Fathom Digital Manufacturing Corporation

NYSE:FATH Stok Raporu

Piyasa değeri: US$35.2m

This company has been acquired

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

Fathom Digital Manufacturing Gelecekteki Büyüme

Future kriter kontrolleri 0/6

Şu anda Fathom Digital Manufacturing için büyüme ve gelir tahmini yapmak üzere yeterli analist kapsamımız yok.

Anahtar bilgiler

n/a

Kazanç büyüme oranı

n/a

EPS büyüme oranı

Machinery kazanç büyümesi16.4%
Gelir büyüme oranın/a
Gelecekteki özkaynak getirisin/a
Analist kapsamı

Low

Son güncelleme22 Feb 2024

Gelecekteki son büyüme güncellemeleri

Analiz Makalesi • May 19

Analysts Are Updating Their Fathom Digital Manufacturing Corporation (NYSE:FATH) Estimates After Its First-Quarter Results

A week ago, Fathom Digital Manufacturing Corporation ( NYSE:FATH ) came out with a strong set of first-quarter numbers...

Recent updates

Analiz Makalesi • May 19

Analysts Are Updating Their Fathom Digital Manufacturing Corporation (NYSE:FATH) Estimates After Its First-Quarter Results

A week ago, Fathom Digital Manufacturing Corporation ( NYSE:FATH ) came out with a strong set of first-quarter numbers...
Analiz Makalesi • Apr 05

These Analysts Just Made An Incredible Downgrade To Their Fathom Digital Manufacturing Corporation (NYSE:FATH) EPS Forecasts

The latest analyst coverage could presage a bad day for Fathom Digital Manufacturing Corporation ( NYSE:FATH ), with...
Analiz Makalesi • Mar 10

An Intrinsic Calculation For Fathom Digital Manufacturing Corporation (NYSE:FATH) Suggests It's 32% Undervalued

Key Insights Using the 2 Stage Free Cash Flow to Equity, Fathom Digital Manufacturing fair value estimate is US$1.12...
Seeking Alpha • Dec 23

Fathom Digital Manufacturing: Early Stages In A Large Market Opportunity

Summary Fathom has core competence across additive manufacturing and more traditional methods. Currently sitting at 12 sites, I believe Fathom is poised to gain market share given speed with its growth strategy and optimization plans in place. I keep a December 2023 price target of $4.03 on the stock, based on the assumed PS multiple of 1.5x and FY23E 176.3 million revenues. Editor's note: Seeking Alpha is proud to welcome Principal Investor as a new contributor. It's easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » Thesis Fathom (FATH) is a tech-agnostic digital manufacturing platform addressing the low volume/high mix TAM of $25B, with a broad range of solutions across 3D printing, injection molding, CNC, and sheet metal fabrication. The firm is EBITDA profitable and positioned to benefit from secular trends in manufacturing, including a shift from in-house manufacturing to outsourced solutions driving lower capex for customers; quick turnaround for high-quality products requiring customers to hold less inventory; interactive software solutions and quick pricing quote. FATH is currently trading at a forward PS ratio of 0.83x sales compared to the 1.23x sector median and I believe the stock should trade higher owing to the company’s top-line potential growth and margin expansion. Company Overview Operating in North America, Fathom Digital Manufacturing Corporation provides digital manufacturing services to over 3K customers. The firm is tech agnostic and provides traditional manufacturing methods along with emerging technologies such as 3D printing. The firm focuses on low to mid-volume manufacturing and has 12 locations across the states with customers across industrial, medical, aerospace, auto, and consumer end markets. Why do I like FATH? Fathom’s Growth Strategy addresses a large TAM As part of the $25 billion low-to-mid volume manufacturing market involving these technologies, Fathom approximates that 40% of production is handled in-house, 55% is delegated to regional design services bureaus, and 5% is serviced by legacy digital manufacturers. The shortcoming of utilizing regional design services, which currently hold the largest market share, is that they are specialized in their offerings and not well positioned to scale production due to labor and capacity constraints. Similarly, legacy manufacturers experience constraints on the flexibility side and inhouse manufacturers have capacity constraints. A part of Fathom’s key growth strategy is taking market share from these areas, which they believe is an easy value add for companies looking to outsource production due to their increased flexibility and capacity offerings. Thus far, FATH has pointed its attention toward enterprise level corporate customers, leveraging their ability to tackle a wide range of manufacturing complexities and scale production quickly. In the near term, the existing customers will continue to be the focus as the company increases penetration across departments and lines of production (called the “land and expand” model). Over time, the company has a vision to expand the customer base to include other enterprise level corporate companies while retaining legacy customers by maintaining strong relationships. It also plans to grow additive manufacturing capabilities along with software and digital capabilities via organic growth or acquisition. Currently sitting at 12 sites, I believe Fathom is poised to gain market share given speed with its growth strategy and optimization plans in place and as FCF rebounds in FY23 (FY22 cashflow was affected by restructuring and one-off charges), I think the firm will continue to execute on new site acquisitions. FATH is exposed to a large TAM (company presentation) M&A in a highly fragmented space Fathom has continued to make acquisitions in recent years as the management looks to expand the company’s capabilities and services across sheet metal fabrication, injection molding, and CNC machining. The firm also regularly expands its portfolio of 3D printing capabilities. M&A pipeline has 50+ targeted opportunities with the potential to expand across thousands of companies. I believe it’s likely that the firm will continue to actively pursue M&A, adding new tech but also driving scale and incremental leverage, recognizing synergies post-close of acquisitions, rationalizing locations, and consolidating locations to drive scale benefits. Firm plans also include adding new services and cross-selling existing services to newly acquired client bases. FATH's pipeline breakdown (company presentation) Financial Outlook Revenue Outlook Fathom’s revenue segments are split by technology: Additive, Injection molding, CNC Machining, Precision Sheetmetal, and Other, which includes finishing work and other services. Revenues are typically recognized when performance obligation has been satisfied. I am looking for ~8% growth in FY22, and ~7.4% in FY23 (in line with the historical growth rate), with relative strength in Additive followed by CNC, Injection molding, Sheetmetal, and other. I believe longer term that the firm can grow high single digits top-line on scale as it expands market share in a fragmented market and expands services across segments and verticals. FATH's forecasted revenue estimates (my estimates) Margins and Earnings Outlook COGs consist of depreciation, raw materials costs, employee costs, and overhead. Near term rising costs of materials weighing on margins coupled with product mix. I think it’s likely that FATHOM will continue to actively pursue M&A, adding new tech but also driving scale and incremental leverage, recognizing synergies post close of acquisitions, rationalizing locations and consolidating locations to drive scale benefits. Firm plans also include adding new services and cross selling existing services to new acquired client bases.
Analiz Makalesi • Oct 22

A Look At The Intrinsic Value Of Fathom Digital Manufacturing Corporation (NYSE:FATH)

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Fathom Digital...
Seeking Alpha • Aug 15

Fathom Digital reports Q2 results

Fathom Digital press release (NYSE:FATH): Q2 Adjusted EBITDA increased to $8.7M, representing an Adjusted EBITDA margin of 20.6% Revenue of $42M (+17.1% Y/Y) misses by $1.46M. Total orders were flat at $39.7M. For FY2022, the company currently expects year-over-year revenue growth of approximately 8% to 12% for a range between $165M and $171M vs. consensus of $184.22M. Adjusted EBITDA to range between $32M and $36M, representing year-over-year growth of approximately (7%) to 5% and an implied Adjusted EBITDA margin of 19.4% to 21.1%.

Bu bölümde, yatırımcıların şirketin kâr elde etme kabiliyetini anlamalarına yardımcı olmak için genellikle profesyonel analistlerin fikir birliği tahminlerine dayanan gelir ve kazanç büyüme tahminlerini sunuyoruz. Ancak Fathom Digital Manufacturing yeterli geçmiş veri sağlamadığından ve analist tahmini olmadığından, gelecekteki kazançları geçmiş verileri ekstrapole ederek veya analist tahminlerini kullanarak güvenilir bir şekilde hesaplanamaz.

SimplyWall St tarafından kapsanan şirketlerin %97'si geçmiş finansal verilere sahip olduğu için bu oldukça nadir bir durumdur.

Kazanç ve Gelir Büyüme Tahminleri

NYSE:FATH - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/2024131-26N/AN/A2
3/31/20241257-5-2N/A
12/31/202313116-7-2N/A
9/30/2023139-70-8-1N/A
6/30/2023148-549-91N/A
3/31/2023156-511-93N/A
12/31/2022161-490-103N/A
9/30/2022167-395-113N/A
6/30/202216882-211N/A
3/31/202216236-47N/A
12/31/20211529-18N/A
9/30/2021127-29-71N/A
6/30/2021103-26-31N/A
3/31/202180-1503N/A
12/31/202061-1402N/A
12/31/201921-7-1-1N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: FATH 'un tahmini kazanç büyümesinin tasarruf oranının ( 2.4% ) üzerinde olup olmadığını belirlemek için yeterli veri yok.

Kazançlar ve Piyasa: FATH 'un kazançlarının US pazarından daha hızlı büyümesinin öngörülüp öngörülmediğini belirlemek için yeterli veri yok

Yüksek Büyüme Kazançları: FATH şirketinin kazançlarının önümüzdeki 3 yıl içerisinde önemli ölçüde artıp artmayacağını belirlemek için yeterli veri bulunmuyor.

Gelir ve Pazar: FATH şirketinin gelirinin US pazarından daha hızlı büyüyeceğinin tahmin edilip edilmediğini belirlemek için yeterli veri yok.

Yüksek Büyüme Geliri: FATH şirketinin gelirinin yıllık 20% oranından daha hızlı artacağının tahmin edilip edilmediğini belirlemek için yeterli veri yok.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: FATH 'un Özsermaye Getirisi'nin 3 yıl içinde yüksek olmasının öngörülüp öngörülmediğini belirlemek için yeterli veri yok

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2024/05/22 09:33
Gün Sonu Hisse Fiyatı2024/05/21 00:00
Kazançlar2024/03/31
Yıllık Kazançlar2023/12/31

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 kullanacağınıza dair 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

Fathom Digital Manufacturing Corporation 6 Bu analistlerden 2, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Wamsi MohanBofA Global Research
Gregory PalmCraig-Hallum Capital Group LLC
Paul ChungJ.P. Morgan