SharpSpring, Inc.
Technology · Services-Prepackaged Software · DE · SEC filings ↗ · Compare ⊕
Financials
SEC XBRL · annual| FY20 | FY19 | FY18 | FY17 | FY16 | FY15 | |
|---|---|---|---|---|---|---|
| Revenue | $29.3M | $22.7M | $18.7M | $13.5M | $11.5M | $9.2M |
| Operating income | −$7.3M | −$10.3M | −$8.9M | −$7.0M | −$8.0M | −$9.8M |
| Net income | −$5.8M | −$12.4M | −$9.5M | −$4.7M | $5.0M | −$8.2M |
| Total assets | $56.7M | $38.0M | $24.0M | $21.7M | $25.3M | $21.2M |
| Total liabilities | $17.1M | $9.2M | $11.2M | $1.7M | $2.4M | $7.8M |
| Equity | $39.7M | $28.8M | $12.8M | $19.9M | $22.9M | $13.4M |
| EPS (diluted) | — | $-1.20 | $-1.11 | $-0.56 | $0.63 | $-1.30 |
| Shares out. | 11.5M | 8.6M | 8.4M | 8.4M | 7.3M | 5.5M |
Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.
Key ratios
from filings · FY2020- Operating margin
- −25.0%
- Net margin
- −19.9%
- Return on equity
- −14.7%
- Return on assets
- −10.3%
- Return on capital (ROCE)
- −15.2%
- Liabilities / assets
- 30.1%
- Debt / equity
- 0.43×
- Book value / share
- $3.44
- Revenue growth (YoY)
- 29.0%
- Net income growth (YoY)
- —
Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.
Financial health
forensic scores · FY2020- Altman Z″ (distress)
- 2.17grey zone
- Accruals / assets
- −5.3%clean
- Beneish M-Score
- -2.94normal
- Piotroski F-Score
- 4/9mixed
Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.
Quality score
EDS ScoreOur own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →
Signs
● 1 severe● 4 warning● 3 good- Filed a late-filing notice (Form NT) — missed an SEC deadline
- Operating losses (negative operating margin)
- Reported a net loss
- Negative operating cash flow
- Altman Z″ in the grey zone
- Revenue is growing year-over-year
- Conservative leverage (liabilities < 50% of assets)
- Clean earnings (low accruals)
Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.
Risk flags
late SEC filings- NT 10-Qmissed a reporting deadline ↗Nov 9, 2020
- NT 10-Qmissed a reporting deadline ↗Aug 11, 2020
- NT 10-Qmissed a reporting deadline ↗May 11, 2020
A Form NT means the company notified the SEC it would file a periodic report late — often an accounting, audit or liquidity warning sign. Also search SEC enforcement actions for this company.
Insider transactions
SEC Form 4 · most recent| Insider | Date | Type | Shares | Price |
|---|---|---|---|---|
| Miller Scott StewartDirector | Sep 1, 2021 | D | 674,458 | — |
| Jackson Aaron DavidOfficer — CFO | Sep 1, 2021 | D | 0 | — |
| Carlson Richard AlanOfficer — Chief Executive Officer | Sep 1, 2021 | D | 407,223 | — |
| Costi JasonDirector | Sep 1, 2021 | D | 469 | — |
| Singh SavneetDirector | Sep 1, 2021 | D | 2,082 | — |
| Buckel David A.Director | Sep 1, 2021 | D | 28,237 | — |
| Whitton TravisOfficer — Chief Technology Officer | Sep 1, 2021 | D | 9,568 | — |
| Huey Steven A.Director | Sep 1, 2021 | D | 17,761 | — |
| Sait Suaad HOfficer — President | Sep 1, 2021 | D | 0 | — |
| Carlson Richard AlanOfficer — Chief Executive Officer | Aug 26, 2021 | Option exercise | 88,291 | $4.74 |
| Costi JasonDirector | Jul 21, 2021 | Grant | 469 | $0.00 |
| Miller Scott StewartDirector | Jul 21, 2021 | Grant | 191 | $0.00 |
Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.
Material events
SEC Form 8-K · most recent- Terminated a material agreement · Completed an acquisition or disposition · Delisting / listing-standard notice · Modified shareholder rights · Change in control · Director / officer change · Amended charter or bylaws · Other material eventSep 1, 2021
- Shareholder voteAug 25, 2021
- Results of operationsAug 12, 2021
- Entered a material agreement · Other material eventJun 24, 2021
- Other material eventJun 23, 2021
- Director / officer change · Shareholder voteJun 22, 2021
- Results of operationsMay 13, 2021
- Director / officer changeApr 30, 2021
Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.
Recent SEC filings
All filings ↗- SC 13G/AAMENDMENT NO. 5Feb 14, 2022
- SC 13G/ASHARPSPRING 13G/AOct 8, 2021
- 15-12GSep 13, 2021
- S-8 POSSep 13, 2021
- 4PRIMARY DOCUMENTSep 3, 2021
- 4PRIMARY DOCUMENTSep 3, 2021
- 4PRIMARY DOCUMENTSep 3, 2021
- 4PRIMARY DOCUMENTSep 3, 2021
- 4PRIMARY DOCUMENTSep 3, 2021
- 4PRIMARY DOCUMENTSep 3, 2021
- 4PRIMARY DOCUMENTSep 3, 2021
- 4PRIMARY DOCUMENTSep 3, 2021
- 4PRIMARY DOCUMENTSep 3, 2021
- 25-NSESep 1, 2021
- 8-KPRIMARY DOCUMENTSep 1, 2021
Event-driven situations (1)
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