Thinkific Labs Inc.

TSX:THNC Stok Raporu

Piyasa değeri: CA$109.4m

Thinkific Labs Yönetim

Yönetim kriter kontrolleri 1/4

Thinkific Labs CEO'su Greg Smith, Apr2012 tarihinde atandı, in görev süresi 14.08 yıldır. in toplam yıllık tazminatı $ 301.27K olup, şirket hissesi ve opsiyonları dahil olmak üzere 86.7% maaş ve 13.3% ikramiyelerden oluşmaktadır. şirketin hisselerinin 29.88% ine doğrudan sahiptir ve bu hisseler CA$ 32.70M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 1.1 yıl ve 1.7 yıldır.

Anahtar bilgiler

Greg Smith

İcra Kurulu Başkanı

US$301.3k

Toplam tazminat

CEO maaş yüzdesi86.73%
CEO görev süresi14.1yrs
CEO sahipliği29.9%
Yönetim ortalama görev süresi1.1yrs
Yönetim Kurulu ortalama görev süresi1.7yrs

Son yönetim güncellemeleri

Shareholders Will Probably Hold Off On Increasing Thinkific Labs Inc.'s (TSE:THNC) CEO Compensation For The Time Being

Jun 13
Shareholders Will Probably Hold Off On Increasing Thinkific Labs Inc.'s (TSE:THNC) CEO Compensation For The Time Being

Recent updates

THNC: Enterprise Shift And Buybacks Will Support Future Rerating

Narrative Update on Thinkific Labs The consolidated analyst price target for Thinkific Labs has moved lower by CA$0.25 to CA$2.25, as analysts cite reduced visibility from the shift toward higher value enterprise customers and weaker EBITDA margin guidance, with growth reacceleration now expected later in the year. Analyst Commentary Recent research updates signal a more cautious stance on Thinkific Labs, with lower price targets and a shift in ratings that reflect both execution risk around the upmarket transition and questions around near term profitability.

THNC: Enterprise Shift And H2 Reacceleration Expectations May Support Upside Potential

Narrative Update Analysts have cut their average price targets on Thinkific Labs to a range of about CA$2 to CA$2.25, reflecting caution around the company's transition toward higher-value enterprise customers and its weaker EBITDA margin guidance. Analyst Commentary Recent Street research on Thinkific Labs points to a more cautious stance, with price targets reset to around CA$2 to CA$2.25 and ratings moved to Neutral or Hold.

THNC: Upmarket Enterprise Focus And Buybacks Will Support Future Repricing

Analysts have trimmed their average price target for Thinkific Labs from CA$2.25 to CA$2.00, citing reduced fair value estimates, a higher discount rate, more modest revenue growth assumptions, and updated expectations for profit margins and future P/E levels, as reflected in recent research from CIBC and Canaccord. Analyst Commentary Analysts are recalibrating their views on Thinkific Labs, with recent research pointing to both potential opportunities and clear execution risks as the company focuses more on larger, higher-value enterprise customers.

THNC: Upmarket Enterprise Shift And Neutral Rating Outlook May Support Upside

Analysts have trimmed their average price targets on Thinkific Labs to a range of about CA$2 to CA$2.25, down from prior levels near CA$2.50 to CA$4.25. This reflects reduced fair value estimates, slightly higher discount rates, and more cautious views on growth, margins, and future P/E.

THNC: Higher Margin Outlook Will Support Improved Earnings Multiple Potential

Analysts have trimmed their price target on Thinkific Labs by CA$0.07 to CA$2.43, citing updated assumptions around revenue growth, profit margins, and a slightly higher discount rate, while keeping future P/E expectations broadly in line with prior views. Valuation Changes Fair Value: CA$2.50 to CA$2.43, a modest reduction in the modelled estimate.

THNC: Share Repurchases And Market Perform Rating Will Support Future Repricing

Analysts have trimmed their price target for Thinkific Labs to C$3.00, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margin and a much higher future P/E that also supported a recent downgrade to Market Perform. Analyst Commentary Bullish Takeaways Bullish analysts still see upside to the revised C$3.00 target, indicating they view the current market price as already reflecting many of the known execution risks.

THNC: Share Buybacks And Neutral Rating Outlook May Support Future Upside

Analysts have reduced their fair value estimate for Thinkific Labs from about $5.01 to roughly $4.19 per share. This reflects a lower price target following a recent downgrade to Market Perform and updated assumptions for growth, margins, discount rate, and future P/E.

THNC: Share Repurchases And Market Perform Rating Will Support Future Upside

Analysts have trimmed their price target on Thinkific Labs to C$3.01 from C$3.05, citing slightly lower profit margin assumptions and a modestly higher future P/E. This adjustment is consistent with a recent downgrade to Market Perform and a C$3 target from Street research.

THNC: Share Repurchases Will Support Future Upside After Market Perform Downgrade

Narrative Update on Thinkific Labs Analysts have reduced their price target on Thinkific Labs to C$3.00, citing a more cautious outlook that offsets modest improvements in profit margin expectations and a slightly lower assumed future price to earnings multiple. Analyst Commentary Analysts have taken a more balanced stance on Thinkific Labs, reflecting both the company’s progress and the constraints on its near term growth and valuation potential at the current price target.

THNC: Share Repurchases Will Support Future Upside Despite Market Perform Downgrade

Analysts have maintained their price target on Thinkific Labs at C$3.05, reflecting slightly higher discount rate assumptions and more modest revenue growth expectations following a recent sector-wide reassessment. Analyst Commentary Analysts acknowledge that the recent downgrade to Market Perform reflects a more balanced risk reward profile for Thinkific Labs at current levels, rather than a fundamental shift in the company’s long term prospects.

Thinkific Labs Inc. (TSE:THNC) Not Doing Enough For Some Investors As Its Shares Slump 26%

Dec 03
Thinkific Labs Inc. (TSE:THNC) Not Doing Enough For Some Investors As Its Shares Slump 26%

THNC: Share Repurchase Program Will Support Long-Term Margin Stability

Narrative Update on Thinkific Labs Analysts have lowered their price target for Thinkific Labs from $3.46 to $3.05, citing moderated revenue growth expectations and a recent downgrade in rating. Analyst Commentary Following the recent revision to a Market Perform rating, analysts have provided insights highlighting both optimistic and cautious perspectives regarding Thinkific Labs' outlook and valuation.

AI Integration And Upmarket Shift Will Empower Digital Education

Thinkific Labs' consensus price target has been revised downward, primarily reflecting slower expected revenue growth and a higher future P/E ratio, now implying a fair value of CA$3.46 per share. What's in the News Thinkific Labs provided Q3 2025 revenue guidance of $18.1–$18.4 million.

Shareholders Will Probably Hold Off On Increasing Thinkific Labs Inc.'s (TSE:THNC) CEO Compensation For The Time Being

Jun 13
Shareholders Will Probably Hold Off On Increasing Thinkific Labs Inc.'s (TSE:THNC) CEO Compensation For The Time Being

Results: Thinkific Labs Inc. Confounded Analyst Expectations With A Surprise Profit

May 08
Results: Thinkific Labs Inc. Confounded Analyst Expectations With A Surprise Profit

There's Reason For Concern Over Thinkific Labs Inc.'s (TSE:THNC) Massive 72% Price Jump

May 06
There's Reason For Concern Over Thinkific Labs Inc.'s (TSE:THNC) Massive 72% Price Jump
User avatar

AI Tools And New Features Will Improve Future Customer Retention

Accelerated adoption of Thinkific Commerce and expanded payment features are driving revenue growth through higher transaction sizes and increased commerce usage.

Most Shareholders Will Probably Find That The Compensation For Thinkific Labs Inc.'s (TSE:THNC) CEO Is Reasonable

Jun 13
Most Shareholders Will Probably Find That The Compensation For Thinkific Labs Inc.'s (TSE:THNC) CEO Is Reasonable

Thinkific Labs Inc.'s (TSE:THNC) 26% Jump Shows Its Popularity With Investors

Feb 13
Thinkific Labs Inc.'s (TSE:THNC) 26% Jump Shows Its Popularity With Investors

Here's Why We're Not At All Concerned With Thinkific Labs' (TSE:THNC) Cash Burn Situation

Jan 23
Here's Why We're Not At All Concerned With Thinkific Labs' (TSE:THNC) Cash Burn Situation

Thinkific Labs Inc.'s (TSE:THNC) 27% Jump Shows Its Popularity With Investors

Nov 24
Thinkific Labs Inc.'s (TSE:THNC) 27% Jump Shows Its Popularity With Investors

Thinkific Labs Inc. (TSE:THNC) Shares Could Be 22% Below Their Intrinsic Value Estimate

Nov 09
Thinkific Labs Inc. (TSE:THNC) Shares Could Be 22% Below Their Intrinsic Value Estimate

Is It Too Late To Consider Buying Thinkific Labs Inc. (TSE:THNC)?

Jul 08
Is It Too Late To Consider Buying Thinkific Labs Inc. (TSE:THNC)?

CEO Tazminat Analizi

Greg Smith'un ücretlendirmesi Thinkific Labs'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Dec 31 2025n/an/a

US$1m

Sep 30 2025n/an/a

US$266k

Jun 30 2025n/an/a

US$675k

Mar 31 2025n/an/a

US$1m

Dec 31 2024US$301kUS$261k

-US$237k

Sep 30 2024n/an/a

US$741k

Jun 30 2024n/an/a

-US$770k

Mar 31 2024n/an/a

-US$4m

Dec 31 2023US$335kUS$258k

-US$10m

Sep 30 2023n/an/a

-US$14m

Jun 30 2023n/an/a

-US$23m

Mar 31 2023n/an/a

-US$31m

Dec 31 2022US$336kUS$302k

-US$36m

Sep 30 2022n/an/a

-US$42m

Jun 30 2022n/an/a

-US$42m

Mar 31 2022n/an/a

-US$37m

Dec 31 2021US$223kUS$223k

-US$26m

Tazminat ve Piyasa: Greg 'nin toplam tazminatı ($USD 301.27K ), Canadian pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 151.90K ).

Tazminat ve Kazançlar: Greg 'in tazminatı, şirketin son bir yıldaki performansıyla tutarlıydı.


CEO

Greg Smith

14.1yrs
Görev süresi
US$301,272
Tazminat

Mr. Greg Smith, B.Com., L.L.B., is a Co-Founder of Thinkific Labs Inc. and serves as its Chief Executive Officer and Director since April 11, 2012. He is responsible for the overall strategic direction of...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Greg Smith
Co-Founder14.1yrsUS$301.27k29.88%
CA$ 32.7m
Amanda Malko
Chief Revenue Officer1.9yrsUS$891.75k0.088%
CA$ 96.3k
Kevin Wilson
Interim Chief Financial Officerless than a yearVeri yokVeri yok
Elise Stribos
Chief People Officerless than a yearVeri yok0.0043%
CA$ 4.7k
Joo-Hun Kim
Investor Relations Contactno dataVeri yokVeri yok
1.1yrs
Ortalama Görev Süresi

Deneyimli Yönetim: THNC 'un yönetim ekibi deneyimli olarak kabul edilmiyor ( 1.1 yıl), bu da yeni bir ekibin varlığını gösteriyor.


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Greg Smith
Co-Founder14.1yrsUS$301.27k29.88%
CA$ 32.7m
Paula Boggs
Independent Director1.7yrsUS$44.47kVeri yok
Jean Lavigueur
Directorless than a yearVeri yokVeri yok
Russell Mann
Independent Chairman of the Board1.7yrsUS$41.34kVeri yok
Lori Ell
Independent Director1.7yrsUS$32.15kVeri yok
Melanie Kalemba
Independent Director3.9yrsUS$125.71kVeri yok
1.7yrs
Ortalama Görev Süresi
61yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: THNC 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilmiyor ( 1.7 yıllık ortalama görev süresi), bu da yeni bir yönetim kurulu olduğunu gösteriyor.


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/05 11:05
Gün Sonu Hisse Fiyatı2026/05/05 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Thinkific Labs Inc. 5 Bu analistlerden 4, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Martin TonerATB Cormark
Thanos MoschopoulosBMO Capital Markets Equity Research
Robert YoungCanaccord Genuity