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Also traded in: Germany

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 3/10

vs
industry
vs
history
Cash-to-Debt 0.58
BNFT's Cash-to-Debt is ranked lower than
78% of the 1477 Companies
in the Global Software - Application industry.

( Industry Median: 7.61 vs. BNFT: 0.58 )
Ranked among companies with meaningful Cash-to-Debt only.
BNFT' s Cash-to-Debt Range Over the Past 10 Years
Min: 0.58  Med: 1.17 Max: N/A
Current: 0.58
Equity-to-Asset -0.19
BNFT's Equity-to-Asset is ranked lower than
96% of the 1403 Companies
in the Global Software - Application industry.

( Industry Median: 0.59 vs. BNFT: -0.19 )
Ranked among companies with meaningful Equity-to-Asset only.
BNFT' s Equity-to-Asset Range Over the Past 10 Years
Min: -2.89  Med: -0.25 Max: 0.08
Current: -0.19
-2.89
0.08
Piotroski F-Score: 3
Altman Z-Score: -0.03
Beneish M-Score: -2.85
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 2/10

vs
industry
vs
history
Operating Margin % -13.79
BNFT's Operating Margin % is ranked lower than
81% of the 1433 Companies
in the Global Software - Application industry.

( Industry Median: 5.12 vs. BNFT: -13.79 )
Ranked among companies with meaningful Operating Margin % only.
BNFT' s Operating Margin % Range Over the Past 10 Years
Min: -42.86  Med: -18.92 Max: -0.91
Current: -13.79
-42.86
-0.91
Net Margin % -17.17
BNFT's Net Margin % is ranked lower than
81% of the 1433 Companies
in the Global Software - Application industry.

( Industry Median: 3.24 vs. BNFT: -17.17 )
Ranked among companies with meaningful Net Margin % only.
BNFT' s Net Margin % Range Over the Past 10 Years
Min: -45.98  Med: -21.9 Max: -3.69
Current: -17.17
-45.98
-3.69
ROA % -24.53
BNFT's ROA % is ranked lower than
85% of the 1477 Companies
in the Global Software - Application industry.

( Industry Median: 2.97 vs. BNFT: -24.53 )
Ranked among companies with meaningful ROA % only.
BNFT' s ROA % Range Over the Past 10 Years
Min: -57.02  Med: -34.62 Max: -22.1
Current: -24.53
-57.02
-22.1
ROC (Joel Greenblatt) % -52.92
BNFT's ROC (Joel Greenblatt) % is ranked lower than
77% of the 1446 Companies
in the Global Software - Application industry.

( Industry Median: 25.16 vs. BNFT: -52.92 )
Ranked among companies with meaningful ROC (Joel Greenblatt) % only.
BNFT' s ROC (Joel Greenblatt) % Range Over the Past 10 Years
Min: -144.47  Med: -108.17 Max: -47.39
Current: -52.92
-144.47
-47.39
3-Year Revenue Growth Rate -8.60
BNFT's 3-Year Revenue Growth Rate is ranked lower than
80% of the 1327 Companies
in the Global Software - Application industry.

( Industry Median: 5.10 vs. BNFT: -8.60 )
Ranked among companies with meaningful 3-Year Revenue Growth Rate only.
BNFT' s 3-Year Revenue Growth Rate Range Over the Past 10 Years
Min: -27.3  Med: -17.9 Max: -0.5
Current: -8.6
-27.3
-0.5
3-Year EBITDA Growth Rate -31.20
BNFT's 3-Year EBITDA Growth Rate is ranked lower than
89% of the 1109 Companies
in the Global Software - Application industry.

( Industry Median: 8.20 vs. BNFT: -31.20 )
Ranked among companies with meaningful 3-Year EBITDA Growth Rate only.
BNFT' s 3-Year EBITDA Growth Rate Range Over the Past 10 Years
Min: -31.2  Med: 18.4 Max: 19.2
Current: -31.2
-31.2
19.2
3-Year EPS without NRI Growth Rate -23.30
BNFT's 3-Year EPS without NRI Growth Rate is ranked lower than
80% of the 1002 Companies
in the Global Software - Application industry.

( Industry Median: 8.10 vs. BNFT: -23.30 )
Ranked among companies with meaningful 3-Year EPS without NRI Growth Rate only.
BNFT' s 3-Year EPS without NRI Growth Rate Range Over the Past 10 Years
Min: -23.3  Med: -8.75 Max: 97.2
Current: -23.3
-23.3
97.2
GuruFocus has detected 5 Warning Signs with Benefitfocus Inc $BNFT.
More than 500,000 people have already joined GuruFocus to track the stocks they follow and exchange investment ideas.
» BNFT's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Operating Cash Flow & Free Cash Flow
Operating Cash Flow & Net Income

» Details

Guru Trades

Q1 2016

BNFT Guru Trades in Q1 2016

Steven Cohen 84,400 sh (New)
RS Investment Management 1,125,278 sh (New)
Manning & Napier Advisors, Inc 409,193 sh (New)
Ron Baron 4,374,780 sh (+2.54%)
» More
Q2 2016

BNFT Guru Trades in Q2 2016

RS Investment Management 1,137,461 sh (+1.08%)
Ron Baron 4,305,132 sh (-1.59%)
Manning & Napier Advisors, Inc 273,143 sh (-33.25%)
Steven Cohen 50,800 sh (-39.81%)
» More
Q3 2016

BNFT Guru Trades in Q3 2016

Jim Simons 43,300 sh (New)
Paul Tudor Jones 9,822 sh (New)
Manning & Napier Advisors, Inc 305,893 sh (+11.99%)
Steven Cohen Sold Out
Ron Baron 4,296,881 sh (-0.19%)
» More
Q4 2016

BNFT Guru Trades in Q4 2016

Steven Cohen 396,400 sh (New)
Discovery Group I, LLC 205,547 sh (New)
Paul Tudor Jones Sold Out
Jim Simons Sold Out
Manning & Napier Advisors, Inc Sold Out
Ron Baron 4,251,416 sh (-1.06%)
» More
» Details

Insider Trades

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Business Description

Industry: Application Software » Software - Application    NAICS: 511210    SIC: 7372
Compare:NYSE:PRO, NYSE:IL, NAS:PDFS, OTCPK:ALMFF, NAS:TYPE, NAS:FIVN, OTCPK:CMDXF, OTCPK:ASGTF, OTCPK:OPESF, NYSE:WK, NAS:PLUS, OTCPK:RSTAY, NAS:VDSI, OTCPK:AGTEF, NAS:APTI, NAS:SPSC, NAS:ACTA, NAS:QADB, NAS:EPAY, OTCPK:FLKKD » details
Traded in other countries:BTF.Germany,
Benefitfocus Inc provider of cloud-based benefits software solutions for consumers, employers, insurance carriers, and brokers. The Company's products are available for Employers & Insurance Carriers.

Guru Investment Theses on Benefitfocus Inc

Baron Opportunity Fund Comments on Benefitfocus - Feb 21, 2017

Shares of benefits software vendor Benefitfocus, Inc. (NASDAQ:BNFT) detracted from fourth quarter performance. The company provided modestly lower-than-expected guidance for the fourth quarter of 2016. The company’s management team addressed several short-term headwinds, including longer-than-expected implementation periods for new national accounts (these larger and more complex accounts will go live in the first half of 2017 rather than the second half of 2016), slower employer signings because of a sales restructuring to create a team focused on national accounts, and a revenue share with traditional brokers of BenefitStore voluntary benefit commissions. While these headwinds will likely weigh on reported growth through mid-2017, we don’t believe they impact the significant long-term opportunity. In fact, we believe the company’s success winning large national accounts is a major long-term positive, as these accounts are far larger and typically purchase multiple products. Indeed, in the third quarter, the company signed six national accounts with between 10,000-120,000 employees (vs. typical accounts that average around 3,000 employees). (Neal Rosenberg)



From Baron Funds' Baron Opportunity Fund fourth quarter 2016 commentary.



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Baron Funds Comments on Benefitfocus - Aug 08, 2016

Shares of benefits software vendor Benefitfocus, Inc. (NASDAQ:BNFT) contributed to second quarter performance, driven by outstanding financial results. The company generated traction in new logo acquisition and cross-sales of new modules, including BenefitStore. Profitability also continues to scale ahead of expectations, and the company now expects to reach EBITDA breakeven in the fourth quarter in 2016. We believe Benefitfocus can continue to compound revenue at a low-to-mid 30% rate and generate substantial profitability over time. (Neal Rosenberg)



Baron Focused Growth Fund second quarter 2016 commentary.



Check out Ron Baron latest stock trades

Baron Funds Comments on Benefitfocus Inc. - Nov 06, 2015

Shares of Benefitfocus, Inc., (NASDAQ:BNFT) a leading provider of cloud-based benefits software, detracted from the third quarter performance after performing well earlier in the year. The company conducted a secondary offering during the third quarter, which we believe weighed on the stock. It continued to generate robust financial results, growing its employee customer count by 36% and demonstrating initial traction with its newly launched modules. We believe that Benefitfocus serves an addressable market that is more than 100 times larger than its current business. (Neal Rosenberg)



From Baron Fund third quarter 2015 commentary.



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Baron Funds Comments on Benefitfocus Inc. - Aug 24, 2015

Shares of Benefitfocus, Inc. (NASDAQ:BNFT), a leading provider of cloud-based benefits software, contributed to performance. The company generated robust first quarter results and announced a reseller agreement with SAP, which we believe will be an important long-term accelerant to sales. The stock’s multiple has been expanding since February, when the company received a strategic investment from private exchange operator Mercer. We believe Benefitfocus serves an addressable market more than 100 times larger than its current business. (Neal Rosenberg)





From Baron Funds' second quarter 2015 commentary.



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Baron Funds Comments on Benefitfocus Inc. - Aug 19, 2015

Shares of Benefitfocus, Inc. (NASDAQ:BNFT), a leading provider of cloud-based benefits software, contributed to performance. The company generated robust first quarter results and announced a reseller agreement with SAP, which we believe will be an important long-term catalyst to accelerating sales. The stock’s multiple has been expanding since February, when the company received a strategic investment from private exchange operator Mercer. We believe Benefitfocus serves an addressable market more than 100 times larger than its current business. (Neal Rosenberg)





From Baron Funds’ second quarter 2015 commentary.



Check out Ron Baron latest stock trades

Baron Funds Comments on Benefitfocus Inc - Mar 20, 2015

The Fund added to its position in Benefitfocus, Inc. (BNFT), a leading provider of cloud-based benefits software. The company offers an integrated suite of solutions to help customers shop, enroll, manage, and exchange benefits information. Benefits are presented in a user-friendly manner that allows insured individuals and their dependents to access all their benefits in one place. The company is experiencing accelerating demand, driven by the Affordable Care Act and a shift towards defined contribution benefits, which requires the enhanced insight and consumer experience offered by modern software applications. We believe that Benefitfocus serves an addressable market more than 100 times larger than its current business, which should allow the company to compound revenue at more than 30% annually. (Neal Rosenberg)

From Ron Baron (Trades, Portfolio)’s Baron Growth Fund Q4 2014 Quarterly Report.



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Top Ranked Articles about Benefitfocus Inc

Baron Opportunity Fund Comments on Benefitfocus Guru stock highlight
Shares of benefits software vendor Benefitfocus, Inc. (NASDAQ:BNFT) detracted from fourth quarter performance. The company provided modestly lower-than-expected guidance for the fourth quarter of 2016. The company’s management team addressed several short-term headwinds, including longer-than-expected implementation periods for new national accounts (these larger and more complex accounts will go live in the first half of 2017 rather than the second half of 2016), slower employer signings because of a sales restructuring to create a team focused on national accounts, and a revenue share with traditional brokers of BenefitStore voluntary benefit commissions. While these headwinds will likely weigh on reported growth through mid-2017, we don’t believe they impact the significant long-term opportunity. In fact, we believe the company’s success winning large national accounts is a major long-term positive, as these accounts are far larger and typically purchase multiple products. Indeed, in the third quarter, the company signed six national accounts with between 10,000-120,000 employees (vs. typical accounts that Read more...
Baron Funds Comments on Benefitfocus Guru stock highlight
Shares of benefits software vendor Benefitfocus, Inc. (NASDAQ:BNFT) contributed to second quarter performance, driven by outstanding financial results. The company generated traction in new logo acquisition and cross-sales of new modules, including BenefitStore. Profitability also continues to scale ahead of expectations, and the company now expects to reach EBITDA breakeven in the fourth quarter in 2016. We believe Benefitfocus can continue to compound revenue at a low-to-mid 30% rate and generate substantial profitability over time. (Neal Rosenberg) Read more...

Ratios

vs
industry
vs
history
PS Ratio 3.35
BNFT's PS Ratio is ranked lower than
64% of the 1428 Companies
in the Global Software - Application industry.

( Industry Median: 2.10 vs. BNFT: 3.35 )
Ranked among companies with meaningful PS Ratio only.
BNFT' s PS Ratio Range Over the Past 10 Years
Min: 2.17  Med: 4.72 Max: 7.73
Current: 3.35
2.17
7.73
Current Ratio 1.05
BNFT's Current Ratio is ranked lower than
80% of the 1326 Companies
in the Global Software - Application industry.

( Industry Median: 1.84 vs. BNFT: 1.05 )
Ranked among companies with meaningful Current Ratio only.
BNFT' s Current Ratio Range Over the Past 10 Years
Min: 1.05  Med: 1.19 Max: 2.55
Current: 1.05
1.05
2.55
Quick Ratio 1.05
BNFT's Quick Ratio is ranked lower than
76% of the 1326 Companies
in the Global Software - Application industry.

( Industry Median: 1.71 vs. BNFT: 1.05 )
Ranked among companies with meaningful Quick Ratio only.
BNFT' s Quick Ratio Range Over the Past 10 Years
Min: 1.05  Med: 1.19 Max: 2.55
Current: 1.05
1.05
2.55
Days Sales Outstanding 44.33
BNFT's Days Sales Outstanding is ranked higher than
77% of the 1109 Companies
in the Global Software - Application industry.

( Industry Median: 66.95 vs. BNFT: 44.33 )
Ranked among companies with meaningful Days Sales Outstanding only.
BNFT' s Days Sales Outstanding Range Over the Past 10 Years
Min: 44.33  Med: 55.52 Max: 82.47
Current: 44.33
44.33
82.47
Days Payable 17.63
BNFT's Days Payable is ranked lower than
79% of the 1009 Companies
in the Global Software - Application industry.

( Industry Median: 39.59 vs. BNFT: 17.63 )
Ranked among companies with meaningful Days Payable only.
BNFT' s Days Payable Range Over the Past 10 Years
Min: 7.39  Med: 20.48 Max: 28.22
Current: 17.63
7.39
28.22

Buy Back

vs
industry
vs
history
3-Year Average Share Buyback Ratio -6.70
BNFT's 3-Year Average Share Buyback Ratio is ranked lower than
71% of the 1051 Companies
in the Global Software - Application industry.

( Industry Median: -2.10 vs. BNFT: -6.70 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
BNFT' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -82.4  Med: -65.1 Max: -6.7
Current: -6.7
-82.4
-6.7

Valuation & Return

vs
industry
vs
history
Price-to-Median-PS-Value 0.71
BNFT's Price-to-Median-PS-Value is ranked higher than
86% of the 1228 Companies
in the Global Software - Application industry.

( Industry Median: 1.19 vs. BNFT: 0.71 )
Ranked among companies with meaningful Price-to-Median-PS-Value only.
BNFT' s Price-to-Median-PS-Value Range Over the Past 10 Years
Min: 0.67  Med: 0.99 Max: 1.27
Current: 0.71
0.67
1.27
Earnings Yield (Greenblatt) % -3.90
BNFT's Earnings Yield (Greenblatt) % is ranked lower than
77% of the 1511 Companies
in the Global Software - Application industry.

( Industry Median: 3.20 vs. BNFT: -3.90 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) % only.
BNFT' s Earnings Yield (Greenblatt) % Range Over the Past 10 Years
Min: -10.8  Med: 0 Max: 0
Current: -3.9
-10.8
0

More Statistics

Revenue (TTM) (Mil) $233.3
EPS (TTM) $ -1.36
Beta1.56
Short Percentage of Float29.92%
52-Week Range $24.55 - 44.98
Shares Outstanding (Mil)29.75

Analyst Estimate

Dec17 Dec18
Revenue (Mil $) 272 325
EPS ($) -0.48 -0.06
EPS without NRI ($) -0.48 -0.06
EPS Growth Rate
(Future 3Y To 5Y Estimate)
N/A
Dividends per Share ($)
» More Articles for BNFT

Headlines

Articles On GuruFocus.com
Baron Opportunity Fund Comments on Benefitfocus Feb 21 2017 
Baron Funds Comments on Benefitfocus Aug 08 2016 
Baron Focused Growth Fund 2nd Quarter Commentary Aug 08 2016 
Baron Funds Comments on Benefitfocus Inc. Nov 06 2015 
Baron Focused Growth Fund 3rd Quarter Letter Nov 06 2015 
Baron Funds Comments on Benefitfocus Inc. Aug 24 2015 
Baron Funds Comments on Benefitfocus Inc. Aug 19 2015 
Baron Funds Comments on Benefitfocus Inc Mar 20 2015 
Focus on Profits: Benefitfocus (BNFT), Zagg Inc (ZAGG), Rubicon Project (RUBI) Feb 25 2015 
Ron Baron keeps buying BNFT Feb 19 2015 

More From Other Websites
Benefitfocus, Inc. :BNFT-US: Earnings Analysis: Q4, 2016 By the Numbers : February 27, 2017 Feb 27 2017
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Edited Transcript of BNFT earnings conference call or presentation 23-Feb-17 10:00pm GMT Feb 24 2017
Benefitfocus reports 4Q loss Feb 23 2017
Benefitfocus reports 4Q loss Feb 23 2017
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Baron Opportunity Fund Comments on Benefitfocus Feb 21 2017
Benefitfocus Expands Capacity to Meet Growing Demand for SAP® U.S. Benefits Administration... Feb 14 2017
Coverage initiated on Benefitfocus by Berenberg Feb 07 2017
Benefitfocus Annual State of Employee Benefits Finds Health Savings Accounts (HSAs) Gaining Traction Jan 31 2017
Benefitfocus Announces Date of Fourth Quarter and Full Year 2016 Financial Results Jan 23 2017
Benefitfocus Wins Silver in the 2016 Brandon Hall Group Excellence Awards in Technology Jan 19 2017
ACORD receives XML asset from Benefitfocus to provide industry-first standard file format for life... Jan 12 2017
Benefitfocus, Inc. – Value Analysis (NASDAQ:BNFT) : December 27, 2016 Dec 27 2016
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ETFs with exposure to Benefitfocus, Inc. : December 21, 2016 Dec 21 2016

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