NETSCOUT SYSTEMS, INC. |
Market Closed -
Other stock markets
|
5-day change | 1st Jan Change | ||
| 19.9 USD | 0.00% |
|
+2.42% | -9.34% |
| Jan. 25 | NetScout Systems Fiscal Q3 Adjusted Earnings, Revenue Decline; Updates Fiscal 2024 Guidance | MT |
| Jan. 25 | Transcript : NetScout Systems, Inc., Q3 2024 Earnings Call, Jan 25, 2024 |
Valuation
| Fiscal Period: March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Capitalization 1 | 2,185 | 1,748 | 2,068 | 2,368 | 2,033 | 1,414 | - | - |
| Enterprise Value (EV) 1 | 2,249 | 1,812 | 1,942 | 2,368 | 2,033 | 1,130 | 1,103 | 1,061 |
| P/E ratio | -30.2 x | -592 x | 108 x | 65.5 x | 34.9 x | 24.3 x | 22.1 x | 19.5 x |
| Yield | - | - | - | - | - | - | - | - |
| Capitalization / Revenue | 2.4 x | 1.96 x | 2.49 x | 2.77 x | 2.22 x | 1.68 x | 1.68 x | 1.66 x |
| EV / Revenue | 2.47 x | 2.03 x | 2.34 x | 2.77 x | 2.22 x | 1.35 x | 1.31 x | 1.25 x |
| EV / EBITDA | - | 9.55 x | - | - | 8.92 x | 6.99 x | 6.5 x | 5.83 x |
| EV / FCF | 17.8 x | 8.83 x | 9.61 x | 8.29 x | 13.9 x | 35.9 x | 9.39 x | 8.29 x |
| FCF Yield | 5.62% | 11.3% | 10.4% | 12.1% | 7.19% | 2.79% | 10.6% | 12.1% |
| Price to Book | - | - | - | - | - | - | - | - |
| Nbr of stocks (in thousands) | 77,832 | 73,855 | 73,439 | 73,830 | 70,962 | 71,035 | - | - |
| Reference price 2 | 28.07 | 23.67 | 28.16 | 32.08 | 28.65 | 19.90 | 19.90 | 19.90 |
| Announcement Date | 5/2/19 | 5/7/20 | 5/6/21 | 5/5/22 | 5/4/23 | - | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Annual data)
| Fiscal Period: March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 911.5 | 892 | 831.3 | 855.6 | 914.5 | 839.9 | 839.5 | 849.9 |
| EBITDA 1 | - | 189.6 | - | - | 227.8 | 161.6 | 169.6 | 182 |
| EBIT 1 | 161.6 | 163.3 | 172.8 | 180 | 206.8 | 194.9 | 196.9 | 202.8 |
| Operating Margin | 17.73% | 18.31% | 20.79% | 21.04% | 22.62% | 23.21% | 23.46% | 23.86% |
| Earnings before Tax (EBT) | - | - | - | - | - | - | - | - |
| Net income 1 | -73.32 | -2.754 | 19.35 | 36.97 | 59.65 | 50 | 56.6 | - |
| Net margin | -8.04% | -0.31% | 2.33% | 4.32% | 6.52% | 5.95% | 6.74% | - |
| EPS 2 | -0.9300 | -0.0400 | 0.2600 | 0.4900 | 0.8200 | 0.8200 | 0.9000 | 1.020 |
| Free Cash Flow 1 | 126.4 | 205.1 | 201.9 | 285.7 | 146.2 | 31.5 | 117.4 | 128.1 |
| FCF margin | 13.87% | 22.99% | 24.29% | 33.39% | 15.98% | 3.75% | 13.99% | 15.07% |
| FCF Conversion (EBITDA) | - | 108.15% | - | - | 64.16% | 19.49% | 69.25% | 70.37% |
| FCF Conversion (Net income) | - | - | 1,043.48% | 772.61% | 245.04% | 63% | 207.49% | - |
| Dividend per Share | - | - | - | - | - | - | - | - |
| Announcement Date | 5/2/19 | 5/7/20 | 5/6/21 | 5/5/22 | 5/4/23 | - | - | - |
1USD in Million2USD
Estimates
Income Statement Evolution (Quarterly data)
| Fiscal Period: March | 2022 Q2 | 2022 Q3 | 2022 Q4 | 2023 Q1 | 2023 Q2 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 | 2025 Q1 | 2025 Q2 | 2025 Q3 | 2025 Q4 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net sales 1 | 211.9 | 262.2 | 191.2 | 208.8 | 228.1 | 269.5 | 208.1 | 211.1 | 196.8 | 218.1 | 213.9 | 191 | 199 | 208 | 233 |
| EBITDA 1 | - | - | - | 29.81 | 59.11 | 100.9 | 38.04 | 34.63 | 59.95 | 67.59 | 54.5 | - | - | - | - |
| EBIT 1 | 47.34 | 87.16 | 23.72 | 24.5 | 54.02 | 95.6 | 32.7 | 29.59 | 55.2 | 63.25 | 46.8 | 33.9 | 44.1 | 60.2 | 58.7 |
| Operating Margin | 22.34% | 33.24% | 12.4% | 11.73% | 23.68% | 35.47% | 15.72% | 14.02% | 28.05% | 29% | 21.88% | 17.75% | 22.16% | 28.94% | 25.19% |
| Earnings before Tax (EBT) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Net income 1 | 7.896 | 47.72 | -7.306 | - | - | 52.62 | -3.221 | - | - | - | 14.9 | - | - | - | - |
| Net margin | 3.73% | 18.2% | -3.82% | - | - | 19.52% | -1.55% | - | - | - | 6.97% | - | - | - | - |
| EPS | 0.1100 | 0.6400 | -0.1000 | - | - | - | - | - | 21,462 | - | - | - | - | - | - |
| Dividend per Share | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Announcement Date | 11/4/21 | 1/27/22 | 5/5/22 | 8/4/22 | 10/27/22 | 1/26/23 | 5/4/23 | 7/27/23 | 11/2/23 | 1/25/24 | - | - | - | - | - |
1USD in Million
Estimates
Balance Sheet Analysis
| Fiscal Period: March | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 |
|---|---|---|---|---|---|---|---|---|
| Net Debt 1 | 64 | 63.5 | - | - | - | - | - | - |
| Net Cash position 1 | - | - | 126 | - | - | 284 | 311 | 352 |
| Leverage (Debt/EBITDA) | - | 0.3351 x | - | - | - | - | - | - |
| Free Cash Flow 1 | 126 | 205 | 202 | 286 | 146 | 31.5 | 117 | 128 |
| ROE (net income / shareholders' equity) | - | - | - | - | - | - | - | - |
| ROA (Net income/ Total Assets) | - | - | - | - | - | - | - | - |
| Assets 1 | - | - | - | - | - | - | - | - |
| Book Value Per Share | - | - | - | - | - | - | - | - |
| Cash Flow per Share 2 | 1.910 | 2.990 | 2.900 | 3.940 | 2.140 | 0.5400 | 1.390 | 1.500 |
| Capex 1 | 23.4 | 19.9 | 12 | 10.4 | 10.5 | 7.7 | 10.7 | 10.3 |
| Capex / Sales | 2.57% | 2.23% | 1.44% | 1.21% | 1.15% | 0.92% | 1.27% | 1.21% |
| Announcement Date | 5/2/19 | 5/7/20 | 5/6/21 | 5/5/22 | 5/4/23 | - | - | - |
1USD in Million2USD
Estimates
EPS & Dividend
Year-on-year evolution of the PER
Change in Enterprise Value/EBITDA
Trading Rating
Investor Rating
ESG Refinitiv
B+
Sell
Buy
Mean consensus
HOLD
Number of Analysts
2
Last Close Price
19.9
USD
Average target price
23.88
USD
Spread / Average Target
+19.97%
EPS Revisions
| 1st Jan change | Capi. | |
|---|---|---|
| -9.34% | 1.41B | |
| -12.23% | 194B | |
| +0.74% | 166B | |
| +2.19% | 153B | |
| +4.34% | 99.85B | |
| +7.04% | 77.56B | |
| +19.09% | 73.55B | |
| -7.30% | 71B | |
| -20.54% | 52.81B | |
| +0.53% | 47.86B |
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