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Casa Systems

Nasdaq:CASA
Snowflake Description

Good value with proven track record.

The Snowflake is generated from 30 checks in 5 different areas, read more below.
CASA
Nasdaq
$749M
Market Cap
  1. Home
  2. US
  3. Tech
Company description

Casa Systems, Inc. provides software-centric broadband products in North America, Latin America, the Asia-Pacific, Europe, the Middle East, and Africa. The last earnings update was 21 days ago. More info.


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  • Casa Systems has significant price volatility in the past 3 months.
CASA Share Price and Events
7 Day Returns
0.1%
NasdaqGS:CASA
1.7%
US Communications
1.2%
US Market
1 Year Returns
-71.8%
NasdaqGS:CASA
13%
US Communications
3%
US Market
CASA Shareholder Return
  7 Day 30 Day 90 Day 1 Year 3 Year 5 Year
Casa Systems (CASA) 0.1% -23.5% -24.5% -71.8% - -
US Communications 1.7% 5.5% 21.9% 13% 77.2% 86.1%
US Market 1.2% 2.1% 14.6% 3% 39% 43.5%
1 Year Return vs Industry and Market
  • CASA underperformed the Communications industry which returned 13% over the past year.
  • CASA underperformed the Market in United States of America which returned 3% over the past year.
Price Volatility
Industry
5yr Volatility vs Market

CASA Value

 Is Casa Systems undervalued based on future cash flows and its price relative to the stock market?

Value is all about what a company is worth versus what price it is available for. If you went into a grocery store and all the bananas were on sale at half price, they could be considered undervalued.
INTRINSIC VALUE BASED ON FUTURE CASH FLOWS
Here we compare the current share price of Casa Systems to its discounted cash flow analysis.value.

The discounted cash flow value is simply looking at what the company is worth today, based on estimates of how much money it is expected to make in the future.
Raw Data

Below are the data sources, inputs and calculation used to determine the intrinsic value for Casa Systems.

NasdaqGS:CASA Discounted Cash Flow Data Sources
Data Point Source Value
Valuation Model 2 Stage Free Cash Flow to Equity
Levered Free Cash Flow Average of 8 Analyst Estimates (S&P Global) See below
Discount Rate (Cost of Equity) See below 10.4%
Perpetual Growth Rate 10-Year US Government Bond Rate 2.7%

An important part of a discounted cash flow is the discount rate, below we explain how it has been calculated.

Calculation of Discount Rate/ Cost of Equity for NasdaqGS:CASA
Data Point Calculation/ Source Result
Risk-Free Rate 10-Year US Govt Bond Rate 2.7%
Equity Risk Premium S&P Global 6%
Communications Unlevered Beta Simply Wall St/ S&P Global 1.08
Re-levered Beta = Unlevered beta (1 + (1- tax rate) (Debt/Equity))
= 1.085 (1 + (1- 21%) (39.45%))
1.283
Levered Beta Levered Beta limited to 0.8 to 2.0
(practical range for a stable firm)
1.28
Discount Rate/ Cost of Equity = Cost of Equity = Risk Free Rate + (Levered Beta * Equity Risk Premium)
= 2.73% + (1.283 * 5.96%)
10.38%

Discounted Cash Flow Calculation for NasdaqGS:CASA using 2 Stage Free Cash Flow to Equity Model

The calculations below outline how an intrinsic value for Casa Systems is arrived at by discounting future cash flows to their present value using the 2 stage method. We try to start with analysts estimates of free cash flow, however if these are not available we use the most recent financial results. In the 1st stage we continue to grow the free cash flow over a 10 year period, with the growth rate trending towards the perpetual growth rate used in the 2nd stage. The 2nd stage assumes the company grows at a stable rate into perpetuity.

NasdaqGS:CASA DCF 1st Stage: Next 10 year cash flow forecast
Levered FCF (USD, Millions) Source Present Value
Discounted (@ 10.38%)
2019 29.00 Analyst x1 26.27
2020 73.35 Analyst x2 60.21
2021 122.70 Analyst x1 91.24
2022 134.90 Analyst x1 90.89
2023 148.40 Analyst x1 90.58
2024 159.52 Est @ 7.49% 88.22
2025 169.20 Est @ 6.07% 84.77
2026 177.77 Est @ 5.06% 80.69
2027 185.53 Est @ 4.36% 76.29
2028 192.71 Est @ 3.87% 71.80
Present value of next 10 years cash flows $760.96
NasdaqGS:CASA DCF 2nd Stage: Terminal Value
Calculation Result
Terminal Value = FCF2028 × (1 + g) ÷ (Discount Rate – g)
= $192.71 × (1 + 2.73%) ÷ (10.38% – 2.73%)
$2,588.82
Present Value of Terminal Value = Terminal Value ÷ (1 + r)10
= $2,588.82 ÷ (1 + 10.38%)10
$964.51
NasdaqGS:CASA Total Equity Value
Calculation Result
Total Equity Value = Present value of next 10 years cash flows + Terminal Value
= $760.96 + $964.51
$1,725.47
Equity Value per Share
(USD)
= Total value / Shares Outstanding
= $1,725.47 / 83.13
$20.76
NasdaqGS:CASA Discount to Share Price
Calculation Result
Value per share (USD) From above. $20.76
Current discount Discount to share price of $9.01
= -1 x ($9.01 - $20.76) / $20.76
56.6%

Learn more about our DCF calculations in Simply Wall St’s analysis model .

Current Discount
Amount off the current price Casa Systems is available for.
Intrinsic value
>50%
Share price is $9.01 vs Future cash flow value of $20.76
Current Discount Checks
For Casa Systems to be considered undervalued it must be available for at least 20% below the current price. Less than 40% is even better.
  • Casa Systems's share price is below the future cash flow value, and at a moderate discount (> 20%).
  • Casa Systems's share price is below the future cash flow value, and at a substantial discount (> 40%).
PRICE RELATIVE TO MARKET
We can also value a company based on what the stock market is willing to pay for it. This is similar to the price of fruit (e.g. Mangoes or Avocados) increasing when they are out of season, or how much your home is worth.

The amount the stock market is willing to pay for Casa Systems's earnings, growth and assets is considered below, and whether this is a fair price.
Price based on past earnings
Are Casa Systems's earnings available for a low price, and how does this compare to other companies in the same industry?
Raw Data
NasdaqGS:CASA PE (Price to Earnings) Ratio Data Sources
Data Point Source Value
Earnings Per Share * Company Filings (2018-12-31) in USD $0.87
NasdaqGS:CASA Share Price ** NasdaqGS (2019-03-20) in USD $9.01
United States of America Communications Industry PE Ratio Median Figure of 33 Publicly-Listed Communications Companies 30.4x
United States of America Market PE Ratio Median Figure of 3,058 Publicly-Listed Companies 17.69x

* Trailing twelve months (TTM) annual GAAP earnings per share excluding extraordinary items.

** Primary Listing of Casa Systems.

NasdaqGS:CASA PE (Price to Earnings) Ratio Calculation
Calculation Outcome
PE Ratio

= NasdaqGS:CASA Share Price ÷ EPS (both in USD)

= 9.01 ÷ 0.87

10.31x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Casa Systems is good value based on earnings compared to the US Communications industry average.
  • Casa Systems is good value based on earnings compared to the United States of America market.
Price based on expected Growth
Does Casa Systems's expected growth come at a high price?
Raw Data
NasdaqGS:CASA PEG (Price to Earnings to Growth) Ratio Data Sources
Data Point Source Value
PE Ratio See PE Ratio Section 10.31x
Net Income Annual Growth Rate See Future Growth Section.
Line of Best Fit* through Consensus Estimate Earnings of 8 Analysts
-43.1%per year
United States of America Communications Industry PEG Ratio Median Figure of 21 Publicly-Listed Communications Companies 1.37x
United States of America Market PEG Ratio Median Figure of 2,103 Publicly-Listed Companies 1.48x

*Line of best fit is calculated by linear regression .

NasdaqGS:CASA PEG (Price to Earnings to Growth) Ratio Calculation
Calculation Outcome
PEG Ratio

= PE Ratio ÷ Net Income Annual Growth Rate

= 10.31x ÷ -43.1%

-0.24x

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Casa Systems earnings are not expected to grow next year, we can't assess if its growth is good value.
Price based on value of assets
What value do investors place on Casa Systems's assets?
Raw Data
NasdaqGS:CASA PB (Price to Book) Ratio Data Sources
Data Point Source Value
Book Value per Share Company Filings (2018-12-31) in USD $0.90
NasdaqGS:CASA Share Price * NasdaqGS (2019-03-20) in USD $9.01
United States of America Communications Industry PB Ratio Median Figure of 67 Publicly-Listed Communications Companies 1.84x
United States of America Market PB Ratio Median Figure of 5,156 Publicly-Listed Companies 1.89x
NasdaqGS:CASA PB (Price to Book) Ratio Calculation
Calculation Outcome
PB Ratio

= NasdaqGS:CASA Share Price ÷ Book Value per Share (both in USD)

= 9.01 ÷ 0.90

9.99x

* Primary Listing of Casa Systems.

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Casa Systems is overvalued based on assets compared to the US Communications industry average.
X
Value checks
We assess Casa Systems's value by looking at:
  1. Is the discounted cash flow value less than 20%, or 40% of the share price? (2 checks) ( Click here or on bar chart for details of DCF calculation. )
  2. Is the PE ratio less than the market average, and/ or less than the Communications industry average (and greater than 0)? (2 checks)
  3. Is the PEG ratio within a reasonable range (0 to 1)? (1 check)
  4. Is the PB ratio less than the Communications industry average (and greater than 0)? (1 check)
  5. Casa Systems has a total score of 4/6, see the detailed checks below.

    Note: We use GAAP Earnings per Share in all our calculations including PE and PEG Ratio.

    Full details on the Value part of the Simply Wall St company analysis model.

CASA Future Performance

 How is Casa Systems expected to perform in the next 1 to 3 years based on estimates from 8 analysts?

The future performance of a company is measured in the same way as past performance, by looking at estimated growth and how much profit it is expected to make.

Future estimates come from professional analysts. Just like forecasting the weather, they don’t always get it right!
Annual Growth Rate
-43.1%
Expected annual growth in earnings.
Earnings growth vs Low Risk Savings
Is Casa Systems expected to grow at an attractive rate?
  • Casa Systems's earnings are expected to decrease over the next 1-3 years, this is below the low risk savings rate of 2.7%.
Growth vs Market Checks
  • Casa Systems's earnings are expected to decrease over the next 1-3 years, this is below the United States of America market average.
  • Casa Systems's revenue growth is positive but not above the United States of America market average.
Annual Growth Rates Comparison
Raw Data
NasdaqGS:CASA Future Growth Rates Data Sources
Data Point Source Value (per year)
NasdaqGS:CASA Future Earnings Growth Rate Line of Best Fit* through Consensus Estimate Earnings of 8 Analysts -43.1%
NasdaqGS:CASA Future Revenue Growth Rate Line of Best Fit* through Consensus Estimate Revenue of 8 Analysts 2.7%
United States of America Communications Industry Earnings Growth Rate Market Cap Weighted Average 15.2%
United States of America Communications Industry Revenue Growth Rate Market Cap Weighted Average 4.8%
United States of America Market Earnings Growth Rate Market Cap Weighted Average 14.3%
United States of America Market Revenue Growth Rate Market Cap Weighted Average 7.1%

*Line of best fit is calculated by linear regression .

Industry and Market average data is calculated daily.

Learn more about our growth rate calculations in Simply Wall St’s analysis model.

Analysts growth expectations
Raw Data
NasdaqGS:CASA Analysts Growth Expectations Data Sources
Data Point Source Value
Past Financials Company Filings (2 months ago) See Below
Future Estimates Average of up to 8 Analyst Estimates (S&P Global) See Below
All numbers in USD Millions and using Trailing twelve months (TTM) annual period rather than quarterly.
NasdaqGS:CASA Future Estimates Data
Date (Data in USD Millions) Revenue Cash Flow Net Income * Avg. No. Analysts
2023-12-31
2022-12-31
2021-12-31 309 2
2020-12-31 314 45 38 7
2019-12-31 275 34 21 8
NasdaqGS:CASA Past Financials Data
Date (Data in USD Millions) Revenue Cash Flow Net Income *
2018-12-31 297 99 73
2018-09-30 347 140 62
2018-06-30 370 156 66
2018-03-31 368 133 22
2017-12-31 352 95 12
2017-09-30 333 36 -47
2016-12-31 316 111 -35
2016-09-30 307 122 31

*GAAP earnings excluding extraordinary items.

Super high growth metrics
High Growth Checks
  • Casa Systems's earnings are expected to decrease over the next 1-3 years, this is not considered high growth.
  • Casa Systems's revenue is expected to grow by 2.7% yearly, however this is not considered high growth (20% yearly).
Past and Future Earnings per Share
The accuracy of the analysts who estimate the future performance data can be gauged below. We look back 3 years and see if they were any good at predicting what actually occurred. We also show the highest and lowest estimates looking forward to see if there is a wide range.
Raw Data
NasdaqGS:CASA Past and Future Earnings per Share
Data Point Source Value
Past Financials Company Filings (2 months ago) See Below
Future Estimates Average of up to 8 Analyst Estimates (S&P Global) See Below

All data from Casa Systems Company Filings, last reported 2 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

NasdaqGS:CASA Future Estimates Data
Date (Data in USD Millions) EPS * EPS High Estimate EPS Low Estimate Avg. No. Analysts
2023-12-31
2022-12-31
2021-12-31
2020-12-31 0.42 0.46 0.35 4.00
2019-12-31 0.23 0.26 0.18 5.00
NasdaqGS:CASA Past Financials Data
Date (Data in USD Millions) EPS *
2018-12-31 0.87
2018-09-30 0.85
2018-06-30 1.11
2018-03-31 0.47
2017-12-31 0.34
2017-09-30 -1.41
2016-12-31 -1.07
2016-09-30 0.95

*GAAP earnings excluding extraordinary items.

Performance in 3 years
In the same way as past performance we look at the future estimated return (profit) compared to the available funds. We do this looking forward 3 years.
  • Casa Systems is expected to efficiently use shareholders’ funds in the future (Return on Equity greater than 20%).
X
Future performance checks
We assess Casa Systems's future performance by looking at:
  1. Is the annual earnings growth rate expected to beat the low risk savings rate, plus a premium to keep pace with inflation?
  2. Is the annual earnings growth rate expected to beat the average growth rate in earnings of the United States of America market? (1 check)
  3. Is the annual revenue growth rate expected to beat the average growth rate in revenue of the United States of America market? (1 check)
  4. Is the annual earnings growth rate expected to be above 20%? (1 check)
  5. Is the annual revenue growth rate expected to be above 20%? (1 check)
  6. Is the Return on Equity in 3 years expected to be over 20%? (1 check)
Some of the above checks will fail if the company is expected to be loss making in the relevant year.
Casa Systems has a total score of 1/6, see the detailed checks below.

Note 1: We use GAAP Net Income Excluding Exceptional Items for our Earnings in all our calculations.

Full details on the Future part of the Simply Wall St company analysis model.

CASA Past Performance

  How has Casa Systems performed over the past 5 years?

The past performance of a company can be measured by how much growth it has experienced and how much profit it makes relative to the funds and assets it has available.
Past earnings growth
Below we compare Casa Systems's growth in the last year to its industry (Communications).
Past Earnings growth analysis
We also check if the company has grown in the past 5 years, and whether it has maintained that growth in the year.
  • Casa Systems has delivered over 20% year on year earnings growth in the past 5 years.
  • Casa Systems's 1-year earnings growth exceeds its 5-year average (516.1% vs 26.6%)
  • Casa Systems's earnings growth has exceeded the US Communications industry average in the past year (516.1% vs 19.6%).
Earnings and Revenue History
Casa Systems's revenue and profit over the past 5 years is shown below, any years where they have experienced a loss will show up in red.
Raw Data

All data from Casa Systems Company Filings, last reported 2 months ago, and in Trailing twelve months (TTM) annual period rather than quarterly.

NasdaqGS:CASA Past Revenue, Cash Flow and Net Income Data
Date (Data in USD Millions) Revenue Net Income * G+A Expenses R&D Expenses
2018-12-31 297.13 73.01 68.03 70.97
2018-09-30 347.26 62.25 72.32 70.39
2018-06-30 370.02 66.19 68.03 69.21
2018-03-31 367.92 22.04 64.55 66.74
2017-12-31 351.58 11.85 61.17 60.68
2017-09-30 332.84 -47.36 54.88 55.91
2016-12-31 316.13 -35.12 54.33 49.21
2016-09-30 306.81 30.87 57.00 46.96
2015-12-31 272.45 27.30 52.61 37.16
2014-12-31 211.28 23.29 31.76 25.48

*GAAP earnings excluding extraordinary items.

Performance last year
We want to ensure a company is making the most of what it has available. This is done by comparing the return (profit) to a company's available funds, assets and capital.
  • Whilst Casa Systems made outstanding use of shareholders’ funds last year (Return on Equity greater than 40%), this is metric is skewed due to its high level of debt.
  • Casa Systems used its assets more efficiently than the US Communications industry average last year based on Return on Assets.
  • Casa Systems's use of capital deteriorated last year versus 3 years ago (Return on Capital Employed).
X
Past performance checks
We assess Casa Systems's performance over the past 5 years by checking for:
  1. Has earnings increased in past 5 years? (1 check)
  2. Has the earnings growth in the last year exceeded that of the Communications industry? (1 check)
  3. Is the recent earnings growth over the last year higher than the average annual growth over the past 5 years? (1 check)
  4. Is the Return on Equity (ROE) higher than 20%? (1 check)
  5. Is the Return on Assets (ROA) above industry average? (1 check)
  6. Has the Return on Capital Employed (ROCE) increased from 3 years ago? (1 check)
The above checks will fail if the company has reported a loss in the most recent earnings report. Some checks require at least 3 or 5 years worth of data.
Casa Systems has a total score of 4/6, see the detailed checks below.

Note: We use GAAP Net Income excluding extraordinary items in all our calculations.

Full details on the Past part of the Simply Wall St company analysis model.

CASA Health

 How is Casa Systems's financial health and their level of debt?

A company's financial position is much like your own financial position, it includes everything you own (assets) and owe (liabilities).

The boxes below represent the relative size of what makes up Casa Systems's finances.

The net worth of a company is the difference between its assets and liabilities.
Net Worth
  • Casa Systems is able to meet its short term (1 year) commitments with its holdings of cash and other short term assets.
  • Casa Systems's cash and other short term assets cover its long term commitments.
Balance sheet
This treemap shows a more detailed breakdown of Casa Systems's finances. If any of them are yellow this indicates they may be out of proportion and red means they relate to one of the checks below.
Assets
Liabilities and shares
The 'shares' portion represents any funds contributed by the owners (shareholders) and any profits.
  • Low level of unsold assets.
  • Debt is covered by short term assets, assets are 1.4x debt.
Historical Debt
Nearly all companies have debt. Debt in itself isn’t bad, however if the debt is too high, or the company can’t afford to pay the interest on its debts this may have impacts in the future.

The graphic below shows equity (available funds) and debt, we ideally want to see the red area (debt) decreasing.

If there is any debt we look at the companies capability to repay it, and whether the level has increased over the past 5 years.
Raw Data

All data from Casa Systems Company Filings, last reported 2 months ago.

NasdaqGS:CASA Past Debt and Equity Data
Date (Data in USD Millions) Total Equity Total Debt Cash & Short Term Investments
2018-12-31 74.86 295.46 280.59
2018-09-30 85.72 296.00 308.35
2018-06-30 107.26 296.54 342.93
2018-03-31 71.83 297.08 307.10
2017-12-31 50.16 297.62 260.82
2017-09-30 -10.73 298.15 183.52
2016-12-31 25.78 299.75 343.95
2016-09-30 183.85 7.59 161.71
2015-12-31 179.94 7.80 92.50
2014-12-31 106.18 0.00 77.16
  • Casa Systems's level of debt (394.7%) compared to net worth is high (greater than 40%).
  • Unable to establish if Casa Systems's debt level has increased without past 5-year debt data.
  • Debt is well covered by operating cash flow (33.4%, greater than 20% of total debt).
  • Interest payments on debt are well covered by earnings (EBIT is 5.8x coverage).
X
Financial health checks
We assess Casa Systems's financial health by checking for:
  1. Are short term assets greater than short term liabilities? (1 check)
  2. Are short term assets greater than long term liabilities? (1 check)
  3. Has the debt to equity ratio increased in the past 5 years? (1 check)
  4. Is the debt to equity ratio over 40%? (1 check)
  5. Is the debt covered by operating cash flow? (1 check)
  6. Are earnings greater than 5x the interest on debt (if company pays interest at all)? (1 check)
  7. Casa Systems has a total score of 4/6, see the detailed checks below.
For companies that are loss making and have been so on average in the past we replace the last 2 checks with:
  1. Does cash and short term investments cover stable operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)
  2. Does cash and short term investments cover growing operating expenses (recurring G&A and R&D) for more than 3 years? (1 check)


Full details on the Health part of the Simply Wall St company analysis model.

CASA Dividends

 What is Casa Systems's current dividend yield, its reliability and sustainability?

Dividends are regular cash payments to you from the company, similar to a bank paying you interest on a savings account.
Annual Dividend Income
Dividend payments
0%
Current annual income from Casa Systems dividends. Estimated to be 0% next year.
If you bought $2,000 of Casa Systems shares you are expected to receive $0 in your first year as a dividend.
Dividend Amount
Here we look how much dividend is being paid, if any. Is it above what you can get in a savings account? It is up there with the best dividend paying companies?
  • Unable to evaluate Casa Systems's dividend yield against the bottom 25% of dividend payers as the company has not reported any payouts.
  • Unable to evaluate Casa Systems's dividend against the top 25% market benchmark as the company has not reported any payouts.
Annualized Historical and Future Dividends
It is important to see if the dividend for a company is stable, and not wildly increasing/decreasing each year. This graph shows you the historical rate to count toward your assessment of the stock.

We also check to see if the dividend has increased in the past 10 years.
Raw Data
NasdaqGS:CASA Annualized Past and Future Dividends
Data Point Source Value
Past Annualized Dividend Yield S&P Global Market Data See Below
Past Dividends per Share Company Filings/ Annualized Dividend Payments See Below
Future Dividends per Share Estimates Average of up to 8 Analyst Estimates (S&P Global) See Below
United States of America Communications Industry Average Dividend Yield Market Cap Weighted Average of 13 Stocks 2.4%
United States of America Market Average Dividend Yield Market Cap Weighted Average of 2004 Stocks 2.5%
United States of America Minimum Threshold Dividend Yield 10th Percentile 0.8%
United States of America Bottom 25% Dividend Yield 25th Percentile 1.4%
United States of America Top 25% Dividend Yield 75th Percentile 3.6%

Industry and Market average data is calculated daily.

Note all dividend per share amounts are annualized and not quarterly or other period.

NasdaqGS:CASA Future Dividends Estimate Data
Date (Data in $) Dividend per Share (annual) Avg. No. Analysts
2023-12-31
2022-12-31
2021-12-31 0.00 2.00
2020-12-31 0.00 2.00
2019-12-31 0.00 2.00

Learn more about our ratios and growth rates in Simply Wall St’s analysis model >

  • Unable to perform a dividend volatility check as Casa Systems has not reported any payouts.
  • Unable to verify if Casa Systems's dividend has been increasing as the company has not reported any payouts.
Current Payout to shareholders
What portion of Casa Systems's earnings are paid to the shareholders as a dividend.
  • Unable to calculate sustainability of dividends as Casa Systems has not reported any payouts.
Future Payout to shareholders
  • No need to calculate the sustainability of Casa Systems's dividends in 3 years as they are not expected to pay a notable one for United States of America.
X
Income/ dividend checks
We assess Casa Systems's dividend by checking for:
  1. Firstly is the company paying a notable dividend (greater than 0.8%) - if not then the rest of the checks are ignored.
  2. Is current dividend yield above the bottom 25% of dividend payers? (1 check)
  3. Is current dividend yield above the top 25% of dividend payers? (1 check)
  4. Have they paid a dividend for 10 years, and during this period has the dividend been volatile (drop of more than 25%)? (1 check)
  5. If they have paid a dividend for 10 years has it increased in this time? (1 check)
  6. How sustainable is the dividend, can Casa Systems afford to pay it from its earnings today and in 3 years (Payout ratio less than 90%)? (2 checks)
  7. Casa Systems has a total score of 0/6, see the detailed checks below.


Full details on the Dividends part of the Simply Wall St company analysis model.

CASA Management

 What is the CEO of Casa Systems's salary, the management and board of directors tenure and is there insider trading?

Management is one of the most important areas of a company. We look at unreasonable CEO compensation, how long the team and board of directors have been around for and insider trading.
CEO
Jerry Guo
COMPENSATION $6,822,664
AGE 55
TENURE AS CEO 16.2 years
CEO Bio

Mr. Jerry Guo has served as President, Chief Executive Officer and Chairman of Board of Directors at Casa Systems, Inc since its founding in 2003 and also serves as its Secretary. Prior to founding Casa, Mr. Guo served as the Vice President of Broadband at River Delta Networks, which was acquired by Motorola in 2001. Prior to that, Mr. Guo was a research scientist at Bell Laboratories’ research division. Mr. Guo holds a Ph.D. degree in electrical engineering from the University of Wisconsin-Madison and an M.S. degree in optical instruments from the Department of Precision Instruments at Tsinghua University.

CEO Compensation
  • Jerry's compensation has increased by more than 20% in the past year.
  • Jerry's remuneration is higher than average for companies of similar size in United States of America.
Management Team Tenure

Average tenure and age of the Casa Systems management team in years:

6.5
Average Tenure
51.5
Average Age
  • The average tenure for the Casa Systems management team is over 5 years, this suggests they are a seasoned and experienced team.
Management Team

Jerry Guo

TITLE
Chairman
COMPENSATION
$7M
AGE
55
TENURE
16.2 yrs

Lucy Xie

TITLE
Senior VP of Operations & Director
COMPENSATION
$2M
AGE
52
TENURE
8.2 yrs

Weidong Chen

TITLE
CTO & Director
COMPENSATION
$2M
AGE
51
TENURE
15.2 yrs

Maurizio Nicolelli

TITLE
Chief Financial Officer
AGE
50
TENURE
0.2 yrs

Todd Keebaugh

TITLE
Corporate Counsel

Paul Hanna

TITLE
Vice President of Global Marketing

Abraham Pucheril

TITLE
Senior Vice President of Product Strategy & Management
AGE
52
TENURE
1.2 yrs

Scott Bruckner

TITLE
Senior Vice President of Strategy & Corporate Development

Shaun McCarthy

TITLE
VP & Corporate Controller
AGE
47
TENURE
4.8 yrs
Board of Directors Tenure

Average tenure and age of the Casa Systems board of directors in years:

7
Average Tenure
59
Average Age
  • The tenure for the Casa Systems board of directors is about average.
Board of Directors

Lucy Xie

TITLE
Senior VP of Operations & Director
COMPENSATION
$2M
AGE
52
TENURE
16.2 yrs

Weidong Chen

TITLE
CTO & Director
COMPENSATION
$2M
AGE
51
TENURE
9.2 yrs

Bruce Evans

TITLE
Director
COMPENSATION
$11K
AGE
59
TENURE
9.2 yrs

Jerry Guo

TITLE
Chairman
COMPENSATION
$7M
AGE
55
TENURE
16.2 yrs

Joe Tibbetts

TITLE
Director
COMPENSATION
$459K
AGE
65
TENURE
1.3 yrs

Bill Styslinger

TITLE
Director
COMPENSATION
$205K
AGE
71
TENURE
7 yrs

Dan Mead

TITLE
Independent Director
AGE
64
TENURE
1 yrs

Mike Hayashi

TITLE
Director
AGE
62
TENURE
0.3 yrs

Sue D’Emic

TITLE
Director
AGE
54
TENURE
0.3 yrs
Who owns this company?
Recent Insider Trading
  • More shares have been bought than sold by Casa Systems insiders in the past 3 months, but not in substantial volumes.
Recent Insider Transactions
Announced Type Name Entity Role Start End Shares Max Price ($) Value ($)
12. Mar 19 Buy Michael Hayashi Individual 04. Mar 19 04. Mar 19 1,000 $10.35 $10,350
02. May 18 Sell Weidong Chen Individual 30. Apr 18 30. Apr 18 -360,948 $23.89 $-8,622,145
02. May 18 Sell Lucy Xie Individual 30. Apr 18 30. Apr 18 -266,381 $23.89 $-6,363,176
02. May 18 Sell Jerry Guo Individual 30. Apr 18 30. Apr 18 -1,402,905 $23.89 $-33,511,893
02. May 18 Sell William Styslinger Individual 30. Apr 18 30. Apr 18 -62,301 $23.89 $-1,488,215
02. May 18 Sell Dragonfly 2012 Irrevocable Trust Company 30. Apr 18 30. Apr 18 -415,343 $23.89 $-9,921,506
30. Apr 18 Sell Summit Partners LLP Company 30. Apr 18 30. Apr 18 -4,717,520 $25.00 $-117,938,000
X
Management checks
We assess Casa Systems's management by checking for:
  1. Is the CEO's compensation unreasonable compared to market cap? (1 check)
  2. Has the CEO's compensation increased more than 20% whilst the EPS is down more then 20%? (1 check)
  3. Is the average tenure of the management team less than 2 years? (1 check)
  4. Is the average tenure of the board of directors team less than 3 years? (1 check)
  5. Casa Systems has a total score of 0/6, this is not included on the snowflake, see the detailed checks below.


Note: We use the top 6 management executives and board members in our calculations.

Note 2: Insider trading include any internal stakeholders and these transactions .

Full details on the Management part of the Simply Wall St company analysis model.

CASA News

Simply Wall St News

Is Casa Systems, Inc.’s (NASDAQ:CASA) 20% ROCE Any Good?

Specifically, we're going to calculate its Return On Capital Employed (ROCE), in the hopes of getting some insight into the business. … Return On Capital Employed (ROCE): What is it? … ROCE measures the 'return' (pre-tax profit) a company generates from capital employed in its business.

Simply Wall St -

Do You Like Casa Systems, Inc. (NASDAQ:CASA) At This P/E Ratio?

We'll look at Casa Systems, Inc.'s (NASDAQ:CASA) P/E ratio and reflect on what it tells us about the company's share price. … Casa Systems has a P/E ratio of 11.84, based on the last twelve months. … Price to Earnings Ratio = Share Price ÷ Earnings per Share (EPS)

Simply Wall St -

Calculating The Fair Value Of Casa Systems, Inc. (NASDAQ:CASA)

by projecting its future cash flows and then discounting them to today's value. … Discounted Cash Flows (DCF). … If you want to learn more about discounted cash flow, the basis for my calcs can be read in detail in the Simply Wall St analysis model

Simply Wall St -

Should You Be Tempted To Buy Casa Systems Inc (NASDAQ:CASA) Because Of Its PE Ratio?

While this makes CASA appear like a good stock to buy, you might change your mind after I explain the assumptions behind the P/E ratio. … I will deconstruct the P/E ratio and highlight what you need to be careful of when using the P/E ratio … View our latest analysis for Casa Systems

Simply Wall St -

Investors Are Undervaluing Casa Systems Inc (NASDAQ:CASA) By 41.8%

by taking the expected future cash flows and discounting them to today's value. … Discounted Cash Flows (DCF). … If you want to learn more about discounted cash flow, the basis for my calcs can be read in detail in the Simply Wall St analysis model

Simply Wall St -

Should You Be Concerned About Casa Systems Inc's (NASDAQ:CASA) Shareholders?

Today, I will be analyzing Casa Systems Inc’s (NASDAQ:CASA) recent ownership structure, an important but not-so-popular subject among individual investors. … Ownership structure of a company has been found to affect share performance over time. … Therefore, it is beneficial for us to examine CASA's ownership structure in more detail.

Simply Wall St -

What is Behind Casa Systems Inc's (NASDAQ:CASA) Superior ROE?

Casa Systems Inc (NASDAQ:CASA) delivered an ROE of 122.68% over the past 12 months, which is an impressive feat relative to its industry average of 8.17% during the same period. … If CASA borrows debt to invest in its business, its profits will be higher. … But ROE does not capture any debt, so we only see high profits and low equity, which is great on the surface.

Simply Wall St -

Does Casa Systems Inc's (NASDAQ:CASA) PE Ratio Warrant A Sell?

and want to begin learning the link between Casa Systems Inc (NASDAQ:CASA)’s fundamentals and stock market performance. … Casa Systems Inc (NASDAQ:CASA) is trading with a trailing P/E of 34.3x, which is higher than the industry average of 28.9x. … While this makes CASA appear like a stock to avoid or sell if you own it, you might change your mind after I explain the assumptions behind the P/E ratio

Simply Wall St -

Should You Sell Casa Systems Inc (NASDAQ:CASA) At This PE Ratio?

which is 1.31 times more expensive than the 29.07x average multiple of the Communications. … Yes, this expensive multiple can initially be deterring, but there are many company-specific elements which are not captured in such a static ratio – such as its growth outlook and debt obligations … To resolve this problem, I’ll identify some important factors to consider when judging the relative valuation of

Simply Wall St -

Should You Be Holding Casa Systems Inc (NASDAQ:CASA)?

Attractive stocks have exceptional fundamentals. … In the case of Casa Systems Inc (NASDAQ:CASA), there's. … Below is a brief commentary on these key aspects.

Simply Wall St -

CASA Company Info

Description

Casa Systems, Inc. provides software-centric broadband products in North America, Latin America, the Asia-Pacific, Europe, the Middle East, and Africa. The company offers solutions that allow cable service providers to deliver voice, video, and data services over a single platform at multi-gigabit speeds. It also provides solutions for next-generation centralized, distributed, and virtualized architectures for cable broadband, fixed-line broadband, and wireless networks. Casa Systems, Inc. was founded in 2003 and is headquartered in Andover, Massachusetts.

Details
Name: Casa Systems, Inc.
CASA
Exchange: NasdaqGS
Founded: 2003
$748,985,244
83,128,218
Website: http://www.casa-systems.com
Address: Casa Systems, Inc.
100 Old River Road,
Andover,
Massachusetts, 01810,
United States
Listings
Exchange Symbol Ticker Symbol Security Exchange Country Currency Listed on
NasdaqGS CASA Common Stock Nasdaq Global Select US USD 15. Dec 2017
DB 6CS Common Stock Deutsche Boerse AG DE EUR 15. Dec 2017
Number of employees
Current staff
Staff numbers
743
Casa Systems employees.
Industry
Communications Equipment
Tech
Company Analysis and Financial Data Status
Area Date (UTC time)
Company Analysis updated: 2019/03/21 01:03
End of day share price update: 2019/03/20 00:00
Last estimates confirmation: 2019/03/18
Last earnings filing: 2019/02/28
Last earnings reported: 2018/12/31
Last annual earnings reported: 2018/12/31


All dates and times in UTC. All financial data provided by Standard & Poor’s Capital IQ.

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.