Provides cloud-based human capital management (HCM) solutions. Offers payroll processing services. 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 19% a year over the last 4 years. Red columns mark years that ended in a loss.
Before the clock runs out, either sales must climb sharply or new money must come in. This is the most critical line in the whole picture.
This company is not turning a profit, so the market is pricing its sales instead: 6.2× for every dollar of annual revenue.
Analysts' average target sits 0% below today's price.
Executive selling isn’t always bad news; people sell for personal reasons too. Still, the thin buying side is worth noting.
The stock trades 42% below its peak. The market has trimmed its expectations for the company.
Over the last 4 years, sales grew about 19% a year on average.
The company sells $654.9M 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 $58.9M against $654.9M in annual sales.
At the current pace of spending, the cash lasts about 2 years. After that, the company needs to find new money.
Over the last 12 months, executives reported 70 sells against just 23 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.