Nutanix, Inc. (NTNX) on Decifer

Decifer ranks NTNX number 149 of 270 tracked names on durable business quality.

Why it ranks here

• It earns solid returns on the money it puts to work, around 8% and those returns have been improving.
• Revenue is expected to grow about 14% a year, profits grew 696% over the past year, and growth is speeding up, not slowing down.
• It keeps a high share of every sale as profit, and that has stayed steady over the years, a sign of real pricing power, with profitability widening as it grows.
• It is riding an active market tailwind and has the balance sheet to fund its growth.
• And it returns cash to shareholders.
• Our durability check found pressure on this name, which costs it a few points.
• Revenue up 14% with profits up 696% and momentum of 19 out of 35 is a good mix, but 8% returns and no funded role keep it shy of a lift.

The current read

The evidence on NTNX 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

• Cloud & Data Platform Migration: Enterprises are still mid-cycle in migrating compute, storage and applications off legacy on-prem stacks toward hybrid and public cloud architectures.

Read the full NTNX research brief · See all quality rankings

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