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45.44 (1y: +51%)
Market Cap 4.59 B P/E(ttm)
Enterprise Value 4.28 B P/B 19.62
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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

vs
industry		 vs
history
Cash to Debt No Debt
SPLK's Cash to Debt is ranked higher than
88% of the 835 Companies
in the Global Software - Application industry.

( Industry Median: 10000.00 vs. SPLK: No Debt )
SPLK' s 10-Year Cash to Debt Range
Min: 13.81   Max: No Debt
Current: No Debt
Equity to Asset 0.608
SPLK's Equity to Asset is ranked higher than
74% of the 835 Companies
in the Global Software - Application industry.

( Industry Median: 0.49 vs. SPLK: 0.608 )
SPLK' s 10-Year Equity to Asset Range
Min: -1.61   Max: 0.61
Current: 0.61
-1.61
0.61
Interest Coverage No Debt
SPLK's Interest Coverage is ranked higher than
96% of the 835 Companies
in the Global Software - Application industry.

( Industry Median: 10000.00 vs. SPLK: No Debt )
SPLK' s 10-Year Interest Coverage Range
Min: No Debt   Max: No Debt
Current: No Debt
Z-Score: 18.01
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

vs
industry		 vs
history
Operating margin (%) -11.10
SPLK's Operating margin (%) is ranked lower than
77% of the 835 Companies
in the Global Software - Application industry.

( Industry Median: 5.40 vs. SPLK: -11.10 )
SPLK' s 10-Year Operating margin (%) Range
Min: -20.9   Max: -5
Current: -11.1
-20.9
-5
Net-margin (%) -18.4
SPLK's Net-margin (%) is ranked lower than
78% of the 835 Companies
in the Global Software - Application industry.

( Industry Median: 3.50 vs. SPLK: -18.4 )
SPLK' s 10-Year Net-margin (%) Range
Min: -21.3   Max: -5.7
Current: -18.4
-21.3
-5.7
ROE (%) -15.4
SPLK's ROE (%) is ranked lower than
75% of the 835 Companies
in the Global Software - Application industry.

( Industry Median: 6.80 vs. SPLK: -15.4 )
SPLK' s 10-Year ROE (%) Range
Min: -785.1   Max: -15.4
Current: -15.4
-785.1
-15.4
ROA (%) -9.4
SPLK's ROA (%) is ranked lower than
77% of the 835 Companies
in the Global Software - Application industry.

( Industry Median: 4.00 vs. SPLK: -9.4 )
SPLK' s 10-Year ROA (%) Range
Min: -34   Max: -9.4
Current: -9.4
-34
-9.4
» SPLK's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

SPLK Guru Trades in Q2 2012

Ron Baron 440,353 sh (New)
John Burbank 11,000 sh (New)
Pioneer Investments 151,220 sh (New)
Chuck Royce 154,800 sh (New)
Paul Tudor Jones 13,385 sh (New)
» More
Q3 2012

SPLK Guru Trades in Q3 2012

Ron Baron 1,167,998 sh (+165.24%)
Chuck Royce 159,800 sh (+3.23%)
John Burbank 11,000 sh (unchged)
Paul Tudor Jones Sold Out
Pioneer Investments 138,505 sh (-8.41%)
» More
Q4 2012

SPLK Guru Trades in Q4 2012

Jim Simons 677,200 sh (New)
George Soros 360,297 sh (New)
Steven Cohen 751,929 sh (New)
David Swensen 100,969 sh (New)
Chuck Royce 277,304 sh (+73.53%)
John Burbank 11,000 sh (unchged)
Pioneer Investments Sold Out
Ron Baron Sold Out
» More
Q1 2013

SPLK Guru Trades in Q1 2013

Frank Sands 3,371,628 sh (New)
RS Investment Management 63,500 sh (New)
John Burbank 1,095,078 sh (+9855.25%)
Jim Simons 1,083,100 sh (+59.94%)
Chuck Royce 315,304 sh (+13.7%)
David Swensen 103,427 sh (+2.43%)
George Soros Sold Out
Steven Cohen 471,100 sh (-37.35%)
» More
» Details

Insider Trades

Latest Guru Trades with SPLK

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
John Burbank 2013-03-31 Add 9855.25%1.68%$28.88 - $40.03 $ 45.4430%1095078
David Swensen 2013-03-31 Add 2.43%0.65%$28.88 - $40.03 $ 45.4430%103427
Frank Sands 2013-03-31 New Buy0.48%$28.88 - $40.03 $ 45.4430%3371628
George Soros 2013-03-31 Sold Out 0.13%$28.88 - $40.03 $ 45.4430%0
David Swensen 2012-12-31 New Buy7.9%$26.3 - $36.05 $ 45.4455%100969
Ron Baron 2012-12-31 Sold Out 0.27%$26.3 - $36.05 $ 45.4455%0
George Soros 2012-12-31 New Buy0.13%$26.3 - $36.05 $ 45.4455%360297
Ron Baron 2012-09-30 Add 165.24%0.17%$26.59 - $39.05 $ 45.4444%1167998
Ron Baron 2012-06-30 New Buy0.08%$26.5 - $36.38 $ 45.4443%440353
John Burbank 2012-06-30 New Buy0.01%$26.5 - $36.38 $ 45.4443%11000
Premium More recent guru trades are included for Premium Members only!!

Guru Investment Theses on Splunk Inc

Baron Funds Comments on Splunk Inc - Aug 23, 2012

From Baron Funds' second quarter commentary:

Splunk, Inc. (SPLK) is an innovative and unique software platform that enables organizations to gain real-time operational intelligence by harnessing the value of their machine data. Importantly, machine data is "unstructured," meaning that it can't be organized and stored in the traditional row and column format ("structured data") employed by traditional databases and business intelligence tools. We think Splunk has a massive runway given the vast amount of machine data generated by all businesses and the breadth of use cases that can take advantage of Splunk's unique data platform. Indeed, in its first quarter as a public company, Splunk grew its revenues 80% year over year.
Check out Ron Baron latest stock trades

Top Ranked Articles about Splunk Inc

Baron Funds Comments on Splunk Inc
August 23, 2012
From Baron Funds' second quarter commentary: Read more...
Weekly CEO Sells Highlight: Splunk Inc, eBay Inc, Skyworks Solutions Inc, and VIVUS Inc.
July 28, 2012
According to GuruFocus Insider Data, these are the largest CEO sales during the past week: Splunk Inc, eBay Inc, Skyworks Solutions Inc, and VIVUS Inc. Splunk Inc (SPLK): President, CEO & Chairman Godfrey Sullivan sold 500,000 Shares Read more...

Ratios

vs
industry		 vs
history
P/B 19.90
SPLK's P/B is ranked lower than
90% of the 835 Companies
in the Global Software - Application industry.

( Industry Median: 1.90 vs. SPLK: 19.90 )
SPLK' s 10-Year P/B Range
Min: 11.6   Max: 19.9
Current: 19.9
11.6
19.9
P/S 18.32
SPLK's P/S is ranked lower than
97% of the 835 Companies
in the Global Software - Application industry.

( Industry Median: 1.40 vs. SPLK: 18.32 )
SPLK' s 10-Year P/S Range
Min: 9.99   Max: 22.08
Current: 18.32
9.99
22.08
PFCF 73.60
SPLK's PFCF is ranked lower than
77% of the 835 Companies
in the Global Software - Application industry.

( Industry Median: 18.41 vs. SPLK: 73.60 )
SPLK' s 10-Year PFCF Range
Min: 47.87   Max: 108.56
Current: 73.6
47.87
108.56
EV-to-EBIT 19.2
SPLK's EV-to-EBIT is ranked higher than
65% of the 835 Companies
in the Global Software - Application industry.

( Industry Median: 18.35 vs. SPLK: 19.2 )
SPLK' s 10-Year EV-to-EBIT Range
Min: 0   Max: 0
Current: 19.2

Valuation & Return

vs
industry		 vs
history
Price/Net Cash 30.5
SPLK's Price/Net Cash is ranked higher than
57% of the 835 Companies
in the Global Software - Application industry.

( Industry Median: 12.20 vs. SPLK: 30.5 )
SPLK' s 10-Year Price/Net Cash Range
Min: 4.4   Max: 4.4
Current: 30.5
Price/Net Current Asset Value 84.1
SPLK's Price/Net Current Asset Value is ranked lower than
66% of the 835 Companies
in the Global Software - Application industry.

( Industry Median: 13.80 vs. SPLK: 84.1 )
SPLK' s 10-Year Price/Net Current Asset Value Range
Min: 12.3   Max: 12.3
Current: 84.1
Price/Tangible Book 19.6
SPLK's Price/Tangible Book is ranked higher than
56% of the 835 Companies
in the Global Software - Application industry.

( Industry Median: 3.85 vs. SPLK: 19.6 )
SPLK' s 10-Year Price/Tangible Book Range
Min: 2.9   Max: 2.9
Current: 19.6
Price/Median PS Value 1.1
SPLK's Price/Median PS Value is ranked lower than
61% of the 835 Companies
in the Global Software - Application industry.

( Industry Median: 0.80 vs. SPLK: 1.1 )
SPLK' s 10-Year Price/Median PS Value Range
Min: 0.8   Max: 0.8
Current: 1.1

Business Description

Splunk Inc was incorporated in California in October 2003 and was reincorporated in Delaware in May 2006. The Company provides an innovative software platform that enables organizations to gain real-time operational intelligence by harnessing the value of their data. Its software collects and indexes data at massive scale, regardless of format or source, and enables users to quickly and easily search, correlate, analyze, monitor and report on this data, all in real time. Its software addresses the risks, challenges and opportunities organizations face with increasingly data sets, commonly referred to as data, and is specifically tailored for machine-generated data. The Company's software is designed to help users in various roles, including IT and business professionals, quickly analyze machine data and realize real-time visibility into and intelligence about their organization's operations. The core of its software is a proprietary machine data engine, comprised of collection, indexing, search and data management capabilities. The software can collect and index terabytes of information daily, irrespective of format or source. It had number of customers, including a majority of the Fortune 100. Some of its customers include Bank of America, Comcast, salesforce.com and Zynga. The customers pay license fees based on their estimated indexing capacity needs. It generates its revenues primarily in the form of software license fees and related maintenance and services fees. Its online communities include Splunkbase, its online apps repository, Splunk Answers, its community collaboration site, and Splunk Dev, where developers can download SDKs, access API documentation and see sample code for building software on its core engine. The company also maintains active communities on social internet platforms, including Facebook and LinkedIn. Its principal competitors includes: security and systems management vendors, including BMC Software, CA, Compuware, HP, IBM, Intel, Microsoft and Quest Software; web analytics vendors, including Adobe Systems, Google, IBM and Webtrends; business intelligence vendors, including EMC, IBM, Oracle and SAP.
Company Website
SEC Reports
Industry: Software - Application
Compare:
Traded in other countries:S0U.Germany
» More Articles for SPLK

Headlines

Articles On GuruFocus.com
American Insider Trades March 22 to 28 Mar 29 2013 
Baron Funds Comments on Splunk Inc Aug 23 2012 
WEEKLY CFO SELLS HIGHLIGHT: LNCR, EBAY, UTEK, APH, SPLK, KMB Jul 30 2012 
Weekly CEO Sells Highlight: Splunk Inc, eBay Inc, Skyworks Solutions Inc, and VIVUS Inc. Jul 28 2012 

More From Our Partners
UPDATE: JG Capital Downgrades Splunk to Neutral on Valuation May 13 2013 - BENZINGA

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