Company Analysis

Nutanix, Inc. (NTNX)

Nasdaq: NTNX · Services-Prepackaged Software · San Jose, CA · filing with the SEC since 2014
Grade6.2
◀ Past 4.7● Present 6.8▶ Future 6.7

The grade of Nutanix, Inc.

Nine metrics read from its own filings, by tense
Headline grade
6.2/10
◀ Past4.725% of the headline
● Present6.835% of the headline
▶ Future6.740% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

4.7/1025% of the headline grade · 3 of 3 filed

Surviving crises

as filed
2.3/10

Has it survived what it has been through?

2 warning events since 2017; the latest 2023-03-16.

weight 22% of this tense · 23rd percentile among 230 sector filers · read for itself

From the record

Nutanix, Inc.'s filings since 2017 show 2 warning events of 2 kinds: a notice about its exchange listing (8-K item 3.01, the latest 2023-03-16); a late-report notice (Form NT 10-K or NT 10-Q, the latest 2023-03-06) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
6.0/10

What has it actually done, year after year?

+14.5% a year over 10 filed years; profitable in 3 of 10.

weight 45% of this tense · 60th percentile among 213 sector filers · read for its customers

From the record

Nutanix, Inc.'s 10 filed years say what it did: revenue went from $846 million in fiscal 2017 to $2.9 billion in fiscal 2026, up 14.5% a year; it rose in 9 of 9 years; it never fell from a peak; net income was positive in 3 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span14.5%bottom 39% of its family
  • the share of years revenue rosetop 27% of its family
  • the share of filed years with a profittop 44% of its family
  • the deepest fall from a revenue peak0.0%top 27% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
4.4/10

How has it treated the people who own it?

Share count grew 7.8% a year. 38% of cash flow returned. Insiders: 11 sales, 0 purchases.

weight 33% of this tense · 44th percentile among 152 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2026-07-31, Nutanix, Inc.'s diluted share count grew about 7.8% a year, and dividends and buybacks returned about 38% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 11 sales (8 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-10-13 (their Form 4 filings).

What it rests on

  • the share count over the yearsbottom 29% of its family
  • cash returned against operating cash flowtop 42% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

6.8/1035% of the headline grade · 3 of 3 filed

Financial health

as filed
6.8/10

Is it financially healthy right now?

ROE 214%: 214¢ of profit per shareholder dollar. Leverage 86%: owes 86¢ per asset dollar.

weight 45% of this tense · 68th percentile among 217 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-07-31, Nutanix, Inc. earned about 214 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 49 cents per dollar of everything the company owns. Leverage: it owed about 86 cents per dollar of assets, and net share issuance: its share count shrank 0.6% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 14% of its family
  • return on equitytop 1% of its family
  • gross profit against assetstop 22% of its family
  • the share count against the year beforetop 18% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
8.2/10

How strong is its position in its industry?

top 18% of 218 in its family; net margin 52.8%.

weight 33% of this tense · 82nd percentile among 218 sector filers · read for its customers

From the record

Nutanix, Inc.'s standing among 218 graded names in its industry family: revenue of $2.9 billion in fiscal 2026 ranks in the top 14% by size; a net margin of 52.8% ranks in the top 3%; revenue growth of 15.3% a year over the last 3 filed years ranks in the top 38% (its annual reports).

What it rests on

  • revenue against the family$2.85Btop 14% of its family
  • net margin52.8%top 3% of its family
  • three-year revenue growth15.3%top 38% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
4.5/10

What are the people in charge doing?

bottom 45% of 139 in its family for leadership; chief executive since 2020.

weight 22% of this tense · 45th percentile among 139 sector filers · read for its shareholders

From the record

Nutanix, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Ramaswami, Rajiv (Chief Executive Officer, as filed), filing under that title since 2020-12-10, 5.9 years (top 32% of its family); the 12 officers and directors filing in the last fifteen months have been on the record a median of 5.4 years (bottom 49%); 10 officer or director changes were reported on Form 8-K since 2023-11-13, against the 12 people in charge now (bottom 19%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge10 in three years among 12 peoplebottom 19% of its family
  • the median years the people in charge have filed5.4 yearsbottom 49% of its family
  • the chief executive's years on the record5.9 yearstop 32% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

6.7/1040% of the headline grade · 3 of 3 filed

Room to expand

as filed
7.6/10

How much room does it have to grow?

top 24% of 216 in its family for room to expand.

weight 22% of this tense · 76th percentile among 216 sector filers · read for itself

From the record

Nutanix, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $777 million against no long-term debt tagged leaves 15.3% of its assets as net cash, top 44% of its family; cash from operations less capital spending is 29.5% of revenue (top 15%); a gross margin of 86.8% (top 7%); research spending of 27.7% of revenue (top 30%) (its annual report).

What it rests on

  • cash less debt against assets15.3%top 44% of its family
  • cash from operations less capital spending against revenue29.5%top 15% of its family
  • gross margin86.8%top 7% of its family
  • research spending against revenue27.7%top 30% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
6.2/10

What could actually drive growth from here?

top 38% of 213 in its family for growth drivers.

weight 45% of this tense · 62nd percentile among 213 sector filers · read for its customers

From the record

Nutanix, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 15.3% a year over the last three filed years against 14.5% over all 10, speeding up (top 17% of its family); the newest year grew 12.4% (bottom 49%); research spending grew 10.8% a year (top 39%); capital spending grew 5.1% a year (top 44%) (its annual reports). Nutanix, Inc. reported 3 product lines in fiscal 2026: Subscription and Circulation Software Termbased Licenses at $1.4 billion (50%), Subscription and Circulation Software Entitlement and Support Subscription at $1.3 billion (46%), Professional Services at $141 million (5%); 3 of 3 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span+0.8 points a yeartop 17% of its family
  • the newest year's revenue growth12.4%bottom 49% of its family
  • three-year growth of research spending10.8%top 39% of its family
  • three-year growth of capital spending5.1%top 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
6.7/10

Did its newest year beat what its own record pointed to?

top 33% of 194 in its family for expectations against reality.

weight 33% of this tense · 67th percentile among 194 sector filers · read for its shareholders

From the record

Nutanix, Inc.'s newest year against its own record: revenue of $2.9 billion in fiscal 2026 came in 3.7% below the $3.0 billion its prior three years' pace pointed to (bottom 36% of its family); net income of $1.5 billion against a prior three-year average of $523 million (top 11%); a net margin of 52.8% against 27.5% before (top 23%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace-3.7%bottom 36% of its family
  • net income against the prior three years' average+188%top 11% of its family
  • net margin against its prior average+25.3 pointstop 23% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton NTNX · research, not advice