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16 (1y: -4%)
Market Cap 2.64 B P/E(ttm) 67.10
Enterprise Value 2.79 B P/B 2.90
RVBD- NAS (USA)
Riverbed Technology, Inc.
Not Rated
Top Ranked Predictable Companies
$16.00
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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 : 7/10

vs
industry		 vs
history
Cash to Debt 0.788
RVBD's Cash to Debt is ranked higher than
91% of the 386 Companies
in the Global Communication Equipment industry.

( Industry Median: 10000.00 vs. RVBD: 0.788 )
RVBD' s 10-Year Cash to Debt Range
Min: 0.79   Max: No Debt
Current: 0.79
Equity to Asset -0.154
RVBD's Equity to Asset is ranked lower than
51% of the 386 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.52 vs. RVBD: -0.154 )
RVBD' s 10-Year Equity to Asset Range
Min: -1.27   Max: 0.77
Current: -0.15
-1.27
0.77
Interest Coverage No Debt
RVBD's Interest Coverage is ranked lower than
52% of the 386 Companies
in the Global Communication Equipment industry.

( Industry Median: 10000.00 vs. RVBD: No Debt )
RVBD' s 10-Year Interest Coverage Range
Min: No Debt   Max: No Debt
Current: No Debt
F-Score: 4
Z-Score: 2.32
M-Score: -2.68
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 (%) 11.50
RVBD's Operating margin (%) is ranked higher than
92% of the 386 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.80 vs. RVBD: 11.50 )
RVBD' s 10-Year Operating margin (%) Range
Min: -74.2   Max: 12.6
Current: 11.5
-74.2
12.6
Net-margin (%) 6.5
RVBD's Net-margin (%) is ranked higher than
85% of the 386 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.10 vs. RVBD: 6.5 )
RVBD' s 10-Year Net-margin (%) Range
Min: -73.5   Max: 8.8
Current: 6.5
-73.5
8.8
ROE (%) 6.1
RVBD's ROE (%) is ranked higher than
83% of the 386 Companies
in the Global Communication Equipment industry.

( Industry Median: 3.60 vs. RVBD: 6.1 )
RVBD' s 10-Year ROE (%) Range
Min: -14.5   Max: 9
Current: 6.1
-14.5
9
ROA (%) 2.7
RVBD's ROA (%) is ranked higher than
85% of the 386 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.00 vs. RVBD: 2.7 )
RVBD' s 10-Year ROA (%) Range
Min: -71.3   Max: 6.2
Current: 2.7
-71.3
6.2
Revenue Growth (%) 16.6
RVBD's Revenue Growth (%) is ranked higher than
96% of the 386 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.20 vs. RVBD: 16.6 )
RVBD' s 10-Year Revenue Growth (%) Range
Min: 13.3   Max: 21.8
Current: 16.6
13.3
21.8
EBITDA Growth (%) 48.6
RVBD's EBITDA Growth (%) is ranked lower than
71% of the 386 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.50 vs. RVBD: 48.6 )
RVBD' s 10-Year EBITDA Growth (%) Range
Min: 46.5   Max: 104.5
Current: 48.6
46.5
104.5
EPS Growth (%) 60.3
RVBD's EPS Growth (%) is ranked lower than
80% of the 386 Companies
in the Global Communication Equipment industry.

( Industry Median: -2.80 vs. RVBD: 60.3 )
RVBD' s 10-Year EPS Growth (%) Range
Min: 21.8   Max: 60.3
Current: 60.3
21.8
60.3
» RVBD's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

RVBD Guru Trades in Q2 2012

Mario Gabelli 13,000 sh (New)
John Burbank 25,300 sh (New)
Steven Cohen 163,421 sh (+997.67%)
Manning & Napier Advisors, Inc 10,087,360 sh (+95.4%)
Pioneer Investments 467,753 sh (+5.1%)
RS Investment Management Sold Out
Ron Baron Sold Out
Paul Tudor Jones 11,300 sh (-84.69%)
Jim Simons 11,900 sh (-94.55%)
» More
Q3 2012

RVBD Guru Trades in Q3 2012

Joel Greenblatt 14,634 sh (New)
RS Investment Management 153,100 sh (New)
John Burbank 291,300 sh (+1051.38%)
Steven Cohen 629,383 sh (+285.13%)
Paul Tudor Jones 20,000 sh (+76.99%)
Mario Gabelli 18,000 sh (+38.46%)
Jim Simons Sold Out
Manning & Napier Advisors, Inc 9,157,630 sh (-9.22%)
Pioneer Investments 345,106 sh (-26.22%)
» More
Q4 2012

RVBD Guru Trades in Q4 2012

Jim Simons 818,111 sh (New)
George Soros 253,250 sh (New)
Chuck Royce 2,607 sh (New)
Joel Greenblatt 17,743 sh (+21.25%)
Mario Gabelli 21,467 sh (+19.26%)
Manning & Napier Advisors, Inc 9,300,195 sh (+1.56%)
Paul Tudor Jones 50,000 sh (unchged)
RS Investment Management Sold Out
Paul Tudor Jones 18,500 sh (-7.5%)
John Burbank 252,300 sh (-13.39%)
Pioneer Investments 115,802 sh (-66.44%)
Steven Cohen 200,807 sh (-68.09%)
» More
Q1 2013

RVBD Guru Trades in Q1 2013

Jim Simons 1,200,965 sh (+46.8%)
Manning & Napier Advisors, Inc 12,233,065 sh (+31.54%)
Mario Gabelli 27,000 sh (+25.77%)
Paul Singer 1,220,000 sh (unchged)
John Burbank Sold Out
George Soros Sold Out
Joel Greenblatt Sold Out
Chuck Royce Sold Out
Pioneer Investments Sold Out
Paul Tudor Jones 14,700 sh (-20.54%)
Steven Cohen 135,271 sh (-32.64%)
» More
» Details

Insider Trades

Latest Guru Trades with RVBD

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
John Burbank 2013-03-31 Sold Out 0.19%$14.57 - $21.16 $ 16-8%0
George Soros 2013-03-31 Sold Out 0.06%$14.57 - $21.16 $ 16-8%0
Joel Greenblatt 2013-03-31 Sold Out 0.02%$14.57 - $21.16 $ 16-8%0
Mario Gabelli 2013-03-31 Add 25.77%$14.57 - $21.16 $ 16-8%27000
George Soros 2012-12-31 New Buy0.06%$16.48 - $23.96 $ 16-18%253250
Joel Greenblatt 2012-12-31 Add 21.25%$16.48 - $23.96 $ 16-18%17743
John Burbank 2012-09-30 Add 1051.38%0.28%$13.68 - $23.5 $ 16-14%291300
Joel Greenblatt 2012-09-30 New Buy0.02%$13.68 - $23.5 $ 16-14%14634
Mario Gabelli 2012-09-30 Add 38.46%$13.68 - $23.5 $ 16-14%18000
Ron Baron 2012-06-30 Sold Out 0.04%$15.22 - $28.34 $ 16-17%0
John Burbank 2012-06-30 New Buy0.01%$15.22 - $28.34 $ 16-17%25300
Mario Gabelli 2012-06-30 New Buy$15.22 - $28.34 $ 16-17%13000
Premium More recent guru trades are included for Premium Members only!!

Ratios

vs
industry		 vs
history
P/E(ttm) 67.10
RVBD's P/E(ttm) is ranked higher than
54% of the 386 Companies
in the Global Communication Equipment industry.

( Industry Median: 17.90 vs. RVBD: 67.10 )
RVBD' s 10-Year P/E(ttm) Range
Min: 36.32   Max: 320.1
Current: 67.1
36.32
320.1
P/B 2.90
RVBD's P/B is ranked lower than
80% of the 386 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.50 vs. RVBD: 2.90 )
RVBD' s 10-Year P/B Range
Min: 2.18   Max: 20.59
Current: 2.9
2.18
20.59
P/S 2.91
RVBD's P/S is ranked lower than
86% of the 386 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.90 vs. RVBD: 2.91 )
RVBD' s 10-Year P/S Range
Min: 1.91   Max: 17.67
Current: 2.91
1.91
17.67
PFCF 10.40
RVBD's PFCF is ranked higher than
61% of the 386 Companies
in the Global Communication Equipment industry.

( Industry Median: 15.70 vs. RVBD: 10.40 )
RVBD' s 10-Year PFCF Range
Min: 9.35   Max: 121.83
Current: 10.4
9.35
121.83
EV-to-EBIT 38.5
RVBD's EV-to-EBIT is ranked higher than
67% of the 386 Companies
in the Global Communication Equipment industry.

( Industry Median: 16.46 vs. RVBD: 38.5 )
RVBD' s 10-Year EV-to-EBIT Range
Min: 20   Max: 1477.2
Current: 38.5
20
1477.2
PEG 0.6
RVBD's PEG is ranked lower than
62% of the 386 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.00 vs. RVBD: 0.6 )
RVBD' s 10-Year PEG Range
Min: 0.37   Max: 0.64
Current: 0.6
0.37
0.64
Shiller P/E 80.1
RVBD's Shiller P/E is ranked higher than
77% of the 386 Companies
in the Global Communication Equipment industry.

( Industry Median: 15.70 vs. RVBD: 80.1 )
RVBD' s 10-Year Shiller P/E Range
Min: 68.67   Max: 1452
Current: 80.1
68.67
1452

Valuation & Return

vs
industry		 vs
history
Price/Net Current Asset Value 28.6
RVBD's Price/Net Current Asset Value is ranked higher than
98% of the 386 Companies
in the Global Communication Equipment industry.

( Industry Median: 5.55 vs. RVBD: 28.6 )
RVBD' s 10-Year Price/Net Current Asset Value Range
Min: 20.3   Max: 117.2
Current: 28.6
20.3
117.2
Price/DCF (Projected) 1
RVBD's Price/DCF (Projected) is ranked higher than
91% of the 386 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.10 vs. RVBD: 1 )
RVBD' s 10-Year Price/DCF (Projected) Range
Min: 1.3   Max: 2.2
Current: 1
1.3
2.2
Price/Median PS Value 0.6
RVBD's Price/Median PS Value is ranked higher than
88% of the 386 Companies
in the Global Communication Equipment industry.

( Industry Median: 0.70 vs. RVBD: 0.6 )
RVBD' s 10-Year Price/Median PS Value Range
Min: 0.5   Max: 2
Current: 0.6
0.5
2
Price/Peter Lynch Fair Value 2.7
RVBD's Price/Peter Lynch Fair Value is ranked higher than
97% of the 386 Companies
in the Global Communication Equipment industry.

( Industry Median: 1.25 vs. RVBD: 2.7 )
RVBD' s 10-Year Price/Peter Lynch Fair Value Range
Min: 2.3   Max: 2.4
Current: 2.7
2.3
2.4
Earnings Yield (Greenblatt) 2.60
RVBD's Earnings Yield (Greenblatt) is ranked higher than
77% of the 386 Companies
in the Global Communication Equipment industry.

( Industry Median: 4.80 vs. RVBD: 2.60 )
RVBD' s 10-Year Earnings Yield (Greenblatt) Range
Min: 0.1   Max: 5
Current: 2.6
0.1
5
Forward Rate of Return (Yacktman) 109.05
RVBD's Forward Rate of Return (Yacktman) is ranked higher than
96% of the 386 Companies
in the Global Communication Equipment industry.

( Industry Median: 2.97 vs. RVBD: 109.05 )
RVBD' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 0.6   Max: 110.3
Current: 109.05
0.6
110.3

Business Description

Riverbed Technology, Inc. was founded on May 23, 2002 and has developed innovative and comprehensive solutions to the fundamental problems of IT performance across wide area networks (WANs). Its products enable its customers to simply and efficiently improve the performance of their applications and access to their data over WANs, and provide global application performance, reporting and analytics. The Company's flagship Steelhead products enable its customers to improve the performance of their applications and access to their data across WANs, typically increasing transmission speeds by 5 to 50 times and in some cases by up to 100 times. Its Steelhead products are used at both ends of a WAN connection and are designed to be more easily and transparently integrated into existing networks than alternative products. Its products address a broad range of widely used software applications, are scalable across networks of all sizes and address the wide-area distributed computing needs of every major industry. The Riverbed Optimization System (RiOS) is its proprietary software platform that provides the core intelligence and essential functionality for its Steelhead products. The Company offers tiered customer support programs depending upon the service needs of its customers' deployments. Support contracts provide customers the right to receive unspecified software product upgrades and maintenance releases issued when and if available during the support period. Product support includes internet access to technical content, as well as telephone, internet and email access to technical support personnel. Support contracts typically have a one-year term. The Company outsources manufacturing of all hardware products. Its manufacturers provide it with limited warranties to cover general product failures, and its larger manufacturing partners provide specific quality control processes and replacement cycle time commitments. The WAN optimization market is highly competitive and continually evolving. Its primary competitors include Cisco Systems, Blue Coat Systems, Juniper Networks, Citrix Systems and F5 Networks. The Company also faces competition from a large number of smaller private companies and new market entrants. Its registered trademarks in the U.S. are Riverbed, Steelhead, Riverbed (stylized), RiOS, Think Fast, Cascade and Interceptor. Its registered trademarks in Japan are Riverbed, Steelhead, Riverbed (stylized) and Think Fast. Its registered trademarks in the European Community are Riverbed, Steelhead, Riverbed (stylized) and Think Fast. The Company also has a number of trademark applications pending, in the U.S. as well as in other jurisdictions.
Company Website
SEC Reports
Industry: Communication Equipment
Compare:PTFRY, QCOM, CSCO, ERIC, NOK
Traded in other countries:UHH.Germany
» More Articles for RVBD

Headlines

Articles On GuruFocus.com
Weekly Guru Bargains Highlights: MOH, SNE, GEN, FMC, RVBD Jun 10 2012 
Manning & Napier’s Top Four New Stocks: Juniper, Alcoa, Riverbed Tech and Cameron International Apr 20 2012 
Weekly CEO Sells Highlight: HLF, QCOM, RVBD, PVH Jun 04 2011 
Are We in the Middle of Another Tech Bubble? May 23 2011 
Riverbed Technology Inc. (RVBD) Chairman and CEO Jerry M Kennelly sells 33,333 Shares Mar 02 2011 
Riverbed Technology Inc. (RVBD) CFO Randy Gottfried sells 20,000 Shares Feb 25 2011 
Riverbed Technology Inc. (RVBD) CFO Randy Gottfried sells 20,000 Shares Feb 18 2011 
Riverbed Technology Inc. (RVBD) Chairman and CEO Jerry M Kennelly sells 33,333 Shares Feb 17 2011 
Riverbed Technology Inc. (RVBD) Chairman and CEO Jerry M Kennelly sells 33,333 Shares Feb 03 2011 
Riverbed Technology Inc. (RVBD) CFO Randy Gottfried sells 20,000 Shares Dec 10 2010 

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