Globant S.A.
Globant S.A. is a technology services company that helps organizations design, build, and run digital products and software solutions. The company provides application development, testing, infrastructure management, application maintenance, and enterprise technology services for clients across industries such as media and entertainment, financial services, retail, healthcare, travel, automotive, and telecommunications. Its offerings also include digital experience, cloud, cybersecurity, data and AI, e-commerce, UX and design, and other digital transformation services. Globant focuses on helping businesses modernize operations, improve customer engagement, and integrate advanced technologies into their workflows. Founded in 2003 and headquartered in Luxembourg, Globant plays a significant role in the global IT services market by combining engineering, design, and technology consulting for enterprise customers worldwide.
$39.56
+$0.33 (+0.84%)
EOD Oct 16, 2026
Operating margin is thin at 9.42%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue growth slowed to 1.6%, essentially flat. This is a business that needs a catalyst.
Even for strong businesses, today's 16x P/E means the stock needs to keep delivering. There's no margin of safety if growth disappoints.
15.5x earnings, 8.1x 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.
Price History
Valuation & Multiples
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$2.45B
▲ +1.6% YoY
Net Income (TTM)
$120M
▼ -38.5% YoY
Op. Margin
9.30%
▼ -0.2pp YoY
ROIC
6.80%
▼ -1.5pp YoY
Cash Flow & Balance Sheet
FCF (FY)
$212M
▲ +56.7% YoY
Op. Cash Flow (FY)
$301M
▼ -4.5% YoY
Net Debt
$221M
Cash & Equiv.
$252M
3Y CAGR: +11.3%
3Y CAGR: +27.5%
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Is Globant (GLOB) overvalued?
At a P/E of 15.5 and a price-to-free-cash-flow of 8.1, Globant (GLOB) trades below a two-stage DCF intrinsic value of about $242.07 per share, so at $39.56 the stock looks undervalued (511.9% below estimated intrinsic value). A high multiple is not the same as overvalued: fast-growing, high-quality businesses can deserve a premium. See the general approach in how to tell if a stock is overvalued.
On quality, Globant scores 57/100 on Intrinsiqq's quality scorecard (a mixed business on these measures), weighing growth, margins, returns on capital, share count, and balance-sheet strength. All figures are computed from company filings; read the full methodology, or see how the market compares in our US profitability statistics. This is analysis, not investment advice.
Frequently asked
What is Globant's fair value?+
Intrinsiqq's two-stage DCF estimates an intrinsic value of about $242.07 per share for GLOB, projecting its recent free cash flow forward with a growth rate that fades toward a long-run rate and discounting it back to today. Applying a 25% margin of safety gives a more conservative fair-value entry around $181.55. At today's $39.56, that puts the stock about 511.9% below estimated intrinsic value. The result is sensitive to the growth and discount-rate inputs, so it is best to run conservative, base and optimistic cases. You can adjust all of them yourself with the sliders on the DCF tab.
Is Globant a high-quality business?+
Globant scores 57 out of 100 on Intrinsiqq's quality score, a weighted blend of 8 metrics each scored 0 to 100, which makes it a mixed business on these measures. Recent fundamentals include a 9.3% operating margin and a 6.8% return on invested capital. The score weighs revenue and free-cash-flow growth, operating margins, return on invested capital, share-count change, and balance-sheet strength, all computed from company filings, not opinion. Because valuation only means something relative to quality, the full metric-by-metric breakdown is on the quality scorecard.
Is Globant a good stock to buy right now?+
That depends on valuation and quality together, not either alone. GLOB currently trades below its estimated intrinsic value and scores 57/100 on quality (mixed). A cheap price is only a bargain if the business is durable, and a premium can be justified by genuine quality, so the two questions, "is it cheap?" and "is it good?", only make sense side by side. Read the valuation against the quality scorecard, run the DCF on your own assumptions, and decide for yourself. This is analysis from company filings, not investment advice.
Related stocks: Information Technology Services
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Data sourced from company filings and third-party price providers. Scores, valuations, and metrics are algorithmic estimates. This is not investment advice. See our Terms and Methodology.