Extreme Networks, Inc. (EXTR)
NEUTRALファンダメンタル
66
株価
$22.56
時価総額
$2.93B
パート1 · 企業の価値
概要
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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貸借対照表と流動性
売上高
$1.28B
直近12か月(2026/6/30まで)
純利益
$42M
直近12か月(2026/6/30まで)
フリーキャッシュフロー
$95M
自己資本合計
$89M
負債合計
$1.09B
流動比率
0.93
利払い倍率
4.55
負債/EBITDA
2.34
一株当たり利益(EPS)
売上高と純利益
フリーキャッシュフロー
収益内訳
財務推移表
利益率の推移
負債の推移
負債の重さ
成長率グリッド
成長率 — 売上高
適正価値の推定
適正価値
$42.28
現在株価
$22.56
安全マージン
+46.6%
適正価値レンジ
$27.48 - $57.08
推定方法
バリュエーション指標
P/E レシオ
72.19
ROE
47.5%
P/B レシオ
32.97
P/FCF
30.66
粗利益率
61.5%
ROIC
8.5%
収益性レーダー
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.
ファンダメンタル分析基準
合格(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
不合格(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%
データなし(1)
- Dividend Payout NaN%
Piotroski F-スコア
財務健全性が高い
利益の質
高品質:利益はキャッシュに裏付けられている
株式希薄化
新株を発行しており、所有権を希薄化している
ガバナンス
経営陣
| 氏名 | 役職 | 年齢 |
|---|---|---|
| Mr. Edward B. Meyercord III | President, CEO & Executive Director | 60 |
| Mr. Kevin Rhodes | Executive VP of Finance & CFO | 56 |
| Ms. Katayoun Motiey J.D. | Chief Legal, Administrative & Sustainability Officer, Corporate Secretary and General Counsel | - |
| Mr. Syed Nabeel Anwar Bukhari | President of AI Platforms, EVP & Chief Technology Officer | 48 |
| Ms. Anisha Vaswani | Chief Information & Customer Officer | - |
| Mr. Stanley Kovler | Senior Vice President of Finance & Corporate Development | - |
| Ms. Monica Kumar | Executive VP & Chief Marketing Officer | - |
| Ms. Kimberley Basnight | Chief People Officer | - |
| Mr. Norman J. Rice III | Chief Commercial Officer | 51 |
| Ms. Gina M. Christopher | Deputy General Counsel | - |
監査リスク
1
取締役会リスク
3
報酬リスク
4
株主権利リスク
4
パート2 · 株価と買い時
この部分は企業に価値があるかを判断するものではありません。ファンダメンタルズに納得したうえで、いつ買うかを選ぶためのものです。内容:テクニカル分析、ポテンシャル、過去のドローダウン、ガンマエクスポージャー。
Latest News
Recent headlines for EXTR, sourced from Markets Gazette.