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Smart Global Holdings Inc

SGH $30.08 -1.0  -3.3%
14/12/18

Momentum
Relative Strength (%)
1m
3m
1yr
Volume Change (%)
10d v 3m
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52w High
50d MA
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market
vs.
industry
Growth & Value
Margin of Safety (beta)
Screens Passed
Balance Sheet · Income Statement · Cashflow Financial Summary
Year End 31st Aug 2013 2014 2015 2016 2017 2018 2019E 2020E CAGR / Avg
Revenue $m
Operating Profit $m
Net Profit $m
EPS Reported $
EPS Normalised $
EPS Growth %
PE Ratio x
PEG x
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Cashflow
Op. Cashflow ps $
Capex ps $
Free Cashflow ps $
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Dividend Yield %
Dividend Cover x
Balance Sheet
Cash etc $m
Working Capital $m
Net Fixed Assets $m
Net Debt $m
Book Value $m
Average Shares m
Book Value ps $ +2.1%

FINANCIAL BRIEF: For the fiscal year ended 31 August 2018, Smart Global Holdings Inc revenues increased 69% to $1.29B. Net income totaled $119.5M vs. loss of $7.8M. Revenues reflect Brazil segment increase of 100% to $798.3M, U.S segment increase of 45% to $203.4M. Net Income reflects Loss on extinguishment of debt decrease from $16.6M (expense) to $0K, Interest expense, net decrease of 34% to $19.1M (expense). more »

Health Trend
Bankruptcy Risk
  Earnings Manipulation Risk
Magic Formula Score
A+
A+
Other Ratios
Leverage (ttm) Total -Intang +Pension
Gross Gearing %
Net Gearing %
Cash / Assets %
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market
vs.
industry
Recent History
Latest interim period (ended 31st Aug '18) vs. prior year
Sales Growth %
EPS Growth %
3yr Compound Annual Growth Rate
Sales Growth %
EPS Growth %
DPS Growth %

Broker Forecasts
31st Aug 2019
31st Aug 2020

Price Target: $57.0
(+89.51% above Price)
Net Profit EPS DPS Net Profit EPS DPS
Est. Long Term Growth Rate: +69.8% ($) ($) ($) ($) ($) ($)
Consensus Estimate
1m Change
3m Change
4 brokers Broker Consensus Trend
Broker Recommendations for Smart Global Holdings Inc
Recommendation:Strong SellSellHoldBuyStrong Buy
No. of Analysts: 0 0 0 2 4

Named Brokers and Analysts
Deutsche Bank , Roth Capital Partners, Inc. Suji Desilva , Stifel Nicolaus and Company, Incorporated Kevin Cassidy , Needham & Company Inc. Rajvindra Gill , Jefferies Mark Lipacis , Barclays ,

Profile Summary

Smart Global Holdings Inc. is a holding company. The Company through its subsidiaries provides specialty memory solutions. The Company manufactures memory for desktops, notebooks, servers and mobile memory for smartphones. The Company also serves original equipment manufacturer (OEM), customers to develop memory solutions. The Company also provides customized, integrated supply chain services to certain OEM customers to assist them in the management and execution of their procurement processes. The Company offers its products and services under a range of categories including dynamic random-access memory (DRAM) components, DRAM modules, flash components, mobile memory and supply chain services. The Company offers a range of DRAM modules including DIMMs, nonvolatile DIMMs, load reducing DIMMs, registered DIMMs, unbuffered DIMMs, small outline DIMMs, and mini-DIMMs.

Directors: Ajay Shah (CHM) 58, Iain MacKenzie (PRE) 59, Jack Pacheco (CFO) 57, KiWan Kim (SVP) 55, Alan Marten (SVP) 58, Bruce Goldberg (CCO) 61, Kenneth Hao (DRC) 49, Bryan Ingram (DRC) , Paul Mercadante (DRC) 57, Jason White (DRC) 36, Randy Furr (IND) 63,

No. of Employees: 1,538 No. of Shareholders: n/a


Last Annual August 31st, 2018
Last Interim August 31st, 2018
Public Since May 24, 2017
Shares in Issue 22,605,548
Free Float 12.5m (55.2%)
Sector Technology
Industry Semiconductors & Semiconductor Equipment
Index Nasdaq Composite ,
Exchange NASDAQ Global Select Market
Eligible for an ISA? a SIPP?

SGH Share Price Performance SGHQuote
$30.08
-1.0  -3.3%
Traded 9:00pm · Minimum 15 min delayed · NMS:

Latest SGH News Announcements (delayed)

Upcoming SGH Events
Tuesday 8th January, 2019
Q1 2019 Smart Global Holdings Inc Earnings Release
Tuesday 8th January, 2019
Q1 2019 Smart Global Holdings Inc Earnings Call
Tuesday 15th January, 2019
Smart Global Holdings Inc at Needham Growth Conference

Recent ↓
Wednesday 5th December, 2018
Smart Global Holdings Inc at Barclays Global Technology, Media and Telecommunications Conference
Wednesday 14th November, 2018
Smart Global Holdings Inc at ROTH Technology Corporate Access Day
Friday 5th October, 2018
Q4 2018 Smart Global Holdings Inc Earnings Release
Thursday 4th October, 2018
Q4 2018 Smart Global Holdings Inc Earnings Call
Wednesday 12th September, 2018
Smart Global Holdings Inc at Deutsche Bank Technology Conference
Thursday 21st June, 2018
Q3 2018 Smart Global Holdings Inc Earnings Call
Thursday 21st June, 2018
Q3 2018 Smart Global Holdings Inc Earnings Release
Thursday 22nd March, 2018
Q2 2018 Smart Global Holdings Inc Earnings Call
Thursday 22nd March, 2018
Q2 2018 Smart Global Holdings Inc Earnings Release
Thursday 18th January, 2018
Smart Global Holdings Inc at Needham Growth Conference
Thursday 21st December, 2017
Q1 2018 Smart Global Holdings Inc Earnings Call
Thursday 21st December, 2017
Q1 2018 Smart Global Holdings Inc Earnings Release
Wednesday 6th December, 2017
Smart Global Holdings Inc at Barclays Global Technology, Media and Telecommunications Conference
Thursday 28th September, 2017
Q4 2017 Smart Global Holdings Inc Earnings Call
Wednesday 13th September, 2017
Smart Global Holdings Inc at Deutsche Bank Technology Conference
Wednesday 6th September, 2017
Smart Global Holdings Inc at ROTH Datacenter and Intelligent Infrastructure Corporate Access Day
Wednesday 30th August, 2017
Smart Global Holdings Inc at Jefferies Semi, Hardware and Communications Infrastructure Summit
Thursday 22nd June, 2017
Q3 2017 Smart Global Holdings Inc Earnings Call
Thursday 22nd June, 2017
Q3 2017 Smart Global Holdings Inc Earnings Release
Tuesday 23rd May, 2017
SMART Global Holdings Inc Initial Public Offering Pricing


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