Thinkific Labs Inc.

TSX:THNC Voorraadrapport

Marktkapitalisatie: CA$106.7m

Thinkific Labs Inkomsten in het verleden

Verleden criteriumcontroles 3/6

Thinkific Labs heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 34.1%, terwijl de Software-industrie de winst zag groeien met 28% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 18.9%. Het rendement op eigen vermogen van Thinkific Labs is 3%, en het heeft een nettomarge van 1.8%.

Belangrijke informatie

34.05%

Groei van de winst

37.46%

Groei van de winst per aandeel

Software Groei van de industrie8.18%
Inkomstengroei18.90%
Rendement op eigen vermogen2.98%
Nettomarge1.76%
Volgende winstupdate04 May 2026

Recente prestatie-updates uit het verleden

Recent updates

THNC: Enterprise Shift And Buybacks Will Support Future Rerating

Narrative Update on Thinkific Labs The consolidated analyst price target for Thinkific Labs has moved lower by CA$0.25 to CA$2.25, as analysts cite reduced visibility from the shift toward higher value enterprise customers and weaker EBITDA margin guidance, with growth reacceleration now expected later in the year. Analyst Commentary Recent research updates signal a more cautious stance on Thinkific Labs, with lower price targets and a shift in ratings that reflect both execution risk around the upmarket transition and questions around near term profitability.

THNC: Enterprise Shift And H2 Reacceleration Expectations May Support Upside Potential

Narrative Update Analysts have cut their average price targets on Thinkific Labs to a range of about CA$2 to CA$2.25, reflecting caution around the company's transition toward higher-value enterprise customers and its weaker EBITDA margin guidance. Analyst Commentary Recent Street research on Thinkific Labs points to a more cautious stance, with price targets reset to around CA$2 to CA$2.25 and ratings moved to Neutral or Hold.

THNC: Upmarket Enterprise Focus And Buybacks Will Support Future Repricing

Analysts have trimmed their average price target for Thinkific Labs from CA$2.25 to CA$2.00, citing reduced fair value estimates, a higher discount rate, more modest revenue growth assumptions, and updated expectations for profit margins and future P/E levels, as reflected in recent research from CIBC and Canaccord. Analyst Commentary Analysts are recalibrating their views on Thinkific Labs, with recent research pointing to both potential opportunities and clear execution risks as the company focuses more on larger, higher-value enterprise customers.

THNC: Upmarket Enterprise Shift And Neutral Rating Outlook May Support Upside

Analysts have trimmed their average price targets on Thinkific Labs to a range of about CA$2 to CA$2.25, down from prior levels near CA$2.50 to CA$4.25. This reflects reduced fair value estimates, slightly higher discount rates, and more cautious views on growth, margins, and future P/E.

THNC: Higher Margin Outlook Will Support Improved Earnings Multiple Potential

Analysts have trimmed their price target on Thinkific Labs by CA$0.07 to CA$2.43, citing updated assumptions around revenue growth, profit margins, and a slightly higher discount rate, while keeping future P/E expectations broadly in line with prior views. Valuation Changes Fair Value: CA$2.50 to CA$2.43, a modest reduction in the modelled estimate.

THNC: Share Repurchases And Market Perform Rating Will Support Future Repricing

Analysts have trimmed their price target for Thinkific Labs to C$3.00, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and a much higher future P/E that also supported a recent downgrade to Market Perform. Analyst Commentary Bullish Takeaways Bullish analysts still see upside to the revised C$3.00 target, indicating they view the current market price as already reflecting many of the known execution risks.

THNC: Share Buybacks And Neutral Rating Outlook May Support Future Upside

Analysts have reduced their fair value estimate for Thinkific Labs from about $5.01 to roughly $4.19 per share. This reflects a lower price target following a recent downgrade to Market Perform and updated assumptions for growth, margins, discount rate, and future P/E.

THNC: Share Repurchases And Market Perform Rating Will Support Future Upside

Analysts have trimmed their price target on Thinkific Labs to C$3.01 from C$3.05, citing slightly lower profit margin assumptions and a modestly higher future P/E. This adjustment is consistent with a recent downgrade to Market Perform and a C$3 target from Street research.

THNC: Share Repurchases Will Support Future Upside After Market Perform Downgrade

Narrative Update on Thinkific Labs Analysts have reduced their price target on Thinkific Labs to C$3.00, citing a more cautious outlook that offsets modest improvements in profit margin expectations and a slightly lower assumed future price to earnings multiple. Analyst Commentary Analysts have taken a more balanced stance on Thinkific Labs, reflecting both the company’s progress and the constraints on its near term growth and valuation potential at the current price target.

THNC: Share Repurchases Will Support Future Upside Despite Market Perform Downgrade

Analysts have maintained their price target on Thinkific Labs at C$3.05, reflecting slightly higher discount rate assumptions and more modest revenue growth expectations following a recent sector-wide reassessment. Analyst Commentary Analysts acknowledge that the recent downgrade to Market Perform reflects a more balanced risk reward profile for Thinkific Labs at current levels, rather than a fundamental shift in the company’s long term prospects.

Thinkific Labs Inc. (TSE:THNC) Not Doing Enough For Some Investors As Its Shares Slump 26%

Dec 03
Thinkific Labs Inc. (TSE:THNC) Not Doing Enough For Some Investors As Its Shares Slump 26%

THNC: Share Repurchase Program Will Support Long-Term Margin Stability

Narrative Update on Thinkific Labs Analysts have lowered their price target for Thinkific Labs from $3.46 to $3.05, citing moderated revenue growth expectations and a recent downgrade in rating. Analyst Commentary Following the recent revision to a Market Perform rating, analysts have provided insights highlighting both optimistic and cautious perspectives regarding Thinkific Labs' outlook and valuation.

AI Integration And Upmarket Shift Will Empower Digital Education

Thinkific Labs' consensus price target has been revised downward, primarily reflecting slower expected revenue growth and a higher future P/E ratio, now implying a fair value of CA$3.46 per share. What's in the News Thinkific Labs provided Q3 2025 revenue guidance of $18.1–$18.4 million.

Shareholders Will Probably Hold Off On Increasing Thinkific Labs Inc.'s (TSE:THNC) CEO Compensation For The Time Being

Jun 13
Shareholders Will Probably Hold Off On Increasing Thinkific Labs Inc.'s (TSE:THNC) CEO Compensation For The Time Being

Results: Thinkific Labs Inc. Confounded Analyst Expectations With A Surprise Profit

May 08
Results: Thinkific Labs Inc. Confounded Analyst Expectations With A Surprise Profit

There's Reason For Concern Over Thinkific Labs Inc.'s (TSE:THNC) Massive 72% Price Jump

May 06
There's Reason For Concern Over Thinkific Labs Inc.'s (TSE:THNC) Massive 72% Price Jump
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AI Tools And New Features Will Improve Future Customer Retention

Accelerated adoption of Thinkific Commerce and expanded payment features are driving revenue growth through higher transaction sizes and increased commerce usage.

Most Shareholders Will Probably Find That The Compensation For Thinkific Labs Inc.'s (TSE:THNC) CEO Is Reasonable

Jun 13
Most Shareholders Will Probably Find That The Compensation For Thinkific Labs Inc.'s (TSE:THNC) CEO Is Reasonable

Thinkific Labs Inc.'s (TSE:THNC) 26% Jump Shows Its Popularity With Investors

Feb 13
Thinkific Labs Inc.'s (TSE:THNC) 26% Jump Shows Its Popularity With Investors

Here's Why We're Not At All Concerned With Thinkific Labs' (TSE:THNC) Cash Burn Situation

Jan 23
Here's Why We're Not At All Concerned With Thinkific Labs' (TSE:THNC) Cash Burn Situation

Thinkific Labs Inc.'s (TSE:THNC) 27% Jump Shows Its Popularity With Investors

Nov 24
Thinkific Labs Inc.'s (TSE:THNC) 27% Jump Shows Its Popularity With Investors

Thinkific Labs Inc. (TSE:THNC) Shares Could Be 22% Below Their Intrinsic Value Estimate

Nov 09
Thinkific Labs Inc. (TSE:THNC) Shares Could Be 22% Below Their Intrinsic Value Estimate

Is It Too Late To Consider Buying Thinkific Labs Inc. (TSE:THNC)?

Jul 08
Is It Too Late To Consider Buying Thinkific Labs Inc. (TSE:THNC)?

Thinkific Labs (TSE:THNC) Is In A Good Position To Deliver On Growth Plans

Mar 30
Thinkific Labs (TSE:THNC) Is In A Good Position To Deliver On Growth Plans

Opbrengsten en kosten

Hoe Thinkific Labs geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.


Inkomsten en omzetgeschiedenis

TSX:THNC Opbrengsten, kosten en inkomsten (USD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
31 Dec 257313322
30 Sep 257203421
30 Jun 257113420
31 Mar 256913319
31 Dec 246703419
30 Sep 246513319
30 Jun 2463-13318
31 Mar 2461-43419
31 Dec 2359-103619
30 Sep 2357-143821
30 Jun 2356-234023
31 Mar 2354-314125
31 Dec 2251-364327
30 Sep 2248-424428
30 Jun 2245-424327
31 Mar 2242-374025
31 Dec 2138-263419
30 Sep 2135-172615
30 Jun 2131-72011
31 Mar 2126-2158
31 Dec 2021-1126
31 Dec 1910053
31 Dec 186032

Kwaliteitswinsten: THNC heeft hoge kwaliteitsinkomsten.

Groeiende winstmarge: THNC is in het verleden winstgevend geweest.


Analyse vrije kasstroom versus winst


Analyse van de winstgroei in het verleden

Winsttrend: THNC is de afgelopen 5 jaar winstgevend geworden en heeft de winst met 34.1% per jaar laten groeien.

Versnelling van de groei: THNC is het afgelopen jaar winstgevend geworden, waardoor de winstgroei moeilijk te vergelijken is met het 5-jarig gemiddelde.

Winst versus industrie: THNC is het afgelopen jaar winstgevend geworden, waardoor het lastig is om de winstgroei van het afgelopen jaar te vergelijken met die van de Software -sector ( -7.7% ).


Rendement op eigen vermogen

Hoge ROE: Het Rendement op eigen vermogen ( 3% ) van THNC wordt als laag beschouwd.


Rendement op activa


Rendement op geïnvesteerd vermogen


Ontdek sterk presterende bedrijven uit het verleden

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/05/03 07:51
Aandelenkoers aan het einde van de dag2026/05/01 00:00
Inkomsten2025/12/31
Jaarlijkse inkomsten2025/12/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Thinkific Labs Inc. wordt gevolgd door 5 analisten. 4 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

AnalistInstelling
Martin TonerATB Cormark
Thanos MoschopoulosBMO Capital Markets Equity Research
Robert YoungCanaccord Genuity