Cricut, Inc.

NasdaqGS:CRCT Stok Raporu

Piyasa değeri: US$902.6m

Cricut Yönetim

Yönetim kriter kontrolleri 3/4

Cricut CEO'su Ashish Arora, Feb2012 tarihinde atandı, in görev süresi 14.25 yıldır. in toplam yıllık tazminatı $ 13.44M olup, şirket hissesi ve opsiyonları dahil olmak üzere 3.9% maaş ve 96.1% ikramiyelerden oluşmaktadır. şirketin hisselerinin 14.2% ine doğrudan sahiptir ve bu hisseler $ 128.18M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 4.1 yıl ve 5.2 yıldır.

Anahtar bilgiler

Ashish Arora

İcra Kurulu Başkanı

US$13.4m

Toplam tazminat

CEO maaş yüzdesi3.94%
CEO görev süresi14.3yrs
CEO sahipliği14.2%
Yönetim ortalama görev süresi4.1yrs
Yönetim Kurulu ortalama görev süresi5.2yrs

Son yönetim güncellemeleri

Recent updates

Analiz Makalesi • Nov 13

We Think Cricut's (NASDAQ:CRCT) Solid Earnings Are Understated

The market seemed underwhelmed by the solid earnings posted by Cricut, Inc. ( NASDAQ:CRCT ) recently. Our analysis...
Seeking Alpha • Aug 20

Cricut: Growth In 2Q25 Is Not Driven By Organic Means

Summary CRCT's return to positive revenue growth is largely due to demand pull-forward, not a sustainable improvement in fundamentals. User engagement and new hardware sales remain weak, casting doubt on the company's ability to drive recurring, high-margin revenue. Management's guidance acknowledges temporary demand drivers and offers little confidence for a near-term turnaround in earnings or margins. I maintain a hold rating, as structural issues persist and sustainable growth remains unlikely until engagement and hardware adoption improve. Read the full article on Seeking Alpha
Analiz Makalesi • Aug 02

Investors Don't See Light At End Of Cricut, Inc.'s (NASDAQ:CRCT) Tunnel And Push Stock Down 36%

Cricut, Inc. ( NASDAQ:CRCT ) shares have had a horrible month, losing 36% after a relatively good period beforehand...
Analiz Makalesi • May 11

Cricut, Inc.'s (NASDAQ:CRCT) Shares Climb 25% But Its Business Is Yet to Catch Up

Cricut, Inc. ( NASDAQ:CRCT ) shares have had a really impressive month, gaining 25% after a shaky period beforehand...
Seeking Alpha • Mar 19

Cricut: Engagement Rates Remain Poor, But There Are Bright Spots

Summary I maintain a hold rating for Cricut Inc. due to unresolved concerns about declining user activity and weakening profitability despite some encouraging signs. Q4 2024 earnings showed revenue fell 9.5% y/y, with product revenue down ~15% and gross margin expanding by 290 bps, but EBIT margin contracted. Key engagement metrics worsened, with 90-day engaged users dropping 3.1% y/y and active users declining 0.7% y/y, impacting accessories & materials revenue. Positive signs include a 7% y/y increase in paid subscribers and new product launches, but overall engagement must improve for a bullish outlook. Read the full article on Seeking Alpha
Seeking Alpha • Feb 07

Cricut Is A 'Buy' After Emerging From The Hype Phase

Summary Cricut experienced a meteoric boom during the pandemic, but its "coming back to earth" has spooked investors. A close look at operational and financial metrics suggests significant potential value for investors, however. Specifically, its high-margin Platform business potentially promises a strong cash-flow generating capacity going forward. Read the full article on Seeking Alpha
Analiz Makalesi • Feb 06

Returns On Capital At Cricut (NASDAQ:CRCT) Paint A Concerning Picture

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Ideally, a...
Analiz Makalesi • Dec 17

There's Reason For Concern Over Cricut, Inc.'s (NASDAQ:CRCT) Massive 26% Price Jump

Cricut, Inc. ( NASDAQ:CRCT ) shareholders are no doubt pleased to see that the share price has bounced 26% in the last...
Analiz Makalesi • Nov 14

We Think Cricut's (NASDAQ:CRCT) Healthy Earnings Might Be Conservative

The market seemed underwhelmed by the solid earnings posted by Cricut, Inc. ( NASDAQ:CRCT ) recently. Along with the...
Seeking Alpha • Nov 08

Cricut Inc.: There Are Still Visible Operational Headwinds

Summary I maintain a sell rating for Cricut Inc. due to ongoing operational headwinds and a challenging consumer spending environment impacting near-term growth. 3Q24 earnings showed a 4% y/y revenue decline, gross margin compression, and a significant drop in EBITDA and net margins. Active users declined y/y for the first time, with management guiding further declines, indicating persistent demand challenges. Read the full article on Seeking Alpha
Analiz Makalesi • Oct 08

Some Confidence Is Lacking In Cricut, Inc.'s (NASDAQ:CRCT) P/E

With a price-to-earnings (or "P/E") ratio of 20.5x Cricut, Inc. ( NASDAQ:CRCT ) may be sending bearish signals at the...
Seeking Alpha • Sep 11

Cricut: Near-Term Outlook Continues To See Pressure From Poor Macro Backdrop

Summary I maintain a sell rating for Cricut stock due to weak near-term demand and poor macroeconomic conditions impacting discretionary spending. Despite some growth initiatives, CRCT's overall trajectory remains negative, with declining user engagement and poor sequential growth in key metrics. Management's promotional strategies may temporarily boost sales but are unsustainable, in my opinion, leading to potential revenue and margin pressures. Read the full article on Seeking Alpha
Analiz Makalesi • Aug 09

Is Cricut, Inc. (NASDAQ:CRCT) Trading At A 45% Discount?

Key Insights Cricut's estimated fair value is US$11.80 based on 2 Stage Free Cash Flow to Equity Cricut is estimated to...
Seeking Alpha • Aug 07

Cricut: I Still Have Doubts, But The Turnaround Is Beginning To Visualize

Summary Cricut stock has declined 67% since IPO due to revenue and margin decreases, but now trading at low P/FCF ratio. The company experienced growth during the pandemic due to the popularity of cutting machines for crafts, but it seems to have been a fad. The first two quarters are encouraging as growth in cutting machines has returned. This, considering that the next two quarters are its peak of seasonality. The subscription segment has stable revenue and high margins, while the company has strong cash generation and the potential for a turnaround. Read the full article on Seeking Alpha
Analiz Makalesi • Jun 06

Here's What's Concerning About Cricut's (NASDAQ:CRCT) Returns On Capital

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Seeking Alpha • Jun 04

Cricut: Don't See Any Catalyst For Demand To Recover

Summary Sell rating for Cricut due to weak demand and negative business outlook. Declining revenue and user metrics indicate a slowdown in demand for CRCT's main product and platform services. Puzzling capital return program suggests management has no better alternatives for deploying cash and reviving growth. Read the full article on Seeking Alpha
Seeking Alpha • Mar 22

Cricut: Expect Poor FY2024 Performance To Drag Down Valuation

Summary Cricut is recommended as a sell due to poor performance and the expected valuation rerating. Recent results show a decline in revenue and user engagement, indicating weak consumer spending. The lack of capital return to shareholders and focus on reinvestment further support the sell rating. Read the full article on Seeking Alpha
Analiz Makalesi • Feb 14

Cricut (NASDAQ:CRCT) May Have Issues Allocating Its Capital

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Analiz Makalesi • Dec 30

Cricut, Inc.'s (NASDAQ:CRCT) Shareholders Might Be Looking For Exit

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 16x, you may...
Analiz Makalesi • Sep 16

Cricut (NASDAQ:CRCT) May Have Issues Allocating Its Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...

CEO Tazminat Analizi

Ashish Arora'un ücretlendirmesi Cricut'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2026n/an/a

US$73m

Dec 31 2025US$13mUS$530k

US$77m

Sep 30 2025n/an/a

US$81m

Jun 30 2025n/an/a

US$72m

Mar 31 2025n/an/a

US$67m

Dec 31 2024US$22mUS$510k

US$63m

Sep 30 2024n/an/a

US$62m

Jun 30 2024n/an/a

US$68m

Mar 31 2024n/an/a

US$64m

Dec 31 2023US$18mUS$490k

US$54m

Sep 30 2023n/an/a

US$53m

Jun 30 2023n/an/a

US$48m

Mar 31 2023n/an/a

US$46m

Dec 31 2022US$50mUS$474k

US$61m

Sep 30 2022n/an/a

US$62m

Jun 30 2022n/an/a

US$79m

Mar 31 2022n/an/a

US$115m

Dec 31 2021US$39mUS$464k

US$140m

Sep 30 2021n/an/a

US$190m

Jun 30 2021n/an/a

US$205m

Mar 31 2021n/an/a

US$191m

Dec 31 2020US$7mUS$453k

US$155m

Sep 30 2020n/an/a

US$101m

Dec 31 2019US$3mUS$447k

US$39m

Tazminat ve Piyasa: Ashish 'nin toplam tazminatı ($USD 13.44M ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın üzerindedir ($USD 3.72M ).

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

CEO

Ashish Arora (57 yo)

14.3yrs
Görev süresi
US$13,441,923
Tazminat

Mr. Ashish Arora has been the Chief Executive Officer and President of Cricut, Inc. since February 7, 2012 and also serves as its Director since March 2021. Mr. Arora has experience in the consumer technol...

Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Ashish Arora
CEO, President & Director14.3yrsUS$13.44m14.2%
$ 128.2m
Kimball Shill
Chief Financial Officer4.1yrsUS$3.67m0.35%
$ 3.1m
Matt Tuttle
Senior VP1.1yrsUS$1.74m0.085%
$ 764.2k
Richard Murphy
Vice President of Operationsno dataVeri yokVeri yok
Ryan Harmer
Senior VP of Accounting & Corporate Controllerno dataVeri yok0.057%
$ 517.9k
Glenn Rogers
Executive Vice President of International Sales & Marketingno dataVeri yokVeri yok
Frank Iarusci
Executive Vice President of Sales & Channel Marketing4.6yrsVeri yokVeri yok
Ariel Fischer
Executive Vice President of DTCno dataVeri yokVeri yok
Vivek Jayaraman
Executive Vice President of Platform Developmentno dataVeri yokVeri yok
David Henry
Executive Vice President of Product & Member Careno dataVeri yokVeri yok
Josh Mecham
Senior Vice President of DTCno dataVeri yokVeri yok
Jennia Parkin
Senior Vice President of Creative & Marketing1yrVeri yokVeri yok
4.1yrs
Ortalama Görev Süresi
59yo
Ortalama Yaş

Deneyimli Yönetim: CRCT 'un yönetim ekibi deneyimli olarak değerlendirilmektedir (ortalama görev süresi 4.1 yıldır).

Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Ashish Arora
CEO, President & Director5.2yrsUS$13.44m14.2%
$ 128.2m
Russell Freeman
Director5.2yrsVeri yok0.55%
$ 5.0m
Steven Blasnik
Director5.2yrsVeri yok1.4%
$ 12.6m
Melissa Reiff
Independent Director5.2yrsUS$175.97k0.041%
$ 372.9k
Billie Williamson
Independent Director5.2yrsUS$200.12k0.053%
$ 477.5k
Jason Makler
Chairman of the Board5.2yrsVeri yok1.12%
$ 10.1m
Heidi Zak Spector
Independent Director1.7yrsUS$252.15kVeri yok
5.2yrs
Ortalama Görev Süresi
61yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: CRCT 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 5.2 yıldır).

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/11 15:30
Gün Sonu Hisse Fiyatı2026/05/08 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

Cricut, Inc. 5 Bu analistlerden 2, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Adrienne Yih-TennantBarclays
Asiya MerchantCitigroup Inc
Eric SheridanGoldman Sachs