Vmware Inc. - Class A


Market Cap$61.52B

Compare Vmware

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Vmware Inc. - Class AVmware Inc. - Class A43.10%56%4.64.1
marketMarket Avg49.61.28%30%6.11.1
TechnologyTechnology Avg19.80.64%48%10.60.9

Earnings Call Q6 2023

February 24, 2022 - AI Summary

VMware reported solid Q4 and fiscal year 2022 results, with revenue of $3.53 billion for the quarter and $12.85 billion for the full year, representing a 7% and 9% increase respectively from the previous year.
The company is focused on capturing the opportunity in the multi-cloud era and becoming the leading platform vendor. They aim to make all major products available as subscription or SaaS offerings by the end of fiscal year 2023.
Subscription and SaaS revenue accounted for 25% of total revenue in fiscal year 2022, reaching $3.2 billion. VMware expects subscription and SaaS revenue to exceed $4 billion in fiscal year 2023.
VMware's multi-cloud capabilities are centered around three customer solution areas: accelerating application transformation, modernizing enterprise workloads, and delivering an Anywhere Workspace for distributed workforces.
The company highlighted strong customer interest in their Tanzu application platform, which became generally available in Q4. They also saw growth in cloud infrastructure solutions such as VMware Cloud and NSX networking.
VMware provided guidance for fiscal year 2023, expecting total revenue of $13.75 billion, an increase of 7% compared to fiscal year 2022. They anticipate non-GAAP earnings per share of $6.97 and cash flow from operations of $4.2 billion for the year.

Current Fair Value

6% upside

Undervalued by 6% based on the discounted cash flow analysis.

Share Statistics

Market cap$61.52 Billion
Enterprise Value$65.17 Billion
Dividend Yield$0.0 (0.0%)
Earnings per Share$3.31
Outstanding Shares431,800,000
Avg 30 Day Volume742,797


Return on Equity-
Return on Assets-
Return on Invested Capital-

Valuation & Multiples

P/E Ratio43.14
Price to Sales4.6
Price to Book Ratio28.5
Enterprise Value to Revenue4.79
Enterprise Value to EBIT34.21
Enterprise Value to Net Income45
Total Debt to Enterprise0.16
Debt to Equity4.1

Revenue Sources

No data

ESG Score

No data

About Vmware Inc.

31,000 employees
CEO: Patrick Gelsinger

VMware software powers the world’s complex digital infrastructure. The company’s cloud, app modernization, networking, security, and digital workspace offerings help customers deliver any application on any cloud across any device. Headq...