EVCMEverCommerce Inc.
Services-Prepackaged Software
- Revenue
- $589M
- 4.8% YoY
- Operating margin
- 10.1%
- 116% YoY
- EBITDA
- $128M
- 11% YoY
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- 3.0×
- $387M net debt
- AI in 10-K
- —
Red flags 1 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 cashClear633% of net incomeCash flow under 80% of net income
- Dilutive SBCClear5% of revenueOver 10% of revenue
- Payouts exceed cash flowClear76% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyFired65% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $490M | $621M | $535M | $562M | $589M | 4.8% |
| Operating income | −$27M | −$31M | −$3M | $26M | $59M | 126% |
| Net income | −$82M | −$60M | −$46M | −$41M | $18M | 143% |
| Operating cash flow | $37M | $65M | $105M | $113M | $111M | 1.5% |
| Capex | $3M | $3M | $3M | $1M | $2M | 52% |
| Stock-based comp | $22M | $27M | $26M | $26M | $28M | 7.3% |
| Buybacks | $0 | $43M | $67M | $58M | $85M | 48% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $304K · 7
- Net
- −$304K
Pay vs performance
No pay-versus-performance disclosure yet.