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Jamf Holding

NSQ:JAMF · US47074L1052
SoftwareMedium

360

8
Medium confidence — indicative
EV / EBIT55
Price / Owner Earnings5
Owner Earnings Yield29
Dividend Yield1
Price/Sales60
EV / Gross Profit77
Price/Book58
Return on Capital23
Cash Return on Capital27
Return on Equity25
EBIT Margin24
Gross Profitability30
Accruals22
Owner Earnings Margin29
Sales growth77
Profit growth15
Reinvestment23
Price momentum72
Debt load34
Refinancing19
Debt Payback9
Liquidity29
Analyst ratings10
Expectations trend50
Market mood47
Value Creation14/20strong value creator
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Jamf Holding generates returns well above its cost of capital, the foundation of durable shareholder value.

Profile

CountryUSA
IndustrySoftware
SizeMedium
TypePrivate Company
ExchangeNASDAQGM
Founded2017
Websitejamf.com
ISINUS47074L1052
Last UpdateApr 2, 2026
Indices
NASDAQ (USA)
Themes
Identity and Access ManagementAuthorization and Access ControlEndpoint Security IntegrityNetwork SecuritySSO and Password ManagementEdTechSoftware DevelopmentAuthenticationEndpoint Integrity AssuranceMobile Development Tools

Description

Jamf Holding Corp. (Jamf), and its wholly owned subsidiaries, manages and secures Apple at work. The company is the only organization in the world that provides a complete management and security solution for an Apple-first environment that is desig…

Analysis

Weak and unloved

Jamf Holding Corp. scores below average on quality and is priced accordingly, a low-conviction position in either direction.

On valuation, the picture is expensive. The owner-earnings multiple stands at 331.9×; owner earnings: the cash an owner could take out each year.

Growth is mixed; the safety picture is stretched. The company scores 14/20 on our value-creation score: strong value creator. Analyst sentiment is cautious.

Flags to be aware of: The financial cushion is thinner than comfortable. A large part of the company's book value is the price paid for past acquisitions. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
59
2023202420252026

All-time high

89

Jan 2023

All-time low

4

Jan 2024

Average rank

50

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
60
74
67
48
Price/Earnings
61
78
39
14
Price/Book
58
60
64
54
Dividend Yield
1
1
1
1
Value (overall)
57
73
59
43

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →