Benefitfocus, Inc.

NasdaqGM:BNFT Voorraadrapport

Marktkapitalisatie: US$362.0m

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Benefitfocus Inkomsten in het verleden

Verleden criteriumcontroles 0/6

Belangrijke informatie

12.30%

Groei van de winst

13.82%

Groei van de winst per aandeel

Software Groei van de industrie17.33%
Inkomstengroei1.34%
Rendement op eigen vermogenn/a
Nettomarge-9.96%
Laatste winstupdate30 Sep 2022

Recente prestatie-updates uit het verleden

Recent updates

Seeking Alpha • Sep 15

Benefitfocus: How The Mighty Have Fallen

Summary Today, we put Benefitfocus, Inc. in the spotlight for the first time in four years. The stock took a huge hit starting in early 2019 into the start of the pandemic and has never recovered since. Are the shares now oversold? An investment analysis follows in the paragraphs below. "The most critical time in any battle is not when I'm fatigued, it's when I no longer care." - Craig D. Lounsbrough I got an inquiry on Benefitfocus, Inc. (BNFT) this week from a Seeking Alpha follower. The last piece I put on this cloud-based benefits management provider in the summer of 2018. We took profits in this name within the model portfolio of the Busted IPO Forum a few quarters later. This turned out to be fortuitous timing, as the stock and company have fallen on very hard times since. I have not really looked at it since. Is this equity now oversold? An analysis follows below. Seeking Alpha Company Overview: Benefitfocus, Inc. is headquartered in Charleston, SC. The company provides cloud-based benefits management technology solutions for employers and health plans throughout the United States. The stock currently trades just south of $7.00 a share for an approximate market cap of $240 million. August Company Presentation Second Quarter Results: On August 3rd, the company posted second quarter numbers. Benefitfocus had a GAAP quarterly net loss of 40 cents a share, more than a dime below the consensus. Revenues fell seven percent on a year-over-year basis to $56.6 million, roughly in line with expectations. August Company Presentation Here is the breakdown of the core revenue flows during the quarter. Subscription revenue was $42.0 million, down 5% compared to the second quarter of 2021. Platform revenue was $6.6 million, up 12% compared to the second quarter of 2021. Professional services revenue was $8.0 million, down 25% compared to the second quarter of 2021. Management also provided the following forward guidance. August Company Overview Analyst Commentary & Balance Sheet: The company gets little attention from Wall Street. JPMorgan assumed coverage with a Neutral rating on BNFT late in May, with an $11 price target. Piper Sandler maintained its Hold rating on September 6th and cut its price target from $9 to $6 a share. The analyst at Sandler said her price target cut: Reflects the company's Q2 results and guidance while also noting its lack of revenue growth, margin erosion and heavily Q4-weighted guidance. Benefitfocus also offers few actual data points to back up its assertion that FY23 growth will accelerate." Those are the only two analyst firm ratings I can find on the stock so far in 2022. Just over three percent of the outstanding float in the stock is currently held short. A beneficial owner purchased just over $5 million of shares in the stock in March of this year. Since then, the CFO has disposed of nearly $600,000 worth of his holdings in BNFT.
Analyseartikel • Sep 02

A Look At The Intrinsic Value Of Benefitfocus, Inc. (NASDAQ:BNFT)

In this article we are going to estimate the intrinsic value of Benefitfocus, Inc. ( NASDAQ:BNFT ) by estimating the...
Seeking Alpha • Aug 26

Benefitfocus agrees to repurchase certain of its outstanding convertible senior notes

Benefitfocus (NASDAQ:BNFT) has agreed to repurchase certain of its 1.25% convertible senior notes due 2023.  The company will repurchase ~$114M in aggregate principal amount of the outstanding 2023 notes for ~$111M in cash representing a discount to par. Funds for the repurchase will be derived from borrowings under the company’s new senior secured credit facility. The repurchase is expected to close on August 31, 2022.
Seeking Alpha • Aug 01

Benefitfocus appoints chief technology officer

Benefits administration technology company Benefitfocus (NASDAQ:BNFT) appointed Ed Rumzis chief technology officer, effective Aug. 8. Rumzis, most recently, was the chief technology officer at bswift. Source: Press Release
Analyseartikel • Jul 21

Is It Time To Consider Buying Benefitfocus, Inc. (NASDAQ:BNFT)?

Benefitfocus, Inc. ( NASDAQ:BNFT ), might not be a large cap stock, but it saw a double-digit share price rise of over...
Analyseartikel • May 06

Calculating The Fair Value Of Benefitfocus, Inc. (NASDAQ:BNFT)

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Benefitfocus, Inc...
Analyseartikel • Mar 18

Is Benefitfocus (NASDAQ:BNFT) A Risky Investment?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Analyseartikel • Aug 05

Benefitfocus (NASDAQ:BNFT) Is Looking To Continue Growing Its Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Analyseartikel • Jun 09

Benefitfocus, Inc. (NASDAQ:BNFT) Shares Could Be 21% Below Their Intrinsic Value Estimate

In this article we are going to estimate the intrinsic value of Benefitfocus, Inc. ( NASDAQ:BNFT ) by taking the...
Analyseartikel • Apr 28

Benefitfocus (NASDAQ:BNFT) Is Doing The Right Things To Multiply Its Share Price

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Analyseartikel • Apr 04

Is Benefitfocus (NASDAQ:BNFT) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analyseartikel • Mar 14

At US$14.81, Is Benefitfocus, Inc. (NASDAQ:BNFT) Worth Looking At Closely?

Benefitfocus, Inc. ( NASDAQ:BNFT ), is not the largest company out there, but it saw a significant share price rise of...
Analyseartikel • Feb 21

A Look At The Intrinsic Value Of Benefitfocus, Inc. (NASDAQ:BNFT)

Does the February share price for Benefitfocus, Inc. ( NASDAQ:BNFT ) reflect what it's really worth? Today, we will...
Analyseartikel • Jan 25

How Much Did Benefitfocus'(NASDAQ:BNFT) Shareholders Earn From Share Price Movements Over The Last Five Years?

Benefitfocus, Inc. ( NASDAQ:BNFT ) shareholders will doubtless be very grateful to see the share price up 30% in the...
Analyseartikel • Dec 30

Is Benefitfocus (NASDAQ:BNFT) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analyseartikel • Dec 04

At US$13.85, Is It Time To Put Benefitfocus, Inc. (NASDAQ:BNFT) On Your Watch List?

Benefitfocus, Inc. ( NASDAQ:BNFT ), is not the largest company out there, but it received a lot of attention from a...

Opbrengsten en kosten

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

Inkomsten en omzetgeschiedenis

NasdaqGM:BNFT Opbrengsten, kosten en inkomsten (USD Millions )
DatumInkomstenInkomstenG+A UitgavenR&D-uitgaven
30 Sep 22249-258747
30 Jun 22255-369146
31 Mar 22259-399145
31 Dec 21263-399345
30 Sep 21264-389145
30 Jun 21266-258845
31 Mar 21267-218545
31 Dec 20268-289046
30 Sep 20279-339847
30 Jun 20287-4010650
31 Mar 20294-4211653
31 Dec 19296-4612155
30 Sep 19283-5512855
30 Jun 19273-5412551
31 Mar 19265-5312349
31 Dec 18259-5312148
30 Sep 18252-4711047
30 Jun 18247-4910749
31 Mar 18242-4910249
31 Dec 17237-509850
30 Sep 17232-519551
30 Jun 17233-459352
31 Mar 17236-429253
31 Dec 16237-408957
30 Sep 16225-458757
30 Jun 16212-548656
31 Mar 16197-618555

Kwaliteitswinsten: BNFT is momenteel verliesgevend.

Groeiende winstmarge: BNFT is momenteel verliesgevend.

Analyse vrije kasstroom versus winst

Analyse van de winstgroei in het verleden

Winsttrend: BNFT is verlieslatend, maar heeft de verliezen de afgelopen 5 jaar met een snelheid van 12.3% per jaar verminderd.

Versnelling van de groei: Het is niet mogelijk om de winstgroei van BNFT over het afgelopen jaar te vergelijken met het gemiddelde over de afgelopen vijf jaar, omdat het bedrijf momenteel verliesgevend is.

Winst versus industrie: BNFT is verlieslatend, waardoor het lastig is om de winstgroei van het afgelopen jaar te vergelijken met die van de Software industrie ( 11.8% ).

Rendement op eigen vermogen

Hoge ROE: De schulden van BNFT zijn groter dan de activa, dus het is lastig om het rendement op het eigen vermogen te berekenen.

Rendement op activa

Rendement op geïnvesteerd vermogen

Ontdek sterk presterende bedrijven uit het verleden

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Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2023/01/25 01:54
Aandelenkoers aan het einde van de dag2023/01/23 00:00
Inkomsten2022/09/30
Jaarlijkse inkomsten2021/12/31

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

Benefitfocus, Inc. wordt gevolgd door 18 analisten. 2 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
Asad FaridBerenberg
David HynesCanaccord Genuity
Steven HalperCantor Fitzgerald & Co.