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Okta Inc (OKTA)

IT Services
Tecnología
growth
cíclico

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 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.

Precio Actual

$85.89
-0.01% vs día anterior

Capitalización

15B

Desviación

-10.08%

Y/Y Growth

10%

EBIT Margin

26.7%

ROIC

-16%

PEG Ratio

0.03

ROE

-14.7%

3Y EPS Growth

859.4%

Net Debt / EBITDA

-3x
Esta empresa tiene una posición de caja neta (más efectivo que deuda).

Proyecciones CAGR

Proyecciones de tasa de crecimiento anual compuesta basadas en diferentes modelos de valoración. CAGR EV/FCF es la métrica principal.

CAGR EV/FCF
6.6%
CAGR EV/FCF (2025):
11.2%
CAGR Prom.:
5.1%
CAGR P/E:
3.6%
CAGR EV/EBITDA: 6.5%
CAGR EV/EBIT: 3.9%
Precio de compra para +15%:
$55.63

Múltiplos de Valoración

Múltiplos de valoración utilizados para las estimaciones de CAGR y precios objetivo.

P/E
23x
(Fair: 1,727x)
EV/FCF
20x
EV/EBITDA
18x
EV/EBIT
18x

Gráfico de Evolución del Precio

Precios Objetivo FCF

Precios futuros estimados de la acción basados en proyecciones de flujo de caja libre.

Calculadora de Sensibilidad

Compara el CAGR de tu valoración con el que resultaría al aplicar diferentes múltiplos (LTM y Fair P/E).

Mercado LTM P/E
77x
Fair P/E
1,727x
CAGR EV/FCF
Tu Múltiplo: 20x
6.6%
39.5%
159.9%
CAGR P/E
Tu Múltiplo: 23x
3.6%
31.9%
145.8%
Tu CAGR
CAGR con LTM
CAGR con Fair P/E

Notas

Rendimiento Histórico vs. Índices

Rendimiento anual (YTD) de la acción comparado con índices y materias primas de referencia.

Media vs. Bitcoin
-162.52%
Media vs. Gold
+17.53%
Media vs. Bono USA 7-10y
+33.89%
Media vs. Bono USA 1-3y
+33.40%
Media vs. Bono USA 20+y
+35.56%
Media vs. Dow Jones
+22.47%
Media vs. S&P 500
+18.84%
Media vs. NASDAQ 100
+12.65%
Media vs. MSCI World
+21.22%
Media vs. Russell 2000
+25.06%
Media vs. STOXX Europe 600
+27.51%
Rendimiento anual de cada inversión. La línea discontinua marca el 0% (punto de equilibrio).
Año
Rendimiento OKTA
Rendimiento Bitcoin
Rendimiento vs. Bitcoin
Rendimiento Gold
Rendimiento vs. Gold
Rendimiento Bono USA 7-10y
Rendimiento vs. Bono USA 7-10y
Rendimiento Bono USA 1-3y
Rendimiento vs. Bono USA 1-3y
Rendimiento Bono USA 20+y
Rendimiento vs. Bono USA 20+y
Rendimiento Dow Jones
Rendimiento vs. Dow Jones
Rendimiento S&P 500
Rendimiento vs. S&P 500
Rendimiento NASDAQ 100
Rendimiento vs. NASDAQ 100
Rendimiento MSCI World
Rendimiento vs. MSCI World
Rendimiento Russell 2000
Rendimiento vs. Russell 2000
Rendimiento STOXX Europe 600
Rendimiento vs. STOXX Europe 600
2025
YTD en Vivo
8.96%-1.40%+10.36%57.46%-48.50%4.29%+4.66%0.99%+7.97%0.69%+8.27%13.12%-4.17%16.85%-7.89%22.29%-13.33%20.22%-11.26%12.99%-4.03%13.34%-4.38%
2024
-9.43%110.77%-120.20%26.96%-36.38%-3.73%-5.70%0.05%-9.47%-11.17%+1.74%12.80%-22.23%24.01%-33.44%30.78%-40.20%17.88%-27.31%10.80%-20.22%5.50%-14.93%
2023
30.17%153.66%-123.49%11.76%+18.41%-0.15%+30.31%0.98%+29.18%-2.54%+32.71%13.74%+16.42%24.73%+5.44%44.52%-14.36%21.92%+8.24%15.78%+14.38%11.67%+18.49%
2022
-69.31%-65.23%-4.09%0.78%-70.09%-15.93%-53.38%-5.00%-64.31%-31.00%-38.31%-9.40%-59.92%-19.95%-49.36%-33.89%-35.42%-19.70%-49.61%-22.50%-46.81%-13.29%-56.03%
2021
-10.57%60.33%-70.90%-6.24%-4.34%-4.15%-6.42%-0.98%-9.59%-5.94%-4.64%20.23%-30.80%28.79%-39.36%23.20%-33.78%21.22%-31.79%15.39%-25.96%21.66%-32.24%
2020
116.74%301.93%-185.18%23.90%+92.84%8.33%+108.42%2.02%+114.72%15.12%+101.62%6.02%+110.72%15.29%+101.45%41.75%+74.99%12.94%+103.80%18.48%+98.26%-4.64%+121.38%
2019
82.37%88.85%-6.48%17.78%+64.60%5.55%+76.82%1.20%+81.18%10.91%+71.46%21.91%+60.46%28.34%+54.04%34.60%+47.77%25.23%+57.15%23.05%+59.32%23.42%+58.96%
2018
141.12%-71.79%+212.91%-3.12%+144.23%-0.97%+142.09%-0.24%+141.36%-3.17%+144.29%-6.03%+147.15%-7.01%+148.13%-5.30%+146.42%-11.16%+152.28%-13.00%+154.12%-13.42%+154.54%
2017
8.93%1,184.56%-1,175.63%11.93%-3.00%0.76%+8.17%-0.63%+9.56%6.03%+2.90%24.33%-15.40%18.42%-9.48%27.16%-18.22%19.45%-10.52%12.45%-3.52%7.16%+1.77%
2016
N/A109.91%N/A6.53%N/A-1.15%N/A-0.02%N/A-1.91%N/A15.24%N/A11.24%N/A9.79%N/A6.53%N/A22.42%N/A1.33%N/A
Media33.22%187.16%-162.52%14.77%+17.53%-0.71%+33.89%-0.16%+33.40%-2.30%+35.56%11.20%+22.47%14.07%+18.84%19.49%+12.65%11.45%+21.22%9.59%+25.06%5.27%+27.51%

Historial de Valoración

Historial de cambios significativos en los factores de valoración y precios objetivo a lo largo del tiempo. Los valores resaltados indican un cambio respecto a la valoración anterior.

Fecha de Valoración
Y/Y Growth
EBIT Margin
Net Debt/EBITDA
P/E
EV/FCF
EV/EBITDA
EV/EBIT
Objetivo 2025
Objetivo 2026
Objetivo 2027
Objetivo 2028
Objetivo 2029
12/1/202510%26.7%-3x23x(1,727x)20x18x18x$95.52$98.45$105.17$108.47$111.89
9/29/20259.9%26.6%-3x25x(28x)25x18x18x$116.06$119.23$127.20$130.96$134.84

Análisis de Outperformance

Rendimiento histórico vs índices principales y métricas de consistencia

Outperformance Promedio vs Índices

Rendimiento promedio comparado con los principales índices del mercado

Outperformance
Underperformance

Evolución del Rendimiento Año a Año

Rendimiento histórico con marcadores de mejores y peores años

🏆Best Year
2018
+141.12%
📉Worst Year
2022
-69.31%

Consistencia de Rendimiento

Porcentaje de años con rendimientos positivos

67%
6 of 9 years positive
Consistency ScoreGood
0%50%70%100%

OKTA shows moderate consistency with positive returns in 67% of years.