Provides the Canvas Learning Management System (LMS) for K-12 and higher education. 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 20% a year over the last 4 years. Red columns mark years that ended in a loss.
At this burn rate the cash pile isn’t the pressing question — for now, time is on the company’s side.
This company is not turning a profit, so the market is pricing its sales instead: 6.5× for every dollar of annual revenue.
Analysts' average target sits 22% above today's price.
angles, checked one by one.
The 2 that stand out are on screen; the rest came back neutral.
The council scores out of 10; report-card grades are out of 100.
The stock trades 17% below its peak. The market has trimmed its expectations for the company.
Over the last 4 years, sales grew about 20% a year on average.
The company sells $530.2M a year; the problem isn’t sales — it’s costs running above that number.
It met or beat analyst expectations in 7 of the last 8 quarters — consistency is a promise kept.
A loss of $34.1M against $530.2M in annual sales.
Over the last 12 months, executives reported 28 sells against just 9 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.