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Also traded in: Germany

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 5/10

vs
industry
vs
history
Cash to Debt 1.07
NTCT's Cash to Debt is ranked lower than
72% of the 1887 Companies
in the Global Software - Application industry.

( Industry Median: 10.32 vs. NTCT: 1.07 )
Ranked among companies with meaningful Cash to Debt only.
NTCT' s Cash to Debt Range Over the Past 10 Years
Min: 0.68  Med: No Debt Max: No Debt
Current: 1.07
Equity to Asset 0.68
NTCT's Equity to Asset is ranked higher than
63% of the 1730 Companies
in the Global Software - Application industry.

( Industry Median: 0.60 vs. NTCT: 0.68 )
Ranked among companies with meaningful Equity to Asset only.
NTCT' s Equity to Asset Range Over the Past 10 Years
Min: 0.47  Med: 0.71 Max: 0.87
Current: 0.68
0.47
0.87
F-Score: 3
Z-Score: 1.96
M-Score: -0.68
WACC vs ROIC
12.97%
3.41%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 6/10

vs
industry
vs
history
Operating margin (%) -4.33
NTCT's Operating margin (%) is ranked lower than
72% of the 1829 Companies
in the Global Software - Application industry.

( Industry Median: 4.63 vs. NTCT: -4.33 )
Ranked among companies with meaningful Operating margin (%) only.
NTCT' s Operating margin (%) Range Over the Past 10 Years
Min: -4.33  Med: 17.51 Max: 21.33
Current: -4.33
-4.33
21.33
Net-margin (%) -4.01
NTCT's Net-margin (%) is ranked lower than
69% of the 1829 Companies
in the Global Software - Application industry.

( Industry Median: 3.12 vs. NTCT: -4.01 )
Ranked among companies with meaningful Net-margin (%) only.
NTCT' s Net-margin (%) Range Over the Past 10 Years
Min: -4.01  Med: 10.62 Max: 13.49
Current: -4.01
-4.01
13.49
ROE (%) -2.17
NTCT's ROE (%) is ranked lower than
69% of the 1780 Companies
in the Global Software - Application industry.

( Industry Median: 5.57 vs. NTCT: -2.17 )
Ranked among companies with meaningful ROE (%) only.
NTCT' s ROE (%) Range Over the Past 10 Years
Min: -2.17  Med: 10.57 Max: 14.48
Current: -2.17
-2.17
14.48
ROA (%) -1.50
NTCT's ROA (%) is ranked lower than
66% of the 1890 Companies
in the Global Software - Application industry.

( Industry Median: 2.71 vs. NTCT: -1.50 )
Ranked among companies with meaningful ROA (%) only.
NTCT' s ROA (%) Range Over the Past 10 Years
Min: -1.5  Med: 6 Max: 9.59
Current: -1.5
-1.5
9.59
ROC (Joel Greenblatt) (%) -90.77
NTCT's ROC (Joel Greenblatt) (%) is ranked lower than
78% of the 1855 Companies
in the Global Software - Application industry.

( Industry Median: 20.90 vs. NTCT: -90.77 )
Ranked among companies with meaningful ROC (Joel Greenblatt) (%) only.
NTCT' s ROC (Joel Greenblatt) (%) Range Over the Past 10 Years
Min: -90.77  Med: 350.87 Max: 447.75
Current: -90.77
-90.77
447.75
Revenue Growth (3Y)(%) 12.10
NTCT's Revenue Growth (3Y)(%) is ranked higher than
70% of the 1444 Companies
in the Global Software - Application industry.

( Industry Median: 5.00 vs. NTCT: 12.10 )
Ranked among companies with meaningful Revenue Growth (3Y)(%) only.
NTCT' s Revenue Growth (3Y)(%) Range Over the Past 10 Years
Min: -13.2  Med: 10.1 Max: 28.7
Current: 12.1
-13.2
28.7
EBITDA Growth (3Y)(%) -10.60
NTCT's EBITDA Growth (3Y)(%) is ranked lower than
77% of the 1178 Companies
in the Global Software - Application industry.

( Industry Median: 7.90 vs. NTCT: -10.60 )
Ranked among companies with meaningful EBITDA Growth (3Y)(%) only.
NTCT' s EBITDA Growth (3Y)(%) Range Over the Past 10 Years
Min: -69.6  Med: 11 Max: 125
Current: -10.6
-69.6
125
» NTCT's 10-Y Financials

Financials (Next Earnings Date: Est. 2016-10-29)


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow
Oprt. Cash Flow & Net Income

» Details

Guru Trades

Q3 2015

NTCT Guru Trades in Q3 2015

Alan Fournier 1,547,899 sh (New)
Ken Fisher 530,584 sh (+6.93%)
Jeremy Grantham Sold Out
Jim Simons 63,400 sh (-52.19%)
Paul Tudor Jones 10,900 sh (-56.71%)
Joel Greenblatt 105,808 sh (-80.90%)
» More
Q4 2015

NTCT Guru Trades in Q4 2015

Ken Fisher 1,728,742 sh (+225.82%)
Jim Simons 140,300 sh (+121.29%)
Joel Greenblatt Sold Out
Paul Tudor Jones 10,300 sh (-5.50%)
Alan Fournier 1,205,099 sh (-22.15%)
» More
Q1 2016

NTCT Guru Trades in Q1 2016

Joel Greenblatt 12,207 sh (New)
Chuck Royce 186,000 sh (New)
David Dreman 388 sh (New)
Alan Fournier 3,125,879 sh (+159.39%)
Ken Fisher 3,284,638 sh (+90.00%)
Paul Tudor Jones 16,900 sh (+64.08%)
Jim Simons 160,000 sh (+14.04%)
» More
Q2 2016

NTCT Guru Trades in Q2 2016

Third Avenue Management 270,281 sh (New)
Chuck Royce 340,300 sh (+82.96%)
Ken Fisher 3,347,533 sh (+1.91%)
David Dreman 388 sh (unchged)
Paul Tudor Jones Sold Out
Joel Greenblatt Sold Out
Alan Fournier 3,050,429 sh (-2.41%)
Jim Simons 101,100 sh (-36.81%)
» More
» Details

Insider Trades

Latest Guru Trades with NTCT

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

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Business Description

Industry: Application Software » Software - Application
Compare:NYSE:DWRE, NAS:MENT, NYSE:ZEN, NYSE:ELLI, NAS:FEYE, NAS:CSOD, NYSE:PAYC, NAS:MDRX, NYSE:FLTX, NAS:PCTY, NAS:CVLT, OTCPK:KSFTF, NAS:BLKB, NAS:PFPT, NAS:ACIW, OTCPK:RCKZF, OTCPK:ISMAY, NAS:VRNT, NAS:LOGM, NYSE:SHOP » details
Traded in other countries:NSZ.Germany,
NetScout Systems Inc offers network, application and service assurance solutions, providing performance analytics that helps enterprise, government and service provider customers.

NetScout Systems Inc is a Delaware corporation, incorporated in June 1984. The Company designs, develops, manufactures, markets, licenses, sells and supports application and network performance management and service assurance solutions. The Company manufactures and markets these products in integrated hardware and software solutions that are used by commercial enterprises, governmental agencies and telecommunication service providers. The sales force is managed in four main geographic teams namely United States, Europe, Asia and Rest of World. In the enterprise market, its competitors include Avaya, AppDynamics, CA Technologies, Compuware, ExtraHop, Fluke Networks, InfoVista, Ixia, JDSU, Gigamon, Lancope, New Relic, Riverbed Technology and SolarWinds.

Guru Investment Theses on NetScout Systems Inc

Third Avenue Comments on NetScout Systems Inc. - May 27, 2016

NetScout Systems Inc. (NASDAQ:NTCT) Near-term concerns over a slowdown in carrier spending provided us an opportunity to acquire shares of NetScout common at a substantial discount to our estimate of NAV.

NetScout is a well-financed provider of 24x7 network monitoring solutions to carriers and enterprises. Its offerings provide high-quality performance analytics that help its customers resolve technology issues that could negatively impact service quality and/or result in outages/downtime and compromised security. Last year, the company acquired certain communications assets from Danaher which doubled its addressable market by broadening its product offerings, providing an entrée into the cyber security space and increased its distribution. Cost synergies estimated at around $45-55 million are expected from the elimination of redundancies and economies of scale, with additional synergies generated over time as the company moves toward common infrastructure platforms, distribution and support programs.

In the long term, demands for increasing amounts of data seem to continue unabated (not only Big Data but more and more use of streaming video!), requiring more monitoring and troubleshooting of network traffic which should benefit NetScout. For carriers, the cost of monitoring to keep existing customers happy with their service is a small price to pay compared to the cost to acquire new customers.



From Chip Rewey's second quarter 2016 Third Avenue Small-Cap Value Fund letter.



Check out Martin Whitman,Third Avenue Management latest stock trades

Top Ranked Articles about NetScout Systems Inc

Third Avenue Comments on NetScout Systems Inc. Guru stock highlight
NetScout Systems Inc. (NASDAQ:NTCT) Near-term concerns over a slowdown in carrier spending provided us an opportunity to acquire shares of NetScout common at a substantial discount to our estimate of NAV.

NetScout is a well-financed provider of 24x7 network monitoring solutions to carriers and enterprises. Its offerings provide high-quality performance analytics that help its customers resolve technology issues that could negatively impact service quality and/or result in outages/downtime and compromised security. Last year, the company acquired certain communications assets from Danaher which doubled its addressable market by broadening its product offerings, providing an entrée into the cyber security space and increased its distribution. Cost synergies estimated at around $45-55 million are expected from the elimination of redundancies and economies of scale, with additional synergies generated over time as the company moves toward common infrastructure platforms, distribution and support programs.

In Read more...

Ratios

vs
industry
vs
history
Forward P/E 17.33
NTCT's Forward P/E is ranked higher than
68% of the 285 Companies
in the Global Software - Application industry.

( Industry Median: 21.51 vs. NTCT: 17.33 )
Ranked among companies with meaningful Forward P/E only.
N/A
Price/Owner Earnings (ttm) 39.72
NTCT's Price/Owner Earnings (ttm) is ranked lower than
70% of the 700 Companies
in the Global Software - Application industry.

( Industry Median: 23.31 vs. NTCT: 39.72 )
Ranked among companies with meaningful Price/Owner Earnings (ttm) only.
NTCT' s Price/Owner Earnings (ttm) Range Over the Past 10 Years
Min: 7.89  Med: 18.51 Max: 78.84
Current: 39.72
7.89
78.84
P/B 1.14
NTCT's P/B is ranked higher than
81% of the 1682 Companies
in the Global Software - Application industry.

( Industry Median: 2.74 vs. NTCT: 1.14 )
Ranked among companies with meaningful P/B only.
NTCT' s P/B Range Over the Past 10 Years
Min: 0.77  Med: 2.35 Max: 4.63
Current: 1.14
0.77
4.63
P/S 2.37
NTCT's P/S is ranked lower than
53% of the 1763 Companies
in the Global Software - Application industry.

( Industry Median: 2.10 vs. NTCT: 2.37 )
Ranked among companies with meaningful P/S only.
NTCT' s P/S Range Over the Past 10 Years
Min: 1.03  Med: 2.73 Max: 4.57
Current: 2.37
1.03
4.57
PFCF 31.37
NTCT's PFCF is ranked lower than
64% of the 645 Companies
in the Global Software - Application industry.

( Industry Median: 24.13 vs. NTCT: 31.37 )
Ranked among companies with meaningful PFCF only.
NTCT' s PFCF Range Over the Past 10 Years
Min: 6.96  Med: 16.65 Max: 39.24
Current: 31.37
6.96
39.24
POCF 21.87
NTCT's POCF is ranked lower than
63% of the 814 Companies
in the Global Software - Application industry.

( Industry Median: 17.00 vs. NTCT: 21.87 )
Ranked among companies with meaningful POCF only.
NTCT' s POCF Range Over the Past 10 Years
Min: 6.18  Med: 14.23 Max: 24.54
Current: 21.87
6.18
24.54
EV-to-EBITDA 21.55
NTCT's EV-to-EBITDA is ranked lower than
69% of the 1271 Companies
in the Global Software - Application industry.

( Industry Median: 12.69 vs. NTCT: 21.55 )
Ranked among companies with meaningful EV-to-EBITDA only.
NTCT' s EV-to-EBITDA Range Over the Past 10 Years
Min: 5.1  Med: 12.6 Max: 72.1
Current: 21.55
5.1
72.1
Shiller P/E 44.63
NTCT's Shiller P/E is ranked lower than
57% of the 290 Companies
in the Global Software - Application industry.

( Industry Median: 36.95 vs. NTCT: 44.63 )
Ranked among companies with meaningful Shiller P/E only.
NTCT' s Shiller P/E Range Over the Past 10 Years
Min: 29.63  Med: 62.67 Max: 162.6
Current: 44.63
29.63
162.6
Current Ratio 1.58
NTCT's Current Ratio is ranked lower than
61% of the 1723 Companies
in the Global Software - Application industry.

( Industry Median: 1.96 vs. NTCT: 1.58 )
Ranked among companies with meaningful Current Ratio only.
NTCT' s Current Ratio Range Over the Past 10 Years
Min: 1.11  Med: 2.39 Max: 5.79
Current: 1.58
1.11
5.79
Quick Ratio 1.44
NTCT's Quick Ratio is ranked lower than
62% of the 1723 Companies
in the Global Software - Application industry.

( Industry Median: 1.82 vs. NTCT: 1.44 )
Ranked among companies with meaningful Quick Ratio only.
NTCT' s Quick Ratio Range Over the Past 10 Years
Min: 1.01  Med: 2.32 Max: 5.59
Current: 1.44
1.01
5.59
Days Inventory 48.90
NTCT's Days Inventory is ranked lower than
73% of the 1075 Companies
in the Global Software - Application industry.

( Industry Median: 17.16 vs. NTCT: 48.90 )
Ranked among companies with meaningful Days Inventory only.
NTCT' s Days Inventory Range Over the Past 10 Years
Min: 38.43  Med: 49.94 Max: 63.7
Current: 48.9
38.43
63.7
Days Sales Outstanding 63.74
NTCT's Days Sales Outstanding is ranked higher than
54% of the 1430 Companies
in the Global Software - Application industry.

( Industry Median: 67.60 vs. NTCT: 63.74 )
Ranked among companies with meaningful Days Sales Outstanding only.
NTCT' s Days Sales Outstanding Range Over the Past 10 Years
Min: 54.32  Med: 73.09 Max: 94.44
Current: 63.74
54.32
94.44
Days Payable 38.58
NTCT's Days Payable is ranked lower than
54% of the 1278 Companies
in the Global Software - Application industry.

( Industry Median: 43.35 vs. NTCT: 38.58 )
Ranked among companies with meaningful Days Payable only.
NTCT' s Days Payable Range Over the Past 10 Years
Min: 36.34  Med: 49.35 Max: 70.47
Current: 38.58
36.34
70.47

Buy Back

vs
industry
vs
history
3-Year Average Share Buyback Ratio -31.40
NTCT's 3-Year Average Share Buyback Ratio is ranked lower than
90% of the 1148 Companies
in the Global Software - Application industry.

( Industry Median: -2.50 vs. NTCT: -31.40 )
Ranked among companies with meaningful 3-Year Average Share Buyback Ratio only.
NTCT' s 3-Year Average Share Buyback Ratio Range Over the Past 10 Years
Min: -31.4  Med: -1.9 Max: 1.1
Current: -31.4
-31.4
1.1

Valuation & Return

vs
industry
vs
history
Price/Projected FCF 0.95
NTCT's Price/Projected FCF is ranked higher than
81% of the 813 Companies
in the Global Software - Application industry.

( Industry Median: 1.78 vs. NTCT: 0.95 )
Ranked among companies with meaningful Price/Projected FCF only.
NTCT' s Price/Projected FCF Range Over the Past 10 Years
Min: 0.63  Med: 1.22 Max: 1.86
Current: 0.95
0.63
1.86
Price/Median PS Value 0.88
NTCT's Price/Median PS Value is ranked higher than
71% of the 1602 Companies
in the Global Software - Application industry.

( Industry Median: 1.11 vs. NTCT: 0.88 )
Ranked among companies with meaningful Price/Median PS Value only.
NTCT' s Price/Median PS Value Range Over the Past 10 Years
Min: 0.4  Med: 0.98 Max: 2.42
Current: 0.88
0.4
2.42
Earnings Yield (Greenblatt) (%) -1.84
NTCT's Earnings Yield (Greenblatt) (%) is ranked lower than
70% of the 1823 Companies
in the Global Software - Application industry.

( Industry Median: 2.40 vs. NTCT: -1.84 )
Ranked among companies with meaningful Earnings Yield (Greenblatt) (%) only.
NTCT' s Earnings Yield (Greenblatt) (%) Range Over the Past 10 Years
Min: -1.84  Med: 6.4 Max: 14.3
Current: -1.84
-1.84
14.3
Forward Rate of Return (Yacktman) (%) 11.06
NTCT's Forward Rate of Return (Yacktman) (%) is ranked higher than
54% of the 725 Companies
in the Global Software - Application industry.

( Industry Median: 9.90 vs. NTCT: 11.06 )
Ranked among companies with meaningful Forward Rate of Return (Yacktman) (%) only.
NTCT' s Forward Rate of Return (Yacktman) (%) Range Over the Past 10 Years
Min: -21.7  Med: 44.5 Max: 72.9
Current: 11.06
-21.7
72.9

More Statistics

Revenue (TTM) (Mil) $1,124
EPS (TTM) $ -0.47
Beta1.59
Short Percentage of Float11.20%
52-Week Range $18.77 - 40.28
Shares Outstanding (Mil)93.76

Analyst Estimate

Mar17 Mar18
Revenue (Mil $) 1,197 1,254
EPS ($) 1.74 2.24
EPS w/o NRI ($) 1.74 2.24
EPS Growth Rate
(3Y to 5Y Estimate)
14.00%
Dividends Per Share ($)
» More Articles for NTCT

Headlines

Articles On GuruFocus.com
Martin Whitman’s Third Avenue Management Purchases 8 Stocks Aug 12 2016 
Gurus Find Hot Information Technology Stocks Jun 10 2016 
Third Avenue Comments on NetScout Systems Inc. May 27 2016 
Chip Rewey's Third Avenue Small-Cap Value Fund 2nd Quarter Commentary May 27 2016 
Meridian Funds Buys SBAC, EWBC, NTCT, OTEX, USTR, PLL, PETM, Sells AMT, CCJ, NTAP, DNEX May 05 2011 
NetScout Systems Inc. (NTCT) COO Michael Szabados sells 2,500 Shares Feb 25 2011 
NetScout Systems Inc. (NTCT) COO Michael Szabados sells 2,500 Shares Feb 16 2011 
NetScout Systems Inc. (NTCT) COO Michael Szabados sells 2,500 Shares Feb 08 2011 
NetScout Systems Inc. (NTCT) COO Michael Szabados sells 2,500 Shares Feb 02 2011 
NetScout Systems Inc. (NTCT) COO Michael Szabados sells 2,500 Shares Nov 24 2010 

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