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JFrog Ltd. (FROG)

Overvalued
TechnologySoftware - ApplicationUnited States

Fundamental

43

मूल्य

$96.74

मार्केट कैप

$11.97B

भाग 1 · कंपनी का मूल्य कितना है

अवलोकन

JFrog Ltd. provides software supply chain platform in the United States, Israel, India, and internationally. The company offers JFrog Artifactory, a package repository that allows teams and organizations to store, update, and manage software packages; JFrog Curation functions as a guardian outside the software development pipeline, controlling the admission of packages into an organization, from open source or public repositories; JFrog Xray, scans JFrog Artifactory to secure all software packages; JFrog Advanced Security, an optional add-on for select JFrog subscriptions; and JFrog Runtime Security, an optional add-on for select JFrog subscriptions to work with other JFrog Security solutions. It also provides JFrog ML, a platform-integrated solution designed for data science and MLOps teams to transform and store data, build, train, and deploy models, and monitor the entire Machine Learning pipeline; JFrog AI Catalog, an extension of JFrog Curation functionality that allows companies to secure, govern, consume and deploy AI technologies; JFrog AppTrust, an optional component with application risk governance of DevGovOps requirements; JFrog Distribution that provides software package distribution; and JFrog Connect, a device management solution that allows companies to manage software updates and monitor performance in IoT device fleets. In addition, the company offers JFrog Pro that provides access to the universal version of JFrog Artifactory and ongoing updates, upgrades, and bug fixes; JFrog Pro X, a self-managed-only subscription; JFrog Enterprise X, offers cluster configuration, federated repositories, multi-region replication, larger enterprise-scale deployments, service-level agreement support, and deeper security; and JFrog Enterprise Plus, a full platform subscription option. It serves technology, financial services, retail, healthcare, and telecommunications organizations. JFrog Ltd. was incorporated in 2008 and is headquartered in Sunnyvale, California with additional office in Netanya, Israel.

No editorial profile for this company yet

Direct competitors

Who this company fights with for the same customers

Compare

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

P/E: —Score: 53Market cap: —

GitLab bundles a package and container registry plus security scanning into its single DevOps platform, so it wins the same development teams that would otherwise buy the JFrog Platform.

P/E: 28.6Score: 72Market cap: $3.70T

Through GitHub Packages and Azure Artifacts, Microsoft offers artifact hosting already integrated with the source-code and CI tools most developers use, competing directly for JFrog's core repository workload.

P/E: 20.0Score: 69Market cap: $2.69T

Amazon Web Services provides CodeArtifact and Elastic Container Registry, which cover the package and container storage that customers already hosting on AWS might otherwise pay JFrog for.

Sonatype, Inc.Not tracked

Sonatype's Nexus Repository is the closest head-to-head rival to JFrog Artifactory as a universal binary repository, and its software composition analysis products compete with JFrog Xray for the same enterprise DevOps budget.

Cloudsmith Ltd.Not tracked

Cloudsmith sells a cloud-native, multi-format artifact registry aimed at the same engineering organizations, and is named by JFrog as a direct competitor in its annual report.

Snyk LimitedNot tracked

Snyk sells developer-first scanning of open-source dependencies and container images, competing for the software supply chain security spend that JFrog pursues with Xray, Curation and Advanced Security.

बैलेंस शीट और तरलता

राजस्व

$600M

पिछले 12 महीने (30/6/2026 तक)

शुद्ध आय

$-44M

पिछले 12 महीने (30/6/2026 तक)

Free Cash Flow

$142M

कुल इक्विटी

$887M

कुल देनदारियाँ

$454M

Current Ratio

2.14

Interest Coverage

-

Debt/EBITDA

-

Earnings Per Share

राजस्व और शुद्ध आय

Free Cash Flow

आय विवरण

ऐतिहासिक विवरण

समय के साथ मार्जिन

समय के साथ ऋण

ऋण कितना भारी है

वृद्धि तालिका

वृद्धि — राजस्व

Fair Value अनुमान

सामान्य मामलाअधिक मूल्यांकित

Fair Value

$69.87

वर्तमान मूल्य

$96.74

Margin of Safety

-38.5%

Fair Value सीमा

$45.42 - $94.33

इस्तेमाल किए गए valuation methods के बीच का फैलाव, कोई सांख्यिकीय रूप से calibrated confidence interval नहीं।

अनुमान विधियाँ

विश्लेषकों का लक्ष्य मूल्य:$112.00
डिस्काउंटेड कैश फ्लो (DCF):$17.21
आय गुणक (P/E):इसकी गणना के लिए पर्याप्त डेटा नहीं
Graham वृद्धि फॉर्मूला:इसकी गणना के लिए पर्याप्त डेटा नहीं
अर्निंग पावर वैल्यू (EPV):इसकी गणना के लिए पर्याप्त डेटा नहीं
उचित P/B:इसकी गणना के लिए पर्याप्त डेटा नहीं
लाभांश डिस्काउंट (Gordon):इसकी गणना के लिए पर्याप्त डेटा नहीं
P/FFO, परिचालन से प्राप्त निधि:इसकी गणना के लिए पर्याप्त डेटा नहीं
मध्य-चक्र आय:इसकी गणना के लिए पर्याप्त डेटा नहीं
राजस्व गुणक:$25.14
विश्लेषक सहमति:दृढ़ खरीदें (28B / 3H / 0S)
अंतिम Earnings सरप्राइज़:+10.20%

मूल्यांकन मेट्रिक्स

P/E Ratio

-

ROE

-8.1%

P/B Ratio

12.45

P/FCF

70.51

Gross Margin

77.9%

ROIC

-5.4%

लाभप्रदता Radar

मूल्य सृजन (प्रतिस्पर्धी बढ़त)

ROIC

-5.4%

WACC

11.7%

ROIC − WACC

-17.1 pp

ROIC पूंजी की लागत से कम है — कंपनी निवेशित हर डॉलर पर मूल्य नष्ट कर रही है।

Fundamental विश्लेषण मानदंड

पास (12)

  • EPS shows upward trend
  • Price CAGR 6.63%
  • Gross Margin 77.9%
  • Debt/Equity ratio
  • Positive Free Cash Flow
  • CapEx intensity
  • Current Ratio
  • Revenue Growth 5Y 28.7%
  • Analyst Consensus 90% Buy
  • Earnings Surprise avg 20.1%
  • Net Margin Trend -7.3% vs -18.2%
  • Piotroski F-Score 5/9

फेल (9)

  • ROIC -5.4%
  • P/FCF 70.51
  • P/B Ratio 12.45
  • Operating Margin -11.5%
  • Return on Tangible Assets
  • Low reliance on intangibles
  • DCF valuation (Overvalued)
  • ROE -4.9%
  • Share Dilution 5.4%

अनुपलब्ध (6)

  • Dividend Payout NaN%
  • Interest Coverage
  • Debt/EBITDA
  • Price below Graham Number
  • PEG Ratio (need PE > 0 and growth > 0)
  • Earnings Quality (OCF/Net Income)

Piotroski F-Score

5/9

मिश्रित संकेत: कुछ क्षेत्रों पर ध्यान देना आवश्यक

score
criteria

Earnings गुणवत्ता

-

निम्न गुणवत्ता: accounting की जांच करें

शेयर Dilution

5.4%

नए शेयर जारी कर रही है, स्वामित्व को कम कर रही है

संस्थागत होल्डिंग

इस कंपनी के लिए कोई संस्थागत घोषणा उपलब्ध नहीं है।

प्रशासन

कार्यकारी टीम

नामपदआयु
Mr. Shlomi Ben HaimCo-Founder, CEO & Chairman of the Board55
Mr. Frederic SimonCo-Founder & Director54
Mr. Yoav LandmanCo-Founder, CTO & Director53
Mr. Eduard GrabscheidChief Financial Officer51
Ms. Tali NotmanChief Revenue Officer43
Ms. Orit GorenChief Operating Officer55
Mr. Aran AzarzarChief Information Officer-
Mr. Jeffrey Allan SchreinerVice President of Investor Relations50
Ms. Shanti ArikerChief Legal Officer57
Ms. Genefa Murphy Ph.D.Chief Marketing Officer41

Audit जोखिम

1

बोर्ड जोखिम

7

मुआवजा जोखिम

7

शेयरधारक अधिकार जोखिम

3

भाग 2 · कीमत और खरीदने का समय

यह हिस्सा यह नहीं बताता कि कंपनी अच्छी है या नहीं: यह तय करने में मदद करता है कि उसे कब खरीदें, जब फंडामेंटल आपको आश्वस्त कर चुके हों। इसमें: तकनीकी विश्लेषण, संभावना, ऐतिहासिक गिरावट, गामा एक्सपोज़र।

दस्तावेज़

  • वार्षिक रिपोर्ट (10-K)

    कंपनी के कारोबार, वित्तीय नतीजों और जोखिमों का वार्षिक सिंहावलोकन।

    दाखिल तिथि: 2026-02-13

    दस्तावेज़ देखें
  • तिमाही रिपोर्ट (10-Q)

    पिछले तीन महीनों के वित्तीय प्रदर्शन का अपडेट।

    दाखिल तिथि: 2026-08-07

    दस्तावेज़ देखें
  • विशेष रिपोर्ट (8-K)

    किसी बड़ी घटना, जैसे नेतृत्व में बदलाव या बड़ी घोषणा, की सूचना।

    दाखिल तिथि: 2026-08-06

    दस्तावेज़ देखें

via SEC EDGAR

आय का इतिहास

via SEC EDGAR

Latest News

Recent headlines for FROG, sourced from Markets Gazette.

  • 2/27/2026POSITIVE
    Is JFrog Stock a Buy After Investment Firm Anatole Purchased Over 1 Million Shares in a New Stake?

    Investment firm Anatole has acquired a significant new stake in JFrog Inc., purchasing over 1 million shares. This market move signals strong institutional confidence in the DevOps platform provider, which offers comprehensive solutions for automation, security, and software distribution to enterprise clients. The entry of such a prominent investor could act as a catalyst for the stock, suggesting growth potential and a possibly undervalued assessment. Investors might interpret this move as a bullish signal, indicating positive prospects for JFrog's future performance in the technology sector.

  • 2/22/2026NEGATIVE
    JFrog's CTO Sold Shares Worth $2.5 Million. Is the Stock a Buy or Sell?

    JFrog, a leader in DevOps software solutions, is in the spotlight following a significant share sale by its Chief Technology Officer (CTO). The transaction, worth $2.5 million, raises questions among investors, especially as it occurs amidst a period of continued growth and enterprise adoption of its platforms. Sales by high-level executives are often interpreted by the market as a potential signal of caution or a belief that the stock has reached its full valuation. While the motives can be personal, such as portfolio diversification, a transaction of this magnitude warrants investor attention. Analysts will be closely watching the company's upcoming communications to assess whether this move foreshadows a change in the company's future prospects.

via Markets Gazette

Disclaimer

यह प्लेटफ़ॉर्म केवल शैक्षिक उद्देश्यों के लिए है। यह कोई वित्तीय, निवेश, या ट्रेडिंग सलाह नहीं देता। सभी स्कोर, मूल्यांकन, और संकेत सार्वजनिक रूप से उपलब्ध डेटा के स्वचालित विश्लेषण पर आधारित हैं जो अधूरे या गलत हो सकते हैं। निवेश निर्णय लेने से पहले हमेशा अपना शोध करें और एक योग्य वित्तीय सलाहकार से परामर्श लें।

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