Concentrix Corporation

NasdaqGS:CNXC Stok Raporu

Piyasa değeri: US$1.5b

Concentrix Yönetim

Yönetim kriter kontrolleri 2/4

Concentrix CEO'su Chris Caldwell, Jun2012 tarihinde atandı, in görev süresi 13.92 yıldır. in toplam yıllık tazminatı $ 13.35M olup, şirket hissesi ve opsiyonları dahil olmak üzere 6.4% maaş ve 93.6% ikramiyelerden oluşmaktadır. şirketin hisselerinin 0.33% ine doğrudan sahiptir ve bu hisseler $ 4.94M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 6 yıl ve 5.4 yıldır.

Anahtar bilgiler

Chris Caldwell

İcra Kurulu Başkanı

US$13.3m

Toplam tazminat

CEO maaş yüzdesi6.39%
CEO görev süresi13.9yrs
CEO sahipliği0.3%
Yönetim ortalama görev süresi6yrs
Yönetim Kurulu ortalama görev süresi5.4yrs

Son yönetim güncellemeleri

Recent updates

Analiz Güncellemesi Apr 25

CNXC: Margin Resilience And Buybacks Will Support Future Upside Potential

Analysts have trimmed their Concentrix price targets by $12 to $25, citing more conservative assumptions around future P/E multiples, while keeping fair value, discount rate, and margin expectations broadly unchanged. Analyst Commentary Bullish Takeaways Bullish analysts appear to see the P/E reset as a way to align expectations more closely with current sentiment, which can reduce the risk of overpaying for near term execution.
Analiz Güncellemesi Apr 10

CNXC: Higher Margin Outlook And Buybacks Will Support Future Upside Potential

Narrative Update The updated analyst price target for Concentrix moves from approximately $48.60 to about $41.25. This reflects recent cuts from several firms as analysts point to more measured revenue growth assumptions, offset by slightly higher projected profit margins and a lower future P/E multiple.
Analiz Güncellemesi Mar 27

CNXC: Higher Margin Outlook And Buybacks Will Support Future Undervalued Entry

The analyst price target for Concentrix has shifted from $62.20 to $48.60. Analysts attribute this change to updated assumptions around slower revenue growth, a higher profit margin profile, and a lower future P/E multiple following recent target cuts from Barrington, Baird, and Canaccord.
Seeking Alpha Mar 25

Why I'm Not Buying Concentrix Even At Less Than 3x Earnings

Summary Concentrix trades at extremely low valuation multiples, but its deep value is tempered by significant debt concerns. Concentrix continues to post organic revenue growth, though guidance for FY'26 was modestly below consensus on both the top and bottom lines. GAAP profitability and cash flow are materially lower than non-GAAP figures. Debt service further constrains shareholder returns. Despite the apparent value, I assign a hold rating to CNXC due to looming debt maturities and potentially existential AI disruption risk. Read the full article on Seeking Alpha
Analiz Güncellemesi Mar 12

CNXC: AI Rollout And Buybacks Will Support Future Undervalued Entry

Analysts have trimmed their price target on Concentrix by $4, reflecting updated views captured in recent research while keeping key fair value and growth assumptions essentially unchanged. Analyst Commentary Recent research around the $4 reduction in the price target highlights a mix of confidence in Concentrix’s core thesis and a more cautious stance on execution and risk.
Analiz Güncellemesi Feb 26

CNXC: Higher Discount Rate Assumptions Will Support Future Undervalued Entry

Analysts have trimmed their price target on Concentrix by $4, reflecting updated assumptions around discount rates and valuation multiples, while keeping fair value estimates for the business broadly unchanged. Analyst Commentary Analysts describe the $4 price target cut as a fine tuning of their models rather than a reset of their overall view on Concentrix, with fair value estimates broadly intact.
Analiz Makalesi Feb 16

Benign Growth For Concentrix Corporation (NASDAQ:CNXC) Underpins Stock's 30% Plummet

Concentrix Corporation ( NASDAQ:CNXC ) shareholders won't be pleased to see that the share price has had a very rough...
Analiz Güncellemesi Feb 12

CNXC: Updated Discount Rate Assumptions Will Support Future Undervalued Entry

Analysts have lowered their price target on Concentrix by $4, citing updated assumptions around discount rates and profitability, while keeping fair value estimates broadly stable. Analyst Commentary Analysts describe the recent US$4 reduction in the price target as a fine tuning of their view, reflecting updated discount rate assumptions and a more cautious stance on profitability, rather than a fundamental reset of Concentrix's underlying worth.
Analiz Güncellemesi Jan 29

CNXC: Updated Discount Rate And P/E Assumptions Will Support Future Undervalued Entry

Narrative Update on Concentrix Analysts have trimmed their price target on Concentrix by $4, citing updated assumptions around discount rates and future P/E expectations, while keeping their fair value estimate unchanged at $62.20. Analyst Commentary Recent research around Concentrix reflects a mixed tone, with the $4 trim to the price target tied mainly to updated discount rate inputs and revised P/E assumptions rather than a reset of the underlying fair value, which remains at $62.20.
Analiz Güncellemesi Jan 15

CNXC: Higher Discount Rate Reset Will Support Future Undervalued Entry Thesis

Analysts have trimmed their price target on Concentrix by about $2.63, citing updated assumptions on fair value, discount rate, revenue growth, profit margin and future P/E following recent research that included a $4 reduction highlighted at Baird. Analyst Commentary Analysts framing the new price target are trying to line up their fair value work with updated assumptions on discount rates, revenue growth, margins and the future P/E they think the market is willing to pay for Concentrix.
Analiz Makalesi Nov 08

Concentrix Corporation (NASDAQ:CNXC) Not Doing Enough For Some Investors As Its Shares Slump 28%

The Concentrix Corporation ( NASDAQ:CNXC ) share price has fared very poorly over the last month, falling by a...
Analiz Makalesi Sep 29

Concentrix's (NASDAQ:CNXC) Upcoming Dividend Will Be Larger Than Last Year's

The board of Concentrix Corporation ( NASDAQ:CNXC ) has announced that it will be paying its dividend of $0.36 on the...
Analiz Güncellemesi Sep 27

AI Integration And Webhelp Synergies Will Transform Business

Concentrix's consensus price target was modestly reduced to $64.83 as analysts factor in compressed valuation multiples from AI-related investor uncertainty and secular headwinds—rather than fundamental weakness—while maintaining confidence in growth reacceleration and strong business fundamentals. Analyst Commentary Compressed valuation multiples attributed to investor uncertainty over the impact of artificial intelligence on labor-intensive business models and broader secular headwinds, not due to fundamental company weakness.
Analiz Makalesi Apr 03

Concentrix Corporation's (NASDAQ:CNXC) Shares Leap 26% Yet They're Still Not Telling The Full Story

The Concentrix Corporation ( NASDAQ:CNXC ) share price has done very well over the last month, posting an excellent...
Analiz Makalesi Jan 29

The Market Lifts Concentrix Corporation (NASDAQ:CNXC) Shares 25% But It Can Do More

Concentrix Corporation ( NASDAQ:CNXC ) shareholders have had their patience rewarded with a 25% share price jump in the...
Seeking Alpha Jan 17

Concentrix: Better Than Expected Results, GenAI, And Cheap

Summary Concentrix Corporation delivered better-than-expected EPS and revenue, driven by significant investments in its GenAI product suite and a booming AI customer experience market. The AI in customer experience market is projected to grow at a 22% CAGR, potentially boosting CNXC's future revenue and free cash flow growth. Despite risks from high debt levels and potential global tariffs, CNXC's substantial headcount growth and consistent net income make it appear undervalued. My financial model suggests CNXC is significantly undervalued, with an equity valuation of $6.5 billion and a target price of $102 per share. Read the full article on Seeking Alpha
Seeking Alpha Dec 21

AI: Will Freshworks Leave Room For Concentrix?

Summary A.I. is revolutionising Customer Relationship Management (CRM), with Salesforce leading the market, leveraging Big Data to enhance customer interactions and sales conversions. Generative A.I. significantly boosts Customer Experience (CX) performance, with early adopters seeing a 25% increase in CX satisfaction, and the global CX market projected to grow to $33bn by 2030. Concentrix, with a $2.86bn market cap, offers comprehensive CX services including call centres. Freshworks is a SAAS only CX provider. Both companies have seen 70% plus share price declines, but one is still priced for growth, the other for business declines. Is this justified? Read the full article on Seeking Alpha
Seeking Alpha Nov 01

Concentrix: Significant Business Growth Driven By AI, And Cheap Valuation

Summary Concentrix's diversified client base, strong cash flow, and expanding AI-driven services make it a compelling buy at the current stock price. The company’s global presence and technological innovations in data analytics and AI are expected to drive future revenue and profitability growth. Concentrix's efficient debt management and significant undervaluation compared to peers suggest substantial upside potential. Despite potential risks from technological failures and client concentration, the company looks like a buy. Read the full article on Seeking Alpha
Analiz Makalesi Oct 22

Positive Sentiment Still Eludes Concentrix Corporation (NASDAQ:CNXC) Following 26% Share Price Slump

The Concentrix Corporation ( NASDAQ:CNXC ) share price has fared very poorly over the last month, falling by a...
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Yeni Analiz Sep 26

Generative AI And Decisive Shifts Poise Company For Future Profitability Surge

Concentrix's investment in generative AI and focus on transformational deals are poised to enhance productivity, future revenue, and margins through differentiated services.
Seeking Alpha Sep 19

Concentrix: Hardly Growing Post-Merger (Rating Downgrade)

Summary Concentrix's Q3 report is due next week; past performance shows no growth and decreased efficiency, leading to a 30% stock decline. Revenue growth mainly from WebHelp merger; organic growth flat, with margins impacted by increased R&D spending, affecting ROA and ROE negatively. The company’s financial health is concerning with high debt and low interest coverage ratio, necessitating a conservative valuation approach. Downgrading to a hold rating; awaiting proof of improved growth and profitability from AI and merger before recommending a buy again. Read the full article on Seeking Alpha
Analiz Makalesi Aug 21

Concentrix Corporation (NASDAQ:CNXC) Might Not Be As Mispriced As It Looks

With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...
Seeking Alpha Jun 04

Concentrix: Worth A Look

Summary Concentrix Corporation's stock has declined by 40% since becoming an independent public entity. The merger with Webhelp will boost Concentrix's competitive profile and increase its exposure to the EMEA region. Despite its strong forward earnings growth profile (triple-digit growth in FY24, followed by double-digit growth through FY26), CNXC can be picked up at a forward P/E of less than 5x. Despite an adverse Q1, mainly due to one-off and seasonal issues, FCF generation will pick up meaningfully over the next 3 quarters and help the company deleverage to 2.5x net leverage. The charts are showing signs of bottoming out, and could receive additional support from an expected ramp-up in the buyback run rate. Read the full article on Seeking Alpha

CEO Tazminat Analizi

Chris Caldwell'un ücretlendirmesi Concentrix'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Feb 28 2026n/an/a

-US$1b

Nov 30 2025US$13mUS$853k

-US$1b

Aug 31 2025n/an/a

US$302m

May 31 2025n/an/a

US$234m

Feb 28 2025n/an/a

US$258m

Nov 30 2024US$12mUS$827k

US$242m

Aug 31 2024n/an/a

US$198m

May 31 2024n/an/a

US$258m

Feb 29 2024n/an/a

US$272m

Nov 30 2023US$10mUS$800k

US$308m

Aug 31 2023n/an/a

US$343m

May 31 2023n/an/a

US$372m

Feb 28 2023n/an/a

US$406m

Nov 30 2022US$9mUS$797k

US$428m

Aug 31 2022n/an/a

US$448m

May 31 2022n/an/a

US$451m

Feb 28 2022n/an/a

US$421m

Nov 30 2021US$15mUS$775k

US$400m

Aug 31 2021n/an/a

US$342m

May 31 2021n/an/a

US$279m

Feb 28 2021n/an/a

US$200m

Nov 30 2020US$2mUS$575k

US$165m

Aug 31 2020n/an/a

US$132m

May 31 2020n/an/a

US$117m

Feb 29 2020n/an/a

US$136m

Nov 30 2019US$7mUS$608k

US$117m

Tazminat ve Piyasa: Chris 'nin toplam tazminatı ($USD 13.35M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 5.47M ).

Tazminat ve Kazançlar: Chris şirketinin tazminatı, şirket kârsız olduğu sürece artırıldı.


CEO

Chris Caldwell (52 yo)

13.9yrs
Görev süresi
US$13,347,449
Tazminat

Mr. Christopher A. Caldwell, also known as Chris, serves as the President & Chief Executive Officer of Concentrix Corporation since December 01, 2020 and also serves as its Director since December 2020. He...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Christopher Caldwell
President13.9yrsUS$13.35m0.33%
$ 4.9m
Andre Valentine
Executive VP & CFO7.6yrsUS$4.17m0.079%
$ 1.2m
Jane Fogarty
Executive Vice President of Legal4.7yrsUS$2.23m0.015%
$ 221.9k
Craig Gibson
Executive Vice President of Global Sales & Account Management2.3yrsUS$2.91m0.049%
$ 727.4k
Cormac Twomey
Executive Vice President of Customer Success7.3yrsUS$4.04m0.024%
$ 361.7k
Winnie Sun
Senior Vice President of Operations & Deliveryno dataVeri yokVeri yok
Sara Buda
Vice President of Investor Relationsno dataVeri yokVeri yok
Elise Brassell
Vice President of Corporate Communicationsno dataVeri yokVeri yok
Jason Marasigan
Senior Vice President of Corporate Developmentno dataVeri yokVeri yok
Diane Hanson
Senior Vice President of People Solutions4.3yrsVeri yokVeri yok
Guy Brosseau
Executive Vice President of Information Systems & Securityno dataVeri yokVeri yok
Philip Cassidy
Executive Vice President of Strategic Projects & Corporate Strategyno dataVeri yokVeri yok
6.0yrs
Ortalama Görev Süresi
55yo
Ortalama Yaş

Deneyimli Yönetim: CNXC 'un yönetim ekibi deneyimli ve deneyimlidir ( 6 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Christopher Caldwell
President5.4yrsUS$13.35m0.33%
$ 4.9m
Chih-Kai Cheng
Independent Directorless than a yearVeri yokVeri yok
Dennis Polk
Independent Director5.4yrsUS$264.88k0.035%
$ 515.1k
Ann Vezina
Independent Director5.4yrsUS$297.38k0.020%
$ 289.9k
Kathryn Hayley
Independent Director5.4yrsUS$299.88k0.021%
$ 316.5k
Kathryn Marinello
Independent Chairwoman of the Board5.4yrsUS$414.88k0.016%
$ 242.8k
Laverne Council
Independent Director5.4yrsUS$292.38k0.016%
$ 242.8k
Jennifer Deason
Independent Director5.4yrsUS$289.88k0.016%
$ 242.8k
Bilge Ogut
Non-Independent Directorless than a yearVeri yokVeri yok
5.4yrs
Ortalama Görev Süresi
62yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: CNXC 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.4 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/11 19:14
Gün Sonu Hisse Fiyatı2026/05/08 00:00
Kazançlar2026/02/28
Yıllık Kazançlar2025/11/30

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

Concentrix Corporation 5 Bu analistlerden 3, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
David KoningBaird
Vincent ColicchioBarrington Research Associates, Inc.
Ruplu BhattacharyaBofA Global Research