EngageSmart, Inc.

NYSE:ESMT Stok Raporu

Piyasa değeri: US$3.9b

This company has been acquired

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

EngageSmart Temettüler ve Geri Alımlar

Temettü kriter kontrolleri 0/6

EngageSmart şirketinin temettü ödeme geçmişi bulunmamaktadır.

Anahtar bilgiler

n/a

Temettü verimi

-0.07%

Geri Alım Getirisi

Toplam Hissedar Getirisi-0.07%
Gelecekteki Temettü Verimi0%
Temettü Büyümesin/a
Bir sonraki temettü ödeme tarihin/a
Eski temettü tarihin/a
Hisse başına temettün/a
Ödeme oranın/a

Son temettü ve geri alım güncellemeleri

Güncelleme yok

Recent updates

Seeking Alpha • Oct 26

The EngageSmart Buyout Doesn't Feel Right

Summary EngageSmart, Inc. has agreed to be acquired by Vista Equity Partners in a $4 billion deal, representing a 13.9% premium to the closing price before the announcement. The company has shown strong growth, with revenue increasing from $109 million in 2020 to $303.9 million in 2022, driven by both segments of its business. The transaction raises questions about the company's potential for further growth, as well as the decision of the majority shareholder to retain a 35% stake in the combined company. Read the full article on Seeking Alpha
Analiz Makalesi • Sep 29

Returns Are Gaining Momentum At EngageSmart (NYSE:ESMT)

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
Seeking Alpha • Aug 15

EngageSmart: Defensive Business Growing At >20% Is An Attractive Buy

Summary I recommend a buy due to the attractive growth profile, defensive business nature, and strong performance so far in this weak macro climate. ESMT provides customer engagement SaaS platforms and has shown strong growth in both the SMB and enterprise segments. The recent acquisition of Luminello assets is expected to boost ESMT's growth and profitability by expanding its capabilities and market reach. Read the full article on Seeking Alpha
Seeking Alpha • Aug 08

EngageSmart Sees SMB And Enterprise Strength As It Focuses Efforts

Summary EngageSmart, Inc. recently reported Q2 2023 financial results, beating revenue but missing EPS estimates. The company provides customer engagement software solutions to enterprises globally. EngageSmart is executing well, focusing on higher-value markets, and the stock appears undervalued. My outlook is a Buy at around $17.00. Read the full article on Seeking Alpha
Seeking Alpha • Jun 05

EngageSmart: Strong Growth And Margin Expansion Supported By Underlying Momentum

Summary ESMT remains a buy due to its consistent growth, healthy EBITDA margins, and focus on digitization of consumer bill payment processes and mental healthcare services. ESMT's underlying momentum is supported by robust quarterly transaction volume growth, expansion into new markets, and a promising outlook for FY23 and FY24. The company's 70+% gross margin suggests ample room for further EBITDA margin expansion. Read the full article on Seeking Alpha
Analiz Makalesi • May 29

EngageSmart (NYSE:ESMT) Is Looking To Continue Growing Its Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Analiz Makalesi • Feb 09

EngageSmart (NYSE:ESMT) Is Experiencing Growth In Returns On Capital

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Seeking Alpha • Feb 09

EngageSmart GAAP EPS of $0.03 beats by $0.02, revenue of $83.9M beats by $2.11M

EngageSmart press release (NYSE:ESMT): Q4 GAAP EPS of $0.03 beats by $0.02. Revenue of $83.9M (+36.2% Y/Y) beats by $2.11M. SMB Revenue increased 45% to $45.2 million compared to $31.1 million in the fourth quarter of 2021. Enterprise Revenue increased 27% to $38.7 million compared to $30.6 million in the fourth quarter of 2021. Total Transactions Processed increased 25% to 38.9 million compared to 31.2 million in the fourth quarter of 2021. Financial Outlook FY23 : Revenue of $380M - $384M vs. consensus of $380.04M; Adjusted EBITDA of $66.5M - $69M. 1Q23: Revenue of $86M - $87M vs. consensus of $86.12M; Adjusted EBITDA of $13.5M - $14M.
Analiz Makalesi • Dec 13

Estimating The Intrinsic Value Of EngageSmart, Inc. (NYSE:ESMT)

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of EngageSmart, Inc...
Seeking Alpha • Dec 07

EngageSmart: Getting Smarter

Summary EngageSmart has seen shares come down in 2022, while the business has been doing very fine. The company has seen sales growth stabilize at a high level, with real yet modest earnings reported. I like the improved setup here, as continued execution is required to deliver on an appealing investment opportunity. Shares of EngageSmart (ESMT) have seen a tough time this year, like so many technology names. With shares re-testing their lows, it is time to update the thesis which goes back to January of this year when I concluded that I was still not engaging yet with the business. A Recap EngageSmart has gone public in September 2021, yet shares have been falling out of the gate, as the timing of the IPO coincided with the boom in technology valuations, while the company witnessed slower growth and saw deleveraging on the bottom line. The company is based on the frustration of its founder to execute a simple task, that is trying to pay a utility bill. A mundane task like paying a bill, making an appointment and managing insurance claims are ripe to be automated, and that is just what EngageSmart´s software solution is doing for its clients. With that goal in mind, EngageSmart has grown to offer its SaaS applications to 70,000 SMEs and 3,000 enterprise companies at the time of the offering, active across a wide domain of industries. The company went public at $26, translating into a $3.9 billion enterprise valuation, applied to a business which generated $147 million in sales in 2020, resulting in a 26 times sales multiple. The company actually reported a GAAP operating profit of $0.6 million, which is not really a profit, but again, it is not a loss. Moreover, 97% revenue growth for 2020 looked pretty decent as well. Revenues rose 59% to $99 million in the first half of 2021, comprised out of 65% revenue growth in the first quarter and 53% growth in the second quarter, as shares rose to $34 on the first days of trading, pushing up the enterprise valuation to $5.2 billion. Shares had come down to $19 in January as third quarter sales growth slowed down to 42% with quarterly revenues coming in at $55 million and change. The issue is that slower growth was accompanied by a net loss of $8.3 million, to an important extent driven by a $6.6 million stock-based compensation expense. Part of this is due to the IPO of course, but adjusted for some items, a decline in EBITDA suggests structural margin pressure as well. With sales down to $19, translating into a $2.6 billion enterprise valuation, the company has seen sales multiples compress to 11 times, not cheap enough for me given the pace of growth decelerating and losses being apparent on the bottom line. What Happened? In February, EngageSmart posted a 37% increase in fourth quarter sales with revenues reported at $61 million and change. It is comforting to see a GAAP operating loss of just below a million, indicating a partial reversal of the trends. For the year, sales came in $216 million on which $30 million in adjusted EBITDA was reported. The company guided for 2022 sales to grow to $280-$285 million, which marks solid 30% revenue growth, yet EBITDA of $29-$31 million is set to be dead flat in dollar terms, hinting towards further margin pressure and likely some realistic losses as well. The company started the year on a solid note with first quarter sales up 42% to $67 million and change as the company posted a GAAP operating profit of $3 million on the back of a $10.6 million EBITDA number. Following the arguably strong start to the year, the company hiked the full-year guidance to $290-$294 million in sales and $38-$40 million in EBITDA, quite a big hike. Second quarter sales even rose by 43% to arrive at nearly $74 million with GAAP operating profits increasing to $4 million, as these comforting results triggered the company into hiking the guidance a bit further. The pace of revenue growth has been resilient in the third quarter as well, with sales up 42% to nearly $79 million on which an operating profit of nearly $5 million was reported. On the back of the results, the company hiked the full-year guidance, now seeing sales just over $300 million with EBITDA seen at $47 million. The 169 million shares now trade at $15, translating into an equity valuation of $2.5 billion here, or about $2.2 billion if we factor in a current net cash position of $293 million. Based on the share price stagnation and revenue growth, forward sales multiples have fallen to 7 times. Operating earnings trend around $20 million here, translating into sky-high earnings multiples, but at least the business is profitable. And Now? The reality is that the combination of sales growth and a decline in the share price has resulted in sales multiples having come down from 11 to 7 times, all while growth has stabilized at 40%, quite impressive. More important perhaps, the company has regained profitability and has actually been expanding profits a bit in recent quarters. The question is how far the business can grow, as the potential is huge of course given the wide addressable market. In the third quarter, the company processed 3.5 million transactions, indicating revenues per transaction to come in around $2, or just a couple of pennies above that. That is not fair either, as the business model is based on fixed subscription fees and variable consumption revenues.
Analiz Makalesi • Nov 16

EngageSmart's (NYSE:ESMT) Earnings Are Of Questionable Quality

Despite posting some strong earnings, the market for EngageSmart, Inc.'s ( NYSE:ESMT ) stock hasn't moved much. We did...
Seeking Alpha • Nov 03

EngageSmart reports Q3 earnings beat; FY22 outlook confirmed

EngageSmart press release (NYSE:ESMT): Q3 GAAP EPS of $0.04 beats by $0.03. Revenue of $78.8M (+42.0% Y/Y) beats by $3.93M. Adjusted EBITDA was $13.2M, representing 16.8% Adjusted EBITDA Margin, compared to $8.7M, or 15.6% Adjusted EBITDA Margin, for the third quarter of 2021. Cash and Cash Equivalents were $293.5M as of September 30, 2022, compared to $254.3M as of December 31, 2021. Total Number of Customers increased 26% to 97,800 as of September 30, 2022, compared to 77,400 as of September 30, 2021. Total Transactions Processed increased 31% to 37.5 million compared to 28.6 million in the third quarter of 2021. Financial Outlook FY22 : Revenue of $300.5M - $302.0M vs. consensus of $297.35M; Adjusted EBITDA of $46.5M - $47.5M.
Analiz Makalesi • Nov 02

Investors Will Want EngageSmart's (NYSE:ESMT) Growth In ROCE To Persist

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Analiz Makalesi • Aug 07

Results: EngageSmart, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

EngageSmart, Inc. ( NYSE:ESMT ) investors will be delighted, with the company turning in some strong numbers with its...
Seeking Alpha • Aug 04

EngageSmart GAAP EPS of $0.04 beats by $0.02, revenue of $73.86M beats by $3.81M

EngageSmart press release (NYSE:ESMT): Q2 GAAP EPS of $0.04 beats by $0.02. Revenue of $73.86M (+42.7% Y/Y) beats by $3.81M.
Seeking Alpha • Jan 20

EngageSmart: Still Not Engaging Yet

EngageSmart has seen a tough couple of months after the public offering as a further slowdown in growth and real deleveraging on the bottom line make investors rightfully cautious. This coincided with a technology sell-off, making many other technology names much more interesting as well. Given the third quarter trends and lackluster fourth quarter guidance, I am by far not comfortable yet to start engaging, and thus, I am not buying the dip yet.
Seeking Alpha • Oct 06

EngageSmart CEO Robert Bennett - Digital Automation Eliminates Manual Tasks (Video)

EngageSmart provides SaaS based customer engagement software and integrated payment solutions and recently went public via IPO. CEO Robert Bennett on disrupting the financial and healthcare industry’s billing practices. Competing against larger firms and downward pricing pressure.
Seeking Alpha • Sep 29

EngageSmart: Smart To Engage?

EngageSmart has gone public in a very successful public offering. The company has seen solid growth by automating seemingly mundane everyday tasks. While profitability and growth is very much liked, a rapid deceleration in the pace of growth to roughly 50% and a 25 times sales multiple looks too steep.

Ödemelerde İstikrar ve Büyüme

Temettü verilerini getirme

İstikrarlı Temettü: ESMT şirketinin hisse başına düşen temettülerinin geçmişte istikrarlı olup olmadığını belirlemek için yeterli veri yok.

Büyüyen Temettü: ESMT şirketinin temettü ödemelerinin artıp artmadığını belirlemek için yeterli veri yok.

Piyasaya Karşı Temettü Getirisi

EngageSmart Piyasaya Karşı Temettü Getirisi
ESMT temettü verimi piyasa ile karşılaştırıldığında nasıldır?
SegmentTemettü Verimi
Şirket (ESMT)n/a
Pazarın Alt %25'i (US)1.4%
Pazarın En İyi %25'i (US)4.2%
Sektör Ortalaması (Software)0.9%
Analist tahmini (ESMT) (3 yıla kadar)0%

Önemli Temettü: ESMT şirketinin temettü getirisi, şirketin yakın zamanda herhangi bir ödeme bildirmemesi nedeniyle, temettü ödeyenlerin en alttaki %25'lik dilimine göre değerlendirilemiyor.

Yüksek Temettü: Şirketin yakın zamanda herhangi bir ödeme bildirmemesi nedeniyle, ESMT şirketinin temettü getirisi, temettü ödeyenlerin en üst %25'ine göre değerlendirilemiyor.

Hissedarlara Ödenen Kazanç

Kazanç Kapsamı: ESMT şirketinin temettü ödemelerinin kazançlarla karşılanıp karşılanmadığını belirlemek için ödeme oranını hesaplamak üzere yeterli veri yok.

Hissedarlara Nakit Ödeme

Nakit Akışı Kapsamı: ESMT herhangi bir ödeme bildirmediğinden temettülerin sürdürülebilirliği hesaplanamıyor.

Güçlü temettü ödeyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2024/01/25 19:59
Gün Sonu Hisse Fiyatı2024/01/25 00:00
Kazançlar2023/09/30
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

EngageSmart, Inc. 9 Bu analistlerden 9, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Jason KupferbergBofA Global Research
Ashwin ShirvaikarCitigroup Inc
Jeffrey Van RheeCraig-Hallum Capital Group LLC