SmartRent, Inc.

NYSE•SMRT

CEO: Mr. Isaiah Derose-Wilson

セクター: Technology

業種: Software - Application

上場日: 2021-08-25

SmartRent, Inc., an enterprise real estate technology company, provides management software and applications to rental property owners and operators, property managers, homebuilders, developers, and residents in the United States and internationally. Its smart building hardware and cloud-based software-as-a-service solutions are designed to enhance visibility and control their real estate assets while providing all-in-one home control offerings for residents. The company's products and solutions include smart apartments and homes, access control for buildings, common areas, rental units, asset protection and monitoring, self-guided tours, parking management, and community and resident Wi-Fi. It also offers professional services to customers, which include training, installation, and support services. The company was founded in 2017 and is headquartered in Scottsdale, Arizona.

連絡先情報

8665 East Hartford Drive, Suite 200, Scottsdale, AZ, 85255, United States

844-479-1555

smartrent.com

時価総額

$331.10M

PER (TTM)

-5.5

36.1

配当利回り

52週高値

$2.20

52週安値

$0.67

52週レンジ

71%

順位56Top 81.7%

2.5

F-Score

改良版 Piotroski 分析

6年ファンダメンタル

弱い • 2.5 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2020-2025

財務ダッシュボード

Q4 2025 データ

売上高

$36.47M+0.00%

直近4四半期の推移

EPS

-$0.02+0.00%

直近4四半期の推移

フリーCF

$32.78M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Units Deployed Growth Total units reached 890.9K, up 10% from 809.5K in 2024, reflecting continued expansion of the installed base across rental properties.

SaaS Revenue Increase SaaS revenue grew to 57.8M USD, up 12% from 51.6M USD in 2024, driven by higher aggregate units deployed and subscription growth.

Professional Services ARPU Growth Professional services ARPU rose to 413 USD, up 20% from 344 USD in 2024, demonstrating improved pricing effectiveness for installation services.

リスク要因

Net Loss Expansion Net loss widened to 60.6M USD in 2025 from 33.6M USD in 2024, primarily due to goodwill impairment and increased operating costs.

Revenue Decline Trend Total revenue fell to 152.3M USD, down 13% from 174.9M USD in 2024, driven by a 35% decrease in hardware units shipped.

Goodwill Impairment Charge Recorded 24.9M USD goodwill impairment charge in 2025, reflecting a significant decrease in market capitalization and indicators of asset value decline.

Supply Chain Dependency Risk Reliance on limited third-party suppliers for critical components like Z-wave chips poses risks of production delays and increased costs for hardware.

見通し

Platform Innovation Focus Investing in AI-powered intelligence and energy management tools to enhance platform capabilities, improve operational efficiency, and drive future revenue growth.

Strategic Market Expansion Targeting growth in single-family rentals, student housing, and commercial real estate sectors to diversify revenue streams beyond traditional multifamily residential markets.

Operational Efficiency Goals Prioritizing cost structure management and scalable sales team development to achieve future profitability while maintaining high-quality service and support standards.

同業比較

売上高 (TTM)

UIS

$1.95B

-2.9%

EGHT

$727.55M

+1.6%

WALD

$514.94M

+48.5%

粗利益率 (最新四半期)

TRAK

85.4%

+1.5pp

ONTF

74.9%

+0.5pp

ASUR

69.2%

-3.4pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
OCFT	$8.60B	-2.9	-25.5%	0.6%
FRGE	$623.01M	-9.6	-29.8%	1.8%
ONTF	$341.98M	-11.8	-19.6%	2.4%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

-4.1%

横ばい

4四半期純利益CAGR

N/M

収益構造の変化

キャッシュフロー安定性

25%

キャッシュフローに注意が必要

深度リサーチ

次回決算:2026年5月5日

EPS:-

売上高:-

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし