SolarWinds Corporation

NYSE:SWI Stock Report

Market Cap: US$3.2b

This company has been acquired

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

SolarWinds Valuation

Is SWI 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-Earnings vs Peers

  • Price-To-Earnings vs Industry

  • Price-To-Earnings vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

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

Discounted Cash Flow
Simply Wall St
US$28.05
Fair Value
34.1% undervalued intrinsic discount
7
Number of Analysts

Below Fair Value: SWI ($18.49) is trading below our estimate of fair value ($28.05)

Significantly Below Fair Value: SWI is trading below fair value by more than 20%.

Key Valuation Metric

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

Key metric: As SWI is profitable we use its Price-To-Earnings Ratio for relative valuation analysis.

The above table shows the Price to Earnings ratio for SWI. This is calculated by dividing SWI's market cap by their current earnings.
What is SWI's PE Ratio?
PE Ratio28.4x
EarningsUS$111.90m
Market CapUS$3.17b

Price to Earnings Ratio vs Peers

How does SWI's PE Ratio compare to its peers?

The above table shows the PE ratio for SWI vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PEEstimated GrowthMarket Cap
Peer Average50.4x
PRGS Progress Software
49x28.88%US$2.8b
QLYS Qualys
28.4x2.64%US$5.1b
TDC Teradata
15.8x-9.37%US$2.2b
CVLT Commvault Systems
108.5x26.41%US$8.4b
SWI SolarWinds
28.4x7.73%US$3.2b

Price-To-Earnings vs Peers: SWI is good value based on its Price-To-Earnings Ratio (28.4x) compared to the peer average (31.6x).

Price to Earnings Ratio vs Industry

How does SWI's PE Ratio compare vs other companies in the US Software Industry?

7 CompaniesPrice / EarningsEstimated GrowthMarket Cap
NXTT Next Technology Holding
2.9xn/aUS$628.22m
YXT YXT.COM Group Holding
1.3xn/aUS$50.84m
AMOD Alpha Modus Holdings
4.3xn/aUS$16.87m
XNDA Tribal Rides International
2.8xn/aUS$1.18m
SWI 28.4xIndustry Avg. 41.1xNo. of Companies13PE020406080100+
7 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Earnings vs Industry: SWI is good value based on its Price-To-Earnings Ratio (28.4x) compared to the US Software industry average (29.2x).

Price to Earnings Ratio vs Fair Ratio

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

SWI PE Ratio vs Fair Ratio.
Fair Ratio
Current PE Ratio28.4x
Fair PE Ratio27.9x

Price-To-Earnings vs Fair Ratio: SWI is expensive based on its Price-To-Earnings Ratio (28.4x) compared to the estimated Fair Price-To-Earnings Ratio (27.9x).

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 SWI forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
Currentn/a
US$17.14
0%
9.82%US$18.50US$14.00n/a7
Jun ’26n/a
US$17.14
0%
9.82%US$18.50US$14.00n/a7
May ’26n/a
US$17.14
0%
9.82%US$18.50US$14.00n/a7
Apr ’26US$18.44
US$17.14
-7.03%
9.82%US$18.50US$14.00n/a7
Mar ’26US$18.31
US$17.14
-6.37%
9.82%US$18.50US$14.00n/a7
Feb ’26US$14.88
US$15.19
+2.07%
14.34%US$20.00US$12.50n/a8
Jan ’26US$14.25
US$14.56
+2.19%
16.05%US$20.00US$12.50n/a8
Dec ’25US$13.35
US$13.79
+3.26%
8.64%US$16.00US$12.50n/a7
Nov ’25US$13.16
US$13.79
+4.75%
8.64%US$16.00US$12.50n/a7
Oct ’25US$12.67
US$13.21
+4.30%
3.97%US$14.00US$12.50n/a7
Sep ’25US$12.79
US$13.25
+3.60%
4.22%US$14.00US$12.50n/a6
Aug ’25US$11.60
US$13.25
+14.22%
4.22%US$14.00US$12.50n/a6
Jul ’25US$12.11
US$13.92
+14.92%
6.02%US$15.00US$13.00n/a6
Jun ’25US$11.58
US$13.71
+18.43%
6.71%US$15.00US$12.50n/a7
May ’25US$11.07
US$15.13
+36.63%
27.60%US$26.00US$12.50n/a8
Apr ’25US$12.71
US$15.13
+19.00%
27.60%US$26.00US$12.50US$18.448
Mar ’25US$12.00
US$15.13
+26.04%
27.60%US$26.00US$12.50US$18.318
Feb ’25US$12.14
US$14.06
+15.84%
32.61%US$26.00US$11.00US$14.888
Jan ’25US$12.49
US$14.07
+12.66%
34.84%US$26.00US$11.00US$14.257
Dec ’24US$11.85
US$14.07
+18.75%
34.84%US$26.00US$11.00US$13.357
Nov ’24US$9.42
US$14.29
+51.65%
34.08%US$26.00US$11.00US$13.167
Oct ’24US$9.44
US$14.58
+54.48%
35.65%US$26.00US$11.00US$12.676
Sep ’24US$10.86
US$14.58
+34.28%
35.65%US$26.00US$11.00US$12.796
Aug ’24US$10.53
US$13.08
+24.25%
44.48%US$26.00US$9.00US$11.606
Jul ’24US$10.26
US$13.08
+27.52%
44.48%US$26.00US$9.00US$12.116
Jun ’24US$9.39
US$13.08
+39.33%
44.48%US$26.00US$9.00US$11.586
AnalystConsensusTarget
Consensus Narrative from 7 Analysts
US$17.14
Fair Value
7.9% overvalued intrinsic discount
7
Number of Analysts

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

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/04/15 12:11
End of Day Share Price 2025/04/15 00:00
Earnings2024/12/31
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

SolarWinds Corporation is covered by 31 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Ishan MajumdarBaptista Research
Raimo LenschowBarclays
William Kingsley CraneBerenberg