3.63%
10.13%
3.97%
30.36%
19.10%
159.74%
197.64%
AI Spotlight on NTNX
Company Description
Nutanix, Inc.provides an enterprise cloud platform in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa.The company offers Acropolis converges virtualization, enterprise storage services, and networking visualization and security services; Acropolis Hypervisor, an enterprise-grade virtualization solution; Nutanix Karbon for automated deployment and management of Kubernetes clusters to simplify the provisioning, operations, and lifecycle management of cloud-native environments; and Nutanix Clusters solution.
It also offers Prism Pro; Nutanix Beam, a cloud governance; and Nutanix Calm, an application marketplace, which provides automation services that streamline application lifecycle management and deliver powerful hybrid cloud orchestration.In addition, the company provides Nutanix Files, an enterprise-grade NFS and SMB files services; Nutanix Objects, a S3-compatible object services; Nutanix Era, a database automation and database-as-a-service solution; and Nutanix Frame, a desktop-as-a-service product to deliver virtual apps or desktops to users from multiple public cloud environments and/or an enterprises private cloud datacenter.Further, it offers products support, and consulting and implementation services.
It serves customers in a range of industries, including automotive, consumer goods, education, energy, financial services, healthcare, manufacturing, media, public sector, retail, technology, and telecommunications, as well as service providers.The company was incorporated in 2009 and is headquartered in San Jose, California.
Market Data
| Last Price | 69.35 |
| Change Percentage | 3.63% |
| Open | 67.87 |
| Previous Close | 66.92 |
| Market Cap ( Millions) | 18581 |
| Volume | 3191936 |
| Year High | 75.8 |
| Year Low | 43.35 |
| M A 50 | 66.54 |
| M A 200 | 61.53 |
Financial Ratios
| FCF Yield | 3.45% |
| Dividend Yield | 0.00% |
| ROE | 7.80% |
| Debt / Equity | -180.40% |
| Net Debt / EBIDTA | 264.30% |
| Price To Book | -22.91 |
| Price Earnings Ratio | -334.25 |
| Price To FCF | 28.96 |
| Price To sales | 8.02 |
| EV / EBITDA | 130.24 |
News
- 02:38 - Nutanix, Inc. (NTNX) Q2 2025 Earnings Call Transcript
- 00:00 - Nutanix (NTNX) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
- Feb -26 - Nutanix (NTNX) Q2 Earnings and Revenues Beat Estimates
- Feb -26 - Nutanix Reports Second Quarter Fiscal 2025 Financial Results
- Feb -19 - Nutanix (NTNX) Stock Sinks As Market Gains: Here's Why
- Feb -12 - Nutanix (NTNX) Registers a Bigger Fall Than the Market: Important Facts to Note
- Feb -06 - Nutanix (NTNX) Stock Slides as Market Rises: Facts to Know Before You Trade
- Feb -06 - Nutanix Announces Date and Conference Call Information for Second Quarter Fiscal Year 2025 Financial Results
- Feb -05 - Rapid GenAI Application Adoption Drives New Era of Application and Infrastructure Modernization
- Jan -29 - Here's Why Nutanix (NTNX) Fell More Than Broader Market
- Jan -21 - Nutanix (NTNX) Rises Yet Lags Behind Market: Some Facts Worth Knowing
- Jan -17 - Does Nutanix (NTNX) Have the Potential to Rally 25.47% as Wall Street Analysts Expect?
- Jan -15 - NTNX Gains 25% in 6 Months: Here's Why You Should Hold on to the Stock
- Jan -14 - Nutanix (NTNX) Exceeds Market Returns: Some Facts to Consider
- Jan -10 - Nutanix to Present at Upcoming Investor Conference
- Jan -08 - Nutanix (NTNX) Outperforms Broader Market: What You Need to Know
- Jan -03 - Why the Market Dipped But Nutanix (NTNX) Gained Today
- Dec -12 - Nutanix Announces Pricing of $750 Million 0.50% Convertible Senior Notes
- Dec -10 - Nutanix Announces Proposed $750 Million Convertible Senior Notes Offering
- Dec -06 - Deciphering Nutanix (NTNX) International Revenue Trends
Business Breakdown
Expected Mid-Term Growth
Segment n°1 -> Subscription
Expected Growth : 15 %
What the company do ?
Nutanix Subscription is a flexible, pay-as-you-go model for accessing Nutanix software, providing scalable infrastructure and simplified IT management.
Why we expect these perspectives ?
Nutanix's subscription growth is driven by increasing adoption of hybrid and multi-cloud strategies, rising demand for hyperconverged infrastructure, and growing need for cloud-like agility and simplicity in on-premises environments. Additionally, the company's expanding product portfolio, strategic partnerships, and strong sales execution are contributing to its rapid growth.
Segment n°2 -> Professional Services
Expected Growth : 12 %
What the company do ?
Nutanix Professional Services provide expert guidance and customized support to help organizations successfully deploy, manage, and optimize their Nutanix environments.
Why we expect these perspectives ?
Nutanix's Professional Services segment growth is driven by increasing adoption of hybrid and multi-cloud strategies, rising demand for digital transformation, and growing need for IT infrastructure optimization. Additionally, the company's expanding partner ecosystem, strategic acquisitions, and investments in emerging technologies such as AI and IoT are contributing to the 12% growth.
Segment n°3 -> Non-portable Software
Expected Growth : 16 %
What the company do ?
Non-portable software from Nutanix, Inc. refers to software that is specifically designed to run on Nutanix's proprietary hardware, making it incompatible with other hardware platforms.
Why we expect these perspectives ?
Nutanix's non-portable software growth is driven by increasing adoption of hybrid and multi-cloud strategies, rising demand for hyperconverged infrastructure, and growing need for simplified IT management. Additionally, the company's strong partnerships with leading cloud providers and its expanding product portfolio are contributing to its growth.
Segment n°4 -> Hardware
Expected Growth : 10 %
What the company do ?
Nutanix, Inc. offers a range of hyperconverged infrastructure (HCI) hardware solutions, including NX-Series and HX-Series appliances, that integrate compute, storage, and virtualization resources.
Why we expect these perspectives ?
Nutanix's hardware growth is driven by increasing adoption of hybrid cloud infrastructure, rising demand for hyperconverged infrastructure, and growing need for data center modernization. Additionally, the company's strong partnerships with leading server manufacturers and its ability to provide a seamless customer experience are contributing to its growth.
Nutanix, Inc. Products
| Product Range | What is it ? |
|---|---|
| Nutanix Acropolis | A hyperconverged infrastructure (HCI) solution that integrates compute, storage, and virtualization resources into a single platform. |
| Nutanix Prism | A management and orchestration platform that provides a single pane of glass for managing and monitoring Nutanix environments. |
| Nutanix Files | A software-defined file storage solution that provides a scalable and resilient platform for file-based workloads. |
| Nutanix Objects | A software-defined object storage solution that provides a scalable and durable platform for storing and managing large amounts of unstructured data. |
| Nutanix Calm | A cloud-agnostic application automation and orchestration platform that enables automated application deployment and management. |
| Nutanix Xi Frame | A cloud-based desktop-as-a-service (DaaS) solution that provides a secure and scalable platform for delivering virtual desktops and applications. |
| Nutanix Xi Leap | A cloud-based disaster recovery-as-a-service (DRaaS) solution that provides automated disaster recovery and business continuity capabilities. |
Nutanix, Inc.'s Porter Forces
Threat Of Substitutes
Nutanix's products are highly specialized and customized, making it difficult for substitutes to emerge.
Bargaining Power Of Customers
While customers have some bargaining power due to the presence of competitors, Nutanix's strong brand and high-quality products limit their negotiating power.
Bargaining Power Of Suppliers
Nutanix has a diverse supplier base, and its strong financial position gives it bargaining power over its suppliers.
Threat Of New Entrants
While there are barriers to entry in the hyperconverged infrastructure market, new entrants can still emerge, especially from established companies in adjacent markets.
Intensity Of Rivalry
The hyperconverged infrastructure market is highly competitive, with several established players competing fiercely for market share.
Capital Structure
| Value | |
|---|---|
| Debt Weight | 216.11% |
| Debt Cost | 4.47% |
| Equity Weight | -116.11% |
| Equity Cost | 10.26% |
| WACC | -2.26% |
| Leverage | -186.12% |
Nutanix, Inc. : Quality Control
Nutanix, Inc. passed 5 out of 9 key points:
Historical Valuation
Price/Earnings Ratio
Margin Valuation
Peers Valuation
Competitors
| Company | Rational |
|---|---|
| DBX | Dropbox, Inc. provides a content collaboration platform worldwide. Its platform allows individuals, families, teams, and organizations to collaborate and sign up for free through its website or app, as well … |
| SQSP | Squarespace, Inc. operates platform for businesses and independent creators to build online presence, grow their brands, and manage their businesses across the internet. Its suite of integrated products enables users … |
| OKTA | Okta, Inc. provides identity solutions for enterprises, small and medium-sized businesses, universities, non-profits, and government agencies in the United States and internationally. The company offers Okta Identity Cloud, a platform … |
| EEFT | Euronet Worldwide, Inc. provides payment and transaction processing and distribution solutions to financial institutions, agents, retailers, merchants, content providers, and individual consumers worldwide. The company's Electronic Fund Transfer Processing segment … |
| AKAM | Akamai Technologies, Inc. provides cloud services for securing, delivering, and optimizing content and business applications over the internet in the United States and internationally. The company offers cloud solutions to … |
Peers Metrics
DCF BETA
Expected Cash-Flows
Scoring Insights
Peers Group Analysis
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Dropbox
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Squarespace
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Euronet Worldwide
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Nutanix
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5
Okta
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