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Cannae Holdings, Inc. CNNE
Consumer Cyclical - Restaurants - NYSE - US
Watchlist
$ 20.29
-0.685 %
$ 1.27 B
Market Cap
-3.01
P/E
1. INTRINSIC VALUE

Cannae Holdings, Inc. is a principal investment firm. The firm primarily invests in restaurants, technology enabled healthcare services, financial services and more. It takes both minority and majority stakes. Cannae Holdings, Inc. is based in Las Vegas, Nevada.[ Read More ]

The intrinsic value of one CNNE stock under the base case scenario is HIDDEN Compared to the current market price of 20.3 USD, Cannae Holdings, Inc. is HIDDEN

CNNE Intrinsic Value
HIDDEN
SHOW
2. FUNDAMENTAL ANALYSIS

Price Chart CNNE

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FINANCIALS
570 M REVENUE
-13.91%
Growth Rates
1Year -13.91%
3Years -0.90%
5Years -13.91%
7Years -9.86%
10Years -9.20%
-119 M OPERATING INCOME
17.77%
Growth Rates
1Year 17.77%
3Years 14.24%
5Years 4.52%
7Years -76.82%
10Years -13.01%
-313 M NET INCOME
27.05%
Growth Rates
1Year 27.05%
3Years -5.62%
5Years -96.86%
7Years -59.56%
10Years -27.78%
-87.8 M OPERATING CASH FLOW
57.19%
Growth Rates
1Year 57.19%
3Years 8.31%
5Years -30.84%
7Years -13.70%
10Years 0.00%
53.1 M INVESTING CASH FLOW
-89.81%
Growth Rates
1Year -89.81%
3Years 39.52%
5Years -22.23%
7Years 12.75%
10Years 0.00%
-107 M FINANCING CASH FLOW
30.74%
Growth Rates
1Year 30.74%
3Years -8.63%
5Years -4.33%
7Years -26.33%
10Years 0.00%
114 M REVENUE
-3.47%
Growth Rates
1Year -13.91%
3Years -0.90%
5Years -13.91%
7Years -9.86%
10Years -9.20%
-111 M OPERATING INCOME
-383.04%
Growth Rates
1Year 17.77%
3Years 14.24%
5Years 4.52%
7Years -76.82%
10Years -13.01%
-19.4 M NET INCOME
87.48%
Growth Rates
1Year 27.05%
3Years -5.62%
5Years -96.86%
7Years -59.56%
10Years -27.78%
-40.3 M OPERATING CASH FLOW
-560.66%
Growth Rates
1Year 57.19%
3Years 8.31%
5Years -30.84%
7Years -13.70%
10Years 0.00%
63 M INVESTING CASH FLOW
8.62%
Growth Rates
1Year -89.81%
3Years 39.52%
5Years -22.23%
7Years 12.75%
10Years 0.00%
92.3 M FINANCING CASH FLOW
138.39%
Growth Rates
1Year 30.74%
3Years -8.63%
5Years -4.33%
7Years -26.33%
10Years 0.00%
Balance Sheet Decomposition Cannae Holdings, Inc.
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Current Assets 177 M
Cash & Short-Term Investments 122 M
Receivables 0
Other Current Assets 55.5 M
Non-Current Assets 2.51 B
Long-Term Investments 2.01 B
PP&E 202 M
Other Non-Current Assets 298 M
Current Liabilities 108 M
Accounts Payable 27 M
Short-Term Debt 16.4 M
Other Current Liabilities 64.1 M
Non-Current Liabilities 270 M
Long-Term Debt 245 M
Other Non-Current Liabilities 25.3 M
EFFICIENCY
Earnings Waterfall Cannae Holdings, Inc.
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Revenue 570 M
Cost Of Revenue 494 M
Gross Profit 76.1 M
Operating Expenses 195 M
Operating Income -119 M
Other Expenses 194 M
Net Income -313 M
RATIOS
13.35% GROSS MARGIN
13.35%
Averages
1Year 13.35%
3Years 8.03%
5Years 4.93%
7Years 4.96%
10Years 6.43%
-20.86% OPERATING MARGIN
-20.86%
Averages
1Year -20.86%
3Years -20.23%
5Years -20.58%
7Years -17.43%
10Years -12.36%
-54.98% NET MARGIN
-54.98%
Averages
1Year -54.98%
3Years -46.82%
5Years 36.90%
7Years 28.01%
10Years 21.03%
-13.48% ROE
-13.48%
Averages
1Year -13.48%
3Years -11.09%
5Years 5.67%
7Years 5.87%
10Years 3.72%
-11.66% ROA
-11.66%
Averages
1Year -11.66%
3Years -9.59%
5Years 4.04%
7Years 4.20%
10Years 2.70%
-3.07% ROIC
-3.07%
Averages
1Year -3.07%
3Years -3.36%
5Years -3.97%
7Years -4.10%
10Years -2.50%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Cannae Holdings, Inc.
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Net Income -313 M
Depreciation & Amortization 38.3 M
Capital Expenditures -10 M
Stock-Based Compensation 3.5 M
Change in Working Capital -131 M
Others 203 M
Free Cash Flow -97.8 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Cannae Holdings, Inc.
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CNNE has no price targets from Wall Street.
4. DIVIDEND ANALYSIS
0.62% DIVIDEND YIELD
0 USD DIVIDEND PER SHARE
5. COMPETITION

BrightSphere Investment Group Inc. is a publically owned asset management holding company. The firm provides its services to individuals and institutions.

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-1.93 USD
BSIG
Overvalued 106.52%

Adtalem Global Education Inc. provides workforce solutions worldwide. It operates through three segments, Chamberlain, Walden, and Medical and Veterinary. The Chamberlain segment offers degree and non-degree programs in the nursing and health professions postsecondary education industry.

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81.6 USD
ATGE
Overvalued 6.39%

Hamilton Lane Incorporated is an investment firm specializing in direct and fund of fund investments. It provides following services: separate accounts (customized to each individual client and structured as single client vehicles); specialized strategies (fund-of-funds, secondaries, co-investments, taft-hartley, distribution management); advisory relationships (including due diligence, strategic portfolio planning, monitoring and reporting services); and reporting and analytics solutions.

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107 USD
HLNE
Overvalued 44.45%

ConnectOne Bancorp, Inc. operates as the bank holding company for ConnectOne Bank that provides commercial banking products and services for small and mid-sized businesses, local professionals, and individuals in the Northern New Jersey and New York Metropolitan area, and South Florida market.

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15.8 USD
CNOB
Overvalued 41.82%
6. Ownership
Insider Ownership Cannae Holdings, Inc.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
499 K USD 1
6-9 MONTHS
3.13 M USD 1
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
5 months ago
May 24, 2024
Sell 499 K USD
Massey Richard N
Director
- 25752
 19.38 USD
7 months ago
Apr 17, 2024
Sell 589 K USD
Massey Richard N
Chief Executive Officer
- 30000
 19.63 USD
7 months ago
Apr 09, 2024
Sell 1.04 M USD
Massey Richard N
Chief Executive Officer
- 50000
 20.8213 USD
7 months ago
Apr 10, 2024
Sell 1.03 M USD
Massey Richard N
Chief Executive Officer
- 50000
 20.6 USD
7 months ago
Apr 05, 2024
Sell 474 K USD
Massey Richard N
Chief Executive Officer
- 23050
 20.5675 USD
1 year ago
Sep 26, 2023
Bought 933 K USD
Massey Richard N
Chief Executive Officer
+ 50000
 18.664 USD
1 year ago
May 12, 2023
Bought 901 K USD
Massey Richard N
Chief Executive Officer
+ 50000
 18.0123 USD
2 years ago
May 17, 2022
Sell 552 K USD
Cannae Holdings, Inc.
Director
- 50000
 11.0411 USD
2 years ago
May 18, 2022
Sell 120 K USD
Cannae Holdings, Inc.
Director
- 10602
 11.3165 USD
2 years ago
May 19, 2022
Sell 243 K USD
Cannae Holdings, Inc.
Director
- 22079
 11.0076 USD
2 years ago
Apr 18, 2022
Bought 23.1 K USD
MOULLET BARRY B
director:
+ 1000
 23.064 USD
2 years ago
Apr 14, 2022
Bought 23.5 K USD
MOULLET BARRY B
director:
+ 1000
 23.5 USD
2 years ago
Apr 11, 2022
Bought 47 K USD
MOULLET BARRY B
director:
+ 2000
 23.5 USD
2 years ago
Apr 04, 2022
Bought 485 K USD
Massey Richard N
Chief Executive Officer
+ 20000
 24.2427 USD
2 years ago
Mar 07, 2022
Bought 23.6 K USD
MOULLET BARRY B
director:
+ 1000
 23.65 USD
2 years ago
Mar 07, 2022
Bought 24.5 K USD
MOULLET BARRY B
Director
+ 1000
 24.5 USD
2 years ago
Mar 07, 2022
Bought 24.7 K USD
MOULLET BARRY B
Director
+ 1000
 24.669 USD
2 years ago
Feb 23, 2022
Bought 51 K USD
MOULLET BARRY B
Director
+ 2000
 25.51 USD
2 years ago
Feb 24, 2022
Bought 123 K USD
Massey Richard N
Chief Executive Officer
+ 5000
 24.5692 USD
2 years ago
Feb 22, 2022
Bought 264 K USD
Massey Richard N
Chief Executive Officer
+ 10000
 26.4 USD
3 years ago
Jun 09, 2021
Bought 34.8 K USD
Coy Bryan D.
Chief Financial Officer
+ 1000
 34.824 USD
3 years ago
May 12, 2021
Bought 360 K USD
Massey Richard N
Chief Executive Officer
+ 10000
 35.9621 USD
3 years ago
May 12, 2021
Bought 35.8 K USD
Coy Bryan D.
Chief Financial Officer
+ 1000
 35.83 USD
3 years ago
Mar 12, 2021
Bought 39.1 K USD
Coy Bryan D.
Chief Financial Officer
+ 1000
 39.1 USD
3 years ago
Feb 24, 2021
Bought 398 K USD
Massey Richard N
Chief Executive Officer
+ 10000
 39.7836 USD
3 years ago
Dec 08, 2020
Bought 635 K USD
Massey Richard N
Chief Executive Officer
+ 15000
 42.33 USD
4 years ago
Aug 24, 2020
Bought 185 K USD
Massey Richard N
Chief Executive Officer
+ 5000
 36.95 USD
4 years ago
Jun 15, 2020
Bought 562 K USD
WILLEY FRANK P
Director
+ 15000
 37.5 USD
4 years ago
Jun 15, 2020
Bought 5 M USD
MARTIRE FRANK R
Director
+ 133333
 37.5 USD
4 years ago
Jun 15, 2020
Bought 250 K USD
Gravelle Michael L
Executive Vice President
+ 6667
 37.5 USD
4 years ago
Jun 15, 2020
Bought 1 M USD
BICKETT BRENT B
President
+ 26667
 37.5 USD
4 years ago
Jun 15, 2020
Bought 1 M USD
Cox Richard L.
Executive Vice President & CFO
+ 26667
 37.5 USD
4 years ago
Jun 15, 2020
Bought 500 K USD
Meinhardt Erika
Director
+ 13333
 37.5 USD
4 years ago
Jun 15, 2020
Bought 1 M USD
Massey Richard N
Director
+ 26667
 37.5 USD
4 years ago
Mar 13, 2020
Bought 617 K USD
Massey Richard N
Director
+ 20000
 30.87 USD
4 years ago
Dec 06, 2019
Bought 100 K USD
Gravelle Michael L
Executive Vice President
+ 3030
 33 USD
4 years ago
Dec 06, 2019
Bought 165 K USD
WILLEY FRANK P
Director
+ 5000
 33 USD
4 years ago
Dec 06, 2019
Bought 248 K USD
Harris Hugh R
Director
+ 7500
 33 USD
4 years ago
Dec 06, 2019
Bought 2 M USD
MARTIRE FRANK R
Director
+ 60606
 33 USD
4 years ago
Dec 06, 2019
Bought 264 K USD
Meinhardt Erika
Director
+ 8000
 33 USD
5 years ago
Oct 08, 2019
Bought 117 K USD
Massey Richard N
Director
+ 4235
 27.54 USD
5 years ago
Oct 07, 2019
Bought 159 K USD
Massey Richard N
Director
+ 5765
 27.5265 USD
5 years ago
Sep 20, 2019
Bought 11.7 K USD
Cox Richard L.
Executive Vice President & CFO
+ 430
 27.14 USD
5 years ago
Sep 20, 2019
Bought 5.43 K USD
Cox Richard L.
Executive Vice President & CFO
+ 200
 27.13 USD
5 years ago
Sep 20, 2019
Bought 23.8 K USD
Cox Richard L.
Executive Vice President & CFO
+ 881
 27.042 USD
5 years ago
Sep 20, 2019
Bought 59.2 K USD
Cox Richard L.
Executive Vice President & CFO
+ 2188
 27.035 USD
5 years ago
Aug 29, 2019
Bought 570 K USD
Massey Richard N
Director
+ 20000
 28.4905 USD
5 years ago
May 13, 2019
Bought 503 K USD
Massey Richard N
Director
+ 20000
 25.15 USD
5 years ago
Dec 04, 2018
Bought 170 K USD
Massey Richard N
Director
+ 10000
 16.9961 USD
5 years ago
Nov 21, 2018
Bought 140 K USD
Holland C Malcolm III
Director
+ 8058
 17.3604 USD
5 years ago
Nov 21, 2018
Bought 33.8 K USD
Holland C Malcolm III
Director
+ 1942
 17.3898 USD
6 years ago
Nov 16, 2018
Bought 450 K USD
Cox Richard L.
Executive Vice President & CFO
+ 25000
 18 USD
6 years ago
Nov 15, 2018
Bought 449 K USD
Massey Richard N
Director
+ 25000
 17.97 USD
6 years ago
Aug 15, 2018
Bought 729 K USD
Massey Richard N
Director
+ 39000
 18.699 USD
6 years ago
May 23, 2018
Bought 99.5 K USD
Harris Hugh R
Director
+ 5000
 19.905 USD
6 years ago
May 23, 2018
Bought 99.4 K USD
Harris Hugh R
Director
+ 5000
 19.8781 USD
6 years ago
May 23, 2018
Bought 99.1 K USD
Harris Hugh R
Director
+ 5000
 19.8234 USD
7. News
Can Cannae (CNNE) Climb 35.44% to Reach the Level Wall Street Analysts Expect? The mean of analysts' price targets for Cannae (CNNE) points to a 35.4% upside in the stock. While this highly sought-after metric has not proven reasonably effective, strong agreement among analysts in raising earnings estimates does indicate an upside in the stock. zacks.com - 1 day ago
Cannae Holdings, Inc. (CNNE) Q3 2024 Earnings Call Transcript Cannae Holdings, Inc. (NYSE:CNNE ) Q3 2024 Earnings Conference Call November 12, 2024 5:00 PM ET Company Participants Jamie Lillis - Solebury Strategic Communications Ryan Caswell - Chief Executive Officer Bryan Coy - Chief Financial Officer Conference Call Participants Kenneth Lee - RBC Capital Markets John Campbell - Stephens Ian Zaffino - Oppenheimer Operator Good afternoon, ladies and gentlemen, and welcome to the Cannae Holdings Third Quarter 2024 Financial Results Conference Call. During today's presentation, all parties will be in a listen-only mode. seekingalpha.com - 4 days ago
Cannae Holdings, Inc. (CNNE) Reports Q3 Loss, Tops Revenue Estimates Cannae Holdings, Inc. (CNNE) came out with a quarterly loss of $0.22 per share versus the Zacks Consensus Estimate of a loss of $0.34. This compares to loss of $2.18 per share a year ago. zacks.com - 4 days ago
Cannae Holdings, Inc. Announces Third Quarter 2024 Financial Results LAS VEGAS--(BUSINESS WIRE)--Cannae Holdings, Inc. (NYSE: CNNE) (“Cannae” or the “Company”) has released its third quarter 2024 financial results by posting them to its website. Please visit the Cannae website at www.cannaeholdings.com to view the third quarter 2024 financial results, which are included in its Letter to Shareholders. Conference Call As previously announced, Cannae will host a conference call, today, November 12, 2024 at 5:00pm (Eastern Time), to discuss its third quarter 2024 re. businesswire.com - 4 days ago
Cannae Holdings, Inc. and KDSA to Acquire Majority Stake in The Watkins Company LAS VEGAS--(BUSINESS WIRE)--Cannae Holdings, Inc. (NYSE: CNNE) (“Cannae” or the “Company”) in partnership with KDSA Investment Partners (“KDSA”) announced today an agreement to acquire a majority stake in The Watkins Company (“Watkins”), a 156-year-old American heritage brand renowned for its high-quality flavoring products. This strategic investment aims to leverage the strengths of both Cannae and KDSA to drive growth and innovation for Watkin's fast-growing portfolio of flavoring products in. businesswire.com - 1 month ago
Cannae Holdings, Inc. and KDSA to Acquire Majority Stake in The Watkins Company WINONA, Minn.--(BUSINESS WIRE)--Cannae Holdings, Inc. (NYSE: CNNE) (“Cannae” or the “Company”) in partnership with KDSA Investment Partners (“KDSA”) announced today an agreement to acquire a majority stake in The Watkins Company (“Watkins”), a 156-year-old American heritage brand renowned for its high-quality flavoring products. This strategic investment aims to leverage the strengths of both Cannae and KDSA to drive growth and innovation for Watkins' fast-growing portfolio of flavoring product. businesswire.com - 1 month ago
Cannae Holdings: Invest Along With Bill Foley At A Big Discount To NAV Cannae Capital is a holding company founded by Bill Foley, offering a chance to invest alongside him at a discount to fair value. Strategies to close the valuation gap include share buybacks, dividends, IPO market revival, better NAV performance, spin-offs, or a potential buyer. Recent changes include a new quarterly dividend policy to reduce the discount to NAV. seekingalpha.com - 3 months ago
Cannae Holdings, Inc. (CNNE) Q2 2024 Earnings Call Transcript Cannae Holdings, Inc. (NYSE:CNNE ) Q2 2024 Results Conference Call August 8, 2024 5:00 PM ET Company Participants Jamie Lillis - Solebury Strategic Communications Ryan Caswell - Chief Executive Officer Bryan Coy - Chief Financial Officer Conference Call Participants Jonathan Bass - Stephens Ian Zaffino - Oppenheimer Kenneth Lee - RBC Capital Markets Operator Good afternoon, ladies and gentlemen, and welcome to the Cannae Holdings, Inc. Second Quarter 2024 Financial Results Conference Call. During today's presentation, all parties will be in a listen-only mode. seekingalpha.com - 3 months ago
Cannae Holdings, Inc. (CNNE) Reports Q2 Loss, Tops Revenue Estimates Cannae Holdings, Inc. (CNNE) came out with a quarterly loss of $0.16 per share versus the Zacks Consensus Estimate of a loss of $0.29. This compares to loss of $1.16 per share a year ago. zacks.com - 3 months ago
New Strong Sell Stocks for August 1st CNNE, LPG and JAPSY have been added to the Zacks Rank #5 (Strong Sell) List on August 1, 2024. zacks.com - 3 months ago
New Strong Sell Stocks for July 29th CNNE, CRGY and FSUGY have been added to the Zacks Rank #5 (Strong Sell) List on July 29, 2024. zacks.com - 3 months ago
New Strong Sell Stocks for July 10th ASEKY, CNNE and GHI have been added to the Zacks Rank #5 (Strong Sell) List on July 10, 2024. zacks.com - 4 months ago
8. Profile Summary

Cannae Holdings, Inc. CNNE

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COUNTRY US
INDUSTRY Restaurants
MARKET CAP $ 1.27 B
Dividend Yield 0.62%
Description Cannae Holdings, Inc. is a principal investment firm. The firm primarily invests in restaurants, technology enabled healthcare services, financial services and more. It takes both minority and majority stakes. Cannae Holdings, Inc. is based in Las Vegas, Nevada.
Contact 1701 Village Center Circle, Las Vegas, NV, 89134-6368 https://www.cannaeholdings.com
IPO Date Nov. 20, 2017
Employees 7741
Officers Mr. Michael Louis Gravelle Executive Vice President, General Counsel & Corporate Secretary Brett A. Correia Chief Accounting Officer Mr. Peter Tadeusz Sadowski Executive Vice President & Chief Legal Officer Mr. Ryan Richard Caswell President Mr. Bryan D. Coy Executive Vice President & Chief Financial Officer Mr. William Patrick Foley II Chief Executive Officer, Chief Investment Officer & Chairman