Provides a cloud-based business spend management (BSM) platform. Connects businesses with suppliers worldwide. Now — the numbers.
That much dependence is a risk in itself: if this one line weakens, the whole company feels it directly.
The company closed last year at a loss: costs ran above sales. The picture changes only if spending is reined in.
Average growth of 46% a year over the last 4 years. Red columns mark years that ended in a loss.
This company is not turning a profit, so the market is pricing its sales instead: 7.5× for every dollar of annual revenue.
Analysts' average target sits 25% above today's price.
Executive selling isn’t always bad news; people sell for personal reasons too. Still, the thin buying side is worth noting.
An investor who bought at the very peak is down 78% today. The business is the same; what changed most is the price — and the expectations — the market pins on it.
Over the last 3 years, sales grew about 46% a year on average.
The company sells $818.1M a year; the problem isn’t sales — it’s costs running above that number.
It met or beat analyst expectations in 8 of the last 8 quarters — consistency is a promise kept.
A loss of $0 against $818.1M in annual sales.
Over the last 12 months, executives reported 136 sells against just 20 buys. Not an alarm bell by itself, but a number worth watching.
We don’t have a report card for this stock yet — the data isn’t mature enough to grade. No grade is information too: it means the evidence is thin.
One-line summary: few numbers, an untested story. Keep watching.