-5.70%
-3.69%
11.14%
26.86%
-18.67%
52.91%
-46.43%
AI Spotlight on FROG
Company Description
JFrog Ltd.provides DevOps platform in the United States.The company's products include JFrog Artifactory, a package repository that allows teams and organizations to store, update, and manage their software packages at any scale; JFrog Pipelines, an integration/continuous delivery tool for automating and orchestrating the movement of software packages; JFrog Xray, which scan JFrog Artifactory; and JFrog Distribution that provides software package distribution with enterprise-grade performance.
Its products include JFrog Artifactory Edge that utilizes and leverages metadata from JFrog Artifactory to facilitate the transfer of the incremental changes in software packages from their previous versions; JFrog Mission Control, a platform control panel that provides a view of moving pieces of an organization's software supply chain workflow; JFrog Insight, a DevOps intelligence tool; and JFrog Connect, a device management solution that allows companies to manage software updates and monitor performance across IoT device fleets from anywhere in the world.The company's products also comprise JFrog Pro, JFrog Pro Team, JFrog Pro X, JFrog Enterprise, JFrog Enterprise X, and JFrog Enterprise Plus products that offer ongoing updates, upgrades, and bug fixes, as well as cluster configuration, multi-site replication, and SLA support.It serves technology, financial services, retail, healthcare, and telecommunications organizations.
JFrog Ltd.was incorporated in 2008 and is headquartered in Sunnyvale, California.
Market Data
| Last Price | 34.71 |
| Change Percentage | -5.70% |
| Open | 35.73 |
| Previous Close | 36.81 |
| Market Cap ( Millions) | 3918 |
| Volume | 844117 |
| Year High | 46.65 |
| Year Low | 22.91 |
| M A 50 | 34.49 |
| M A 200 | 32.19 |
Financial Ratios
| FCF Yield | 2.75% |
| Dividend Yield | 0.00% |
| ROE | -9.36% |
| Debt / Equity | 1.81% |
| Net Debt / EBIDTA | 43.91% |
| Price To Book | 5.03 |
| Price Earnings Ratio | -56.14 |
| Price To FCF | 36.35 |
| Price To sales | 9.14 |
| EV / EBITDA | -47.49 |
News
- Mar -04 - JFrog and Hugging Face Team to Improve Machine Learning Security and Transparency for Developers
- Mar -04 - JFrog Becomes an AI System of Record, Launches JFrog ML – Industry's First End-to-End DevOps, DevSecOps & MLOps Platform for Trusted AI Delivery
- Mar -04 - JFrog Unveils Secure AI Model Delivery Accelerated by NVIDIA NIM Microservices
- Feb -15 - JFrog: The Market Is Starting To Catch On To This Excellent Growth Story
- Feb -14 - JFrog Analysts Increase Their Forecasts After Better-Than-Expected Earnings
- Feb -14 - JFrog Ltd. (FROG) Q4 2024 Earnings Call Transcript
- Feb -14 - Here's What Key Metrics Tell Us About JFrog (FROG) Q4 Earnings
- Feb -13 - JFrog Ltd. (FROG) Surpasses Q4 Earnings and Revenue Estimates
- Feb -12 - JFrog Signs Agreement with AWS to Help Enterprises Unlock Business Value from Their Software Supply Chains
- Feb -10 - Countdown to JFrog (FROG) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS
- Feb -03 - JFrog Climbs 14% in a Month: Is it the Right Time to Buy the Stock?
- Jan -14 - JFrog: Great Value In This Software Growth Story
- Jan -06 - JFrog to Present at Upcoming Investor Conference
- Nov -22 - SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of JFrog Ltd. - FROG
- Nov -21 - SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of JFrog Ltd. - FROG
- Nov -19 - SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of JFrog Ltd. - FROG
- Nov -17 - SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of JFrog Ltd. - FROG
- Nov -16 - SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of JFrog Ltd. - FROG
- Nov -15 - SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of JFrog Ltd. - FROG
- Nov -14 - SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of JFrog Ltd. - FROG
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Subscription
Expected Growth : 18.97 %
What the company do ?
JFrog's Subscription is a paid plan offering access to premium features, support, and security updates for their products, including Artifactory and Xray.
Why we expect these perspectives ?
JFrog's subscription growth of 18.97% is driven by increasing adoption of cloud-native and DevOps practices, rising demand for efficient software development and deployment, and the company's expanding presence in the global market, particularly in the Asia-Pacific region. Additionally, JFrog's innovative products, such as Artifactory and Xray, are gaining traction among large enterprises and Fortune 500 companies.
Segment n°2 -> Software-as-a-Service
Expected Growth : 14.4 %
What the company do ?
JFrog's SaaS offering provides a cloud-based platform for managing and securing software packages, binaries, and artifacts, streamlining DevOps and CI/CD workflows.
Why we expect these perspectives ?
JFrog's 14.4% growth in Software-as-a-Service is driven by increasing adoption of cloud-native applications, DevOps practices, and digital transformation. The company's platform provides a unified solution for managing and securing software packages, appealing to enterprises seeking efficient and secure software development. Additionally, JFrog's expansion into new markets, strategic partnerships, and continuous innovation in artificial intelligence and machine learning capabilities further fuel growth.
Segment n°3 -> License
Expected Growth : 14.07 %
What the company do ?
The License from JFrog Ltd. is a proprietary license that governs the use of JFrog's products, including Artifactory and Bintray, with restrictions on modification and redistribution.
Why we expect these perspectives ?
JFrog's 14.07% growth driven by increasing adoption of DevOps and digital transformation, rising demand for efficient software release management, and expansion into new markets and geographies, fueled by strategic partnerships and innovative products such as Artifactory and Xray.
Jfrog Ltd. Products
| Product Range | What is it ? |
|---|---|
| JFrog Artifactory | A universal binary repository manager that integrates with your existing ecosystem to provide a single source of truth for all your binaries, including Docker images, npm packages, and more. |
| JFrog Bintray | A fully-featured, cloud-based package repository that provides a single source of truth for all your software packages, including npm, Docker, and more. |
| JFrog Xray | A universal artifact analysis platform that provides deep insights into your software components, including open-source and third-party dependencies. |
| JFrog Pipelines | A cloud-based, continuous integration and continuous deployment (CI/CD) platform that automates and streamlines your software delivery process. |
| JFrog Mission Control | A centralized management platform that provides real-time visibility and control over your JFrog products and services. |
JFrog Ltd.'s Porter Forces
Threat Of Substitutes
JFrog's products are highly specialized and customized, making it difficult for substitutes to emerge.
Bargaining Power Of Customers
While JFrog's customers have some bargaining power due to the availability of alternative solutions, the company's strong brand reputation and high-quality products mitigate this power.
Bargaining Power Of Suppliers
JFrog has a diverse supplier base, and its suppliers have limited bargaining power due to the company's strong market position.
Threat Of New Entrants
While there are barriers to entry in the DevOps and software development markets, new entrants can still emerge, especially with the rise of open-source alternatives.
Intensity Of Rivalry
The DevOps and software development markets are highly competitive, with several established players and new entrants vying for market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 3.17% |
| Debt Cost | 3.95% |
| Equity Weight | 96.83% |
| Equity Cost | 8.98% |
| WACC | 8.82% |
| Leverage | 3.27% |
JFrog Ltd. : Quality Control
JFrog Ltd. passed 7 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| GTLB | GitLab Inc., through its subsidiaries, develops software for the software development lifecycle in the United States, Europe, and the Asia Pacific. The company offers GitLab, a DevOps platform, which is … |
| PCOR | Procore Technologies, Inc. provides a cloud-based construction management platform and related software products in the United States and internationally. The company's platform enables owners, general and specialty contractors, architects, and … |
| RIOT | Riot Blockchain, Inc., together with its subsidiaries, focuses on bitcoin mining operations in North America. It operates through Bitcoin Mining, Data Center Hosting, and Electrical Products and Engineering segments. As … |
| NCNO | nCino, Inc., a software-as-a-service company, provides cloud-based software applications to financial institutions in the United States and internationally. Its nCino Bank Operating System, a tenant cloud platform, which digitizes, automates, … |
| BSY | Bentley Systems, Incorporated, together with its subsidiaries, provides infrastructure engineering software solutions in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company offers open modeling and open … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Bentley Systems
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nCino
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Riot Blockchain
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4
Procore
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5
GitLab
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1-Year Total Return ->
6
