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FROG

21.87USD-0.52(-2.32%)Market Closed

JFrog Ltd

Market Summary

USD21.87-0.52Market Closed
-2.32%

FROG Alerts

FROG Stock Price

RSI Chart

Valuation

Market Cap

2.6B

Price/Earnings

-29.67

Price/Sales

10.51

Price/Cashflow

288.76

MarketCap/EBT

-30.51

Price/Sales

Profitability

Operating Margin

78.14%

EBT Margin

-34.47%

Return on Equity

-13.85%

Return on Assets

-10.1%

Fundamentals

Revenue

Revenue (TTM)

244.4M

Revenue Y/Y

39.36%

Revenue Q/Q

6.45%

Earnings

Earnings (TTM)

-86.6M

Earnings Y/Y

-80.8%

Earnings Q/Q

-20.65%

Price Action

52 Week Range

34.00
(Low)(High)

Last 7 days

-2.4%

Last 30 days

-14.5%

Last 90 days

-0.9%

Trailing 12 Months

-34.9%

Financial Health

Current Ratio

2.63

Investor Care

Shares Dilution (1Y)

3.57%

Diluted EPS (TTM)

-0.89

Peers (Alternatives to JFrog)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
2.4T
394.3B
-0.67% -8.01%
24.17
6.12
7.79% 5.41%
1.8T
203.1B
7.29% -26.07%
25.2
8.66
15.22% 2.81%
1.3T
282.1B
2.93% -33.48%
18.7
4.44
17.94% -5.14%
960.4B
502.2B
-19.24% -47.82%
84.82
1.91
9.66% -56.89%
MID-CAP
2.5B
8.6B
6.97% -44.81%
-5.69
0.31
76.30% -20.89%
SMALL-CAP
1.9B
628.4M
4.90% -64.68%
-4.08
3.1
64.35% -18.14%
1.9B
1.6B
1.73% 6.73%
12.45
1.23
81.91% 208.48%
1.5B
-
15.46% -69.17%
-0.54
1.95
-4.11% -144.36%
1.4B
40.0M
-23.89% -77.58%
-1.84
34.64
34.91% -55.12%
1.0B
247.8M
5.73% -20.09%
-17.78
4.46
23.41% -194.70%
1.0B
412.4M
16.46% -28.89%
-153.63
2.47
51.09% -102.33%
988.1M
439.7M
-14.05% -83.16%
-2.97
2.13
-5.64% -199.38%
861.5M
1.2B
1.09% -47.19%
2.31
0.73
7.66% 583.60%
551.2M
2.2M
2.03% -70.95%
-1.55
343.43
-72.60% -50.32%

Financials for JFrog

Income Statement (Last 12 Months)
(In Millions)
Description(%) Q/Q2022Q22022Q12021Q42021Q32021Q2
Revenue8.5%244225207190175
Gross Profit7.3%191178165153142
Operating Expenses8.3%276255233207181
  S&GA Expenses9.4%116106978475
  R&D Expenses13.2%10593806553
Earnings Before Taxes-10.5%-84.25-76.24-67.62-52.54-36.66
Net Income-14.0%-86.64-76.01-64.20-45.22-30.02
Balance Sheet
(In Millions)
Description(%) Q/Q2022Q22022Q12021Q42021Q32021Q2
Assets0.1%858856853830729
  Current Assets0.6%510507499470669
    Cash Equivalents-7.4%55606885259
  Net PPE3.7%87766
  Goodwill0%24824824824817
Liabilities5.6%232220214185167
  Current Liabilities6.0%194183175147135
Shareholder's Equity-1.7%625637639644562
  Retained Earnings-15.0%-182.47-158.70-138.99-116.30-95.83
  Additional Paid-In Capital2.0%812796777760658
Accumulated Depreciation9.7%87666
Shares Outstanding0.6%9999979694
Float-2,300----
* denotes actual numbers (not divided by Millions)
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2022Q22022Q12021Q42021Q32021Q2
Cashflow From Operations-63.1%924282352
  Share Based Compensation1.0%10099579245
Cashflow From Investing-93.2%-225.13-116.55-125.54-270.08-221.44
Cashflow From Financing129.0%12518403

Risks

What is the probability of a big loss on FROG?

93.9%


Probability that JFrog stock will be more than 20% underwater in next one year

85.2%


Probability that JFrog stock will be more than 30% underwater in next one year.

79.1%


Probability that JFrog 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 FROG drawdown profile look like?

Y-axis is the maximum loss one would have experienced if JFrog was unfortunately bought at previous high price.

Returns

Cumulative Returns on FROG

Which funds bought or sold FROG recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2022-11-21
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
-
-
70,000
940,000
-%
2022-11-17
Grandeur Peak Global Advisors, LLC
ADDED
22.36
7,104,000
32,118,000
1.97%
2022-11-16
CAPTRUST FINANCIAL ADVISORS
SOLD OFF
-100
-2,000
-
-%
2022-11-15
Pier Capital, LLC
ADDED
2.18
556,000
8,262,000
1.42%
2022-11-15
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
SOLD OFF
-
-
-
-%
2022-11-15
JANE STREET GROUP, LLC
ADDED
58.5
1,025,000
2,570,000
-%
2022-11-15
ALGERT GLOBAL LLC
ADDED
76.39
1,124,000
2,445,000
0.15%
2022-11-15
STATE STREET CORP
REDUCED
-5.58
-32,000
3,390,000
-%
2022-11-15
ALLIANCEBERNSTEIN L.P.
SOLD OFF
-100
-3,728,000
-
-%
2022-11-14
Meritech Capital Associates VI L.L.C.
UNCHANGED
-
130,000
2,764,000
2.85%

1–10 of 43

Latest Funds Activity

Are funds buying FROG calls or puts?
Are funds bullish or bearish(Calls - Puts)?
No. of funds that own FROG

JFrog News

Nasdaq

2 Stocks That Went from IPO Bubble-Busts to Comeback Candidates.10 hours ago

Value the Markets

GuruFocus.com

FROG Fair Value

Recent SEC filings of JFrog

View All Filings
Date Filed Form Type Document
Nov 18, 2022
4
Insider Trading
Nov 17, 2022
4
Insider Trading
Nov 10, 2022
4
Insider Trading
Nov 03, 2022
10-Q
Quarterly Report
Nov 02, 2022
8-K
Current Report
Oct 21, 2022
4
Insider Trading
Oct 11, 2022
4
Insider Trading
Sep 29, 2022
8-K
Current Report
Sep 15, 2022
4
Insider Trading
Sep 08, 2022
4
Insider Trading

Latest Insider Trading transactions for FROG

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2022-11-16
Simon Frederic
SOLD
-1,056,620
23.4804
-45,000
-
2022-11-16
Shulman Yakov (Jacob)
SOLD
-140,938
23.4896
-6,000
Chief Financial Officer
2022-11-09
Landman Yoav
SOLD
-402,000
20.1
-20,000
Chief Technology Officer
2022-10-19
Simon Frederic
SOLD
-1,029,460
22.8769
-45,000
-
2022-10-06
Shlomi Ben Haim
SOLD
-1,248,650
24.973
-50,000
Chief Executive Officer
2022-09-14
Simon Frederic
SOLD
-946,395
21.031
-45,000
-
2022-09-06
Shulman Yakov (Jacob)
SOLD
-57,456.5
19.8331
-2,897
Chief Financial Officer
2022-09-02
Shulman Yakov (Jacob)
SOLD
-31,022.5
19.81
-1,566
Chief Financial Officer
2022-09-02
Notman Tali
SOLD
-20,820.3
19.81
-1,051
Chief Revenue Officer
2022-09-01
Shlomi Ben Haim
SOLD
-93,483.4
19.81
-4,719
Chief Executive Officer

1–10 of 50

Shlomi B. Haim
1000
JFrog Ltd. provides DevOps platform in the United States. The company's products include JFrog Artifactory, a package repository that allows teams and organizations to store, update, and manage their software packages at any scale; JFrog Pipelines, an integration/continuous delivery tool for automating and orchestrating the movement of software packages; JFrog Xray, which scan JFrog Artifactory; and JFrog Distribution that provides software package distribution with enterprise-grade performance. Its products include JFrog Artifactory Edge that utilizes and leverages metadata from JFrog Artifactory to facilitate the transfer of the incremental changes in software packages from their previous versions; JFrog Mission Control, a platform control panel that provides a view of moving pieces of an organization's software supply chain workflow; JFrog Insight, a DevOps intelligence tool; and JFrog Connect, a device management solution that allows companies to manage software updates and monitor performance across IoT device fleets from anywhere in the world. The company's products also comprise JFrog Pro, JFrog Pro Team, JFrog Pro X, JFrog Enterprise, JFrog Enterprise X, and JFrog Enterprise Plus products that offer ongoing updates, upgrades, and bug fixes, as well as cluster configuration, multi-site replication, and SLA support. It serves technology, financial services, retail, healthcare, and telecommunications organizations. JFrog Ltd. was incorporated in 2008 and is headquartered in Sunnyvale, California.

FROG Income Statement

2022-09-30
Condensed Consolidated Statements of Operations - USD ($)
$ in Thousands
3 Months Ended9 Months Ended
Sep. 30, 2022
Sep. 30, 2021
Sep. 30, 2022
Sep. 30, 2021
Revenue:    
Total subscription revenue$ 71,991$ 53,703$ 203,494$ 147,447
Cost of revenue:    
Total cost of revenue—subscription15,89811,46145,00528,959
Gross profit56,09342,242158,489118,488
Operating expenses:    
Research and development31,69823,14287,74453,666
Sales and marketing33,15224,32194,32366,112
General and administrative14,68215,69541,41044,469
Total operating expenses79,53263,158223,477164,247
Operating loss(23,439)(20,916)(64,988)(45,759)
Interest and other income, net1,369202,159726
Loss before income taxes(22,070)(20,896)(62,829)(45,033)
Income tax expense (benefit)1,482(432)4,200(3,525)
Net loss$ (23,552)$ (20,464)$ (67,029)$ (41,508)
Net loss per share, basic and diluted$ (0.24)$ (0.21)$ (0.68)$ (0.44)
Net loss per share, basic and diluted$ (0.24)$ (0.21)$ (0.68)$ (0.44)
Weighted-average shares used in computing net loss per share, basic and diluted99,617,68795,707,06298,825,42294,028,537
Weighted-average shares used in computing net loss per share, basic and diluted99,617,68795,707,06298,825,42294,028,537
Subscription—self-managed and SaaS    
Revenue:    
Total subscription revenue$ 67,750$ 49,248$ 190,498$ 135,898
Cost of revenue:    
Total cost of revenue—subscription15,67811,26244,34528,379
License—self-managed    
Revenue:    
Total subscription revenue4,2414,45512,99611,549
Cost of revenue:    
Total cost of revenue—subscription$ 220$ 199$ 660$ 580

FROG Balance Sheet

2022-09-30
Condensed Consolidated Balance Sheets - USD ($)
$ in Thousands
Sep. 30, 2022
Dec. 31, 2021
Current assets:  
Cash and cash equivalents$ 53,971$ 68,284
Short-term investments380,031352,844
Accounts receivable, net49,03750,483
Deferred contract acquisition costs7,3905,271
Prepaid expenses and other current assets18,62022,140
Total current assets509,049499,022
Property and equipment, net8,0506,689
Deferred contract acquisition costs, noncurrent12,4719,120
Operating lease right-of-use assets23,73825,999
Intangible assets, net40,52447,980
Goodwill247,955247,776
Other assets, noncurrent10,83815,942
Total assets852,625852,528
Current liabilities:  
Accounts payable13,12210,868
Accrued expenses and other current liabilities28,96627,954
Operating lease liabilities6,9287,293
Deferred revenue143,199129,149
Total current liabilities192,215175,264
Deferred revenue, noncurrent16,53517,957
Operating lease liabilities, noncurrent15,99920,014
Other liabilities, noncurrent2,958712
Total liabilities227,707213,947
Commitments and contingencies (Note 10)
Shareholders' equity:  
Preferred shares, NIS 0.01 par value per share; 50,000,000 shares authorized; 0 issued and outstanding as of September 30,2022 and December 31, 202100
Ordinary shares, NIS 0.01 par value per share, 500,000,000 shares authorized; 100,184,478 and 97,312,040 shares issued and outstanding as of September 30, 2022 and December 31, 2021, respectively281272
Additional paid-in capital834,900776,690
Accumulated other comprehensive income (loss)(4,242)611
Accumulated deficit(206,021)(138,992)
Total shareholders' equity (deficit)624,918638,581
Total liabilities and shareholders' equity$ 852,625$ 852,528