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Company Analysis

JFrog Ltd. FROG

A comprehensive view of key metrics, scores, and financial health for JFrog Ltd.

Overview of JFrog Ltd.

FROG NMS
Technology Software - Application Framework: Software & SaaS Mid Cap
JFrog Ltd. (FROG), is a Mid Cap company, in the Software - Application industry, last closed at $77.74, about 78.8% overvalued vs fair value, +91.1% 1Y return, ranked 264/770 in sector.
Metrics Rev Growth 24.1% ROE -8.6% Gross Margin 76.8%
USD 77.74
-0.94%
(Delayed)
• Vol 90d: 89.3%
52-Week Range
Market Cap
$9.73B
Enterprise Value
$9.67B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Fair
Growth
Fair
Profitability
Fair
Health
Fair
Efficiency
Fair
Valuation
Fair
Completeness: 70%
Confidence: 47%
Updated: Mar 8
Top Beats

Quick Facts

Website https://www.jfrog.com
HQ Sunnyvale, CA
Employees 1,800
Fiscal year Dec 31

Next Events

Earnings Aug 6 Estimated

Fair Value Snapshot

Bear Base Bull
$15
$16
$18
Current: $77.74 -79% vs base

Engine Room Money Flow™

Mid Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps
Total Revenue
$531.8M
24.1%%
Gross Profit
$408.4M
23.7%%
Operating Income (GAAP)
$-89.9M
-0.9%%
Operating Cash Flow
$145.7M
31.4%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Software & SaaS

Quality & Reliability Indicators

Gross Margin
76.8%
Excellent

Gross Profit / Revenue — pricing power and product moat (SaaS benchmark: >70%)

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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
1
Active Leaks
1/1
Improving
0
High Impact
1
Critical
Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

Evaluating JFrog Ltd.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
66
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
57
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 81% Coverage
Trade-Off Triangle Visualization A ternary plot showing FROG's balance between Growth (34.5%), Profitability (34.4%), and Safety (31.2%). Growth 34% Safety 31% Profitability 34%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

72th percentile vs peers
72
Key Signals
Rev Growth YoY 24.1% 81p Revenue CAGR 3Y 23.8% 75p EPS Growth YoY 2.1% 35p
Strengths
  • Rev Growth YoY in top 20% of peers (24.1%, 81th percentile)
  • Rule of 40 in top 20% of peers (50.9%, 89th percentile)
  • FCF Margin in top 20% of peers (26.8%, 86th percentile)
  • Cash Flow to Debt Ratio in top 20% of peers (4.56, 93th percentile)
Risks

No significant risks identified for this axis.

Profitability

72th percentile vs peers
72
Key Signals
Strengths
Risks
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Safety

65th percentile vs peers
65
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for JFrog Ltd..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$16.45
- - -
-78.8% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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