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Also traded in: Germany, Switzerland, UK

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

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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 : 3/10

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» NAS:SPLK's 10-Y Financials

Financials (Next Earnings Date: 2017-02-23)


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

» Details

Guru Trades

Q1 2016

SPLK Guru Trades in Q1 2016

RS Investment Management 36,380 sh (New)
Joel Greenblatt 5,400 sh (New)
Jim Simons 226,000 sh (New)
Ray Dalio 12,300 sh (New)
Paul Tudor Jones 27,814 sh (+75.58%)
Ken Fisher 22,648 sh (+11.88%)
Frank Sands 10,783,353 sh (+3.11%)
Pioneer Investments Sold Out
Chase Coleman Sold Out
Spiros Segalas 4,357,366 sh (-2.05%)
» More
Q2 2016

SPLK Guru Trades in Q2 2016

Louis Moore Bacon 80,000 sh (New)
Steven Cohen 239,600 sh (New)
Jim Simons 728,900 sh (+222.52%)
RS Investment Management 49,280 sh (+35.46%)
Ken Fisher 22,648 sh (unchged)
Spiros Segalas 4,357,366 sh (unchged)
Ray Dalio Sold Out
Joel Greenblatt Sold Out
Frank Sands 10,120,458 sh (-6.15%)
Paul Tudor Jones 21,920 sh (-21.19%)
» More
Q3 2016

SPLK Guru Trades in Q3 2016

Pioneer Investments 95,474 sh (New)
Ray Dalio 10,600 sh (New)
George Soros 85,900 sh (New)
John Burbank 28,684 sh (New)
Paul Tudor Jones 23,090 sh (+5.34%)
Ken Fisher 22,871 sh (+0.98%)
Spiros Segalas 4,357,366 sh (unchged)
Louis Moore Bacon Sold Out
Steven Cohen Sold Out
Frank Sands 9,346,688 sh (-7.65%)
Jim Simons 24,900 sh (-96.58%)
» More
Q4 2016

SPLK Guru Trades in Q4 2016

Ron Baron 37,840 sh (New)
PRIMECAP Management 59,700 sh (New)
Ray Dalio 13,100 sh (+23.58%)
Frank Sands 10,086,257 sh (+7.91%)
Ken Fisher 22,871 sh (unchged)
Pioneer Investments Sold Out
George Soros Sold Out
Jim Simons Sold Out
John Burbank Sold Out
Paul Tudor Jones 6,175 sh (-73.26%)
Spiros Segalas 4,301,619 sh (-1.28%)
» More
» Details

Insider Trades

Latest Guru Trades with SPLK

(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    NAICS: 511210    SIC: 7372
Compare:NAS:ANSS, OTCPK:SGGEF, NAS:OTEX, NAS:CDNS, NAS:CDK, OTCPK:CNSWF, NYSE:MBLY, NYSE:LN, NAS:AKAM, NAS:TEAM, NAS:FTNT, NAS:PTC, OTCPK:TMICY, NYSE:TYL, OTCPK:GTOMY, NYSE:SQ, NAS:LOGM, NAS:NUAN, NYSE:SHOP, NAS:AZPN » details
Traded in other countries:S0U.Germany, SPLK.Switzerland, 0R09.UK,
Splunk Inc provides software products. Its flagship product is Splunk Enterprise and at its core is a proprietary machine data engine, comprised of collection, indexing, search, reporting analysis and data management capabilities.

Splunk Inc was incorporated in California in October 2003 and was reincorporated in Delaware in May 2006. The Company provides software products that enable organizations to gain real-time operational intelligence by harnessing the value of their data. The Company's flagship product is Splunk Enterprise and at its core is a proprietary machine data engine, comprised of collection, indexing, search, reporting analysis and data management capabilities. Its Splunk Cloud service delivers the functionalities of Splunk Enterprise as a scalable, reliable cloud service. These capabilities include support for Splunk apps, the developer APIs and SDKs, alerting and role-based access controls. It operates its business as one operating segment; the development and marketing of software products that enable its customers to gain real-time operational intelligence by harnessing the value of their data. The Company's product Hunk; Splunk Analytics for Hadoop Hunk, is a full-featured software for interactively exploring, analyzing and visualizing data stored in Hadoop. The Company relies on patent, trademark, copyright and trade secret laws, confidentiality procedures and contractual provisions to protect its technology and intellectual property rights. Its customer base has grown from approximately 450 customers at the end of fiscal 2008 to over 11,000 customers in more than 110 countries, including 85 of the Fortune 100 companies. The Company competes against software vendors and smaller specialized companies, open source projects and custom development efforts, which provide solutions in the specific markets it addresses. Some of its competitors are; IT departments of potential customers which have undertaken custom software development efforts to analyze and manage their machine data; security, systems management and other IT vendors, including BMC Software, CA, HP, IBM, Intel, Microsoft, Quest Software, TIBCO and VMware; web analytics vendors, including Adobe Systems, Google, IBM and Webtrends; business intelligence vendors, including IBM, Oracle and SAP and among others.

Guru Investment Theses on Splunk Inc

Baron Opportunity Fund Comments on Splunk - Feb 21, 2017

We purchased Splunk, Inc. (NASDAQ:SPLK) as the stock came back in from its mid-summer high when many software and internet stocks sold off after Election Day. Splunk is one of the leading “big data” businesses, providing a real-time operational intelligence software platform that enables its customers to search, monitor, analyze, and visualize machine-generated data coming from websites, applications, servers, networks, sensors, and mobile devices. Its software transforms machine generated data into valuable insights in areas such as security and fraud, IT operations, log management, business analytics, and application delivery. Splunk’s growth is being propelled by the explosion of “big data”–data volumes are growing at roughly a 50% rate (with machine-generated data growing closer to 80%) and this data can now be captured, stored, and analyzed to extract actionable business intelligence. Growth in the frequency and severity of cybersecurity breaches are accelerating demand for security monitoring software, which represents around 40% of Splunk’s bookings, as many customers have made Splunk the “nerve center” of their security operations. The emerging Internet of Things should dramatically accelerate the growth and analysis of machine data. Splunk is undergoing a transition from a perpetual software license model– where the software is paid for upfront and loaded behind a customer’s firewall–to cloud-delivered and ratable pricing models. This has caused a lot of confusion for Wall Street, and has led to what we believe is Splunk’s attractive valuation in light of its free cash flow generation and long-term growth opportunity.



From Baron Funds' Baron Opportunity Fund fourth quarter 2016 commentary.



Check out Ron Baron latest stock trades

Top Ranked Articles about Splunk Inc

Baron Opportunity Fund Comments on Splunk Guru stock highlight
We purchased Splunk, Inc. (NASDAQ:SPLK) as the stock came back in from its mid-summer high when many software and internet stocks sold off after Election Day. Splunk is one of the leading “big data” businesses, providing a real-time operational intelligence software platform that enables its customers to search, monitor, analyze, and visualize machine-generated data coming from websites, applications, servers, networks, sensors, and mobile devices. Its software transforms machine generated data into valuable insights in areas such as security and fraud, IT operations, log management, business analytics, and application delivery. Splunk’s growth is being propelled by the explosion of “big data”–data volumes are growing at roughly a 50% rate (with machine-generated data growing closer to 80%) and this data can now be captured, stored, and analyzed to extract actionable business intelligence. Growth in the frequency and severity of cybersecurity breaches are accelerating demand for security monitoring software, which represents around 40% of Splunk’s bookings, as many customers have made Splunk the “nerve center” of their security operations. The emerging Read more...
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Ratios

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Forward P/E 120.48
SPLK's Forward P/E is ranked lower than
93% of the 369 Companies
in the Global Software - Application industry.

( Industry Median: 22.57 vs. SPLK: 120.48 )
Ranked among companies with meaningful Forward P/E only.
N/A

Buy Back

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Valuation & Return

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More Statistics

Revenue (TTM) (Mil) $863.5
EPS (TTM) $ -2.73
Beta2.48
Short Percentage of Float11.00%
52-Week Range $33.77 - 66.46
Shares Outstanding (Mil)135.66

Analyst Estimate

Jan17 Jan18 Jan19
Revenue (Mil $) 933 1,192 1,504
EPS ($) 0.30 0.54 0.82
EPS w/o NRI ($) 0.30 0.54 0.82
EPS Growth Rate
(3Y to 5Y Estimate)
40.64%
Dividends Per Share ($)
» More Articles for SPLK

Headlines

Articles On GuruFocus.com
Baron Opportunity Fund Comments on Splunk Feb 21 2017 
Ray Dalio's Best Investments of 2016 Jan 13 2017 
Insiders Roundup: Facebook, FedEx Oct 14 2016 
Insiders Week: Facebook, PepsiCo Jul 15 2016 
Frank Sands' Investments Jump in Value Jul 12 2016 
Frank Sands Raises Stake in Splunk in 1st Quarter Jun 29 2016 
Weekly CFO Sells Highlights Apr 25 2016 
Big Data Firms Struggle as They Trade on Fundamentals Feb 12 2016 
Weekly CEO Sells Highlight: Splunk Inc, Acuity Brands Inc, HSN Inc, TECO Energy Inc. Jul 19 2015 
Strong Profitability Indicators: Autobytel (ABTL), Splunk (SPLK), Monster Beverage (MNST) Feb 27 2015 

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