NYSE:PLAN

Stock Analysis Report

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Executive Summary

Anaplan, Inc. provides a cloud-based connected planning platform to connect organizations and people. More Details


Snowflake Analysis

Excellent balance sheet with limited growth.


Similar Companies

Share Price & News

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


Latest Share Price and Events

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


Market Performance


7 Day Return

-3.1%

PLAN

-2.1%

US Software

-0.4%

US Market


1 Year Return

24.2%

PLAN

58.2%

US Software

18.3%

US Market

Return vs Industry: PLAN underperformed the US Software industry which returned 59.2% over the past year.

Return vs Market: PLAN exceeded the US Market which returned 17.8% over the past year.


Shareholder returns

PLANIndustryMarket
7 Day-3.1%-2.1%-0.4%
30 Day2.3%8.4%8.0%
90 Day37.5%13.6%9.4%
1 Year24.2%24.2%59.3%58.2%21.0%18.3%
3 Yearn/a139.2%131.2%42.1%32.7%
5 Yearn/a257.5%236.7%85.6%64.7%

Price Volatility Vs. Market

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


Simply Wall St News

Valuation

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

29.87x

Price to Book (PB) ratio


Share Price vs. Fair Value

Below Fair Value: PLAN ($58.49) is trading above our estimate of fair value ($26.79)

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


Price To Earnings Ratio

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

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


Price to Book Ratio

PB vs Industry: PLAN is overvalued based on its PB Ratio (28.9x) compared to the US Software industry average (7.3x).


Next Steps

Future Growth

How is Anaplan forecast to perform in the next 1 to 3 years based on estimates from 18 analysts?

-0.6%

Forecasted annual earnings growth


Earnings and Revenue Growth Forecasts


Analyst Future Growth Forecasts

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

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

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

Revenue vs Market: PLAN's revenue (22.3% per year) is forecast to grow faster than the US market (10% per year).

High Growth Revenue: PLAN's revenue (22.3% per year) is forecast to grow faster than 20% per year.


Earnings per Share Growth Forecasts


Future Return on Equity

Future ROE: PLAN is forecast to be unprofitable in 3 years.


Next Steps

Past Performance

How has Anaplan performed over the past 5 years?

-28.0%

Historical annual earnings growth


Earnings and Revenue History

Quality Earnings: PLAN is currently unprofitable.

Growing Profit Margin: PLAN is currently unprofitable.


Past Earnings Growth Analysis

Earnings Trend: PLAN is unprofitable, and losses have increased over the past 5 years at a rate of 28% per year.

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

Earnings vs Industry: PLAN is unprofitable, making it difficult to compare its past year earnings growth to the Software industry (12.8%).


Return on Equity

High ROE: PLAN has a negative Return on Equity (-51.93%), as it is currently unprofitable.


Next Steps

Financial Health

How is Anaplan's financial position?


Financial Position Analysis

Short Term Liabilities: PLAN's short term assets ($440.3M) exceed its short term liabilities ($302.5M).

Long Term Liabilities: PLAN's short term assets ($440.3M) exceed its long term liabilities ($56.3M).


Debt to Equity History and Analysis

Debt Level: PLAN is debt free.

Reducing Debt: PLAN has not had any debt for 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: PLAN has sufficient cash runway for more than 3 years based on its current free cash flow.

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


Next Steps

Dividend

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


Dividend Yield vs Market

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

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

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

2.2yrs

Average management tenure


CEO

Frank Calderoni (63 yo)

3.75yrs

Tenure

US$8,959,158

Compensation

Mr. Frank A. Calderoni has been the Chief Executive Officer and President of Anaplan, Inc. since January 23, 2017 and served as its Interim Chief Financial Officer since July 2018 until September 2018. Mr. ...


CEO Compensation Analysis

Compensation vs Market: Frank's total compensation ($USD8.96M) is about average for companies of similar size in the US market ($USD7.32M).

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


Leadership Team

NamePositionTenureCompensationOwnership
Frank Calderoni
Chairman3.75yrsUS$8.96m1.13%
$ 95.2m
David Morton
Executive VP of Finance & CFO2.08yrsUS$3.71m0.045%
$ 3.8m
YY Lee
Senior VP & Chief Strategy Officer2yrsUS$2.67m0.039%
$ 3.3m
Ana Pinczuk
Chief Development Officer1.67yrsUS$14.72m0.023%
$ 2.0m
Michael Gould
14.75yrsno datano data
Gagan Dhingra
VP, Chief Accounting Officer & Principal Accounting Officer1yrno data0.0032%
$ 270.6k
Edelita Tichepco
Vice President of Investor Relationsno datano datano data
Gary Spiegel
VP of Legal & Secretaryno datano datano data
Marilyn Miller
Chief People Officer3yrsno datano data
Simon Tucker
Chief Customer Officer2.33yrsno datano data
Rajeev Mitroo
Managing Director for Australia & New Zealand6.58yrsno datano data
Ying Xian Chung
Chief Accounting Officer & Controller (leave of absence)1yrno data0.0048%
$ 407.5k

2.2yrs

Average Tenure

54yo

Average Age

Experienced Management: PLAN's management team is considered experienced (2.2 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Frank Calderoni
Chairman3.75yrsUS$8.96m1.13%
$ 95.2m
Christopher McKay
Board Observer8.83yrsno data0.018%
$ 1.5m
Robert Beauchamp
Lead Independent Directorno dataUS$270.67k0.036%
$ 3.1m
Sandesh Patnam
Independent Director4.83yrsUS$249.63k0.073%
$ 6.2m
Susan Bostrom
Independent Director3.08yrsUS$250.32k0.0026%
$ 218.1k
John David Haddleton
Board Observerno datano datano data
Allan Leinwand
Independent Director0.67yrno data0.00042%
$ 35.5k
Suresh Vasudevan
Independent Director1.5yrsUS$250.64k0.0027%
$ 229.1k
David Conte
Independent Director4.67yrsUS$265.66k0.18%
$ 15.3m
Yvonne Wassenaar
Independent Director0.92yrUS$106.33k0.0011%
$ 91.3k

3.1yrs

Average Tenure

54yo

Average Age

Experienced Board: PLAN'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: Insufficient data to determine if insiders have bought more shares than they have sold 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 6%.


Top Shareholders

Company Information

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


Key Information

  • Name: Anaplan, Inc.
  • Ticker: PLAN
  • Exchange: NYSE
  • Founded: 2008
  • Industry: Application Software
  • Sector: Software
  • Market Cap: US$8.455b
  • Shares outstanding: 139.77m
  • Website: https://www.anaplan.com

Number of Employees


Location

  • Anaplan, Inc.
  • 50 Hawthorne Street
  • San Francisco
  • California
  • 94105
  • United States

Listings

TickerExchangePrimary SecuritySecurity TypeCountryCurrencyListed on
PLANNYSE (New York Stock Exchange)YesCommon StockUSUSDOct 2018
PLAN1 *BMV (Bolsa Mexicana de Valores)YesCommon StockMXMXNOct 2018

Biography

Anaplan, Inc. provides a cloud-based connected planning platform to connect organizations and people. Its platform unites traditionally distinct or disconnected database structures, including relational, c ...


Company Analysis and Financial Data Status

All financial data provided by Standard & Poor's Capital IQ.
DataLast Updated (UTC time)
Company Analysis2020/10/24 00:37
End of Day Share Price2020/10/23 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.