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Freshworks Inc. (FRSH)

Juste valeur
TechnologySoftware - ApplicationUnited States

Fondamental

74

Prix

$12.79

Capitalisation boursière

$3.34B

Partie 1 · Ce que vaut l'entreprise

Vue d'ensemble

Freshworks Inc., a software development company, provides software-as-a-service products in North America, Europe, the Middle East, Africa, the Asia Pacific, and internationally. The company's software-as-a-service solutions includes Customer Experience (CX) and Employee Experience (EX). Its Customer Experience products include Freshdesk Omni, an AI-powered omnichannel customer service solution that unifies customer interactions, support operations, and empowers agents to deliver exceptional experiences; Freshdesk, a ticketing and case management solution; Freshchat that provides agents with a modern conversational experience to proactively engage customers across digital messaging channels; Freshcaller, a cloud-based contact center solution for scalable voice operations; Freshsales, a sales CRM for pipeline management and deal closure solution; and Freshmarketer, a marketing automation platform designed to help businesses to attract, nurture, convert, and retain customers. The company's Employee Experience products include Freshservice, an IT and enterprise service management platform to AI agents to help employees resolve issues, make requests, and access information through conversational interfaces without requiring direct interaction with the service desk; Freshservice for Business Teams, which provides a unified employee service experience while ensuring the secure separation of departmental data; Device42 which provides IT discovery and dependency mapping solutions; and FireHydrant, a modern incident management platform that enables engineering and operations teams to manage the full incident lifecycle. In addition, it provides Freshworks platform, an AI-powered, enterprise-grade foundation that unifies customer experience and employee experience product lines. The company was formerly known as Freshdesk Inc. and changed its name to Freshworks Inc. in June 2017. Freshworks Inc. was incorporated in 2010 and is headquartered in San Mateo, California.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

Compare

Generated on 18 septembre 2026 with claude-haiku-4-5 — shared with all users

P/E: 83.8Score: 74Market cap: $135.92B

ServiceNow is the reference platform for IT service management, the market Freshworks attacks with Freshservice by competing on price and ease of deployment for mid-market IT departments.

P/E: —Score: 60Market cap: —

Atlassian's Jira Service Management chases the same cloud-native ITSM budgets as Freshservice among technology and mid-market teams, and Freshworks cites it as its pure-play ITSM rival.

P/E: 20.9Score: 81Market cap: $187.04B

Salesforce Service Cloud and Sales Cloud compete for the same customer-service and CRM seats Freshworks sells, and Freshworks lists it as a competitor in both product lines.

P/E: 72.7Score: 69Market cap: $10.11B

HubSpot's Service Hub and CRM address the same growing small and mid-sized companies buying an all-in-one sales-and-support suite instead of an enterprise deployment.

Zendesk, Inc.Not tracked

Zendesk sells the same omnichannel customer-service ticketing suite as Freshdesk to the same small and mid-market support teams, and Freshworks names it first among customer-experience competitors in its 10-K.

Zoho Corporation Pvt. Ltd.Not tracked

Zoho Desk and Zoho CRM target the same price-sensitive small and mid-sized businesses as Freshworks with an equally broad bundle of service and sales applications, often in the same India-rooted, global-SMB channel.

Bilan & Liquidités

Chiffre d'affaires

$904M

12 derniers mois (au 30/06/2026)

Résultat net

$185M

12 derniers mois (au 30/06/2026)

Flux de trésorerie libre

$237M

Capitaux propres totaux

$1.03B

Passif total

$570M

Ratio de liquidité général

1.69

Couverture des intérêts

-

Dette/EBITDA

0.89

Bénéfice par action

Chiffre d'affaires & Résultat net

Flux de trésorerie libre

Décomposition du résultat

État historique

Marges dans le temps

La dette dans le temps

Le poids de la dette

Grille de la croissance

Croissance — Chiffre d'affaires

Estimation de la juste valeur

Cas généralJustement valorisé

Juste valeur

$16.44

Prix actuel

$12.79

Marge de sécurité

+22.2%

Fourchette de juste valeur

$10.69 - $22.20

Écart entre les méthodes de valorisation utilisées, pas un intervalle de confiance calibré statistiquement.

Méthodes d'estimation

Objectif de cours des analystes:$14.79
Flux de trésorerie actualisés (DCF):$32.34
Multiple de résultat (P/E):$9.99
Formule de croissance de Graham:$10.26
Valeur de la capacité bénéficiaire (EPV):$0.96
P/B justifié:$9.33
Actualisation des dividendes (Gordon):Données insuffisantes pour le calculer
P/FFO, les fonds provenant de l'exploitation:$21.78
Bénéfices de milieu de cycle:Données insuffisantes pour le calculer
Multiple sur le chiffre d'affaires:$16.90
Consensus des analystes:Acheter (13B / 10H / 0S)
Dernière surprise sur les résultats:+27.92%

Indicateurs de valorisation

Ratio P/E

20.30

ROE

17.8%

Ratio P/B

2.20

P/FCF

8.42

Marge brute

85.0%

ROIC

2.5%

Radar de rentabilité

Création de valeur (avantage concurrentiel)

ROIC

2.5%

WACC

9.0%

ROIC − WACC

-6.6 pp

Le ROIC est inférieur au coût du capital — l'entreprise détruit de la valeur pour chaque dollar investi.

Critères d'analyse fondamentale

Réussi (18)

  • EPS shows upward trend
  • Gross Margin 85.0%
  • P/FCF 8.42
  • P/B Ratio 2.20
  • Debt/Equity ratio
  • Positive Free Cash Flow
  • CapEx intensity
  • Current Ratio
  • Debt/EBITDA
  • Return on Tangible Assets
  • ROE 19.5%
  • Revenue Growth 5Y 27.4%
  • Analyst Consensus 57% Buy
  • Earnings Surprise avg 15.3%
  • Earnings Quality (OCF/NI) 1.33
  • Share Dilution -2.1%
  • Net Margin Trend 20.5% vs -7.0%
  • Piotroski F-Score 7/9

Échoué (6)

  • Price CAGR -13.29%
  • ROIC 2.5%
  • Operating Margin 3.3%
  • Low reliance on intangibles
  • Price below Graham Number
  • DCF valuation (Fairly valued)

Indisponible (3)

  • Dividend Payout NaN%
  • Interest Coverage
  • PEG Ratio (need PE > 0 and growth > 0)

Score F de Piotroski

7/9

Santé financière solide

score
criteria

Qualité des bénéfices

1.33

Qualité élevée : bénéfices soutenus par la trésorerie

Dilution du capital

-2.1%

Rachat d'actions. Favorable aux actionnaires

Participations institutionnelles

Gouvernance

Équipe dirigeante

NomTitreÂge
Mr. Dennis M. Woodside J.D.CEO, President & Director56
Mr. Tyler R. Sloat CPACFO & COO51
Ms. Philippa LawrenceChief Accounting Officer57
Mr. Murali SwaminathanChief Technology Officer-
Ms. Kathryn R. ScolnickVice President of Investor Relations56
Ms. Pamela A. Sergeeff Esq.Chief Legal Officer, General Counsel & Corporate Secretary52
Ms. Kady SrinivasanChief Marketing Officer-
Ms. Johanna JackmanChief People Officer-
Mr. Jason LoomisChief Information Security Officer-
Mr. Ian TickleChief Revenue Officer54

Risque d'audit

2

Risque du conseil

4

Risque de rémunération

9

Risque droits des actionnaires

10

Partie 2 · Le prix et le moment d'entrer

Cette partie ne dit pas si l'entreprise vaut la peine : elle aide à choisir quand l'acheter, une fois que les fondamentaux vous ont convaincu. À l'intérieur : analyse technique, potentiel, baisses historiques, exposition gamma.

Documents

  • Rapport annuel (10-K)

    Un aperçu annuel de l'activité, des résultats financiers et des risques de l'entreprise.

    Déposé le 2026-02-26

    Voir le document
  • Rapport trimestriel (10-Q)

    Une mise à jour de la performance financière des trois derniers mois.

    Déposé le 2026-08-04

    Voir le document
  • Rapport d'événement important (8-K)

    Un avis concernant un événement important, comme un changement de direction ou une annonce majeure.

    Déposé le 2026-08-04

    Voir le document

via SEC EDGAR

Historique des résultats

via SEC EDGAR

Latest News

Recent headlines for FRSH, sourced from Markets Gazette.

  • 3/10/2026NEGATIVE
    A Freshworks Executive Sold Over 32,000 Company Shares. Is the Stock a Buy or Sell?

    A significant insider transaction has occurred at Freshworks Inc., with an executive selling over 32,000 shares. While the company is reportedly expanding its customer engagement and IT service management offerings, this large sale by an insider could signal a lack of confidence in the stock's near-term prospects. Investors often interpret such moves as a bearish indicator, suggesting the executive may anticipate a price decline or has other reasons to liquidate their holdings. This event warrants close monitoring of the stock's performance and any further commentary from the company.

  • 2/23/2026NEGATIVE
    Why Freshworks Stock Is Sinking Today

    Shares of Freshworks Inc. (FRSH) are facing a day of heavy pressure on the markets, sinking due to a price target reduction by analysts. This type of announcement is a closely watched bearish signal for investors, as it indicates diminished confidence in the company's future growth or profitability prospects. A lower price target suggests that, according to the analysis, the stock's appreciation potential is less than previously estimated, often triggering sell-offs from those who fear disappointing performance. The negative impact on the stock is immediate, reflecting the market's sensitivity to expert ratings and the importance of these judgments in shaping investor sentiment. The news highlights the risks associated with market expectations and their direct influence on stock prices.

  • 2/23/2026NEUTRAL
    Demystifying Freshworks: Insights From 8 Analyst Reviews

    Freshworks (FRSH) is under the microscope of Wall Street, with recent analyst reviews offering a mixed but stable outlook. Morgan Stanley maintained its 'Equal-Weight' rating, suggesting the stock is fairly valued at current levels. In contrast, both JMP Securities and Piper Sandler reiterated their more bullish stances, with 'Market Outperform' and 'Overweight' ratings respectively, signaling continued confidence in the software company's growth prospects. The prevalence of 'Maintains' actions, rather than new upgrades or downgrades, indicates that analysts are holding their positions while awaiting further performance data. For investors, this composite view presents a neutral scenario where existing bullish theses are upheld but balanced by more cautious perspectives, making FRSH a stock to watch closely.

via Markets Gazette