This company has been acquired
EngageSmart Past Earnings Performance
Past criteria checks 3/6
EngageSmart has been growing earnings at an average annual rate of 119%, while the Software industry saw earnings growing at 18% annually. Revenues have been growing at an average rate of 32.1% per year. EngageSmart's return on equity is 3%, and it has net margins of 6.8%.
Key information
119.0%
Earnings growth rate
123.1%
EPS growth rate
| Software Industry Growth | 17.3% |
| Revenue growth rate | 32.1% |
| Return on equity | 3.0% |
| Net Margin | 6.8% |
| Last Earnings Update | 30 Sep 2023 |
Recent past performance updates
Recent updates
The EngageSmart Buyout Doesn't Feel Right
Oct 26Returns Are Gaining Momentum At EngageSmart (NYSE:ESMT)
Sep 29
EngageSmart: Defensive Business Growing At >20% Is An Attractive Buy
Aug 15EngageSmart Sees SMB And Enterprise Strength As It Focuses Efforts
Aug 08EngageSmart: Strong Growth And Margin Expansion Supported By Underlying Momentum
Jun 05EngageSmart (NYSE:ESMT) Is Looking To Continue Growing Its Returns On Capital
May 29EngageSmart (NYSE:ESMT) Is Experiencing Growth In Returns On Capital
Feb 09EngageSmart GAAP EPS of $0.03 beats by $0.02, revenue of $83.9M beats by $2.11M
Feb 09Estimating The Intrinsic Value Of EngageSmart, Inc. (NYSE:ESMT)
Dec 13EngageSmart: Getting Smarter
Dec 07EngageSmart's (NYSE:ESMT) Earnings Are Of Questionable Quality
Nov 16EngageSmart reports Q3 earnings beat; FY22 outlook confirmed
Nov 03Investors Will Want EngageSmart's (NYSE:ESMT) Growth In ROCE To Persist
Nov 02Results: EngageSmart, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
Aug 07EngageSmart GAAP EPS of $0.04 beats by $0.02, revenue of $73.86M beats by $3.81M
Aug 04EngageSmart: Still Not Engaging Yet
Jan 20EngageSmart CEO Robert Bennett - Digital Automation Eliminates Manual Tasks (Video)
Oct 06EngageSmart: Smart To Engage?
Sep 29Revenue & Expenses Breakdown
How EngageSmart makes and spends money. Based on latest reported earnings, on an LTM basis.
Earnings and Revenue History
| Date | Revenue | Earnings | G+A Expenses | R&D Expenses |
|---|---|---|---|---|
| 30 Sep 23 | 364 | 25 | 184 | 64 |
| 30 Jun 23 | 346 | 20 | 172 | 59 |
| 31 Mar 23 | 325 | 23 | 166 | 53 |
| 31 Dec 22 | 304 | 21 | 157 | 49 |
| 30 Sep 22 | 282 | 15 | 150 | 43 |
| 30 Jun 22 | 258 | 0 | 144 | 40 |
| 31 Mar 22 | 236 | -7 | 132 | 36 |
| 31 Dec 21 | 216 | -9 | 119 | 33 |
| 30 Sep 21 | 200 | -8 | 106 | 30 |
| 30 Jun 21 | 183 | 0 | 89 | 26 |
| 31 Mar 21 | 163 | -3 | 81 | 23 |
| 31 Dec 20 | 147 | -7 | 75 | 21 |
| 31 Dec 19 | 82 | -54 | 77 | 24 |
Quality Earnings: ESMT has a large one-off gain of $10.5M impacting its last 12 months of financial results to 30th September, 2023.
Growing Profit Margin: ESMT's current net profit margins (6.8%) are higher than last year (5.2%).
Free Cash Flow vs Earnings Analysis
Past Earnings Growth Analysis
Earnings Trend: ESMT's earnings have grown significantly by 119% per year over the past 5 years.
Accelerating Growth: ESMT's earnings growth over the past year (68.5%) is below its 5-year average (119% per year).
Earnings vs Industry: ESMT earnings growth over the past year (68.5%) exceeded the Software industry 12.5%.
Return on Equity
High ROE: ESMT's Return on Equity (3%) is considered low.
Return on Assets
Return on Capital Employed
Discover strong past performing companies
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2024/01/25 19:27 |
| End of Day Share Price | 2024/01/25 00:00 |
| Earnings | 2023/09/30 |
| Annual Earnings | 2022/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
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.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
EngageSmart, Inc. is covered by 10 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Ishan Majumdar | Baptista Research |
| Jason Kupferberg | BofA Global Research |
| Ashwin Shirvaikar | Citigroup Inc |