ASX:DSE

Stock Analysis Report

Executive Summary

Dropsuite Limited operates a cloud based software platform worldwide.

Snowflake

Fundamentals

Excellent balance sheet with questionable track record.

Share Price & News

How has Dropsuite's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: DSE's share price has been volatile over the past 3 months.


Market Performance


7 Day Return

4.8%

DSE

4.4%

AU Software

0.7%

AU Market


1 Year Return

15.8%

DSE

52.9%

AU Software

13.6%

AU Market

Return vs Industry: DSE underperformed the Australian Software industry which returned 52.9% over the past year.

Return vs Market: DSE exceeded the Australian Market which returned 13.6% over the past year.


Shareholder returns

DSEIndustryMarket
7 Day4.8%4.4%0.7%
30 Day10.0%0.3%1.7%
90 Day63.0%5.8%2.4%
1 Year15.8%15.8%54.3%52.9%20.1%13.6%
3 Yearn/a154.3%144.0%41.1%22.3%
5 Yearn/a171.9%150.3%54.7%19.7%

Price Volatility Vs. Market

How volatile is Dropsuite's share price compared to the market and industry in the last 5 years?


Simply Wall St News

Valuation

Is Dropsuite undervalued compared to its fair value and its price relative to the market?

6.17x

Price to Book (PB) ratio


Share Price vs. Fair Value

Below Fair Value: Insufficient data to calculate DSE's fair value to establish if it is undervalued.

Significantly Below Fair Value: Insufficient data to calculate DSE's fair value to establish if it is undervalued.


Price To Earnings Ratio

PE vs Industry: DSE is unprofitable, so we can't compare its PE Ratio to the Software industry average.

PE vs Market: DSE is unprofitable, so we can't compare its PE Ratio to the Australian market.


Price to Earnings Growth Ratio

PEG Ratio: Insufficient data to calculate DSE's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: DSE is overvalued based on its PB Ratio (6.2x) compared to the AU Software industry average (4.3x).


Next Steps

Future Growth

How is Dropsuite forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?

37.3%

Forecasted Software industry annual growth in earnings


In this section we usually present revenue and earnings growth projections based on the consensus estimates of professional analysts to help investors understand the company’s ability to generate profit. But as Dropsuite has not provided enough past data and has no analyst forecast, its future earnings cannot be reliably calculated by extrapolating past data or using analyst predictions.

This is quite a rare situation as 97% of companies covered by SimplyWall St do have past financial data.


Next Steps

Past Performance

How has Dropsuite performed over the past 5 years?

12.2%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: DSE has high quality earnings.

Growing Profit Margin: DSE's current net profit margins (-36.2%) are higher than last year (-53.1%).


Past Earnings Growth Analysis

Earnings Trend: DSE is unprofitable, but has reduced losses over the past 5 years at a rate of 12.2% per year.

Accelerating Growth: Unable to compare DSE's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: DSE is unprofitable, making it difficult to compare its past year earnings growth to the Software industry (22.6%).


Return on Equity

High ROE: DSE has a negative Return on Equity (-58.91%), as it is currently unprofitable.


Return on Assets


Return on Capital Employed


Next Steps

Financial Health

How is Dropsuite's financial position?


Financial Position Analysis

Short Term Liabilities: DSE's short term assets (A$3.2M) exceeds its short term liabilities (A$600.0K)

Long Term Liabilities: DSE's short term assets (3.2M) exceeds its long term liabilities (50.3K)


Debt to Equity History and Analysis

Debt Level: DSE is debt free.

Reducing Debt: DSE had no debt 5 years ago.


Balance Sheet

Inventory Level: DSE has a low level of unsold assets or inventory.

Debt Coverage by Assets: Insufficient data to determine if DSE's debt is covered by short term assets.


Cash Runway Analysis

For companies that have on average been loss making in the past we assess whether they have at least 1 year of cash runway.

Stable Cash Runway: DSE has sufficient cash runway for more than a year based on its current free cash flow.

Forecast Cash Runway: DSE has less than a year of cash runway if free cash flow continues to grow at historical rates of 27.8% each year.


Next Steps

Dividend

What is Dropsuite's current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

companyn/amarketbottom25%2.3%markettop25%5.6%industryaverage1.2%forecastin3Yearsn/a

Current dividend yield vs market & industry

Notable Dividend: Unable to evaluate DSE's dividend yield against the bottom 25% of dividend payers, as the company has not reported any payouts.

High Dividend: Unable to evaluate DSE's dividend yield against the top 25% of dividend payers, as the company has not reported any payouts.


Stability and Growth of Payments

Stable Dividend: Insufficient data to determine if DSE's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if DSE's dividend payments have been increasing.


Current Payout to Shareholders

Dividend Coverage: Insufficient data to calculate payout ratio to determine if its dividend payments are covered by earnings.


Future Payout to Shareholders

Future Dividend Coverage: No need to calculate the sustainability of DSE's dividend in 3 years as they are not forecast to pay a notable one for the Australian market.


Next Steps

Management

What is the CEO of Dropsuite's salary, the management and board of directors tenure and is there insider trading?

AU$389k

CEO Compensation


CEO

Charif Elansari 0

0yrs

Tenure

AU$388,540

Compensation

Mr. Charif Elansari serves as the Chief Executive Officer and Managing Director at Dropsuite Limited. Mr. Elansari has been Managing Director and Director at Excalibur Mining Corporation Limited since Dece ...


CEO Compensation Analysis

Compensation vs Market: Charif's total compensation ($USD265.72K) is about average for companies of similar size in the Australian market ($USD258.75K).

Compensation vs Earnings: Charif's compensation has increased whilst the company is unprofitable.


Insider Trading

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 21.3%.


Management Team

  • Charif Elansari

    CEO, MD & Director

    • Tenure: 0yrs
    • Compensation: AU$388.54k
  • Ron Hart

    Chief Technology Officer

    • Tenure: 0yrs
    • Compensation: AU$264.44k
  • Zoran Grujic (44yo)

    Chief Financial Officer

    • Tenure: 2.8yrs
    • Compensation: AU$96.00k
  • Bill Kyriacou

    Head of Finance

    • Tenure: 0yrs
  • Ridley Ruth

    Chief Operating Officer

    • Tenure: 0yrs
    • Compensation: AU$332.78k
  • Julian Rockett

    Company Secretary

    • Tenure: 0.9yrs
    • Compensation: AU$895.00

Board Members

  • Bruce Tonkin

    Non-Executive Director

    • Tenure: 2.8yrs
    • Compensation: AU$76.65k
  • Theo Hnarakis

    Non-Executive Chairman

    • Tenure: 2.9yrs
  • Charif Elansari

    CEO, MD & Director

    • Tenure: 0yrs
    • Compensation: AU$388.54k

Company Information

Dropsuite Limited's company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Dropsuite Limited
  • Ticker: DSE
  • Exchange: ASX
  • Founded:
  • Industry: Application Software
  • Sector: Software
  • Market Cap: AU$21.722m
  • Shares outstanding: 493.68m
  • Website: https://www.dropsuite.com

Location

  • Dropsuite Limited
  • No. 01-12, 71 Ayer Rajah Crescent
  • Singapore
  • 139951
  • Singapore

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
DSEASX (Australian Securities Exchange)YesNew Ordinary SharesAUAUDDec 2016
EXMX.FOTCPK (Pink Sheets LLC)YesNew Ordinary SharesUSUSDDec 2016
DSECHIA (Chi-X Australia)YesNew Ordinary SharesAUAUDDec 2016

Biography

Dropsuite Limited operates a cloud based software platform worldwide. The company offers Dropsuite Website Backup, a cloud-based Website and database backup and monitoring service that allows Website owner ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2019/11/13 10:43
End of Day Share Price2019/11/13 00:00
Earnings2019/06/30
Annual Earnings2018/12/31


Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.