
SolarWinds Corporation (SWI)
ValueMarkers Composite Index
403% above intrinsic value ($4)
SolarWinds Corporation (SWI) — VMCI valuation read
The headline on SolarWinds Corporation (SWI) is a 51/100 VMCI score, set against a Technology sector median of 50. That 1-point above-median read reflects the five-pillar weighting and, for a mid-cap name, suggests a relative-value tailwind is in the data.
SWI insider activity report: 0 buys, 0 sells filed via Form 4 over the past 30 days. The next datable items are the 10-Q schedule and any 8-K-triggering events; both feed the VMCI Integrity pillar more than the price tape.
**Investor frame.** SWI trades at 21.0x earnings, 17% above the Technology median of 18.0x sets the value side. ROIC of 15.0% sits 5.0pp above the Technology median (10.0%) sets the quality side. Net debt to EBITDA of -2.3x leaves covenant headroom sets the risk side, the three lines a value buyer reads first on SWI.
SWI rose 3.8% over the trailing 7 days, with a +4.5% read on a 30-day basis.
SolarWinds Corporation provides information technology (IT) management software products in the United States and internationally. The company offers a portfolio of solutions to technology professionals for monitoring, managing, and optimizing networks, systems, desktops, applications, storage, databases, website infrastructures, and IT service desks. It provides a suite of network management software that offers real-time visibility into network utilization and bandwidth, as well as the ability to detect, diagnose, and resolve network performance problems; and a suite of infrastructure management products, which monitor and analyze the performance of applications and their supporting infrastructure, including websites, servers, physical, virtual and cloud infrastructure, storage, and databases. The company also provides a suite of application performance management software that enable visibility into log data, cloud infrastructure metrics, applications, tracing, and web performance management; and service management software that offers ITIL-compliant service desk solutions for various companies. It markets and sells its products directly to network and systems engineers, database administrators, storage administrators, DevOps, SecOps, and service desk professionals. The company was formerly known as SolarWinds Parent, Inc. and changed its name to SolarWinds Corporation in May 2018. SolarWinds Corporation was founded in 1999 and is headquartered in Austin, Texas.
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