BB on Decifer

Why it ranks here

• Its returns on invested money are modest, around 5% and those returns have been improving and it turns most of its profit into real cash.
• Revenue is expected to grow about 10% a year, profits grew 169% over the past year, and growth is speeding up, not slowing down.
• It keeps a high share of every sale as profit, with profitability widening as it grows.
• It is riding an active market tailwind and has the balance sheet to fund its growth.
• It is not watering down its owners with new shares and it returns cash to shareholders.
• Our durability check found pressure on this name, which costs it a few points.

The current read

The evidence on BB lines up on the supportive side: the intelligence feed flags this name as connected to what is moving markets now. The independent signals we track are telling the same story.

Themes

• Cybersecurity & Identity: Cloud adoption, remote work and escalating breach costs are structurally increasing the share of IT budgets dedicated to security and identity.

Read the full BB research brief · See all quality rankings

Intelligence data powered by Decifer. Not financial advice. For informational purposes only.