CoverageForm 410-K10-Q8-K13D13G13F

OKTA · Okta, 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 · OKTA

Income Statement

Line itemQ1 '26Q3 '26Q2 '26Q1 '25Q3 '25Q2 '25Q1 '24Q3 '24Q2 '24Q1 '23
Revenue$688.00M$742.00M$728.00M$617.00M$665.00M$646.00M$518.00M$584.00M$556.00M$414.94M
Cost of Revenue$155.00M$170.00M$168.00M$148.00M$157.00M$155.00M$142.00M$145.00M$149.00M$131.16M
Gross Profit$533.00M$572.00M$560.00M$469.00M$508.00M$491.00M$376.00M$439.00M$407.00M$283.78M
R&D$154.00M$160.00M$160.00M$163.00M$158.00M$164.00M$163.00M$165.00M$172.00M$161.65M
SG&A$103.00M$118.00M$113.00M$117.00M$110.00M$108.00M$110.00M$111.00M$119.00M$109.34M
Total Operating Expenses$494.00M$549.00M$519.00M$516.00M$524.00M$510.00M$536.00M$550.00M$569.00M$523.47M
D&A----------
Operating Income$39.00M$23.00M$41.00M($47.00M)($16.00M)($19.00M)($160.00M)($111.00M)($162.00M)($239.69M)
Interest Expense$2.00M$1.00M$1.00M$2.00M$2.00M$1.00M$3.00M$2.00M$2.00M$2.87M
Income Tax$6.00M$7.00M$0$18.00M$9.00M($17.00M)$4.00M$7.00M$7.00M$1.86M
Net Income$62.00M$43.00M$67.00M($40.00M)$16.00M$29.00M($119.00M)($81.00M)($111.00M)($242.71M)
EPS - Basic$0.36$0.24$0.38($0.24)$0.09$0.18($0.74)($0.49)($0.68)($1.56)
EPS - Diluted$0.35$0.24$0.37($0.24)$0.00$0.15($0.74)($0.49)($0.68)($1.56)

Balance Sheet

Line itemQ1 '26Q3 '26Q2 '26Q1 '25Q3 '25Q2 '25Q1 '24Q3 '24Q2 '24Q1 '23
Cash & Equivalents$858.00M$645.00M$876.00M$409.00M$310.00M$515.00M$334.00M$400.00M$356.00M$264.00M
Accounts Receivable$687.00M$463.00M$417.00M$621.00M$463.00M$377.00M$559.00M$418.00M$388.00M$481.00M
Inventory----------
Accounts Payable$12.00M$13.00M$12.00M$13.00M$12.00M$11.00M$12.00M$11.00M$13.00M$12.00M
Current Assets$3.64B$3.20B$3.57B$3.42B$3.00B$3.04B$2.98B$2.73B$2.69B$3.23B
Total Assets$9.71B$9.23B$9.55B$9.44B$9.01B$9.07B$8.99B$8.74B$8.71B$9.31B
Current Liabilities$2.55B$2.18B$2.65B$2.52B$2.23B$1.66B$1.78B$1.54B$1.46B$1.47B
Long-term Debt----------
Total Liabilities$2.71B$2.34B$2.80B$3.03B$2.75B$2.93B$3.10B$3.01B$3.07B$3.84B
Stockholders' Equity$7.00B$6.89B$6.75B$6.41B$6.26B$6.13B$5.89B$5.73B$5.64B$5.47B
Retained Earnings($2.57B)($2.63B)($2.67B)($2.80B)($2.83B)($2.84B)($2.83B)($2.79B)($2.71B)($2.48B)

Cash Flow

Line itemQ1 '26Q3 '26Q2 '26Q1 '25Q3 '25Q2 '25Q1 '24Q3 '24Q2 '24Q1 '23
Operating Cash Flow$241.00M--$219.00M--$129.00M--$18.83M
Investing Cash Flow($120.00M)--($194.00M)--$59.00M--($88.34M)
Financing Cash Flow($45.00M)--($37.00M)--($326.00M)--$5.38M
CapEx$1.00M--$1.00M--$0--$5.33M
Free Cash Flow$240.00M--$218.00M--$129.00M--$13.50M

Ratios

MetricQ1 '26Q3 '26Q2 '26Q1 '25Q3 '25Q2 '25Q1 '24Q3 '24Q2 '24Q1 '23
Profitability
Gross margin77.5%77.1%76.9%76.0%76.4%76.0%72.6%75.2%73.2%68.4%
Operating margin5.7%3.1%5.6%-7.6%-2.4%-2.9%-30.9%-19.0%-29.1%-57.8%
EBITDA margin----------
Net margin9.0%5.8%9.2%-6.5%2.4%4.5%-23.0%-13.9%-20.0%-58.5%
Free cash flow margin34.9%--35.3%--24.9%--3.3%
FCF / Net income3.87---5.45---1.08---0.06
R&D / Revenue22.4%21.6%22.0%26.4%23.8%25.4%31.5%28.3%30.9%39.0%
SG&A / Revenue15.0%15.9%15.5%19.0%16.5%16.7%21.2%19.0%21.4%26.4%
Effective tax rate8.8%14.0%0.0%-36.0%-141.7%----
Return on assets0.6%0.5%0.7%-0.4%0.2%0.3%-1.3%-0.9%-1.3%-2.6%
Return on equity0.9%0.6%1.0%-0.6%0.3%0.5%-2.0%-1.4%-2.0%-4.4%
Return on invested capital----------
Liquidity
Current ratio1.431.471.351.351.341.831.671.771.842.20
Quick ratio1.431.471.351.351.341.831.671.771.842.20
Cash ratio0.340.300.330.160.140.310.190.260.240.18
Leverage
Debt / Equity----------
Debt / Assets----------
Debt / EBITDA----------
Interest coverage19.5x23.0x41.0x-23.5x-8.0x-19.0x-53.3x-55.5x-81.0x-83.6x
Equity multiplier1.391.341.411.471.441.481.531.531.541.70
Liabilities / Assets0.280.250.290.320.300.320.340.340.350.41
Efficiency
Asset turnover0.070.080.080.070.070.070.060.070.060.04
Inventory turnover----------
Days sales outstanding364d228d209d367d254d213d394d261d255d423d
Days inventory outstanding----------
Days payable outstanding28d28d26d32d28d26d31d28d32d33d
Cash conversion cycle----------
Valuation
P / E241.4x381.4x264.3x--626.3x----
P / B2.2x2.4x2.6x2.5x2.0x2.7x2.3x1.9x2.2x2.1x
P / S22.3x22.0x24.3x25.6x18.5x25.4x25.7x19.0x22.5x27.7x
EV / EBITDA----------
Growth
Revenue growth (YoY)11.5%11.6%12.7%19.1%13.9%16.2%24.8%21.4%23.1%65.3%
Revenue CAGR (3y)18.4%15.5%17.2%35.0%23.8%27.0%41.5%39.0%40.5%70.6%
Revenue CAGR (5y)30.3%27.8%29.4%49.1%34.2%46.9%-54.2%--
Gross profit growth (YoY)13.6%12.6%14.1%24.7%15.7%20.6%32.5%27.8%29.6%53.5%
Operating income growth (YoY)---70.6%85.6%88.3%33.2%46.3%22.1%-164.3%
Net income growth (YoY)-168.8%131.0%66.4%--51.0%61.2%47.3%-122.2%
EPS growth (YoY)--146.7%67.6%--52.6%62.9%49.3%-231.9%
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)10.1%--69.0%--855.3%---74.4%
FCF CAGR (5y)50.8%--74.3%------
Book value growth (YoY)9.3%10.0%10.1%8.8%9.3%8.7%7.7%6.0%3.4%-7.7%

Sales by segment

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

Product / service

$2.92B total
Subscription And Circulation$2.85B · 97.8%
Technology Service$64.00M · 2.2%

Geographic

$2.92B total
US$2.32B · 79.5%
Non Us$598.00M · 20.5%

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 Okta against the 5 most active filers in the same SIC group.