Informatica Inc.

NYSE:INFA Stock Report

Market Cap: US$7.5b

Informatica Valuation

Is INFA undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

4/6

Valuation Score 4/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of INFA when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Discounted Cash Flow
Simply Wall St
US$25.28
Fair Value
2.1% undervalued intrinsic discount
10
Number of Analysts

Below Fair Value: INFA ($24.74) is trading below our estimate of fair value ($25.28)

Significantly Below Fair Value: INFA is trading below fair value, but not by a significant amount.


Key Valuation Metric

Which metric is best to use when looking at relative valuation for INFA?

Key metric: As INFA is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for INFA. This is calculated by dividing INFA's market cap by their current revenue.
What is INFA's PS Ratio?
PS Ratio4.5x
SalesUS$1.66b
Market CapUS$7.53b

Price to Sales Ratio vs Peers

How does INFA's PS Ratio compare to its peers?

The above table shows the PS ratio for INFA vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average7.6x
DBX Dropbox
3.1x-0.95%US$7.8b
CCCS CCC Intelligent Solutions Holdings
6.5x8.84%US$6.4b
TTAN ServiceTitan
11.6x12.39%US$9.4b
KVYO Klaviyo
9.1x17.43%US$9.6b
INFA Informatica
4.5x5.14%US$7.5b

Price-To-Sales vs Peers: INFA is good value based on its Price-To-Sales Ratio (4.5x) compared to the peer average (7.6x).


Price to Sales Ratio vs Industry

How does INFA's PS Ratio compare vs other companies in the US Software Industry?

66 CompaniesPrice / SalesEstimated GrowthMarket Cap
VYX NCR Voyix
0.7x-12.58%US$1.77b
DSP Viant Technology
0.5x9.34%US$587.96m
APPS Digital Turbine
0.9x9.16%US$418.33m
RMNI Rimini Street
0.9x1.88%US$384.87m
INFA 4.5xIndustry Avg. 5.2xNo. of Companies66PS048121620+
66 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: INFA is good value based on its Price-To-Sales Ratio (4.5x) compared to the US Software industry average (5x).


Price to Sales Ratio vs Fair Ratio

What is INFA's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

INFA PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio4.5x
Fair PS Ratio5.1x

Price-To-Sales vs Fair Ratio: INFA is good value based on its Price-To-Sales Ratio (4.5x) compared to the estimated Fair Price-To-Sales Ratio (5.1x).


Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst INFA forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$24.74
US$24.40
-1.37%
7.38%US$25.00US$19.00n/a10
Aug ’26US$24.63
US$23.27
-5.51%
12.17%US$27.00US$18.00n/a11
Jul ’26US$24.31
US$23.00
-5.39%
11.94%US$27.00US$18.00n/a13
Jun ’26US$24.01
US$23.00
-4.20%
11.94%US$27.00US$18.00n/a13
May ’26US$18.92
US$21.01
+11.02%
15.74%US$30.00US$18.00n/a17
Apr ’26US$17.65
US$21.85
+23.81%
17.05%US$30.00US$18.00n/a17
Mar ’26US$19.16
US$22.38
+16.82%
18.67%US$30.00US$18.00n/a17
Feb ’26US$25.68
US$32.97
+28.39%
11.89%US$40.00US$25.00n/a17
Jan ’26US$25.93
US$33.22
+28.11%
11.77%US$40.00US$25.00n/a16
Dec ’25US$26.52
US$33.17
+25.06%
12.16%US$40.00US$25.00n/a15
Nov ’25US$26.21
US$32.82
+25.23%
13.56%US$40.00US$25.00n/a15
Oct ’25US$23.98
US$32.49
+35.49%
15.34%US$40.00US$25.00n/a15
Sep ’25US$24.91
US$32.49
+30.43%
15.34%US$40.00US$25.00n/a15
Aug ’25US$24.54
US$33.50
+36.53%
14.34%US$40.00US$25.00US$24.6315
Jul ’25US$30.45
US$38.30
+25.79%
9.44%US$44.00US$30.00US$24.3115
Jun ’25US$28.85
US$38.41
+33.14%
9.18%US$44.00US$30.00US$24.0116
May ’25US$30.85
US$38.95
+26.26%
7.76%US$44.00US$30.00US$18.9217
Apr ’25US$35.20
US$38.97
+10.72%
8.74%US$45.00US$30.00US$17.6515
Mar ’25US$32.46
US$38.84
+19.65%
9.06%US$45.00US$30.00US$19.1615
Feb ’25US$30.90
US$30.11
-2.55%
11.67%US$36.00US$23.00US$25.6815
Jan ’25US$28.39
US$29.43
+3.66%
12.30%US$36.00US$23.00US$25.9314
Dec ’24US$25.53
US$24.64
-3.47%
10.24%US$30.00US$21.00US$26.5214
Nov ’24US$19.16
US$23.23
+21.25%
12.42%US$30.00US$18.00US$26.2113
Oct ’24US$21.07
US$23.23
+10.26%
12.42%US$30.00US$18.00US$23.9813
Sep ’24US$21.14
US$23.36
+10.49%
12.07%US$30.00US$18.00US$24.9114
Aug ’24US$19.16
US$20.93
+9.23%
18.83%US$30.00US$15.00US$24.5414
AnalystConsensusTarget
Consensus Narrative from 10 Analysts
US$24.40
Fair Value
1.4% overvalued intrinsic discount
10
Number of Analysts

Analyst Forecast: Target price is lower than the current share price.


Discover undervalued companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/08/22 17:29
End of Day Share Price 2025/08/22 00:00
Earnings2025/06/30
Annual Earnings2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Informatica Inc. is covered by 23 analysts. 13 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
William PowerBaird
Ishan MajumdarBaptista Research
Edward MagiBerenberg