JAMF - Jamf Holding Corp Stock Price, Fair Value and News

19.70USD-1.30 (-6.19%)Market Closed

Market Summary

USD19.70-1.30

Market Closed

-6.19%

JAMF Alerts

2 major insider sales recently.

JAMF Stock Price

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JAMF RSI Chart

JAMF Valuation

Market Cap

2.5B

Price/Earnings (Trailing)

-23.78

Price/Sales (Trailing)

4.36

EV/EBITDA

-25.91

Price/Free Cashflow

61.28

JAMF Price/Sales (Trailing)

JAMF Profitability

Operating Margin

77.36%

EBT Margin

-17.86%

Return on Equity

-14.86%

Return on Assets

-6.8%

Free Cashflow Yield

1.63%

JAMF Fundamentals

JAMF Revenue

Revenue (TTM)

580.5M

Rev. Growth (Yr)

15.06%

Rev. Growth (Qtr)

0.98%

JAMF Earnings

Earnings (TTM)

-106.4M

Earnings Growth (Yr)

15.19%

Earnings Growth (Qtr)

-17.89%

Breaking Down JAMF Revenue

Last 7 days

0.5%

Last 30 days

Last 90 days

1.2%

Trailing 12 Months

8.2%

How does JAMF drawdown profile look like?

JAMF Financial Health

Current Ratio

0.96

Debt/Equity

0.51

Debt/Cashflow

0.12

JAMF Investor Care

Shares Dilution (1Y)

3.60%

Diluted EPS (TTM)

-0.85

Historical Charts for Stock Metrics

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Net sales

Year	Q1	Q2	Q3	Q4
2024	580.5M	0	0	0
2023	502.7M	522.2M	540.2M	560.6M
2022	393.9M	423.3M	452.3M	478.8M
2021	289.6M	313.6M	338.7M	366.4M
2020	220.2M	234.2M	250.2M	269.3M
2019	0	166.2M	185.1M	204.0M
2018	0	0	0	147.4M

Get all data in R, Python etc through our Historical Stock Data APIs

GRUFITY'S FAIR VALUE MODEL

Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index

Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>

Returns of $10,000 invested in:

Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224

Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.

Russell 2000 Index

Very Expensive Stocks

Very Cheap Stocks

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Tracking the Latest Insider Buys and Sells of Jamf Holding Corp

Filter Transactions

Datesorted ascending	Name	Buy/Sell	$ Value	Avg. Price	# Shares	Title
May 03, 2024	goodkind ian	sold	-1,032,280	20.068	-51,439	chief financial officer
May 03, 2024	lam linh	sold	-44,073	20.0333	-2,200	cio
Apr 18, 2024	tschida beth	sold	-137,533	18.2744	-7,526	cto
Mar 20, 2024	strosahl john	sold	-448,656	17.9707	-24,966	ceo
Mar 20, 2024	goodkind ian	sold	-86,707	17.9037	-4,843	chief financial officer
Mar 20, 2024	bucaria michelle	sold	-145,045	17.9201	-8,094	cpo
Mar 20, 2024	benz elizabeth	sold	-310,074	17.9597	-17,265	cso
Mar 20, 2024	lam linh	sold	-466,988	17.9763	-25,978	cio
Mar 20, 2024	lendino jeff	sold	-70,455	17.9002	-3,936	chief legal officer
Mar 19, 2024	bucaria michelle	sold	-135,432	17.8599	-7,583	cpo

Which funds bought or sold JAMF recently?

View All Details

Datesorted ascending	Fund Name	Type	% Chg	$ Change	$ Held	% Portfolio
May 07, 2024	ASSETMARK, INC	reduced	-4.06	-1,491	57,601	-%
May 07, 2024	WealthPLAN Partners, LLC	added	0.48	-28,415	3,024,370	0.31%
May 07, 2024	THOROUGHBRED FINANCIAL SERVICES, LLC	added	0.78	179,000	2,107,000	0.20%
May 07, 2024	PFG Advisors	added	3.02	410,114	3,636,780	0.27%
May 07, 2024	ASSETMARK, INC	sold off	-100	-11,119	-	-%
May 07, 2024	OPPENHEIMER & CO INC	added	2.93	57,263	772,580	0.01%
May 07, 2024	THOROUGHBRED FINANCIAL SERVICES, LLC	added	33.43	436,000	1,301,000	0.12%
May 07, 2024	Arizona State Retirement System	reduced	-1.38	507	253,762	-%
May 07, 2024	BEACON FINANCIAL GROUP	added	0.03	7,740	299,488	0.03%
May 07, 2024	SUSQUEHANNA INTERNATIONAL GROUP, LLP	added	112	487,002	908,197	-%

Are Funds Buying or Selling JAMF?

Are funds buying JAMF calls or puts?

Calls

Puts

No. of funds holding Calls - Puts

Net Call Options

No. of funds that own JAMF

No. of Funds

JAMF Alerts

2 major insider sales recently.

Unveiling Jamf Holding Corp's Major ShareHolders

Date Filed	Name of Filer	Percent of Class	No. of Shares	Form Type
Feb 14, 2024	dragoneer investment group, llc	13.1%	16,519,521	SC 13G/A
Feb 13, 2024	vanguard group inc	5.79%	7,277,732	SC 13G
Feb 08, 2024	wellington management group llp	6.26%	7,871,450	SC 13G/A
Feb 14, 2023	stad marc	14.0%	17,020,124	SC 13G/A
Feb 06, 2023	wellington management group llp	5.78%	7,010,662	SC 13G
Feb 09, 2022	vista equity partners fund vi, l.p.	24.45%	29,113,495	SC 13G/A
Oct 12, 2021	stad marc	17.0%	20,173,285	SC 13G
Feb 10, 2021	vista equity partners fund vi, l.p.	33.5%	39,045,866	SC 13G

Recent SEC filings of Jamf Holding Corp

View All Filings

Date Filed	Form Type	Document
May 08, 2024	10-Q	Quarterly Report
May 08, 2024	8-K	Current Report
May 07, 2024	4	Insider Trading
May 07, 2024	4	Insider Trading
May 03, 2024	144	Notice of Insider Sale Intent
May 03, 2024	144	Notice of Insider Sale Intent
Apr 22, 2024	4	Insider Trading
Apr 19, 2024	ARS	ARS
Apr 19, 2024	DEF 14A	DEF 14A
Apr 19, 2024	DEFA14A	DEFA14A

Peers (Alternatives to Jamf Holding Corp)

Name	Mkt Capsorted ascending	Revenue	Price %, 1M	Returns, 1Y	P/E	P/S	Rev 1-Yr	Inc 1-Yr
LARGE-CAP
CRM	270.6B	34.9B	-7.55%	38.66%	65.42	7.76	11.18%	1888.46%
UBER	138.8B	38.6B	-11.48%	73.92%	99.85	3.6	14.01%	141.26%
ADSK	45.8B	5.3B	-12.99%	11.01%	49.91	8.56	9.15%	48.14%
ANSS	28.6B	2.2B	-4.93%	11.41%	65.72	12.82	3.59%	-21.47%
ZM	18.4B	4.5B	-2.81%	-3.65%	28.89	4.07	3.06%	514.65%
MID-CAP
APPF	8.8B	671.8M	4.95%	74.44%	115.49	13.15	33.64%	185.98%
LYFT	6.9B	4.4B	-0.28%	106.26%	-20.13	1.56	7.53%	78.52%
ALRM	3.4B	881.7M	-1.59%	44.62%	42.65	3.89	4.64%	44.42%
AYX	3.4B	970.0M	0.90%	-15.87%	-19.13	3.53	13.46%	43.89%
AI	2.9B	296.4M	-2.16%	22.89%	-10.83	9.93	11.14%	-3.59%
AGYS	2.2B	228.1M	-3.45%	3.25%	25.27	9.67	18.99%	599.09%
SMALL-CAP
AVID	1.2B	413.5M	0.63%	-1.64%	92.02	2.88	-1.65%	-71.35%
APPS	217.3M	572.4M	-0.93%	-81.81%	-1.1	0.38	-19.38%	-489.49%
AEYE	216.8M	31.6M	98.83%	174.78%	-36.93	6.86	2.76%	43.72%
ASUR	186.9M	117.7M	-6.70%	-50.24%	-18.95	1.59	12.54%	11.24%

Jamf Holding Corp News

Latest updates

Jamf Holding Corp Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)

(In Thousands)

(*) denotes actual numbers (not divided by Thousands)
Income Statement (Quarterly)																					(In Thousands)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2018Q4
Revenue	1.0%	152,123	150,645	142,625	135,089	132,212	130,323	124,557	115,638	108,258	103,802	95,621	86,238	80,727	76,099	70,548	62,264	60,390	56,959	54,568	48,310	-
Cost Of Revenue	5.7%	35,092	33,190	32,239	30,883	29,747	30,413	31,195	29,392	28,227	27,289	26,470	19,342	17,256	17,209	15,158	13,628	15,011	15,360	14,076	13,485	-
Gross Profit	-0.4%	117,031	117,455	110,386	104,206	102,465	99,910	93,362	86,246	80,031	76,513	69,151	66,896	63,471	58,890	55,390	48,636	45,379	41,599	40,492	34,825	-
Operating Expenses	0.3%	138,140	137,717	142,259	141,828	127,957	124,571	121,996	148,088	103,768	102,593	99,025	82,951	67,664	72,480	56,008	44,892	51,862	53,161	40,287	39,263	-
S&GA Expenses	3.8%	64,782	62,420	64,239	63,890	60,208	58,557	54,096	58,750	46,325	44,552	40,856	32,617	30,167	31,688	23,773	20,781	22,282	24,253	16,962	16,612	-
R&D Expenses	4.1%	34,262	32,921	34,704	34,725	32,072	30,322	30,799	33,983	24,802	24,104	25,608	17,203	15,626	15,180	12,757	11,949	12,617	13,445	10,919	9,491	-
EBITDA Margin	7.2%	-0.18*	-0.19*	-0.21*	-0.21*	-0.28*	-0.30*	-0.32*	-0.35*	-0.25*	-0.22*	-0.19*	-0.12*	-	-	-	-	-	-	-	-	-
Interest Expenses	292.5%	314	80.00	313	78.00	313	80.00	312	78.00	293	23.00	938	3.00	3.00	2.00	3,385	4,528	4,734	4,908	5,217	-	-
Income Taxes	-7.9%	1,043	1,132	-556	1,106	597	-1,234	89.00	-20.00	252	-3,254	-1,595	-63.00	123	-4,940	-1,804	-89.00	-3,220	-3,452	-1,404	-2,390	-
Earnings Before Taxes	-19.7%	-19,481	-16,278	-32,833	-35,093	-23,603	-22,453	-31,213	-63,159	-25,400	-27,004	-31,978	-16,530	-4,466	-13,907	-7,192	-923	-11,510	-16,446	-6,074	-10,061	-
EBT Margin	7.1%	-0.18*	-0.19*	-0.21*	-0.22*	-0.28*	-0.30*	-0.32*	-0.35*	-0.26*	-0.22*	-0.20*	-0.13*	-	-	-	-	-	-	-	-	-
Net Income	-17.9%	-20,524	-17,410	-32,277	-36,199	-24,200	-21,231	-31,302	-63,139	-25,629	-23,750	-30,383	-16,467	-4,589	-8,967	-5,388	-834	-8,290	-12,994	-4,670	-7,671	-
Net Income Margin	6.7%	-0.18*	-0.20*	-0.21*	-0.22*	-0.28*	-0.30*	-0.32*	-0.34*	-0.24*	-0.21*	-0.18*	-0.11*	-	-	-	-	-	-	-	-	-
Free Cashflow	-213.9%	-17,659	15,507	32,540	10,904	-25,921	25,092	43,720	18,420	-4,954	-2,156	24,755	32,078	-	-	-	-	-	-	-	-	-

Balance Sheet

(In Millions)

(*) denotes actual numbers (not divided by Millions)
Balance Sheet																			(In Millions)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2018Q4
Assets	-1.6%	1,564	1,590	1,552	1,533	1,509	1,530	1,467	1,466	1,466	1,480	1,530	1,124	1,108	1,074	1,055	907	906	904	852
Current Assets	-4.0%	387	403	372	359	334	351	358	317	284	292	331	321	299	287	268	115	-	95.00	80.00
Cash Equivalents	-4.8%	232	244	228	211	200	224	225	182	165	177	227	226	196	195	177	38.00	23.00	32.00	39.00
Net PPE	-2.1%	15.00	15.00	16.00	18.00	19.00	19.00	19.00	17.00	18.00	18.00	18.00	17.00	17.00	15.00	11.00	14.00	-	15.00	10.00
Goodwill	-0.2%	885	887	877	18.00	863	857	801	824	3.00	846	846	310	542	541	2.00	540	540	540	-
Liabilities	-2.8%	848	872	853	825	804	828	808	772	744	742	783	320	295	263	240	415	409	404	320
Current Liabilities	-4.3%	404	422	401	364	343	361	347	310	289	287	323	228	203	200	181	161	-	151	107
Long Term Debt	0.2%	368	367	366	366	365	365	364	363	363	362	361	-	-	-	-	202	-	201	172
LT Debt, Non Current	-100.0%	-	367	366	366	365	365	364	363	363	362	361	-	-	-	-	202	-	201	172
Shareholder's Equity	-0.2%	716	718	699	708	705	701	660	694	722	738	747	804	813	811	810	492	492	501	532
Retained Earnings	-4.9%	-439	-418	-401	-369	-332	-308	-287	-256	-193	-167	-143	-113	-96.81	-92.22	-78.79	-78.47	-	-68.14	-33.79
Additional Paid-In Capital	1.8%	1,184	1,163	1,137	1,106	1,072	1,050	1,011	988	931	914	898	917	910	903	894	570	-	569	565
Shares Outstanding	1.1%	128	127	126	125	124	123	121	120	120	118	119	118	-	-	-	-	-	-	-
Float	-	-	-	-	1,400	-	-	-	1,600	-	-	-	1,800	-	-	-	-	-	-	-

Cashflow (Last 12 Months)

(In Thousands)

(*) denotes actual numbers (not divided by Thousands)
Cashflow (Quarterly)																					(In Thousands)
Description	(%) Q/Q	2024Q1	2023Q4	2023Q3	2023Q2	2023Q1	2022Q4	2022Q3	2022Q2	2022Q1	2021Q4	2021Q3	2021Q2	2021Q1	2020Q4	2020Q3	2020Q2	2020Q1	2019Q4	2019Q3	2019Q2	2018Q4
Cashflow From Operations	-199.9%	-15,904	15,919	33,276	11,569	-24,800	27,174	46,489	19,332	-2,990	338	26,805	33,999	4,023	19,702	23,584	16,870	-7,355	6,479	15,086	-	-
Share Based Compensation	-10.2%	20,579	22,918	28,349	30,183	19,550	19,646	20,490	53,024	16,010	13,031	15,836	4,106	2,832	2,840	2,328	764	811	645	598	-	-
Cashflow From Investing	-721.9%	-3,230	-393	-19,522	-704	-1,857	-21,863	-5,941	-999	-5,979	-27,481	-351,707	-1,911	-6,319	-5,040	-470	-327	-1,039	-1,026	-7,712	-	-
Cashflow From Financing	70.7%	280	164	2,675	-35.00	2,517	521	3,115	66.00	-3,441	-23,377	326,821	-1,935	4,019	2,145	115,919	-738	-1,362	-5,868	-4,586	-	-

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JAMF Income Statement

2023-12-31

CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($) $ in Thousands	12 Months Ended
	Dec. 31, 2023	Dec. 31, 2022	Dec. 31, 2021
Revenue:
Total revenue	$ 560,571	$ 478,776	$ 366,388
Cost of revenue:
Amortization expense	13,529	19,932	16,018
Total cost of revenue	126,059	119,227	90,357
Gross profit	434,512	359,549	276,031
Operating expenses:
Sales and marketing	250,757	217,728	148,192
Research and development	134,422	119,906	82,541
General and administrative	135,233	132,562	96,206
Amortization expense	29,349	28,227	25,294
Total operating expenses	549,761	498,423	352,233
Loss from operations	(115,249)	(138,874)	(76,202)
Interest income (expense), net	6,526	(538)	(2,478)
Loss on extinguishment of debt	0	0	(449)
Foreign currency transaction gain (loss)	916	(2,802)	(849)
Loss before income tax (provision) benefit	(107,807)	(142,214)	(79,978)
Income tax (provision) benefit	(2,279)	913	4,789
Net loss	$ (110,086)	$ (141,301)	$ (75,189)
Net loss per share, basic (in dollars per share)	$ (0.88)	$ (1.17)	$ (0.64)
Net loss per share, diluted (in dollars per share)	$ (0.88)	$ (1.17)	$ (0.64)
Weighted-average shares used to compute net loss per share, basic (in shares)	124,935,620	120,720,972	118,276,462
Weighted-average shares used to compute net loss per share, diluted (in shares)	124,935,620	120,720,972	118,276,462
Subscription
Revenue:
Total revenue	$ 543,019	$ 455,007	$ 344,243
Cost of revenue:
Cost of revenue	98,554	85,479	63,441
Services
Revenue:
Total revenue	16,325	19,025	16,122
Cost of revenue:
Cost of revenue	13,976	13,816	10,898
License
Revenue:
Total revenue	$ 1,227	$ 4,744	$ 6,023

JAMF Balance Sheet

2023-12-31

CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands	Dec. 31, 2023	Dec. 31, 2022
Current assets:
Cash and cash equivalents	$ 243,576	$ 224,338
Trade accounts receivable, net of allowances of $444 and $445 at December 31, 2023 and 2022, respectively	108,240	88,163
Deferred contract costs	23,508	17,652
Prepaid expenses	14,255	14,331
Other current assets	13,055	6,562
Total current assets	402,634	351,046
Equipment and leasehold improvements, net	15,184	19,421
Goodwill	887,121	856,925
Other intangible assets, net	187,891	218,744
Deferred contract costs, non-current	53,070	39,643
Other assets	43,752	43,763
Total assets	1,589,652	1,529,542
Current liabilities:
Accounts payable	25,909	15,393
Accrued liabilities	77,447	67,051
Income taxes payable	1,248	486
Deferred revenue	317,546	278,038
Total current liabilities	422,150	360,968
Deferred revenue, non-current	55,886	68,112
Deferred tax liability, net	5,952	5,505
Convertible senior notes, net	366,999	364,505
Other liabilities	21,118	29,114
Total liabilities	872,105	828,204
Commitments and contingencies (Note 8)
Stockholders’ equity:
Preferred stock, $0.001 par value, 50,000,000 shares authorized at December 31, 2023 and 2022; no shares issued and outstanding at December 31, 2023 and 2022	0	0
Common stock, $0.001 par value, 500,000,000 shares authorized at December 31, 2023 and 2022; 126,938,102 and 123,170,172 shares issued and outstanding at December 31, 2023 and 2022, respectively	126	123
Additional paid‑in capital	1,162,993	1,049,875
Accumulated other comprehensive loss	(26,777)	(39,951)
Accumulated deficit	(418,795)	(308,709)
Total stockholders’ equity	717,547	701,338
Total liabilities and stockholders’ equity	$ 1,589,652	$ 1,529,542

About Jamf Holding Corp

Jamf Holding Corp. offers a cloud software platform for Apple infrastructure and security platform in the Americas, Europe, the Middle. Its products include Jamf Pro, an Apple ecosystem management software solution for IT environments; Jamf Now, a pay-as-you-go Apple device management software solution for small-to-medium-sized businesses; Jamf Data Policy, a solution to enforce acceptable usage policies that keeps away from risky sites and content; Jamf School, an apple mobile device management for schools; and Jamf Connect, a ZTNA solution that replaces legacy conditional access and VPN technology. The company also offers Jamf Protect, that provides purpose-built endpoint security and MTD for Mac and mobile devices; Jamf Safe Internet, that help schools protect minors from harmful content on the internet; Jamf Nation, an online community of IT and security professionals focusing on Apple in the enterprise; and ZecOps, an ADR solution for mobile devices that gives organizations the ability to extract critical device telemetry. It sells its SaaS solutions through a subscription model, direct sales force, and online, as well as indirectly through channel partners, including Apple. The company was founded in 2002 and is headquartered in Minneapolis, Minnesota.

CEO	Mr. John Strosahl
WEBSITE	jamf.com
INDUSTRY	Software - Apps
EMPLOYEES	2796

Jamf Holding Corp Frequently Asked Questions

What is the ticker symbol for Jamf Holding Corp? What does JAMF stand for in stocks?

JAMF is the stock ticker symbol of Jamf Holding Corp. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of Jamf Holding Corp (JAMF)?

As of Wed May 08 2024, market cap of Jamf Holding Corp is 2.5 Billion. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of JAMF stock?

You can check JAMF's fair value in chart for subscribers.

What is the fair value of JAMF stock?

You can check JAMF's fair value in chart for subscribers. The fair value of Jamf Holding Corp is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of Jamf Holding Corp is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for JAMF so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is Jamf Holding Corp a good stock to buy?

The fair value guage provides a quick view whether JAMF is over valued or under valued. Whether Jamf Holding Corp is cheap or expensive depends on the assumptions which impact Jamf Holding Corp's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for JAMF.

What is Jamf Holding Corp's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Wed May 08 2024, JAMF's PE ratio (Price to Earnings) is -22.74 and Price to Sales (PS) ratio is 4.46. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. JAMF PE ratio will change depending on the future growth rate expectations of investors.