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Extreme Networks, Inc. (EXTR)

NEUTRAL
TechnologyCommunication EquipmentUnited States

基本面

66

价格

$22.81

市值

$2.93B

第一部分 · 这家公司值多少

概览

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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No competitor list for this company yet.

资产负债表与流动性

营收

$1.28B

最近12个月(截至2026/6/30)

净利润

$42M

最近12个月(截至2026/6/30)

自由现金流

$95M

股东权益合计

$89M

负债合计

$1.09B

流动比率

0.93

利息覆盖率

4.55

债务/EBITDA

2.34

每股收益

营收与净利润

自由现金流

收入构成

历史财务表

利润率变化

债务变化

债务负担有多重

增长一览表

增长 — 营业收入

公允价值估算

被低估

公允价值

$42.28

当前价格

$22.81

安全边际

+46.0%

公允价值区间

$27.48 - $57.08

估算方法

Analyst Target:$33.50
DCF:$77.44
PE-based:$7.08
Graham Growth:$15.96
EPV:$2.61
分析师共识:强力买入 (12B / 2H / 0S)
最近财报超预期:+7.96%

估值指标

市盈率(P/E)

72.19

ROE

47.5%

市净率(P/B)

32.97

P/FCF

30.66

毛利率

61.5%

ROIC

8.5%

盈利能力雷达图

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.

基本面分析标准

通过(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

未通过(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%

不可用(1)

  • Dividend Payout NaN%

Piotroski F-评分

7/9

财务状况强健

score
criteria

盈利质量

2.92

高质量:盈利有现金流支撑

股权稀释

9.2%

正在发行新股,稀释所有权

公司治理

管理团队

姓名职位年龄
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-

审计风险

1

董事会风险

3

薪酬风险

4

股东权利风险

4

第二部分 · 价格与买入时机

这一部分不判断公司是否值得拥有:它帮助你在基本面说服你之后,选择何时买入。包含:技术分析、潜力、历史回撤、Gamma 敞口。

Latest News

Recent headlines for EXTR, sourced from Markets Gazette.

No recent news for EXTR.