Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
NTCT
Strong BuyFull HouseAPPROVENetScout Systems, Inc. · Technology · United States · $2.8B · Avg Vol: $22M/d
NetScout Systems provides network performance monitoring and distributed denial-of-service protection to carriers and enterprises, generating steady cash flow with net cash and consistent buybacks, and momentum is firm. The trivial insider selling is routine. Nothing adverse is known on accounting, solvency or governance.
COMPANY DESCRIPTION
NetScout Systems, Inc. provides real-time service assurance and cybersecurity solutions that monitor network performance and protect against cyber threats. It is a specialized leader in network visibility and analytics, offering critical intelligence with its patented Adaptive Service Intelligence (ASI) technology. Its deep packet inspection capabilities and comprehensive monitoring solutions provide a strong competitive moat in complex IT environments.
FINANCIAL SUMMARY (USD)
| Year | 2023 | 2024 | 2025 | 2026 | CAGR | TTM | 2027E | 2028E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 914.5M | 829.5M | 822.7M | 859.5M | -2.0% | 883.2M | 904.3M | 925.3M | 3.8% |
| EPS | 0.83 | -2.07 | -5.12 | 1.33 | 17.0% | 1.64 | 1.47 | 1.50 | 6.2% |
| Shares | 71.2M | 71.4M | 72.1M | 71.5M | +0.3% | 72.7M | — | — | — |
| Debt | 160.5M | 150.1M | 43.5M | 39.6M | -37.3% | 40.0M | — | — | — |
| Equity | 2.0B | 1.9B | 1.6B | 1.6B | -6.7% | — | — | — | — |
| Op CF | 156.7M | 58.8M | 217.7M | 294.5M | 23.4% | 271.8M | — | — | — |
| Inv CF | 15.3M | 13.4M | -7.0M | -92.8M | — | — | — | — | — |
| Fin CF | -419.4M | -69.4M | -142.0M | -76.7M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of NTCT are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| NTCT | NetScout Systems, Inc.(you) | $2.8B | 89 | Strong Buy |
| TDC | Teradata Corporation | $2.7B | 91 | Strong Buy |
| FIVN | Five9, Inc. | $2.5B | 91 | Strong Buy |
| AVP.SI | AvePoint, Inc. | $3.0B | 82 | Strong Buy |
| PAYO | Payoneer Global Inc. | $2.4B | 84 | Strong Buy |
| EEFT | Euronet Worldwide, Inc. | $2.6B | 83 | Strong Buy |
| GCT | GigaCloud Technology Inc. | $1.9B | 90 | Strong Buy |
| PRGS | Progress Software Corporation | $1.8B | 90 | Strong Buy |
| PAY | Paymentus Holdings, Inc. | $4.5B | 88 | Strong Buy |
| RAMP | LiveRamp Holdings, Inc. | $2.3B | 99 | Strong Buy |
Peer medians: ROE 4.6% · P/E 35.3x · Gross margin 51.1%