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ASAN stock ticker logo

Asana, Inc.

NYSE•ASAN
CEO: Mr. Dustin A. Moskovitz
セクター: Technology
業種: Software - Application
上場日: 2020-09-30
Asana, Inc., together with its subsidiaries, operates a work management platform for individuals, team leads, and executives in the United States and internationally. Its platform helps organizations to orchestrate work from daily tasks to cross-functional strategic initiatives; manage work across a portfolio of projects or workflows, see progress against goals, identify bottlenecks, resource constraints, and milestones; and communicate company-wide goals, monitor status, and oversee work across projects and portfolios to gain real-time insights. The company serves customers in various industries, such as technology, retail, education, non-profit, government, healthcare, hospitality, media, manufacturing, professional services, and financial services. The company was formerly known as Smiley Abstractions, Inc. and changed its name to Asana, Inc. in July 2009. Asana, Inc. was incorporated in 2008 and is headquartered in San Francisco, California.
連絡先情報
633 Folsom Street, Suite 100, San Francisco, CA, 94107, United States
415-525-3888
asana.com
時価総額
$1.88B
PER (TTM)
-10.0
36.1
配当利回り
--
52週高値
$19.00
52週安値
$6.51
52週レンジ
11%
順位51Top 71.3%
3.0
F-Score
改良版 Piotroski 分析
7年ファンダメンタル
弱い • 3 / 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: 2019-2025

財務ダッシュボード

Q4 2026 データ

売上高

$205.57M+0.00%
直近4四半期の推移

EPS

-$0.14+0.00%
直近4四半期の推移

フリーCF

$26.40M+0.00%
直近4四半期の推移

2026 Q3 決算ハイライト

主なハイライト

Quarterly Revenue Growth Revenues increased 9% to $201.0M for the three months ended October 31, 2025, driven by new customers and higher priced plans.
Net Loss Narrowed Nine-month net loss improved by $36.4M to $(156.8M) for 2025, resulting in diluted EPS of $(0.66) versus $(0.84) previously.
Core Customer Base Expansion Core customers grew to 25,413, contributing 76% of Q3 2025 revenue, showing strong adoption within key accounts.
Deferred Revenue Growth Current deferred revenue increased to $304.6M as of October 31, 2025, reflecting strong upfront billing for subscription services.

リスク要因

Significant Impairment Charge Recorded a $30.7M impairment charge on ROU assets due to sublease execution, impacting current period results.
G&A Expense Surge General and administrative expenses rose 106% ($38.4M) in Q3 2025, primarily due to the $30.7M impairment charge recognized.
Growth Rate Deceleration Risk Prior high growth rates are not indicative of future performance; success depends on attracting new users and expanding platform adoption.
Competitive Technology Threats Ability to compete requires continuous technology development, including successful deployment of AI features, facing established competitors.

見通し

Focus on Long-Term Growth Strategy prioritizes long-term growth over near-term profitability; expect continued investment in sales, marketing, and R&D.
R&D Investment Continuation Expect research and development expenses to increase in dollar amount, focusing on platform enhancement and AI integration.
Liquidity Position Strong Current cash and marketable securities of $463.6M, plus credit facility availability, expected to meet working capital needs for 12 months.
Restructuring Charges Finalized Recorded $6.7M in restructuring charges related to the 2025 plan; company does not expect further material charges.

同業比較

売上高 (TTM)

RUM stock ticker logoRUM
$100.62T
+105376617.3%
KC stock ticker logoKC
$1.25B
+25.1%
BLKB stock ticker logoBLKB
$1.13B
-2.3%

粗利益率 (最新四半期)

YOU stock ticker logoYOU
146.0%
+2.4pp
ASAN stock ticker logoASAN
87.8%
-0.3pp
FRSH stock ticker logoFRSH
85.6%
+0.7pp

主要指標

銘柄コード
時価総額
PER (TTM)
ROE (TTM)
負債比率
OS$6.33B-89.1-10.9%1.4%
YOU$4.55B18.5172.9%0.0%
KC$3.24B-23.0-16.4%34.1%

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
3.2%
緩やかな成長
4四半期純利益CAGR
N/M
収益構造の変化
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3月9日
|
EPS:$0.07
|
売上高:$205.13M
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