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Nutanix

NTNX
65
Software - Infrastructure · Technology
Also trades as: 0K9O.L GBP 0.71 (+2.89%)
Price
$70.58
+1.03 (+1.48%)
Market Cap
$19.10B
Exchange
NASDAQ
Winston Score
65
Winston is curious
A decent business — some strong pillars, some weaker.
Data as of Oct 24, 2026 · filings through Jul 31, 2026

§How the score breaks down

Quality
Good
19/30
Growth
Exceptional
19/20
Cash Flow
Strong
7/10
Stability
Good
6/10
Valuation
Good
5/10
Ownership
Mixed
6/15
Dividends
Not counted
n/a

62 of 95 counted points = Winston Score 65. Pillars marked n/a do not apply to this company and are left out of the total.

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Share count rising — dilution

+32.7% over 4y

The company has issued more shares over this period, which dilutes each existing shareholder’s stake.

Diluted shares outstanding: 220.5M (2022) → 292.7M (2026)

§Winston Score History

The full picture

Nutanix makes software that helps businesses run their computer systems more efficiently. Instead of buying lots of separate hardware and software from different companies, Nutanix bundles storage, computing, and networking into one simplified system called hyperconverged infrastructure (HCI). Its customers are mostly large companies and government agencies that need to manage big, complex IT environments across private data centers and public clouds.

Nutanix earns money primarily through software subscriptions and support contracts, which it sells directly and through partners like Dell and Lenovo. The company operates globally, with a strong presence in North America, Europe, and Asia-Pacific, and generates over $2 billion in annual revenue. Its main competitive advantage is how deeply its software gets embedded into a customer's IT operations, making it costly and disruptive to switch to a rival. The key growth driver is the ongoing shift toward hybrid cloud computing, though Nutanix faces stiff competition from VMware (now owned by Broadcom) and major cloud providers like AWS and Microsoft Azure.

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Growth Profile

When traditional metrics don't capture the full picture, these are the signals growth stock investors use instead.

Revenue Growth

+15.9% YoY

YoY Growth Rate

Steady revenue growth

Reported EPS Growth

>+1,000% YoY

Quarterly reporting periods ended:

31 Jul 2025: $0.14

31 Jul 2026: $4.69

Reported/statutory EPS, not adjusted or underlying earnings. One-off items can affect this figure. Provider rounding can affect the growth rate.

YoY Growth Rate

Reported EPS increased year over year

R&D Spend

$791M/ year

↑ Rising (+7% vs prior year)

27.7% of revenue

1.8x the sector average (15%)

Investing heavily in future products and technology

Insider Activity

2.5%ownership

→ Flat

Insider ownership roughly steady over the past year

Cash Position

Cash flow positive

$2.4B cash & investments

Quarterly Free Cash Flow

↑ Burn rate improving

Company generates more cash than it spends — no dilution risk from fundraising

Heavy R&D investment

Nutanix is putting 28% of revenue into R&D and that number is rising. That's 1.8x the sector average. And they're generating enough cash to self-fund it.

The Winston Score above measures business quality today. Growth stocks often score lower because they invest in the future rather than maximising current profits. These metrics show what matters most for evaluating that future.

Score breakdown

Every number that matters to educated investors.

Each metric is explained in plain language so you know exactly what you're looking at. Start your free trial now.

Quality

Profit per sale
Gross Margin
86.0%
Premium pricing power — 86.0% gross margin
Profit after running costs
Operating Margin
8.6%
Modest — 8.6% operating margin
Return on the money invested
ROCE
12.3%
Good — 12.3% return on capital

ROIC between 5% and 15%. They earn 5 to 15 cents back per year on every dollar invested.

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Growth

Sales growth
Sales YoY
+12.4%
Fast-growing sales (+12.4% YoY)
Profit growth
EPS YoY
+695.7%
Earnings growing fast (+695.7% YoY)

Earnings growing 25%+ a year. The compounder zone.

How steady the profit is
EPS Consistency
8/8 quarters
Every recent quarter grew earnings vs last year

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Cash Flow

Profit that turns into cash
Cash Conversion
61%
Modest — 61% of profit becomes cash
Spare cash per sale
FCF Margin
29.5%
Converts sales into free cash efficiently (29.5%)

Free cash flow margin above 20%. Out of every $100 in sales, more than $20 is real cash they keep.

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Stability

What it owes vs what it owns
Debt / Equity
2.16
Heavy debt load (2.16)
Covers its interest
Interest Cover
30.50x
Comfortably covers interest (30.5x)

Interest coverage above 8. Profits cover interest many times over.

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Valuation

Price vs profit
P/E Ratio (TTM)
12.7x
Attractive valuation — P/E 12.7

P/E in the normal range. Price is roughly $15 for every $1 of yearly profit.

Cheaper or dearer next year
P/E vs Forward
-18.9
SLOWING
Earnings expected to fall — forward P/E higher than today

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Dividends

Not applicable for this business.
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