SmartRent, Inc.

NYSE:SMRT 주식 리포트

시가총액: US$208.3m

SmartRent 경영진

경영진 기준 점검 0/4

현재 CEO에 대한 정보가 충분하지 않습니다.

핵심 정보

Frank Martell

최고경영자

US$2.9m

총 보수

CEO 급여 비율13.53%
CEO 재임 기간1yr
CEO 지분 보유율1.7%
경영진 평균 재임 기간1yr
이사회 평균 재임 기간2.1yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 16

SMRT: VAR Expansion And Share Buybacks Will Support Future Upside

Analysts have trimmed their fair value estimate for SmartRent from $2.00 to $1.75 as updated assumptions reflect a slightly higher discount rate, a higher revenue growth outlook, a lower profit margin estimate, and a modestly lower future P/E multiple. What's in the News SmartRent launched a value added reseller (VAR) program aimed at small and mid market rental housing owners and operators, with SKBM Smart Technology serving as the first VAR and installation provider in the program (Key Developments).
분석 기사 May 09

SmartRent, Inc. (NYSE:SMRT) Just Reported Earnings, And Analysts Cut Their Target Price

There's been a notable change in appetite for SmartRent, Inc. ( NYSE:SMRT ) shares in the week since its quarterly...
새로운 내러티브 May 08

Hardware And Sales Execution Headwinds Will Challenge IoT Expansion Yet Ultimately Support Long Term Potential

Catalysts About SmartRent SmartRent provides IoT powered smart home and property management solutions for rental housing owners and operators. What are the underlying business or industry changes driving this perspective?
내러티브 업데이트 Apr 22

SMRT: Share Buybacks And First Revenue Upswing Will Support Future Upside

Analysts have nudged their SmartRent price target higher to reflect a small shift in fair value to $2.00, a slightly higher discount rate of 8.47%, modestly adjusted profit margin expectations, and a marginally higher forward P/E assumption of about 29x. What's in the News SmartRent completed a share repurchase program announced on March 5, 2024, buying back 20,250,000 shares, or 10.22% of shares, for a total of $33.46m (Key Developments).
내러티브 업데이트 Apr 08

SMRT: Share Buybacks Will Support Future Upside As Losses Narrow

Analysts have modestly adjusted their SmartRent price target to $2.00 per share, reflecting updated views on fair value, discount rate, profit margin, and future P/E assumptions, while keeping revenue growth expectations steady. What's in the News SmartRent completed its share repurchase program announced on March 5, 2024, buying back a total of 20,250,000 shares, representing 10.22% of shares for $33.46 million (Key Developments).
내러티브 업데이트 Mar 25

SMRT: Share Buybacks And Improving Margins Will Support Future Upside

Analysts have adjusted the SmartRent price target from $1.85 to $2.00, linking this change to updated assumptions for revenue growth, profit margins, discount rate, and future P/E expectations. What's in the News SmartRent completed a share repurchase program covering 20,250,000 shares, representing 10.22% of the company, for a total of $33.46 million under the buyback announced on March 5, 2024 (Key Developments).
내러티브 업데이트 Mar 09

SMRT: Fair Value View Will Weigh Buybacks Against Ongoing Quarterly Losses

Analysts have raised their price target on SmartRent to $1.85 from $1.73, citing updated assumptions for revenue growth, profit margins and a higher future P/E multiple as key drivers of the revised outlook. What's in the News SmartRent completed a share repurchase program covering 20,250,000 shares, representing 10.22% of the company, for a total of $33.46 million under the buyback announced on March 5, 2024 (Key Developments).
내러티브 업데이트 Feb 23

SMRT: Fair Value View Will Balance Losses Against Returning Revenue Growth

Analysts have adjusted their SmartRent price target to $1.73, with the small change largely tied to updated modeling inputs, such as a slightly higher discount rate and a refined future P/E assumption around 170x. What's in the News SmartRent issued earnings guidance for the fourth quarter of 2025, setting expected revenue in a range of $36 million to $37 million.
내러티브 업데이트 Feb 09

SMRT: Fair Value View Will Weigh Future Upside Despite Returning Revenue Growth

Narrative Update on SmartRent The updated analyst price target for SmartRent has been nudged only slightly, with fair value held at $1.73 as analysts point to modest tweaks to their discount rate and future P/E assumptions rather than any shift in revenue growth or margin expectations. What's in the News SmartRent issued earnings guidance for the fourth quarter of 2025, targeting revenue between $36 million and $37 million.
Seeking Alpha Feb 05

SmartRent: Is The Market Ignoring The SaaS Transformation?

Summary SmartRent is pivoting from low-margin hardware to a SaaS-focused model, emphasizing software subscriptions and community WiFi services. Q3 2025 saw SaaS revenues rise to 39% of total income, improved EBITDA, and a 36% reduction in net losses, signaling progress toward profitability. SMRT's $100 million cash balance, zero debt, and $75 million undrawn credit provide robust liquidity, supporting its transition and limiting downside risk. At a 1.5x EV/revenue multiple and 30% potential upside if re-rated to 2x, SMRT appears undervalued versus profitable peers, contingent on SaaS execution. Read the full article on Seeking Alpha
내러티브 업데이트 Jan 24

SMRT: Future Returns Will Likely Stay Muted As Buyback Progress Slows

Analysts kept their SmartRent fair value estimate broadly unchanged at about $1.73 per share, citing only minor tweaks to the discount rate, long term profit margin assumptions, and future P/E that did not materially shift their overall price target view. What's in the News On November 13, 2025, SmartRent's board approved and adopted amended and restated company bylaws, with the changes becoming effective immediately upon approval (Key Developments).
내러티브 업데이트 Jan 09

SMRT: Future Returns Will Likely Stay Muted As Outlook Remains Steady

Analysts kept their SmartRent fair value estimate steady at US$1.73, with only small tweaks to the discount rate, revenue growth outlook, profit margin assumptions, and future P/E inputs. This supports a largely unchanged price target narrative.
내러티브 업데이트 Dec 26

SMRT: Future Returns Will Likely Disappoint Despite Stable Long-Term Assumptions

Analysts have modestly raised their price target on SmartRent, citing slightly lower discount rate assumptions and reinforced confidence in the company’s long term earnings multiple. Together, these factors support a fair value estimate that now rounds to approximately 1.73 dollars per share.
내러티브 업데이트 Dec 12

SMRT: Future Returns Will Likely Disappoint Despite Stable Long-Term Assumptions

Analysts have modestly raised their price target on SmartRent to reflect a slightly higher discount rate, along with stable long term growth and margin assumptions, now valuing the shares at approximately 1.73 dollars per share. What's in the News The board approves and adopts amended and restated company bylaws, effective November 13, 2025 (company filing).
분석 기사 Nov 28

Optimistic Investors Push SmartRent, Inc. (NYSE:SMRT) Shares Up 26% But Growth Is Lacking

SmartRent, Inc. ( NYSE:SMRT ) shares have had a really impressive month, gaining 26% after a shaky period beforehand...
내러티브 업데이트 Nov 27

SMRT: Stable Outlook Will Reflect Consistent Metrics and Recent Bylaw Amendments

Analysts have maintained SmartRent's price target this period, citing stable projections across revenue growth, profit margin, and valuation metrics as support for their unchanged outlook of $1.73 per share. What's in the News On November 13, 2025, SmartRent's Board of Directors approved and adopted amended and restated bylaws.
내러티브 업데이트 Nov 13

SMRT: Revenue Momentum Is Expected To Support Bullish Price Outlook

Narrative Update: SmartRent Analyst Price Target Raised Analysts have increased their price target for SmartRent from $1.48 to $1.73. This change reflects optimism driven by improved projected revenue growth, even as expected profit margins are lower.
분석 기사 Nov 07

These Analysts Think SmartRent, Inc.'s (NYSE:SMRT) Sales Are Under Threat

The analysts covering SmartRent, Inc. ( NYSE:SMRT ) delivered a dose of negativity to shareholders today, by making a...
분석 기사 Sep 18

SmartRent (NYSE:SMRT) Is In A Good Position To Deliver On Growth Plans

We can readily understand why investors are attracted to unprofitable companies. For example, although...
내러티브 업데이트 Aug 08

SaaS Transformation And AI Will Secure Future Resilience

Despite stronger expected revenue growth and an improved future P/E valuation, the analyst consensus price target for SmartRent has been revised down from $1.65 to $1.40. What's in the News Frank Martell appointed Chief Executive Officer, bringing 30+ years of executive leadership, expertise in digital innovation, and a strong track record in the real estate and financial sectors.
분석 기사 Apr 05

Little Excitement Around SmartRent, Inc.'s (NYSE:SMRT) Revenues As Shares Take 26% Pounding

Unfortunately for some shareholders, the SmartRent, Inc. ( NYSE:SMRT ) share price has dived 26% in the last thirty...
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새로운 내러티브 Mar 31

SaaS Transition Will Transform Smart Property Technology Prospects

Transitioning to a SaaS-focused model is boosting revenue, margins, and operational efficiency, highlighting future growth potential in smart property technology.
Seeking Alpha Feb 13

SmartRent: Very Messy But Undervalued Nonetheless

Summary SmartRent's post-IPO struggles include a 90% stock decline and the CEO stepping down, presenting a high-risk opportunity for bold investors. The company's business model hinges on hardware sales and high-margin, recurring SaaS revenue from smart home solutions. Despite declining total revenue, the Hosted Services segment shows promising double-digit growth and high gross profit margins. The focus on SaaS revenue suggests potential stability and profitability, making SMRT attractive for future-oriented investors. Read the full article on Seeking Alpha
분석 기사 Dec 13

SmartRent, Inc.'s (NYSE:SMRT) 27% Share Price Surge Not Quite Adding Up

SmartRent, Inc. ( NYSE:SMRT ) shareholders would be excited to see that the share price has had a great month, posting...
분석 기사 Nov 12

Bearish: Analysts Just Cut Their SmartRent, Inc. (NYSE:SMRT) Revenue and EPS estimates

The latest analyst coverage could presage a bad day for SmartRent, Inc. ( NYSE:SMRT ), with the analysts making...
Seeking Alpha Oct 04

SmartRent: Turnaround Play, Takeover Target, Or Just A Falling Knife?

Summary SmartRent is a proptech company, specializing in providing residential landlords with smart-home hardware and software. A series of negative developments, including an abrupt CEO exit and the suspension of guidance, sent SMRT to new all-time lows this summer. While shares may have promise as a turnaround play and/or as a takeover target, a closer look suggests it's too early to make SMRT stock a bottom-fisher's buy. Read the full article on Seeking Alpha
Seeking Alpha May 17

SmartRent: An Activist Emerges

Summary Today, we revisit SmartRent as the company has just received some activist pressure to put the company up for sale. While still unprofitable, the company is making some progress in reducing losses and has a pristine balance sheet. An updated analysis around SmartRent follows in the paragraphs below. Read the full article on Seeking Alpha

CEO 보수 분석

Frank Martell의 보수는 SmartRent의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

-US$25m

Dec 31 2025US$3mUS$386k

-US$61m

Sep 30 2025n/an/a

-US$69m

Jun 30 2025n/an/a

-US$72m

Mar 31 2025n/an/a

-US$66m

Dec 31 2024US$185kn/a

-US$34m

보상 대 시장: Frank의 총 보수(USD2.85M)는 US 시장에서 비슷한 규모 기업의 평균(USD1.66M)보다 높습니다.

보상과 수익: Frank의 보상은 회사가 적자임에도 증가했습니다.


CEO

Frank Martell (66 yo)

1yr
재임 기간
US$2,854,701
보수

Mr. Frank D. Martell serves as an Independent Director at SmartRent, Inc. since June 18, 2024 and serves as its CEO and President since June 16, 2025. He had been President & CEO of loanDepot.com, LLC unti...


리더십 팀

이름직위재임 기간보수지분
Frank Martell
CEO, President & Director1yrUS$2.85m1.73%
$ 3.6m
Isaiah Derose-Wilson
Co-Founder9.4yrsUS$1.07m0.059%
$ 122.5k
Daryl Stemm
Chief Financial Officer2.6yrsUS$1.08m0.062%
$ 128.3k
Brian McQuaid
General Counsel & Company Secretaryless than a yearUS$715.82k0.0051%
$ 10.7k
Natalie Cariola
Chief Revenue Officer1.7yrsUS$1.33m0.067%
$ 140.5k
Pankaj Bansi
Chief Operating Officerless than a year데이터 없음데이터 없음
Sangeeth Ponathil
Chief Information Officerless than a year데이터 없음0.0052%
$ 10.8k
Kelly Reisdorf
Head of Investor Relationsno data데이터 없음데이터 없음
Amanda Chavez
Vice President of Marketing & Communicationsno data데이터 없음데이터 없음
Heather Auer
Chief Human Resources Officerno data데이터 없음데이터 없음
Sebastian Popovic
CEO of Tri Plus Grupano data데이터 없음데이터 없음
1.0yrs
평균 재임 기간
55yo
평균 나이

경험이 풍부한 관리: SMRT의 경영진은 경험이 부족한 것으로 간주됩니다(평균 재임 1 년) — 신규 팀일 수 있습니다.


이사회 구성원

이름직위재임 기간보수지분
Frank Martell
CEO, President & Director2yrsUS$2.85m1.73%
$ 3.6m
John Dorman
Independent Chairman of the Board4.8yrsUS$1.20m0.29%
$ 611.2k
Thomas Bohjalian
Independent Director1yrUS$184.28k0.37%
$ 778.7k
Ana Pinczuk
Independent Director1.4yrsUS$281.10k0.14%
$ 301.0k
Alison Dean
Lead Independent Director2.3yrsUS$259.91k0.12%
$ 254.8k
Ann Sperling
Independent Director4.8yrsUS$249.38k0.18%
$ 368.2k
2.1yrs
평균 재임 기간
64yo
평균 나이

경험이 풍부한 이사회: SMRT의 이사회경험이 부족한 것으로 간주됩니다(평균 재임 2.1 년) — 신규 이사회일 가능성이 있습니다.


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/17 17:21
종가2026/06/17 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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산업 및 섹터 지표

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분석가 소스

SmartRent, Inc.는 6명의 분석가가 다루고 있습니다. 이 중 2명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Barry OxfordColliers Securities
Thomas WhiteD.A. Davidson & Co.
Shek HoDeutsche Bank