Market Cap
UK£126.8m
Last Updated
2020/07/09 20:59 UTC
Data Sources
Company Financials +
Executive Summary
Bango plc develops, markets, and sells technology that enables the marketing and sale of products and services to mobile phone users.
Rewards
Risk Analysis
Snowflake Analysis
Flawless balance sheet with weak fundamentals.
Similar Companies
Share Price & News
How has Bango's share price performed over time and what events caused price changes?
Latest Share Price and Events
Stable Share Price: BGO's share price has been volatile over the past 3 months.
Market Performance
7 Day Return
-6.1%
BGO
-0.7%
GB Software
0.04%
GB Market
1 Year Return
58.6%
BGO
-11.3%
GB Software
-15.1%
GB Market
Return vs Industry: BGO exceeded the UK Software industry which returned -11.3% over the past year.
Return vs Market: BGO exceeded the UK Market which returned -15.1% over the past year.
Shareholder returns
| BGO | Industry | Market | |
|---|---|---|---|
| 7 Day | -6.1% | -0.7% | 0.04% |
| 30 Day | 17.6% | -1.2% | -4.4% |
| 90 Day | 48.3% | 11.8% | 6.3% |
| 1 Year | 58.6%58.6% | -9.5%-11.3% | -11.1%-15.1% |
| 3 Year | -10.9%-10.9% | -19.7%-31.2% | -4.0%-15.8% |
| 5 Year | 58.6%58.6% | 23.2%0.2% | 13.8%-11.6% |
Price Volatility Vs. Market
How volatile is Bango's share price compared to the market and industry in the last 5 years?
Simply Wall St News
2 days ago | Simply Wall St
Do Insiders Own Lots Of Shares In Bango plc (LON:BGO)?1 month ago | Simply Wall St
Here's Why We're Not At All Concerned With Bango's (LON:BGO) Cash Burn Situation3 months ago | Simply Wall St
Here's Why We're Not At All Concerned With Bango's (LON:BGO) Cash Burn SituationValuation
Is Bango undervalued compared to its fair value and its price relative to the market?
8.2x
Price to Book (PB) ratio
Share Price vs. Fair Value
Below Fair Value: Insufficient data to calculate BGO's fair value to establish if it is undervalued.
Significantly Below Fair Value: Insufficient data to calculate BGO's fair value to establish if it is undervalued.
Price To Earnings Ratio
PE vs Industry: BGO is unprofitable, so we can't compare its PE Ratio to the Software industry average.
PE vs Market: BGO is unprofitable, so we can't compare its PE Ratio to the UK market.
Price to Earnings Growth Ratio
PEG Ratio: Insufficient data to calculate BGO's PEG Ratio to determine if it is good value.
Price to Book Ratio
PB vs Industry: BGO is overvalued based on its PB Ratio (8.2x) compared to the GB Software industry average (3.4x).
Next Steps
Future Growth
How is Bango forecast to perform in the next 1 to 3 years based on estimates from 2 analysts?
16.4%
Forecasted Software industry annual growth in earnings
Earnings and Revenue Growth Forecasts
Analyst Future Growth Forecasts
Earnings vs Savings Rate: Insufficient data to determine if BGO's forecast earnings growth is above the savings rate (1.2%).
Earnings vs Market: Insufficient data to determine if BGO's earnings are forecast to grow faster than the UK market
High Growth Earnings: Insufficient data to determine if earnings are expected to grow significantly over the next 3 years.
Revenue vs Market: Insufficient data to determine if BGO's revenue is forecast to grow faster than the UK market.
High Growth Revenue: Insufficient data to determine if BGO's revenue is forecast to grow faster than 20% per year.
Earnings per Share Growth Forecasts
Future Return on Equity
Future ROE: Insufficient data to determine if BGO's Return on Equity is forecast to be high in 3 years time
Next Steps
Past Performance
How has Bango performed over the past 5 years?
17.1%
Historical annual earnings growth
Earnings and Revenue History
Quality Earnings: BGO is currently unprofitable.
Growing Profit Margin: BGO is currently unprofitable.
Past Earnings Growth Analysis
Earnings Trend: BGO is unprofitable, but has reduced losses over the past 5 years at a rate of 17.1% per year.
Accelerating Growth: Unable to compare BGO's earnings growth over the past year to its 5-year average as it is currently unprofitable
Earnings vs Industry: BGO is unprofitable, making it difficult to compare its past year earnings growth to the Software industry (12.8%).
Return on Equity
High ROE: BGO has a negative Return on Equity (-15.89%), as it is currently unprofitable.
Next Steps
Financial Health
How is Bango's financial position?
Financial Position Analysis
Short Term Liabilities: BGO's short term assets (£5.9M) exceed its short term liabilities (£3.7M).
Long Term Liabilities: BGO's short term assets (£5.9M) exceed its long term liabilities (£866.0K).
Debt to Equity History and Analysis
Debt Level: BGO is debt free.
Reducing Debt: BGO has not had any debt for past 5 years.
Balance Sheet
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: BGO has sufficient cash runway for more than a year based on its current free cash flow.
Forecast Cash Runway: BGO has sufficient cash runway for 1 years if free cash flow continues to grow at historical rates of 8.3% each year.
Next Steps
Dividend
What is Bango current dividend yield, its reliability and sustainability?
Dividend Yield vs Market
Notable Dividend: Unable to evaluate BGO's dividend yield against the bottom 25% of dividend payers, as the company has not reported any recent payouts.
High Dividend: Unable to evaluate BGO's dividend yield against the top 25% of dividend payers, as the company has not reported any recent payouts.
Stability and Growth of Payments
Stable Dividend: Insufficient data to determine if BGO's dividends per share have been stable in the past.
Growing Dividend: Insufficient data to determine if BGO'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 BGO's dividend in 3 years as they are not forecast to pay a notable one for the UK market.
Next Steps
Management
How experienced are the management team and are they aligned to shareholders interests?
1.8yrs
Average management tenure
CEO
Paul Larbey (46yo)
0.50
Tenure
Mr. Paul Douglas Larbey serves as Chief Executive Officer of Bango plc since January 2020 and also serves as its Executive Director since January 22, 2020. Mr. Larbey served as Chief Operating Officer at B ...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Founder & Executive Chairman | 0.50yr | UK£257.24k | 8.88% £11.3m | |
| Founder | 21.5yrs | UK£220.14k | 5.34% £6.8m | |
| CFO & Director | 1.5yrs | UK£191.25k | no data | |
| CEO & Executive Director | 0.50yr | no data | 0.025% £31.2k | |
| Senior VP of Payment Product Strategy & Sales | 0.50yr | no data | no data | |
| Head of People | 1.83yrs | no data | no data | |
| Head of Onboarding | 1.83yrs | no data | no data | |
| Head of Engineering | 0.58yr | no data | no data | |
| Company Secretary | no data | no data | no data | |
| no data | no data | no data |
1.8yrs
Average Tenure
58.5yo
Average Age
Experienced Management: BGO's management team is not considered experienced ( 1.8 years average tenure), which suggests a new team.
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Founder & Executive Chairman | 0.50yr | UK£257.24k | 8.88% £11.3m | |
| Founder | 21.5yrs | UK£220.14k | 5.34% £6.8m | |
| CFO & Director | 1.5yrs | UK£191.25k | no data | |
| CEO & Executive Director | 0.50yr | no data | 0.025% £31.2k | |
| Independent Non-Executive Director | 1.5yrs | UK£22.50k | no data | |
| Independent Non-Executive Director | 3.67yrs | UK£22.50k | 0.026% £33.2k | |
| Senior Independent Non-Executive Director | 0.58yr | no data | no data | |
| Independent Non-Executive Director | 0.58yr | no data | 0.45% £568.6k |
1.0yrs
Average Tenure
51yo
Average Age
Experienced Board: BGO's board of directors are not considered experienced ( 1 years average tenure), which suggests a new board.
Ownership
Who are the major shareholders and have insiders been buying or selling?
Insider Trading Volume
Insider Buying: BGO insiders have bought more shares than they have sold in the past 3 months.
Recent Insider Transactions
Ownership Breakdown
Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 5.6%.
Top Shareholders
Company Information
Bango plc's company bio, employee growth, exchange listings and data sources
Key Information
- Name: Bango plc
- Ticker: BGO
- Exchange: AIM
- Founded: 1999
- Industry: Application Software
- Sector: Software
- Market Cap: UK£126.844m
- Shares outstanding: 74.40m
- Website: https://bango.com
Number of Employees
Location
- Bango plc
- 5 Westbrook Centre
- Cambridge
- Cambridgeshire
- CB4 1YG
- United Kingdom
Listings
| Ticker | Exchange | Primary Security | Security Type | Country | Currency | Listed on |
|---|---|---|---|---|---|---|
| BGO | AIM (London Stock Exchange AIM Market) | Yes | Ordinary Shares | GB | GBP | Jun 2005 |
| B1O | DB (Deutsche Boerse AG) | Yes | Ordinary Shares | DE | EUR | Jun 2005 |
Biography
Bango plc develops, markets, and sells technology that enables the marketing and sale of products and services to mobile phone users. It operates through two segments, End User Activity and Data Activity. The company offers Bango Marketplace that enables developers to direct their marketing towards selected customer audiences; and Bango Resale, a solution that enables merchants to acquire, retain, and monetize new customers through global resale partnerships. It also provides Audiens, a mobile data exchange platform. The company operates in the United Kingdom, European Union, the United States, Canada, and internationally. Bango plc was founded in 1999 and is based in Cambridge, the United Kingdom.
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2020/07/09 20:59 |
| End of Day Share Price | 2020/07/09 00:00 |
| Earnings | 2019/12/31 |
| Annual Earnings | 2019/12/31 |
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.