-3.19%
-6.19%
-5.15%
4.45%
-17.82%
-5.65%
-14.28%
AI Spotlight on INFA
Company Description
Informatica Inc.develops an artificial intelligence-powered platform that connects, manages, and unifies data across multi-cloud, hybrid systems at enterprise scale in the United States.The company's platform includes a suite of interoperable data management products, including data integration products to ingest, transform, and integrate data; API and application integration products that enable users to create and manage APIs and integration processes for app-to-app synchronization, business process orchestration, B2B partner management, application development, and API management; data quality products to profile, cleanse, standardize, and enrich data to deliver accurate, complete, and consistent data sets for analytics, data science, governance, and other initiatives; and master data management products to create an authoritative single source of truth of business-critical data to reduce data related errors and remove redundancies.
Its platform also includes customer and business 360 products to create, visualize, and browse comprehensive 360-degree views of business-critical data; data catalog products that enables customers to quickly find, access, and understand enterprise data using a simple Google-like search experience; and governance and privacy products that help users govern data, enable compliance with regulatory and corporate policies, and drive broader data consumption.The company also offers maintenance and professional services.Informatica Inc.
was founded in 1993 and is headquartered in Redwood City, California.
Market Data
| Last Price | 24.86 |
| Change Percentage | -3.19% |
| Open | 24.95 |
| Previous Close | 25.68 |
| Market Cap ( Millions) | 8687 |
| Volume | 312870 |
| Year High | 39.8 |
| Year Low | 22.07 |
| M A 50 | 25.98 |
| M A 200 | 26.91 |
Financial Ratios
| FCF Yield | 4.15% |
| Dividend Yield | 0.00% |
| ROE | 2.80% |
| Debt / Equity | 77.67% |
| Net Debt / EBIDTA | 299.75% |
| Price To Book | 3.14 |
| Price Earnings Ratio | 117.26 |
| Price To FCF | 24.12 |
| Price To sales | 5.24 |
| EV / EBITDA | 30.77 |
News
- Dec -23 - MGNI or INFA: Which Is the Better Value Stock Right Now?
- Nov -26 - Informatica to Host Tech Talk Focused on Architectural Innovations in Modern Cloud Data Management
- Nov -20 - MGNI or INFA: Which Is the Better Value Stock Right Now?
- Nov -18 - Informatica Announces Approval to Commence Open Market Repurchases
- Nov -14 - Apax in the lead to buy Italy's Quid Informatica as it builds financial IT hub, sources say
- Nov -08 - Informatica Announces Pricing of Secondary Public Offering of Common Stock
- Nov -07 - Informatica Announces Launch of Secondary Public Offering of Common Stock
- Nov -06 - AI Needs Data, Data Needs Informatica, So AI Investors Also Need Informatica
- Oct -31 - Informatica, Inc. (INFA) Q3 2024 Earnings Call Transcript
- Oct -30 - Informatica Inc. (INFA) Lags Q3 Earnings Estimates
- Oct -10 - Informatica Appoints Mitesh Dhruv to the Board of Directors
- Oct -09 - NICE or INFA: Which Is the Better Value Stock Right Now?
- Oct -09 - Informatica to Report Third Quarter 2024 Financial Results on October 30, 2024
- Sep -30 - Data Preparation Industry Report 2024, with Profiles of 40+ Key Players - Alteryx, Cambridge Semantics, ClearStory Data, Informatica, Qlik Technologies, Rapid Insight, Tableau Software, Talend & More
- Sep -08 - 3 Overlooked AI Stocks to “Buy the Dip”
- Sep -06 - ETWO vs. INFA: Which Stock Is the Better Value Option?
- Sep -04 - Informatica CEO Amit Walia on Salesforce
- Jul -31 - Informatica Inc. (INFA) Q2 2024 Earnings Call Transcript
- Jul -30 - Informatica Inc. (INFA) Q2 Earnings Top Estimates
- Jul -22 - Is Informatica Stock A Good Buy Ahead Of Its Q2 Results
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Cloud Subscription
Expected Growth : 12 %
What the company do ?
Cloud Subscription from Informatica Inc. is a pay-as-you-go model offering flexible, on-demand access to Informatica's cloud-based data integration and management services.
Why we expect these perspectives ?
Informatica's Cloud Subscription growth is driven by increasing demand for cloud-based data management, digital transformation, and analytics adoption. The 12% growth rate is fueled by the need for scalable, secure, and cost-effective solutions, as well as the company's strategic partnerships and innovative product offerings.
Segment n°2 -> Maintenance
Expected Growth : 6 %
What the company do ?
Informatica Maintenance is a comprehensive support program offering software updates, bug fixes, and technical assistance to ensure optimal performance and minimize downtime.
Why we expect these perspectives ?
Informatica Inc.'s 6% maintenance growth is driven by increasing demand for data management and integration solutions, expansion into cloud-based services, and a growing customer base in industries such as finance and healthcare. Additionally, the company's strategic acquisitions and investments in emerging technologies like AI and machine learning are contributing to its growth momentum.
Segment n°3 -> Self-managed Subscription License
Expected Growth : 10 %
What the company do ?
Self-managed Subscription License from Informatica Inc. allows customers to manage their own licenses, providing flexibility and control over their data integration and management needs.
Why we expect these perspectives ?
Informatica's Self-managed Subscription License growth is driven by increasing demand for cloud-based data management, rising adoption of big data analytics, and growing need for real-time data integration. Additionally, the shift towards digital transformation, IoT, and AI adoption are fueling growth. Furthermore, Informatica's strong brand reputation, expanding partner ecosystem, and strategic acquisitions are contributing to its 10% growth.
Segment n°4 -> Self-managed Subscription Support and Other
Expected Growth : 8 %
What the company do ?
Self-managed Subscription Support from Informatica Inc. allows customers to manage their own subscriptions, while 'Other' refers to additional services and solutions offered by Informatica, such as data integration, data quality, and master data management.
Why we expect these perspectives ?
Informatica's Self-managed Subscription Support and Other segment growth of 8% is driven by increasing adoption of cloud-based data management solutions, expansion of existing customer relationships, and growing demand for data integration and analytics services. Additionally, the company's strategic partnerships and investments in emerging technologies such as AI and machine learning are contributing to the segment's growth.
Segment n°5 -> Professional Services
Expected Growth : 7 %
What the company do ?
Informatica's Professional Services provide expert guidance and implementation support for data integration, data management, and cloud migration projects, ensuring successful digital transformations.
Why we expect these perspectives ?
Informatica's Professional Services segment growth is driven by increasing demand for data management and analytics, fueled by digital transformation and cloud adoption. Strong relationships with existing customers, cross-selling opportunities, and strategic partnerships also contribute to growth. Additionally, Informatica's expertise in data integration, quality, and governance helps customers overcome complex data challenges, further driving segment growth.
Segment n°6 -> Perpetual License
Expected Growth : 4 %
What the company do ?
A perpetual license from Informatica Inc. is a one-time payment for a software license that allows unlimited use of the software without expiration or subscription fees.
Why we expect these perspectives ?
The 4% growth of Perpetual License from Informatica Inc. is driven by increasing demand for data integration and management solutions, expansion into new markets, and strategic partnerships. Additionally, the growing need for digital transformation, cloud adoption, and big data analytics are fueling the growth of this segment.
Informatica Inc. Products
| Product Range | What is it ? |
|---|---|
| PowerCenter | A comprehensive enterprise data integration platform that enables users to integrate data from various sources, transform it, and load it into target systems. |
| PowerExchange | A data integration platform that enables users to access, transform, and deliver data from various sources, including mainframes, ERP systems, and databases. |
| Data Quality | A data quality solution that enables users to profile, cleanse, and enrich data to improve its accuracy and reliability. |
| Big Data Management | A big data management solution that enables users to integrate, process, and analyze large volumes of data from various sources. |
| Cloud Integration Hub | A cloud-based integration platform that enables users to integrate cloud-based applications and services. |
| Master Data Management | A master data management solution that enables users to create a single, unified view of master data across the enterprise. |
| Data Catalog | A data catalog solution that enables users to discover, catalog, and govern data across the enterprise. |
| AI and Machine Learning | A suite of AI and machine learning solutions that enable users to build, deploy, and manage AI models. |
Informatica Inc.'s Porter Forces
Threat Of Substitutes
Informatica Inc. operates in a niche market with limited substitutes, but the threat of substitutes is still present due to the emergence of new technologies and competitors.
Bargaining Power Of Customers
Informatica Inc. has a diverse customer base, which reduces the bargaining power of individual customers. Additionally, the company's products and services are often critical to its customers' operations, making it difficult for customers to negotiate prices or terms.
Bargaining Power Of Suppliers
Informatica Inc. has a diverse supplier base, and the company is not heavily dependent on any single supplier. This reduces the bargaining power of suppliers and allows Informatica to negotiate favorable terms.
Threat Of New Entrants
The data integration and management market is highly competitive, but the threat of new entrants is relatively low due to the high barriers to entry, including the need for significant investments in research and development, sales, and marketing.
Intensity Of Rivalry
The data integration and management market is highly competitive, with several established players competing for market share. Informatica Inc. faces intense competition from companies such as IBM, Microsoft, and Oracle, which can lead to pricing pressure and increased marketing expenses.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 45.42% |
| Debt Cost | 4.94% |
| Equity Weight | 54.58% |
| Equity Cost | 9.57% |
| WACC | 7.47% |
| Leverage | 83.21% |
Informatica Inc. : Quality Control
Informatica Inc. passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| S | SentinelOne, Inc. operates as a cybersecurity provider in the United States and internationally. The company's Extended Detection and Response (XDR) data stack that fuses together the data, access, control, and … |
| FOUR | Shift4 Payments, Inc. provides integrated payment processing and technology solutions in the United States. It provides omni-channel card acceptance and processing solutions, including credit, debit, contactless card, Europay, Mastercard and … |
| TOST | Toast, Inc. operates a cloud-based and digital technology platform for the restaurant industry in the United States and Ireland. The company offers Toast Point of Sale (POS), a hardware product; … |
| ALTR | Altair Engineering Inc., together with its subsidiaries, provides software and cloud solutions in the areas of simulation, high-performance computing, data analytics, and artificial intelligence worldwide. The company operates in two … |
| PATH | UiPath Inc. provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, and Japan. The company offers a suite … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Shift4 Payments
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Toast
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Altair Engineering
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Informatica
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5
UiPath
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1-Year Total Return ->
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