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Employees: 418
Size SmartRent (SMRT) is a United States Information Technology company (Computer Communications) with a market value of $305M, the 3101st largest of 3,117 United States companies the cockpit tracks. Shares closed at $1.59 on 6 Nov 2026.
Performance Over six months the shares gained 42.0%, against -14.7% for the median peer and -1.1% for the United States market (cap-weighted) — 2nd highest of 21 in its peer set.
Growth Revenue grew 3.5% over the last twelve months (peer median +6.4%); the operating margin is -12.1% (peer median 2.4%).
Valuation It trades at 1.4× enterprise value to sales against a peer median of 3.4× (7th cheapest of 21).
Price implies For today's price to make sense, revenue must grow about 37% a year for seven years (Req g). Recent delivered growth is +24%, so the hurdle is +14 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 23.9 points below its cost of capital (12.9% WACC).
Next results Next results expected around 10 Mar 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $157M | $152M | $175M | $237M | $168M |
| Revenue growth | — | -13% | -26% | +41% | — |
| Gross profit | $62.5M | $49.9M | $60.3M | $48.7M | $1.27M |
| EBITDA | -$10.3M | -$29.4M | -$26.5M | -$34.8M | -$93.2M |
| Net income | -$17.2M | -$60.6M | -$33.6M | -$34.6M | -$96.3M |
| Free cash flow | $3.82M | -$25.1M | -$34.7M | $5.83M | -$82.2M |
| Capital expenditure | $7.02M | $8.62M | $7.60M | $3.77M | $1.11M |
| Total debt | $5.03M | $7.41M | $8.12M | $0 | $0 |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | SMRT | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +37.1% | -13.0% | highest of 21 |
| 6-month return | +42.0% | -14.7% | 2nd highest of 21 |
| Distance from 52-week high | -27.7% | -34.3% | 6th highest of 21 |
| Revenue growth (TTM) | +3.5% | +6.4% | 7th lowest of 21 |
| Operating margin | -12.1% | 2.4% | 6th lowest of 21 |
| EV / Sales | 1.4× | 3.4× | 7th cheapest of 21 |
| Growth the price implies (Req g, 7 yrs) | 37.3% | 2.0% | 2nd most demanding of 12 |
| Growth delivered (Del g) | +23.7% | +3.8% | highest of 12 |
| Hurdle (Req g minus delivered) | +13.6 pp | +10.5 pp | 6th most demanding of 12 |
| ROIC minus cost of capital | -23.9 pp | -6.7 pp | 2nd lowest of 21 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | EV / Sales | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| SmartRent SMRT | United States | $305M | +42% | +4% | -12% | 1.4× | 37.3% | +23.7% |
| Kernex Microsystems India KERNEX.NS | India | $303M | +12% | +304% | 33% | 3.3× | n/a | n/a |
| Jiangsu Yunyong Electronics and Technology 688060.SS | China | $312M | -27% | +7% | -10% | 5.5× | n/a | n/a |
| Guangdong Anjubao Digital Technology 300155.SZ | China | $320M | -24% | -26% | -42% | 10.7× | n/a | n/a |
| SOLiD 050890.KS | South Korea | $321M | -57% | +10% | 10% | 1.4× | 2.0% | +11.5% |
| Guangdong Weide Information Technology 688171.SS | China | $334M | -48% | +39% | 2% | 13.4× | n/a | n/a |
| Beijing Transtrue Technology 002771.SZ | China | $334M | -28% | -43% | -18% | 7.0× | -0.5% | -11.0% |
| Dnake (Xiamen) Intelligent Technology 300884.SZ | China | $351M | -27% | +6% | -8% | 2.8× | n/a | n/a |
| Big Technologies BIG.L | United Kingdom | $353M | -14% | +7% | -36% | 3.8× | n/a | n/a |
| Yarward Electronics 301337.SZ | China | $360M | -16% | +20% | -10% | 6.6× | n/a | n/a |
| Zhongfu Information 300659.SZ | China | $384M | -24% | -28% | -27% | 4.1× | 35.0% | -6.1% |
| Wanma Technology 300698.SZ | China | $397M | -48% | +6% | 3% | 3.5× | 32.9% | +8.5% |
| Zyxel 3704.TW | Taiwan | $414M | -4% | +5% | 5% | 0.5× | -5.7% | +2.6% |
| Allot ALLT | United States | $422M | +10% | +14% | 7% | 3.0× | 23.1% | -5.6% |
| Beijing Bohui Science & Technology 688004.SS | China | $455M | +63% | -33% | -42% | 24.2× | 39.5% | -9.9% |
| Wuhan Ligong Guangke 300557.SZ | China | $461M | -28% | +3% | 5% | 3.6× | 31.7% | +11.1% |
| Cheng Uei Precision Industry 2392.TW | Taiwan | $499M | -8% | -10% | -12% | 0.6× | n/a | n/a |
| Sekisui Jushi 4212.T | Japan | $516M | +28% | +5% | 7% | 0.9× | 1.8% | +3.8% |
| Zero One Technology 3029.TW | Taiwan | $566M | +10% | +76% | 6% | 0.6× | -9.2% | +20.4% |
| Nippon Signal 6741.T | Japan | $645M | -3% | +10% | 11% | 0.7× | -7.9% | +4.2% |
| Guangdong Champion Asia Electronics 603386.SS | China | $670M | +3% | +15% | 3% | 2.1× | n/a | n/a |