SolarWinds Corporation

NYSE:SWI Aktierapport

Börsvärde: 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 Utdelningar och återköp

Utdelning kriterier kontrolleras 0/6

SolarWinds har inte registrerat sig för att betala utdelning.

Viktig information

n/a

Avkastning på utdelning

0.7%

Återköpsavkastning

Total avkastning till aktieägarna0.7%
Framtida utdelningsavkastning0%
Utdelningstillväxtn/a
Nästa utbetalningsdag för utdelningn/a
Ex utdelningsdagn/a
Utdelning per aktien/a
Utdelningsandeln/a

Senaste utdelnings- och återköpsuppdateringar

Recent updates

Analysartikel 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 Alpha
Analysartikel 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...
Analysartikel 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...
Analysartikel 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...
User avatar
Ny analys 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.
Analysartikel 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 Alpha
Analysartikel 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 Alpha
Analysartikel 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...
Analysartikel 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 Alpha
Analysartikel 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...
Analysartikel 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 Alpha
Analysartikel 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...
Analysartikel 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 Alpha
Seeking 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 Alpha
Analysartikel 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...
Analysartikel 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 Alpha
Analysartikel 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...
Analysartikel 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.
Analysartikel 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...
Analysartikel 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.
Analysartikel 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.

Stabilitet och tillväxt i betalningar

Hämta utdelningsdata

Stabil utdelning: Otillräcklig data för att avgöra om SWI s utdelningar per aktie har varit stabila tidigare.

Växande utdelning: Otillräcklig data för att avgöra om SWI s utdelningsbetalningar har ökat.


Utdelningsavkastning jämfört med marknaden

SolarWinds Utdelningsavkastning jämfört med marknaden
Hur är SWI:s direktavkastning jämfört med marknaden?
SegmentUtdelningsavkastning
Företag (SWI)n/a
Marknadens lägsta 25% (US)1.4%
Marknad Topp 25% (US)4.2%
Genomsnitt för branschen (Software)0.9%
Prognosanalytiker (SWI) (upp till 3 år)0%

Anmärkningsvärd utdelning: Det går inte att utvärdera SWI s utdelningsavkastning mot de lägsta 25 % av utdelningsbetalarna, eftersom företaget inte har rapporterat några senaste utbetalningar.

Hög utdelning: Det går inte att utvärdera SWI s utdelningsavkastning mot de översta 25 % av utdelningsbetalarna, eftersom företaget inte har rapporterat några senaste utbetalningar.


Vinstutdelning till aktieägarna

Resultattäckning: Otillräcklig data för att beräkna SWI s utbetalningskvot för att avgöra om dess utdelningar täcks av intäkter.


Kontantutbetalning till aktieägarna

Kassaflödestäckning: Det går inte att beräkna hållbarheten för utdelningar eftersom SWI inte har rapporterat några utbetalningar.


Upptäck bolag med stark utdelning

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2025/04/15 05:01
Aktiekurs vid dagens slut2025/04/15 00:00
Intäkter2024/12/31
Årlig intjäning2024/12/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

SolarWinds Corporation bevakas av 20 analytiker. 8 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
William Kingsley CraneBerenberg
Kasthuri RanganBofA Global Research
Karl KeirsteadDeutsche Bank