SuperworthAtlassian Corporation TEAM
Software - Application, Technology
$195.79
+0.93%
- Market cap
- $49.6B
- PE
- —
- Forward PE
- Price to sales
- 7.5×
- EV/EBIT
- 131×
- Revenue, 12 months
- $6.6B
- +26% on a year ago
- Net margin
- −0.8%
- Free cash flow yield
- 2.7%
Atlassian trades at 7.5× sales. Its trailing earnings are negative, so it has no PE. Revenue was $6.6B over the last twelve months, up 26% on a year earlier with a −1% net margin.
Charts
Financials
| Income statement | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| $1.1B | $1.2B | $1.1B | $1.2B | $1.3B+21% | $1.4B+14% | $1.4B+22% | $1.4B+21% | $1.6B+23% | $1.8B+32% | $1.8B+28% | |
| Cost of revenue | $194.5M | $213.4M | $217.5M | $217.6M | $223.1M+15% | $219.7M+3% | $234.4M+8% | $257.9M+19% | $237.7M+7% | $262.8M+20% | $238.5M+2% |
| Gross profit | $865.6M | $975.7M | $914.1M | $970.2M | $1.1B+23% | $1.1B+17% | $1.1B+26% | $1.2B+21% | $1.3B+27% | $1.5B+34% | $1.5B+33% |
| R&D | $536.8M | $576.5M | $589.1M | $603.1M | $680.2M+27% | $685.3M+19% | $700.7M+19% | $756M+25% | $826.5M+22% | $927M+35% | $759.8M+8% |
| SG&A | $375.1M | $381.4M | $379.5M | $399M | $436.9M+17% | $464.2M+22% | $477.7M+26% | $515M+29% | $569.9M+30% | $647M+39% | $564M+18% |
| −$49.1M | $17.8M | −$67M | −$32M | −$57.5M+17% | −$12.5M | −$28.5M−58% | −$96.3M+201% | −$47.7M−17% | −$56.3M+352% | $210.7M | |
| Interest expense | $9M | $8.5M | $7.6M | $7.3M | $7.3M−19% | $7.8M−8% | $8.1M+6% | $8.6M+18% | $12.5M+72% | $14.1M+81% | $14.1M+74% |
| Pre-tax income | −$40.1M | $19.8M | −$54.1M | −$30.2M | −$47.2M+18% | −$7.4M | −$14.2M−74% | −$56.3M+87% | −$55.8M+18% | −$62.8M+754% | $196.9M |
| $44.4M | $7M | $142.8M | $93.6M | −$9M | $63.5M+804% | $9.7M−93% | −$4.5M | −$13.1M+46% | $35.6M−44% | $57.8M+496% | |
| Net income | −$84.5M | $12.8M | −$196.9M | −$123.8M | −$38.2M−55% | −$70.8M | −$23.9M−88% | −$51.9M−58% | −$42.6M+12% | −$98.4M+39% | $139.1M |
| −$0.33 | $0.05 | −$0.76 | −$0.48 | −$0.15−55% | −$0.27 | −$0.09−88% | −$0.20−58% | −$0.16+7% | −$0.38+41% | $0.53 | |
| 258.6M | 261.8M | 260.3M | 260.5M | 261.1M+1% | 262.7M+0% | 262.9M+1% | 263M+1% | 263.8M+1% | 261M−1% | 253.4M−4% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Software - Application within ten times Atlassian's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| TEAMAtlassian Corporation | $49.6B | — | 873× | 7.5× | +26% | −0.8% | |
| ADSKAutodesk, Inc. | $49.1B | 30.4× | 58.4× | 6.3× | +18% | 21.1% | |
| VEEVVeeva Systems Inc. | $45.7B | 46.5× | 75.6× | 13.2× | +17% | 29.3% | |
| WDAYWorkday, Inc. | $44.4B | 37.4× | 73.1× | 4.4× | +13% | 12.3% | |
| ROPRoper Technologies, Inc. | $35.5B | 14.9× | 30.8× | 4.3× | +11% | 30.2% | |
| INTUIntuit Inc. | $79.4B | 18.0× | 49.3× | 3.7× | +14% | 21.3% | |
| ZMZoom Communications, Inc. | $27.7B | 8.8× | 32.3× | 5.5× | +5% | 65.2% | |
| ADBEAdobe Inc. | $90.6B | 13.0× | 48.5× | 3.5× | +12% | 28.0% | |
| APPAppLovin Corporation | $94.1B | 21.6× | 67.8× | 13.8× | +48% | 64.6% | |
| CDNSCadence Design Systems, Inc. | $98.1B | 70.8× | 59.4× | 16.8× | +15% | 23.6% | |
| ADPAutomatic Data Processing, Inc. | $104.9B | 24.1× | 30.4× | 4.8× | +7% | 20.1% | |
| Peer median | $64.3B | 22.9× | 53.9× | 5.2× | +14% | 25.8% |
About
- Industry
- Software - Application
- Sector
- Technology
Valuation data, not investment advice. Prices as of .