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JFrog Ltd Stock Research

FROG

25.49USD-0.26(-1.01%)Delayedas of 26 Sep 2023, 03:24 pm
Watchlist

Market Summary

USD25.49-0.26
Delayedas of 26 Sep 2023, 03:24 pm
-1.01%

FROG Alerts

  • 6 major insider sales recently.
  • Big jump in Earnings (Y/Y)
  • Losses in recent quarter

FROG Stock Price

FROG RSI Chart

FROG Valuation

Market Cap

2.7B

Price/Earnings (Trailing)

-32.15

Price/Sales (Trailing)

8.54

EV/EBITDA

-42.3

Price/Free Cashflow

106.5

FROG Price/Sales (Trailing)

FROG Profitability

Operating Margin

77.43%

EBT Margin

-28.73%

Return on Equity

-14.51%

Return on Assets

-10.39%

Free Cashflow Yield

0.94%

FROG Fundamentals

FROG Revenue

Revenue (TTM)

312.5M

Revenue Y/Y

24.13%

Revenue Q/Q

5.45%

FROG Earnings

Earnings (TTM)

-83.0M

Earnings Y/Y

34.94%

Earnings Q/Q

25.67%

Price Action

52 Week Range

17.1130.94
(Low)(High)

Last 7 days

-4.6%

Last 30 days

-3.7%

Last 90 days

-5.9%

Trailing 12 Months

33.6%

FROG Financial Health

Current Ratio

2.53

FROG Investor Care

Shares Dilution (1Y)

4.71%

Diluted EPS (TTM)

-0.83

Historical Charts for Stock Metrics

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

Latest Insider Trading transactions for FROG

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
2023-09-19
Simon Frederic
sold
-925,506
26.443
-35,000
-
2023-09-14
Landman Yoav
sold
-346,192
28.0272
-12,352
chief technology officer
2023-09-08
Landman Yoav
sold
-1,235,470
27.941
-44,217
chief technology officer
2023-09-07
Notman Tali
sold
-207,892
28.3
-7,346
chief revenue officer
2023-09-07
Sela Yossi
sold
-421,396
28.5828
-14,743
-
2023-09-06
Shlomi Ben Haim
sold
-293,283
29.39
-9,979
chief executive officer
2023-09-06
Shulman Yakov (Jacob)
sold
-206,788
29.39
-7,036
chief financial officer
2023-09-06
Sela Yossi
sold
-538,805
29.1451
-18,487
-
2023-09-06
Sela Yossi
sold
-182,361
29.1451
-6,257
-
2023-09-05
Notman Tali
sold
-117,392
28.9
-4,062
chief revenue officer

1–10 of 50

Which funds bought or sold FROG recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
2023-09-20
BARCLAYS PLC
added
2,590
327,000
336,000
-%
2023-09-18
WASHINGTON CAPITAL MANAGEMENT, INC
reduced
-30.00
-8,990
562,310
0.48%
2023-09-08
TUCKER ASSET MANAGEMENT LLC
new
-
12,576
12,576
-%
2023-08-23
WOLVERINE TRADING, LLC
new
-
456,019
456,019
-%
2023-08-21
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
added
32.23
745,637
1,613,440
-%
2023-08-21
OSAIC HOLDINGS, INC.
reduced
-2.61
49,052
182,803
-%
2023-08-17
Orion Portfolio Solutions, LLC
reduced
-3.65
352,549
1,346,410
0.01%
2023-08-16
Sunbelt Securities, Inc.
sold off
-100
-24,791
-
-%
2023-08-15
LAZARD ASSET MANAGEMENT LLC
added
857
445,000
480,000
-%
2023-08-15
GOLDMAN SACHS GROUP INC
reduced
-90.6
-14,432,800
2,198,470
-%

1–10 of 45

Latest Funds Activity

Are funds buying FROG calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own FROG
No. of Funds

Schedule 13G FIlings of JFrog

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 14, 2023
gemini israel v limited partnership
8.5%
8,490,780
SC 13G/A
Feb 09, 2023
landman yoav
7.2%
7,299,402
SC 13G/A
Feb 09, 2023
shlomi ben haim
5.0%
5,089,800
SC 13G/A
Feb 09, 2023
simon frederic
5.4%
5,423,794
SC 13G/A
Feb 09, 2023
vanguard group inc
5.18%
5,190,640
SC 13G
Feb 14, 2022
landman yoav
85%
7,304,757
SC 13G/A
Feb 14, 2022
shlomi ben haim
85%
5,130,363
SC 13G/A
Feb 14, 2022
simon frederic
5.8%
5,636,675
SC 13G/A
Feb 11, 2022
sapphire ventures, l.l.c.
8.41%
8,102,173
SC 13G/A
Feb 11, 2022
dell technologies inc.
2.3%
2,197,908
SC 13G/A

Recent SEC filings of JFrog

View All Filings
Date Filed Form Type Document
Sep 20, 2023
4
Insider Trading
Sep 19, 2023
144
Notice of Insider Sale Intent
Sep 15, 2023
4
Insider Trading
Sep 14, 2023
144
Notice of Insider Sale Intent
Sep 11, 2023
4
Insider Trading
Sep 08, 2023
144
Notice of Insider Sale Intent
Sep 08, 2023
4
Insider Trading
Sep 08, 2023
4
Insider Trading
Sep 07, 2023
4
Insider Trading
Sep 07, 2023
4
Insider Trading

Peers (Alternatives to JFrog)

View All Peers In Detail
NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
2.8T
383.9B
-1.42% 17.25%
29.08
7.18
-0.93% -4.89%
2.4T
211.9B
-1.68% 33.84%
32.61
11.14
6.88% -0.52%
1.7T
289.5B
1.13% 33.28%
27.38
5.77
4.10% -15.36%
1.4T
538.0B
-1.49% 15.37%
103.56
2.52
10.73% 12.62%
MID-CAP
1.5B
9.9B
-26.57% -35.60%
54.88
0.15
24.14% 106.11%
787.5M
246.5M
-5.68% -1.58%
-4.96
3.19
6.65% -174.04%
SMALL-CAP
1.7B
627.1M
-7.75% -5.51%
-1.16
2.69
-0.20% -204.67%
1.5B
2.2B
-8.61% 11.01%
10.97
0.7
38.20% -10.10%
1.1B
56.2M
6.49% -64.14%
-1.27
19.1
40.31% -12.26%
1.0B
543.3M
-4.82% 8.68%
-706.81
1.89
31.74% 78.13%
604.6M
356.8M
-18.61% -40.09%
-2.15
1.69
-23.03% 15.53%
519.0M
453.3M
141.77% -66.80%
-0.42
1.14
-16.04% 55.90%
502.3M
1.0B
-12.87% -35.39%
-19
0.48
-11.34% -107.10%
99.1M
13.7M
-11.28% -78.07%
-0.59
7.26
413.65% 52.51%

JFrog News

Defense World
Reviewing JFrog (NASDAQ:FROG) and Mobivity (OTCMKTS:MFON).
Defense World,
14 hours ago
Yahoo Finance
Marketscreener.com
The Business Journals
Investor's Business Daily
Marketscreener.com
גלובס

Returns for FROG

Cumulative Returns on FROG

-30.2%


3-Year Cumulative Returns

Risks for FROG

What is the probability of a big loss on FROG?

95.6%


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

89.3%


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

59.1%


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.

Drawdowns

Financials for JFrog

Income Statement (Last 12 Months)
Income Statement (Last 12 Months)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32018Q4
Revenue5.5%312,527,000296,164,000280,040,000262,730,000244,442,000225,292,000206,683,000190,136,000175,319,000163,093,000150,827,000138,895,000127,853,000121,896,000104,716,000111,376,00063,532,000
Gross Profit5.7%242,477,000229,319,000217,753,000204,861,000191,010,000178,033,000164,860,000153,080,000142,463,000132,619,000122,376,000112,428,000103,298,00098,074,66784,681,00089,980,00052,821,000
Operating Expenses3.0%332,888,000323,233,000307,593,000292,459,000276,085,000254,929,000233,229,000206,871,000180,737,000155,324,000136,568,000119,023,000107,814,000105,880,00091,618,000103,260,00079,676,000
  S&GA Expenses3.2%141,479,000137,118,000130,812,000125,173,000116,342,000106,377,00096,962,00084,304,00074,822,00066,678,00060,936,00055,048,00052,251,00051,158,66744,088,00048,168,00034,972,000
  R&D Expenses3.6%133,609,000129,010,000121,225,000113,682,000105,126,00092,869,00079,604,00065,327,00052,566,00045,654,00041,113,00037,418,00035,702,00034,568,00029,730,00034,660,00025,861,000
EBITDA100.0%--70,118,000-70,091,000-71,026,000-70,492,000-64,980,000-58,879,000-46,425,000-32,674,000-17,057,000-8,487,000-909,0001,333,667-2,002,666-956,000-8,016,000-24,425,000
EBITDA Margin100.0%--0.24-0.25-0.27-0.29-0.29-0.28-0.24-0.19-0.10-0.06-0.010.01-0.02-0.01-0.07-0.38
Earnings Before Taxes9.3%-77,219,000-85,101,000-84,746,000-85,421,000-84,247,000-76,239,000-67,625,000-52,542,000-36,661,000-20,864,000-12,147,000-4,359,000-2,029,000-5,254,666-3,766,000-10,740,000-25,545,000
EBT Margin100.0%--0.29-0.30-0.33-0.34-0.34-0.33-0.28-0.21-0.13-0.08-0.03-0.02-0.04-0.04-0.10-0.40
Net Income9.1%-82,983,000-91,289,000-90,184,000-89,724,000-86,636,000-76,012,000-64,203,000-45,222,000-30,023,000-15,175,000-9,405,000-5,902,000-3,751,000-7,266,666-5,394,000-12,456,000-26,015,000
Net Income Margin100.0%--0.31-0.32-0.34-0.35-0.34-0.31-0.24-0.17-0.09-0.06-0.04-0.03-0.06-0.05-0.11-0.41
Free Cashflow-100.0%-11,814,00017,097,00027,297,0004,816,00019,886,00023,674,00018,956,00047,288,00036,010,00025,936,00018,216,00011,390,6673,574,0008,201,0005,354,6676,487,000
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32019Q4
Assets1.9%895879871853858856853830729735689654238
  Current Assets3.4%558540532509510507499470669675653618199
    Cash Equivalents15.7%47.0040.0046.0054.0055.0060.0069.0085.0025914716432441.00
  Net PPE-6.1%7.007.008.008.008.007.007.006.006.006.005.004.004.00
  Goodwill0%24824824824824824824824817.0017.0017.0017.0017.00
Liabilities3.8%25925024622823222021418516717613510896.00
  Current Liabilities4.9%22421421019219418317514713514012399.0086.00
Shareholder's Equity1.1%636629625625625637639644562559554546-
  Retained Earnings-6.2%-265-249-229-206-182-158-138-116-95.83-82.68-74.79-71.07-65.38
  Additional Paid-In Capital2.7%90588185683581279677776065864262861732.00
Shares Outstanding1.7%10410210110099.0098.0097.0096.0094.0093.0092.0031.0027.00
Cashflow (Last 12 Months)
(In Millions)
Cashflow (Last 12 Months)
(In Millions)
Description(%) Q/Q2023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32018Q4
Cashflow From Operations83.6%28.0015.0021.0032.009.0024.0028.0023.0052.0040.0029.0021.0014.007.0010.007.009.00
  Share Based Compensation8.4%81.0074.0069.0063.0060.0059.0057.0052.0045.0034.0024.0016.009.008.009.0010.0020.00
Cashflow From Investing-9.6%-47.79-43.60-53.34-73.16-225-116-125-270-221-331-311-176-86.34-108-149-137-3.07
Cashflow From Financing20.8%13.0011.0011.0012.0012.005.001.008.00403408406397-2.59-1.681.001.00114

FROG Income Statement

2023-06-30
Condensed Consolidated Statements of Operations - USD ($)
$ in Thousands
3 Months Ended6 Months Ended
Jun. 30, 2023
Jun. 30, 2022
Jun. 30, 2023
Jun. 30, 2022
Revenue:    
Total subscription revenue$ 84,170$ 67,807$ 163,990$ 131,503
Cost of revenue:    
Total cost of revenue—subscription18,44915,24436,87029,107
Gross profit65,72152,563127,120102,396
Operating expenses:    
Research and development33,54428,94568,43056,046
Sales and marketing36,35231,99171,83861,171
General and administrative14,73214,03728,97226,728
Total operating expenses84,62874,973169,240143,945
Operating loss(18,907)(22,410)(42,120)(41,549)
Interest and other income, net4,8965178,888790
Loss before income taxes(14,011)(21,893)(33,232)(40,759)
Income tax expense1,4561,8803,0442,718
Net loss$ (15,467)$ (23,773)$ (36,276)$ (43,477)
Net loss per share, Basic$ (0.15)$ (0.24)$ (0.36)$ (0.44)
Net loss per share, Diluted$ (0.15)$ (0.24)$ (0.36)$ (0.44)
Weighted-average shares used in computing net loss per share, basic102,512,57898,955,711101,890,02298,422,723
Weighted-average shares used in computing net loss per share, diluted102,512,57898,955,711101,890,02298,422,723
Subscription—self-managed and SaaS    
Revenue:    
Total subscription revenue$ 79,467$ 63,679$ 154,010$ 122,748
Cost of revenue:    
Total cost of revenue—subscription18,23115,02436,43428,667
License—self-managed    
Revenue:    
Total subscription revenue4,7034,1289,9808,755
Cost of revenue:    
Total cost of revenue—subscription$ 218$ 220$ 436$ 440

FROG Balance Sheet

2023-06-30
Condensed Consolidated Balance Sheets - USD ($)
$ in Thousands
Jun. 30, 2023
Dec. 31, 2022
Current assets:  
Cash and cash equivalents$ 46,694$ 45,595
Short-term investments423,100397,605
Accounts receivable, net62,49862,117
Deferred contract acquisition costs9,0638,102
Prepaid expenses and other current assets16,95518,603
Total current assets558,310532,022
Property and equipment, net7,0288,021
Deferred contract acquisition costs, noncurrent14,13413,501
Operating lease right-of-use assets27,36124,602
Intangible assets, net31,61837,544
Goodwill247,955247,955
Other assets, noncurrent8,7157,576
Total assets895,121871,221
Current liabilities:  
Accounts payable13,09714,867
Accrued expenses and other current liabilities31,72428,848
Operating lease liabilities8,2727,132
Deferred revenue170,967158,725
Total current liabilities224,060209,572
Deferred revenue, noncurrent13,44116,990
Operating lease liabilities, noncurrent18,24116,829
Other liabilities, noncurrent3,4873,057
Total liabilities259,229246,448
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 June 30, 2023 and December 31, 202200
Ordinary shares, NIS 0.01 par value per share, 500,000,000 shares authorized; 103,620,107and 100,907,857 shares issued and outstanding as of June 30, 2023 and December 31, 2022, respectively290283
Additional paid-in capital904,531856,438
Accumulated other comprehensive loss(3,477)(2,772)
Accumulated deficit(265,452)(229,176)
Total shareholders' equity635,892624,773
Total liabilities and shareholders' equity$ 895,121$ 871,221
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.