Jfrog Ltd
FROG
Services-Prepackaged Software
Mkt Cap
$2.766BPE
-37.80Debt
-Cash
$61MEV
-FCF
$46.62MP/E Ratio
-37.80Debt
-Cash
$61MEV
-FCF
$46.62MJFrog Ltd. provides DevOps platform in the United States, Israel, and internationally. The company's products include JFrog Artifactory, a package repository that allows teams and organizations to store, update, and manage their software packages at any scale; JFrog Pipelines, an integration and continuous delivery tool for automating and orchestrating the movement of software packages; JFrog Xray, which scan JFrog Artifactory; JFrog Distribution that provides software package distribution with enterprise-grade performance; and JFrog Advanced Security, an binary scanning solution that offers secrets detection, contextual analysis, IaC scanning, container scanning, and others. Its products also consists of JFrog Artifactory Edge that utilizes and leverages metadata from JFrog Artifactory to facilitate the transfer of the incremental changes in software packages from their previous versions; JFrog Mission Control, a platform control panel that provides a view of moving pieces of an organization's software supply chain workflow; JFrog Insight, a DevOps intelligence tool; and JFrog Connect, a device management solution that allows companies to manage software updates and monitor performance in IoT device fleets from anywhere in the world. In addition, the company provides JFrog Pro, JFrog Pro X, JFrog Enterprise, JFrog Enterprise X, and JFrog Enterprise Plus products that offer ongoing updates, upgrades, and bug fixes, as well as cluster configuration, federated repositories, multi-region replication, and SLA support. It serves technology, financial services, retail, healthcare, and telecommunications organizations. JFrog Ltd. was incorporated in 2008 and is headquartered in Sunnyvale, California.
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DCF
Discounted Cash Flow Valuation of Jfrog Ltd
Value
Growth
%
%
Discount
%
%
Multiple
| g\r | +10% | +11% | +12% | +13% | +14% |
|---|---|---|---|---|---|
| 0% | 10 | 9 | 8 | 8 | 7 |
| +1% | 11 | 10 | 9 | 8 | 8 |
| +2% | 13 | 11 | 10 | 9 | 8 |
| +3% | 14 | 13 | 11 | 10 | 9 |
| +4% | 17 | 14 | 12 | 11 | 10 |
| Years | 0 | 1 | 2 | 3 | 4 | 5 | 6 | 7 | 8 | 9 | 10 | TV |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| FCF | $46.62M | $47.88M | $49.18M | $50.51M | $51.87M | $53.28M | $54.72M | $56.2M | $57.72M | $59.28M | $60.88M | $608.8M |
| DCF | $41.64M | $37.19M | $33.21M | $29.66M | $26.49M | $23.66M | $21.13M | $18.87M | $16.85M | $15.05M | $150.5M | |
| Value | $414.2M | |||||||||||
In the chart Earnings are multiplied by this value.
Earnings Growth -
Earnings Stability -
Competitiveness and MOAT
High margins render the company resilient under dire circumstances, hence able to drive competitors out or acquire them. ROE and ROA measure the average flow generated by each invested dollar. Their marginal value is a forecast of future growth, and it is considered by Buffett and Munger the most important single indicator.
| Years | 12-2018 | 12-2019 | 12-2020 | 12-2021 | 08-2022 | 12-2022 | TTM |
|---|---|---|---|---|---|---|---|
| Net Margin | -41% | -5.2% | -6.2% | -31% | - | -32% | -22% |
| ROA | - | -1.6% | -1.8% | -7.9% | - | -9.7% | -7.3% |
| ROE | 67% | 16% | -1.7% | -10% | - | -14% | -11% |
What is the average Net Margin?
The average Net Margin over the past 5 years is -23.12%.
What is the trend of Net Margin?
The trend of Net Margin over the past 5 years is -1.18%.
What is the average Return on Assets (ROA)?
The average ROA over the past 5 years is -5.25%.
What is the trend of Return on Assets (ROA)?
The trend of ROA over the past 5 years is -2.26%.
What is the average Return on Equity (ROE)?
The average ROE over the past 5 years is +11.44%.
What is the trend of Return on Equity (ROE)?
The trend of ROE over the past 5 years is -14.56%.
Safety & Stabiliy
Being debt the number one cause of investment losses and company death, the ratio Debt/FCF is of utmost importance to guarantee safety. On the other hand the Graham’s stability measures the drawdown of earnings, hence indicating the reliability of the flow generated by the company.
| Years | 12-2018 | 12-2019 | 12-2020 | 12-2021 | 08-2022 | 12-2022 | TTM | |||
|---|---|---|---|---|---|---|---|---|---|---|
| Debt FCF | - | - | - | - | - | - | - | |||
| Debt Equity | - | - | - | - | - | - | - | |||
| MIN | ||||||||||
| Graham Stability | - | - | - | - | - | - | - | |||
What is the Debt/FCF?
The Debt/FCF trailing twelve month is -.
What is the trend of Debt/FCF?
The trend of Debt/FCF over the past 5 years is -.
What is the Graham’s Stability?
Graham’s Stability measure stands at -.
Growth
Growth can be dangerous when forecasting, simply projecting the current growth is in general wrong. A company passes through multiple phases, from being young and unprofitable, to the first periods of profitability and high growth, until it arrives at a period of regime with limited growth. Identifying in which phase the company is in may help forecasting.
| Years | 12-2018 | 12-2020 | 08-2022 | Trend |
|---|---|---|---|---|
| Revenue | 35% | 23% | - | -14% |
| Net Income | - | - | - | - |
| Stockholders Equity | - | 4.1% | - | - |
| FCF | 21% | -13% | - | -18% |
What is the 5 year Revenue CAGR?
The Revenue CAGR over the past 5 years is +34.54%.
What is the trend of Revenue growth?
The trend of Revenue growth rate over the past 5 years is -13.9%.
What is the 5 year Earnings CAGR?
The Earnings CAGR over the past 5 years is +28.23%.
What is the trend of Earnings growth?
The trend of Earnings growth rate over the past 5 years is -.
What is the 5 year Equity CAGR?
The Equity CAGR over the past 5 years is -.
What is the trend of Equity growth?
The trend of Equity growth rate over the past 5 years is -.
What is the 5 year FCF CAGR?
The FCF CAGR over the past 5 years is +21.39%.
What is the trend of FCF growth?
The trend of FCF growth rate over the past 5 years is -17.57%.