NasdaqCM:SAMA

Stock Analysis Report

Schultze Special Purpose Acquisition

Executive Summary

Schultze Special Purpose Acquisition Corp.

Risk Analysis

Currently unprofitable and not forecast to become profitable over the next 3 years

Latest financial reports are more than 6 months old

Does not have a meaningful market cap ($37M)



Snowflake Analysis

Weak fundamentals or lack of information.

Share Price & News

How has Schultze Special Purpose Acquisition's share price performed over time and what events caused price changes?


Latest Share Price and Events

Stable Share Price: SAMA has not had significant price volatility in the past 3 months.


Market Performance


7 Day Return

-1.6%

SAMA

1.0%

US Capital Markets

0.5%

US Market


1 Year Return

4.4%

SAMA

19.4%

US Capital Markets

20.3%

US Market

Return vs Industry: SAMA underperformed the US Capital Markets industry which returned 19.4% over the past year.

Return vs Market: SAMA underperformed the US Market which returned 20.3% over the past year.


Shareholder returns

SAMAIndustryMarket
7 Day-1.6%1.0%0.5%
30 Day-0.01%1.5%2.0%
90 Day1.0%7.4%9.4%
1 Year4.4%4.4%21.8%19.4%22.8%20.3%
3 Yearn/a40.6%32.7%50.1%40.4%
5 Yearn/a84.4%67.4%73.1%54.1%

Price Volatility Vs. Market

How volatile is Schultze Special Purpose Acquisition's share price compared to the market and industry in the last 5 years?


Simply Wall St News

No news available

Valuation

Is Schultze Special Purpose Acquisition undervalued compared to its fair value and its price relative to the market?

8.39x

Price to Book (PB) ratio


Share Price vs. Fair Value

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

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


Price To Earnings Ratio

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

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


Price to Earnings Growth Ratio

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


Price to Book Ratio

PB vs Industry: SAMA is overvalued based on its PB Ratio (8.4x) compared to the US Capital Markets industry average (6.7x).


Next Steps

Future Growth

How is Schultze Special Purpose Acquisition forecast to perform in the next 1 to 3 years based on estimates from 0 analysts?

8.5%

Forecasted Diversified Financials 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 Schultze Special Purpose Acquisition 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 Schultze Special Purpose Acquisition performed over the past 5 years?

16.6%

Historical Diversified Financials annual earnings growth


Earnings and Revenue History

Quality Earnings: SAMA is currently unprofitable.

Growing Profit Margin: SAMA is currently unprofitable.


Past Earnings Growth Analysis

Earnings Trend: Unable to establish if SAMA's year-on-year earnings growth rate was positive over the past 5 years as it has been trading publicly for less than 3 years.

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

Earnings vs Industry: SAMA is unprofitable, making it difficult to compare its past year earnings growth to the Capital Markets industry (8.4%).


Return on Equity

High ROE: SAMA has a negative Return on Equity (0.66%), as it is currently unprofitable.


Return on Assets


Return on Capital Employed


Next Steps

Financial Health

How is Schultze Special Purpose Acquisition's financial position? (This company is analysed differently as a bank or financial institution)


Financial Position Analysis


Debt to Equity History and Analysis


Balance Sheet

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

Debt Coverage by Assets: Insufficient data to determine if SAMA'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: Insufficient data to determine if SAMA has enough cash runway based on its current free cash flow.

Forecast Cash Runway: Insufficient data to determine if SAMA has enough cash runway if its free cash flow continues to grow or shrink based on historical rates.


Financial Institutions Analysis

Asset Level: SAMA's level of assets compared to its equity is very high.

Allowance for Bad Loans: Insufficient data to determine if SAMA has a sufficient allowance for bad loans.

Low Risk Liabilities: SAMA reports no customer deposits, loans are made up entirely of externally borrowed funds.

Loan Level: Insufficient data to determine if SAMA has an acceptable proportion of non-loan assets held.

Low Risk Deposits: SAMA has advanced significantly more loans than the customer deposits it holds.

Level of Bad Loans: Insufficient data to determine if SAMA has an appropriate level of bad loans.


Next Steps

Dividend

What is Schultze Special Purpose Acquisition's current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

companyn/amarketbottom25%1.4%markettop25%3.7%industryaverage1.9%forecastin3Yearsn/a

Current dividend yield vs market & industry

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

High Dividend: Unable to evaluate SAMA'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 SAMA's dividends per share have been stable in the past.

Growing Dividend: Insufficient data to determine if SAMA'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 SAMA's dividend in 3 years as they are not forecast to pay a notable one for the US market.


Next Steps

Management

How experienced are the management team and are they aligned to shareholders interests?

1.4yrs

Average management tenure


CEO

George Schultze 0

1.7yrs

Tenure

0

Mr. George Joachim Sebastian Schultze, J.D., has been Chairman, Chief Executive Officer and President of Schultze Special Purpose Acquisition Corp. since June 11, 2018. Mr. Schultze is the Managing Member, ...


Leadership Team

NamePositionTenureCompensationOwnership
George Schultze
Chairman1.7yrsno datano data
Jeffrey Glick
Chief Financial Officer1.4yrsno datano data
Gary Julien
Executive VP & Director1.2yrsno datano data
Scarlett Du
Secretary1.4yrsno datano data

1.4yrs

Average Tenure

51yo

Average Age

Experienced Management: SAMA's management team is not considered experienced ( 1.4 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
George Schultze
Chairman1.7yrsno datano data
Gary Julien
Executive VP & Director1.2yrsno datano data
John Walker
Independent Director1.2yrsno datano data
William LaPerch
Independent Director1.2yrsno datano data
William Allen
Independent Director1.2yrsno datano data

1.2yrs

Average Tenure

62.5yo

Average Age

Experienced Board: SAMA's board of directors are not considered experienced ( 1.2 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: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

Dilution of Shares: Insufficient data to determine if shareholders have been diluted in the past year.


Top Shareholders

Company Information

Schultze Special Purpose Acquisition Corp.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: Schultze Special Purpose Acquisition Corp.
  • Ticker: SAMA
  • Exchange: NasdaqCM
  • Founded: 2018
  • Industry: Asset Management and Custody Banks
  • Sector: Diversified Financials
  • Market Cap: US$37.239m
  • Shares outstanding: 3.67m
  • Website: https://www.samcospac.com

Location

  • Schultze Special Purpose Acquisition Corp.
  • 800 Westchester Avenue
  • Suite 632
  • Rye Brook
  • New York
  • 10573
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
SAMA.UNasdaqCM (Nasdaq Capital Market)UNIT EX 123123USUSDDec 2018
SAMANasdaqCM (Nasdaq Capital Market)YesCommon StockUSUSDJan 2019

Biography

Schultze Special Purpose Acquisition Corp. intends to effect a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded in 2018 and is based in Rye Brook, New York. 


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/02/20 03:18
End of Day Share Price2020/02/18 00:00
Earnings2018/12/31
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.