Jamf Holding Corp
NASDAQ:JAMF
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Intrinsic Value
The intrinsic value of one JAMF stock under the Base Case scenario is 21.292 USD. Compared to the current market price of 16.905 USD, Jamf Holding Corp is Undervalued by 21%.
The Intrinsic Value is calculated as the average of DCF and Relative values:
Valuation Backtest
Jamf Holding Corp
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Fundamental Analysis
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Revenue & Expenses Breakdown
Jamf Holding Corp
Balance Sheet Decomposition
Jamf Holding Corp
Current Assets | 374m |
Cash & Short-Term Investments | 200.9m |
Receivables | 109.1m |
Other Current Assets | 64.1m |
Non-Current Assets | 1.2B |
PP&E | 32.3m |
Intangibles | 1.1B |
Other Non-Current Assets | 87.2m |
Current Liabilities | 409m |
Accounts Payable | 18.9m |
Accrued Liabilities | 73.8m |
Other Current Liabilities | 316.4m |
Non-Current Liabilities | 445.4m |
Long-Term Debt | 368.2m |
Other Non-Current Liabilities | 77.2m |
Earnings Waterfall
Jamf Holding Corp
Revenue
|
598.4m
USD
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Cost of Revenue
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-135.1m
USD
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Gross Profit
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463.2m
USD
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Operating Expenses
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-529.9m
USD
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Operating Income
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-66.6m
USD
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Other Expenses
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-22.8m
USD
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Net Income
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-89.5m
USD
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Free Cash Flow Analysis
Jamf Holding Corp
USD | |
Free Cash Flow | USD |
Jamf's second quarter of 2024 saw a 13% year-over-year revenue growth, reaching $621.7 million in annual recurring revenue (ARR). Non-GAAP operating income was $23.5 million, amounting to an operating margin of 15%, up more than 1,000 basis points from Q2 2023. The company reported strong adoption in various industries, despite weaknesses in the tech and K-12 sectors. Notably, security ARR surged by 27%. For Q3 2024, Jamf projects revenues between $156.5 million and $158.5 million, with a non-GAAP operating margin at the midpoint of 16.5%【4:2†source】【4:6†source】.
What is Earnings Call?
JAMF Profitability Score
Profitability Due Diligence
Jamf Holding Corp's profitability score is 39/100. The higher the profitability score, the more profitable the company is.
Score
Jamf Holding Corp's profitability score is 39/100. The higher the profitability score, the more profitable the company is.
JAMF Solvency Score
Solvency Due Diligence
Jamf Holding Corp's solvency score is 37/100. The higher the solvency score, the more solvent the company is.
Score
Jamf Holding Corp's solvency score is 37/100. The higher the solvency score, the more solvent the company is.
Wall St
Price Targets
JAMF Price Targets Summary
Jamf Holding Corp
According to Wall Street analysts, the average 1-year price target for JAMF is 22.95 USD with a low forecast of 19.19 USD and a high forecast of 31.5 USD.
Dividends
Current shareholder yield for JAMF is .
Shareholder yield represents the total return a company provides to its shareholders, calculated as the sum of dividend yield, buyback yield, and debt paydown yield. What is shareholder yield?
Ownership
JAMF Insider Trading
Buy and sell transactions by insiders
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Profile
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Industry
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Dividend Yield
Description
Jamf Holding Corp. engages in the provision of Apple infrastructure and security platform of scale. The company is headquartered in Minneapolis, Minnesota and currently employs 2,212 full-time employees. The company went IPO on 2020-07-22. The firm through its subsidiaries, helps organizations, including businesses, hospitals, schools and government agencies, connect, manage and protect Apple products, applications and corporate resources in the cloud without ever having to touch the devices. The firm is engaged in Apple Enterprise Management, and its cloud software platform is the vertically-focused Apple infrastructure and security platform. The company sells its software as a service (SaaS) solution via a subscription model, through a direct sales force, online and indirectly via its channel partners, including Apple. Its multi-dimensional go-to-market model and cloud-deployed offering enables the Company to reach all organizations around the world with its software solutions.
Contact
IPO
Employees
Officers
The intrinsic value of one JAMF stock under the Base Case scenario is 21.292 USD.
Compared to the current market price of 16.905 USD, Jamf Holding Corp is Undervalued by 21%.