NasdaqGS:ANGI

Stock Analysis Report

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Executive Summary

ANGI Homeservices Inc. operates a digital marketplace for home services, connecting consumers with home service professionals in the United States and internationally. More Details


Snowflake Analysis

Excellent balance sheet with reasonable growth potential.


Similar Companies

Share Price & News

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


Latest Share Price and Events

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


Market Performance


7 Day Return

1.4%

ANGI

6.1%

US Interactive Media and Services

-0.4%

US Market


1 Year Return

58.7%

ANGI

38.7%

US Interactive Media and Services

18.3%

US Market

Return vs Industry: ANGI exceeded the US Interactive Media and Services industry which returned 38.7% over the past year.

Return vs Market: ANGI exceeded the US Market which returned 18.3% over the past year.


Shareholder returns

ANGIIndustryMarket
7 Day1.4%6.1%-0.4%
30 Day13.2%14.8%8.0%
90 Day-23.9%15.6%9.4%
1 Year58.7%58.7%38.8%38.7%21.0%18.3%
3 Year-9.2%-9.2%50.9%50.8%42.1%32.7%
5 Yearn/a123.6%123.1%85.6%64.7%

Price Volatility Vs. Market

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


Simply Wall St News

Valuation

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

40.3%

Undervalued compared to fair value


Share Price vs. Fair Value

Below Fair Value: ANGI ($11.09) is trading below our estimate of fair value ($18.58)

Significantly Below Fair Value: ANGI is trading below fair value by more than 20%.


Price To Earnings Ratio

PE vs Industry: ANGI is poor value based on its PE Ratio (257.2x) compared to the US Interactive Media and Services industry average (34.5x).

PE vs Market: ANGI is poor value based on its PE Ratio (257.2x) compared to the US market (19.2x).


Price to Earnings Growth Ratio

PEG Ratio: ANGI is poor value based on its PEG Ratio (4.6x)


Price to Book Ratio

PB vs Industry: ANGI is overvalued based on its PB Ratio (4.3x) compared to the US Interactive Media and Services industry average (2.9x).


Next Steps

Future Growth

How is ANGI Homeservices forecast to perform in the next 1 to 3 years based on estimates from 15 analysts?

56.0%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: ANGI's forecast earnings growth (56% per year) is above the savings rate (2.2%).

Earnings vs Market: ANGI's earnings (56% per year) are forecast to grow faster than the US market (22.1% per year).

High Growth Earnings: earnings are expected to grow significantly over the next 3 years.

Revenue vs Market: ANGI's revenue (17.2% per year) is forecast to grow faster than the US market (9.9% per year).

High Growth Revenue: ANGI's revenue (17.2% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: ANGI's Return on Equity is forecast to be low in 3 years time (9.3%).


Next Steps

Past Performance

How has ANGI Homeservices performed over the past 5 years?

29.5%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: ANGI has a large one-off loss of $38.7M impacting its June 30 2020 financial results.

Growing Profit Margin: ANGI's current net profit margins (1.5%) are lower than last year (6.5%).


Past Earnings Growth Analysis

Earnings Trend: ANGI has become profitable over the past 5 years, growing earnings by 29.5% per year.

Accelerating Growth: ANGI's has had negative earnings growth over the past year, so it can't be compared to its 5-year average.

Earnings vs Industry: ANGI had negative earnings growth (-73%) over the past year, making it difficult to compare to the Interactive Media and Services industry average (-12.6%).


Return on Equity

High ROE: ANGI's Return on Equity (1.7%) is considered low.


Next Steps

Financial Health

How is ANGI Homeservices's financial position?


Financial Position Analysis

Short Term Liabilities: ANGI's short term assets ($534.3M) exceed its short term liabilities ($255.3M).

Long Term Liabilities: ANGI's short term assets ($534.3M) exceed its long term liabilities ($343.1M).


Debt to Equity History and Analysis

Debt Level: ANGI's debt to equity ratio (8%) is considered satisfactory.

Reducing Debt: Insufficient data to determine if ANGI's debt to equity ratio has reduced over the past 5 years.

Debt Coverage: ANGI's debt is well covered by operating cash flow (224.4%).

Interest Coverage: ANGI's interest payments on its debt are well covered by EBIT (15.9x coverage).


Balance Sheet


Next Steps

Dividend

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


Dividend Yield vs Market

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

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

Growing Dividend: Insufficient data to determine if ANGI'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 ANGI'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?

1.6yrs

Average management tenure


CEO

William Ridenour (47 yo)

1.92yrs

Tenure

US$1,008,400

Compensation

Mr. William Brandon Ridenour has been the Chief Executive Officer and Director of ANGI Homeservices Inc., since November 8, 2018. Mr. Ridenour served as Chief Technology Officer and Chief Product Officer a ...


CEO Compensation Analysis

Compensation vs Market: William's total compensation ($USD1.01M) is below average for companies of similar size in the US market ($USD7.31M).

Compensation vs Earnings: William's compensation has been consistent with company performance over the past year.


Leadership Team

NamePositionTenureCompensationOwnership
William Ridenour
CEO & Director1.92yrsUS$1.01mno data
Jamie Cohen
Chief Financial Officer1.58yrsUS$3.52m0%
$ 0
Shannon Shaw
Chief Legal Officer & Secretary1.58yrsUS$3.55m0.0089%
$ 488.9k
Oisin Hanrahan
Chief Product Officer1.33yrsUS$8.72m0.057%
$ 3.1m
Craig Smith
President1.92yrsUS$8.72mno data
Christopher Bohnert
Senior VP0.17yrno datano data
Mark Schneider
Head of Investor Relations2.75yrsno datano data
Andrew Rogers
Vice President of Consumer Strategy and Business Developmentno datano datano data
Michael Wanderer
Chief People Officer1.08yrsno datano data
Andy Zurcher
Senior Vice President of Product Managementno datano datano data
Ty Kasperbauer
Senior Vice President of Sales and Operations for Service Professional Divisionno datano datano data
Brad Hunter
Chief Economist4.42yrsno datano data

1.6yrs

Average Tenure

45yo

Average Age

Experienced Management: ANGI's management team is not considered experienced ( 1.6 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
William Ridenour
CEO & Director1.92yrsUS$1.01mno data
Craig Smith
President1.92yrsUS$8.72mno data
Angela Hicks Bowman
Chief Customer Officer & Director3.08yrsno data0.068%
$ 3.8m
Thomas Evans
Independent Director3.08yrsUS$334.99k0.011%
$ 628.6k
Glenn Schiffman
Director3.33yrsUS$7.87mno data
Mark Stein
Director3.08yrsno datano data
Joseph Levin
Chairman of the Board3.08yrsno datano data
Gregg Winiarski
Director3.33yrsno datano data
Yilu Zhao
Independent Director3.08yrsUS$309.99k0.0034%
$ 186.4k
Alesia Haas
Independent Director3.08yrsUS$334.99k0.0048%
$ 266.2k
Suzy Welch
Director3.08yrsUS$304.99k0.0048%
$ 266.2k

3.1yrs

Average Tenure

47yo

Average Age

Experienced Board: ANGI's board of directors are considered experienced (3.1 years average tenure).


Ownership

Who are the major shareholders and have insiders been buying or selling?


Insider Trading Volume

Insider Buying: ANGI insiders have only sold shares in the past 3 months.


Recent Insider Transactions

Ownership Breakdown

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Company Information

ANGI Homeservices Inc.'s company bio, employee growth, exchange listings and data sources


Key Information

  • Name: ANGI Homeservices Inc.
  • Ticker: ANGI
  • Exchange: NasdaqGS
  • Founded: 2017
  • Industry: Interactive Media and Services
  • Sector: Media
  • Market Cap: US$5.500b
  • Shares outstanding: 495.91m
  • Website: https://www.angihomeservices.com

Number of Employees


Location

  • ANGI Homeservices Inc.
  • 3601 Walnut Street
  • Suite 700
  • Denver
  • Colorado
  • 80205
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
ANGINasdaqGS (Nasdaq Global Select)YesClass A Common StockUSUSDOct 2017
2UHDB (Deutsche Boerse AG)YesClass A Common StockDEEUROct 2017

Biography

ANGI Homeservices Inc. operates a digital marketplace for home services, connecting consumers with home service professionals in the United States and internationally. Its HomeAdvisor digital marketplace s ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/10/24 23:57
End of Day Share Price2020/10/23 00:00
Earnings2020/06/30
Annual Earnings2019/12/31


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.