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Extreme Networks, Inc. (EXTR)

NEUTRAL
TechnologyCommunication EquipmentUnited States

Fundamental

66

Precio

$22.56

Capitalización Bursátil

$2.93B

Parte 1 · Cuánto vale la empresa

Resumen

Extreme Networks, Inc., together with its subsidiaries, develops, markets, and sells network infrastructure equipment and related software in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. It offers ExtremeCloud IQ, a machine learning/AI powered, wired and wireless cloud network management solution that offers visibility and control over users, devices, and applications; ExtremeCloud IQ-Site Engine which extends cloud management to non-cloud native and multi-vendor devices; ExtremeCloud IQ Essentials provides wireless intrusion prevention system, location services, and guest management services; and ExtremeCloud SD-WAN, a software-defined wide area networks solution offered as an all-inclusive subscription, which includes hardware, the cloud-based SD-WAN service, support and maintenance, and customer success support. The company also provides indoor and outdoor Wi-Fi 7 and prior generation Aps; WIPS solutions; switch products; Cloud Native Platforms and Applications for Service Providers; and ExtremeCloud Universal ZTNA. In addition, the company offers customer and support services, such as support services for end-users, resellers, and distributors; and premier, professional, and education services. It sells its products through original equipment manufacturers, strategic relationships, distributors, resellers, and field sales. The company serves mid-market and enterprise customers, and services providers. Extreme Networks, Inc., was incorporated in 1996 and is headquartered in Morrisville, North Carolina.

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Direct competitors

Who this company fights with for the same customers

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Balance y Liquidez

Ingresos

$1.28B

Últimos 12 meses (hasta 30/6/2026)

Beneficio Neto

$42M

Últimos 12 meses (hasta 30/6/2026)

Flujo de Caja Libre

$95M

Patrimonio Neto Total

$89M

Pasivo Total

$1.09B

Ratio de Liquidez

0.93

Cobertura de Intereses

4.55

Deuda/EBITDA

2.34

Beneficio Por Acción

Ingresos y Beneficio Neto

Flujo de Caja Libre

Desglose de Ingresos

Estado histórico

Márgenes en el tiempo

La deuda en el tiempo

Cuánto pesa la deuda

Cuadro de crecimiento

Crecimiento — Ingresos

Estimación de Valor Justo

Infravalorado

Valor Justo

$42.28

Precio Actual

$22.56

Margen de Seguridad

+46.6%

Rango de Valor Justo

$27.48 - $57.08

Métodos de Estimación

Analyst Target:$33.50
DCF:$77.44
PE-based:$7.08
Graham Growth:$15.96
EPV:$2.61
Consenso de Analistas:Compra Fuerte (12B / 2H / 0S)
Última Sorpresa de Resultados:+7.96%

Métricas de Valoración

Ratio P/E

72.19

ROE

47.5%

Ratio P/B

32.97

P/FCF

30.66

Margen Bruto

61.5%

ROIC

8.5%

Radar de Rentabilidad

Value Creation (Economic Moat)

ROIC

8.5%

WACC

13.7%

ROIC − WACC

-5.2 pp

ROIC is below the cost of capital — the company is destroying value for every dollar invested.

Criterios de Análisis Fundamental

Superado (16)

  • EPS shows upward trend
  • Price CAGR 16.43%
  • ROIC 8.5%
  • Gross Margin 61.5%
  • Positive Free Cash Flow
  • Current Ratio
  • Interest Coverage
  • Debt/EBITDA
  • Return on Tangible Assets
  • ROE 50.7%
  • Analyst Consensus 86% Buy
  • Earnings Surprise avg 5.4%
  • PEG Ratio 0.92
  • Earnings Quality (OCF/NI) 2.92
  • Net Margin Trend 3.3% vs -0.7%
  • Piotroski F-Score 7/9

Fallido (10)

  • P/FCF 30.66
  • P/B Ratio 32.97
  • Debt/Equity ratio
  • Operating Margin 4.9%
  • CapEx intensity
  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Overvalued)
  • Revenue Growth 5Y 4.9%
  • Share Dilution 9.2%

No disponible (1)

  • Dividend Payout NaN%

Piotroski F-Score

7/9

Solidez financiera fuerte

score
criteria

Calidad de los Beneficios

2.92

Alta calidad: beneficios respaldados por efectivo

Dilución de Acciones

9.2%

Emitiendo nuevas acciones, diluyendo la participación

Gobernanza

Equipo Directivo

NombreCargoEdad
Mr. Edward B. Meyercord IIIPresident, CEO & Executive Director60
Mr. Kevin RhodesExecutive VP of Finance & CFO56
Ms. Katayoun Motiey J.D.Chief Legal, Administrative & Sustainability Officer, Corporate Secretary and General Counsel-
Mr. Syed Nabeel Anwar BukhariPresident of AI Platforms, EVP & Chief Technology Officer48
Ms. Anisha VaswaniChief Information & Customer Officer-
Mr. Stanley KovlerSenior Vice President of Finance & Corporate Development-
Ms. Monica KumarExecutive VP & Chief Marketing Officer-
Ms. Kimberley BasnightChief People Officer-
Mr. Norman J. Rice IIIChief Commercial Officer51
Ms. Gina M. ChristopherDeputy General Counsel-

Riesgo de Auditoría

1

Riesgo del Consejo

3

Riesgo de Compensación

4

Riesgo de Derechos del Accionista

4

Parte 2 · El precio y el momento de entrar

Esta parte no sirve para saber si la empresa vale: sirve para elegir cuándo comprarla, una vez que los fundamentales te han convencido. Dentro: análisis técnico, potencial, caídas históricas, exposición gamma.

Latest News

Recent headlines for EXTR, sourced from Markets Gazette.

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