NYSE:MDLA

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Executive Summary

Medallia, Inc. provides an enterprise Software-as-a-Service platform in North America, Europe, the Middle East, Africa, and internationally. More Details


Snowflake Analysis

Adequate balance sheet with concerning outlook.


Similar Companies

Share Price & News

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


Latest Share Price and Events

Stable Share Price: MDLA is not significantly more volatile than the rest of US stocks over the past 3 months, typically moving +/- 9% a week.

Volatility Over Time: MDLA's weekly volatility (9%) has been stable over the past year.


Market Performance


7 Day Return

1.8%

MDLA

1.7%

US Software

2.1%

US Market


1 Year Return

12.9%

MDLA

45.4%

US Software

19.8%

US Market

Return vs Industry: MDLA underperformed the US Software industry which returned 45.2% over the past year.

Return vs Market: MDLA underperformed the US Market which returned 19.7% over the past year.


Shareholder returns

MDLAIndustryMarket
7 Day1.8%1.7%2.1%
30 Day14.1%2.7%8.1%
90 Day-2.4%-0.6%6.0%
1 Year12.9%12.9%46.3%45.4%22.5%19.8%
3 Yearn/a138.9%131.3%46.5%36.8%
5 Yearn/a226.2%208.9%96.9%75.3%

Long-Term Price Volatility Vs. Market

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


Simply Wall St News

Valuation

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

11.52x

Price to Book (PB) ratio


Share Price vs. Fair Value

Below Fair Value: MDLA ($34.51) is trading above our estimate of fair value ($17.24)

Significantly Below Fair Value: MDLA is trading above our estimate of fair value.


Price To Earnings Ratio

PE vs Industry: MDLA is unprofitable, so we can't compare its PE Ratio to the US Software industry average.

PE vs Market: MDLA 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 MDLA's PEG Ratio to determine if it is good value.


Price to Book Ratio

PB vs Industry: MDLA is overvalued based on its PB Ratio (11.5x) compared to the US Software industry average (8x).


Next Steps

Future Growth

How is Medallia forecast to perform in the next 1 to 3 years based on estimates from 12 analysts?

18.3%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

Earnings vs Savings Rate: MDLA is forecast to remain unprofitable over the next 3 years.

Earnings vs Market: MDLA is forecast to remain unprofitable over the next 3 years.

High Growth Earnings: MDLA is forecast to remain unprofitable over the next 3 years.

Revenue vs Market: MDLA's revenue (15.6% per year) is forecast to grow faster than the US market (10.2% per year).

High Growth Revenue: MDLA's revenue (15.6% per year) is forecast to grow slower than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: Insufficient data to determine if MDLA's Return on Equity is forecast to be high in 3 years time


Next Steps

Past Performance

How has Medallia performed over the past 5 years?

-105.8%

Last years earnings growth


Earnings and Revenue History

Quality Earnings: MDLA is currently unprofitable.

Growing Profit Margin: MDLA is currently unprofitable.


Past Earnings Growth Analysis

Earnings Trend: Insufficient data to determine if MDLA's year-on-year earnings growth rate was positive over the past 5 years.

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

Earnings vs Industry: MDLA is unprofitable, making it difficult to compare its past year earnings growth to the Software industry (8.9%).


Return on Equity

High ROE: MDLA has a negative Return on Equity (-31.92%), as it is currently unprofitable.


Next Steps

  • Explore strong past performing companies in the Software industry.

Financial Health

How is Medallia's financial position?


Financial Position Analysis

Short Term Liabilities: MDLA's short term assets ($483.2M) exceed its short term liabilities ($311.0M).

Long Term Liabilities: MDLA's short term assets ($483.2M) exceed its long term liabilities ($20.0M).


Debt to Equity History and Analysis

Debt Level: MDLA's debt to equity ratio (9.9%) is considered satisfactory.

Reducing Debt: Insufficient data to determine if MDLA's debt to equity ratio has reduced over the 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: MDLA has sufficient cash runway for more than 3 years based on its current free cash flow.

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


Next Steps

Dividend

What is Medallia current dividend yield, its reliability and sustainability?


Dividend Yield vs Market

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

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

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

1.9yrs

Average management tenure


CEO

Leslie Stretch (58 yo)

2.25yrs

Tenure

US$505,075

Compensation

Mr. Leslie J. Stretch is the President, Chief Executive Officer and Director of Medallia, Inc. since August 20, 2018. Mr. Stretch served as Director at MobileIron Inc. since February 28, 2019 until Februar...


CEO Compensation Analysis

Compensation vs Market: Leslie's total compensation ($USD505.08K) is below average for companies of similar size in the US market ($USD6.86M).

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


Leadership Team

NamePositionTenureCompensationOwnership
Borge Hald
Executive Chairman2.25yrsUS$378.33k2.62%
$ 133.1m
Leslie Stretch
President2.25yrsUS$505.08k0.060%
$ 3.1m
Amy Pressman
Co-Founder & Director20.33yrsUS$152.83k1.51%
$ 76.5m
Roxanne Oulman
Executive VP & CFO1.92yrsUS$7.87m0.081%
$ 4.1m
Jimmy Duan
Executive VP & Chief Customer Officer1.75yrsUS$3.83m0.070%
$ 3.6m
Mikael Ottosson
Executive VP & CTO5.25yrsUS$1.47m0.0081%
$ 413.2k
Ashwin Ballal
Chief Information Officer4.42yrsno datano data
Drew Grasham
Executive VP & General Counsel1.17yrsno datano data
Sophie Chesters
Senior VP & Chief Marketing Officer2.08yrsno datano data
Rory Cameron
Executive Vice President of Corporate Development1.58yrsno datano data
Nicholas Thomas
Senior Vice President of Sales1.83yrsno datano data
Mary Ainsworth
Executive VP & Chief People Officer1.17yrsno datano data

1.9yrs

Average Tenure

54.5yo

Average Age

Experienced Management: MDLA's management team is not considered experienced ( 1.9 years average tenure), which suggests a new team.


Board Members

NamePositionTenureCompensationOwnership
Borge Hald
Executive Chairman2.25yrsUS$378.33k2.62%
$ 133.1m
Leslie Stretch
President2.25yrsUS$505.08k0.060%
$ 3.1m
Amy Pressman
Co-Founder & Director20.33yrsUS$152.83k1.51%
$ 76.5m
Douglas Leone
Independent Director9yrsUS$18.75k0.27%
$ 13.8m
Michael Kourey
Chairman of Public Sector Advisory Board2yrsno datano data
Mitchell Dauerman
Independent Director1.58yrsUS$273.74k0.0042%
$ 214.2k
Steven Walske
Independent Director9.25yrsUS$24.50k0.34%
$ 17.3m
Stanley Meresman
Independent Director5.42yrsUS$223.46k0.14%
$ 7.1m
Leslie Kilgore
Independent Director5.33yrsUS$220.46k0.15%
$ 7.8m
Ann Veneman
Member of Public Sector Advisory Board2yrsno datano data
Aneesh Chopra
Member of Public Sector Advisory Board2yrsno datano data
Robert Bernshteyn
Independent Director1.42yrsUS$314.50kno data

2.3yrs

Average Tenure

60yo

Average Age

Experienced Board: MDLA's board of directors are not considered experienced ( 2.3 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: MDLA insiders have only sold shares 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 15.3%.


Top Shareholders

Company Information

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


Key Information

  • Name: Medallia, Inc.
  • Ticker: MDLA
  • Exchange: NYSE
  • Founded: 2000
  • Industry: Application Software
  • Sector: Software
  • Market Cap: US$5.076b
  • Shares outstanding: 147.08m
  • Website: https://www.medallia.com

Number of Employees


Location

  • Medallia, Inc.
  • 575 Market Street
  • Suite 1850
  • San Francisco
  • California
  • 94105
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
MDLANYSE (New York Stock Exchange)YesCommon StockUSUSDJul 2019
3ULBST (Boerse-Stuttgart)YesCommon StockDEEURJul 2019
MDLA *BMV (Bolsa Mexicana de Valores)YesCommon StockMXMXNJul 2019
3ULDB (Deutsche Boerse AG)YesCommon StockDEEURJul 2019

Biography

Medallia, Inc. provides an enterprise Software-as-a-Service platform in North America, Europe, the Middle East, Africa, and internationally. The company’s platform utilizes deep learning-based artificial i...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/11/27 00:16
End of Day Share Price2020/11/25 00:00
Earnings2020/07/31
Annual Earnings2020/01/31


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.