ePlus inc.

NasdaqGS:PLUS 주식 리포트

시가총액: US$2.1b

ePlus 경영진

경영진 기준 점검 4/4

ePlus CEO는 Mark Marron, Aug2016 에 임명되었습니다 의 임기는 9.83 년입니다. 총 연간 보상은 $6.41M, 15.2% 급여 및 84.8% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $16.77M 가치에 해당하는 회사 주식의 0.8% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 8.1 년과 7.8 년입니다.

핵심 정보

Mark Marron

최고경영자

US$6.4m

총 보수

CEO 급여 비율15.22%
CEO 재임 기간9.8yrs
CEO 지분 보유율0.8%
경영진 평균 재임 기간8.1yrs
이사회 평균 재임 기간7.8yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 Jun 02

PLUS: AI And Managed Services Shift Will Drive Future Upside Potential

Analysts have trimmed their price target for ePlus from $115 to $111 as they update assumptions around slightly lower revenue growth, modestly softer profit margins, and a reduced future P/E of 25.26x, all under a marginally higher discount rate. What's in the News ePlus reported record fiscal 2026 gross billings with double digit growth across key revenue and operating metrics, while reallocating focus toward IT services such as professional and managed services.
Seeking Alpha May 31

ePlus: Take Note Of High Growth Concentration

Summary ePlus inc. ended FY2026 on a strong note. Fourth quarter revenues grew well, which ePlus managed to turn into increased earnings. AI seems to be a tailwind on PLUS's growth going forward, as customers are investing in AI capabilities. There's reason to be cautious. PLUS's FY2026 growth seems to have been achieved due to a few outsized projects, which may not be replicated. I estimate PLUS stock to have 18% upside to $96.7, representing a fair margin of safety. Read the full article on Seeking Alpha
내러티브 업데이트 May 08

PLUS: Memory Optimization Efforts Will Drive Future Upside Potential

Analysts have nudged their price target on ePlus to $115, reflecting updated assumptions around the company’s discount rate and future P/E, while keeping fair value broadly aligned with prior estimates. What's in the News ePlus launched a Memory Optimization and Reclamation Assessment designed to help organizations evaluate workloads, identify overprovisioned or idle resources, and right-size existing memory capacity as supply chain challenges affect access to memory chips.
내러티브 업데이트 Apr 17

PLUS: Memory Optimization Initiatives And Buybacks Will Drive Future Upside Potential

Analysts have maintained their fair value estimate for ePlus at $115, making only small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions, which together support an unchanged overall price target. What's in the News ePlus launched a Memory Optimization and Reclamation Assessment to help organizations evaluate workloads, reclaim idle or over-provisioned memory, and right size existing capacity amid reported supply constraints and price pressure in the broader memory market driven by AI infrastructure demand (Key Developments).
내러티브 업데이트 Apr 03

PLUS: Raised Guidance And Buybacks Will Drive Future Upside Potential

Analysts now set their price target for ePlus at $115, down from $126. This reflects updated assumptions for slightly lower revenue growth and profit margins, along with a modestly higher future P/E multiple.
내러티브 업데이트 Mar 18

PLUS: Raised Guidance And Buybacks Will Support Future Upside Potential

Analysts have kept their fair value estimate for ePlus steady at $126. This is supported by largely unchanged assumptions around discount rate, revenue growth, profit margin, and future P/E, leading to no shift in the overall price target narrative.
내러티브 업데이트 Mar 04

PLUS: Raised Guidance And Buybacks Will Support Future Earnings Upside

Analysts have maintained their fair value estimate for ePlus at $126.00, making only marginal adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions. This indicates that their overall view on the stock’s potential remains broadly unchanged.
내러티브 업데이트 Feb 17

PLUS: Raised Guidance And Buybacks Will Support Higher Margins And Returns

Analysts have raised their price target for ePlus from $108 to $126, citing updated assumptions for revenue growth, profit margins, and a lower assumed future P/E multiple as the key drivers of the change. What's in the News From October 1, 2025 to December 31, 2025, ePlus repurchased 212,900 shares, representing 0.81% of outstanding shares, for a total of US$16.61 million under its existing buyback program (company disclosure).
내러티브 업데이트 Feb 03

PLUS: Raised Guidance And Buybacks Will Support Margin Upside Ahead

Analysts held their fair value estimate for ePlus at $108, with only minimal tweaks to assumptions such as discount rate, revenue growth, profit margin, and future P/E. This reflects a view that the stock's overall valuation framework remains broadly consistent with prior expectations.
내러티브 업데이트 Nov 23

PLUS: Expanded Service Support Will Drive Margin Upside In Coming Years

Narrative Update: ePlus Analyst Price Target Revised Analysts have maintained the fair value estimate for ePlus at $108.00. Improved profit margin projections have balanced out a somewhat lower forward price-to-earnings ratio in their updated assessment.
분석 기사 Nov 11

ePlus inc.'s (NASDAQ:PLUS) 27% Price Boost Is Out Of Tune With Earnings

ePlus inc. ( NASDAQ:PLUS ) shares have had a really impressive month, gaining 27% after a shaky period beforehand. The...
내러티브 업데이트 Nov 08

PLUS: Accelerating Managed Services Expansion Will Strengthen Margins And Drive Upside

Analysts have raised their price target for ePlus from $92 to $108. They cite improved revenue growth expectations, higher projected profit margins, and a slightly lower future price-to-earnings ratio as key factors behind the increase.
분석 기사 Jul 30

Unpleasant Surprises Could Be In Store For ePlus inc.'s (NASDAQ:PLUS) Shares

There wouldn't be many who think ePlus inc.'s ( NASDAQ:PLUS ) price-to-earnings (or "P/E") ratio of 16.7x is worth a...
분석 기사 Jul 12

ePlus (NASDAQ:PLUS) Seems To Use Debt Quite Sensibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
분석 기사 May 29

Investors Can Find Comfort In ePlus' (NASDAQ:PLUS) Earnings Quality

ePlus inc.'s ( NASDAQ:PLUS ) stock was strong despite it releasing a soft earnings report last week. Our analysis...
분석 기사 May 14

At US$66.90, Is It Time To Put ePlus inc. (NASDAQ:PLUS) On Your Watch List?

ePlus inc. ( NASDAQ:PLUS ), might not be a large cap stock, but it saw a significant share price rise of 22% in the...
분석 기사 Apr 24

Risks To Shareholder Returns Are Elevated At These Prices For ePlus inc. (NASDAQ:PLUS)

There wouldn't be many who think ePlus inc.'s ( NASDAQ:PLUS ) price-to-earnings (or "P/E") ratio of 15.3x is worth a...
분석 기사 Apr 04

Returns On Capital Signal Tricky Times Ahead For ePlus (NASDAQ:PLUS)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
분석 기사 Jan 29

ePlus (NASDAQ:PLUS) Seems To Use Debt Quite Sensibly

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
분석 기사 Jan 09

Shareholders Should Be Pleased With ePlus inc.'s (NASDAQ:PLUS) Price

It's not a stretch to say that ePlus inc.'s ( NASDAQ:PLUS ) price-to-earnings (or "P/E") ratio of 18.7x right now seems...
분석 기사 Dec 20

There Are Reasons To Feel Uneasy About ePlus' (NASDAQ:PLUS) Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
분석 기사 Dec 02

Is Now An Opportune Moment To Examine ePlus inc. (NASDAQ:PLUS)?

ePlus inc. ( NASDAQ:PLUS ), is not the largest company out there, but it received a lot of attention from a substantial...
분석 기사 Nov 01

A Look At The Fair Value Of ePlus inc. (NASDAQ:PLUS)

Key Insights Using the 2 Stage Free Cash Flow to Equity, ePlus fair value estimate is US$91.64 Current share price of...
분석 기사 Sep 27

ePlus inc.'s (NASDAQ:PLUS) P/E Is On The Mark

With a price-to-earnings (or "P/E") ratio of 23.9x ePlus inc. ( NASDAQ:PLUS ) may be sending bearish signals at the...
분석 기사 Sep 12

Is ePlus (NASDAQ:PLUS) Using Too Much Debt?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
User avatar
새로운 내러티브 Sep 10

Leveraging AI And Cloud For Sustainable Growth Amidst Financial Flourishing

Shift towards predictable revenue through managed/professional services and strategic investments in AI and cloud technology enhances market position.
Seeking Alpha Aug 19

ePlus Is Not Undervalued And Faces Uncertainties

Summary ePlus Inc. is an IT solutions provider serving both businesses and government agencies. ePlus is currently experiencing negative revenue growth. Profit margins are slowly declining. The current valuation of ePlus is near its all-time high. Read the full article on Seeking Alpha
분석 기사 Aug 15

Investors Can Find Comfort In ePlus' (NASDAQ:PLUS) Earnings Quality

The market was pleased with the recent earnings report from ePlus inc. ( NASDAQ:PLUS ), despite the profit numbers...
분석 기사 Aug 09

ePlus inc. (NASDAQ:PLUS) Analysts Are Pretty Bullish On The Stock After Recent Results

The first-quarter results for ePlus inc. ( NASDAQ:PLUS ) were released last week, making it a good time to revisit its...
분석 기사 Jul 25

Is Now An Opportune Moment To Examine ePlus inc. (NASDAQ:PLUS)?

ePlus inc. ( NASDAQ:PLUS ), is not the largest company out there, but it saw a double-digit share price rise of over...
분석 기사 Jul 12

ePlus inc.'s (NASDAQ:PLUS) Intrinsic Value Is Potentially 83% Above Its Share Price

Key Insights ePlus' estimated fair value is US$138 based on 2 Stage Free Cash Flow to Equity ePlus' US$75.54 share...
분석 기사 Jun 27

Returns At ePlus (NASDAQ:PLUS) Appear To Be Weighed Down

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...

CEO 보수 분석

Mark Marron의 보수는 ePlus의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$124m

Dec 31 2025n/an/a

US$148m

Sep 30 2025n/an/a

US$129m

Jun 30 2025n/an/a

US$111m

Mar 31 2025US$6mUS$975k

US$76m

Dec 31 2024n/an/a

US$81m

Sep 30 2024n/an/a

US$93m

Jun 30 2024n/an/a

US$106m

Mar 31 2024US$6mUS$925k

US$97m

Dec 31 2023n/an/a

US$127m

Sep 30 2023n/an/a

US$135m

Jun 30 2023n/an/a

US$131m

Mar 31 2023US$4mUS$917k

US$119m

Dec 31 2022n/an/a

US$111m

Sep 30 2022n/an/a

US$101m

Jun 30 2022n/an/a

US$104m

Mar 31 2022US$5mUS$846k

US$106m

Dec 31 2021n/an/a

US$97m

Sep 30 2021n/an/a

US$92m

Jun 30 2021n/an/a

US$81m

Mar 31 2021US$4mUS$800k

US$74m

Dec 31 2020n/an/a

US$72m

Sep 30 2020n/an/a

US$70m

Jun 30 2020n/an/a

US$70m

Mar 31 2020US$4mUS$800k

US$69m

보상 대 시장: Mark의 총 보수(USD6.41M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.32M) 수준입니다.

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


CEO

Mark Marron (64 yo)

9.8yrs
재임 기간
US$6,407,550
보수

Mr. Mark P. Marron serves as President and Chief Executive Officer at ePlus Inc. since August 1, 2016 and has been its Director since November 14, 2018. Mr. Marron began his career at ePlus Technology, Inc...


리더십 팀

이름직위재임 기간보수지분
Mark Marron
CEO, President & Director9.8yrsUS$6.41m0.80%
$ 16.8m
Elaine Marion
Chief Financial Officer17.8yrsUS$3.56m0.46%
$ 9.5m
Darren Raiguel
Chief Operating Officer8.1yrsUS$3.61m0.37%
$ 7.7m
David Mellor
Chief Information Officerless than a year데이터 없음데이터 없음
Kleyton Parkhurst
Senior VP of Corporate Development & Assistant Secretary24.8yrsUS$424.16k데이터 없음
Erica Stoecker
Chief Compliance Officer25.3yrs데이터 없음0.025%
$ 528.2k
John Bengivenni
Executive Vice President of Sales3.2yrs데이터 없음데이터 없음
Dori White
Senior Vice President of Marketingless than a year데이터 없음데이터 없음
Jenifer Pape
Vice President of Human Resources3.8yrs데이터 없음데이터 없음
Dan Farrell
Senior Vice President of Servicesno data데이터 없음데이터 없음
Kenneth Farber
President of Strategyno data데이터 없음데이터 없음
Amanda Dupree
Associate General Counselno data데이터 없음데이터 없음
8.1yrs
평균 재임 기간
63yo
평균 나이

경험이 풍부한 관리: PLUS의 경영진은 노련하고 경험이 풍부합니다(평균 재임 8.1 년).


이사회 구성원

이름직위재임 기간보수지분
Mark Marron
CEO, President & Director7.6yrsUS$6.41m0.80%
$ 16.8m
Bruce Bowen
Independent Director36.4yrsUS$191.18k0.099%
$ 2.1m
Melissa Ballenger
Independent Director1.4yrsUS$99.04k0.0097%
$ 204.3k
Renee Bergeron
Independent Director3.7yrsUS$198.07k0.022%
$ 467.0k
John Callies
Independent Director15.9yrsUS$205.06k0.082%
$ 1.7m
Ira Hunt
Independent Director11.8yrsUS$191.18k0.11%
$ 2.2m
Maureen Morrison
Independent Chair8yrsUS$225.49k0.053%
$ 1.1m
Mike Portegello
Independent Directorless than a year데이터 없음0.0034%
$ 72.3k
7.8yrs
평균 재임 기간
70yo
평균 나이

경험이 풍부한 이사회: PLUS의 이사회경험이 있음으로 간주됩니다(평균 재임 7.8 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/05 14:01
종가2026/06/05 00:00
수익2026/03/31
연간 수익2026/03/31

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

ePlus 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
Samuel EnglandBerenberg
Matthew RamsayCanaccord Genuity
Gregory BurnsSidoti & Company, LLC