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SecureWorks Corp.NasdaqGS:SCWX Rapporto sulle azioni

Cap. di mercato US$756.5m
Prezzo delle azioni
n/a
US$8.22
n/dsconto intrinseco
1Y16.6%
7D0.2%
1D
Valore del portafoglio
​
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SecureWorks Corp.

Report azionario NasdaqGS:SCWX

Capitalizzazione di mercato: US$756.5m

This company has been acquired

The company may no longer be operating, as it has been acquired. Find out why through their latest events.

SecureWorks (SCWX) Panoramica del titolo

SecureWorks Corp., attraverso le sue consociate, fornisce soluzioni di sicurezza informatica basate sulla tecnologia per proteggere i propri clienti negli Stati Uniti e a livello internazionale. Maggiori dettagli

SCWX analisi fondamentale
Punteggio fiocco di neve
Valutazione3/6
Crescita futura0/6
Prestazioni passate0/6
Salute finanziaria5/6
Dividendi0/6

Premi

Negoziato a un buon valore rispetto ai pari e al settore

Analisi del rischio

Attualmente non redditizio e non si prevede che diventerà redditizio nei prossimi 3 anni


SCWX Community Fair Values

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Concorrenti di SecureWorks Corp.

Storia dei prezzi e prestazioni

Riepilogo dei massimi, dei minimi e delle variazioni dei prezzi delle azioni per SecureWorks
Prezzi storici delle azioni
Prezzo attuale dell'azioneUS$8.51
Massimo di 52 settimaneUS$9.76
Minimo di 52 settimaneUS$5.61
Beta0.94
Variazione di 1 mese0.83%
Variazione a 3 mesi1.67%
Variazione di 1 anno16.58%
Variazione a 3 anni-38.73%
Variazione a 5 anni-46.68%
Variazione dall'IPO-39.21%

Notizie e aggiornamenti recenti

Seeking Alpha • Oct 11

SecureWorks: Expecting Mediocre Growth And Slow Margin Gains

Summary SecureWorks is up 10% this year amid speculation that the company is up for sale. I anticipate muted growth and modest margin improvement in upcoming quarters. Given this outlook, valuation appears unappealing versus its peers. As a result, I am assigning a Hold rating on SCWX. Read the full article on Seeking Alpha

Recent updates

Seeking Alpha • Oct 11

SecureWorks: Expecting Mediocre Growth And Slow Margin Gains

Summary SecureWorks is up 10% this year amid speculation that the company is up for sale. I anticipate muted growth and modest margin improvement in upcoming quarters. Given this outlook, valuation appears unappealing versus its peers. As a result, I am assigning a Hold rating on SCWX. Read the full article on Seeking Alpha
Articolo di analisi • Aug 02

Companies Like SecureWorks (NASDAQ:SCWX) Can Afford To Invest In Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, although...
Seeking Alpha • Jul 09

SecureWorks Makes Progress On Possible 2nd Half Revenue Growth (Upgrade)

Summary SecureWorks Corp. provides endpoint security and vulnerability management software and services globally. Subscription revenue is improving as operating losses decrease, with a focus on its Taegis XDR platform. The market outlook shows potential growth in the endpoint security market, with a shift towards BYOD policies and AI/ML solutions. I'm cautiously optimistic about SecureWorks Corp. as it potentially returns to growth in the second half of fiscal 2025. Read the full article on Seeking Alpha
Articolo di analisi • Jul 05

SecureWorks Corp.'s (NASDAQ:SCWX) Price Is Right But Growth Is Lacking After Shares Rocket 27%

SecureWorks Corp. ( NASDAQ:SCWX ) shareholders would be excited to see that the share price has had a great month...
Articolo di analisi • Jun 19

We Discuss Why SecureWorks Corp.'s (NASDAQ:SCWX) CEO Compensation May Be Closely Reviewed

Key Insights SecureWorks' Annual General Meeting to take place on 25th of June Salary of US$500.0k is part of CEO Wendy...
Articolo di analisi • May 10

SecureWorks Corp.'s (NASDAQ:SCWX) Price Is Right But Growth Is Lacking

SecureWorks Corp.'s ( NASDAQ:SCWX ) price-to-sales (or "P/S") ratio of 1.6x might make it look like a strong buy right...
Articolo di analisi • Mar 29

Here's Why We're Not Too Worried About SecureWorks' (NASDAQ:SCWX) Cash Burn Situation

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Articolo di analisi • Jan 17

Investors Don't See Light At End Of SecureWorks Corp.'s (NASDAQ:SCWX) Tunnel

With a price-to-sales (or "P/S") ratio of 1.6x SecureWorks Corp. ( NASDAQ:SCWX ) may be sending very bullish signals at...
Articolo di analisi • Dec 30

Should You Think About Buying SecureWorks Corp. (NASDAQ:SCWX) Now?

While SecureWorks Corp. ( NASDAQ:SCWX ) might not have the largest market cap around , it led the NASDAQGS gainers with...
Articolo di analisi • Sep 11

Here's Why We're A Bit Worried About SecureWorks' (NASDAQ:SCWX) Cash Burn Situation

Even when a business is losing money, it's possible for shareholders to make money if they buy a good business at the...
Articolo di analisi • Jun 22

It's Down 25% But SecureWorks Corp. (NASDAQ:SCWX) Could Be Riskier Than It Looks

SecureWorks Corp. ( NASDAQ:SCWX ) shareholders won't be pleased to see that the share price has had a very rough month...
Articolo di analisi • Jun 09

We Think SecureWorks (NASDAQ:SCWX) Needs To Drive Business Growth Carefully

There's no doubt that money can be made by owning shares of unprofitable businesses. For example, biotech and mining...
Articolo di analisi • Dec 31

Companies Like SecureWorks (NASDAQ:SCWX) Are In A Position To Invest In Growth

Just because a business does not make any money, does not mean that the stock will go down. For example, biotech and...
Seeking Alpha • Sep 13

SecureWorks Sees Taegis XDR Platform Growth But Forex Headwinds Remain

Summary SecureWorks recently reported its FQ2 2023 financial results. The firm provides organizations with cybersecurity threat detection and response software and services. SCWX has produced growth for its Taegis platform but overall results have disappointed. I'm on Hold for SCWX in the near term. A Quick Take On SecureWorks SecureWorks (NASDAQ:SCWX) reported its FQ2 2023 financial results on September 1, 2022, meeting expected revenue but missing EPS estimates. The company provides organizations with cybersecurity software and services to manage their IT threat environment. While the firm is making progress away from its legacy business, given a slowing macroeconomic environment, strong dollar and increasing operating losses, I’m on Hold for SCWX in the near term. SecureWorks Overview Atlanta, Georgia based SecureWorks was founded in 1999 to provide a variety of endpoint protection and vulnerability management and response software to organizations of all sizes. The firm is headed by Chief Executive Officer Wendy Thomas, who was previously Chief Financial Officer at Bridgevine and VP Finance at First Data Corporation. The company’s primary offerings include: Taegis extended detection & response [XDR] Managed detection & response Vulnerability management Managed services Security assessments & training The firm acquires customers through its direct sales and marketing efforts as well as through partner referrals and technology alliances. SCWX now counts a total of 1,500 customers for its flagship Taegis XDR platform. SecureWorks' Market & Competition According to a 2019 market research report by Global Market Insights, the global endpoint security market is projected to reach $7.5 billion by 2024, growing at a CAGR of 7% between 2017 and 2024. Endpoints are considered to be the weakest links in network security; hence, securing them plays a critical role in effectively strengthening the overall network. Additionally, growing in number and increasingly complex malware attacks force antivirus/antimalware solutions providers to constantly update their detection tools with the latest security patches. Major vendors that provide or are developing endpoint security solutions include: McAfee Symantec Corporation Cylance Palo Alto Networks (PANW) FireEye F-Secure Webroot Okta (OKTA) Per a market research report by Grand View Research on the Extended Detection and Response market, the firm estimated the value of the XDR market to have been $628 million in 2021 and forecasts its growth to reach $3.4 billion by 2030. If achieved, this would represent CAGR of 20.7% from 2022 to 2030. The U.S. XDR market history and forecast is shown in the chart below: U.S. XDR Market (Grand View Research) SecureWorks’ Recent Financial Performance Total revenue by quarter has trended lower in recent quarters: 9 Quarter Total Revenue (Seeking Alpha) Gross profit by quarter has also been lower more recently, as the chart shows below: 9 Quarter Gross Profit (Seeking Alpha) Selling, G&A expenses as a percentage of total revenue by quarter have risen in recent quarters, a negative signal: 9 Quarter Selling, G&A % Of Revenue (Seeking Alpha) Operating losses by quarter have worsened as shown below: 9 Quarter Operating Income (Seeking Alpha) Earnings per share (Diluted) have also grown increasingly negative: 9 Quarter Earnings Per Share (Seeking Alpha) (All data in above charts is GAAP) In the past 12 months, SCWX's stock price has fallen 51.3% vs. the U.S. S&P 500 index's drop of around 8.5%, as the chart below indicates: 52 Week Stock Price (Seeking Alpha) Valuation And Other Metrics For SecureWorks Below is a table of relevant capitalization and valuation figures for the company: Measure [TTM] Amount Enterprise Value / Sales 1.50 Revenue Growth Rate -10.1% Net Income Margin -13.6% GAAP EBITDA % -10.0% Market Capitalization $900,690,000 Enterprise Value $747,550,000 Operating Cash Flow -$11,400,000 Earnings Per Share (Fully Diluted) -$0.81 (Source - Seeking Alpha) The Rule of 40 is a software industry rule of thumb that says that as long as the combined revenue growth rate and EBITDA percentage rate equal or exceed 40%, the firm is on an acceptable growth/EBITDA trajectory. SCWX’s most recent GAAP Rule of 40 calculation was negative (20.2%) as of FQ2 2023, so the firm needs substantial improvement in this regard, per the table below: Rule of 40 - GAAP Calculation Recent Rev. Growth % -10.1% GAAP EBITDA % -10.0% Total -20.2% (Source - Seeking Alpha) Commentary On SecureWorks In its last earnings call (Source - Seeking Alpha), covering FQ2 2023’s results, management highlighted the growth in adoption for its Taegis XDR platform, which crossed the $200 million ARR (Annual Recurring Revenue) mark 14 quarters after launch.
Articolo di analisi • Sep 03

Companies Like SecureWorks (NASDAQ:SCWX) Can Afford To Invest In Growth

We can readily understand why investors are attracted to unprofitable companies. For example, biotech and mining...
Seeking Alpha • Aug 31

SecureWorks Q2 2023 Earnings Preview

SecureWorks (NASDAQ:SCWX) is scheduled to announce Q2 earnings results on Thursday, September 1st, before market open. The consensus EPS Estimate is -$0.17 (-1800.0% Y/Y) and the consensus Revenue Estimate is $116.1M (-13.5% Y/Y). Over the last 2 years, SCWX has beaten EPS estimates 88% of the time and has beaten revenue estimates 75% of the time. Over the last 3 months, EPS estimates have seen 0 upward revisions and 4 downward. Revenue estimates have seen 0 upward revisions and 2 downward.

Rendimenti per gli azionisti

SCWXUS SoftwareUS Mercato
7D0.2%8.6%1.6%
1Y16.6%-0.9%28.5%

Ritorno vs Industria: SCWX ha superato il US Software che ha restituito -0.9 % nell'ultimo anno.

Rendimento vs Mercato: SCWX ha avuto una performance inferiore al mercato US che ha registrato un rendimento 28.5 % nell'ultimo anno.

Volatilità dei prezzi

Is SCWX's price volatile compared to industry and market?
SCWX volatility
SCWX Average Weekly Movement0.4%
Software Industry Average Movement9.7%
Market Average Movement7.2%
10% most volatile stocks in US Market16.8%
10% least volatile stocks in US Market3.0%

Prezzo delle azioni stabile: SCWX non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.

Volatilità nel tempo: La volatilità settimanale di SCWX è diminuita da 8% a 0% nell'ultimo anno.

Informazioni sull'azienda

FondatoI dipendentiAMMINISTRATORE DELEGATOSito web
19991,516Wendy Thomaswww.secureworks.com

SecureWorks Corp., attraverso le sue consociate, fornisce soluzioni di sicurezza informatica basate sulla tecnologia per proteggere i propri clienti negli Stati Uniti e a livello internazionale. Le soluzioni dell'azienda comprendono soluzioni software-as-a-service, servizi di sicurezza gestiti e servizi professionali, tra cui servizi di risposta agli incidenti e test di penetrazione. Le sue soluzioni consentono alle organizzazioni di prevenire le violazioni della sicurezza, rilevare le attività dannose, rispondere rapidamente alle violazioni della sicurezza e identificare le minacce emergenti.

SecureWorks Corp. Riepilogo dei fondamenti

Come si confrontano gli utili e i ricavi di SecureWorks con la sua capitalizzazione di mercato?
SCWX statistiche fondamentali
Capitalizzazione di mercatoUS$756.45m
Utili (TTM)-US$86.60m
Ricavi(TTM)US$339.72m
2.2x
Rapporto P/S
-8.7x
Rapporto P/E

SCWX è sopravvalutato?

Vedi Fair Value e analisi di valutazione

Utili e ricavi

Statistiche chiave sulla redditività dall'ultima relazione sugli utili (TTM)
SCWX Conto economico (TTM)
RicaviUS$339.72m
Costo del fatturatoUS$112.65m
Profitto lordoUS$227.07m
Altre speseUS$313.67m
Utili-US$86.60m

Ultimi utili riportati

Nov 01, 2024

Prossima data di guadagno

n/a

Utile per azione (EPS)-0.97
Margine lordo66.84%
Margine di profitto netto-25.49%
Rapporto debito/patrimonio netto0%

Come si è comportato SCWX nel lungo periodo?

Vedi performance storica e confronto

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2025/02/04 08:29
Prezzo dell'azione a fine giornata2025/01/31 00:00
Utili2024/11/01
Utili annuali2024/02/02

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

SecureWorks Corp. è coperta da 8 analisti. 3 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Gabriela BorgesGoldman Sachs
Peter Sterling AutyJ.P. Morgan
Robbie OwensKeyBanc Capital Markets Inc.