image
Jamf Holding Corp. JAMF
Technology - Software - Application - NASDAQ - US
Watchlist
$ 10.595
-2.59 %
$ 1.37 B
Market Cap
-19.89
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Apr, 22, 2025.

The intrinsic value of one JAMF stock under the worst case scenario is HIDDEN Compared to the current market price of 10.6 USD, Jamf Holding Corp. is HIDDEN

JAMF Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Apr, 22, 2025.

The intrinsic value of one JAMF stock under the base case scenario is HIDDEN Compared to the current market price of 10.6 USD, Jamf Holding Corp. is HIDDEN

JAMF Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Apr, 22, 2025.

The intrinsic value of one JAMF stock under the best case scenario is HIDDEN Compared to the current market price of 10.6 USD, Jamf Holding Corp. is HIDDEN

JAMF Intrinsic Value
HIDDEN
SHOW
2. FUNDAMENTAL ANALYSIS

Price Chart JAMF

image
1M -19%
6M -58.0%
1Y -91%
3Y -197%
5Y --%
All
$18.0$18.0$17.0$17.0$16.0$16.0$15.0$15.0$14.0$14.0$13.0$13.0$12.0$12.0$11.0$11.0$10.0$10.0Nov '24Nov '2415 Nov15 NovDec '24Dec '2415 Dec15 DecJan '25Jan '2515 Jan15 JanFeb '25Feb '2515 Feb15 FebMar '25Mar '2515 Mar15 MarApr '25Apr '2515 Apr15 Apr
FINANCIALS
627 M REVENUE
11.92%
Growth Rates
1Year 11.92%
3Years 19.64%
5Years 25.19%
7Years 0.00%
10Years 0.00%
-69.1 M OPERATING INCOME
40.05%
Growth Rates
1Year 40.05%
3Years 3.21%
5Years -28.09%
7Years 0.00%
10Years 0.00%
-68.5 M NET INCOME
37.82%
Growth Rates
1Year 37.82%
3Years 3.08%
5Years -15.99%
7Years 0.00%
10Years 0.00%
31.2 M OPERATING CASH FLOW
-13.27%
Growth Rates
1Year -13.27%
3Years -21.78%
5Years 22.77%
7Years 0.00%
10Years 0.00%
-11.8 M INVESTING CASH FLOW
47.50%
Growth Rates
1Year 47.50%
3Years 68.77%
5Years 24.27%
7Years 0.00%
10Years 0.00%
-41.6 M FINANCING CASH FLOW
-781.88%
Growth Rates
1Year -781.88%
3Years -4.35%
5Years -19.30%
7Years 0.00%
10Years 0.00%
163 M REVENUE
2.32%
Growth Rates
1Year 11.92%
3Years 19.64%
5Years 25.19%
7Years 0.00%
10Years 0.00%
-12.2 M OPERATING INCOME
23.32%
Growth Rates
1Year 40.05%
3Years 3.21%
5Years -28.09%
7Years 0.00%
10Years 0.00%
-16.4 M NET INCOME
-34.20%
Growth Rates
1Year 37.82%
3Years 3.08%
5Years -15.99%
7Years 0.00%
10Years 0.00%
9.68 M OPERATING CASH FLOW
-58.13%
Growth Rates
1Year -13.27%
3Years -21.78%
5Years 22.77%
7Years 0.00%
10Years 0.00%
-2.32 M INVESTING CASH FLOW
41.00%
Growth Rates
1Year 47.50%
3Years 68.77%
5Years 24.27%
7Years 0.00%
10Years 0.00%
-741 K FINANCING CASH FLOW
61.33%
Growth Rates
1Year -781.88%
3Years -4.35%
5Years -19.30%
7Years 0.00%
10Years 0.00%
Balance Sheet Jamf Holding Corp.
image
Current Assets 425 M
Cash & Short-Term Investments 225 M
Receivables 139 M
Other Current Assets 61.2 M
Non-Current Assets 1.16 B
Long-Term Investments 0
PP&E 0
Other Non-Current Assets 1.16 B
14.22 %8.78 %3.87 %73.13 %Total Assets$1.6b
Current Liabilities 421 M
Accounts Payable 18.4 M
Short-Term Debt 0
Other Current Liabilities 403 M
Non-Current Liabilities 443 M
Long-Term Debt 370 M
Other Non-Current Liabilities 73.4 M
46.62 %42.76 %8.49 %Total Liabilities$864.2m
EFFICIENCY
Earnings Waterfall Jamf Holding Corp.
image
Revenue 627 M
Cost Of Revenue 141 M
Gross Profit 486 M
Operating Expenses 555 M
Operating Income -69.1 M
Other Expenses -641 K
Net Income -68.5 M
700m700m600m600m500m500m400m400m300m300m200m200m100m100m00(100m)(100m)627m(141m)486m(555m)(69m)641k(68m)RevenueRevenueCost Of RevenueCost Of RevenueGross ProfitGross ProfitOperating ExpensesOperating ExpensesOperating IncomeOperating IncomeOther ExpensesOther ExpensesNet IncomeNet Income
RATIOS
77.47% GROSS MARGIN
77.47%
Averages
1Year 77.47%
3Years 76.69%
5Years 76.55%
7Years 74.52%
10Years 0.00%
-11.01% OPERATING MARGIN
-11.01%
Averages
1Year -11.01%
3Years -20.19%
5Years -17.57%
7Years -16.87%
10Years 0.00%
-10.91% NET MARGIN
-10.91%
Averages
1Year -10.91%
3Years -20.02%
5Years -17.91%
7Years -18.61%
10Years 0.00%
-9.56% ROE
-9.56%
Averages
1Year -9.56%
3Years -15.02%
5Years -11.64%
7Years -10.21%
10Years 0.00%
-4.33% ROA
-4.33%
Averages
1Year -4.33%
3Years -6.83%
5Years -5.56%
7Years -5.10%
10Years 0.00%
-6.30% ROIC
-6.30%
Averages
1Year -6.30%
3Years -9.40%
5Years -7.12%
7Years -5.81%
10Years 0.00%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Jamf Holding Corp.
image
90m90m80m80m70m70m60m60m50m50m40m40m30m30m20m20m10m10m0020192019202020202021202120222022202320232024202420252025
Net Income -68.5 M
Depreciation & Amortization 46.9 M
Capital Expenditures -9.01 M
Stock-Based Compensation 97.4 M
Change in Working Capital -84.4 M
Others -5.37 M
Free Cash Flow 22.2 M
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Jamf Holding Corp.
image
Wall Street analysts predict an average 1-year price target for JAMF of $22.1 , with forecasts ranging from a low of $15 to a high of $27 .
JAMF Lowest Price Target Wall Street Target
15 USD 41.58%
JAMF Average Price Target Wall Street Target
22.1 USD 108.69%
JAMF Highest Price Target Wall Street Target
27 USD 154.84%
Price
Max Price Target
Min Price Target
Average Price Target
2828262624242222202018181616141412121010Jun '24Jun '24Jul '24Jul '24Aug '24Aug '24Oct '24Oct '24Nov '24Nov '2420252025Feb '25Feb '25Apr '25Apr '25Jun '25Jun '25Jul '25Jul '25Aug '25Aug '25Oct '25Oct '25Nov '25Nov '2520262026Feb '26Feb '26Apr '26Apr '26
4. DIVIDEND ANALYSIS
0.00% DIVIDEND YIELD
0.188 USD DIVIDEND PER SHARE
Q1
Q2
Q3
Q4
0.80000.80000.70000.70000.60000.60000.50000.50000.40000.40000.30000.30000.20000.20000.10000.10000.00000.00000.580.0850.130.790.18780.192018201820192019
Download SVG
Download PNG
Download CSV
5. COMPETITION
slide 2 of 9
6. Ownership
Insider Ownership Jamf Holding Corp.
image
Sold
0-3 MONTHS
4.8 M USD 9
3-6 MONTHS
205 K USD 2
6-9 MONTHS
228 K USD 1
9-12 MONTHS
331 M USD 12
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
7. News
Jamf Holding Revenue Growth Drags On Results And Valuation (Downgrade) Jamf Holding's stock has declined due to lackluster growth and severe valuation compression. The company provides Apple device management and security solutions, but faces slowing revenue growth and potential international trade tensions. Despite some financial improvements, Jamf's topline growth rate is slowing, and its valuation multiple has compressed significantly. seekingalpha.com - 3 weeks ago
Jamf completes acquisition of Identity Automation, expanding its platform to include dynamic identity management for specific industries MINNEAPOLIS, April 01, 2025 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, today announced it has completed the acquisition of Identity Automation , a dynamic identity and access management (IAM) platform for industries that are defined by frequent role adjustments, such as education and healthcare. globenewswire.com - 1 month ago
Jamf Earns 5-Star Rating in the 2025 CRN® Partner Program Guide MINNEAPOLIS, March 25, 2025 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, has been honored by CRN ® , a brand of The Channel Company, with a 5-Star Award in the 2025 CRN Partner Program Guide. This annual guide is an essential resource for solution providers seeking vendor partner programs that match their business goals and deliver high partner value. globenewswire.com - 1 month ago
Jamf announces intent to acquire Identity Automation to bring identity and device management together in one powerful, secure platform Identity Automation adds dynamic and automated role-based access capability to Jamf's endpoint management and security platform Identity Automation adds dynamic and automated role-based access capability to Jamf's endpoint management and security platform globenewswire.com - 1 month ago
Jamf Announces Upcoming Conferences Participation MINNEAPOLIS, Feb. 28, 2025 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, announced today that members of its management team will present at the following investor conferences: globenewswire.com - 2 months ago
Jamf Holding (JAMF) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates Although the revenue and EPS for Jamf Holding (JAMF) give a sense of how its business performed in the quarter ended December 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers. zacks.com - 2 months ago
Jamf Holding Corp. (JAMF) Q4 2024 Earnings Call Transcript Jamf Holding Corp. (NASDAQ:JAMF ) Q4 2024 Earnings Conference Call February 27, 2025 4:30 PM ET Company Participants Jennifer Gaumond – Vice President, Investor Relations John Strosahl – Chief Executive Officer David Rudow – Chief Financial Officer Conference Call Participants Jake Roberge – William Blair Koji Ikeda – Bank of America Matt Hedberg – RBC DJ Hynes – Canaccord Genuity Raimo Lenschow – Barclays Joshua Reilly – Needham & Company Priyanka Thapa – JPMorgan Operator Thank you for standing by and welcome to Jamf's Fourth Quarter 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode. seekingalpha.com - 2 months ago
Jamf Holding (JAMF) Beats Q4 Earnings and Revenue Estimates Jamf Holding (JAMF) came out with quarterly earnings of $0.17 per share, beating the Zacks Consensus Estimate of $0.15 per share. This compares to earnings of $0.13 per share a year ago. zacks.com - 2 months ago
Jamf Releases Fourth Quarter and Fiscal Year 2024 Financial Results MINNEAPOLIS, Feb. 27, 2025 (GLOBE NEWSWIRE) -- Jamf (NASDAQ: JAMF), the standard in managing and securing Apple at work, today announced financial results for its fourth quarter and full year ended December 31, 2024, through an earnings release available on the company's Investor Relations website at https://ir.jamf.com. The earnings release will be furnished to the SEC on Form 8-K. globenewswire.com - 2 months ago
Countdown to Jamf Holding (JAMF) Q4 Earnings: A Look at Estimates Beyond Revenue and EPS Besides Wall Street's top -and-bottom-line estimates for Jamf Holding (JAMF), review projections for some of its key metrics to gain a deeper understanding of how the company might have fared during the quarter ended December 2024. zacks.com - 2 months ago
Jamf Holding (JAMF) Earnings Expected to Grow: Should You Buy? Jamf Holding (JAMF) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. zacks.com - 2 months ago
Jamf named as a Representative Vendor in the 2025 Gartner® Market Guide for Endpoint Management Tools MINNEAPOLIS, Feb. 19, 2025 (GLOBE NEWSWIRE) -- Today, J amf (NASDAQ: JAMF) the standard in managing and securing Apple at work, announced it has been included as a Representative Vendor in the 2025 Gartner® Market Guide for Endpoint Management Tools. globenewswire.com - 2 months ago
8. Profile Summary

Jamf Holding Corp. JAMF

image
COUNTRY US
INDUSTRY Software - Application
MARKET CAP $ 1.37 B
Dividend Yield 0.00%
Description Jamf Holding Corp. offers a cloud software platform for Apple infrastructure and security platform worldwide. Its products include Jamf Pro, an Apple ecosystem management software solution for IT environments; Jamf Now, a pay-as-you-go Apple device management software solution for small-to-medium-sized businesses; Jamf School, a software solution for educators; Jamf Data Policy, a solution to enforce acceptable usage policies to eliminate shadow IT and block risky content and manage data consumption with real-time analytics and granular reporting; and Jamf Connect that streamlines Mac authentication and identity management; and Jamf Private Access, a ZTNA solution that replaces legacy conditional access and VPN technology. The company also offers Jamf Protect, which provides protection of Mac-targeted malware and creates customized telemetry and detections that give enterprise security teams visibility into their Macs; Jamf Threat Defense, a solution to protect workers from malicious attackers; and Jamf Nation, an online community of IT and security professionals focusing on Apple in the enterprise. It sells its SaaS solutions through a subscription model, direct sales force, and online, as well as indirectly through channel partners, including Apple. The company was founded in 2002 and is headquartered in Minneapolis, Minnesota.
Contact 100 Washington Avenue South, Minneapolis, MN, 55401 https://www.jamf.com
IPO Date July 22, 2020
Employees 2595
Officers Mr. David M. Rudow Chief Financial Officer Ms. Elizabeth Benz Chief Sales Officer Mr. Jason Wudi Chief Innovation Officer Mr. Samuel Gfall Johnson Chief Customer Officer Mr. John R. Strosahl Chief Executive Officer & Director Ms. Beth Tschida Chief Technology Officer Mr. Jeff Lendino Chief Legal Officer & Secretary Ms. Michelle Bucaria Chief People Officer Mr. Henry Patel Chief Strategy Officer Ms. Linh Lam Chief Information Officer