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Upturn AI SWOT - About
Olo Inc (OLO)
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Upturn Advisory Summary
04/01/2025: OLO (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -56.2% | Avg. Invested days 31 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.02B USD | Price to earnings Ratio - | 1Y Target Price 8.9 |
Price to earnings Ratio - | 1Y Target Price 8.9 | ||
Volume (30-day avg) 1475930 | Beta 1.42 | 52 Weeks Range 4.20 - 8.35 | Updated Date 04/1/2025 |
52 Weeks Range 4.20 - 8.35 | Updated Date 04/1/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -0.01 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -0.32% | Operating Margin (TTM) -7.72% |
Management Effectiveness
Return on Assets (TTM) -2.37% | Return on Equity (TTM) -0.13% |
Valuation
Trailing PE - | Forward PE 22.37 | Enterprise Value 655987040 | Price to Sales(TTM) 3.58 |
Enterprise Value 655987040 | Price to Sales(TTM) 3.58 | ||
Enterprise Value to Revenue 2.3 | Enterprise Value to EBITDA 44.9 | Shares Outstanding 115709000 | Shares Floating 111933124 |
Shares Outstanding 115709000 | Shares Floating 111933124 | ||
Percent Insiders 2.86 | Percent Institutions 85.79 |
Analyst Ratings
Rating 3.71 | Target Price 8.9 | Buy 1 | Strong Buy 2 |
Buy 1 | Strong Buy 2 | ||
Hold 4 | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Olo Inc
Company Overview
History and Background
Olo Inc. was founded in 2005 by Noah Glass to provide digital ordering and delivery solutions for the restaurant industry. Initially focused on SMS ordering, it has evolved to a comprehensive platform serving large multi-location restaurant chains.
Core Business Areas
- Order Management: Provides restaurants with tools to manage digital orders from various channels, including online, mobile apps, and third-party marketplaces.
- Delivery Enablement: Connects restaurants with delivery service providers and enables in-house delivery management.
- Payment Processing: Facilitates secure payment processing for online and mobile orders.
Leadership and Structure
Noah Glass is the founder and CEO. The organizational structure includes departments for engineering, product development, sales, marketing, and customer support. Olo operates with a board of directors providing oversight and strategic guidance.
Top Products and Market Share
Key Offerings
- Olo Ordering: A digital ordering platform that enables restaurants to take orders from their own websites and apps. Competitors include Toast, Square, and Lunchbox. Specific market share data unavailable, but Olo claims to power digital ordering for many major restaurant brands. They handled $40.8 Billion in GMV in 2023.
- Olo Pay: A payment platform that allows restaurants to accept payments for online and mobile orders. Competitors include Stripe, Adyen and Square. Financial impact in terms of revenue is not publicly disclosed.
- Dispatch: Delivery enablement platform that allows brands to offer direct delivery through 3rd party delivery services, managing the process seamlessly for both consumer and restaurant. Competitors include Uber Direct and DoorDash Drive. Financial impact in terms of revenue is not publicly disclosed.
Market Dynamics
Industry Overview
The restaurant technology industry is experiencing rapid growth, driven by the increasing demand for online ordering and delivery services. Competition is intense, with numerous players offering various solutions.
Positioning
Olo Inc. positions itself as a leading provider of digital ordering and delivery solutions for large restaurant chains, offering a comprehensive platform that integrates with various third-party services. Its competitive advantages include its established relationships with major restaurant brands and its focus on enterprise-level solutions.
Total Addressable Market (TAM)
The estimated TAM for restaurant technology is projected to reach hundreds of billions of dollars globally. Olo Inc. is positioned to capture a significant portion of this market, focusing primarily on the enterprise segment. Estimates range from 80 billion to 120 billion.
Upturn SWOT Analysis
Strengths
- Established relationships with major restaurant brands
- Comprehensive platform offering
- Scalable infrastructure
- Experienced leadership team
- Strong brand reputation
Weaknesses
- Dependence on large enterprise clients
- Vulnerability to competition from larger tech companies
- Relatively high pricing compared to some competitors
- Limited international presence
Opportunities
- Expansion into new markets and geographies
- Development of new products and services
- Strategic partnerships with other technology providers
- Increased adoption of digital ordering by restaurants
- Growth in the delivery market
Threats
- Increased competition from established and emerging players
- Economic downturn impacting restaurant spending
- Changes in consumer preferences
- Regulatory changes affecting the restaurant industry
- Cybersecurity threats
Competitors and Market Share
Key Competitors
- TOST
- SQ
- DASH
Competitive Landscape
Olo Inc. faces competition from established players like Toast and Square, as well as emerging players. Olo's advantages include its focus on enterprise clients and its comprehensive platform, while its disadvantages include its relatively high pricing and limited international presence.
Major Acquisitions
Wisely
- Year: 2021
- Acquisition Price (USD millions): 187
- Strategic Rationale: The acquisition of Wisely, a customer intelligence platform, was intended to enhance Olo's data analytics capabilities and provide restaurants with deeper insights into their customers.
Growth Trajectory and Initiatives
Historical Growth: Olo Inc. has experienced strong revenue growth in recent years, driven by the increasing demand for digital ordering and delivery solutions.
Future Projections: Analysts project continued revenue growth for Olo Inc. in the coming years, driven by the increasing adoption of digital ordering and delivery in the restaurant industry. EPS is expected to improve as the company scales its operations.
Recent Initiatives: Recent initiatives include expanding its product offerings, forming strategic partnerships, and expanding into new markets.
Summary
Olo is a leading provider of digital ordering solutions but it continues to operate at a loss. While its revenues continue to grow and its gross margin is robust at 74.4%, profitability continues to elude it. The company's focus on enterprise clients gives it a competitive edge, but it must navigate intense competition and the risk of economic downturn. Strategic acquisitions like Wisely are key to strengthening its market position. Focus on growing revenue and showing profitabilty is the key to a healthy and robust company.
Similar Companies
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SPOT
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SPOT
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TOST
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TOST
Toast Inc
Sources and Disclaimers
Data Sources:
- Olo Inc. Investor Relations
- Company Filings (SEC)
- Market Research Reports
- Analyst Estimates
- Company Press Releases
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions can change rapidly, and past performance is not indicative of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Olo Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2021-03-17 | Founder, CEO & Director Mr. Noah Herbert Glass | ||
Sector Technology | Industry Software - Application | Full time employees 617 | Website https://www.olo.com |
Full time employees 617 | Website https://www.olo.com | ||
Olo Inc. operates an open SaaS platform for restaurants in the United States. Its platform helps restaurants for digital ordering, delivery, and full-stack payment programs, as well as enables brands to collect, analyze, and act on data to drive personalized guest experiences and profitable traffic. The company's solutions include Order, a suite of solutions assisting restaurant brands' on-demand digital commerce operations, enabling a unified digital ordering and delivery experience for guests, and menu and channel management for brands across their fragmented technology stacks; and Pay, a fully integrated payments platform that enables restaurants to enhance operations through unified payment processing management and reporting across digital and on-premise transactions, and advanced fraud prevention. Its solutions also comprise Engage, a suite of marketing solutions that enables restaurants to aggregate and store guest data from Olo Order, Olo Pay, and other sources; segments it based on guest behavior; and delivers personalized marketing messages to guests that help enhance the restaurant's direct guest relationship and enhance restaurant traffic. The company was formerly known as Mobo Systems, Inc. and changed its name to Olo Inc. in January 2020. Olo Inc. was incorporated in 2005 and is headquartered in New York, New York.
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