MSP360 provides backup and IT management software for Managed Service Providers (MSPs) and internal IT teams, facilitating secure data protection and endpoint management.

MSP360

NinjaOne provides easy-to-use tools, powerful automation, and fast, intuitive workflows to make technicians faster and more effective.

Eric Herrera

Sal Sferlazza

Christopher Matarese

NinjaOne

VMware, Inc. provides software solutions in the areas of modern applications, cloud management and infrastructure, networking, security, and digital workspaces in the United States and internationally. It offers VMware multi-cloud solutions, including VMware vSphere, a data center infrastructure that provides the fundamental compute layer; vSAN and VxRail, which offers holistic data storage and protection options to applications running on vSphere; and vRealize Cloud Management solutions that manages hybrid and multi-cloud environments running in virtual machines and containers, as well as VMware Cloud Foundation, a cloud platform that combines its vSphere, vSAN, and NSX with vRealize Cloud Management into an integrated stack and delivers enterprise-ready cloud infrastructure for private and public clouds. The company also provides networking solutions, such as VMware NSX, NSX Distributed and Gateway Firewalls, NSX Network Detection and Response Engine, NSX Advanced Load Balancer, Tanzu Service Mesh, and VMware SASE; security solutions consisting of VMware Carbon Black Endpoint, Workload, and Container; and digital workspace solutions comprising Workspace ONE Unified Endpoint Management, Access, Intelligent Hub, and Horizon. In addition, it offers application modernization solutions, such as Tanzu Application and Operations Platform, Tanzu Application Service Platform, Tanzu Observability, Tanzu Community Edition, and Tanzu Labs; and cloud management solutions, including vRealize Cloud Management, vCloud Suite, and CloudHealth by VMware Suite. The company sells its products through distributors, resellers, system vendors, and systems integrators. VMware, Inc. has a strategic alliance with Amazon Web Services to build and deliver an integrated hybrid solution. The company was incorporated in 1998 and is headquartered in Palo Alto, California.

Edward Wang

Diane Greene

Scott Devine

Edouard Bugnion

Mendel Rosenblum

VMware, Inc.

Microsoft Corporation develops, licenses, and supports software, services, devices, and solutions worldwide. The company operates in three segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment offers Office, Exchange, SharePoint, Microsoft Teams, Office 365 Security and Compliance, Microsoft Viva, and Skype for Business; Skype, Outlook.com, OneDrive, and LinkedIn; and Dynamics 365, a set of cloud-based and on-premises business solutions for organizations and enterprise divisions. The Intelligent Cloud segment licenses SQL, Windows Servers, Visual Studio, System Center, and related Client Access Licenses; GitHub that provides a collaboration platform and code hosting service for developers; Nuance provides healthcare and enterprise AI solutions; and Azure, a cloud platform. It also offers enterprise support, Microsoft consulting, and nuance professional services to assist customers in developing, deploying, and managing Microsoft server and desktop solutions; and training and certification on Microsoft products. The More Personal Computing segment provides Windows original equipment manufacturer (OEM) licensing and other non-volume licensing of the Windows operating system; Windows Commercial, such as volume licensing of the Windows operating system, Windows cloud services, and other Windows commercial offerings; patent licensing; and Windows Internet of Things. It also offers Surface, PC accessories, PCs, tablets, gaming and entertainment consoles, and other devices; Gaming, including Xbox hardware, and Xbox content and services; video games and third-party video game royalties; and Search, including Bing and Microsoft advertising. The company sells its products through OEMs, distributors, and resellers; and directly through digital marketplaces, online stores, and retail stores. Microsoft Corporation was founded in 1975 and is headquartered in Redmond, Washington.

Metric
Company Name	MSP360	NinjaOne	VMware, Inc.	Microsoft Corporation
Symbol			VMW	MSFT
MSH ID	COM:CLOUDBERRYLAB	COM:NINJAONE	COM:VMWARE	COM:MICROSOFT
Market	PRIVATE	PRIVATE	STOCKS	STOCKS
Sector	Technology	Software and Services	Technology	Technology
Industry	Software	Information Technology	Software - Infrastructure	Software - Infrastructure
Country	US	US	US	US
Stage		Series C	Private Equity Round
Employee Count		940	38.30K	221K
Website	cloudberrylab.com	ninjaone.com	vmware.com	microsoft.com
LinkedIn		ninjaone		microsoft
Founders

Metric
Market Cap		2.13B	61.52B	3.47T
Enterprise Value
Monthly Web Traffic	84.02K	1.24M		1.93B
Web Traffic Growth	-0.02	0.01		0.12
Valuation
Raised Capital		231.50M	150M

Metric
Revenue	13.35B	245.12B
Revenue (LTM)
Revenue (NTM)
Gross Profit	10.87B	171.01B
EBITDA	3.27B	131.72B
Operating Income	2.02B	109.43B
Net Income	1.31B	88.14B
EPS	3.11	11.86
Diluted EPS	3.09	11.80
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin	0.81	0.70
Operating Profit Margin	0.23	0.45
EBITDA Margin	0.25	0.54
Net Profit Margin	0.10	0.36
Return on Equity	0.84	0.38
Return on Assets	0.04	0.18
Return on Capital Employed	0.16	0.29

COM:CLOUDBERRYLAB

MSP360

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio	43.00	36.46
P/B Ratio	24.08	12.63
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio	4.52	14.69
EV Multiple	18.21	26.58

Metric
Days Sales Outstanding	99.19	68.69
Days Payables Outstanding	30.94	93.60
Days Inventory Outstanding		8.54
Operating Cycle	99.19	90.90
Cash Conversion Cycle	68.25	-16.37
Asset Turnover	0.42	0.49

Metric
Operating Cash Flow	4.30B	118.55B
Free Cash Flow	3.85B	74.07B
Cash Flow to Debt	0.45	2.06
Operating Cash Flow/Sales	0.37	0.48
Free Cash Flow Yield	0.08	0.02

Metric
Cash & Equivalents	5.10B	18.32B
Accounts Receivable	-218M	-7.19B
Inventory		1.25B
Goodwill	9.60B	119.22B
Debt to Capitalization	0.82	0.24
Debt to Assets	0.35	0.19
Current Ratio	0.87	1.22
Quick Ratio	0.82	1.27

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue	0.10	0.04
R&D to Revenue	0.25	0.12
SG&A to Revenue	0.09	0.04