N-able 대차대조표 건전성
재무 건전성 기준 점검 3/6
N-able 의 총 주주 지분은 $804.6M 이고 총 부채는 $392.3M, 이는 부채 대 자기자본 비율을 48.8% 로 가져옵니다. 총자산과 총부채는 각각 $1.4B 및 $590.9M 입니다. N-able 의 EBIT는 $45.8M 이며 이자보상배율은 1.2 입니다. $115.8M 의 현금 및 단기 투자금을 보유하고 있습니다.
핵심 정보
48.76%
부채/자본 비율
US$392.33m
부채
| 이자보상배율 | 1.2x |
| 현금 | US$115.81m |
| 자본 | US$804.63m |
| 총부채 | US$590.90m |
| 총자산 | US$1.40b |
최근 재무 건전성 업데이트
분석 기사 • Jan 07
Is N-able (NYSE:NABL) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Aug 03
We Think N-able (NYSE:NABL) Is Taking Some Risk With Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Feb 14
Is N-able (NYSE:NABL) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...Recent updates
내러티브 업데이트 • Sep 09
NABL: Reset Recurring Revenue Plan Will Support Future Upside Potential
Analysts cut their price targets on N-able by roughly $2 to $3 per share to a range of about $3.65 to $4, reflecting concerns about softer renewal trends, competitive pressures, and the impact of recent incidents and execution changes on the updated FY26 outlook. Analyst Commentary on N-able Recent research on N-able highlights a mixed but constructive tone.
내러티브 업데이트 • Aug 25
NABL: Higher Margin Outlook Will Offset Renewal And Security Headwinds
The analyst price target for N-able has moved from $5.75 to $3.65 as analysts factor in softer renewal trends, competitive pressures, go to market changes, and concerns that the N-central incident and revised FY26 annual recurring revenue goals could weigh on growth expectations. Analyst Commentary Recent research on N-able highlights a more cautious tone as several bearish analysts reassess the company’s risk profile following weaker results, a lower annual recurring revenue guide for FY26, and the N-central incident.Seeking Alpha • Aug 12
N-able: A Contrarian Buy After Q2's Selloff
Summary N-able's Q2 actually met quarterly guidance. However, there were weaker renewals and a sequential ARR decline. These headwinds show that NABL's underlying business may be under pressure on its offerings. Concretely, it seems that UEM and EDR are losing momentum. Still, Cove and Security Operations are the silver linings within the report. I believe that this recent selloff is probably overdone by now, especially since N-able is at a much cheaper valuation relative to 2026's guided ARR. Read the full article on Seeking Alpha
내러티브 업데이트 • Aug 11
NABL: 2026 Execution Improvements And Security Resets Will Support Stock Rerating
Analysts have reduced their price targets on N-able to a lower $3.65 to $4 range, and the updated fair value estimate has moved from $6.85 to $5.08. They cite softer renewal trends, competitive pressures, execution changes, and concerns that medium-term ARR goals and retention headwinds may be challenging.내러티브 업데이트 • Jun 30
NABL: Higher Margin Outlook Will Drive Stronger Long Term Earnings Power
The analyst price target for N-able has been revised from $5.25 to $5.75, with analysts citing updated assumptions around discount rates, profit margins, and future P/E expectations as key drivers of the change. Analyst Commentary Recent Street research on N-able shows a mix of views, with the latest price target revision to US$5.75 sitting alongside earlier, more cautious moves.내러티브 업데이트 • Jun 16
NABL: AI Security Partnerships And 2026 Execution Will Support Stock Re Rating
The N-able analyst price target has been adjusted in a mixed set of moves, with one firm lifting its target by $0.50 while others cut theirs by $1.50 and $2.00, as analysts reassess the stock using updated discount rate and P/E assumptions. Analyst Commentary Recent research on N-able highlights a split view, with some analysts seeing support for the stock at current valuation levels, while others are more cautious on execution risk and P/E assumptions.내러티브 업데이트 • Jun 02
NABL: AI Security Offerings And 2026 Execution Will Drive Re Rating
Analysts have modestly reduced their consolidated $ price target on N-able by $0.10, citing slightly lower revenue growth assumptions, a higher discount rate, and more conservative future P/E expectations, which are partly offset by higher projected profit margins. Analyst Commentary Recent Street research on N-able shows a mix of optimism and caution, with several firms adjusting price targets and at least one downgrading the stock.내러티브 업데이트 • Apr 26
NABL: AI Security Adoption And 2026 Execution Will Support Re Rating
Analysts have trimmed their average price target for N-able by about $0.40, reflecting slightly lower fair value and P/E assumptions. They are looking for clearer evidence that AI can support growth and help re-accelerate the top line before assigning a higher valuation.내러티브 업데이트 • Apr 10
NABL: AI Security Adoption And 2026 Execution Will Drive Re Rating
Analysts have reduced their average 12 month price target on N-able from $8.75 to $5.25, citing a need for clearer top line acceleration and more tangible AI benefits before assigning a higher P/E multiple. Analyst Commentary Recent research on N-able reflects a mix of optimism about the business model and caution around execution, growth visibility, and valuation.내러티브 업데이트 • Mar 27
NABL: AI Security Adoption Will Support 2026 Re Rating Potential
Narrative Update on N-able The analyst price target for N-able has shifted toward the recent Scotiabank move to $5.25, as analysts factor in a more cautious stance on AI as a business tailwind and the view that clearer signs of top line acceleration are needed before the shares can re-rate, even as one firm maintains a bullish initiation. Analyst Commentary Street research on N-able has started to split into more optimistic and more cautious camps, with both sides focused on how quickly growth can improve and what that might mean for valuation.내러티브 업데이트 • Mar 12
NABL: AI Progress And 2026 Inflection Will Drive Upside Potential
Narrative Update on N-able The analyst price target for N-able has moved down by $3.50 to $5.25, as analysts point to tempered expectations around AI as a growth driver and a need for clearer signs of top line acceleration before the shares can re-rate. Analyst Commentary Recent research paints a mixed picture for N-able, with analysts weighing solid competitive positioning against questions around growth drivers and timing of any valuation re-rating.새로운 내러티브 • Mar 09
AI Security And Data Protection Tailwinds Will Support Stronger Long Term Potential
Catalysts About N-able N-able provides AI-powered cybersecurity, data protection and IT management software to managed service providers and mid-market customers. What are the underlying business or industry changes driving this perspective?내러티브 업데이트 • Feb 26
NABL: AI Adoption And 2026 Execution Will Support Future Upside
Analysts have reduced their fair value estimate for N-able from $9.65 to $7.35, citing recent price target cuts, including Scotiabank's adjustment to $5.25, and a view that clearer evidence of AI benefits and stronger top-line momentum are needed before the shares can support a higher P/E multiple. Analyst Commentary Bullish Takeaways Bullish analysts highlight that N-able is viewed as relatively insulated from copycat competition, which they see as supportive for the company’s ability to defend its current business model and pricing power over time.새로운 내러티브 • Feb 22
AI And Cybersecurity Execution Risks May Ease Over Time For A Modest Upside Potential
Catalysts About N-able N-able provides an AI powered cybersecurity and IT management platform focused on small and midsized organizations, largely through managed service providers and VARs. What are the underlying business or industry changes driving this perspective? Although the company is already embedding AI across its security operations and unified endpoint management suites, the heavy reliance on AI driven automation means any quality issues or misconfigurations could weaken its security outcomes and limit the uplift to revenue and net margins.분석 기사 • Feb 12
N-able, Inc. (NYSE:NABL) Not Doing Enough For Some Investors As Its Shares Slump 26%
The N-able, Inc. ( NYSE:NABL ) share price has fared very poorly over the last month, falling by a substantial 26...내러티브 업데이트 • Feb 10
NABL: Bullish Coverage And AI Expansion Will Support Future Upside
Analysts have kept their fair value estimate for N-able steady at $9.65, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E, along with fresh bullish Street research coverage, as support for this unchanged target. Analyst Commentary Recent Street research, including fresh coverage with a bullish stance, gives investors more color on how analysts see N-able at the current US$9.65 fair value estimate.내러티브 업데이트 • Jan 27
NABL: CMMC 2.0 Progress And Bullish Coverage Will Support Future Upside
Analysts have nudged their price target on N-able slightly higher, reflecting a fair value move from US$9.56 to US$9.65. The adjustment is supported by updated assumptions on growth, margins and future P/E, as well as recent bullish Street research initiation.내러티브 업데이트 • Jan 11
NABL: CMMC 2.0 Compliance Solutions Will Support Future Upside Potential
Analysts have kept their price target for N-able broadly aligned with prior views, citing only small model tweaks to the discount rate, revenue growth, profit margins, and future P/E assumptions rather than any major shift in their outlook. What's in the News N-able announced a public preview of a version of its N-central unified endpoint management solution that supports CMMC 2.0 controls for customers operating in secure environments tied to the Defense Industrial Base.분석 기사 • Jan 07
Is N-able (NYSE:NABL) Using Too Much Debt?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...내러티브 업데이트 • Dec 23
NABL: Cybersecurity Alignment With CMMC 2.0 Will Drive Upside Potential
Analysts have modestly fine tuned their price target on N able, reflecting a slightly lower discount rate and marginally reduced future P E expectations that together imply a small downward adjustment in the stock's long term valuation in dollar terms. What's in the News Launched public preview of a CMMC 2.0 ready version of N central, enabling Defense Industrial Base customers and MSPs to run the UEM platform in their own secure environments while aligning with CMMC 2.0 level 2 standards (Company announcement) Integrated N central with Adlumin XDR and MDR services to deliver unified cyber resilience, combining real time monitoring, automated incident response, and 24/7 threat detection designed to protect Controlled Unclassified Information under CMMC guidelines (Company announcement) Issued fourth quarter 2025 guidance, projecting revenue of 126.5 million to 127.5 million dollars, about 9 percent year over year growth on a reported basis and 7 to 8 percent on a constant currency basis (Guidance release) Revised full year 2025 revenue outlook to 507.7 million to 508.7 million dollars, implying roughly 9 percent reported and 8 percent constant currency growth versus the prior year (Guidance release) Completed a buyback tranche repurchasing 2,487,179 shares, about 1.32 percent of shares outstanding, for 19.95 million dollars under the authorization announced March 12, 2025 (Buyback update) Valuation Changes Fair Value: Unchanged at an implied long term value of 9.56 dollars per share, indicating no net impact from the updated assumptions.내러티브 업데이트 • Dec 09
NABL: Share Repurchases And Cyber Resilience Will Drive Future Upside
Narrative Update on N-able Analyst Price Target Analysts have modestly raised their price target on N-able, adding approximately 0.10 dollars per share. They cite slightly higher discount rate assumptions while maintaining stable views on long term revenue growth, profit margins, and valuation multiples.내러티브 업데이트 • Nov 24
NABL: Expanding Profit Margins And Cybersecurity Will Drive Continued Upside
Analysts have modestly raised their price target for N-able, increasing it from $9.44 to $9.56. They cite slight improvements in profit margin projections, along with a marginally lower discount rate and steady revenue growth expectations.내러티브 업데이트 • Nov 07
NABL: Margin Expansion And Cybersecurity Solutions Will Support Measured Industry Progress
Analysts have raised their price target for N-able from $9.19 to $9.44 per share, citing improved profit margin projections. This comes despite minor adjustments to revenue growth and discount rate assumptions.분석 기사 • Sep 11
A Look At The Intrinsic Value Of N-able, Inc. (NYSE:NABL)
Key Insights Using the 2 Stage Free Cash Flow to Equity, N-able fair value estimate is US$10.12 Current share price of...분석 기사 • Aug 10
N-able, Inc. (NYSE:NABL) Just Reported Second-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
NYSE:NABL 1 Year Share Price vs Fair Value Explore N-able's Fair Values from the Community and select yours Last week...분석 기사 • Aug 03
We Think N-able (NYSE:NABL) Is Taking Some Risk With Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Jul 16
Insufficient Growth At N-able, Inc. (NYSE:NABL) Hampers Share Price
With a price-to-sales (or "P/S") ratio of 3.2x N-able, Inc. ( NYSE:NABL ) may be sending bullish signals at the moment...분석 기사 • Jun 28
N-able (NYSE:NABL) Might Have The Makings Of A Multi-Bagger
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Seeking Alpha • Mar 18
N-able: Stock Has Limited Upside In The Near Term
Summary I recommend a hold rating for N-able due to uncertain near-term performance despite positive long-term growth potential. NABL's Q4 results exceeded expectations, with 7.5% y/y revenue growth and strong subscription revenue, but gross margins declined, indicating pricing pressures. The acquisition of Adlumin expands NABL's market reach and strengthens its XDR and MDR offerings, crucial for future growth amidst rising cyber threats. Despite compelling long-term targets, near-term revenue trends and declining net dollar retention are concerns, limiting share price upside and justifying a hold rating. Read the full article on Seeking Alpha분석 기사 • Mar 04
N-able, Inc.'s (NYSE:NABL) 26% Share Price Plunge Could Signal Some Risk
N-able, Inc. ( NYSE:NABL ) shareholders that were waiting for something to happen have been dealt a blow with a 26...분석 기사 • Feb 14
Is N-able (NYSE:NABL) Using Too Much Debt?
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...분석 기사 • Dec 18
There's Reason For Concern Over N-able, Inc.'s (NYSE:NABL) Price
With a price-to-earnings (or "P/E") ratio of 50.3x N-able, Inc. ( NYSE:NABL ) may be sending very bearish signals at...재무 상태 분석
단기부채: NABL 의 단기 자산 ( $211.8M )이 단기 부채( $162.4M ).
장기 부채: NABL의 단기 자산($211.8M)이 장기 부채($428.5M)를 충당하지 못합니다.
부채/자본 비율 추이 및 분석
부채 수준: NABL 의 순부채 대 자기자본 비율( 34.4% )은 satisfactory로 간주됩니다.
부채 감소: NABL의 부채 대비 자본 비율은 지난 5년 동안 48%에서 48.8%로 증가했습니다.
부채 범위: NABL 의 부채는 영업 현금 흐름 ( 23.8% )에 의해 잘 충당되었습니다.
이자 보장: NABL 의 부채에 대한 이자 지급은 EBIT(1.2x 적용 범위)만큼 잘 덮이지 않음입니다.
대차대조표
건전한 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/09/11 04:49 |
| 종가 | 2026/09/11 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
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| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
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| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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산업 및 섹터 지표
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분석가 소스
N-able, Inc.는 7명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Edward Magi | Berenberg |
| Keith Bachman | BMO Capital Markets Equity Research |
| Erik Suppiger | B. Riley Securities, Inc. |