ACIWACI WORLDWIDE, INC.
Services-Prepackaged Software
- Revenue
- $1.8B
- 10% YoY
- Operating margin
- 18.7%
- 3.0% YoY
- EBITDA
- $427M
- 1.9% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 1.5×
- $655M net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear142% of net incomeCash flow under 80% of net income
- Dilutive SBCClear4% of revenueOver 10% of revenue
- Payouts exceed cash flowClear63% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear40% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $1.4B | $1.4B | $1.5B | $1.6B | $1.8B | 10% |
| Operating income | $210M | $204M | $220M | $308M | $330M | 7.1% |
| Net income | $128M | $142M | $122M | $203M | $227M | 12% |
| Operating cash flow | $220M | $143M | $169M | $359M | $323M | 10% |
| Capex | $21M | $13M | $9M | $15M | $13M | 16% |
| Stock-based comp | $27M | $30M | $25M | $41M | $71M | 71% |
| Buybacks | $107M | $207M | $28M | $128M | $203M | 59% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2025 | — | — | 124 | 142 |
| FY2024 | — | — | 135 | 134 |
| FY2023 | — | — | 80 | 123 |
| FY2022 | — | — | 60 | 106 |
| FY2021 | — | — | 90 | 127 |