ESMT — Stock Film
STOCK FILMSCENE 1/12ESMT · $23.05
Stock Expert AI presents
ESMT
EngageSmart, Inc
~5 min film100% real numbersplain English
WHAT DOES THIS COMPANY DO?
EngageSmart, Inc. What it actually does.

Provides Software-as-a-Service (SaaS) based customer engagement software. Offers integrated payment solutions for various industries. Now — the numbers.

on the stock market since 2021
971 employees
$3.9B market value
WHERE DOES THE MONEY COME FROM?
54%S M B Solutions
S M B SolutionsEnterprise Solutions 46%
54% of all revenue comes from a single line: S M B Solutions.

The biggest line carries real weight, but it doesn’t decide everything on its own.

Revenue last year:
$303.9M
The net profit left over:
$20.6M
Out of every $100 in sales, $7 stays as net profit.
THE SLICE THAT TURNS INTO PROFIT: 7%

This is an established company with proven profits.

THE SALES TREND
Sales are growing, year after year.

Average growth of 54% a year over the last 3 years. Red columns mark years that ended in a loss.

$82.4M
2019
2020
2021
$303.9M
2022
Cash on hand:
$311.8M
Total debt:
$31.8M
The cash outweighs the debt.

If every debt were paid off today, $280.0M would still be left in the vault — a solid cushion for hard times.

Every quarter, analysts set a profit bar.
How many of the last 8 did the company clear?
7 / 8
EXPECTATIONS MET OR BEATEN
7
May 2022
Feb 2024
7 TIMES IN THE LAST 8 QUARTERS
It clears the bar, quarter after quarter.
THE PRICE TAG
MARKET VALUE / ANNUAL PROFIT
188.4×

The market pays 188.4× for every dollar this company earns in a year — a price that already assumes things go well.

No analyst target is on record for this company.

THE FIVE-YEAR JOURNEY
Below the peak, but no collapse.

The stock trades 35% below its peak. The market has trimmed its expectations for the company.

1
THE BRIGHT SIDE · 1/3
Sales keep climbing

Over the last 3 years, sales grew about 54% a year on average.

2
THE BRIGHT SIDE · 2/3
Strong cash, light debt

There is $311.8M in the vault; even if every debt were paid off, $280.0M would remain.

3
THE BRIGHT SIDE · 3/3
Delivers on expectations

It met or beat analyst expectations in 7 of the last 8 quarters — consistency is a promise kept.

1
THE RISKS · 1/2
A rich price tag

The company’s market value is 188 times its annual profit. Even a small disappointment could hit the price hard.

2
THE RISKS · 2/2
The stock has lost its spark

Since the drop from its peak, buyer appetite hasn’t come back.

FINALE · THE GRADE
grade pending

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.

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This was a film — not investment advice.
Data: FMP & company filings
Sep 11, 2026 · stockexpertai.com · Stock Film