Jamf Holding Corp. offers a cloud software platform for Apple infrastructure and security platform in the Americas, Europe, the Middle. Its products include Jamf Pro, an Apple ecosystem management software solution for IT environments; Jamf Now, a pay-as-you-go Apple device management software solution for small-to-medium-sized businesses; Jamf Data Policy, a solution to enforce acceptable usage policies that keeps away from risky sites and content; Jamf School, an apple mobile device management for schools; and Jamf Connect, a ZTNA solution that replaces legacy conditional access and VPN technology. The company also offers Jamf Protect, that provides purpose-built endpoint security and MTD for Mac and mobile devices; Jamf Safe Internet, that help schools protect minors from harmful content on the internet; Jamf Nation, an online community of IT and security professionals focusing on Apple in the enterprise; and ZecOps, an ADR solution for mobile devices that gives organizations the ability to extract critical device telemetry. It sells its SaaS solutions through a subscription model, direct sales force, and online, as well as indirectly through channel partners, including Apple. The company was founded in 2002 and is headquartered in Minneapolis, Minnesota.
Discounted Cash Flow Valuation of Jamf Holding Corp.
In the chart Earnings are multiplied by this value.
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.
The average Net Margin over the past 5 years is -29.51%.
The trend of Net Margin over the past 5 years is -.
The average ROA over the past 5 years is -9.08%.
The trend of ROA over the past 5 years is -.
The average ROE over the past 5 years is -20.15%.
The trend of ROE over the past 5 years is -.
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.
The Debt/FCF trailing twelve month is 8.60.
The trend of Debt/FCF over the past 5 years is -.
Graham’s Stability measure stands at -.
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.
The Revenue CAGR over the past 5 years is -.
The trend of Revenue growth rate over the past 5 years is -2.17%.
The Earnings CAGR over the past 5 years is -.
The trend of Earnings growth rate over the past 5 years is -.
The Equity CAGR over the past 5 years is -.
The trend of Equity growth rate over the past 5 years is -6.99%.
The FCF CAGR over the past 5 years is -.
The trend of FCF growth rate over the past 5 years is -68.54%.