OOMA INC · Data processing and cloud

OOMA

Low riskNext report: Around Dec 7 (est.)

View price ↗

The short version

A profitable company with growing sales. Institutions are adding.

Going well

Sales up 25% in the latest quarter vs a year ago
Profitable
Brings in more cash than it spends

Money moves

No insider buying or selling in the last 30 days
Institutions added 5.8% to their holdings in the quarter ending June 2026 (102 bought, 54 sold)

Facts from SEC filings, not a recommendation.

What the price means

Price as of Oct 26

$19.97+0.8% that day

Company value: $551M; Share price times all shares
Price vs profit (P/E): 52.6x; You pay about $53 for each $1 of yearly profit
Price vs sales: 1.8x; Company value is 1.8 times a year of sales
Cash vs value: 3%; Cash as a share of company value
Debt vs value: 9%; Debt as a share of company value

From OOMA's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.

The business over time

Last 12 quarters, from SEC filings

Sales, Jul '26

$83.2M+25% vs a year earlier

Oct '23Tap a barJul '26

Last 12 months: $306.6M, up 17% from the 12 months before. Over 5 years, sales grew about 10% a year.

What the price assumes

Your guesses, our math

Move the sliders to your own view of OOMA. Starting points are the company's recent numbers.

Sales growth+17% a yearRecently: +17% a yearProfit margin4%Last 12 months: 3.6%P/E at the end40xToday: 52.6x. Many steady companies trade at 12x to 25xShare count change+5% a yearBelow zero means buybacks; above zero means new shares (dilution)

Sales in 5 years$672M

Profit in 5 years$27M

Price these guesses point to$30.53+53% vs $19.97 todayAbout +8.9% a year, before dividends

What today's price needs: with a 4% margin and a 40x P/E, sales would have to grow about 7.5% a year for 5 years just to match today's price.

Simple math on your guesses, not a forecast or a price target. Real results depend on many things these sliders leave out.

Price

Price chart by TradingView.

Business quality

The checklist Warren Buffett-style investors use. Annual numbers for 2025.

2/7Weak

MissReturn on equity 15%+Earns a lot on the money owners have in the business.7.3%
MissDebt under half of equityNot relying on borrowed money.0.55x equity
MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.2.4%
MissProfitable every yearSteady profits, not one good year.1 of 10 years
PassFree cash flow positiveBrings in more cash than it spends to run and grow.$22.1M
MissShare count not growingNot diluting owners. Falling means buybacks.+14.7% in 3 years
PassGross margin 40%+Pricing power: sells for well above what it costs to make.61.1%

Revenue: $273.6M; +6.5% vs prior year
5-year growth: +10.1%/yr; revenue, per year
Total debt: $51.5M; 0.55x equity
Current ratio: 0.93x; short-term assets / bills due

From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.