Market Summary
USD198.68-2.95
Market Closed-1.46%
AZPN Stock Price
AZPN RSI Chart
AZPN Valuation
AZPN Price/Sales (Trailing)
AZPN Profitability
AZPN Fundamentals
AZPN Revenue
AZPN Earnings
Price Action
52 Week Range
161.32263.59
(Low)(High)
Last 7 days
-1.6%
Last 30 days
2.9%
Last 90 days
21.4%
Trailing 12 Months
-10.3%
AZPN Financial Health
AZPN Investor Care
Historical Charts for Stock Metrics
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Net sales
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Latest Insider Trading transactions for AZPN
Filter Transactions| Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
|---|---|---|---|---|---|---|
2022-05-16 | CASEY DONALD P | back to issuer | - | - | -9,363 | - |
2022-05-16 | Chawla Manish | back to issuer | - | - | -9,263 | chief revenue officer |
2022-05-16 | Keresty Georgia | back to issuer | - | - | -3,465 | - |
2022-05-16 | Smith Jill D. | back to issuer | - | - | -1,647 | - |
2022-05-16 | WISE R HALSEY | back to issuer | - | - | -7,861 | - |
2022-05-16 | Breithaupt Chantelle Yvette | back to issuer | - | - | -26,899 | svp, chief financial officer |
2022-05-16 | Stagno Christopher | back to issuer | - | - | -4,457 | svp, chief accounting officer |
2022-05-16 | Pietri Antonio J | back to issuer | - | - | -257,078 | president & ceo |
2022-05-16 | Hammond F G | back to issuer | - | - | -28,959 | senior vp & general counsel |
2022-05-16 | Whelan, Jr. Robert M. | back to issuer | - | - | -13,691 | - |
Which funds bought or sold AZPN recently?
View All Details| Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
|---|---|---|---|---|---|---|
2023-08-11 | HUNTINGTON NATIONAL BANK | unchanged | - | - | 166 | -% |
2023-08-04 | Stuart Chaussee & Associates, Inc. | unchanged | - | -1,103 | 3,017 | -% |
2023-07-07 | Harvest Fund Management Co., Ltd | sold off | -100 | -27,000 | - | -% |
2022-10-18 | Karp Capital Management Corp | new | - | 4,000 | 4,000 | -% |
2022-07-28 | Private Capital Group, LLC | sold off | -100 | -4,000 | - | -% |
2022-07-15 | Cordasco Financial Network | sold off | -100 | -16,000 | - | -% |
2022-05-23 | SPRING CREEK CAPITAL LLC | added | 55.83 | 6,330,000 | 15,462,000 | 0.61% |
2022-05-16 | Parametric Portfolio Associates LLC | added | 5.63 | 2,518,000 | 19,567,000 | 0.01% |
2022-05-16 | Amalgamated Financial Corp. | new | - | 8,345,000 | 8,345,000 | 0.07% |
2022-05-13 | KINGS POINT CAPITAL MANAGEMENT | unchanged | - | 4,000 | 51,000 | -% |
Latest Funds Activity
Calls
Puts
Net Call Options
No. of Funds
Schedule 13G FIlings of Aspen Tech
| Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
|---|---|---|---|---|---|
| Feb 14, 2023 | kayne anderson rudnick investment management llc | 4.67% | 3,011,234 | SC 13G/A | |
| Jun 09, 2022 | blackrock inc. | 0.0% | 0 | SC 13G/A | |
| May 09, 2022 | blackrock inc. | 10.0% | 6,664,554 | SC 13G | |
| Feb 14, 2022 | bluespruce investments, lp | 0% | 0 | SC 13G/A | |
| Feb 14, 2022 | kayne anderson rudnick investment management llc | 10.03% | 6,710,218 | SC 13G/A | |
| Feb 09, 2022 | vanguard group inc | 9.39% | 6,284,669 | SC 13G/A | |
| Feb 01, 2022 | blackrock inc. | 9.3% | 6,237,913 | SC 13G/A | |
| Dec 10, 2021 | kayne anderson rudnick investment management llc | 10.09% | 6,750,515 | SC 13G/A | |
| Mar 10, 2021 | kayne anderson rudnick investment management llc | 10.01% | 6,787,809 | SC 13G/A | |
| Feb 12, 2021 | bluespruce investments, lp | 1.3% | 896,965 | SC 13G/A |
Peers (Alternatives to Aspen Tech)
View All Peers In Detail| Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
|---|---|---|---|---|---|---|---|---|
| LARGE-CAP | ||||||||
MSFT | 2.3T | 211.9B | -3.36% | 31.83% | 32.06 | 10.95 | 6.88% | -0.52% |
ADBE | 230.9B | 18.4B | -3.57% | 82.81% | 47.56 | 12.53 | 10.40% | -0.72% |
AZPN | - | - | 2.88% | -10.29% | - | - | - | - |
ORCL | 287.3B | 51.0B | -9.63% | 66.15% | 30.64 | 5.64 | 15.41% | 61.40% |
CRM | 197.4B | 33.1B | -3.33% | 38.39% | 125.11 | 5.97 | 14.81% | 194.40% |
ZM | 20.4B | 4.5B | 0.89% | -6.86% | 144.14 | 4.58 | 3.92% | -85.69% |
| MID-CAP | ||||||||
APPN | 3.1B | 506.6M | -9.36% | 4.59% | -19.65 | 6.11 | 20.13% | -27.36% |
MANH | 11.9B | 848.2M | 0.47% | 48.04% | 81.66 | 14.05 | 19.21% | 23.01% |
GWRE | 7.0B | 905.3M | 6.61% | 40.67% | -45.42 | 7.78 | 11.41% | -3.11% |
| SMALL-CAP | ||||||||
ZUO | 1.1B | 415.3M | -10.81% | 12.36% | -5.83 | 2.62 | 11.66% | -68.02% |
YEXT | 761.6M | 403.2M | -26.47% | 36.69% | -31.79 | 1.89 | 0.77% | 74.48% |
UPLD | 136.2M | 309.9M | 64.82% | -49.08% | -0.74 | 0.44 | -0.26% | -219.50% |
Aspen Tech News
Returns for AZPN
Cumulative Returns on AZPN
19.1%
10-Year Cumulative Returns
23.1%
7-Year Cumulative Returns
11.9%
5-Year Cumulative Returns
15.9%
3-Year Cumulative Returns
Risks for AZPN
What is the probability of a big loss on AZPN?
66.2%
Probability that Aspen Tech stock will be more than 20% underwater in next one year
45%
Probability that Aspen Tech stock will be more than 30% underwater in next one year.
18.1%
Probability that Aspen Tech stock will be more than 40% underwater in next one year.
*Calculated based on probability distribution of losses observed in actual data in the last 5 years.
How does AZPN drawdown profile look like?
Y-axis is the maximum loss one would have experienced if Aspen Tech was unfortunately bought at previous high price.
Drawdowns
Financials for Aspen Tech
Income Statement (Last 12 Months)(In Millions)
| Income Statement (Last 12 Months) | (In Millions) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 | 2018Q1 | 2017Q4 | 2017Q3 | 2017Q2 | 2017Q1 |
| Revenue | 3.7% | 693 | 668 | 730 | 709 | 713 | 681 | 574 | 599 | 594 | 612 | 624 | 597 | 525 | 503 | 490 | 500 | 497 | 491 | 486 | 483 | 473 |
| Cost Of Revenue | -4.0% | 58.00 | 60.00 | 60.00 | 60.00 | 61.00 | 61.00 | 62.00 | 62.00 | 62.00 | 61.00 | 60.00 | 58.00 | 55.00 | 54.00 | 51.00 | 51.00 | 50.00 | 49.00 | 49.00 | 47.00 | 47.00 |
| Gross Profit | 4.5% | 635 | 608 | 671 | 649 | 652 | 621 | 512 | 537 | 532 | 551 | 564 | 539 | 470 | 449 | 439 | 449 | 448 | 441 | 437 | 435 | 426 |
| Operating Expenses | 4.8% | 340 | 325 | 307 | 291 | 284 | 276 | 274 | 280 | 278 | 271 | 265 | 258 | 261 | 260 | 256 | 249 | 240 | 232 | 226 | 223 | 214 |
| S&GA Expenses | 2.9% | 127 | 123 | 119 | 115 | 111 | 109 | 110 | 114 | 117 | 116 | 114 | 111 | 106 | 105 | 103 | 100 | 100 | 97.00 | 94.00 | 93.00 | 91.00 |
| EBITDA | 3.8% | 338 | 326 | 409 | 402 | 419 | 394 | 286 | 301 | 292 | 317 | 337 | 318 | - | - | - | - | - | - | - | - | - |
| EBITDA Margin | 0.0% | 0.49* | 0.49* | 0.56* | 0.57* | 0.59* | 0.58* | 0.50* | 0.51* | 0.50* | 0.52* | 0.54* | 0.53* | - | - | - | - | - | - | - | - | - |
| Interest Expenses | 1.3% | 6.00 | 6.00 | 7.00 | 7.00 | 8.00 | 10.00 | 11.00 | 12.00 | 12.00 | 11.00 | 10.00 | 9.00 | 8.00 | 7.00 | 6.00 | 6.00 | 5.00 | 4.00 | 4.00 | 4.00 | 4.00 |
| Earnings Before Taxes | 3.9% | 321 | 309 | 392 | 385 | 395 | 368 | 259 | 279 | 271 | 297 | 319 | 302 | 258 | 233 | 217 | 226 | 202 | 204 | 207 | 210 | 213 |
| EBT Margin | 0.2% | 0.46* | 0.46* | 0.54* | 0.54* | 0.56* | 0.55* | 0.46* | 0.47* | 0.46* | 0.49* | 0.51* | 0.50* | - | - | - | - | - | - | - | - | - |
| Net Income | 4.9% | 272 | 259 | 326 | 320 | 319 | 298 | 209 | 230 | 241 | 261 | 278 | 261 | 193 | 169 | 151 | 149 | 165 | 163 | 162 | 162 | 141 |
| Net Income Margin | 1.1% | 0.39* | 0.39* | 0.45* | 0.45* | 0.45* | 0.44* | 0.36* | 0.38* | 0.39* | 0.42* | 0.44* | 0.44* | - | - | - | - | - | - | - | - | - |
| Free Cashflow | -6.5% | 257 | 274 | 271 | 275 | 272 | 255 | 264 | 242 | 227 | 236 | 247 | 238 | - | - | - | - | - | - | - | - | - |
Balance Sheet(In Millions)
| Balance Sheet | (In Millions) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 | 2018Q1 | 2017Q4 | 2017Q3 | 2017Q2 | 2017Q1 |
| Assets | 5.9% | 1,381 | 1,304 | 1,320 | 1,454 | 1,373 | 1,288 | 1,256 | 1,223 | 1,130 | 1,045 | 1,022 | 863 | 939 | 952 | 940 | 265 | 246 | 196 | 203 | 248 | 244 |
| Current Assets | 18.2% | 695 | 588 | 610 | 768 | 687 | 589 | 670 | 650 | 542 | 427 | 407 | 426 | 463 | 466 | 460 | 131 | 111 | 89.00 | 102 | 146 | 147 |
| Cash Equivalents | 34.9% | 285 | 211 | 248 | 380 | 317 | 217 | 318 | 288 | 192 | 80.00 | 58.00 | 72.00 | 66.00 | 54.00 | 52.00 | 96.00 | 71.00 | 49.00 | 59.00 | 102 | 85.00 |
| Net PPE | -1.9% | 5.00 | 5.00 | 5.00 | 6.00 | 6.00 | 6.00 | 6.00 | 6.00 | 6.00 | 7.00 | 7.00 | 7.00 | 8.00 | 8.00 | 9.00 | 10.00 | 11.00 | 11.00 | 12.00 | 13.00 | 14.00 |
| Goodwill | 0.8% | 158 | 157 | 157 | 160 | 158 | 158 | 139 | 137 | 134 | 140 | 127 | 78.00 | 74.00 | 75.00 | 76.00 | 76.00 | 76.00 | 56.00 | 52.00 | 51.00 | 51.00 |
| Current Liabilities | -1.2% | 171 | 173 | 180 | 142 | 127 | 119 | 232 | 234 | 236 | 142 | 417 | 321 | 327 | 329 | 275 | 502 | 478 | 430 | 430 | 467 | 427 |
| Short Term Borrowings | 8.3% | 26.00 | 24.00 | 22.00 | 20.00 | 18.00 | 16.00 | 135 | 135 | 135 | 45.00 | 320 | 220 | 220 | 220 | 170 | 170 | 170 | 151 | 140 | 140 | 140 |
| Long Term Debt | -3.0% | 253 | 261 | 267 | 273 | 279 | 285 | 289 | 292 | 296 | 300 | - | - | - | - | - | - | - | - | - | - | - |
| Shareholder's Equity | 12.0% | 775 | 692 | 692 | 801 | 733 | 654 | 508 | 466 | 361 | 370 | 369 | 362 | 357 | 364 | 405 | 378 | - | - | - | 269 | - |
| Retained Earnings | 4.0% | 1,955 | 1,879 | 1,818 | 1,778 | 1,683 | 1,620 | 1,491 | 1,458 | 1,388 | 1,345 | 1,306 | 1,229 | 1,224 | 1,163 | 1,104 | 967 | 267 | 229 | 191 | 686 | 102 |
| Additional Paid-In Capital | 2.7% | 851 | 829 | 826 | 820 | 800 | 784 | 774 | 769 | 760 | 753 | 746 | 739 | 731 | 725 | 725 | 715 | 707 | 699 | 695 | 687 | 679 |
| Shares Outstanding | -0.1% | 67.00 | 67.00 | 67.00 | 68.00 | 68.00 | 68.00 | 68.00 | 68.00 | 68.00 | 68.00 | 68.00 | 69.00 | 69.00 | 70.00 | 71.00 | 71.00 | 72.00 | 72.00 | 73.00 | - | - |
Cashflow (Last 12 Months)(In Millions)
| Cashflow (Last 12 Months) | (In Millions) | |||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Description | (%) Q/Q | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 | 2018Q3 | 2018Q2 | 2018Q1 | 2017Q4 | 2017Q3 | 2017Q2 | 2017Q1 |
| Cashflow From Operations | -6.4% | 258 | 276 | 272 | 276 | 273 | 255 | 264 | 243 | 229 | 237 | 248 | 238 | 232 | 215 | 200 | 207 | 201 | 184 | 168 | 182 | 154 |
| Share Based Compensation | -4.1% | 35.00 | 36.00 | 37.00 | 34.00 | 32.00 | 30.00 | 29.00 | 32.00 | 30.00 | 29.00 | 28.00 | 28.00 | 27.00 | 26.00 | 25.00 | 23.00 | 22.00 | 21.00 | 20.00 | 19.00 | 18.00 |
| Cashflow From Investing | 19.8% | -3.07 | -3.83 | -19.24 | -19.78 | -19.00 | -18.47 | -2.69 | -76.20 | -82.40 | -82.55 | -82.31 | -7.66 | -1.44 | -23.42 | -34.36 | -34.36 | -17.93 | 60.00 | 110 | -36.70 | 199 |
| Cashflow From Financing | -3.4% | -286 | -276 | -322 | -165 | -129 | -100 | -3.13 | 49.00 | -19.08 | -129 | -158 | -254 | -235 | -185 | -172 | -178 | -197 | -262 | -268 | -362 | -365 |
| Buy Backs | 0% | 280 | 280 | 200 | 46.00 | 2.00 | 52.00 | 102 | 152 | 226 | 253 | 300 | 299 | 275 | 247 | 200 | 205 | 230 | 277 | 275 | 371 | 371 |
AZPN Income Statement
2022-03-31CONSOLIDATED STATEMENTS OF OPERATIONS (Unaudited) - USD ($) shares in Thousands, $ in Thousands | 3 Months Ended | 9 Months Ended | ||
|---|---|---|---|---|
Mar. 31, 2022 | Mar. 31, 2021 | Mar. 31, 2022 | Mar. 31, 2021 | |
| Revenue: | ||||
| Total revenue | $ 187,753 | $ 162,726 | $ 495,129 | $ 511,415 |
| Cost of revenue: | ||||
| Total cost of revenue | 13,622 | 16,055 | 43,401 | 45,836 |
| Gross profit | 174,131 | 146,671 | 451,728 | 465,579 |
| Operating expenses: | ||||
| Selling and marketing | 33,977 | 30,345 | 94,088 | 82,092 |
| Research and development | 28,704 | 25,874 | 80,975 | 70,576 |
| General and administrative | 30,694 | 21,553 | 87,542 | 60,389 |
| Total operating expenses | 93,375 | 77,772 | 262,605 | 213,057 |
| Income from operations | 80,756 | 68,899 | 189,123 | 252,522 |
| Interest income | 8,287 | 8,410 | 25,646 | 26,383 |
| Interest (expense) | (1,572) | (1,495) | (4,626) | (5,639) |
| Other income (expense), net | 522 | (5) | (2,107) | (1,807) |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest | 87,993 | 75,809 | 208,036 | 271,459 |
| Provision for income taxes | 12,870 | 13,314 | 31,650 | 47,101 |
| Net income | $ 75,123 | $ 62,495 | $ 176,386 | $ 224,358 |
| Net income per common share: | ||||
| Basic (in dollars per share) | $ 1.13 | $ 0.92 | $ 2.64 | $ 3.31 |
| Diluted (in dollars per share) | $ 1.12 | $ 0.91 | $ 2.62 | $ 3.28 |
| Weighted average shares outstanding: | ||||
| Basic (in shares) | 66,594 | 67,920 | 66,791 | 67,809 |
| Diluted (in shares) | 67,014 | 68,608 | 67,241 | 68,439 |
| License [Member] | ||||
| Revenue: | ||||
| Total revenue | $ 130,032 | $ 110,104 | $ 327,247 | $ 352,133 |
| Cost of revenue: | ||||
| Total cost of revenue | 489 | 2,485 | 5,291 | 6,859 |
| Maintenance [Member] | ||||
| Revenue: | ||||
| Total revenue | 50,017 | 45,885 | 146,615 | 139,561 |
| Cost of revenue: | ||||
| Total cost of revenue | 4,760 | 5,174 | 13,674 | 14,066 |
| Services and other | ||||
| Revenue: | ||||
| Total revenue | 7,704 | 6,737 | 21,267 | 19,721 |
| Cost of revenue: | ||||
| Total cost of revenue | $ 8,373 | $ 8,396 | $ 24,436 | $ 24,911 |
AZPN Balance Sheet
2022-03-31CONSOLIDATED BALANCE SHEETS (Unaudited) - USD ($) $ in Thousands | Mar. 31, 2022 | Jun. 30, 2021 |
|---|---|---|
| Current assets: | ||
| Cash and cash equivalents | $ 285,217 | $ 379,853 |
| Accounts receivable, net | 49,182 | 52,502 |
| Current contract assets, net | 345,633 | 308,607 |
| Prepaid expenses and other current assets | 11,848 | 12,716 |
| Prepaid income taxes | 3,154 | 14,639 |
| Total current assets | 695,034 | 768,317 |
| Property, equipment and leasehold improvements, net | 4,650 | 5,610 |
| Computer software development costs, net | 1,003 | 1,461 |
| Goodwill | 157,855 | 159,852 |
| Intangible assets, net | 37,737 | 44,327 |
| Non-current contract assets, net | 416,604 | 407,180 |
| Contract costs | 30,274 | 29,056 |
| Operating lease right-of-use assets | 31,609 | 32,539 |
| Deferred tax assets | 2,157 | 2,121 |
| Other non-current assets | 4,094 | 3,537 |
| Total assets | 1,381,017 | 1,454,000 |
| Current liabilities: | ||
| Accounts payable | 7,176 | 4,367 |
| Accrued expenses and other current liabilities | 46,161 | 50,575 |
| Current operating lease liabilities | 7,119 | 6,751 |
| Income taxes payable | 33,649 | 3,444 |
| Current borrowings | 26,000 | 20,000 |
| Current deferred revenue | 50,569 | 56,393 |
| Total current liabilities | 170,674 | 141,530 |
| Non-current deferred revenue | 12,114 | 11,732 |
| Deferred income tax liabilities | 139,921 | 193,360 |
| Non-current operating lease liabilities | 27,761 | 29,699 |
| Non-current borrowings, net | 253,412 | 273,162 |
| Other non-current liabilities | 2,280 | 3,760 |
| Commitments and contingencies (Note 16) | ||
| Series D redeemable convertible preferred stock | ||
| Temporary Equity, Carrying Amount, Attributable to Parent | 0 | 0 |
| Stockholders' equity: | ||
| Common Stock, Value, Issued | 10,485 | 10,455 |
| Additional paid-in capital | 850,948 | 819,642 |
| Retained earnings | 1,954,519 | 1,778,133 |
| Accumulated other comprehensive income | 5,091 | 9,026 |
| Treasury Stock, Value | (2,046,188) | (1,816,499) |
| Total stockholders’ equity | 774,855 | 800,757 |
| Total liabilities and stockholders’ equity | $ 1,381,017 | $ 1,454,000 |
| Series D redeemable convertible preferred stock, par value (in dollars per share) | $ 0.10 | $ 0.10 |
| Series D redeemable convertible preferred stock, authorized | 3,636 | 3,636 |
| Series D redeemable convertible preferred stock, issued | 0 | 0 |
| Series D redeemable convertible preferred stock, outstanding | 0 | 0 |
| Common stock, par value (in dollars per share) | $ 0.10 | $ 0.10 |
| Common stock, authorized | 210,000,000 | 210,000,000 |
| Common stock, issued | 104,845,904 | 104,543,414 |
| Common stock, outstanding | 66,607,779 | 67,912,160 |
| Treasury stock, shares | 38,238,125 | 36,631,254 |
Aspen Technology, Inc., together with its subsidiaries, provides asset optimization solutions in North America, Europe, the Asia Pacific, Latin America, and the Middle East. The company operates in two segments, Subscription and Software, and Services and Other. It offers asset optimization software that optimizes asset design, operations, and maintenance in various industrial environments. The company's software suites include aspenONE Engineering, aspenONE Manufacturing and Supply Chain, and aspenONE Asset Performance that are integrated applications, which allow end users to design process manufacturing environments, monitor operational performances, respond and adapt to operational changes, predict asset reliability and equipment failure, and manage planning and scheduling activities, as well as collaborate across these functions and activities. It also provides software maintenance and support, professional, and training services. The company's customers comprise companies that are engaged in the process and other capital-intensive industries, such as energy, chemicals, engineering, and construction, as well as pharmaceuticals, food and beverage, transportation, power, metals and mining, pulp and paper, and consumer packaged goods. Aspen Technology, Inc. was founded in 1981 and is headquartered in Bedford, Massachusetts.