NASDAQ:CRCT) P/E

With a price-to-earnings (or "P/E") ratio of 20.5x Cricut, Inc. ( NASDAQ:CRCT ) may be sending bearish signals at the...
Seeking Alpha • Sep 11

Cricut: Near-Term Outlook Continues To See Pressure From Poor Macro Backdrop

Summary I maintain a sell rating for Cricut stock due to weak near-term demand and poor macroeconomic conditions impacting discretionary spending. Despite some growth initiatives, CRCT's overall trajectory remains negative, with declining user engagement and poor sequential growth in key metrics. Management's promotional strategies may temporarily boost sales but are unsustainable, in my opinion, leading to potential revenue and margin pressures. Read the full article on Seeking Alpha
분석 기사 • Aug 09

Is Cricut, Inc. (NASDAQ:CRCT) Trading At A 45% Discount?

Key Insights Cricut's estimated fair value is US$11.80 based on 2 Stage Free Cash Flow to Equity Cricut is estimated to...
Seeking Alpha • Aug 07

Cricut: I Still Have Doubts, But The Turnaround Is Beginning To Visualize

Summary Cricut stock has declined 67% since IPO due to revenue and margin decreases, but now trading at low P/FCF ratio. The company experienced growth during the pandemic due to the popularity of cutting machines for crafts, but it seems to have been a fad. The first two quarters are encouraging as growth in cutting machines has returned. This, considering that the next two quarters are its peak of seasonality. The subscription segment has stable revenue and high margins, while the company has strong cash generation and the potential for a turnaround. Read the full article on Seeking Alpha
분석 기사 • Jun 06

Here's What's Concerning About Cricut's (NASDAQ:CRCT) Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Seeking Alpha • Jun 04

Cricut: Don't See Any Catalyst For Demand To Recover

Summary Sell rating for Cricut due to weak demand and negative business outlook. Declining revenue and user metrics indicate a slowdown in demand for CRCT's main product and platform services. Puzzling capital return program suggests management has no better alternatives for deploying cash and reviving growth. Read the full article on Seeking Alpha
Seeking Alpha • Mar 22

Cricut: Expect Poor FY2024 Performance To Drag Down Valuation

Summary Cricut is recommended as a sell due to poor performance and the expected valuation rerating. Recent results show a decline in revenue and user engagement, indicating weak consumer spending. The lack of capital return to shareholders and focus on reinvestment further support the sell rating. Read the full article on Seeking Alpha
분석 기사 • Feb 14

Cricut (NASDAQ:CRCT) May Have Issues Allocating Its Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
분석 기사 • Dec 30

Cricut, Inc.'s (NASDAQ:CRCT) Shareholders Might Be Looking For Exit

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...
분석 기사 • Sep 16

Cricut (NASDAQ:CRCT) May Have Issues Allocating Its Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...

CEO 보수 분석

Ashish Arora의 보수는 Cricut의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$73m

Dec 31 2025US$13mUS$530k

US$77m

Sep 30 2025n/an/a

US$81m

Jun 30 2025n/an/a

US$72m

Mar 31 2025n/an/a

US$67m

Dec 31 2024US$22mUS$510k

US$63m

Sep 30 2024n/an/a

US$62m

Jun 30 2024n/an/a

US$68m

Mar 31 2024n/an/a

US$64m

Dec 31 2023US$18mUS$490k

US$54m

Sep 30 2023n/an/a

US$53m

Jun 30 2023n/an/a

US$48m

Mar 31 2023n/an/a

US$46m

Dec 31 2022US$50mUS$474k

US$61m

Sep 30 2022n/an/a

US$62m

Jun 30 2022n/an/a

US$79m

Mar 31 2022n/an/a

US$115m

Dec 31 2021US$39mUS$464k

US$140m

Sep 30 2021n/an/a

US$190m

Jun 30 2021n/an/a

US$205m

Mar 31 2021n/an/a

US$191m

Dec 31 2020US$7mUS$453k

US$155m

Sep 30 2020n/an/a

US$101m

Dec 31 2019US$3mUS$447k

US$39m

보상 대 시장: Ashish의 총 보수(USD13.44M)는 US 시장에서 비슷한 규모 기업의 평균(USD3.70M)보다 높습니다.

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

CEO

Ashish Arora (57 yo)

14.3yrs
재임 기간
US$13,441,923
보수

Mr. Ashish Arora has been the Chief Executive Officer and President of Cricut, Inc. since February 7, 2012 and also serves as its Director since March 2021. Mr. Arora has experience in the consumer technol...

리더십 팀

이름직위재임 기간보수지분
Ashish Arora
CEO, President & Director14.3yrsUS$13.44m14.01%
$ 124.1m
Kimball Shill
Chief Financial Officer4.1yrsUS$3.67m0.36%
$ 3.2m
Matt Tuttle
Senior VP1.1yrsUS$1.74m0.088%
$ 783.4k
Ryan Harmer
Senior VP of Accounting & Corporate Controllerno data데이터 없음0.063%
$ 556.4k
Michael Hoade
Vice President of Financeno data데이터 없음데이터 없음
4.1yrs
평균 재임 기간
57yo
평균 나이

경험이 풍부한 관리: CRCT의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.1 년).

이사회 구성원

이름직위재임 기간보수지분
Ashish Arora
CEO, President & Director5.2yrsUS$13.44m14.01%
$ 124.1m
Russell Freeman
Director5.2yrs데이터 없음0.55%
$ 4.9m
Steven Blasnik
Director5.2yrs데이터 없음1.4%
$ 12.4m
Melissa Reiff
Independent Director5.2yrsUS$175.97k0.041%
$ 366.0k
Billie Williamson
Independent Director5.2yrsUS$200.12k0.053%
$ 468.7k
Jason Makler
Chairman of the Board5.2yrs데이터 없음1.13%
$ 10.0m
Heidi Zak Spector
Independent Director1.7yrsUS$252.15k데이터 없음
5.2yrs
평균 재임 기간
61yo
평균 나이

경험이 풍부한 이사회: CRCT의 이사회는 경험이 있음으로 간주됩니다(평균 재임 5.2 년).

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/28 22:12
종가2026/05/28 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.

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 스노우플레이크

이 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 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Cricut, Inc.는 5명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Adrienne Yih-TennantBarclays
Asiya MerchantCitigroup Inc
Eric SheridanGoldman Sachs