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BTRS Holdings Inc
NASDAQ:BTRS

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BTRS Holdings Inc Logo
BTRS Holdings Inc
NASDAQ:BTRS
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Price: 9.45 USD Market Closed
Updated: Nov 26, 2022

Intrinsic Value

The intrinsic value of one BTRS stock under the Base Case scenario is 3.25 USD. Compared to the current market price of 9.45 USD, BTRS Holdings Inc is Overvalued by 66%.

The Intrinsic Value is calculated as the average of the two valuation methods:

BTRS Intrinsic Value
Base Case
3.25 USD
Overvaluation 66%
Intrinsic Value
Price
Worst Case
Base Case
Best Case

Fundamental Analysis

BTRS Profitability Score
Profitability Due Diligence

BTRS Holdings Inc's profitability score is 29/100. The higher the profitability score, the more profitable the company is.

Negative 3-Year Average ROIC
Negative 3-Year Average ROE
Negative Free Cash Flow
Negative Operating Income
29/100
Profitability
Score

BTRS Holdings Inc's profitability score is 29/100. The higher the profitability score, the more profitable the company is.

BTRS Solvency Score
Solvency Due Diligence

BTRS Holdings Inc's solvency score is 78/100. The higher the solvency score, the more solvent the company is.

Short-Term Liabilities
Long-Term Liabilities
Low D/E
Negative Net Debt
78/100
Solvency
Score

BTRS Holdings Inc's solvency score is 78/100. The higher the solvency score, the more solvent the company is.

Financials
Efficiency
59%
Gross Margin
-33%
Operating Margin
-43%
Net Margin
-16%
FCF Margin
-29%
ROE
-31%
ROIC
Other

BTRS Capital Structure
BTRS Holdings Inc

Market Capitalization 1.6B USD
Total Debt 340k USD
Minority Interest 0 USD
Preferred Equity 0 USD
Cash and Equivalents 146M USD
Short-Term Investments 0 USD
Enterprise Value 1.4B USD

Wall St
Price Targets

BTRS Price Targets Summary
BTRS Holdings Inc

Wall Street analysts forecast BTRS stock price to rise over the next 12 months.

According to Wall Street analysts, the average 1-year price target for BTRS is 10.2 USD with a low forecast of 8.08 USD and a high forecast of 13.65 USD.

Lowest
Price Target
8.08 USD
14% Downside
Average
Price Target
10.2 USD
8% Upside
Highest
Price Target
13.65 USD
44% Upside
View Analyst Estimates
View Analyst Estimates

Competitive Landscape

BTRS Competitors
BTRS Holdings Inc

BTRS Suppliers & Customers
BTRS Holdings Inc

BTRS Holdings Inc has 12 key suppliers from 3 countries and 3 industries. The majority of these suppliers are located in the United States of America, with the largest number of suppliers in the Technology industry.

BTRS Holdings Inc has 7 key customers from 2 countries and 3 industries. The majority of these customers are located in the United States of America, with the largest number of customers in the Technology industry.

Ownership

BTRS Shareholders
Major Shareholders

Insiders own a significant part of the company.

Top 25 shareholders own 116.87% of the company. Insiders own 64.08%. The biggest insider is Bain Capital Venture Investors, Llc (10 percent owner), who owns 16.91% of BTRS Holdings Inc.

Insiders
64.08%
Institutions
68.66%
Other
-32.73%
Insiders
64.08%
Bain Capital Venture Investors, Llc
10 percent owner
Ownership
16.9116%
Market Value
268M USD
Shares
28 367 064
Harris Matthew C
Director, 10 percent owner
Ownership
16.9116%
Market Value
268M USD
Shares
28 367 064
Lane Flint A.
Chief Executive Officer
Ownership
10.9215%
Market Value
173M USD
Shares
18 319 395
Riverwood Capital Partners Ii L.p.
10 percent owner
Ownership
8.4929%
Market Value
135M USD
Shares
14 245 740
South Mountain Llc
10 percent owner
Ownership
5.6862%
Market Value
90.1M USD
Shares
9 537 833
Bluecrest Capital Management Ltd
10 percent owner
Ownership
1.992%
Market Value
31.6M USD
Shares
3 341 250
Pinado Steven
President
Ownership
1.2293%
Market Value
19.5M USD
Shares
2 061 924
Shifke Mark L
Chief Financial Officer
Ownership
0.6921%
Market Value
11M USD
Shares
1 160 928
Eng Joe
Chief Information Officer
Ownership
0.484%
Market Value
7.7M USD
Shares
811 784
Bernicker Charles B.
Director
Ownership
0.2292%
Market Value
3.6M USD
Shares
384 522
Killeen Aimie Marie
Chief Legal Officer
Ownership
0.1402%
Market Value
2.2M USD
Shares
235 109
O'connor Jeanne
Chief Talent Officer
Ownership
0.1304%
Market Value
2.1M USD
Shares
218 727
Herning Andrew J
Senior Vice President, Finance
Ownership
0.1189%
Market Value
1.9M USD
Shares
199 419
Irving Lawrence R.
Director
Ownership
0.0333%
Market Value
528k USD
Shares
55 890
Farrell Robert
Director
Ownership
0.0333%
Market Value
528k USD
Shares
55 890
Hart Clare
Director
Ownership
0.0258%
Market Value
408k USD
Shares
43 208
Murray John Wicliffe
Director
Ownership
0.0228%
Market Value
361k USD
Shares
38 189
Spottiswood Juli
Director
Ownership
0.0221%
Market Value
350k USD
Shares
37 006
Institutions
68.66%
Back

BTRS Insider Trading
Buy and sell transactions by insiders

BTRS Holdings Inc insiders have bought more shares than they have sold in the past 12 months.

During the last 12 months BTRS Holdings Inc insiders bought 1.9M USD , and sold 1.5M USD worth of shares. The last transaction was made on Nov 26, 2022 by Eng Joe (Chief Information Officer), who sold 39.9k USD worth of BTRS shares.

Sold
0-3
months
1.4M USD
4
3-6
months
27.1k USD
1
6-9
months
125k USD
5
9-12
months
0 USD
0
Bought
0-3
months
0
0 USD
3-6
months
1
148k USD
6-9
months
1
99.9k USD
9-12
months
3
1.7M USD
Cumulative Transactions Amount
Period Sold Bought Net
3 Months
1.4M USD
N/A
-1.4M
6 Months
1.4M USD
148k USD
-1.2M
9 Months
1.5M USD
248k USD
-1.3M
12 Months
1.5M USD
1.9M USD
418k
Purchases
15
Sales
22
Why is insider trading important?

Shareholder Return

BTRS Price
BTRS Holdings Inc

1M 1M
+0%
6M 6M
+88%
1Y 1Y
+21%
3Y 3Y
-3%
5Y 5Y
-2%
Annual Price Range
9.45
52w Low
4.23
52w High
9.47
Price Metrics
Average Annual Return 32.62%
Standard Deviation of Annual Returns 42.76%
Max Drawdown -78%

Company Profile

BTRS Holdings Inc

Country

United States of America

Industry

Technology

Market Cap

1.6B USD

Dividend Yield

0%

Description

BTRS Holdings, Inc. engages in the provision of cloud-based software and integrated payment processing solutions that simplify and automate business-to-business commerce. The company is headquartered in Lawrenceville, New Jersey and currently employs 687 full-time employees. The company went IPO on 2019-06-20. The firm is engaged in providing cloud-based software and integrated payment processing solutions that automate B2B commerce. The Company’s segments include Print, and Software and Payments. The Print segment is primarily responsible for printing customer invoices and optimizing the amount of time and costs associated with billing customers via mail. The Software and Payments segment primarily operates using software and cloud-based services, optimizes electronic invoice presentment, electronic payments, credit decisioning, collections automation, cash application and deduction management, and e-commerce of B2B customers. The firm serves businesses across both business-to-business and business-to-consumer segments. Billtrust serves businesses across both business-to-business and business-to-consumer segments.

Contact

NEW JERSEY
Lawrenceville
1009 Lenox Drive, Suite 101
+16092351010.0
https://www.billtrust.com/

IPO

2019-06-20

Employees

687

Officers

Founder, Chairman & CEO
Mr. Flint A. Lane
Pres
Mr. Steven Pinado
Chief Financial Officer
Mr. Mark L. Shifke
Chief Information Officer
Mr. Joseph Eng
Chief Talent Officer
Ms. Jeanne O'Connor
Sr. VP of Technology Operations
Mr. Farai Alleyne
Show More
SVP & Head of Investor Relations
Mr. John Thomas Williams Jr.
Sr. VP & Chief Compliance Officer
Ms. Jennifer Showers
Chief Legal Officer & Sec.
Ms. Aimie M. Killeen
Chief Sales Officer
Mr. John Johnson
Show Less

See Also

Similar Stocks
What is the Intrinsic Value of one BTRS stock?

The intrinsic value of one BTRS stock under the Base Case scenario is 3.25 USD.

Is BTRS stock undervalued or overvalued?

Compared to the current market price of 9.45 USD, BTRS Holdings Inc is Overvalued by 66%.