Globant S.A.GLOB
NYSE • Technology
$32.65
P/E
14.04
PEG
1.71
FCF Yield
—
Rev Growth YoY
-4.7% YoY
Gross Margin
34.9%
Health Score
7/10
D/E Ratio
0.23
Confidence
—
Business Snapshot
Globant is a pure-play digital engineering and technology services company, helping clients design, build, and run software-driven products. It operates in the Information Technology Services market, a highly fragmented space where it competes with both global consultants and niche digital agencies. The company is currently unrated by market cap, but with TTM revenue of $2.45 billion, it operates at a meaningful scale. A defining characteristic is its focus on "digital journeys," combining design, engineering, and AI to differentiate itself from traditional IT outsourcing firms.
Financial Health
Gross margin improved to 34.9% from 30.1% a year ago, indicating better pricing or cost control, though net margin is not reliably reported due to a flagged data error. The balance sheet is conservative, with a debt-to-equity ratio of just 0.23x and a current ratio of 1.64x, providing ample liquidity and financial flexibility...
Risk Assessment
- EARNINGS QUALITY — Zero of four recent quarters beat analyst estimates, indicating low management guidance credibility and unpredictable earnings.
- REVENUE DECELERATION — Revenue declined 4.7% year-over-year and 0.8% quarter...