Informatica Inc Stock Intrinsic Value – INFORMATICA INC Reports Fourth Quarter Earnings Results for Fiscal Year 2022.
February 22, 2023
Earnings Overview
On February 8, 2023, INFORMATICA INC ($NYSE:INFA) reported their fourth quarter of fiscal year 2022 earnings results. The total revenue for the period ending December 31, 2022 was USD -4.4 million, representing a year-over-year increase of 93.4%. Nevertheless, their net income showed a decrease of 1.9% in comparison to the same period in the previous year at USD 398.8 million.
Transcripts Simplified
Informatica reported total ARR of $1.52 billion for Q4 of 2022, up 11.5% year-over-year, driven by strong new business sales and subscription renewals. Cloud ARR increased over 42% year-over-year to $451 million, representing approximately 45% of total Subscription ARR. Total Subscription ARR grew 24% to $994 million, driven by new customer growth and high renewal rates. Subscription ARR is now 66% of total ARR, up from 59% in the prior year.
Average Subscription ARR per customer grew 19% year-over-year to $263,000. Maintenance ARR was down 6%, with a renewal rate of 96%. GAAP total revenues were $399 million in the fourth quarter, down 2% year-over-year.
About the Company
Income Snapshot
Below shows the total revenue, net income and net margin for Informatica Inc. More…
| Total Revenues | Net Income | Net Margin |
| 1.51k | -53.67 | -3.6% |
Cash Flow Snapshot
Below shows the cash from operations, investing and financing for Informatica Inc. More…
| Operations | Investing | Financing |
| 200.06 | -185.96 | 38.8 |
Balance Sheet Snapshot
Below shows the total assets, liabilities and book value per share for Informatica Inc. More…
| Total Assets | Total Liabilities | Book Value Per Share |
| 4.97k | 2.92k | 7.24 |
Key Ratios Snapshot
Some of the financial key ratios for Informatica Inc are shown below. More…
| 3Y Rev Growth | 3Y Operating Profit Growth | Operating Margin |
| 4.8% | – | 2.9% |
| FCF Margin | ROE | ROA |
| 12.9% | 1.4% | 0.6% |
Market Price
The stock opened at $18.6, but ended the day at $18.3, a drop of 1.3% from the closing price of the previous day. On the other hand, INFORMATICA INC’s performance during the fiscal year was quite impressive. Overall, it seems that despite the 1.3% drop in stock price, INFORMATICA INC’s fourth quarter earnings are good news for investors. The company’s strong performance in the previous fiscal year suggests that they are well-positioned to continue their success in the upcoming year. Live Quote…
Analysis – Informatica Inc Stock Intrinsic Value
At GoodWhale, we conducted an in-depth analysis of INFORMATICA INC‘s wellbeing. After extensive research, our proprietary Valuation Line estimates the intrinsic value of a single share of INFORMATICA INC to be around $21.5. Currently, these shares are traded at $18.3, which is a fair price yet still undervalued by 15.0%. In other words, INFORMATICA INC’s stock is trading at a discount of 15.0%. More…
Peers
Its main competitors are Veritone Inc, Insig AI PLC, and IXUP Ltd. Each company offers a different set of features and benefits, and it can be difficult to choose the right one for your business. Here is a brief overview of each company to help you make a decision.
– Veritone Inc ($NASDAQ:VERI)
Veritone Inc is a media intelligence company that uses artificial intelligence to help its clients extract actionable insights from their audio and video content. The company has a market cap of 232.35M as of 2022 and a Return on Equity of -48.09%. Veritone’s AI platform enables its clients to index, transcribe, and analyze their content in a more efficient and cost-effective way. The company’s clients include media and entertainment companies, news organizations, and government agencies.
– Insig AI PLC ($LSE:INSG)
Insig AI PLC is a UK-based company that provides artificial intelligence solutions. The company has a market capitalisation of 28 million as of 2022 and a return on equity of -5.9%. The company’s products are used in a variety of industries, including healthcare, retail, and manufacturing.
– IXUP Ltd ($ASX:IXU)
Pixup Ltd is a digital media company that operates in the online advertising and marketing industry. The company has a market capitalization of 35.01 million as of 2022 and a return on equity of -39.2%. The company offers a range of services including online advertising, social media marketing, and web design and development.
Summary
Informatia Inc. reported total revenue for the fourth quarter of 2022 of -4.4 million USD, a notable 93.4% increase compared to the same period the previous year. The net income, however, was a slight decrease at 398.8 million USD, or 1.9% lower than the same period a year ago. Investors interested in Informatia Inc. should keep a close eye on the total revenue and net income to ensure that the company is creating positive value and showing positive growth.
Additionally, it is important to consider the company’s debt-to-equity ratio, cash flow position and market capitalization. To make an informed investment decision, careful research and analysis of Informatia Inc.’s financial statements is crucial.
