Redfin Corporation

NasdaqGS:RDFN Stok Raporu

Piyasa değeri: US$1.4b

This company has been acquired

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

Redfin Yönetim

Yönetim kriter kontrolleri 4/4

Redfin CEO'su Glenn Kelman, Sep2005 tarihinde atandı, in görev süresi 19.83 yıldır. in toplam yıllık tazminatı $ 300.00K olup, şirket hissesi ve opsiyonları dahil olmak üzere 100% maaş ve 0% ikramiyelerden oluşmaktadır. şirketin hisselerinin 1.14% ine doğrudan sahiptir ve bu hisseler $ 16.32M değerindedir. Yönetim ekibinin ve yönetim kurulunun ortalama görev süresi sırasıyla 6.3 yıl ve 8.8 yıldır.

Anahtar bilgiler

Glenn Kelman

İcra Kurulu Başkanı

US$300.0k

Toplam tazminat

CEO maaş yüzdesi100.00%
CEO görev süresi19.8yrs
CEO sahipliği1.1%
Yönetim ortalama görev süresi6.3yrs
Yönetim Kurulu ortalama görev süresi8.8yrs

Son yönetim güncellemeleri

Recent updates

Seeking Alpha May 27

Redfin Remains Dead Money

Summary Redfin's persistent negative correlation between revenue growth and net income remains deeply concerning; higher sales consistently lead to larger losses. The company's capital structure has deteriorated, with liabilities ballooning 292% over five years and cash reserves insufficient to cover current liabilities. Despite a steep share price decline, the stock is still not cheap, trading at 1.18x sales, which is unjustified given ongoing losses and weak fundamentals. Until Redfin demonstrates a path to sustainable profitability, I believe the stock remains dead money and should be avoided, regardless of acquisition speculation. Read the full article on Seeking Alpha
User avatar
Yeni Anlatı Mar 25

Sales Force Expansion And Zillow Partnership Will Open Future Markets

Redfin's expansion and partnerships boost agent numbers, enhance revenue, and strengthen its market position through increased advertising and profitability.
Analiz Makalesi Feb 05

Investors Holding Back On Redfin Corporation (NASDAQ:RDFN)

Redfin Corporation's ( NASDAQ:RDFN ) price-to-sales (or "P/S") ratio of 1x might make it look like a buy right now...
Seeking Alpha Jan 23

Redfin: Struggles Likely To Continue

Summary Redfin's stock underperformed in 2024, in part due to the company continuing to lose market share. Redfin's financials are weak, with rising expenses, increased debt, and continued net losses, making profitability unlikely in the near term. Management's plans to increase marketing spend in 2025, I believe this strategy is speculative and risky given the current housing market conditions. Read the full article on Seeking Alpha
Seeking Alpha Nov 27

Redfin: Unique Selling Points Are Diminishing And Market Share Is Eroding

Summary Redfin's unique selling points have vanished, including eliminating buyer rebates and converting agents back to a commission model, causing a decline in market share and revenue. Redfin's Q3 results showed much weaker brokerage results than rival Compass, and the company continues to shed market share. Redfin's growth in rentals and mortgage products lags behind competitors like Zillow, with significantly lower revenue and growth rates in these segments. Also concerning is the fact that Redfin is seeing declining web traffic, while Zillow has returned to growth. Read the full article on Seeking Alpha
Analiz Makalesi Nov 09

Analysts Have Made A Financial Statement On Redfin Corporation's (NASDAQ:RDFN) Third-Quarter Report

Redfin Corporation ( NASDAQ:RDFN ) shareholders are probably feeling a little disappointed, since its shares fell 6.4...
Seeking Alpha Nov 09

Redfin Corporation Is (Still) Troubled

Summary Redfin remains a troubled investment, with a 26.3% stock decline since my last review and no profits in its 10-year history. Despite revenue and gross profit increases, net income worsened by 20%, and the capital structure deteriorated with increased share count and reduced cash. The market's optimistic valuation of $1.12 per $1 of sales is excessive, especially given Redfin's lack of earnings and high growth expectations. Better investment alternatives, like low-risk Treasury Notes with 4.3% returns, make Redfin an unattractive choice until it turns a profit. Read the full article on Seeking Alpha
Analiz Makalesi Oct 18

Redfin Corporation (NASDAQ:RDFN) Stock's 26% Dive Might Signal An Opportunity But It Requires Some Scrutiny

Redfin Corporation ( NASDAQ:RDFN ) shares have retraced a considerable 26% in the last month, reversing a fair amount...
Seeking Alpha Sep 24

Redfin: Rising On Rate Cuts

Summary Redfin is well-positioned to benefit from a rebound in home sales, even if this process takes longer than expected. Redfin Next is also likely to support growth going forward, the ultimate impact of this on the economics of Redfin's business remains to be seen though. Redfin's business is losing some differentiation though, which could result in competition concerns later on. While Redfin's share price has been up significantly in recent months, the company's valuation still appears reasonable given near-term tailwinds. Read the full article on Seeking Alpha
Analiz Makalesi Sep 01

Redfin Corporation (NASDAQ:RDFN) Surges 26% Yet Its Low P/S Is No Reason For Excitement

Redfin Corporation ( NASDAQ:RDFN ) shares have continued their recent momentum with a 26% gain in the last month alone...
Seeking Alpha Aug 07

Redfin: Trapped In Bad Conditions

Summary Shares of Redfin continued to decline after posting disappointing Q2 results. The company expects its real estate division to see revenue shrink in the single digits in Q3. New rules for the U.S. real estate industry will take effect in August, which are likely to reduce overall commissions as well as buy-side work for Redfin. Read the full article on Seeking Alpha
Analiz Makalesi Jul 16

Even With A 35% Surge, Cautious Investors Are Not Rewarding Redfin Corporation's (NASDAQ:RDFN) Performance Completely

Despite an already strong run, Redfin Corporation ( NASDAQ:RDFN ) shares have been powering on, with a gain of 35% in...
Seeking Alpha May 13

Redfin: It's Not Game Over Yet, But The Outlook Is Cloudy (Rating Upgrade)

Summary Redfin's stock is down nearly 30% this year, while rival Compass has gained 10%. Redfin's new initiative, Redfin Next, is a cost-saving measure in a struggling real estate industry, but is unlikely to put the company back into a leadership position in real estate. Redfin's Q1 results showed a return to revenue growth and an improvement in market share, but it still lags behind Compass. Read the full article on Seeking Alpha
Analiz Makalesi Mar 26

Does Redfin (NASDAQ:RDFN) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Mar 03

Redfin: No End In Sight To Market Share Losses

Summary Redfin's shares have declined by nearly 30% this year already, even as the broader stock market has rallied. Redfin's market share has dipped to less than 1%, while Compass is gaining market share at more than 5x its scale. Redfin has limited liquidity with only about $200 million of cash remaining on its books. Read the full article on Seeking Alpha
Analiz Makalesi Feb 29

US$7.27: That's What Analysts Think Redfin Corporation (NASDAQ:RDFN) Is Worth After Its Latest Results

It's been a good week for Redfin Corporation ( NASDAQ:RDFN ) shareholders, because the company has just released its...
Seeking Alpha Feb 23

Redfin: In Need Of A Housing Correction

Summary Redfin's revenue has been severely impacted by a lack of home sales, but the company is improving its profitability. Given RDFN's current market capitalization, the stock could perform well longer-term, particularly if Redfin's expansion into more attractive segments continues to progress. The weak housing market and Redfin's balance sheet make the next few years crucial, though. A soft landing or a deep recession with widespread job losses could both be devastating. Read the full article on Seeking Alpha
Seeking Alpha Jan 15

Redfin Corporation: Not Out Of The Woods Yet

Summary The stock of Redfin Corporation has experienced an 80% rise since its lows in October as mortgage rates have fallen significantly from their recent highs. Redfin has streamlined its expense base and improved margins. That said, the company still has losses ahead of it and some significant debt on its balance sheet. Which way will the shares head in 2024? An analysis follows in the paragraphs below. Read the full article on Seeking Alpha
Analiz Makalesi Oct 10

Does Redfin (NASDAQ:RDFN) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analiz Makalesi Aug 09

Redfin Corporation (NASDAQ:RDFN) Shares Could Be 49% Below Their Intrinsic Value Estimate

Key Insights The projected fair value for Redfin is US$20.96 based on 2 Stage Free Cash Flow to Equity Current share...
Analiz Makalesi May 25

Is Redfin (NASDAQ:RDFN) Weighed On By Its Debt Load?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analiz Makalesi Apr 28

Calculating The Fair Value Of Redfin Corporation (NASDAQ:RDFN)

Key Insights Redfin's estimated fair value is US$8.41 based on 2 Stage Free Cash Flow to Equity With US$7.17 share...

CEO Tazminat Analizi

Glenn Kelman'un ücretlendirmesi Redfin'un kazancına kıyasla nasıl değişti?
TarihToplam TazminatMaaşŞirket Kazançları
Mar 31 2025n/an/a

-US$191m

Dec 31 2024US$300kUS$300k

-US$166m

Sep 30 2024n/an/a

-US$152m

Jun 30 2024n/an/a

-US$137m

Mar 31 2024n/an/a

-US$137m

Dec 31 2023US$300kUS$300k

-US$127m

Sep 30 2023n/an/a

-US$132m

Jun 30 2023n/an/a

-US$159m

Mar 31 2023n/an/a

-US$206m

Dec 31 2022US$300kUS$300k

-US$251m

Sep 30 2022n/an/a

-US$253m

Jun 30 2022n/an/a

-US$227m

Mar 31 2022n/an/a

-US$182m

Dec 31 2021US$299kUS$299k

-US$98m

Sep 30 2021n/an/a

-US$76m

Jun 30 2021n/an/a

-US$23m

Mar 31 2021n/an/a

-US$984k

Dec 31 2020US$64kUS$63k

-US$23m

Sep 30 2020n/an/a

-US$43m

Jun 30 2020n/an/a

-US$69m

Mar 31 2020n/an/a

-US$74m

Dec 31 2019US$1mUS$284k

-US$81m

Sep 30 2019n/an/a

-US$85m

Jun 30 2019n/an/a

-US$89m

Mar 31 2019n/an/a

-US$73m

Dec 31 2018US$250kUS$250k

-US$42m

Tazminat ve Piyasa: Glenn 'nin toplam tazminatı ($USD 300.00K ), US pazarındaki benzer büyüklükteki şirketler için ortalamanın altındadır ($USD 5.45M ).

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


CEO

Glenn Kelman (53 yo)

19.8yrs
Görev süresi
US$300,000
Tazminat

Mr. Glenn Kelman is Independent Director at Upwork Inc. since June 05, 2025. He has been the Chief Executive Officer and President of Redfin Corporation since September 2005. He is a Director of Ridwell, I...


Liderlik Ekibi

İsimPozisyonGörev süresiTazminatSahiplik
Glenn Kelman
President19.8yrsUS$300.00k1.14%
$ 16.3m
Christopher Nielsen
Chief Financial Officer12.1yrsUS$2.25m0.39%
$ 5.7m
Bridget Frey
Chief Technology Officer10.4yrsUS$2.12m0.38%
$ 5.4m
Anthony Kappus
Chief of Legal Affairs & Digital Revenue Officerno dataUS$1.85m0.030%
$ 429.7k
Christian Taubman
Chief Growth Officer5.8yrsUS$2.19m0.072%
$ 1.0m
Meg Nunnally
Head of Investor Relationsno dataVeri yokVeri yok
Anna Stevens
Chief Human Resources Officer2.9yrsUS$1.66m0.098%
$ 1.4m
Daryl Fairweather
Chief Economist6.8yrsVeri yokVeri yok
Keith Broxterman
Senior Vice-President of Real Estate Support4.8yrsVeri yokVeri yok
Jason Aleem
Chief of Real Estate Services1.3yrsVeri yok0.096%
$ 1.4m
Brett McGovern
Chief Executive Officer of Bay Equity Home Loansno dataVeri yokVeri yok
John Roy
President of Title Forward & Head of Title Forwardno dataVeri yokVeri yok
6.3yrs
Ortalama Görev Süresi
49.5yo
Ortalama Yaş

Deneyimli Yönetim: RDFN 'un yönetim ekibi deneyimli ve deneyimlidir ( 6.3 yıldır).


Yönetim Kurulu Üyeleri

İsimPozisyonGörev süresiTazminatSahiplik
Glenn Kelman
President19.3yrsUS$300.00k1.14%
$ 16.3m
David Lissy
Independent Chairman of the Board7.4yrsUS$257.88k0.055%
$ 781.5k
W. Ligon
Independent Director14.8yrsUS$242.88k0.51%
$ 7.3m
James Slavet
Independent Director15.7yrsUS$247.88k0.23%
$ 3.3m
Bradley Singer
Independent Director3.3yrsUS$242.88k0.072%
$ 1.0m
Selina Tobaccowala
Independent Director11.5yrsUS$235.38k0.12%
$ 1.7m
Kerry Chandler
Independent Director4.9yrsUS$235.38k0.046%
$ 664.6k
Julie Bornstein
Independent Director8.8yrsUS$237.88k0.054%
$ 768.1k
Robert Bass
Independent Director8.8yrsUS$262.88k0.052%
$ 751.4k
8.8yrs
Ortalama Görev Süresi
59yo
Ortalama Yaş

Deneyimli Yönetim Kurulu: RDFN 'nin yönetim kurulu üyeleri deneyimli olarak kabul edilir (ortalama görev süresi 8.8 yıldır).


Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2025/07/02 11:26
Gün Sonu Hisse Fiyatı2025/06/30 00:00
Kazançlar2025/03/31
Yıllık Kazançlar2024/12/31

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

Redfin Corporation 15 Bu analistlerden 12, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Justin AgesBerenberg
Ygal ArounianCitigroup Inc
Bradley BerningCraig-Hallum Capital Group LLC