1.99%
-8.24%
-7.25%
-28.49%
74.15%
137.92%
454.11%
AI Spotlight on NAPA
Company Description
Napatech A/S provides reconfigurable computing solutions for the network management and cybersecurity applications worldwide.The company offers Link Capture Software that enables packet capture with nanosecond timestamping and replay with precise inter-frame gap control; Link Inline Software, which provides a processing architecture that offloads and accelerates flow aware application data planes; Link Virtualization Software that offloads and accelerates the Open vSwitch data plane to enhance CPU efficiency and network performance; and Link Programmable, which enables end users and OEMs to deploy FPGA computation solutions on SmartNIC platform, as well as Link-Assure professional services.It also provides solutions for telecom operators, cloud and data center service providers, and infrastructure and defense, as well as financial services, cyber security, network management, and virtualization.
The company was incorporated in 2003 and is headquartered in Copenhagen, Denmark.
Market Data
| Last Price | 25.6 |
| Change Percentage | 1.99% |
| Open | 24.1 |
| Previous Close | 25.1 |
| Market Cap ( Millions) | 2554 |
| Volume | 13807 |
| Year High | 40.5 |
| Year Low | 14 |
| M A 50 | 24.41 |
| M A 200 | 30.03 |
Financial Ratios
| FCF Yield | -4.79% |
| Dividend Yield | 0.00% |
| ROE | -64.72% |
| Debt / Equity | 31.84% |
| Net Debt / EBIDTA | 79.30% |
| Price To Book | 8.99 |
| Price Earnings Ratio | -16.85 |
| Price To FCF | -20.89 |
| Price To sales | 11.87 |
| EV / EBITDA | -25.23 |
News
- Sep -23 - Napatech Optimizes Datacenter Infrastructure for Artificial Intelligence
- Aug -22 - Napatech and SigmaX.AI Rescue Networks Drowning in AI Data Overload
- Sep -14 - Napatech Leaps Into Market For Data Center Infrastructure Processing Units
- Sep -12 - Napatech launches 5G User Plane Function offload solution on its Intel Agilex® FPGA-based 400Gbps SmartNIC
- Jun -21 - Napatech and Jabil Collaborate on Innovative Server Platform for High-Bandwidth, Low-Latency Fintech Applications
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> SmartNIC
Expected Growth : 10.9 %
What the company do ?
SmartNIC from Napatech A/S is a programmable network interface card that offloads and accelerates network processing tasks, freeing up CPU resources.
Why we expect these perspectives ?
Napatech A/S's SmartNIC growth is driven by increasing demand for high-performance computing, cloudification, and 5G networks. The need for accelerated packet processing, low latency, and high throughput in data centers and telecom infrastructure fuels adoption. Additionally, the growing importance of cybersecurity, network monitoring, and analytics further propels the segment's 10.9% growth.
Segment n°2 -> Engineering Services
Expected Growth : 10.88 %
What the company do ?
Napatech A/S's Engineering Services provide customized solutions for network monitoring and security, offering tailored support for OEMs and system integrators.
Why we expect these perspectives ?
Napatech A/S's 10.88% growth in Engineering Services is driven by increasing demand for high-speed data processing and network monitoring solutions, fueled by 5G adoption, IoT expansion, and cybersecurity concerns. Additionally, the company's focus on FPGA-based solutions and strategic partnerships with leading network equipment providers contribute to its growth momentum.
Napatech A/S Products
| Product Range | What is it ? |
|---|---|
| SmartNICs | Napatech's SmartNICs are high-performance network interface cards that provide real-time network traffic analysis and processing capabilities. |
| NT Series | The NT Series is a family of programmable network accelerators that provide high-performance packet processing and analysis capabilities. |
| Link Capture Software | Napatech's Link Capture Software is a powerful tool for capturing and analyzing network traffic, providing detailed insights into network performance and security. |
| NT-Hardware | Napatech's NT-Hardware is a range of programmable hardware accelerators that provide high-performance processing and analysis capabilities for network traffic. |
| Software Development Kit (SDK) | Napatech's SDK provides a comprehensive set of tools and APIs for developing custom network applications and integrating Napatech's products with existing systems. |
Napatech A/S's Porter Forces
Threat Of Substitutes
Napatech A/S faces moderate threat from substitutes, as customers have limited alternatives for high-performance network interfaces and adapters.
Bargaining Power Of Customers
Napatech A/S has a diverse customer base, which reduces the bargaining power of individual customers, giving the company an upper hand in negotiations.
Bargaining Power Of Suppliers
Napatech A/S relies on a few key suppliers for components, giving them some bargaining power, but the company's strong relationships and diversified supply chain mitigate this risk.
Threat Of New Entrants
The high barriers to entry in the network interface and adapter market, including significant R&D investments and regulatory hurdles, make it difficult for new entrants to challenge Napatech A/S.
Intensity Of Rivalry
The network interface and adapter market is highly competitive, with several established players, leading to intense rivalry and pricing pressure on Napatech A/S.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 31.86% |
| Debt Cost | 3.95% |
| Equity Weight | 68.14% |
| Equity Cost | 8.10% |
| WACC | 6.78% |
| Leverage | 46.76% |
Napatech A/S : Quality Control
Napatech A/S passed 2 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| IVSO.ST | Invisio AB (publ) develops and sells personal communication and hearing protection systems for professionals in the defense and military, law enforcement, and security sectors in Sweden, Europe, North America, and … |
| AUDC | AudioCodes Ltd. provides advanced communications software, products, and productivity solutions for the digital workplace. The company offers solutions, products, and services for unified communications, contact centers, VoiceAI business line, and … |
| SATX | SatixFy Communications Ltd. develops end-to-end next-generation satellite communications systems. The company offers satellite payloads, user terminals, and modems. Its products include modems that feature software defined radio; fully electronically steered … |
| CRNT | Ceragon Networks Ltd. provides wireless backhaul and fronthaul solutions that enable cellular operators and other wireless service providers. Its solutions use microwave and millimeter wave radio technology to transfer telecommunication … |
| HMS.ST | HMS Networks AB (publ) provides industrial communication and industrial Internet of Things solutions under the Anybus, Ewon, IXXAT, and Intesis brands worldwide. The company offers Anybus Embedded that offers multi-network … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Invisio
A-Score
1-Year Total Return ->
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Satixfy
A-Score
1-Year Total Return ->
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AudioCodes
A-Score
1-Year Total Return ->
4
Ceragon Networks
A-Score
1-Year Total Return ->
5
Napatech
A-Score
1-Year Total Return ->
6
