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We provide people-first AI service software that organizations use to deliver exceptional employee and customer experiences. Our employee experience (EX) products include Freshservice, Freshservice for Business Teams, Device42 and FireHydrant.
$10.16
$0.52 (-4.87%)
Last close via Marketstack
Operating margin is thin at 1.57%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue up 16.4% YoY with margins expanding 20.8pp.
Even for strong businesses, today's 17x P/E means the stock needs to keep delivering. There's no margin of safety if growth disappoints.
16.7x earnings, 12.1x FCF. Valuation is in a reasonable range. The main question is whether the business can re-accelerate or if current trajectory is already priced in.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$871M
▲ +16.4% YoY
Net Income (TTM)
$180M
▲ +292.6% YoY
Op. Margin
1.79%
▲ +20.8pp YoY
ROIC
1.22%
▲ +10.5pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$238M
▲ +56.2% YoY
Op. Cash Flow (TTM)
$247M
▲ +50.9% YoY
Net Debt
-$740M
Net Cash Position
Cash & Equiv.
$779M
5Y CAGR: +27.4%
5Y CAGR: +53.1%
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