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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 : 9/10

vs
industry
vs
history
Cash to Debt 4.63
SWI's Cash to Debt is ranked higher than
58% of the 1618 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 25.64 vs. SWI: 4.63 )
SWI' s 10-Year Cash to Debt Range
Min: 0.19   Max: No Debt
Current: 4.63

Equity to Asset 0.69
SWI's Equity to Asset is ranked higher than
72% of the 1589 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 0.60 vs. SWI: 0.69 )
SWI' s 10-Year Equity to Asset Range
Min: -1.59   Max: 0.74
Current: 0.69

-1.59
0.74
Interest Coverage 566.27
SWI's Interest Coverage is ranked higher than
66% of the 1077 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 403.68 vs. SWI: 566.27 )
SWI' s 10-Year Interest Coverage Range
Min: 3.02   Max: 9999.99
Current: 566.27

3.02
9999.99
F-Score: 4
Z-Score: 9.84
M-Score: -2.52
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 : 8/10

vs
industry
vs
history
Operating margin (%) 36.30
SWI's Operating margin (%) is ranked higher than
98% of the 1604 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 5.48 vs. SWI: 36.30 )
SWI' s 10-Year Operating margin (%) Range
Min: 36.3   Max: 50.07
Current: 36.3

36.3
50.07
Net-margin (%) 26.77
SWI's Net-margin (%) is ranked higher than
97% of the 1602 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 3.67 vs. SWI: 26.77 )
SWI' s 10-Year Net-margin (%) Range
Min: 22.04   Max: 31.48
Current: 26.77

22.04
31.48
ROE (%) 18.55
SWI's ROE (%) is ranked higher than
93% of the 1564 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 6.77 vs. SWI: 18.55 )
SWI' s 10-Year ROE (%) Range
Min: 18.55   Max: 33.13
Current: 18.55

18.55
33.13
ROA (%) 12.71
SWI's ROA (%) is ranked higher than
94% of the 1616 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 3.63 vs. SWI: 12.71 )
SWI' s 10-Year ROA (%) Range
Min: 12.71   Max: 27.62
Current: 12.71

12.71
27.62
ROC (Joel Greenblatt) (%) 1321.47
SWI's ROC (Joel Greenblatt) (%) is ranked higher than
99% of the 1600 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 30.96 vs. SWI: 1321.47 )
SWI' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 683.75   Max: 1362.62
Current: 1321.47

683.75
1362.62
Revenue Growth (%) 28.10
SWI's Revenue Growth (%) is ranked higher than
95% of the 1208 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 6.30 vs. SWI: 28.10 )
SWI' s 10-Year Revenue Growth (%) Range
Min: -2.2   Max: 42.4
Current: 28.1

-2.2
42.4
EBITDA Growth (%) 27.80
SWI's EBITDA Growth (%) is ranked higher than
87% of the 951 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 7.70 vs. SWI: 27.80 )
SWI' s 10-Year EBITDA Growth (%) Range
Min: 0   Max: 28.7
Current: 27.8

0
28.7
EPS Growth (%) 24.20
SWI's EPS Growth (%) is ranked higher than
82% of the 892 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 8.80 vs. SWI: 24.20 )
SWI' s 10-Year EPS Growth (%) Range
Min: 24.2   Max: 42.4
Current: 24.2

24.2
42.4
» SWI's 10-Y Financials

Financials


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

» Details

Guru Trades

Q1 2013

SWI Guru Trades in Q1 2013

Lee Ainslie 751,141 sh (New)
RS Investment Management 43,700 sh (+16.22%)
Jim Simons 1,431,800 sh (+2.81%)
Steven Cohen 11,675 sh (-54.68%)
» More
Q2 2013

SWI Guru Trades in Q2 2013

Joel Greenblatt 8,617 sh (New)
Jeremy Grantham 5,200 sh (New)
Paul Tudor Jones 7,100 sh (New)
Lee Ainslie 4,222,171 sh (+462.1%)
Steven Cohen 46,245 sh (+296.1%)
Jim Simons 1,562,500 sh (+9.13%)
RS Investment Management Sold Out
» More
Q3 2013

SWI Guru Trades in Q3 2013

Ray Dalio 16,200 sh (New)
Steve Mandel 5,701,473 sh (New)
George Soros 100,000 sh (New)
Joel Greenblatt 42,600 sh (+394.37%)
Lee Ainslie 7,134,142 sh (+68.97%)
Paul Tudor Jones 9,200 sh (+29.58%)
Jeremy Grantham Sold Out
Steven Cohen 11,231 sh (-75.71%)
Jim Simons 301,400 sh (-80.71%)
» More
Q4 2013

SWI Guru Trades in Q4 2013

Jeremy Grantham 7,934 sh (New)
RS Investment Management 58,500 sh (New)
George Soros 1,585,000 sh (+1485%)
Jim Simons 615,900 sh (+104.35%)
Joel Greenblatt 82,624 sh (+93.95%)
Ray Dalio 22,700 sh (+40.12%)
Steve Mandel 6,698,396 sh (+17.49%)
Lee Ainslie 7,281,770 sh (+2.07%)
Paul Tudor Jones Sold Out
Steven Cohen 9,990 sh (-11.05%)
» More
» Details

Insider Trades

Latest Guru Trades with SWI

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
George Soros 2013-12-31 Add 1485%0.48%$32.06 - $37.69 $ 42.7423%1585000
Steve Mandel 2013-12-31 Add 17.49%0.16%$32.06 - $37.69 $ 42.7423%6698396
Joel Greenblatt 2013-12-31 Add 93.95%0.04%$32.06 - $37.69 $ 42.7423%82624
Ray Dalio 2013-12-31 Add 40.12%$32.06 - $37.69 $ 42.7423%22700
Lee Ainslie 2013-09-30 Add 68.97%1.39%$35.49 - $46.09 $ 42.749%7134142
Steve Mandel 2013-09-30 New Buy0.89%$35.49 - $46.09 $ 42.749%5701473
George Soros 2013-09-30 New Buy0.04%$35.49 - $46.09 $ 42.749%100000
Joel Greenblatt 2013-09-30 Add 394.37%0.04%$35.49 - $46.09 $ 42.749%42600
Ray Dalio 2013-09-30 New Buy$35.49 - $46.09 $ 42.749%16200
Lee Ainslie 2013-06-30 Add 462.1%1.81%$38.25 - $58.76 $ 42.74-7%4222171
Joel Greenblatt 2013-06-30 New Buy0.01%$38.25 - $58.76 $ 42.74-7%8617
Lee Ainslie 2013-03-31 New Buy0.57%$52.45 - $60.89 $ 42.74-24%751141
Premium More recent guru trades are included for Premium Members only!!
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Top Ranked Articles about SolarWinds, Inc.

Billionaire Buzz on Three Tech Stocks
Nuance Communications Inc. is creating a buzz with voice recognition and language-smart technologies that can enhance productivity across a number of industries. The company reported financial results for its fourth quarter of fiscal 2013, ended Sept. 30, 2013, with revenue of $472.2 million (GAAP), up from $468.8 million in the same quarter of fiscal 2012. Also in the fourth quarter of fiscal 2013, the company reported a net loss of ($32.3) million (GAAP), translating as a loss of ($0.10) per share. In the same quarter a year ago, Nuance’s net income was $117.6 million, with earnings of $0.36 per diluted share. The company reported $93.5 million cash flow from operations in the reporting quarter, compared to cash flow a year ago at $141.5 million. Read more...
Steve Mandel's Real Time Increases in Dollar General and DSW
On Aug. 26, Lone Pine Capital’s Steve Mandel made two real time increases to his positions in Dollar General and DSW. Earlier this month Mandel made his first purchase into SolarWinds (SWI) and increased his holdings in Michael Kors (KORS). Read more...

Ratios

vs
industry
vs
history
P/E(ttm) 36.40
SWI's P/E(ttm) is ranked lower than
51% of the 1119 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 23.20 vs. SWI: 36.40 )
SWI' s 10-Year P/E(ttm) Range
Min: 24.96   Max: 59.87
Current: 36.4

24.96
59.87
P/B 6.40
SWI's P/B is ranked lower than
68% of the 1504 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 2.45 vs. SWI: 6.40 )
SWI' s 10-Year P/B Range
Min: 5.06   Max: 24.69
Current: 6.4

5.06
24.69
P/S 9.80
SWI's P/S is ranked lower than
86% of the 1650 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 1.98 vs. SWI: 9.80 )
SWI' s 10-Year P/S Range
Min: 5.09   Max: 18.32
Current: 9.8

5.09
18.32
PFCF 21.70
SWI's PFCF is ranked higher than
59% of the 874 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 19.50 vs. SWI: 21.70 )
SWI' s 10-Year PFCF Range
Min: 8.95   Max: 35.57
Current: 21.7

8.95
35.57
EV-to-EBIT 23.80
SWI's EV-to-EBIT is ranked lower than
52% of the 1278 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 17.39 vs. SWI: 23.80 )
SWI' s 10-Year EV-to-EBIT Range
Min: 17   Max: 43.8
Current: 23.8

17
43.8
PEG 1.30
SWI's PEG is ranked higher than
72% of the 601 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 1.98 vs. SWI: 1.30 )
SWI' s 10-Year PEG Range
Min: 0.21   Max: 1.3
Current: 1.3

0.21
1.3
Shiller P/E 54.90
SWI's Shiller P/E is ranked lower than
56% of the 616 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 29.33 vs. SWI: 54.90 )
SWI' s 10-Year Shiller P/E Range
Min: 41.79   Max: 91.24
Current: 54.9

41.79
91.24

Valuation & Return

vs
industry
vs
history
Price/Tangible Book 61.90
SWI's Price/Tangible Book is ranked lower than
93% of the 1245 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 4.00 vs. SWI: 61.90 )
SWI' s 10-Year Price/Tangible Book Range
Min: 11.96   Max: 54.83
Current: 61.9

11.96
54.83
Price/DCF (Projected) 2.20
SWI's Price/DCF (Projected) is ranked lower than
54% of the 753 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 1.50 vs. SWI: 2.20 )
SWI' s 10-Year Price/DCF (Projected) Range
Min: 1.97   Max: 3.18
Current: 2.2

1.97
3.18
Price/Median PS Value 1.00
SWI's Price/Median PS Value is ranked higher than
77% of the 1516 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 1.10 vs. SWI: 1.00 )
SWI' s 10-Year Price/Median PS Value Range
Min: 0.85   Max: 1.46
Current: 1

0.85
1.46
Price/Peter Lynch Fair Value 1.40
SWI's Price/Peter Lynch Fair Value is ranked higher than
63% of the 365 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 1.50 vs. SWI: 1.40 )
SWI' s 10-Year Price/Peter Lynch Fair Value Range
Min: 1.28   Max: 1.96
Current: 1.4

1.28
1.96
Price/Graham Number 9.90
SWI's Price/Graham Number is ranked lower than
86% of the 911 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 2.20 vs. SWI: 9.90 )
SWI' s 10-Year Price/Graham Number Range
Min: 4.04   Max: 8.8
Current: 9.9

4.04
8.8
Earnings Yield (Greenblatt) 4.20
SWI's Earnings Yield (Greenblatt) is ranked higher than
53% of the 1324 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 5.40 vs. SWI: 4.20 )
SWI' s 10-Year Earnings Yield (Greenblatt) Range
Min: 2.3   Max: 5.9
Current: 4.2

2.3
5.9
Forward Rate of Return (Yacktman) 36.76
SWI's Forward Rate of Return (Yacktman) is ranked higher than
95% of the 1007 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 5.32 vs. SWI: 36.76 )
SWI' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 36.9   Max: 229.5
Current: 36.76

36.9
229.5

Business Description

Industry: Application Software » Software - Infrastructure
Compare: » details
Traded in other countries:4NF.Germany
SolarWinds, Inc. was incorporated in the State of Oklahoma in 1999 and reincorporated in the State of Delaware in 2008 under the name SolarWinds, Inc. The Company designs, develops, markets, sells and supports enterprise-class IT infrastructure management software to IT professionals in organizations of all sizes. Its product offerings range from individual software tools to more comprehensive software products that solve problems encountered every day by IT professionals. The products are designed to help enable efficient and effective management of their network, systems and application infrastructure. This includes software for managing the performance, health, and configurations of network devices, firewalls, applications, physical and virtual servers, storage devices, as well as software for log and security information management. It also includes software that provides IT professionals with mobile and remote access to their IT infrastructure and software to help them track and resolve IT issues along with their IT assets. Its products are classified into three categories: core products, transactional products and free tools. The core products consist of enterprise-class IT management products that are used by IT professionals and teams in companies of all sizes to configure, monitor, and report on the health and performance of their network, systems, and application infrastructure. These products provide advanced IT management functionality and are capable of scaling from simple to complex environments. The transactional products are desktop-based, laptop-based or server-based applications designed for individual IT professionals who need specific solutions for routine, but complicated tasks. These transactional products include individual tools and toolsets, which combine many powerful tools together into a single package, as well as entry-level IT infrastructure monitoring functionality. Free tools are desktop, laptop, server-based or internet-based applications designed for use by individual IT professionals, and typically focused on a single network or infrastructure management task or technology. The Company uses free tools primarily to drive awareness of its brand and our paid products within the broader IT management community and to expand and build loyalty among the customers and end-user community.

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