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Okta, Inc.

NASDAQ•OKTA
CEO: Mr. Todd McKinnon
セクター: Technology
業種: Software - Infrastructure
上場日: 2017-04-07
Okta, Inc. operates as an identity partner in the United States and internationally. The company offers Okta's suite of products and services used to manage and secure identities, such as Single Sign-On that enables users to access applications in the cloud or on-premises from various devices; Adaptive Multi-Factor Authentication provides a layer of security for cloud, mobile, web applications, and data; API Access Management enables organizations to secure APIs; Access Gateway enables organizations to extend Workforce Identity Cloud; and Okta Device Access enables end users to securely log in to devices with Okta credentials. It also provides Universal Directory, a cloud-based system of record to store and secure user, application, and device profiles for an organization; Lifecycle Management enables IT organizations or developers to manage a user's identity throughout its lifecycle; Okta Identity Governance provides identity access management and identity governance solutions; Advanced Server Access offers access management to secure cloud infrastructure; Okta Privileged Access enables organizations to reduce risk with unified access and governance management for on-premises and cloud resources; and Okta Workforce Identity Workflows. In addition, the company offers Universal Login, which allows customers to provide login experience across different applications and devices; and Attack Protection, a suite of security capabilities that protects customers from different types of malicious traffic. Further, it provides Adaptive Multi-Factor Authentication, Passwordless, Machine to Machine, Private Cloud, Organizations, Actions and Extensibility, and Enterprise Connections. The company sells its products directly to customers through sales force and channel partners. The company was formerly known as Saasure, Inc. Okta, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.
連絡先情報
100 First Street, Suite 600, San Francisco, CA, 94105, United States
888-722-7871
www.okta.com
時価総額
$13.68B
PER (TTM)
60.9
45.4
配当利回り
--
52週高値
$127.57
52週安値
$68.77
52週レンジ
20%
順位44Top 53.8%
3.7
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.7 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025

財務ダッシュボード

Q4 2026 データ

売上高

$761.00M+0.00%
直近4四半期の推移

EPS

$0.36+0.00%
直近4四半期の推移

フリーCF

$286.00M+0.00%
直近4四半期の推移

2026 Annual 決算ハイライト

主なハイライト

Total Revenue Growth Revenue reached $2.919B in FY2026, showing 12% growth compared to $2.610B reported last year.
Profitability Reversal Achieved Achieved Net Income of $235M in FY2026, a strong reversal from $28M net income recorded in FY2025.
Enterprise Customer Growth Customers with ACV above $100,000 increased to 5,100, up from 4,800 in the prior fiscal year.
Strong Operating Cash Flow Operating cash flow provided $884M in FY2026, improving upon the $750M generated during the previous period.

リスク要因

Slowing Customer Expansion Dollar-based net retention rate slightly declined to 106% in FY2026 from 107% in FY2025, impacting expansion velocity.
Convertible Note Maturity $350M principal balance of 2026 Convertible Senior Notes classified as current liability due June 15, 2026.
Intense Competitive Pressure Intense competition, especially from larger players like Microsoft, may limit ability to maintain or improve competitive market position.
Macroeconomic Spending Sensitivity Future revenue growth remains vulnerable to adverse macroeconomic conditions and potential reductions in customer spending.

見通し

Focus on AI Identity Opportunity Platforms are positioned for long-term growth targeting AI agents and Non-Human Identities as new identity classes emerge.
International Business Growth International business expansion remains a key opportunity, representing 20% of total revenue in fiscal 2026.
Specialized Go-to-Market Strategy specialized sales teams to better align with distinct IT security and developer buying centers for better engagement.
Leveraging Partner Ecosystem Plan to leverage partner ecosystem, including system integrators, to drive specialized sales growth and market scale.

同業比較

売上高 (TTM)

KSPI stock ticker logoKSPI
$7.03B
+53.3%
GDDY stock ticker logoGDDY
$4.95B
+8.3%
GEN stock ticker logoGEN
$4.73B
+21.5%

粗利益率 (最新四半期)

NTNX stock ticker logoNTNX
87.4%
+0.9pp
BSY stock ticker logoBSY
81.9%
+0.1pp
FFIV stock ticker logoFFIV
81.5%
-0.1pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
FFIV$16.26B23.420.3%8.0%
KSPI$14.16B6.459.0%4.2%
GEN$13.94B23.125.6%53.1%

長期トレンド

直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
3.4%
緩やかな成長
4四半期純利益CAGR
0.5%
収益性の緩やかな改善
キャッシュフロー安定性
100%
優れたキャッシュフローの実績

深度リサーチ

次回決算:2026年5月25日
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EPS:-
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売上高:-
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書
直近12ヶ月
データなし