Simulations Plus, Inc.

NasdaqGS:SLP 주식 리포트

시가총액: US$284.9m

Simulations Plus 경영진

경영진 기준 점검 3/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Shawn O'Connor

최고경영자

US$1.1m

총 보수

CEO 급여 비율47.85%
CEO 재임 기간1.3yrs
CEO 지분 보유율n/a
경영진 평균 재임 기간1.3yrs
이사회 평균 재임 기간5.2yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Apr 29

SLP: AI Regulatory Collaborations And Modest Growth Outlook Will Shape Balanced Future

Analysts have maintained their $16.00 price target for Simulations Plus, noting that slightly adjusted assumptions for discount rate, revenue growth, profit margin, and future P/E broadly offset one another in their updated models. What's in the News Announced a funded research collaboration with Lonza Group and the U.S. Food and Drug Administration (FDA) to develop a mechanistic framework for predicting in vivo performance of amorphous solid dispersion drug products, with the aim of supporting model informed drug development and potentially reducing reliance on some clinical bioequivalence studies (Key Developments).
Seeking Alpha Apr 12

Simulations Plus: Down Substantially, Not An Automatic Buy

Summary Simulations Plus trades at decade lows as investors question growth and AI disruption risks. SLP's Q2 sales grew 8% to $24.3M, but the full-year revenue outlook is flat to up 4%, with earnings guidance down. Valuation has compressed to 2.5x sales and ~20x realistic earnings, supported by a $42M net cash position. Despite improved margins and lower multiples, lack of growth and AI uncertainty keep me cautious on Simulations Plus. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 12

SLP: AI Collaborations With Pharma And Regulators Will Drive Long-Term Upside

Analysts have reduced their price target for Simulations Plus from $20 to $16, citing updated assumptions that combine lower revenue growth expectations with a higher projected profit margin and a meaningfully lower future P/E multiple. What's in the News Simulations Plus announced collaboration programs with three large pharmaceutical companies to apply artificial intelligence within modeling workflows across the drug development lifecycle, using platforms such as GastroPlus, MonolixSuite, ADMET Predictor, and Thales (Key Developments).
분석 기사 Feb 08

Simulations Plus, Inc.'s (NASDAQ:SLP) 26% Share Price Plunge Could Signal Some Risk

Simulations Plus, Inc. ( NASDAQ:SLP ) shareholders won't be pleased to see that the share price has had a very rough...
분석 기사 Feb 06

Is There An Opportunity With Simulations Plus, Inc.'s (NASDAQ:SLP) 38% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Simulations Plus fair value estimate is US$22.72 Simulations...
내러티브 업데이트 Jan 07

SLP: Reaffirmed Guidance And AI Roadmap Will Support Further Upside

Analysts have trimmed their price target on Simulations Plus to about US$22.33 per share, reflecting a slightly higher discount rate and P/E assumptions that point to a more cautious stance on profitability. What's in the News Simulations Plus plans an Analyst and Investor Day focused on presenting its new product vision and AI solutions, highlighting where management is aiming future product development (Key Developments).
내러티브 업데이트 Dec 14

SLP: Reinforced Revenue Outlook Will Drive Upside From Current Levels

Analysts have modestly reduced their price target on Simulations Plus to approximately 22.33 dollars from 23 dollars. This reflects a recalibration of valuation multiples, even as they acknowledge stronger revenue growth and a significantly improved profit margin outlook.
내러티브 업데이트 Nov 29

SLP: Revenue Guidance Will Support Renewed Upside Despite Index Exclusions

Analysts have maintained their price target for Simulations Plus at $23.00. They cited stable assumptions for revenue growth, profit margins, and valuation multiples in their latest assessment.
내러티브 업데이트 Nov 15

SLP: Revenue Forecasts Will Drive Potential Gains Despite Index Removals

Analysts have modestly adjusted their price target for Simulations Plus from $23.00 to $23.00. They cite subtle changes in assumptions around discount rate and profit margins, while maintaining steady core growth expectations.
내러티브 업데이트 Nov 01

SLP: Upcoming Earnings Guidance And Index Changes Will Drive Renewed Optimism

Analysts have adjusted their price target for Simulations Plus to $23.00. This reflects slight updates in their financial forecasts and expectations for future growth and profitability.
분석 기사 Oct 28

Simulations Plus, Inc. (NASDAQ:SLP) Shares Could Be 44% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Simulations Plus fair value estimate is US$32.42 Simulations...
내러티브 업데이트 Oct 18

Software Licensing Expansion And Integrated Services Will Ensure Future Success

Analysts have maintained the fair value estimate for Simulations Plus at $23.00. This reflects stable long-term growth expectations, even with only slight adjustments to underlying assumptions.
내러티브 업데이트 Oct 03

Software Licensing Expansion And Integrated Services Will Ensure Future Success

Analysts have revised their price target for Simulations Plus downward from $25.33 to $23.00, citing lower projected revenue growth and profit margins as key factors in their updated outlook. What's in the News Simulations Plus was removed from the S&P Composite 1500, S&P 1000, S&P 600, and S&P 600 Health Care indices (Key Developments).
분석 기사 Jul 31

Some Simulations Plus, Inc. (NASDAQ:SLP) Shareholders Look For Exit As Shares Take 25% Pounding

Unfortunately for some shareholders, the Simulations Plus, Inc. ( NASDAQ:SLP ) share price has dived 25% in the last...
분석 기사 Jun 13

Simulations Plus, Inc.'s (NASDAQ:SLP) Stock Retreats 36% But Earnings Haven't Escaped The Attention Of Investors

Simulations Plus, Inc. ( NASDAQ:SLP ) shares have had a horrible month, losing 36% after a relatively good period...
분석 기사 May 07

Are Investors Undervaluing Simulations Plus, Inc. (NASDAQ:SLP) By 28%?

Key Insights The projected fair value for Simulations Plus is US$40.15 based on 2 Stage Free Cash Flow to Equity...
Seeking Alpha Apr 16

Simulations Plus: Benefiting From FDA Modernization And AI

Summary Simulations Plus, Inc. offers AI-based software tools for drug discovery and optimization, significantly reducing R&D time and costs for pharmaceutical research. SLP's diverse software portfolio, including GastroPlus and ADMET Predictor, and consulting services position it as a comprehensive partner in biotech development. Favorable regulatory changes by the FDA towards AI and non-animal testing methods boost SLP's market potential, despite its current high valuation. SLP's long-term outlook remains strong due to its innovative approach and the growing adoption of AI in drug testing, making it a "Buy" for long-term investors. Read the full article on Seeking Alpha
분석 기사 Apr 13

Simulations Plus, Inc.'s (NASDAQ:SLP) 25% Jump Shows Its Popularity With Investors

Simulations Plus, Inc. ( NASDAQ:SLP ) shareholders would be excited to see that the share price has had a great month...
분석 기사 Feb 08

Why Investors Shouldn't Be Surprised By Simulations Plus, Inc.'s (NASDAQ:SLP) 29% Share Price Surge

Simulations Plus, Inc. ( NASDAQ:SLP ) shareholders would be excited to see that the share price has had a great month...
분석 기사 Jan 08

Capital Allocation Trends At Simulations Plus (NASDAQ:SLP) Aren't Ideal

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
분석 기사 Nov 07

We Think Simulations Plus' (NASDAQ:SLP) Healthy Earnings Might Be Conservative

Despite posting healthy earnings, Simulations Plus, Inc.'s ( NASDAQ:SLP ) stock has been quite weak. Along with the...
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새로운 내러티브 Oct 27

Biosimulation Innovations And Tactical Acquisitions To Boost Drug Development Growth

Integration and expansion into new markets drive revenue growth and improved profitability through increased efficiencies and enhanced offerings.
Seeking Alpha Aug 22

Simulations Plus: Declining Margins Are A Problem

Summary Simulations Plus growth is steady, but its margins continue to decline. This has been problematic due to the company's high valuation. Simulations Plus has suggested that the demand environment is improving, but its guidance implies a meaningful deceleration in organic growth. Simulations Plus likely needs to maintain its growth rate while improving margins before its share price moves higher. The decision to cut the company's dividend suggests that an improvement in margins and cash flows could be some way off. Read the full article on Seeking Alpha
Seeking Alpha Jul 10

Simulations Plus: Steady Growth, But What About The Margins?

Summary Simulations Plus, Inc. has seen stagnant stock trading despite impressive growth in the biosimulation market. Recent margin pressure and M&A activity raise concerns about management's ability to deliver. Acquisition of Pro-ficiency Holdings doubles the addressable market, but uncertainty remains about growth and margins amidst a demanding valuation. Read the full article on Seeking Alpha
Seeking Alpha May 14

Simulations Plus: Reliance On Consulting And Acquisitions Creates Doubts

Summary Simulations Plus is benefiting from the growing use of computational tools in drug discovery, which would be boosted by the FDA Modernization Act 2.0. The biosimulation market is highly fragmented and underpenetrated, providing SLP with both organic and inorganic growth opportunities. While the company is operating in an attractive market and has a strong business, the company's valuation and growth prospects make the stock unappealing. Read the full article on Seeking Alpha

CEO 보수 분석

Shawn O'Connor의 보수는 Simulations Plus의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Feb 28 2026n/an/a

-US$63m

Nov 30 2025n/an/a

-US$64m

Aug 31 2025US$1mUS$525k

-US$65m

May 31 2025n/an/a

-US$63m

Feb 28 2025n/an/a

US$7m

Nov 30 2024n/an/a

US$8m

Aug 31 2024US$2mUS$512k

US$10m

May 31 2024n/an/a

US$10m

Feb 29 2024n/an/a

US$11m

Nov 30 2023n/an/a

US$11m

Aug 31 2023US$2mUS$487k

US$10m

May 31 2023n/an/a

US$10m

Feb 28 2023n/an/a

US$10m

Nov 30 2022n/an/a

US$11m

Aug 31 2022US$1mUS$450k

US$12m

May 31 2022n/an/a

US$12m

Feb 28 2022n/an/a

US$12m

Nov 30 2021n/an/a

US$10m

Aug 31 2021US$1mUS$444k

US$10m

May 31 2021n/an/a

US$12m

Feb 28 2021n/an/a

US$11m

Nov 30 2020n/an/a

US$10m

Aug 31 2020US$739kUS$350k

US$9m

May 31 2020n/an/a

US$9m

Feb 29 2020n/an/a

US$9m

Nov 30 2019n/an/a

US$9m

Aug 31 2019US$425kUS$325k

US$9m

보상 대 시장: Shawn의 총 보수(USD1.10M)는 US 시장에서 비슷한 규모 기업의 평균(USD1.74M)보다 낮습니다.

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


CEO

Shawn O'Connor (65 yo)

1.3yrs
재임 기간
US$1,096,572
보수

Mr. Shawn M. O'Connor serves as Chief Executive Officer of Simulations Plus, Inc. since 2025 and had been Chief Executive Officer since June 26, 2018 until 2025. Mr. O'Connor joined Simulations Plus, Inc....


리더십 팀

이름직위재임 기간보수지분
Shawn O'Connor
Chief Executive Officer1.3yrsUS$1.10m데이터 없음
William Frederick
CFO, Executive VP & Corporate Secretary5.4yrsUS$534.65k0.010%
$ 29.6k
Josh Fohey
Chief Operating Officer1yrUS$358.27k데이터 없음
John DiBella
Chief Revenue Officer1yrUS$488.97k0.44%
$ 1.2m
Jill Fiedler-Kelly
President of Services Solutionsno dataUS$465.08k0.39%
$ 1.1m
Steven Chang
Global Head of Strategic Alliances1yrUS$482.28k0%
$ 0
Jennifer Presnell
Accounting Managerno data데이터 없음데이터 없음
Viera Lukacova
Chief Science Officer5.7yrs데이터 없음데이터 없음
Bud Nelson
VP of Corporate Counsel & Personal Data Protection Officerno data데이터 없음데이터 없음
Christina Hendrickson
Senior Director of Corporate Marketingno data데이터 없음데이터 없음
Lindsay Luke
Vice President of Human Resources4.3yrs데이터 없음데이터 없음
Scott Siler
Chief Science Officer of Quantitative Systems Pharmacology1.3yrs데이터 없음데이터 없음
1.3yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 관리: SLP의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1.3 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Walter Woltosz
Director29.9yrsUS$155.27k16.17%
$ 46.1m
Daniel Weiner
Independent Chairman of the Board9yrsUS$193.52k0.082%
$ 233.3k
Ravindra Mehta
Member of Scientific Advisory Board5.2yrs데이터 없음데이터 없음
Paul Watkins
Chairman of Scientific Advisory Board5.2yrs데이터 없음데이터 없음
John Paglia
Independent Director11.4yrsUS$180.02k0.072%
$ 205.7k
Frank Sistare
Member of Scientific Advisory Board5.2yrs데이터 없음데이터 없음
Lauren Aleksunes
Member of Scientific Advisory Board5.2yrs데이터 없음데이터 없음
K. Hallow
Member of Scientific Advisory Board5.2yrs데이터 없음데이터 없음
Sharlene Evans
Independent Director4.4yrsUS$175.52k0.085%
$ 242.1k
5.2yrs
평균 재임 기간
67.5yo
평균 나이

경험이 풍부한 이사회: SLP의 이사회경험이 있음으로 간주됩니다(평균 재임 5.2 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/20 09:08
종가2026/05/20 00:00
수익2026/02/28
연간 수익2025/08/31

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 가이드YouTube 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

Simulations Plus, Inc.는 11명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
David LarsenBTIG
Dane LeoneCGS International
Constantine DavidesCitizens JMP Securities, LLC