Instructure Holdings, Inc.

NYSE:INST Stock Report

Market Cap: US$3.5b

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

Instructure Holdings Management

Management criteria checks 3/4

Instructure Holdings' CEO is Steve Daly, appointed in Jul 2020, has a tenure of 4.33 years. total yearly compensation is $6.40M, comprised of 7.5% salary and 92.5% bonuses, including company stock and options. directly owns 1.21% of the company’s shares, worth $42.11M. The average tenure of the management team and the board of directors is 2 years and 4.7 years respectively.

Key information

Steve Daly

Chief executive officer

US$6.4m

Total compensation

CEO salary percentage7.5%
CEO tenure4.3yrs
CEO ownership1.2%
Management average tenure2yrs
Board average tenure4.7yrs

Recent management updates

Recent updates

We Think Instructure Holdings (NYSE:INST) Is Taking Some Risk With Its Debt

Jul 16
We Think Instructure Holdings (NYSE:INST) Is Taking Some Risk With Its Debt

Returns At Instructure Holdings (NYSE:INST) Are On The Way Up

Jun 25
Returns At Instructure Holdings (NYSE:INST) Are On The Way Up

Instructure Stock Looks Fully Valued On Slow Sales Cycles (Downgrade)

May 14

Earnings Update: Instructure Holdings, Inc. (NYSE:INST) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts

May 12
Earnings Update: Instructure Holdings, Inc. (NYSE:INST) Just Reported Its First-Quarter Results And Analysts Are Updating Their Forecasts

An Intrinsic Calculation For Instructure Holdings, Inc. (NYSE:INST) Suggests It's 45% Undervalued

Apr 22
An Intrinsic Calculation For Instructure Holdings, Inc. (NYSE:INST) Suggests It's 45% Undervalued

What Instructure Holdings, Inc.'s (NYSE:INST) P/S Is Not Telling You

Apr 01
What Instructure Holdings, Inc.'s (NYSE:INST) P/S Is Not Telling You

Instructure Holdings' (NYSE:INST) Returns On Capital Are Heading Higher

Mar 10
Instructure Holdings' (NYSE:INST) Returns On Capital Are Heading Higher

Instructure: Rating Downgrade On Poor Organic Growth Profile

Mar 07

Instructure: Undervalued With A Clear Catalyst

Feb 08

Instructure Holdings (NYSE:INST) Seems To Use Debt Quite Sensibly

Jan 31
Instructure Holdings (NYSE:INST) Seems To Use Debt Quite Sensibly

Is There An Opportunity With Instructure Holdings, Inc.'s (NYSE:INST) 33% Undervaluation?

Jan 12
Is There An Opportunity With Instructure Holdings, Inc.'s (NYSE:INST) 33% Undervaluation?

Investor Optimism Abounds Instructure Holdings, Inc. (NYSE:INST) But Growth Is Lacking

Dec 23
Investor Optimism Abounds Instructure Holdings, Inc. (NYSE:INST) But Growth Is Lacking

Returns On Capital Are Showing Encouraging Signs At Instructure Holdings (NYSE:INST)

Dec 05
Returns On Capital Are Showing Encouraging Signs At Instructure Holdings (NYSE:INST)

Instructure: New Logo Wins And Parchment Should Drive LT Growth

Nov 15

Instructure Is Poised To Leverage Its Leadership Position

Oct 27

Instructure Holdings, Inc. (NYSE:INST) Shares Could Be 35% Below Their Intrinsic Value Estimate

Sep 13
Instructure Holdings, Inc. (NYSE:INST) Shares Could Be 35% Below Their Intrinsic Value Estimate

We Like These Underlying Return On Capital Trends At Instructure Holdings (NYSE:INST)

Aug 23
We Like These Underlying Return On Capital Trends At Instructure Holdings (NYSE:INST)

Instructure: Reiterate Buy Rating As Growth Momentum Remains Sound And Strong

Aug 15

Subdued Growth No Barrier To Instructure Holdings, Inc.'s (NYSE:INST) Price

Jul 08
Subdued Growth No Barrier To Instructure Holdings, Inc.'s (NYSE:INST) Price

Instructure Holdings: Driving Digital Transformation In Education Sector With Canvas LMS

Jun 07

Calculating The Intrinsic Value Of Instructure Holdings, Inc. (NYSE:INST)

May 01
Calculating The Intrinsic Value Of Instructure Holdings, Inc. (NYSE:INST)

Instructure GAAP EPS of -$0.04 beats by $0.03, revenue of $124.7M beats by $3.41M

Feb 13

Instructure gets new operations chief

Jan 10

A Look At The Intrinsic Value Of Instructure Holdings, Inc. (NYSE:INST)

Jan 09
A Look At The Intrinsic Value Of Instructure Holdings, Inc. (NYSE:INST)

Instructure Holdings: Leading Position In North America LMS Industry

Dec 14

Returns Are Gaining Momentum At Instructure Holdings (NYSE:INST)

Nov 03
Returns Are Gaining Momentum At Instructure Holdings (NYSE:INST)

Is Instructure Holdings, Inc. (NYSE:INST) Trading At A 45% Discount?

Oct 09
Is Instructure Holdings, Inc. (NYSE:INST) Trading At A 45% Discount?

Instructure Grows Revenue While Reducing Debt And Losses

Sep 28

CEO Compensation Analysis

How has Steve Daly's remuneration changed compared to Instructure Holdings's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

-US$73m

Jun 30 2024n/an/a

-US$53m

Mar 31 2024n/an/a

-US$43m

Dec 31 2023US$6mUS$483k

-US$34m

Sep 30 2023n/an/a

-US$34m

Jun 30 2023n/an/a

-US$39m

Mar 31 2023n/an/a

-US$41m

Dec 31 2022US$4mUS$462k

-US$34m

Sep 30 2022n/an/a

-US$49m

Jun 30 2022n/an/a

-US$52m

Mar 31 2022n/an/a

-US$61m

Dec 31 2021US$6mUS$450k

-US$89m

Sep 30 2021n/an/a

-US$109m

Jun 30 2021n/an/a

-US$156m

Mar 31 2021n/an/a

-US$211m

Dec 31 2020US$12mUS$220k

-US$200m

Compensation vs Market: Steve's total compensation ($USD6.40M) is about average for companies of similar size in the US market ($USD6.54M).

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


CEO

Steve Daly (60 yo)

4.3yrs

Tenure

US$6,400,555

Compensation

Mr. Stephen M. Daly, also known as Steve, serves as Chief Executive Officer of Instructure Holdings, Inc. since July 2020 and also serves as its Director since March 2020. Mr. Daly serves as Chief Executiv...


Leadership Team

NamePositionTenureCompensationOwnership
Stephen Daly
CEO & Director4.3yrsUS$6.40m1.21%
$ 42.1m
Chris Ball
COO & President1.8yrsUS$5.69m0.20%
$ 7.0m
Peter Walker
Executive VP & CFO1yrUS$8.08mno data
Matthew Kaminer
Chief Legal & People Officer and Secretary9.5yrsUS$2.44m0.31%
$ 10.7m
Mitch Benson
Chief Strategy Officer7.3yrsUS$2.37m0.18%
$ 6.2m
Kara Rogers
Chief Accounting Officerless than a yearno data0.054%
$ 1.9m
Michael Lysaght
Chief Technology Officer1yrno datano data
David Banks
Vice President of Investor Relationsno datano datano data
Brian Cully
Senior Vice President of Corporate Development2.3yrsno datano data
Misty Frost
Chief Transformation Officerless than a yearno datano data
Melissa Loble
Chief Academic Officerno datano data0.12%
$ 4.1m
Yisehak Lemma
Chief Information Security & Privacy Officer2.6yrsno datano data

2.0yrs

Average Tenure

51yo

Average Age

Experienced Management: INST's management team is considered experienced (2 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Stephen Daly
CEO & Director4.7yrsUS$6.40m1.21%
$ 42.1m
Lloyd Waterhouse
Independent Director3.2yrsUS$40.00k0.017%
$ 595.3k
Erik Akopiantz
Independent Director4.7yrsUS$50.00k0.038%
$ 1.3m
Brian Jaffee
Independent Director4.7yrsUS$36.00kno data
Ossa Fisher
Independent Director3.3yrsUS$40.00k0.015%
$ 531.1k
Charles Goodman
Independent Chairman of the Board4.7yrsUS$62.00k0.095%
$ 3.3m
James Hutter
Independent Director4.7yrsUS$30.00kno data
Paul Spaht
Independent Director4.7yrsUS$36.00kno data

4.7yrs

Average Tenure

59yo

Average Age

Experienced Board: INST's board of directors are considered experienced (4.7 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/11/14 21:56
End of Day Share Price 2024/11/12 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Instructure Holdings, Inc. is covered by 16 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Alexander ParisBarrington Research Associates, Inc.
Phillip LeytesBerenberg
Matthew VanVlietBTIG