ISDR RSI Chart
Last 7 days
-0.1%
Last 30 days
-13.8%
Last 90 days
-34.2%
Trailing 12 Months
-51.1%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 31.7M | 0 | 0 | 0 |
2023 | 26.8M | 30.7M | 33.0M | 33.4M |
2022 | 22.2M | 22.3M | 22.1M | 23.5M |
2021 | 19.5M | 20.3M | 20.9M | 21.9M |
2020 | 16.1M | 16.9M | 17.7M | 18.5M |
2019 | 14.9M | 15.2M | 16.0M | 16.3M |
2018 | 13.3M | 13.7M | 14.0M | 14.2M |
2017 | 11.6M | 11.9M | 12.0M | 12.6M |
2016 | 11.9M | 11.9M | 12.0M | 12.1M |
2015 | 13.2M | 12.6M | 12.2M | 11.6M |
2014 | 10.9M | 12.8M | 14.0M | 13.6M |
2013 | 4.9M | 5.5M | 6.4M | 8.8M |
2012 | 3.5M | 3.5M | 3.8M | 4.3M |
2011 | 3.8M | 2.5M | 3.0M | 3.2M |
2010 | 2.0M | 3.6M | 3.7M | 3.9M |
2009 | 1.5M | 1.7M | 1.8M | 1.9M |
2008 | 0 | 0 | 0 | 1.4M |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Mar 22, 2024 | rein graeme p. | bought | 11,990 | 11.99 | 1,000 | - |
Mar 22, 2024 | balbirnie brian r | bought | 6,035 | 12.07 | 500 | director, ceo |
Mar 21, 2024 | rein graeme p. | bought | 49,489 | 11.98 | 4,131 | - |
Mar 19, 2024 | rein graeme p. | bought | 150,233 | 11.91 | 12,614 | - |
Mar 15, 2024 | topline capital management, llc | bought | 124,926 | 11.9 | 10,498 | - |
Mar 15, 2024 | topline capital partners, lp | bought | 124,926 | 11.9 | 10,498 | - |
Dec 05, 2023 | balbirnie brian r | bought | 21,699 | 15.048 | 1,442 | director, ceo |
Dec 04, 2023 | galleher j. patrick | bought | 15,000 | 15.00 | 1,000 | - |
Nov 16, 2023 | balbirnie brian r | bought | 15,435 | 15.435 | 1,000 | director, ceo |
Nov 15, 2023 | balbirnie brian r | bought | 42,570 | 15.48 | 2,750 | director, ceo |
Which funds bought or sold ISDR recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
May 15, 2024 | MORGAN STANLEY | sold off | -100 | -36.00 | - | -% |
May 15, 2024 | BANK OF AMERICA CORP /DE/ | unchanged | - | -5.00 | 13.00 | -% |
May 15, 2024 | BARCLAYS PLC | unchanged | - | -2,000 | 6,000 | -% |
May 15, 2024 | Forager Capital Management, LLC | sold off | -100 | -4,168,250 | - | -% |
May 15, 2024 | Man Group plc | added | 28.92 | -19,244 | 217,534 | -% |
May 15, 2024 | Tower Research Capital LLC (TRC) | new | - | 1,757 | 1,757 | -% |
May 15, 2024 | PERRITT CAPITAL MANAGEMENT INC | unchanged | - | -52,793 | 130,918 | 0.07% |
May 15, 2024 | PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | reduced | -11.83 | -672,595 | 1,136,960 | 0.06% |
May 15, 2024 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | unchanged | - | -94,655 | 234,731 | -% |
May 15, 2024 | Royal Bank of Canada | reduced | -99.09 | -52,000 | - | -% |
Unveiling Issuer Direct Corp's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to Issuer Direct Corp)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
CRM | 277.0B | 34.9B | 66.98 | 7.95 | ||||
UBER | 137.2B | 38.6B | 98.72 | 3.56 | ||||
ADSK | 47.3B | 5.3B | 51.62 | 8.85 | ||||
ANSS | 28.6B | 2.2B | 65.84 | 12.85 | ||||
ZM | 19.3B | 4.5B | 30.27 | 4.26 | ||||
MID-CAP | ||||||||
APPF | 8.7B | 671.8M | 113.53 | 12.92 | ||||
LYFT | 6.7B | 4.7B | -36.23 | 1.43 | ||||
ALRM | 3.5B | 895.2M | 38.7 | 3.87 | ||||
AYX | 3.4B | 970.0M | -19.13 | 3.53 | ||||
AI | 3.2B | 296.4M | -11.7 | 10.73 | ||||
AGYS | 2.7B | 228.1M | 31.34 | 11.99 | ||||
SMALL-CAP | ||||||||
AVID | 1.2B | 413.5M | 92.02 | 2.88 | ||||
AEYE | 256.1M | 31.6M | -43.61 | 8.1 | ||||
APPS | 253.0M | 572.4M | -1.28 | 0.44 | ||||
ASUR | 193.1M | 117.7M | -19.58 | 1.64 |
Issuer Direct Corp News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Revenue | -7.7% | 6,962 | 7,539 | 7,569 | 9,651 | 8,619 | 7,139 | 5,280 | 5,807 | 5,288 | 5,718 | 5,465 | 5,720 | 4,980 | 4,744 | 4,882 | 4,884 | 4,016 | 3,959 | 4,019 | 4,138 | 4,179 |
Cost Of Revenue | -12.5% | 1,721 | 1,967 | 1,797 | 2,336 | 1,829 | 1,876 | 1,212 | 1,364 | 1,232 | 1,519 | 1,355 | 1,480 | 1,394 | 1,413 | 1,387 | 1,362 | 1,253 | 1,306 | 1,222 | 1,250 | 1,302 |
Gross Profit | -5.9% | 5,241 | 5,572 | 5,772 | 7,315 | 6,790 | 5,263 | 4,068 | 4,443 | 4,056 | 4,199 | 4,110 | 4,240 | 3,586 | 3,331 | 3,495 | 3,522 | 2,763 | 2,653 | 2,797 | 2,888 | 2,877 |
Operating Expenses | -6.8% | 5,293 | 5,677 | 5,179 | 5,568 | 6,209 | 5,219 | 3,279 | 3,295 | 3,368 | 3,501 | 3,133 | 2,879 | 2,879 | 2,962 | 2,419 | 2,521 | 2,515 | 2,636 | 2,617 | 2,758 | 2,730 |
S&GA Expenses | 5.2% | 2,096 | 1,993 | 1,838 | 2,039 | 2,381 | 2,056 | 1,231 | 1,371 | 1,264 | 1,260 | 1,349 | 1,210 | 1,074 | 993 | 973 | 950 | 896 | 985 | 871 | 875 | 820 |
R&D Expenses | -1.5% | 654 | 664 | 581 | 532 | 774 | 572 | 245 | 214 | 275 | 197 | 373 | 256 | 249 | 254 | 212 | 165 | 194 | 251 | 288 | 343 | 337 |
EBITDA Margin | 5.9% | 0.17* | 0.16* | 0.12* | 0.13* | 0.12* | 0.15* | 0.18* | 0.20* | 0.21* | 0.22* | 0.10* | 0.09* | - | - | - | - | - | - | - | - | - |
Interest Expenses | -114.3% | -276 | 1,933 | -298 | -281 | -238 | -88.00 | 77.00 | 20.00 | 2.00 | - | - | 1.00 | 1.00 | 1.00 | -4.00 | 1.00 | 58.00 | 56.00 | 79.00 | 115 | 71.00 |
Income Taxes | 120.5% | 16.00 | -78.00 | 187 | 482 | -48.00 | 43.00 | 180 | 327 | 174 | 235 | 319 | 256 | 163 | 131 | 283 | 230 | 80.00 | -64.50 | 59.00 | 33.00 | 37.00 |
Earnings Before Taxes | 84.7% | -123 | -804 | 460 | 1,845 | -192 | -66.00 | 866 | 1,168 | 690 | 699 | 1,343 | 1,362 | 708 | -1,929 | 1,072 | 1,002 | 306 | - | 259 | 245 | 218 |
EBT Margin | 10.8% | 0.04* | 0.04* | 0.06* | 0.08* | 0.07* | 0.11* | 0.15* | 0.18* | 0.18* | 0.19* | 0.07* | 0.06* | - | - | - | - | - | - | - | - | - |
Net Income | 80.9% | -139 | -726 | 273 | 1,363 | -144 | -109 | 686 | 841 | 516 | 616 | 1,024 | 1,106 | 545 | 319 | 789 | 772 | 226 | 69.00 | 200 | 212 | 205 |
Net Income Margin | 5.9% | 0.02* | 0.02* | 0.04* | 0.06* | 0.05* | 0.08* | 0.12* | 0.13* | 0.15* | 0.15* | 0.14* | 0.14* | - | - | - | - | - | - | - | - | - |
Free Cashflow | 25.8% | 970 | 771 | 272 | 1,725 | 267 | 980 | 1,367 | 1,079 | 527 | 1,399 | 1,229 | 788 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Assets | -1.2% | 64,371 | 65,152 | 65,514 | 66,614 | 64,599 | 66,325 | 36,718 | 37,012 | 40,248 | 39,257 | 37,954 | 37,254 | 36,080 | 34,889 | 34,223 | 33,505 | 32,574 | 32,390 | 30,089 | 30,129 | 30,115 |
Current Assets | -3.5% | 11,099 | 11,504 | 10,792 | 10,869 | 8,450 | 9,420 | 25,966 | 26,065 | 29,100 | 27,893 | 26,241 | 25,240 | 23,897 | 22,368 | 21,094 | 19,969 | 18,610 | 18,006 | 18,171 | 18,031 | 17,558 |
Cash Equivalents | -5.5% | 5,399 | 5,714 | 5,050 | 4,961 | 3,349 | 4,832 | 21,812 | 21,458 | 24,271 | 23,852 | 22,415 | 21,159 | 20,548 | 19,556 | 18,429 | 17,097 | 16,197 | 15,766 | 15,807 | 15,196 | 14,961 |
Net PPE | -4.6% | 472 | 495 | 534 | 563 | 594 | 625 | 649 | 674 | 696 | 713 | 737 | 764 | 775 | 795 | 817 | 839 | 867 | 899 | 329 | 64.00 | 122 |
Goodwill | 0% | 21,927 | 21,927 | 21,928 | 22,498 | 22,498 | 22,498 | 6,376 | 6,376 | 6,376 | 6,376 | 6,376 | 6,376 | 6,376 | 6,376 | 6,376 | 6,376 | 6,376 | 6,376 | 6,051 | 6,051 | 6,051 |
Liabilities | -1.8% | 29,191 | 29,732 | 29,725 | 31,436 | 31,182 | 33,102 | 7,474 | 7,662 | 8,045 | 7,637 | 7,078 | 7,564 | 7,580 | 6,747 | 6,859 | 7,026 | 6,366 | 6,290 | 3,670 | 3,794 | 4,113 |
Current Liabilities | 4.5% | 13,215 | 12,650 | 11,658 | 12,084 | 10,240 | 31,191 | 5,956 | 6,048 | 6,324 | 5,802 | 5,078 | 5,489 | 5,428 | 4,579 | 4,685 | 4,758 | 4,003 | 3,840 | 2,958 | 3,025 | 3,338 |
Long Term Debt | -6.3% | 14,917 | 15,913 | 16,908 | 17,904 | 18,920 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
LT Debt, Current | 0% | 4,000 | 4,000 | 3,000 | - | - | 22,000 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
LT Debt, Non Current | -100.0% | - | 15,913 | 16,908 | 17,904 | 18,920 | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Shareholder's Equity | -0.7% | 35,180 | 35,420 | 35,789 | 35,178 | 33,417 | 33,223 | 29,244 | 29,350 | 32,203 | 31,620 | 30,876 | 29,690 | 28,500 | 28,142 | 27,364 | 26,479 | 26,208 | 26,100 | 26,419 | 26,335 | 26,002 |
Retained Earnings | -1.2% | 11,795 | 11,934 | 12,660 | 12,387 | 11,024 | 11,168 | 11,277 | 10,591 | 9,750 | 9,234 | 8,618 | 7,594 | 6,488 | 5,943 | 5,624 | 4,835 | 4,063 | 3,837 | 3,768 | 3,568 | 3,356 |
Additional Paid-In Capital | -0.3% | 23,464 | 23,531 | 23,216 | 22,838 | 22,484 | 22,147 | 18,051 | 18,790 | 22,461 | 22,401 | 22,268 | 22,113 | 22,024 | 22,214 | 21,757 | 21,619 | 22,117 | 22,275 | 22,684 | 22,793 | 22,662 |
Accumulated Depreciation | 5.1% | 804 | 765 | 727 | 683 | - | 610 | 572 | 533 | 494 | 456 | 419 | 383 | 348 | 312 | 278 | 245 | 213 | 181 | 500 | 468 | 468 |
Shares Outstanding | 0.1% | 3,817 | 3,815 | 3,812 | 3,809 | 3,791 | 3,791 | 3,611 | 3,647 | 3,794 | 3,794 | 3,791 | 3,787 | - | - | - | - | - | - | - | - | - |
Float | - | - | - | - | 71,574 | - | - | - | 92,850 | - | - | - | 102,691 | - | - | - | 38,273 | - | - | - | 43,261 | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Cashflow From Operations | 28.1% | 986 | 770 | 287 | 1,731 | 272 | 994 | 1,381 | 1,096 | 548 | 1,412 | 1,238 | 812 | 1,269 | 986 | 1,321 | 1,477 | 602 | 909 | 1,160 | 259 | 536 |
Share Based Compensation | -121.3% | -67.00 | 315 | 359 | 354 | 337 | 204 | 187 | 188 | 184 | 101 | 100 | 69.00 | 63.00 | 72.00 | 72.00 | 84.00 | 45.00 | 127 | 128 | 131 | 137 |
Cashflow From Investing | -65.2% | -261 | -158 | -167 | -173 | 345 | -17,977 | -14.00 | -17.00 | -21.00 | -13.00 | -63.00 | -185 | -16.00 | -12.00 | -11.00 | -4.00 | - | -118 | -296 | -20.00 | -2,794 |
Cashflow From Financing | -Infinity% | -1,000 | - | 19.00 | - | -2,100 | - | -926 | -3,859 | -124 | 32.00 | 55.00 | 20.00 | -253 | 145 | 66.00 | -582 | -203 | -857 | -236 | - | - |
Dividend Payments | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
Buy Backs | - | - | - | - | - | - | 5,000 | -959 | -3,859 | -182 | 1.00 | - | 904 | -452 | - | 785 | -582 | -203 | 537 | -236 | - | - |
CONSOLIDATED STATEMENTS OF OPERATIONS (UNAUDITED) - USD ($) $ in Thousands | 3 Months Ended | |
---|---|---|
Mar. 31, 2024 | Mar. 31, 2023 | |
CONSOLIDATED STATEMENTS OF OPERATIONS (UNAUDITED) | ||
Revenues | $ 6,962 | $ 8,619 |
Cost of revenues | 1,721 | 1,829 |
Gross profit | 5,241 | 6,790 |
Operating costs and expenses: | ||
General and administrative | 1,819 | 2,332 |
Sales and marketing | 2,096 | 2,381 |
Product development | 654 | 774 |
Depreciation and amortization | 724 | 722 |
Total operating costs and expenses | 5,293 | 6,209 |
Operating (loss) income | (52) | 581 |
Interest expense, net | (276) | (238) |
Other income (expense) | 205 | (535) |
Loss before taxes | (123) | (192) |
Income tax expense (benefit) | 16 | (48) |
Net loss | $ (139) | $ (144) |
Loss per share - basic | $ (0.04) | $ (0.04) |
Loss per share - fully diluted | $ (0.04) | $ (0.04) |
Weighted average number of common shares outstanding - basic | 3,816 | 3,791 |
Weighted average number of common shares outstanding - fully diluted | 3,821 | 3,810 |
CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands | Mar. 31, 2024 | Dec. 31, 2023 |
---|---|---|
Current assets: | ||
Cash and cash equivalents | $ 5,399 | $ 5,714 |
Accounts receivable (net of allowance for credit losses of $1,144 and $1,119, respectively) | 4,201 | 4,368 |
Income tax receivable | 213 | 232 |
Other current assets | 1,286 | 1,190 |
Total current assets | 11,099 | 11,504 |
Capitalized software (net of accumulated amortization of $3,471 and $3,424, respectively) | 755 | 556 |
Fixed assets (net of accumulated depreciation of $804 and $765, respectively) | 472 | 495 |
Right-of-use asset - leases | 958 | 1,022 |
Other long-term assets | 355 | 158 |
Goodwill | 21,927 | 21,927 |
Intangible assets (net of accumulated amortization of $10,247 and $9,562, respectively) | 28,805 | 29,490 |
Total assets | 64,371 | 65,152 |
Current liabilities: | ||
Accounts payable | 1,598 | 1,308 |
Accrued expenses | 2,033 | 1,930 |
Current portion of long-term debt | 4,000 | 4,000 |
Deferred revenue | 5,584 | 5,412 |
Total current liabilities | 13,215 | 12,650 |
Long-term debt (net of debt discount of $83 and $87, respectively) | 14,917 | 15,913 |
Deferred income tax liability | 132 | 139 |
Lease liabilities - long-term | 927 | 1,009 |
Other long-term liabilities | 0 | 21 |
Total liabilities | 29,191 | 29,732 |
Stockholders' equity: | ||
Preferred stock, $0.001 par value, 1,000,000 shares authorized, no shares issued and outstanding as of March 31, 2024 and December 31, 2023, respectively. | 0 | 0 |
Common stock $0.001 par value, 20,000,000 shares authorized, 3,817,379 and 3,815,212 shares issued and outstanding as of March 31, 2024 and December 31, 2023, respectively | 4 | 4 |
Additional paid-in capital | 23,464 | 23,531 |
Other accumulated comprehensive loss | (83) | (49) |
Retained earnings | 11,795 | 11,934 |
Total stockholders' equity | 35,180 | 35,420 |
Total liabilities and stockholders' equity | $ 64,371 | $ 65,152 |
 | Mr. Brian R. Balbirnie |
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