Vivint Smart Home, Inc.

NYSE:VVNT Stok Raporu

Piyasa değeri: US$2.6b

This company has been acquired

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

Vivint Smart Home Gelecekteki Büyüme

Future kriter kontrolleri 0/6

Anahtar bilgiler

-39.4%

Kazanç büyüme oranı

-39.24%

EPS büyüme oranı

Consumer Services kazanç büyümesi13.0%
Gelir büyüme oranı6.6%
Gelecekteki özkaynak getirisin/a
Analist kapsamı

Low

Son güncelleme19 Jan 2023

Gelecekteki son büyüme güncellemeleri

Recent updates

Seeking Alpha • Nov 08

Vivint Smart Home reports Q3 results

Vivint Smart Home press release (NYSE:VVNT): Q3 Revenue of $439.4M (+13.6% Y/Y) beats by $37.02M. Net loss improved by $51.7 million to a loss of $41.0 million.
Analiz Makalesi • Sep 16

A Look At The Intrinsic Value Of Vivint Smart Home, Inc. (NYSE:VVNT)

Today we will run through one way of estimating the intrinsic value of Vivint Smart Home, Inc. ( NYSE:VVNT ) by taking...
Seeking Alpha • Sep 14

Vivint Smart Home: CPI Print Brings Caution

Summary Vivint Smart Home's stock price has doubled from the July lows. Q2 results, like Q1, demonstrated significant improvement in financial performance Y/Y. VVNT's KPI performance should give investors reasons to be optimistic. The company's cash position has been bolstered by the sale of its Canadian business. The large debt pile means any slight move in rates affects FCF considerably. Vivint Smart Home's (NYSE:VVNT) stock price has bounced back over the last few months after the company reported robust double digit growth on top and bottom lines in Q2. VVNT's stock price is now at the same point it was in late January, buckling the trend of underperformance seen in the broader markets, particularly in the growth stock arena. This has been for good reason too, VVNT's underlying business has proven its resilience against a difficult consumer backdrop and grew at a fast clip even when lapping tough Y/Y comps. Debt still weighs heavy though, and investors need to monitor the impact of rate hike increases on interest expense closely. Financial performance YTD Over the last two quarters, the firm has reported back-to-back operating profits, marking a significant improvement in comparison to 2021 which saw four straight quarters of operating losses. This was driven by strong (15%) revenue growth in Q2. The adjusted EBITDA performance was even more impressive, which came in just shy of $190M in Q2, a $30M increase compared to the prior year. Since listing in early 2020, the Adjusted EBITDA margin of ~45% has held up nicely while the absolute figure expands due to top-line growth. Free Cash Flow was $50M in Q2. This combined with the sale of the Canadian business put VVNT on a cash balance at the end of June of $248M. The company noted that the $104M generated from the sale was significantly more than they expected to gain from the subscribers over the next ten years. This appears a shrewd move and it bolsters the cash balance in a time of economic uncertainty. It will also allow VVNT to reinvest for growth (particularly on the customer acquisition side). Strong performance on KPI's This financial performance has been underpinned by the company delivering on its Key Performance Indicators, namely subscriber growth: Q2 Presentation As can be seen above, total subscribers hit 1.86M at the end of last quarter. The green sections of the chart represent the impact of the Canadian division. VVNT's subscriber count is now growing faster without the Canadian business. Growth in 2022 was 4.7% with the Canadian business and 10.8% without. Canada was growing slower than the core business. This effect on growth is also seen in Total Monthly Recurring Revenue. Q2 presentation Growth ex-Canada was 14.8% compared to 12.4% with Canada. All things considered, the disposal of the Canadian segment does look attractive. Customers of VVNT are buying more products and services and are staying with the company for longer. The attrition rate (churn) over the three months to June was the lowest in the last 14 quarters at 10.9%. Future prospects: Looks Great... but the debt VVNT reaffirmed its FY guidance, adjusted in some aspects for the Canadian disposal. Both Revenue and Adjusted EBITDA have been reaffirmed even after the removal of the Canadian operations. Whilst subscriber count and free-cash flow have both been adjusted for it. Therefore, Adjusted EBITDA is expected to be $745M with revenue at $1.63B, inferring a margin of ~45.7%.
Analiz Makalesi • Aug 11

Is Now An Opportune Moment To Examine Vivint Smart Home, Inc. (NYSE:VVNT)?

Vivint Smart Home, Inc. ( NYSE:VVNT ), is not the largest company out there, but it received a lot of attention from a...
Seeking Alpha • Jul 26

Vivint Smart Home gain on report of sales process (update)

Update 11:05am: Updates shares, adds background. Vivint Smart Home (NYSE:VVNT) rose 2.3% on a report that the home security company is exploring strategic alternatives. Vivint Smart (VVNT) is said to be exploring alternatives including a possible take-private or sale of the company, according to a Dealreporter item from late Monday. Vivint Smart (VVNT) went public through a SPAC deal in late January 2020. The shares have plunged 62% since going public and have dropped 52% this year. In May Vivint Smart's CFO departed. VVNT short intertest is 7.7%.
Analiz Makalesi • Feb 15

At US$6.72, Is It Time To Put Vivint Smart Home, Inc. (NYSE:VVNT) On Your Watch List?

While Vivint Smart Home, Inc. ( NYSE:VVNT ) might not be the most widely known stock at the moment, it received a lot...
Analiz Makalesi • Jan 10

Estimating The Fair Value Of Vivint Smart Home, Inc. (NYSE:VVNT)

How far off is Vivint Smart Home, Inc. ( NYSE:VVNT ) from its intrinsic value? Using the most recent financial data...
Seeking Alpha • Jul 10

Vivint Smart Home: Great Product, Poor Execution

Smart homes are growing in popularity and Vivint stands to benefit from this trend, given its lineup of high-quality products. However, its poor distribution strategy leads to issues of low scalability and high capital intensity. High debt and the Buy-Now-Pay-Later mode are also risks that could hinder growth. Until we see a change in business strategy, investors should stay away from Vivint.
Analiz Makalesi • Apr 07

Is There An Opportunity With Vivint Smart Home, Inc.'s (NYSE:VVNT) 34% Undervaluation?

Does the April share price for Vivint Smart Home, Inc. ( NYSE:VVNT ) reflect what it's really worth? Today, we will...
Analiz Makalesi • Feb 27

Analysts Have Made A Financial Statement On Vivint Smart Home, Inc.'s (NYSE:VVNT) Yearly Report

Last week, you might have seen that Vivint Smart Home, Inc. ( NYSE:VVNT ) released its annual result to the market. The...
Analiz Makalesi • Jan 20

Shareholders Are Thrilled That The Vivint Smart Home (NYSE:VVNT) Share Price Increased 103%

The Vivint Smart Home, Inc. ( NYSE:VVNT ) share price has had a bad week, falling 14%. But that doesn't change the fact...
Analiz Makalesi • Dec 08

Have Insiders Been Buying Vivint Smart Home, Inc. (NYSE:VVNT) Shares This Year?

We've lost count of how many times insiders have accumulated shares in a company that goes on to improve markedly. On...

Kazanç ve Gelir Büyüme Tahminleri

NYSE:VVNT - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20241,931-11659873
12/31/20231,742-16243615
12/31/20221,682-522039N/A
9/30/20221,636-125-33-10N/A
6/30/20221,583-1773051N/A
3/31/20221,530-2444261N/A
12/31/20211,479-3066582N/A
9/30/20211,414-437116146N/A
6/30/20211,346-456181212N/A
3/31/20211,291-547214245N/A
12/31/20201,252-603197227N/A
9/30/20201,229-507110124N/A
6/30/20201,201-498-26-12N/A
3/31/20201,183-452-225-211N/A
12/31/20191,151-401-234-222N/A
9/30/20191,125-427-226-213N/A
6/30/20191,106-445-234-220N/A
3/31/20191,076-445-187-198N/A
12/31/20181,050-473-188-220N/A
12/31/2017882-410-331-309N/A
12/31/2016758-276-379-366N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: VVNT önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.

Kazançlar ve Piyasa: VVNT önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.

Yüksek Büyüme Kazançları: VVNT önümüzdeki 3 yıl boyunca kârsız kalmaya devam edeceği tahmin ediliyor.

Gelir ve Pazar: VVNT şirketinin gelirinin (yıllık 6.6% ) US pazarından (yıllık 11.8% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: VVNT şirketinin gelirinin (yıllık 6.6% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: VVNT '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 Analizi2023/03/11 19:57
Gün Sonu Hisse Fiyatı2023/03/09 00:00
Kazançlar2022/12/31
Yıllık Kazançlar2022/12/31

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

Vivint Smart Home, Inc. 7 Bu analistlerden 5, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Kunal MadhukarDeutsche Bank
Amit DaryananiEvercore ISI
Roderick HallGoldman Sachs