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Company Analysis

Atlassian Corporation TEAM

A comprehensive view of key metrics, scores, and financial health for Atlassian Corporation

Overview of Atlassian Corporation

TEAM NMS
Technology Software - Application Framework: Software & SaaS Large Cap
Atlassian Corporation (TEAM), is a Large Cap company, in the Software - Application industry, last closed at $187.08, about 43.9% overvalued vs fair value, +19.8% 1Y return, placing in the top 25% of its sector.
Metrics Rev Growth 26.0% ROE -4.5% Gross Margin 84.8%
USD 187.08
-2.42%
(Delayed)
• Vol 90d: 79.6%
52-Week Range
Market Cap
$47.36B
Enterprise Value
$47.11B
Overall Score
View breakdown
Overall
Growth
Good
Profitability
Good
Health
Fair
Efficiency
Good
Valuation
Fair
Growth
Good
Profitability
Good
Health
Fair
Efficiency
Good
Valuation
Fair
Completeness: 88%
Confidence: 92%
Updated: Oct 31
Top Beats

Quick Facts

Website https://www.atlassian.com
HQ Sydney, NSW
Employees 13,813
Fiscal year Jun 30

Next Events

Earnings Nov 5 Call: Nov 5

Fair Value Snapshot

Bear Base Bull
$95
$105
$116
Current: $187.08 -44% vs base

Engine Room Money Flow™

Large Cap

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

Flow Steps
Total Revenue
$6.6B
26%%
Gross Profit
$5.6B
29%%
Operating Income (GAAP)
$10.4M
107.9%%
Operating Cash Flow
$1.4B
-7.3%%
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
84.8%
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.
4
Active Leaks
2/4
Improving
1
High Impact
2
Critical
Locked Leak
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Locked Leak
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Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

Evaluating Atlassian Corporation's durable competitive advantages across 6 defense dimensions

Overall Moat Strength
63
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Premium Software Margins Gross margin quality is strong versus peers (score 0.72), consistent with premium software economics.
  • Consistent Subscription Growth Revenue consistency is strong (score 0.90), pointing to a sticky customer base.

Key risks

  • FCF Trend Is Softening FCF trend is weak (score 0.25), suggesting cash scalability is deteriorating.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Strong
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Recurring Revenue Stickiness

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Signals, strengths and risks for Innovation Engine

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Signals, strengths and risks for Cash Scalability

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Balance Sheet Resilience

Trade-Off Ledger™

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

Software SaaS vs Industry Peers 96% Coverage
Trade-Off Triangle Visualization A ternary plot showing TEAM's balance between Growth (36.2%), Profitability (38.2%), and Safety (25.6%). Growth 36% Safety 26% Profitability 38%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

71th percentile vs peers
71
Key Signals
Rev Growth YoY 26.0% 78p Revenue CAGR 3Y 23.0% 78p Def Rev Growth 7.3% 49p Buyback % -3.6% 86p EPS Growth YoY 38.9% 57p
Strengths
  • Gross Profit Margin in top 20% of peers (84.8%, 90th percentile)
  • Rule of 40 in top 20% of peers (46.1%, 84th percentile)
  • Growth above peer median with strong metric coverage (88%)
  • Consistently strong margins across 3 metrics
Risks

No significant risks identified for this axis.

Profitability

74th percentile vs peers
75
Key Signals
Strengths
Risks
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Safety

50th percentile vs peers
50
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Atlassian Corporation.

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
$105.01
- - -
-43.9% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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