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UserTesting, Inc.NYSE:USER Voorraadrapport

Marktkapitalisatie US$1.1b
Prijs aandeel
n/a
Mijn reële waarde
n.v.t.
1Y1.8%
7D-0.1%
1D
Portefeuillewaarde
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UserTesting, Inc.

NYSE:USER Voorraadrapport

Marktkapitalisatie: US$1.1b

This company listing is no longer active

This company may still be operating, however this listing is no longer active. Find out why through their latest events.

UserTesting (USER) Aandelenoverzicht

UserTesting, Inc. engages in the operation of a software-as-a-service (SaaS) platform that enables organizations to know experiences of people as they engage with products, designs, apps, processes, concepts, or brands in the United States, the United Kingdom, and internationally. Meer informatie

Beloningen

De omzet zal naar verwachting met 18.86% per jaar groeien

De omzet groeide het afgelopen jaar met 38%

Risicoanalyse

De winst zal naar verwachting de komende drie jaar met gemiddeld 6% per jaar dalen.

Zeer volatiele aandelenkoers in de afgelopen 3 maanden vergeleken met de US markt

Momenteel verlieslatend en er wordt niet verwacht dat dit de komende 3 jaar winstgevend zal worden.

Aandeelhouders zijn het afgelopen jaar verwaterd


USER Community Fair Values

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UserTesting, Inc. Concurrenten

Prijsgeschiedenis en prestaties

Overzicht van hoogtepunten, dieptepunten en veranderingen in de aandelenkoersen voor UserTesting
Historische aandelenkoersen
Huidige aandelenkoersUS$7.50
52 Week HoogtepuntUS$11.99
52 Week LaagUS$3.31
Bèta0
1 maand verandering2.04%
3 maanden verandering106.04%
1 Jaar Verandering1.76%
3 jaar veranderingn/a
5 jaar veranderingn/a
Verandering sinds IPO-46.47%

Recent nieuws en updates

Seeking Alpha • Dec 13

UserTesting announces expiration of "go-shop" period for $1.3B buyout deal

UserTesting (NYSE:USER) announced on Tuesday the expiration of "go-shop" period under the terms of the previously announced merger agreement with private equity firms Thoma Bravo and Sunstone Partners. The digital customer insight company is to be sold to the PE firms in an all-cash transaction that values UserTesting at approximately $1.3B. The transaction is expected to close in the first half of 2023, subject to customary closing conditions, including approval by UserTesting (USER) shareholders and receipt of regulatory approvals. Upon closing of the transaction, UserTesting’s (USER) common stock will no longer be listed on any public market. The go-shop period expired at 11:59 p.m. ET on December 10, 2022. During the period, UserTesting (USER) did not receive any alternative acquisition proposals from any third party. USER shares are down ~2% premarket

Recent updates

Seeking Alpha • Dec 13

UserTesting announces expiration of "go-shop" period for $1.3B buyout deal

UserTesting (NYSE:USER) announced on Tuesday the expiration of "go-shop" period under the terms of the previously announced merger agreement with private equity firms Thoma Bravo and Sunstone Partners. The digital customer insight company is to be sold to the PE firms in an all-cash transaction that values UserTesting at approximately $1.3B. The transaction is expected to close in the first half of 2023, subject to customary closing conditions, including approval by UserTesting (USER) shareholders and receipt of regulatory approvals. Upon closing of the transaction, UserTesting’s (USER) common stock will no longer be listed on any public market. The go-shop period expired at 11:59 p.m. ET on December 10, 2022. During the period, UserTesting (USER) did not receive any alternative acquisition proposals from any third party. USER shares are down ~2% premarket
Seeking Alpha • Oct 26

UserTesting: Good Business, Bad Investment

Summary UserTesting, Inc. allows businesses to observe and watch real people who have opted in as they interact with products or services in order to obtain an authentic perspective. UserTesting’s system examines different points of view using machine learning and brings important insights to companies in record time and on a massive scale. In light of the information presented and the way things are currently standing, UserTesting does not strike me as an attractive investment opportunity when set alongside other possibilities. UserTesting, Inc. (USER) is a software as a service (SaaS) provider that takes the form of a platform. It gives businesses the ability to see and hear the experiences of customers as those customers interact with products, designs, applications, processes, concepts, or brands. In order for businesses to acquire a profound comprehension of what it is actually like to be a customer, they need to continually interact with, listen to, and observe their customers in person. This is made possible by the platform known as UserTesting, which allows businesses to observe and watch real people who have opted in as they interact with products or services in order to obtain an authentic perspective. This enables USER's customers to have improved experiences, which in turn drives growth, increases customer loyalty, and increases market share. Company Presentation USER’s system examines different points of view using machine learning and brings important insights to companies in record time and on a massive scale. By harnessing the potential of video to drive alignment and action, this aids businesses in saving time and money while also improving the quality of their choices about the customer experience. Companies are attempting to find new ways to set themselves apart in a competitive market by providing superior customer service and innovative products. To do this, businesses are investing billions on data analytics. The distance between an organization's view of its customer-centricity and the view of its customers remains wide despite these efforts. The "empathy gap" is the chasm between businesses and their customers, which often results in subpar service for the end user. Company Presentation The power of the UserTesting Human Insight Platform is the ability to capture and analyse Customer Experience Narratives (CxNs): CxNs are digitally recorded video narratives from targeted, opt-in audiences from our unique UserTesting Contributor Network or an organisation’s own network. These video-based recordings capture the perspectives and experiences of these audiences in narrative form. Our technology enables our contributors or customers of an organisation to record their screen or actions on camera as they consider and engage with products, designs, processes, concepts, or brands. As a result, we capture a broad array of human signals needed to truly understand a human experience, including: intonation and tone of voice, facial expressions, body language, visuals, and actions (both digital and real world), all overlaid with a person’s thoughts spoken out loud as they go through an experience. 2021 Annual Report. Company Presentation This rich and immersive format gives businesses a bird's eye view of their clients' reactions to the products and services they have developed and provided. USER had over 2,300 clients as of December 31, 2021, including more than half of the top 100 most valuable companies in the world, according to Forbes, and more than 300 significant customers with at least $100,000 in annual recurring revenue ((ARR)). FactSet, Analyst Est It is important to contextualize the role in which USER plays within organizations. Much is priced in due to the sentiment around cost cutting from companies and the consolidation in software platforms used for BAU. This has been the bear case against USER since the IPO and has caused the subsequent drop in share price. Yes, I mean, we co-exist often with some type of tool for doing quantitative analysis, kind of a survey type tool. We often coexist with some kind of analytics or measurement tool, so folks want to know what people are clicking on and their apps and things like that. Those are often even used by different teams in an organization. Our tool is primarily used by a design research team, a UX research team, to really get feedback on how people interact with a UI that might not even be in production. We see a lot of prototype testing on our platform. Again, what you're just not going to be able to do with production analytics, or, for example, you can't survey your customer base about a UI they've never seen before. We don't see a lot of displacement risks from a consolidation standpoint. I think for us, it's really just around companies continuing to invest in those teams that are supporting the UX research efforts that are going on in their product organizations Andy MacMillan, CEO, Q2 Earnings Call. Company Presentation Financial Breakdown When one looks at the income sheet, it's easy to get the impression that USER is just another technology firm that's losing money. Despite the fact that this is true, it does not represent the opportunity that is currently available. Consequently, the company's profitability will inevitably be constrained in the short term, but this stage of the business's development will pave the way for expansion in the longer run. The balance sheet for USER is solid, exhibiting a substantial negative net debt position well in advance of the initial public offering. This affords the management team the flexibility to restructure and adjust their strategy in response to the macro environment as they deem appropriate. Company Report On a relative basis USER’s 73.8% drop in price since the IPO has brought the valuation down to earth as such. This however has to be effectively judged as to whether there is much more room to continually grow given USER's market penetration. As is evident with the growth in Gross Margin, the profitability can be achieved within a few years as forecast by management. This comes on the back of significant restructuring to facilitate the macro environment.
Analyseartikel • Sep 29

We're Not Very Worried About UserTesting's (NYSE:USER) Cash Burn Rate

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
Seeking Alpha • Aug 24

UserTesting team up with Tbot Techno Systems

UserTesting (NYSE:USER) and Tbot Techno Systems forms partnership to bring human insight to more organizations across India and Singapore. Through the partnership, Tbot Systems becomes the first UserTesting Authorized reseller in India and Singapore region. The partnership now offers Indian and Singaporean companies a new and trusted way to adopt the UserTesting Human Insight Platform with added consulting services from Tbot, including support and training services. The UserTesting Human Insight Platform is trusted by major consumer brands across Asia-Pacific such as Tata, Mahindra, HDFC Life, etc., and leading technology brands like Wipro, Amazon, Make My Trip, Cars24 and Razorpay, etc.
Analyseartikel • Aug 07

UserTesting, Inc. (NYSE:USER) Just Reported, And Analysts Assigned A US$8.55 Price Target

One of the biggest stories of last week was how UserTesting, Inc. ( NYSE:USER ) shares plunged 23% in the week since...
Seeking Alpha • Aug 04

UserTesting Non-GAAP EPS of -$0.07 beats by $0.03, revenue of $47.6M beats by $0.78M

UserTesting press release (NYSE:USER): Q2 Non-GAAP EPS of -$0.07 beats by $0.03. Revenue of $47.6M (+36% Y/Y) beats by $0.78M. Shares -4.8% PM. Subscription revenue was $45.2 million, up 40% year-over-year Q3 Outlook: Total revenue between $47.5 million and $48.5 million; Non-GAAP operating margin between (27.0)% and (29.0)%; Non-GAAP net loss per share between $(0.09) and $(0.10) assuming 144.5 million weighted-average shares outstanding. FY Outlook: Total revenue between $190.0 million and $193.0 million; Non-GAAP operating margin between (23.0)% and (25.0)%; Non-GAAP net loss per share between $(0.31) and $(0.33) assuming 144.0 million weighted-average shares outstanding.
Analyseartikel • Jun 03

Here's Why We're Not Too Worried About UserTesting's (NYSE:USER) Cash Burn Situation

We can readily understand why investors are attracted to unprofitable companies. For example, although Amazon.com made...
Seeking Alpha • May 29

UserTesting: Getting Closer To Break Even Status

Today, we put a small cap SaaS concern called UserTesting in the spotlight for the first time. Despite several years of more than solid revenue growth, the stock is solidly in 'Busted IPO' territory. Is the worst over for shareholders?  A full investment analysis follows in the paragraphs below.
Seeking Alpha • Mar 18

UserTesting: Disrupting The Customer Experience Industry

UserTesting operates a software-as-a-service platform that enables enterprises to learn about people's experiences with its products, designs, apps, processes or brands. The company adds to the industry by offering a platform that allows companies to hear and see their users. This allows answering the question of how customers really feel, something that the industry doesn't seem to primarily offer yet. Historical revenue is great and I expect it to continue, with thanks to catalysts such as international expansion and setting up a resellers program. The discount compared to its industry combined with a strong business model leads me to believe that UserTesting is undervalued.
Analyseartikel • Feb 17

We're Not Very Worried About UserTesting's (NYSE:USER) Cash Burn Rate

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Seeking Alpha • Nov 21

UserTesting IPO: Testing The Market

UserTesting is the latest human insight and experience management firm going public. I like the operating traction of the firm and its platform. I wonder why investors act so cautious. The relative valuations look quite compelling here and a small speculative position seems warranted.

Rendement voor aandeelhouders

USERUS SoftwareUS Markt
7D-0.1%4.9%0.3%
1Y1.8%-5.1%26.2%

Rendement versus industrie: USER overtrof de US Software industrie, die het afgelopen jaar een rendement -5.1 % opleverde.

Rendement versus markt: USER overtrof de US markt, die het afgelopen jaar een rendement opleverde van 26.2 %.

Prijsvolatiliteit

Is USER's price volatile compared to industry and market?
USER volatility
USER Average Weekly Movement26.7%
Software Industry Average Movement10.1%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

Stabiele aandelenkoers: De aandelenkoers van USER is de afgelopen 3 maanden volatiel geweest in vergelijking met de US markt.

Volatiliteit in de loop van de tijd: De wekelijkse volatiliteit van USER is het afgelopen jaar gestegen van 18% naar 27%.

Over het bedrijf

OpgerichtWerknemersCEOWebsite
2007810Andy MacMillanwww.usertesting.com

UserTesting, Inc. Samenvatting

Hoe verhouden de winst en inkomsten van UserTesting zich tot de beurswaarde?
USER fundamentele statistieken
MarktkapitalisatieUS$1.10b
Inkomsten(TTM)-US$66.03m
Inkomsten(TTM)US$185.31m
5.9x
P/S-verhouding
-16.7x
Koers/Winstverhouding

Is USER overgewaardeerd?

Zie Reële waarde en waarderingsanalyse

Inkomsten en omzet

Belangrijkste winstgevendheidsstatistieken uit het laatste winstverslag (TTM)
USER resultatenrekening (TTM)
InkomstenUS$185.31m
Kosten van inkomstenUS$41.40m
BrutowinstUS$143.90m
Overige uitgavenUS$209.93m
Inkomsten-US$66.03m

Laatst gerapporteerde inkomsten

Sep 30, 2022

Volgende inkomensdatum

n.v.t.

Winst per aandeel (EPS)-0.45
Brutomarge77.66%
Nettowinstmarge-35.63%
Schuld/Eigen Vermogen Verhouding0%

Hoe presteerde USER op de lange termijn?

Bekijk historische prestaties en vergelijking

Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2023/01/13 13:05
Aandelenkoers aan het einde van de dag2023/01/11 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

UserTesting, Inc. wordt gevolgd door 11 analisten. 7 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
Robert OliverBaird
David HynesCanaccord Genuity
Mark MurphyJ.P. Morgan