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OKTA 👀 관찰
Okta, Inc.
$136.45 +3.9%
· 22.82B
67.9
상승잠재력 점수

🏢 회사 소개

Okta, Inc. operates as an identity partner in the United States and internationally. It offers Single Sign-on to secure access to cloud and on-premises applications from any device; Adaptive MFA for a risk-based layer of security for an organization’s cloud, mobile, and web applications; API Access Management, which enables organizations to secure APIs as systems; Access Gateway, which extends the Okta platform to hybrid IT environments; Okta Device Access, which extends Okta platform’s secure access management to the device login experience; Universal Directory for a cloud-based system of record. The company also provides Identity Threat Protection; Identity Security Posture Management for security measures and safeguards digital assets; Okta for AI Agents to discover, register, authenticate, govern, and manage AI Agents; Identity Governance and Administration products, including Lifecycle Management, Okta Workflows, Okta Identity Governance, and Cross App Access; Advanced Server Access for continuous and contextual access management to secure cloud infrastructure; and Okta Privileged Access to reduce risk with unified access and governance management. In addition, it provides Universal Login, a standards-based login infrastructure; Attack Protection Suite to minimize risks associated with identity-targeted attacks; Adaptive MFA; Passwordless, which enables users to login without a password; Machine-to-Machine Tokens for authentication and authorization with NHIs; Private Cloud, a deployment option; Organizations, which support a large number of partners or customers; Extensibility, which enables customers to build customized identity flows; Fine Grained Authorization, which manages complex authorization scenarios; and Auth0 for AI Agents to secure and scale agentic ap

출처: Seeking Alpha Company Profile

📊 종합 점수 근거 — 67.9점

Quant 24.2 추정등급 9.7 리비전카운트 6.0 성장 8.1 수익성 8.5 밸류 5.8 셀사이드 3.7 소형틸트 2.0

🏰 경제적 해자(Moat) 신호 수익성 A-

SA Profitability 지표 기반 — 높은 마진·자본수익률·지속성은 경쟁우위(해자)의 정량 근거
매출총이익률
가격 결정력·차별화
A-77.44%섹터 49.81%▲ 5Y대비 +5%
순이익률
최종 수익성
B8.24%섹터 6.00%
자기자본이익률(ROE)
자본 효율·경쟁우위
C+3.67%섹터 7.42%
투하자본이익률(ROTC)
해자의 핵심 지표
C1.43%섹터 4.64%
총자산이익률(ROA)
자산 효율
C+2.64%섹터 3.27%
레버드 FCF 마진
현금 창출력
A+32.64%섹터 10.66%▼ 5Y대비 -6%
자산회전율
자산 활용도
D0.32x섹터 0.63x▲ 5Y대비 +29%

⭐ Quant 등급

Quant: STRONG BUY (4.84) 월가: BUY (4.22)
Quant 등급은 예측력 높은 지표에 가중을 둔 종합 정량평가. 아래 각 Factor 근거 참고.

📰 최신 뉴스 (동향)

출처: Seeking Alpha News

🧭 최신 분석 (강세·약세·해자 논거)

출처: Seeking Alpha Analysis · 헤드라인+등급(본문은 SA에서)

Factor별 근거 (지표 · 등급 · 종목값 vs 섹터중앙값)

C-

밸류 (Valuation)

C- → C- → C-
지표등급종목섹터중앙섹터대비
P/E Non-GAAP (TTM)C-37.0925.95
+43%
P/E Non-GAAP (FWD)C-34.1724.48
+40%
P/E GAAP (TTM)D95.0835.23
+170%
P/E GAAP (FWD)D80.0733.12
+142%
PEG GAAP (TTM)B-0.730.88
-18%
PEG Non-GAAP (FWD)C+1.321.38
-5%
EV / Sales (TTM)C-6.893.71
+86%
EV / Sales (FWD)D+6.453.39
+90%
EV / EBITDA (TTM)D-77.3219.90
+289%
EV / EBITDA (FWD)C-24.2514.72
+65%
EV / EBIT (TTM)D-121.4427.51
+341%
EV / EBIT (FWD)C25.1819.35
+30%
Price / Sales (TTM)D+7.733.64
+113%
Price / Sales (FWD)D+7.133.32
+115%
Price / Book (TTM)B-3.344.24
-21%
Price / Book (FWD)B3.184.87
-35%
Price / Cash Flow (TTM)C24.8118.87
+31%
Price / Cash Flow (FWD)C-27.2418.88
+44%
Dividend Yield (TTM)--1.13%-
C+

성장 (Growth)

B → C- → C+
지표등급종목섹터중앙섹터대비
Revenue Growth (YoY)C+11.75%11.49%
+2%
Revenue Growth (FWD)C10.32%11.76%
-12%
EBITDA Growth (YoY)A136.28%14.98%
+810%
EBITDA Growth (FWD)C17.18%18.14%
-5%
EBIT Growth (YoY)A+962.50%17.23%
+5487%
EBIT Growth (FWD)C16.44%20.68%
-20%
EPS Diluted Growth (YoY)A131.09%17.34%
+656%
EPS Diluted Growth (FWD)C15.05%17.02%
-12%
EPS GAAP Growth (YoY)A+2,083.33%13.34%
+15516%
EPS GAAP Growth (FWD)A+225.95%17.45%
+1195%
EPS FWD Long Term Growth (3-5Y CAGR)B25.98%18.65%
+39%
Levered FCF Growth (YoY)B-18.88%8.25%
+129%
Free Cash Flow Per Share Growth Rate (FWD)C-11.28%16.80%
-33%
Operating Cash Flow Growth (YoY)C+19.17%15.57%
+23%
Operating Cash Flow Growth (FWD)C-11.52%17.01%
-32%
ROE Growth (YoY)A-76.65%3.35%
+2185%
ROE Growth (FWD)C+6.61%5.57%
+19%
Working Capital Growth (YoY)D+-7.02%8.03%-
CAPEX Growth (YoY)C+12.50%13.89%
-10%
Dividend Per Share Growth (FWD)-NM5.94%-
1 Year Dividend Growth Rate (TTM)--4.77%-
A-

수익성 (Profitability)

A- → A- → A-
지표등급종목섹터중앙섹터대비
Gross Profit Margin (TTM)A-77.44%49.81%
+55%
EBIT Margin (TTM)C+5.67%7.54%
-25%
EBITDA Margin (TTM)C+8.91%12.01%
-26%
Net Income Margin (TTM)B8.24%6.00%
+37%
Levered FCF Margin (TTM)A+32.64%10.66%
+206%
Return on Common Equity (TTM)C+3.67%7.42%
-51%
Return on Total Capital (TTM)C1.43%4.64%
-69%
Return on Total Assets (TTM)C+2.64%3.27%
-19%
CAPEX / Sales (TTM)D-0.30%2.34%
-87%
Asset Turnover Ratio (TTM)D0.32x0.63x
-49%
Cash From Operations (TTM)A-920.00M150.15M
+513%
Cash Per Share (TTM)B+4.352.36
+84%
Net Income Per Employee (TTM)B+38.80K13.63K
+185%
B+

모멘텀 (Momentum)

C- → C+ → B+
지표등급종목섹터중앙섹터대비
3M Price PerformanceA-79.31%23.66%
+235%
6M Price PerformanceB49.08%6.21%
+690%
9M Price PerformanceB39.90%-2.11%-
1Y Price PerformanceB-33.40%12.86%
+160%
B

추정 (Revisions)

B → B+ → B
↑23 상향 / ↓13 하향최근 90일 EPS 추정
서프라이즈 +0.06최근 분기 EPS
다음 실적 8/26/2026 (Post-Market)D-56

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데이터 출처: Seeking Alpha Quant·Factor · 생성 2026-07-01