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SolarWinds 향후 성장
Future 기준 점검 1/6
SolarWinds (는) 각각 연간 7.7% 및 3.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 3.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 13.3% 로 예상됩니다.
핵심 정보
7.7%
이익 성장률
3.15%
EPS 성장률
| Software 이익 성장 | 19.6% |
| 매출 성장률 | 3.4% |
| 향후 자기자본이익률 | 13.27% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 03 Mar 2025 |
최근 향후 성장 업데이트
Recent updates
분석 기사 • Jan 11
Investors Will Want SolarWinds' (NYSE:SWI) Growth In ROCE To Persist
What are the early trends we should look for to identify a stock that could multiply in value over the long term? One...Seeking Alpha • Dec 18
SolarWinds Corporation: Rating Upgrade On Better Growth Outlook
Summary I recommend a buy rating for SolarWinds Corporation due to improved macroeconomic conditions and solid company-level progress over the past year. The macroenvironment has stabilized with reduced inflation and interest rate cuts, creating a favorable demand landscape for SWI. SWI's successful migration to a subscription-based model and consolidation strategy has led to larger deal sizes and accelerated ARR growth. Read the full article on Seeking Alpha분석 기사 • Dec 07
When Should You Buy SolarWinds Corporation (NYSE:SWI)?
SolarWinds Corporation ( NYSE:SWI ), is not the largest company out there, but it saw a double-digit share price rise...분석 기사 • Nov 19
SolarWinds (NYSE:SWI) Seems To Use Debt Quite Sensibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Nov 01
SolarWinds Corporation's (NYSE:SWI) Shares Lagging The Industry But So Is The Business
SolarWinds Corporation's ( NYSE:SWI ) price-to-sales (or "P/S") ratio of 2.8x might make it look like a buy right now...
새 내러티브 • Sep 11
Subscription-First Strategy And Hybrid Cloud Innovations Propel Future Earnings Surge
SolarWinds' subscription-first strategy and strong subscription revenue growth indicate a potential increase in stock value through predictable revenue streams.분석 기사 • Aug 23
The Return Trends At SolarWinds (NYSE:SWI) Look Promising
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Ideally, a business...Seeking Alpha • Jul 27
SolarWinds: Leveraging AI For Advanced IT Management Solutions
Summary SolarWinds has launched SolarWinds AI and advanced Database Performance Analyzer capabilities, aiming to automate IT transitions, optimize database performance, and reduce downtime, thereby improving customer satisfaction. In Q1 2024, SolarWinds achieved a 4% increase in revenue to $193.31 million, driven by the shift to subscription models and strong sales of its IT management solutions, despite fluctuations. SolarWinds' market share price has shown volatility over the past year but has been trending positively, reflecting investor confidence in the company's strategic decisions and improved financial performance, positioning it. Read the full article on Seeking Alpha분석 기사 • Jul 27
Does SolarWinds (NYSE:SWI) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Seeking Alpha • Jun 12
Voss Capital - SolarWinds: Easily The Cheapest Software Stock Over $1B In Market Cap
Summary SolarWinds provides software solutions for network, application, and database management, helping businesses maintain smooth and secure computer networks. The company is transitioning to a subscription model, leading to accelerating revenue growth and margin expansion, despite being undervalued in the market. SolarWinds recently paid a special dividend, temporarily increasing leverage, but is expected to see significant upside potential in the near future. Read the full article on Seeking Alpha분석 기사 • May 10
Solid Earnings Reflect SolarWinds' (NYSE:SWI) Strength As A Business
SolarWinds Corporation ( NYSE:SWI ) recently posted some strong earnings, and the market responded positively. We did...분석 기사 • Apr 03
There's Been No Shortage Of Growth Recently For SolarWinds' (NYSE:SWI) Returns On Capital
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...Seeking Alpha • Feb 14
SolarWinds: Strong Earnings And Positive Long-Term Prospects (Rating Upgrade)
Summary SolarWinds surpasses expectations in Q4 2023 earnings, marking its fourth consecutive quarter of beating EPS and revenue forecasts. Transitioning to a subscription-based revenue model, SolarWinds witnessed a substantial 34% YoY increase in annual recurring revenue, signaling strong customer retention and acquisition strategies. With improving financials, including impressive adjusted EBITDA growth and a promising outlook for FY2024, SolarWinds emerges as an undervalued investment opportunity, warranting an upgrade to a buy rating. Read the full article on Seeking Alpha분석 기사 • Jan 23
These 4 Measures Indicate That SolarWinds (NYSE:SWI) Is Using Debt Reasonably Well
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Dec 26
Insufficient Growth At SolarWinds Corporation (NYSE:SWI) Hampers Share Price
SolarWinds Corporation's ( NYSE:SWI ) price-to-sales (or "P/S") ratio of 2.7x might make it look like a buy right now...Seeking Alpha • Nov 17
SolarWinds Looks Fully Valued, But A Sale May Be Under Consideration
Summary SolarWinds Corporation has reported its Q3 2023 financial results, beating revenue and earnings estimates. The company offers IT systems management tools and is exploring options, including a possible sale. Revenue growth has been slow, and the company is facing an SEC lawsuit for allegedly misleading investors about a cyberattack. A sale of the firm may be under consideration. My outlook on SolarWinds Corporation is on Hold. Read the full article on Seeking Alpha분석 기사 • Oct 14
Is SolarWinds (NYSE:SWI) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Sep 15
SolarWinds (NYSE:SWI) Is Doing The Right Things To Multiply Its Share Price
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Seeking Alpha • Sep 08
SolarWinds: Near-Term Challenges And Weak Relative Performance Depress Stock Price
Summary SolarWinds is facing near-term challenges that will limit its growth potential and result in weaker performance compared to peers. Compared to industry peers like Datadog, Splunk, and Dynatrace, SWI's growth outlook is significantly weaker, with peers projected to grow at 10% to 20+%. Given the current challenges and weak growth prospects for SWI, my recommendation is hold. Read the full article on Seeking AlphaSeeking Alpha • Aug 04
SolarWinds Q2: Shedding Light On Progress Amid Cyber Shadows
Summary SolarWinds Corporation exceeded expectations with its Q2 financial performance, showcasing revenue growth and a successful subscription-first strategy. The company's stock has experienced a significant decline, but this can be attributed to the aftermath of a cyber-attack. While SolarWinds shows potential, caution is advised due to potential revenue disruptions, one-off costs, and economic headwinds in the IT sector. Read the full article on Seeking Alpha분석 기사 • Jul 01
We Think SolarWinds (NYSE:SWI) Can Stay On Top Of Its Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...분석 기사 • Jun 09
SolarWinds (NYSE:SWI) Is Experiencing Growth In Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...Seeking Alpha • May 23
SolarWinds: Things Are Getting Better, But Still A Hold For Now
Summary SolarWinds started FY23 strong, surpassing expectations with robust revenue performance and margin recovery to over a 40% EBITDA margin. The addition of 47 new customers who each spent over $100,000 demonstrates improving business prospects. I believe market consensus margin estimates may be conservative, creating room for SWI to surpass expectations and trigger a re-rating of the stock. Read the full article on Seeking Alpha분석 기사 • May 19
SolarWinds Corporation (NYSE:SWI) Shares Could Be 49% Below Their Intrinsic Value Estimate
Key Insights SolarWinds' estimated fair value is US$17.72 based on 2 Stage Free Cash Flow to Equity Current share price...분석 기사 • Mar 05
These 4 Measures Indicate That SolarWinds (NYSE:SWI) Is Using Debt Extensively
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Seeking Alpha • Feb 08
SolarWinds Q4 2022 Earnings Preview
SolarWinds (NYSE:SWI) is scheduled to announce Q4 earnings results on Thursday, February 9th, before market open. The consensus EPS Estimate is $0.20 (-33.3% Y/Y) and the consensus Revenue Estimate is $180.19M (-3.5% Y/Y). Over the last 2 years, SWI has beaten EPS estimates 100% of the time and has beaten revenue estimates 88% 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.분석 기사 • Jan 23
Is There An Opportunity With SolarWinds Corporation's (NYSE:SWI) 40% Undervaluation?
How far off is SolarWinds Corporation ( NYSE:SWI ) from its intrinsic value? Using the most recent financial data...분석 기사 • Dec 26
SolarWinds' (NYSE:SWI) Returns On Capital Are Heading Higher
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Seeking Alpha • Dec 08
SolarWinds Corporation: Larger Customers Show A Glimpse Of Potential Future Growth
Summary SolarWinds missed revenue expectations this past quarter while meetings EPS consensus of $0.20 per share. The company is transitioning more old and new customers onto its scalable, subscription-based business model. Continued growth in annual recurring revenue with 2025 goal to reach $1 billion ARR. Challenging macro environment, major reputational impact of 2020 security breach and generally weak technology industry trading performance. SolarWinds Corporation (SWI) offers information technology (IT) management software as a solution to service providers. Over the years, it has been switching new and existing customers over to a scalable and profitable recurring revenue business model. Although SWI has a solid business model backed by high-end, on-premise and cloud-based technology, it has yet to deliver robust results this year. In 2020, SWI was heavily scrutinised for a severe security breach. This year has also been abysmal for stocks within the technology industry. Looking at the stock year trend, we can see losses of 43.21% for investors. Stock Trend (SeekingAlpha.com) Although the stock is trending downward, this unprofitable company has an uphill road to better times. In the long term, the company has a severe business model and significant and long-term customers, whereby, for now, I would advise investors to hold the stock as the company continues to onboard new customers and switch existing customers to its more profitable subscription-based model, with a long term goal of $1 billion in annual recurring revenue. Overview SWI, previously known as SolarWinds Parent, Inc., was founded in 1999 in Austin, Texas. It provides on-premise and cloud-based IT management solutions to over 300,000 customers in the USA and globally. The company's broad portfolio includes technology professionals with a unified platform to manage, monitor and optimise all IT-related things. The company directly offers data, infrastructure, applications, security, and web and service management solutions to technicians. It is moving from tool-based offerings to an integrated, hybrid solution to cover all aspects of the environment as a software as a service (SaaS) platform to address modern-day customer needs better. Transitioning to observability SaaS platform (Investor Presentation 2022) SWI has three main revenue streams. Primarily its goal is to generate recurring revenue from subscriptions to its SaaS solutions. Secondly, the periodic maintenance revenue is connected to products with perpetual licenses that usually need on-premise updates and maintenance. Thirdly there is the non-recurring license revenue from the sale of perpetual licenses. Below is a breakdown of the revenue in the third quarter of 2022. Revenue Stream Breakdown (Investor Presentation 2022) The acceleration of the company's digital transformation is a big reason to remain positive because this advancement means an increase in larger customers and deal sizes, which is what we are already seeing with a 12% year-on-year increase in customers that spend more than $100,000 over twelve months. Third Quarter Results On November third SWI announced its third quarter results in which it missed revenue expectations by $2.7 million to reach $179.4 million, and it had an in-line Non-GAAP EPS of $0.20 per share. Recurring revenue from both maintenance and subscriptions represented 87% of the third quarter's revenue. The adjusted EBITDA for Q3 was $70.3 million, which indicated a 39% margin. Below we can see the four past quarterly financial performances. Financials per quarter (Finance.Yahoo.com) The company had a net loss of $292.2 million for this past quarter, a large part of the expenses were connected to impairment charges. In the image below we have a good overview of the Q3 financial results. Financial Highlights (Investor Presentation) We can see that although the company has over 300,000 customers, 882 customers have a significant performance impact by spending over $100,000 in the last twelve months. This is an increase of 12% year on year. This number has also increased, which is a promising sign for future value growth. Customer value growth (Investor Presentation 2022) Over the last three years, the stock has declined 53%. On the other hand, the company continues to invest profits at increasing rates of return. However, its rate of return of 3.3% is under the software industry average of 10%. The company has a broad portfolio and a large untapped addressable market. The company's balance sheet shows a net debt of $1.1 billion. In September, it proactively paid $300 million in debt prepayment. Investors should be cautious that the debt matures in February 2024. The company also has high net leverage of 3.9 over a twelve-month adjusted EBITDA period, and its cash was $493 million at the end of Q3.분석 기사 • Nov 04
At US$8.06, Is SolarWinds Corporation (NYSE:SWI) Worth Looking At Closely?
While SolarWinds Corporation ( NYSE:SWI ) might not be the most widely known stock at the moment, it saw significant...Seeking Alpha • Nov 02
SolarWinds Q3 2022 Earnings Preview
SolarWinds (NYSE:SWI) is scheduled to announce Q3 earnings results on Thursday, November 3rd, before market open. The consensus EPS Estimate is $0.20 (-45.9% Y/Y) and the consensus Revenue Estimate is $182.1M (+0.5% Y/Y). Over the last 2 years, SWI has beaten EPS estimates 100% of the time and has beaten revenue estimates 100% of the time. Over the last 3 months, EPS estimates have seen 0 upward revisions and 6 downward. Revenue estimates have seen 1 upward revision and 5 downward.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2026 | 854 | 129 | 285 | 237 | 7 |
| 12/31/2025 | 818 | 96 | 273 | 226 | 8 |
| 12/31/2024 | 797 | 112 | 168 | 188 | N/A |
| 9/30/2024 | 785 | 39 | 160 | 181 | N/A |
| 6/30/2024 | 774 | 23 | 186 | 207 | N/A |
| 3/31/2024 | 766 | 12 | 199 | 219 | N/A |
| 12/31/2023 | 759 | -9 | 165 | 183 | N/A |
| 9/30/2023 | 748 | -19 | 148 | 166 | N/A |
| 6/30/2023 | 737 | -308 | 105 | 123 | N/A |
| 3/31/2023 | 728 | -930 | 95 | 115 | N/A |
| 12/31/2022 | 719 | -929 | 134 | 155 | N/A |
| 9/30/2022 | 719 | -941 | 122 | 143 | N/A |
| 6/30/2022 | 721 | -648 | 138 | 156 | N/A |
| 3/31/2022 | 722 | -48 | 157 | 170 | N/A |
| 12/31/2021 | 719 | -65 | 143 | 157 | N/A |
| 9/30/2021 | 717 | 83 | 211 | 225 | N/A |
| 6/30/2021 | 721 | 85 | 275 | 288 | N/A |
| 3/31/2021 | 644 | 93 | 319 | 338 | N/A |
| 12/31/2020 | 717 | 115 | 367 | 389 | N/A |
| 9/30/2020 | 779 | 2 | 341 | 368 | N/A |
| 6/30/2020 | 834 | 4 | 314 | 342 | N/A |
| 3/31/2020 | 964 | 16 | 289 | 315 | N/A |
| 12/31/2019 | 669 | -25 | 285 | 300 | N/A |
| 9/30/2019 | 906 | 674 | 287 | 305 | N/A |
| 6/30/2019 | 879 | 595 | 269 | 289 | N/A |
| 3/31/2019 | 852 | 497 | 261 | 282 | N/A |
| 12/31/2018 | 833 | 365 | 236 | 254 | N/A |
| 9/30/2018 | 810 | -414 | N/A | 263 | N/A |
| 6/30/2018 | 786 | -405 | N/A | 244 | N/A |
| 3/31/2018 | 760 | -374 | N/A | 230 | N/A |
| 12/31/2017 | 728 | -352 | N/A | 233 | N/A |
| 12/31/2016 | 469 | -334 | N/A | 90 | N/A |
| 9/30/2015 | 486 | 90 | N/A | 202 | N/A |
| 6/30/2015 | 467 | 87 | N/A | 199 | N/A |
| 3/31/2015 | 450 | 79 | N/A | 195 | N/A |
| 12/31/2014 | 429 | 78 | N/A | 200 | N/A |
| 9/30/2014 | 407 | 76 | N/A | 198 | N/A |
| 6/30/2014 | 382 | 75 | N/A | 185 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: SWI 의 연간 예상 수익 증가율(7.7%)이 saving rate(2.8%)보다 높습니다.
수익 vs 시장: SWI 의 연간 수익(7.7%)이 US 시장(16.7%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: SWI 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: SWI 의 수익(연간 3.4%)이 US 시장(연간 11.6%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: SWI 의 수익(연간 3.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: SWI의 자본 수익률은 3년 후 13.3%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2025/04/15 06:46 |
| 종가 | 2025/04/15 00:00 |
| 수익 | 2024/12/31 |
| 연간 수익 | 2024/12/31 |
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 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
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분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.
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산업 및 섹터 지표
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분석가 소스
SolarWinds Corporation는 20명의 분석가가 다루고 있습니다. 이 중 8명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| William Kingsley Crane | Berenberg |
| Kasthuri Rangan | BofA Global Research |
| Karl Keirstead | Deutsche Bank |