Globant SA
NYSE:GLOB
| US |
|
Fubotv Inc
NYSE:FUBO
|
Media
|
| US |
|
Bank of America Corp
NYSE:BAC
|
Banking
|
| US |
|
Palantir Technologies Inc
NYSE:PLTR
|
Technology
|
| US |
C
|
C3.ai Inc
NYSE:AI
|
Technology
|
| US |
|
Uber Technologies Inc
NYSE:UBER
|
Road & Rail
|
| CN |
|
NIO Inc
NYSE:NIO
|
Automobiles
|
| US |
|
Fluor Corp
NYSE:FLR
|
Construction
|
| US |
|
Jacobs Engineering Group Inc
NYSE:J
|
Professional Services
|
| US |
|
TopBuild Corp
NYSE:BLD
|
Consumer products
|
| US |
|
Abbott Laboratories
NYSE:ABT
|
Health Care
|
| US |
|
Chevron Corp
NYSE:CVX
|
Energy
|
| US |
|
Occidental Petroleum Corp
NYSE:OXY
|
Energy
|
| US |
|
Matrix Service Co
NASDAQ:MTRX
|
Construction
|
| US |
|
Automatic Data Processing Inc
NASDAQ:ADP
|
Technology
|
| US |
|
Qualcomm Inc
NASDAQ:QCOM
|
Semiconductors
|
| US |
|
Ambarella Inc
NASDAQ:AMBA
|
Semiconductors
|
If you don’t study any companies, you have the same success buying stocks as you do in a poker game if you bet without looking at your cards.
Utilize notes to systematically review your investment decisions. By reflecting on past outcomes, you can discern effective strategies and identify those that underperformed. This continuous feedback loop enables you to adapt and refine your approach, optimizing for future success.
Each note serves as a learning point, offering insights into your decision-making processes. Over time, you'll accumulate a personalized database of knowledge, enhancing your ability to make informed decisions quickly and effectively.
With a comprehensive record of your investment history at your fingertips, you can compare current opportunities against past experiences. This not only bolsters your confidence but also ensures that each decision is grounded in a well-documented rationale.
Do you really want to delete this note?
This action cannot be undone.
| 52 Week Range |
152.98
249.69
|
| Price Target |
|
We'll email you a reminder when the closing price reaches USD.
Choose the stock you wish to monitor with a price alert.
|
|
Fubotv Inc
NYSE:FUBO
|
US |
|
|
Bank of America Corp
NYSE:BAC
|
US |
|
|
Palantir Technologies Inc
NYSE:PLTR
|
US |
|
C
|
C3.ai Inc
NYSE:AI
|
US |
|
|
Uber Technologies Inc
NYSE:UBER
|
US |
|
|
NIO Inc
NYSE:NIO
|
CN |
|
|
Fluor Corp
NYSE:FLR
|
US |
|
|
Jacobs Engineering Group Inc
NYSE:J
|
US |
|
|
TopBuild Corp
NYSE:BLD
|
US |
|
|
Abbott Laboratories
NYSE:ABT
|
US |
|
|
Chevron Corp
NYSE:CVX
|
US |
|
|
Occidental Petroleum Corp
NYSE:OXY
|
US |
|
|
Matrix Service Co
NASDAQ:MTRX
|
US |
|
|
Automatic Data Processing Inc
NASDAQ:ADP
|
US |
|
|
Qualcomm Inc
NASDAQ:QCOM
|
US |
|
|
Ambarella Inc
NASDAQ:AMBA
|
US |
This alert will be permanently deleted.
Globant SA
Intrinsic Value
The intrinsic value of one
GLOB
stock under the Base Case scenario is
234.23
USD.
Compared to the current market price of 229.25 USD,
Globant SA
is
Undervalued by 2%.
The Intrinsic Value is calculated as the average of DCF and Relative values:
Valuation Backtest
Globant SA
Uncover deeper insights with the Valuation Backtest. Learn how current stock valuations stack up against historical averages to gauge true investment potential.
Start backtest now and learn if your stock is truly undervalued or overvalued!
Stock is trading at its lowest valuation over the past 5 years.
To access the results of this valuation backtest, please register an account with us. Registration is quick and gives you instant access to insights on 3 stocks per week for free.
The backtest for GLOB cannot be conducted due to limitations such as insufficient data or other constraints. Please select a different stock or adjust your settings.
Fundamental Analysis
Economic Moat
Globant SA
Select up to 3 indicators:
Select up to 3 indicators:
Months
Months
Months
Months
Select up to 2 periods:
Globant SA is a rapidly growing technology services provider that specializes in software development, IT services, and digital transformation. Founded in 2003 in Argentina, the company has expanded its footprint to over 18 countries, establishing a reputation for delivering innovative solutions particularly in areas like artificial intelligence, cloud services, and user experience design. Globant's client roster includes some of the world's leading brands across various industries, from banking and healthcare to entertainment and travel, showcasing its versatility in addressing diverse business challenges. With an unwavering focus on sustainability and social responsibility, the company not...
Globant SA is a rapidly growing technology services provider that specializes in software development, IT services, and digital transformation. Founded in 2003 in Argentina, the company has expanded its footprint to over 18 countries, establishing a reputation for delivering innovative solutions particularly in areas like artificial intelligence, cloud services, and user experience design. Globant's client roster includes some of the world's leading brands across various industries, from banking and healthcare to entertainment and travel, showcasing its versatility in addressing diverse business challenges. With an unwavering focus on sustainability and social responsibility, the company not only aims to elevate its clients' capabilities but also to position itself as a forward-thinking entity that prioritizes ethical business practices.
For investors, Globant presents a compelling story of growth and opportunity in a dynamic digital landscape. With a robust business model driven by increasing demand for digital transformation services, the company has consistently reported strong revenue growth and profitability. As organizations worldwide pivot to embrace digital solutions, Globant's extensive expertise and global reach position it favorably to capture a significant share of this burgeoning market. Its strategic alliances, innovative culture, and emphasis on cutting-edge technologies make Globant an intriguing option for those seeking a player poised for long-term success in the tech sector. As it continues to navigate the complexities of the digital economy, Globant promises not only financial returns but also the potential to contribute positively to a tech-driven future.
Globant S.A. is a technology services company known for its software development, IT services, and consulting expertise. As of the latest information, Globant's core business segments can be highlighted as follows:
-
Software Development and Engineering:
- This segment focuses on custom software development, application modernization, and quality assurance services. Globant leverages agile methodologies and DevOps practices to deliver scalable and innovative software solutions to its clients.
-
IT Services and Consulting:
- Globant provides a range of IT consulting services that include digital transformation strategies, system integration, and IT infrastructure management. They help organizations navigate technological changes and optimize their operations.
-
Digital and Interactive Experiences:
- This segment emphasizes user experience (UX) and interface design (UI) as part of the digital transformation process. Globant crafts engaging and intuitive digital experiences across various platforms, catering to customer needs.
-
Cloud Services:
- Globant offers services related to cloud migration, deployment, and management. This includes helping businesses utilize cloud platforms to enhance flexibility, scalability, and resilience in their operations.
-
Artificial Intelligence and Data Analytics:
- The company invests in AI and data analytics solutions, assisting clients in harnessing the power of big data to drive insights and improve decision-making processes.
-
Industry-Specific Solutions:
- Globant has developed expertise in particular industries such as gaming, financial services, media, travel, and healthcare. They create tailored solutions that address the unique challenges and opportunities within these sectors.
-
Cognitive and Emerging Technologies:
- This segment covers emerging technologies like blockchain, augmented reality (AR), virtual reality (VR), and IoT (Internet of Things). Globant stays ahead by incorporating these technologies into their offerings to provide innovative solutions.
Globant's business model is driven by a strong focus on collaboration, innovation, and understanding the specific needs of its clients. As a leader in the digital transformation space, Globant aims to help organizations enhance their productivity and competitiveness through technology.
Globant S.A., an Argentine technology services company, has carved out a unique position in the competitive landscape of IT and software development. Here are several competitive advantages it holds over its rivals:
-
Focus on Digital Transformation: Globant specializes in digital transformation services, catering to organizations looking to modernize their processes and products. This focus aligns with the growing demand for companies to adopt digital technologies, positioning Globant as a leader in this niche.
-
Diverse Industry Expertise: The company serves a wide range of industries, including travel, media, finance, and healthcare. This diversification allows Globant to leverage cross-industry insights and innovations, enhancing its ability to deliver tailored solutions to clients.
-
Nearshore Development Model: Globant utilizes a nearshore development model, primarily through its offices in Latin America. This enables it to offer cost-effective services while maintaining cultural and time zone compatibility with North American clients, a significant advantage over companies that rely solely on offshore models.
-
Strong Emphasis on Innovation and R&D: With a dedicated focus on innovation, Globant invests significantly in research and development, fostering creativity in emerging technologies such as AI, machine learning, and cloud computing. This commitment to innovation keeps it at the forefront of industry trends and technological advancements.
-
Agile and Scalable Teams: Globant employs agile methodologies and has the capability to quickly scale teams up or down based on project requirements. This flexibility allows them to meet client needs efficiently and effectively.
-
Partnerships with Tech Giants: The company has strategic partnerships with major technology platforms like Google, Amazon, and Salesforce. These alliances extend their service offerings and credibility in the market, attracting more clients.
-
Strong Talent Pool: Globant attracts top talent from universities and technical institutions across Latin America. Its focus on building a skilled workforce, combined with strong company culture and training programs, helps maintain a high level of service quality.
-
Sustainability and Social Responsibility: Globant emphasizes corporate social responsibility and sustainability, which resonates with modern consumers and businesses that prioritize ethical practices. This positioning can enhance its reputation and appeal to clients who value these principles.
-
End-to-End Solutions: Offering a comprehensive range of services—from software development to consulting and design—enables Globant to provide integrated solutions that meet a client’s entire digital ecosystem needs.
-
Global Delivery Model: With offices and teams all over the world, Globant can manage projects on a global scale while maintaining local insights. This positions them well to cater to multinational clients with diverse requirements.
By leveraging these competitive advantages, Globant SA is well-positioned to continue growing in a dynamic and crowded market landscape.
Globant SA, a technology services company focused on software development and IT services, faces several risks and challenges in the near future:
-
Market Competition: The IT services sector is highly competitive, with numerous players ranging from large multinational firms to niche companies. This intense competition can lead to pricing pressures and reduced market share.
-
Economic Uncertainty: Global economic fluctuations, including recessions or inflation, may impact clients' budgets and spending on technology services. Economic downturns can lead to project delays or cancellations.
-
Talent Acquisition and Retention: The tech industry is experiencing a talent shortage, particularly in specialized fields like artificial intelligence, cloud computing, and cybersecurity. Attracting and retaining skilled professionals can be challenging, impacting project delivery and overall company growth.
-
Rapid Technological Changes: The fast-paced nature of technology evolution requires continuous adaptation and skill enhancement. Failing to keep up with new technologies and trends may lead to obsolescence, reducing competitive advantage.
-
Cybersecurity Risks: As a service provider, Globant must ensure that its systems and those of its clients are secure. Increasing cyber threats can jeopardize data integrity, customer trust, and business continuity.
-
Geopolitical Issues: Global operations expose Globant to geopolitical risks, including trade tariffs, changes in immigration policies, and political instability in countries where it operates, which can strain operations and costs.
-
Client Concentration: If a significant portion of Globant's revenue is derived from a limited number of clients, losing any of these key accounts could severely impact financial performance.
-
Regulatory Compliance: Compliance with data protection regulations such as GDPR and CCPA is essential. Non-compliance or changes in regulations can lead to legal challenges and financial penalties.
-
Currency Fluctuations: As a multinational company, Globant faces risks associated with fluctuating foreign exchange rates, which can affect profitability and pricing strategies.
-
Scalability and Quality Control: As Globant seeks to expand its services and client base, maintaining quality while scaling operations can be challenging. Inconsistent service delivery can harm reputation and client relationships.
Mitigating these risks will require strategic planning, investment in talent and technology, and a proactive approach to market dynamics.
Revenue & Expenses Breakdown
Globant SA
Balance Sheet Decomposition
Globant SA
| Current Assets | 933.3m |
| Cash & Short-Term Investments | 217.3m |
| Receivables | 692m |
| Other Current Assets | 24m |
| Non-Current Assets | 2B |
| Long-Term Investments | 40.8m |
| PP&E | 276.6m |
| Intangibles | 1.5B |
| Other Non-Current Assets | 102.5m |
| Current Liabilities | 686.3m |
| Accounts Payable | 102.2m |
| Accrued Liabilities | 225.2m |
| Other Current Liabilities | 358.9m |
| Non-Current Liabilities | 322.9m |
| Long-Term Debt | 91.6m |
| Other Non-Current Liabilities | 231.2m |
Earnings Waterfall
Globant SA
|
Revenue
|
2.4B
USD
|
|
Cost of Revenue
|
-1.5B
USD
|
|
Gross Profit
|
842.4m
USD
|
|
Operating Expenses
|
-582.8m
USD
|
|
Operating Income
|
259.5m
USD
|
|
Other Expenses
|
-90.1m
USD
|
|
Net Income
|
169.5m
USD
|
Free Cash Flow Analysis
Globant SA
| USD | |
| Free Cash Flow | USD |
Globant showcased impressive performance with Q3 revenues of $614.7 million, reflecting a 12.7% year-over-year growth. The company anticipates 15% revenue growth in 2024, with Q4 revenues projected between $642 million and $648 million, indicating an 11.1% increase at the midpoint. Gross profit margins improved to 38.5%, and adjusted operating margins reached 15.6%, both demonstrating a positive trend. The demand for AI services surged, generating significant revenue growth. By year-end 2024, Globant expects adjusted EPS between $1.71 and $1.75, maintaining a strong balance sheet with $213.5 million in cash. The company is poised for continued growth in established markets and new opportunities.
What is Earnings Call?
GLOB Profitability Score
Profitability Due Diligence
Globant SA's profitability score is 55/100. The higher the profitability score, the more profitable the company is.
Score
Globant SA's profitability score is 55/100. The higher the profitability score, the more profitable the company is.
GLOB Solvency Score
Solvency Due Diligence
Globant SA's solvency score is 75/100. The higher the solvency score, the more solvent the company is.
Score
Globant SA's solvency score is 75/100. The higher the solvency score, the more solvent the company is.
Wall St
Price Targets
GLOB Price Targets Summary
Globant SA
According to Wall Street analysts, the average 1-year price target for
GLOB
is 234.21 USD
with a low forecast of 141.4 USD and a high forecast of 278.25 USD.
Click here to dive deeper.
Dividends
Current shareholder yield for GLOB 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?
Profile
Globant SA
Country
Industry
Market Cap
Dividend Yield
Description
Globant SA engages in the provision of information technology services. The Company’s principal operating subsidiary is based in Buenos Aires, Argentina. During the year ended December 31, 2015, 83.7% of its revenues were generated by clients in North America, 11.0% in Latin America and Asia, and 5.3% in Europe. The company builds digital journeys, which consists of different software products, including mobile apps, Web apps, sensors and other software and hardware appliances that work orchestrated by a backend that uses big data and fast data to create a understanding of each consumer and how to act upon each scenario. The firm delivers digital journeys with a comprehensive approach that includes Stay Relevant, which helps its customers stay fit for the future of their industries; Discover, which think and conceive specific digital journeys for each customer; Build, which creates each digital journey leveraging the work of its Studios, its services over platforms and its agile pods methodologies.
Contact
IPO
Employees
Officers
The intrinsic value of one
GLOB
stock under the Base Case scenario is
234.23
USD.
Compared to the current market price of 229.25 USD,
Globant SA
is
Undervalued by 2%.
You don't have any saved screeners yet