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Nutanix, Inc. (NTNX) Stock Analysis

Technology

Nutanix, Inc.

$46.55

$-0.57 (-1.21%)

Last Updated: May 26, 2026

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Analysis

Company Overview

Nutanix, Inc. operates within the Technology sector as a provider of enterprise cloud infrastructure software across North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa. The company specializes in hyperconverged infrastructure software and the Nutanix Cloud Platform, which enables organizations to construct hybrid multicloud infrastructure solutions. With a market capitalization of $11.09B and annual revenue of $2.69B, Nutanix maintains a significant scale supported by an employee base of 7,800. These financial figures indicate that the company holds a substantial position in the software infrastructure market, reflecting a large valuation relative to its current sales volume and operational footprint.

Financial Health

The company reported revenue of $2.69B, net income of $267.13M, and EBITDA of $294.61M for the trailing twelve months. The gap between the $2.69B in revenue and the $267.13M in net income reveals a cost structure where approximately 90% of revenue is consumed by costs of goods sold, operating expenses, and taxes before reaching the bottom line. Free cash flow stands at $666.60M, a figure that signifies robust financial flexibility allowing the firm to fund operations, invest in R&D, or manage balance sheet obligations without immediate external financing. Gross margin is reported at 87.1%, indicating high efficiency in delivering software products with low marginal costs. Operating margin sits at 11.6% while profit margin is 9.9%, suggesting that while the core business is profitable, significant operating expenses reduce the final earnings available to shareholders. Total cash holdings of $1.87B exceed total debt of $1.55B, yet the debt-to-equity ratio is listed as N/A, which prevents a direct leverage assessment but the net cash position suggests a conservative balance sheet approach to solvency. The current ratio of 1.66 indicates that the company possesses $1.66 in current assets for every $1.00 of current liabilities, demonstrating strong short-term liquidity and the ability to meet obligations as they come due. Return on Equity is listed as N/A, whereas Return on Assets is 4.4%, providing a limited view of management effectiveness relative to total asset utilization but confirming that assets generate a positive return.

Valuation Assessment

The trailing twelve-month P/E ratio is 44.60, while the forward P/E is 19.03, implying that the market expects earnings to nearly double in the coming year or that current earnings are significantly suppressed by one-time costs. The price-to-book ratio is -13.11, a negative metric that indicates the market is pricing the company differently from its book value, often occurring when intangible assets or specific accounting treatments distort the traditional book value comparison. The price-to-sales ratio stands at 4.13 and the EV/EBITDA is 35.83, suggesting that the company trades at a significant premium relative to its sales and earnings before interest, taxes, depreciation, and amortization. The 52-week high is $83.36 and the 52-week low is $35.39, providing the full range of recent trading volatility. Without a specific current stock price provided in the available facts, the exact percentage distance from the high or low cannot be calculated; however, the range itself highlights the asset's recent volatility within a wide band. The beta value is 0.53, indicating that the stock price is expected to be less volatile than the broader market, moving roughly half as much as the market index during periods of fluctuation.

Growth & Income

Revenue growth year-over-year is 10.4%, while earnings growth year-over-year is 83.2%, demonstrating that earnings are expanding at a rate more than eight times faster than revenue. This divergence often implies that the company is benefiting from margin expansion, cost controls, or a shift to higher-margin product mixes that are not yet fully reflected in total revenue. The dividend yield is N/A and the payout ratio is 0.0%, indicating that the company does not distribute cash to shareholders as dividends. Instead of paying dividends, the company reinvests all earnings back into the business to fund growth initiatives, acquisitions, or debt reduction strategies. The overall growth and income profile is characterized by high earnings acceleration and a zero-dividend policy, prioritizing capital allocation toward internal expansion rather than immediate shareholder payouts.

Peer Comparison

Nutanix, Inc. (NTNX) operates in the Software - Infrastructure industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
Nutanix, Inc. NTNX $12.69B 51.2
Microsoft Corporation MSFT.TO $4.10T 24.0
Microsoft Corporation MSFT $3.11T 24.9
Oracle Corporation ORCL $552.43B 34.5

The Software - Infrastructure industry average P/E ratio is 60.1x. Nutanix, Inc. trades at a P/E of 51.2.

This analysis is AI-generated for informational purposes only and should not be considered financial advice. Data may be delayed or inaccurate. Always do your own research and consult a qualified financial advisor before making investment decisions.

About Nutanix, Inc.

Nutanix, Inc. provides an enterprise cloud platform in North America, Europe, the Asia Pacific, the Middle East, Latin America, and Africa. It offers hyperconverged infrastructure software; Nutanix Cloud Platform, which is designed to enable organizations to build hybrid multicloud infrastructure; Nutanix cloud infrastructure, is a distributed HCI for enterprise IT applications, includes Nutanix AOS; Nutanix AHV; Nutanix data services for Kubernetes; flow network security; flow virtual networking provides software-defined networking with multi-tenant isolation; Nutanix Cloud Clusters; Nutanix central provides management of the Nutanix hybrid multicloud environment; and Nutanix prism, is the unified control plane and UI; Nutanix Cloud Manager, is a unified management solution; NCM Intelligent Operations; NCM Self-Service and Orchestration; NCM Cost Governance; and Nutanix Security Central unifies cloud security operations. In addition, the company offers Nutanix Kubernetes Platform, which is an enterprise-grade Kubernetes platform to accelerate app development without lock-in; Nutanix Unified Storage; Nutanix Files Storage, is a software-defined scale-out file storage solution; Nutanix Objects Storage, is a scale-out S3-compatible object storage solution; Nutanix Objects Storage; Nutanix Volumes Block Storage, is a software-defined storage solution; Nutanix Data Lens, is a cloud-based cyber resilience service; Nutanix Database Service; Nutanix Enterprise AI, is a centralized inferencing control plane; and GPT-in-a-Box is a full-stack help provide consistent data services for structured and unstructured data. Further, it provides product support, and consulting and implementation services. The company serves financial services, retail, manufacturing, public sector, automotive and other transportation, consumer goods, education, energy, healthcare, media, technology, and telecommunications industries. The company has a strategic alliance with NetApp, Inc. to integrate NetApp Intelligent Data Infrastructure built on NetApp enterprise storage systems with the Nutanix Cloud Platform (NCP) solution. The company was incorporated in 2009 and is headquartered in San Jose, California.

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Key Statistics

Market Cap
$12.69B
P/E Ratio
51.22
52-Week High
$82.42
52-Week Low
$34.01
Avg Volume
4.29M
Beta
0.54

Data provided by Yahoo Finance via yfinance. Updated daily.

Company Info

Exchange
NASDAQ
Country
United States
Employees
7,800