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Company Analysis

Smith Micro Software, Inc. SMSI

A comprehensive view of key metrics, scores, and financial health for Smith Micro Software, Inc.

Overview of Smith Micro Software, Inc.

SMSI NCM
Technology Software - Application Micro Cap
Smith Micro Software, Inc. (SMSI), is a Micro Cap company, in the Software - Application industry, last closed at $0.82, about 93.9% undervalued vs fair value, 0.0% 1Y return, ranked 558/761 in sector.
$0.82
-3.53%
As of March 13, 2026
Previous close • Vol 90d: 80.6%
52-Week Range
Market Cap
$16.65M
Enterprise Value
$17.62M
Overall Score
Scores locked

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Top Beats
No strong beats yet

Quick Facts

Website https://www.smithmicro.com
HQ Pittsburgh, PA
Employees 164
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$1
$2
$2
Current: $0.82 +94% vs base

Engine Room Money Flow™

Micro Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$20.6M
-49.7%%
Gross Profit
$14.4M
-52.4%%
Operating Income
$-49.4M
-173.6%%
Net Income
$-48.7M
-99.6%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Operating Cash Flow Margin
-69.5%
Poor

OCF / Revenue - cash profitability from operations

Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
Analysis based on partial data. Some metrics unavailable for complete assessment.
1
Active Leaks
0/1
Improving
0
High Impact
1
Critical
Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Smith Micro Software, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
23
/100
Weak
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Developing
28
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 70% Coverage
Trade-Off Triangle Visualization A ternary plot showing SMSI's balance between Growth (6.0%), Profitability (34.4%), and Safety (59.7%). Growth 6% Safety 60% Profitability 34%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

5th percentile vs peers
5
Key Signals
Revenue CAGR 3Y -29.4% 6p Rev Growth YoY -49.7% 4p
Strengths
  • Strong liquidity position vs peers
Risks
  • Growth in bottom 20% of peers (percentile: 5)
  • Rev Growth Yoy in bottom 20% of peers (-49.7%)

Profitability

30th percentile vs peers
30
Key Signals
Strengths
Risks
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Safety

52th percentile vs peers
53
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Smith Micro Software, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$1.59
- - -
+93.9% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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