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Smartsheet

SMAR
$56.47
▲ +8%since Benson's first pick

Market price data through January 21, 2025.

Performance

Aug 2021 – Jan 2025

Benson's first pick
$21$44$66$88Aug 2021Jun 2022Apr 2023Mar 2024Jan 2025Benson picked · $51.21
Model signal
Buy
What Benson's model currently says about this stock.
Benson rating
4.4 / 5
Benson's overall conviction in this stock right now.
Risk
Low risk
How bumpy the ride tends to be with this stock.

Track record

How this pick has done since Benson first called it.

Benson Return
+8%
How much this stock is up since Benson first picked it — measured from the price at the time of that first pick, not from today.
First pick price
~$52
Roughly what one share cost when Benson first picked this stock. This is the starting line for the Benson Return.
Tracking since
September 2024
The month this stock first became a Benson pick.
Tracking duration
22 months
How long Benson has been tracking this pick.

About Smartsheet

Smartsheet offers cloud-based tools for teamwork and project management. Used by most top Fortune 500 companies, it's known for making work easier and more efficient, with customers often seeing big returns on their investment.

The case for and against

Both sides of the story, in plain English.

Bull case
  • Stellar Sales Spike and Robust Reserves:

    Sales surged 26% to $235.6M, while significantly growing its high-value customer base by 36% YOY, all underpinned by a robust financial base with $549M in cash and zero debt.

  • Investing for the Future:

    Smartsheet's substantial R&D investment, constituting 25% of sales, aims for future growth and innovation, contributing to a -15% net income margin as it strategically positions ahead of competitors.

Bear case
  • Competitive Heat in the Market:

    Smartsheet navigates a tough arena with strong rivals like Asana, Monday.com, Atlassian, and Airtable in the project-management software space.

  • Pricey Stock, Big Risks:

    Smartsheet's high stock price compared to its earnings means it could see big swings in value.

Other companies we track

How to read this page

This automated research summary uses Financial Modeling Prep market data through 2025-01-21. Model signals, scores, and risk labels can change and may be incomplete or wrong.

Learn how to research a stockRead the research methodology

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