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KLDiscovery Inc. (KLDI)

USD0.01 +0.00 (+0.00%)
US OTC Technology Software - Application
Address 8201 Greensboro Drive 22102
Eden Prairie, VA, US
CEO Lou Paglia
IPO 2020-01-28
CIK 1752474 ISIN US4984551048

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Description

Operating globally, KLDiscovery Inc. delivers comprehensive solutions in electronic discovery (eDiscovery), information governance, and data restoration to a diverse clientele including corporations, legal firms, government entities, and individual consumers. The company's eDiscovery suite features the Nebula Ecosystem, an integrated platform designed to streamline the entire lifecycle of electronically stored information (ESI) – from its initial identification and preservation to collection, processing, review, and secure exchange. Complementing this are eDiscovery.com Review, an efficient platform for ESI searching and analysis, and Relativity, a widely recognized document review tool. KLDiscovery further offers KLD Analytics, which provides advanced technology-assisted review capabilities such as predictive coding, workflow management, email threading, near-duplicate detection, and language identification. Other key services include KLD Processing, a specialized processing platform, along with expert technology-enabled managed review, digital forensics, and robust information archiving. KLDiscovery also extends its expertise through various advisory services. These encompass eDiscovery preparedness and response strategies, covering aspects like expert witness support, custodian interviews, preservation and collection planning, and legal hold implementation. Their information governance consultations include Office 365 health assessments and enhancements to legal hold processes. Furthermore, they assist with data privacy, offering compliance evaluations and risk mitigation for data breaches. In the realm of data recovery, the firm provides specialized services for general data and email recovery. Their tape services range from backup infrastructure migration and consolidation to remediation of legacy tapes, and even recovery from physically damaged, quickly erased, or partially overwritten media. Secure data destruction services are also available. Additionally, KLDiscovery develops and distributes proprietary data recovery software, including Ontrack EasyRecovery and Ontrack PowerControls. Established in 1985, KLDiscovery Inc. is headquartered in McLean, Virginia.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD0.01 +0.00 (+0.00%)
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Volume Profile
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Liquidity & share structure
Average Volume
2.8K
Beta
-0.96
Float Shares
10.42M
Free Float %
24.0%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.00% +0.00% +0.00% +0.00% +4,900.00% +12,400.00% -75.00% -99.69% -99.94% -99.95% -99.95%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Price Targets & DCF
Current price
0.01
DCF (Unlevered) 13.40 +267,800.9%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2024-11 Change
Strong Buy 0 0
Buy 1 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Quality scores
Altman Z-Score
-1.39
Distress
Piotroski F-Score
2 / 9
Weak
MOAT Score
3 / 10
No MOAT
Operational MOAT
✗ Below peers
  • Revenue growth Software - Application: +13.0%
    +8.9% Q2'24: -12.3% (vs Q2'23)
  • EPS growth Software - Application: +28.6%
    +19.8% Q2'24: -427.3% (vs Q2'23)
  • FCF margin FCF growth · Software - Application: +45.3%
    -11.5% Q2'24: -8.5% (vs Q2'23)
  • EBIT margin Software - Application: +9.4%
    +10.1% Q2'24: -8.9% (vs Q2'23)
  • ROIC Software - Application: +7.5%
    +6.4% Q2'24: -5.3% (vs Q2'23)
  • Share dilution Software - Application: +0.0%
    +0.7% Q2'24: +0.7% (vs Q2'23)
  • Debt / EBITDA Net debt/EBITDA · Software - Application: -1.16×
    8.95× Q2'24: -306.55× (vs Q2'23)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (-0.96) × ERP
WACC = 0% × Ke + 100% × Kd (11.9%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 13.40 Current price: 0.01
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
1 Rev. Ana.
1 EPS Ana.
Dec 2027
1 Rev. Ana.
1 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
312.05M
est: 308.50M (+1.2%)
289.55M
est: 290.10M (-0.2%)
320.48M
est: 320.30M (+0.1%)
308.50M
est.
308.50M
est.
308.50M
308.50M – 308.50M
+0.0% YoY
290.10M
290.10M – 290.10M
-6.0% YoY
320.30M
320.30M – 320.30M
+10.4% YoY
EBITDA
45.49M
est: 44.94M (+1.2%)
49.43M
est: 42.26M (+17.0%)
27.43M
est: 46.66M (-41.2%)
62.61M
est.
62.61M
est.
62.61M
62.61M – 62.61M
+0.0% YoY
58.87M
58.87M – 58.87M
-6.0% YoY
65.00M
65.00M – 65.00M
+10.4% YoY
EBIT
4.00M
est: 6.46M (-38.2%)
1.67M
est: 6.08M (-72.5%)
-10.59M
est: 6.71M (-257.8%)
68.11M
est.
68.11M
est.
68.11M
68.11M – 68.11M
+0.0% YoY
64.05M
64.05M – 64.05M
-6.0% YoY
70.72M
70.72M – 70.72M
+10.4% YoY
Net Income
-54.01M
est: -32.69M (-65.2%)
-49.93M
est: -52.48M (+4.9%)
-60.54M
est: -62.37M (+2.9%)
-32.69M
est.
-32.69M
est.
-32.69M
-32.69M – -32.69M
+0.0% YoY
-52.48M
-52.48M – -52.48M
-60.5% YoY
-62.37M
-62.37M – -62.37M
-18.9% YoY
SGA
103.52M
est: 100.33M (+3.2%)
96.90M
est: 94.35M (+2.7%)
101.14M
est: 104.17M (-2.9%)
100.33M
est.
100.33M
est.
100.33M
100.33M – 100.33M
+0.0% YoY
94.35M
94.35M – 94.35M
-6.0% YoY
104.17M
104.17M – 104.17M
+10.4% YoY
EPS
-1.27
est: -0.76 (-67.1%)
-1.17
est: -1.22 (+4.1%)
-1.42
est: -1.45 (+2.1%)
-0.76
est.
-0.76
est.
-0.76
-0.76 – -0.76
+0.0% YoY
-1.22
-1.22 – -1.22
-60.5% YoY
-1.45
-1.45 – -1.45
-18.9% YoY

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-19.72M
OE per share TTM
-0.46
Owner's Yield
-9,116.67%
Maintenance CapEx ratio
Maint CapEx / Avg PPE
11.7%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
16
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 Revolution Growth GP III, LP 4.10M 9.60% 4.10M 4.10M PN Delaware 2020-02-03
2 Revolution Growth III, LP 4.10M 9.60% 4.10M 4.10M PN Delaware 2020-02-03
3 Revolution Growth UGP III, LLC 4.10M 9.60% 4.10M 4.10M OO Delaware 2020-02-03
4 Steven J. Murray 4.10M 9.60% 4.10M 4.10M IN Delaware 2020-02-03
5 LP 3.16M 6.90% 3.16M 3.16M IA, PN Bermuda 2021-02-04
6 WONG 3.16M 6.90% 3.16M 3.16M HC, IN Bermuda 2021-02-04
7 LINDEN CAPITAL L.P. 2.83M 6.20% 2.83M 2.83M PN Bermuda 2021-02-04
8 LLC 2.83M 6.20% 2.83M 2.83M HC Bermuda 2021-02-04
9 RP Investment Advisors LP 1.50M 7.50% 1.50M FI, IA, PN Ontario, Canada 2019-02-11
10 AQR Capital Management Holdings, LLC 1.30M 2.97% 1.30M HC Delaware, USA 2020-02-14
11 AQR Capital Management, LLC 1.30M 2.97% 1.30M IA Delaware, USA 2020-02-14
12 CNH Partners, LLC 1.30M 2.97% 1.30M IA Delaware, USA 2020-02-14
13 RP Debt Opportunities Fund Ltd. 1.13M 5.60% 1.13M FI Cayman Islands 2019-02-11
14 AQR Absolute Return Master Account, L.P. 1.05M 2.41% 1.05M PN Cayman Islands 2020-02-14
15 AQR Principal Global Asset Allocation, LLC 1.05M 2.41% 1.05M HC Delaware, USA 2020-02-14
16 RP Select Opportunities Master Fund Ltd. 375.0K 1.90% 375.0K FI Cayman Islands 2019-02-11

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock

This company is not held by any ETF in our universe.

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Buys
3
Sells
0
Shares acquired
67.7K
Shares disposed
Cash buys
Cash sales
Net activity
+67,743
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2021-06-15 Prior Lawrence B III Director A-Award A Common Stock 22,581 0.00 72,581
2021-06-15 Morgan Evan B Director A-Award A Common Stock 22,581 0.00 44,320
2021-06-15 MOREA DONNA S Director A-Award A Common Stock 22,581 0.00 96,808
2021-03-16 Shah Arjun Director 0 0.00 0
2021-02-19 WEILER CHRISTOPHER Director / Officer D-Return D Stock Option 100,000 8.05 805.0K 100,000
2021-02-16 Wilson Dawn M. Officer A-Award A Stock Options 100,000 8.05 805.0K 100,000
2021-02-16 WEILER CHRISTOPHER Director / Officer A-Award A Stock Option 200,000 8.05 1.61M 200,000
2021-02-16 Jones Krystina L. Officer A-Award A Stock Options 19,000 8.05 153.0K 19,000
2021-02-08 Tanenbaum Lauren Director 0 0.00 0
2020-12-15 WEILER CHRISTOPHER Director / Officer G-Gift D Common Stock 660,000 0.00 1,455,090
2020-08-06 WEILER CHRISTOPHER Director / Officer D-Return D Stock Options 121,110 9.90 1.20M 0
2020-06-17 Morgan Evan B Director A-Award A Common Stock 21,739 0.00 21,739
2020-06-17 MOREA DONNA S Director A-Award A Common Stock 21,739 0.00 74,227
2020-06-17 LEDECKY JONATHAN J Director A-Award A Common Stock 21,739 0.00 21,739
2020-04-21 Wilson Dawn M. Officer A-Award A Stock Options 5,015 9.95 49.9K 5,015
2020-04-21 Jones Krystina L. Officer A-Award A Stock Options 29,913 9.95 297.6K 29,913
2020-03-23 Prior Lawrence B III Director 0 0.00 0
2020-03-23 FUJIYAMA IAN Director 0 0.00 0
2020-01-01 CG Subsidiary Holdings L.L.C. 10% Owner I Common Stock 0 0.00 19,996,804
2019-12-19 Wilson Dawn M. Officer A-Award A Stock Options 302,770 9.90 3.00M 302,770
2019-12-19 WILLIAMS RICHARD J Director 0 0.00 0
2019-12-19 WEILER CHRISTOPHER Director / Officer A-Award A Common Stock 2,115,090 0.00 2,115,090
2019-12-19 Pivotal Spac Funding LLC 10% Owner C-Conversion D Class B common stock 5,070,608 0.00 0
2019-12-19 ONTARIO TEACHERS PENSION PLAN BOARD 10% Owner I Common Stock, $0.001 par value 0 0.00 1,478,379
2019-12-19 Morgan Evan B Director 0 0.00 0
2019-12-19 MOREA DONNA S Director 0 0.00 0
2019-12-19 MGG Investment Group LP Director / 10% Owner I Common Stock 0 0.00 250,000
2019-12-19 Jones Krystina L. Officer A-Award A Common Stock 126,949 0.00 126,949
2019-12-19 Griffin Kevin Director / 10% Owner A-Award A 8.00% Convertible Debenture Due December 19, 2024 0 18.00 0
2019-12-19 Darman William Director 0 0.00 0
2019-12-19 Carlyle Group Management L.L.C. 10% Owner I Common Stock 0 0.00 19,996,804
2019-12-19 CEOF II DE I AIV, L.P. 10% Owner I Common Stock 0 0.00 19,996,804
2019-12-19 AKERSON DANIEL F Director 0 0.00 0
2019-01-31 Pivotal Spac Funding LLC 10% Owner I Class B Common Stock 5,500,000 0.00 0
2019-01-31 Morgan Evan B Director D Class B Common Stock 50,000 0.00 0
2019-01-31 Epstein Efrat Director D Class B Common Stock 50,000 0.00 0
2019-01-31 Brady James HR Officer D Class B Common Stock 100,000 0.00 0
2019-01-31 Adams Katrina Director D Class B Common Stock 50,000 0.00 0

Executive team

Top executives
EBIT / Employee
25.2K
Shares Outstanding
43.51M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2022 Krystina L. Jones Chief Revenue Officer 575.0K 59.6K 45.9K 2.54M 17.8K 3.24M 3.26%
2 2022 Christopher J. Weiler Chief Executive Officer 500.0K 253.3K 255.0K 23.0K 1.03M 49.29%
3 2022 Dawn M. Wilson Chief Financial Officer 400.0K 238.4K 255.0K 19.0K 912.4K 54.08%
4 2021 Krystina L. Jones EVP, Global LT Sales & Marketing 539.0K 27.3K 34.0K 2.49M 37.4K 3.13M 1.96%
5 2021 Krystina L. Jones Chief Revenue Officer 539.0K 27.3K 34.0K 2.49M 37.4K 3.13M 1.96%
6 2021 Christopher J. Weiler Chief Executive Officer 415.4K 473.5K 358.0K 16.2K 1.26M 65.83%
7 2021 Dawn M. Wilson Chief Financial Officer 366.2K 222.8K 179.0K 10.9K 778.9K 51.59%
8 2020 Krystina L. Jones EVP, Global LT Sales & Marketing 524.4K 342.7K 55.7K 1.87M 7.3K 2.80M 14.25%
9 2020 Dawn M. Wilson Chief Financial Officer 354.8K 870.1K 9.5K 6.9K 1.24M 70.87%
10 2020 Christopher J. Weiler Chief Executive Officer 372.7K 274.8K 13.2K 660.7K 41.59%
11 2019 Krystina L. Jones EVP, Global LT Sales & Marketing 569.2K 319.1K 1.67M 11.2K 2.57M 12.44%
12 2019 Dawn M. Wilson Chief Financial Officer 355.8K 240.0K 1.06M 7.5K 1.67M 63.81%
13 2019 Christopher J. Weiler Chief Executive Officer 493.3K 425.4K 12.0K 930.8K 45.71%
14 2018 Krystina L. Jones EVP, Global LT Sales & Marketing 470.2K 30.0K 1.51M 11.0K 2.03M 0.00%
15 2018 Christopher J. Weiler Chief Executive Officer 453.8K 75.0K 1.03M 11.0K 1.57M 65.63%
16 2018 Dawn M. Wilson Chief Financial Officer 300.0K 75.0K 689.00 375.7K 0.00%
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2024-05-09 DEFA14A
2024-04-29 DEF 14A
2024-04-18 PRE 14A
2023-04-27 DEFA14A
2023-04-27 DEF 14A
2022-04-26 DEFA14A
2022-04-26 DEF 14A
2022-04-14 PRE 14A
2021-04-29 DEFA14A
2021-04-29 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-03-26 D/A
2024-12-03 D
2024-10-03 15-12G
2024-09-26 EFFECT
2024-09-24 S-8 POS
2024-09-24 S-8 POS
2024-09-24 POS AM
2024-08-15 8-K/A
2024-08-15 8-K
2024-08-08 8-K

Executive team

NameTitleCompensationGender
Barry Capoot Chief Financial Officer 524.8K male
Daniel Balthaser Executive Vice President of Engineering male
Julian Merschen Chief Product Officer male
Lou Paglia Chief Executive Officer male
Mary Miller Chief Marketing Officer female
Oscar Vega Executive Vice President of Global Sales & Marketing male
Andrew Southam General Counsel & Secretary male
Samantha Wormington Head of People and Culture female
ESG Rating
B
SOFTWARE - APPLICATION
2024
E (Environmental)
66.9 / 66.0
Company / Sector avg.
S (Social)
74.3 / 69.5
Company / Sector avg.
G (Governance)
75.9 / 67.5
Company / Sector avg.
ESG Total
72.4 / 67.7
Company / Sector avg.
ESG Score History SOFTWARE - APPLICATION
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits