TaskUs: A Return To Growth But Margins Are Under Pressure [Seeking Alpha]
TaskUs, Inc. - Class A (TASK)
Company Research
Source: Seeking Alpha
Shares are down nearly 10% since Q2 earnings, which saw the company return to organic growth. Margins however are expected to decline due to increased investments and a more competitive environment. According to me, the current valuation of 9.4 times FCF does not offer a sufficient margin of safety given the multiple risks that I have identified. relif/iStock via Getty Images Investment thesis Q2 marked TaskUs's ( NASDAQ: TASK ) first quarter of organic growth since Q4 2022 . Management's guidance points to a continued improvement in growth for the next two quarters. However margins are expected to decline as a consequence of rising competition and increased investments. While I recognize the rationale behind the higher near-term investments to drive future growth, and have factored this into my valuation model, I do not find the current valuation to be attractive at a Price/FCF of 9.4. Given the elevated levels of stock-based compensation (SBC) as well as the numerous risk
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TASK
News
- Reality Defender Partners with TaskUs to Expand Deepfake Detection to Content Moderation Teams and Call Centers [Yahoo! Finance]Yahoo! Finance
- TaskUs Third Quarter 2024 Earnings: Beats Expectations [Yahoo! Finance]Yahoo! Finance
- TaskUs Inc (TASK) Q3 2024 Earnings Call Highlights: Record Revenue and Strategic Growth Amidst ... [Yahoo! Finance]Yahoo! Finance
- TaskUs (TASK) Q3 2024 Earnings Call Transcript [Yahoo! Finance]Yahoo! Finance
- TaskUs Announces Fiscal Third Quarter 2024 ResultsBusiness Wire
TASK
Earnings
- 11/7/24 - Beat
TASK
Sec Filings
- 11/13/24 - Form 4
- 11/12/24 - Form 144
- 11/7/24 - Form IRANNOTICE
- TASK's page on the SEC website