CoverageForm 410-K10-Q8-K13D13G13F

NCNO · Ncino, Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · NCNO

Income Statement

Line itemQ1 '27Q1 '26Q3 '26Q2 '26Q1 '25Q3 '25Q2 '25Q1 '24Q3 '24Q2 '24
Revenue$159.41M$144.14M$152.16M$148.81M$128.09M$138.80M$132.40M$113.67M$121.94M$117.24M
Cost of Revenue$58.48M$57.70M$58.48M$60.69M$51.18M$53.74M$53.93M$46.19M$48.02M$48.05M
Gross Profit$100.94M$86.44M$93.69M$88.13M$76.91M$85.05M$78.47M$67.48M$73.92M$69.19M
R&D$28.86M$33.34M$29.54M$34.67M$29.98M$33.04M$34.27M$28.20M$29.04M$29.89M
SG&A$17.23M$21.64M$19.32M$25.49M$22.54M$23.11M$20.39M$17.98M$19.33M$21.93M
Total Operating Expenses$79.82M$87.95M$81.97M$97.42M$80.57M$85.88M$86.38M$76.11M$86.82M$83.98M
D&A$10.08M$10.71M$1.44M$1.46M$8.29M$1.56M$1.58M$9.13M$2.09M$2.12M
Operating Income$21.12M($1.51M)$11.72M($9.30M)($3.66M)($824.0K)($7.91M)($8.63M)($12.91M)($14.79M)
Interest Expense$4.48M$1.48M$4.33M$4.44M$1.48M$854.0K$1.04M$1.38M$854.0K$1.04M
Income Tax$1.68M$4.53M($695.0K)$1.21M($2.98M)$2.59M$1.75M$1.39M$1.78M$1.54M
Net Income$13.64M$5.56M$6.54M($15.26M)($2.98M)($5.25M)($11.04M)($11.24M)($16.38M)($15.88M)
EPS - Basic$0.13$0.05$0.06($0.13)($0.03)($0.05)($0.10)($0.10)($0.15)($0.14)
EPS - Diluted$0.12$0.05$0.06($0.13)($0.03)($0.05)($0.10)($0.10)($0.15)($0.14)

Balance Sheet

Line itemQ1 '27Q1 '26Q3 '26Q2 '26Q1 '25Q3 '25Q2 '25Q1 '24Q3 '24Q2 '24
Cash & Equivalents$102.81M$88.37M$87.59M$122.94M$120.93M$257.89M$121.41M$112.08M$100.47M$98.00M
Accounts Receivable$124.74M$166.54M$86.95M$98.47M$146.79M$65.01M$78.82M$112.97M$62.01M$80.90M
Inventory----------
Accounts Payable$15.71M$14.52M$12.53M$14.07M$13.64M$12.12M$13.14M$11.84M$12.53M$9.78M
Current Assets$267.43M$293.50M$209.22M$255.09M$302.25M$348.64M$228.75M$250.78M$190.87M$209.38M
Total Assets$1.61B$1.65B$1.56B$1.62B$1.61B$1.52B$1.41B$1.34B$1.27B$1.30B
Current Liabilities$299.86M$294.49M$208.08M$248.64M$251.51M$178.91M$210.98M$215.04M$172.97M$208.31M
Long-term Debt$253.01M---------
Total Liabilities$623.38M$579.45M$507.25M$548.85M$512.78M$423.10M$329.76M$287.83M$235.74M$270.48M
Stockholders' Equity$970.36M$1.06B$1.04B$1.06B$1.09B$1.09B$1.07B$1.05B$1.03B$1.03B
Retained Earnings($361.43M)($375.77M)($384.39M)($393.04M)($385.33M)($369.82M)($365.86M)($352.76M)($354.37M)($337.52M)

Cash Flow

Line itemQ1 '27Q1 '26Q3 '26Q2 '26Q1 '25Q3 '25Q2 '25Q1 '24Q3 '24Q2 '24
Operating Cash Flow$81.41M$54.32M--$54.44M--$31.30M--
Investing Cash Flow($614.0K)($48.30M)--($91.23M)--($1.96M)--
Financing Cash Flow($65.89M)$2.25M--$55.98M--($13.86M)--
CapEx$614.0K$1.72M--$342.0K--$1.60M--
Free Cash Flow$80.79M$52.60M--$54.10M--$29.70M--

Ratios

MetricQ1 '27Q1 '26Q3 '26Q2 '26Q1 '25Q3 '25Q2 '25Q1 '24Q3 '24Q2 '24
Profitability
Gross margin63.3%60.0%61.6%59.2%60.0%61.3%59.3%59.4%60.6%59.0%
Operating margin13.2%-1.0%7.7%-6.2%-2.9%-0.6%-6.0%-7.6%-10.6%-12.6%
EBITDA margin19.6%6.4%8.6%-5.3%3.6%0.5%-4.8%0.4%-8.9%-10.8%
Net margin8.6%3.9%4.3%-10.3%-2.3%-3.8%-8.3%-9.9%-13.4%-13.5%
Free cash flow margin50.7%36.5%--42.2%--26.1%--
FCF / Net income5.929.46---18.18---2.64--
R&D / Revenue18.1%23.1%19.4%23.3%23.4%23.8%25.9%24.8%23.8%25.5%
SG&A / Revenue10.8%15.0%12.7%17.1%17.6%16.6%15.4%15.8%15.9%18.7%
Effective tax rate11.0%44.9%-11.9%-------
Return on assets0.8%0.3%0.4%-0.9%-0.2%-0.3%-0.8%-0.8%-1.3%-1.2%
Return on equity1.4%0.5%0.6%-1.4%-0.3%-0.5%-1.0%-1.1%-1.6%-1.5%
Return on invested capital1.5%---------
Liquidity
Current ratio0.891.001.011.031.201.951.081.171.101.01
Quick ratio0.891.001.011.031.201.951.081.171.101.01
Cash ratio0.340.300.420.490.481.440.580.520.580.47
Leverage
Debt / Equity0.26---------
Debt / Assets0.16---------
Debt / EBITDA8.11---------
Interest coverage4.7x-1.0x2.7x-2.1x-2.5x-1.0x-7.6x-6.3x-15.1x-14.2x
Equity multiplier1.661.561.501.531.481.391.311.281.231.27
Liabilities / Assets0.390.350.320.340.320.280.230.210.190.21
Efficiency
Asset turnover0.100.090.100.090.080.090.090.080.100.09
Inventory turnover----------
Days sales outstanding286d422d209d242d418d171d217d363d186d252d
Days inventory outstanding----------
Days payable outstanding98d92d78d85d97d82d89d94d95d74d
Cash conversion cycle----------
Valuation
P / E145.7x427.0x444.7x-------
P / B2.0x2.4x3.0x3.0x3.6x4.0x3.5x3.4x3.1x3.5x
P / S12.0x17.3x20.3x21.6x30.3x31.1x28.5x31.0x26.0x31.0x
EV / EBITDA66.1x261.2x228.2x-813.3x5538.8x-6775.2x--
Growth
Revenue growth (YoY)10.6%12.5%9.6%12.4%12.7%13.8%12.9%20.7%74.1%76.2%
Revenue CAGR (3y)11.9%15.2%29.5%30.8%------
Revenue CAGR (5y)----------
Gross profit growth (YoY)16.8%12.4%10.2%12.3%14.0%15.1%13.4%87.2%72.8%73.2%
Operating income growth (YoY)-58.7%--17.6%57.5%93.6%46.6%44.2%30.0%-12.3%
Net income growth (YoY)145.3%---38.2%73.5%67.9%30.5%63.4%30.5%-16.1%
EPS growth (YoY)140.0%---30.0%70.0%66.7%28.6%37.5%28.6%44.0%
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)53.6%-2.8%--82.2%--322.1%--
FCF CAGR (5y)----------
Book value growth (YoY)-8.1%-3.1%-4.3%-1.7%3.8%5.8%4.5%2.5%-0.3%-1.3%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2026-01-31.

Business segments

$594.78M total
Reportable Segment$594.78M · 100.0%

Product / service

$1.01B total
License And Service$523.13M · 51.9%
Subscriptions Non Mortgage$334.04M · 33.1%
Subscriptions Mortgage$79.60M · 7.9%
Professional Services$71.65M · 7.1%

Geographic

$726.30M total
US$463.26M · 63.8%
Non Us$131.52M · 18.1%
GB$72.75M · 10.0%
Other Geographic Regions$58.77M · 8.1%

Peer comparison

Same SIC group: Services-Prepackaged Software

CompanyRevenue (last FY)Net marginROE
TEAM$5.22B-4.9%-19.1%
CRM$37.90B16.4%10.5%
NOW$13.28B13.2%13.5%
FRSH$838.81M21.9%17.8%
DDOG$3.43B3.1%2.9%

Comparing nCino against the 5 most active filers in the same SIC group.