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BTRS Holdings (BTRS Holdings) ROE % : -32.34% (As of Sep. 2022)


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What is BTRS Holdings ROE %?

ROE % is calculated as Net Income divided by its average Total Stockholders Equity over a certain period of time. BTRS Holdings's annualized net income for the quarter that ended in Sep. 2022 was $-84.8 Mil. BTRS Holdings's average Total Stockholders Equity over the quarter that ended in Sep. 2022 was $262.3 Mil. Therefore, BTRS Holdings's annualized ROE % for the quarter that ended in Sep. 2022 was -32.34%.

The historical rank and industry rank for BTRS Holdings's ROE % or its related term are showing as below:

BTRS's ROE % is not ranked *
in the Software industry.
Industry Median: 3.17
* Ranked among companies with meaningful ROE % only.

BTRS Holdings ROE % Historical Data

The historical data trend for BTRS Holdings's ROE % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

* Premium members only.

BTRS Holdings ROE % Chart

BTRS Holdings Annual Data
Trend Dec18 Dec19 Dec20 Dec21
ROE %
- -138.49 -167.95 -39.05

BTRS Holdings Quarterly Data
Dec18 Dec19 Mar20 Jun20 Sep20 Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22
ROE % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only -13.89 -20.92 -39.01 -21.79 -32.34

Competitive Comparison of BTRS Holdings's ROE %

For the Software - Application subindustry, BTRS Holdings's ROE %, along with its competitors' market caps and ROE % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


BTRS Holdings's ROE % Distribution in the Software Industry

For the Software industry and Technology sector, BTRS Holdings's ROE % distribution charts can be found below:

* The bar in red indicates where BTRS Holdings's ROE % falls into.



BTRS Holdings ROE % Calculation

BTRS Holdings's annualized ROE % for the fiscal year that ended in Dec. 2021 is calculated as

ROE %=Net Income (A: Dec. 2021 )/( (Total Stockholders Equity (A: Dec. 2020 )+Total Stockholders Equity (A: Dec. 2021 ))/ count )
=-61.2/( (3.81+309.634)/ 2 )
=-61.2/156.722
=-39.05 %

BTRS Holdings's annualized ROE % for the quarter that ended in Sep. 2022 is calculated as

ROE %=Net Income (Q: Sep. 2022 )/( (Total Stockholders Equity (Q: Jun. 2022 )+Total Stockholders Equity (Q: Sep. 2022 ))/ count )
=-84.836/( (272.806+251.78)/ 2 )
=-84.836/262.293
=-32.34 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

In the calculation of annual ROE %, the net income of the last fiscal year and the average total shareholder equity over the fiscal year are used. In calculating the quarterly data, the net income data used here is four times the quarterly (Sep. 2022) net income data. ROE % is displayed in the 30-year financial page.


BTRS Holdings  (NAS:BTRS) ROE % Explanation

ROE % measures the rate of return on the ownership interest (shareholder's equity) of the common stock owners. It measures a firm's efficiency at generating profits from every unit of shareholders' equity (also known as net assets or assets minus liabilities). ROE % shows how well a company uses investment funds to generate earnings growth. ROE %s between 15% and 20% are considered desirable.

The factors that affect a company's ROE % can be illustrated with the three-step DuPont Analysis:

ROE %(Q: Sep. 2022 )
=Net Income/Total Stockholders Equity
=-84.836/262.293
=(Net Income / Revenue )*(Revenue / Total Assets)*(Total Assets / Total Stockholders Equity)
=(-84.836 / 205.448)*(205.448 / 428.673)*(428.673 / 262.293)
=Net Margin %*Asset Turnover*Equity Multiplier
=-41.29 %*0.4793*1.6343
=ROA %*Equity Multiplier
=-19.79 %*1.6343
=-32.34 %

With this breakdown, it is clear that if a company grows its Net Profit Margin, its Asset Turnover, or its Leverage, it can grow its ROE %.

The factors that affect a company's ROE % can also be illustrated with the five-step DuPont Analysis:

ROE %(Q: Sep. 2022 )
=Net Income/Total Stockholders Equity
=-84.836/262.293
=(Net Income / Pre-Tax Income) * (Pre-Tax Income / Operating Income) * (Operating Income / Revenue) * (Revenue / Total Assets) * (Total Assets / Total Stockholders Equity)
= (-84.836 / -85.84) * (-85.84 / -72.34) * (-72.34 / 205.448) * (205.448 / 428.673) * (428.673 / 262.293)
= Tax Burden * Interest Burden * Operating Margin % * Asset Turnover * Equity Multiplier
= 0.9883 * 1.1866 * -35.21 % * 0.4793 * 1.6343
=-32.34 %

Note: The net income data used here is four times the quarterly (Sep. 2022) net income data. The Revenue data used here is four times the quarterly (Sep. 2022) revenue data. The same rule applies to Pre-Tax Income and Operating Income.
* In the five-step DuPont Analysis, Operating Income is only available for non-financial companies. Thus, for Insurance companies, we use EBIT as a substitution of Operating Income. For Banks, both Operating Income and EBIT is unavailable. Thus we combined Interest Burden and Operating Margin % into Pretax Margin %, and the DuPont Analysis is divided into four components instead.

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.


Be Aware

Net Income is used.

Because a company can increase its ROE % by having more financial leverage, it is important to watch the equity multiplier when investing in high ROE % companies. Like ROA %, ROE % is calculated with only 12 months data. Fluctuations in company's earnings or business cycles can affect the ratio drastically. It is important to look at the ratio from a long term perspective.

Asset light businesses require very few assets to generate very high earnings. Their ROE %s can be extremely high.


BTRS Holdings ROE % Related Terms

Thank you for viewing the detailed overview of BTRS Holdings's ROE % provided by GuruFocus.com. Please click on the following links to see related term pages.


BTRS Holdings (BTRS Holdings) Business Description

Traded in Other Exchanges
N/A
Address
1009 Lenox Drive, Suite 101, Lawrenceville, NJ, USA, 08648
BTRS Holdings Inc is a provider of cloud-based software and integrated payment processing solutions. It operates in two segments: Print, which is primarily responsible for printing customer invoices and optimizing the amount of time and costs associated with billing customers via mail; and Software & 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.
Executives
Andrew J Herning officer: Senior Vice President, Finance C/O BTRS HOLDINGS INC., 1009 LENOX DRIVE, SUITE 101, LAWRENCEVILLE NJ 08648
Jeanne O'connor officer: Chief Talent Officer C/O BTRS HOLDINGS INC., 1009 LENOX DRIVE #101, TRENTON NJ 08648
Joe Eng officer: Chief Information Officer C/O BTRS HOLDINGS INC., 1009 LENOX DRIVE, SUITE 101, LAWRENCEVILLE NJ 08648
Steven Pinado officer: President C/O BTRS HOLDINGS INC., 1009 LENOX DRIVE, SUITE 101, LAWRENCEVILLE NJ 08648
John Wicliffe Murray director C/O BTRS HOLDINGS INC., 1009 LENOX DRIVE, SUITE 101, LAWRENCEVILLE NJ 08648
Mark L Shifke officer: Chief Financial Officer C/O BTRS HOLDING INC., 1009 LENOX DRIVE, SUITE 101, LAWRENCEVILLE NJ 08648
Aimie Marie Killeen officer: Chief Legal Officer 3250 BRIARPARK, SUITE 400, HOUSTON TX 77042
Charles B. Bernicker director, officer: Chief Executive Officer 1000 CONTINENTAL DRIVE, SUITE 300, KING OF PRUSSIA PA 19406
Flint A. Lane director, 10 percent owner, officer: Chief Executive Officer C/O BTRS HOLDINGS INC., 1009 LENOX DRIVE, SUITE 101, LAWRENCEVILLE NJ 08648
Juli Spottiswood director 3250 BRIARPARK DRIVE, SUITE 400, HOUSTON TX 77042
Matthew C Harris director, 10 percent owner 1 BANK STREET, 2ND FLOOR, WILLIAMSTOWN MA 01267
Riverwood Capital Partners Ii L.p. 10 percent owner 70 WILLOW ROAD, SUITE 100, MENLO PARK CA 94025-3652
Bain Capital Venture Fund 2012, L.p. 10 percent owner C/O BAIN CAPITAL VENTURE PARTNERS, LLC, JOHN HANCOCK TOWER, 200 CLARENDON ST., BOSTON MA 02116
Clare Hart director DOW JONES & COMPANY, INC., 200 LIBERTY STREET, NEW YORK NY 10281
Riverwood Capital Ii L.p. 10 percent owner RIVERWOOD MANAGEMENT, 70, MENLO PARK CA 94025