Aug. 20 at 7:13 PM
$OOMA — HOLD 🟡
Q1 revenue hit
$81.1M and TTM revenue is
$273.6M, but the setup is still mixed with EV/EBITDA at 27.4x and forward P/E at 13.7x.
Gross margin is 61.3% and operating margin is 4.3%, so the business is profitable but not yet generating enough margin to justify a higher multiple.
Debt is
$67.9M with a current ratio of 0.94, while levered free cash flow is
$35.6M TTM and operating cash flow is
$30.39M TTM.
Growth is real, with subscription and services revenue up
$13.4 million or 6% year-over-year and EBITDA rising from
$3.1M to
$8.7M, but the balance sheet and valuation keep it in HOLD territory.
Full research: https://lf0.com/research/ooma-stock-analysis-ooma/?utm_source=stocktwits&utm_medium=social&utm_campaign=research_distribution
