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41.96 (1y: -10%)
Market Cap 3.1 B P/E(ttm) 36.70
Enterprise Value 2.84 B P/B 8.20
SWI- NYSE (USA)
SolarWinds, Inc.
Not Rated
Top Ranked Predictable Companies
$41.96
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GuruFocus Financial Strength Rank measures how strong a companyย’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 : 10/10

vs
industry		 vs
history
Cash to Debt No Debt
SWI's Cash to Debt is ranked higher than
77% of the 1618 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 7.41 vs. SWI: No Debt )
SWI' s 10-Year Cash to Debt Range
Min: 0.19   Max: No Debt
Current: No Debt
Equity to Asset 0.74
SWI's Equity to Asset is ranked higher than
79% of the 1618 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 0.56 vs. SWI: 0.74 )
SWI' s 10-Year Equity to Asset Range
Min: -1.59   Max: 0.74
Current: 0.74
-1.59
0.74
Interest Coverage No Debt
SWI's Interest Coverage is ranked higher than
98% of the 1618 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 25.60 vs. SWI: No Debt )
SWI' s 10-Year Interest Coverage Range
Min: 3   Max: No Debt
Current: No Debt
F-Score: 5
Z-Score: 15.34
M-Score: -3.06
GuruFocus Profitability Rank ranks how profitable a company is and how likely the companyย’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.
ย•ย•3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rankย•

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 : 7/10

vs
industry		 vs
history
Operating margin (%) 42.30
SWI's Operating margin (%) is ranked higher than
99% of the 1618 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 4.30 vs. SWI: 42.30 )
SWI' s 10-Year Operating margin (%) Range
Min: 37.6   Max: 50.1
Current: 42.3
37.6
50.1
Net-margin (%) 30.2
SWI's Net-margin (%) is ranked higher than
98% of the 1618 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 2.70 vs. SWI: 30.2 )
SWI' s 10-Year Net-margin (%) Range
Min: 22   Max: 31.5
Current: 30.2
22
31.5
ROE (%) 21.2
SWI's ROE (%) is ranked higher than
93% of the 1618 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 4.70 vs. SWI: 21.2 )
SWI' s 10-Year ROE (%) Range
Min: 21.2   Max: 33.1
Current: 21.2
21.2
33.1
ROA (%) 15.7
SWI's ROA (%) is ranked higher than
96% of the 1618 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 2.90 vs. SWI: 15.7 )
SWI' s 10-Year ROA (%) Range
Min: 15.7   Max: 27.6
Current: 15.7
15.7
27.6
Revenue Growth (%) 14.6
SWI's Revenue Growth (%) is ranked higher than
94% of the 1618 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 0.00 vs. SWI: 14.6 )
SWI' s 10-Year Revenue Growth (%) Range
Min: 14.4   Max: 30.4
Current: 14.6
14.4
30.4
EBITDA Growth (%) 21.1
SWI's EBITDA Growth (%) is ranked higher than
95% of the 1618 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 0.00 vs. SWI: 21.1 )
SWI' s 10-Year EBITDA Growth (%) Range
Min: 0   Max: 21.1
Current: 21.1
0
21.1
EPS Growth (%) 19.8
SWI's EPS Growth (%) is ranked higher than
94% of the 1618 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 0.00 vs. SWI: 19.8 )
SWI' s 10-Year EPS Growth (%) Range
Min: 19.8   Max: 30.4
Current: 19.8
19.8
30.4
ยป SWI's 10-Y Financials

Financials


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

» Details

Guru Trades
Q2 2012

SWI Guru Trades in Q2 2012

Lee Ainslie 838,043 sh (+133.46%)
Jim Simons 1,248,200 sh (+14.91%)
Steven Cohen 90,993 sh (-37.09%)
Paul Tudor Jones 7,500 sh (-53.13%)
» More
Q3 2012

SWI Guru Trades in Q3 2012

Jim Simons 1,648,371 sh (+32.06%)
Lee Ainslie Sold Out
Paul Tudor Jones Sold Out
Steven Cohen 22,539 sh (-75.23%)
» More
Q4 2012

SWI Guru Trades in Q4 2012

RS Investment Management 37,600 sh (New)
Steven Cohen 25,762 sh (+14.3%)
Jim Simons 1,392,671 sh (-15.51%)
» More
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
» Details

Insider Trades

Latest Guru Trades with SWI

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Lee Ainslie 2013-03-31 New Buy0.57%$52.45 - $60.89 $ 41.96-25%751141
Lee Ainslie 2012-09-30 Sold Out 0.53%$40.47 - $59.75 $ 41.96-19%0
Lee Ainslie 2012-06-30 Add 133.46%0.3%$35.42 - $48.09 $ 41.96-3%838043
Steve Mandel 2012-03-31 Sold Out 0.56%$27.53 - $41.1 $ 41.9628%0
Lee Ainslie 2012-03-31 New Buy0.2%$27.53 - $41.1 $ 41.9628%358968
Steve Mandel 2011-12-31 Reduce -25.97%0.18%$21.05 - $33.28 $ 41.9650%2788081
Joel Greenblatt 2011-12-31 Sold Out 0.04%$21.05 - $33.28 $ 41.9650%0
Lee Ainslie 2011-09-30 Sold Out 1.038%$20.05 - $26.3 $ 41.9682%0
Steve Mandel 2011-09-30 Add 97.51%0.33%$20.05 - $26.3 $ 41.9682%3766081
Joel Greenblatt 2011-09-30 New Buy0.04%$20.05 - $26.3 $ 41.9682%11114
Lee Ainslie 2011-06-30 Reduce -34.58%0.54%$22.79 - $26.16 $ 41.9673%4119161
Steve Mandel 2011-03-31 New Buy0.38%$18.64 - $24.07 $ 41.9699%2014906
George Soros 2011-03-31 Sold Out $18.64 - $24.07 $ 41.9699%0
Lee Ainslie 2010-12-31 Add 7.85%0.1%$16.37 - $19.44 $ 41.96131%6462933
George Soros 2010-12-31 New Buy0.01%$16.37 - $19.44 $ 41.96131%20700
Lee Ainslie 2010-09-30 Add 91.76%0.54%$12.42 - $17.95 $ 41.96169%5992657
George Soros 2010-09-30 Sold Out 0.01%$12.42 - $17.95 $ 41.96169%0
Lee Ainslie 2010-06-30 Add 91.62%0.31%$16.43 - $24.85 $ 41.96110%3125095
George Soros 2010-06-30 New Buy0.01%$16.43 - $24.85 $ 41.96110%10600
Lee Ainslie 2010-03-31 New Buy0.38%$18.33 - $23.3 $ 41.96103%1630898
Premium More recent guru trades are included for Premium Members only!!
ยป Financial Charts

Peter Lynch Chart

Ratios

vs
industry		 vs
history
P/E(ttm) 36.70
SWI's P/E(ttm) is ranked lower than
54% of the 1023 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 20.80 vs. SWI: 36.70 )
SWI' s 10-Year P/E(ttm) Range
Min: 24.96   Max: 59.87
Current: 36.7
24.96
59.87
P/B 8.20
SWI's P/B is ranked lower than
71% of the 1370 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 2.02 vs. SWI: 8.20 )
SWI' s 10-Year P/B Range
Min: 6.34   Max: 25.52
Current: 8.2
6.34
25.52
P/S 11.50
SWI's P/S is ranked lower than
74% of the 1452 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 1.69 vs. SWI: 11.50 )
SWI' s 10-Year P/S Range
Min: 6.68   Max: 18.32
Current: 11.5
6.68
18.32
PFCF 22.70
SWI's PFCF is ranked higher than
54% of the 1019 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 17.43 vs. SWI: 22.70 )
SWI' s 10-Year PFCF Range
Min: 15.92   Max: 35.15
Current: 22.7
15.92
35.15
EV-to-EBIT 23.3
SWI's EV-to-EBIT is ranked lower than
51% of the 1019 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 14.50 vs. SWI: 23.3 )
SWI' s 10-Year EV-to-EBIT Range
Min: 17   Max: 43.8
Current: 23.3
17
43.8
PEG 1.5
SWI's PEG is ranked higher than
70% of the 423 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 1.64 vs. SWI: 1.5 )
SWI' s 10-Year PEG Range
Min: 0   Max: 2.71
Current: 1.5
0
2.71
Shiller P/E 63.5
SWI's Shiller P/E is ranked lower than
100% of the Companies
in the Global Software - Infrastructure industry.

( Industry Median: vs. SWI: 63.5 )
SWI' s 10-Year Shiller P/E Range
Min: 61.71   Max: 91.24
Current: 63.5
61.71
91.24

Valuation & Return

vs
industry		 vs
history
Price/Net Cash 33.3
SWI's Price/Net Cash is ranked lower than
68% of the 465 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 9.10 vs. SWI: 33.3 )
SWI' s 10-Year Price/Net Cash Range
Min: 20.1   Max: 42.3
Current: 33.3
20.1
42.3
Price/Net Current Asset Value 123.4
SWI's Price/Net Current Asset Value is ranked lower than
70% of the 930 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 13.40 vs. SWI: 123.4 )
SWI' s 10-Year Price/Net Current Asset Value Range
Min: 58.3   Max: 154.3
Current: 123.4
58.3
154.3
Price/Tangible Book 20.5
SWI's Price/Tangible Book is ranked lower than
74% of the 1116 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 3.30 vs. SWI: 20.5 )
SWI' s 10-Year Price/Tangible Book Range
Min: 12.2   Max: 26
Current: 20.5
12.2
26
Price/DCF (Projected) 2.4
SWI's Price/DCF (Projected) is ranked higher than
51% of the 551 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 1.30 vs. SWI: 2.4 )
SWI' s 10-Year Price/DCF (Projected) Range
Min: 3.2   Max: 3.2
Current: 2.4
Price/Median PS Value 1
SWI's Price/Median PS Value is ranked higher than
67% of the 1300 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 1.00 vs. SWI: 1 )
SWI' s 10-Year Price/Median PS Value Range
Min: 0.8   Max: 1.3
Current: 1
0.8
1.3
Price/Graham Number 6
SWI's Price/Graham Number is ranked lower than
72% of the 813 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 1.80 vs. SWI: 6 )
SWI' s 10-Year Price/Graham Number Range
Min: 4.1   Max: 7.5
Current: 6
4.1
7.5
Earnings Yield (Greenblatt) 4.30
SWI's Earnings Yield (Greenblatt) is ranked higher than
67% of the 1618 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 3.30 vs. SWI: 4.30 )
SWI' s 10-Year Earnings Yield (Greenblatt) Range
Min: 2.3   Max: 5.9
Current: 4.3
2.3
5.9
Forward Rate of Return (Yacktman) 1.65
SWI's Forward Rate of Return (Yacktman) is ranked higher than
82% of the 1618 Companies
in the Global Software - Infrastructure industry.

( Industry Median: 0.00 vs. SWI: 1.65 )
SWI' s 10-Year Forward Rate of Return (Yacktman) Range
Min: 1.1   Max: 2
Current: 1.65
1.1
2

Business Description

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 and its subsidiaries design, develop, market, sell and support enterprise information technology, or 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. Its products are designed to help enable efficient and effective management of their infrastructure, including networks, applications, storage and physical and virtual servers as well as products for log and event management. In January 2011, the company entered into the system and application performance management market through the launch of SolarWinds Application Performance Monitor. In January 2011, it also entered the virtualization management market through the acquisition of Hyper9, Inc., or Hyper9, a privately-held virtualization management software provider based in Austin, Texas. The company offers a broad portfolio of products for IT infrastructure management. Its product categories are Free Tools, Transactional Products and core products. In free tools 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. In Transactional Products desktop-based, laptop-based or server-based applications designed for individual IT professionals who need specific solutions for routine, but complicated tasks. Its 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 and its 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 network equipment, physical and virtual servers, applications and storage devices to determine the overall health and performance of the IT infrastructure and to automate the processes of change, compliance and inventory.
Company Website
SEC Reports
Industry: Software - Infrastructure
Compare:
Traded in other countries:4NF.Germany
ยป More Articles for SWI

Headlines

Articles On GuruFocus.com
Thomas recommended q Oct 31 2011 
Solarwinds Inc. Reports Operating Results (10-Q) Oct 29 2010 
Weekly CFO Buys Highlight: AspenBio Pharma, Solarwinds, Affymetrix, Cascade Financial Corp., Bank of Aug 01 2010 
Solarwinds Inc. Reports Operating Results (10-Q) Jul 30 2010 
Solarwinds Inc. (SWI) CFO Michael J Berry buys 10,000 Shares Jul 26 2010 
Solarwinds Inc. (SWI) Executive Chairman Michael S Bennett sells 60,041 Shares Jun 11 2010 
Solarwinds Inc. (SWI) Executive Chairman Michael S Bennett sells 60,041 Shares May 13 2010 
Weekly CFO Buys Highlight: Ocean BioChem, Solarwinds Inc., PDL BioPharma, Autobytel Inc., Affymetrix May 08 2010 
Solarwinds Inc. Reports Operating Results (10-Q) May 06 2010 
Solarwinds Inc. (SWI) CFO Michael J Berry buys 15,000 Shares May 03 2010 

More From Our Partners
SolarWinds Downgraded to Strong Sell - Analyst Blog Jun 17 2013 - ZACKS

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