Five9, Inc. (FIVN) Stock Analysis

Five9, Inc. (FIVN) Stock Analysis

Overall Grade: F (Concerning)

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Five9, Inc. faces challenges in financial performance that warrant careful analysis.

Key Metrics:

Metric Value Context
ROIC 1.9% Below expectations
FCF Margin 17.5% Strong cash generation
Debt/Equity 0.0x Conservative leverage

Investment Thesis: Healthy free cash flow margin of 17.5% provides financial flexibility for growth and shareholder returns.


What is Five9, Inc.'s Profitability and ROIC?

Five9, Inc.'s return on invested capital of 1.9% is below the typical cost of capital. Gross margin of 55.1% with operating margin at 2.5% reflects the company's strong market position.

Key Metrics

Metric Value Rating Interpretation
Return on Invested Capital (ROIC) 1.9% Red flag Below cost of capital
Return on Equity (ROE) 5.5% Warning Moderate equity returns
Gross Margin 55.1% Excellent Strong pricing power
Operating Margin 2.5% Warning Moderate operational efficiency

How Strong is Five9, Inc.'s Cash Flow Quality?

Five9, Inc. generated $201.2M in free cash flow over the trailing twelve months, representing a 17.5% margin. Cash earnings quality is strong, with operating cash flow exceeding net income by 5.7x.

Key Metrics

Metric Value Rating Interpretation
Free Cash Flow Margin 17.5% Good Excellent cash conversion
Free Cash Flow (TTM) $201.2M Good Positive cash generation
OCF/Net Income 5.7x Excellent High earnings quality
FCF Consistency (8Q) N/A Warning Variable cash flow

What is Five9, Inc.'s Financial Health?

Five9, Inc.'s debt-to-equity ratio of 0.0x indicates conservative leverage.

Key Metrics

Metric Value Rating Interpretation
Debt to Equity 0.0x Excellent Conservative capital structure

Is Five9, Inc. Stock Overvalued or Undervalued?

Five9, Inc. trades at a P/E of 39.3x, representing a premium to the sector median of N/A. Free cash flow yield of 13.0% offers attractive cash returns.

Key Metrics

Metric Value Rating Interpretation
P/E Ratio 39.3x Adequate Premium valuation
EV/Sales 0.6x Excellent Attractive revenue multiple
FCF Yield 13.0% Excellent Attractive cash return

Sector Rankings

Metric Value Percentile vs Median
Return on Invested Capital (ROIC) 1.9% Bottom 50% 0.3x below
Free Cash Flow Margin 17.5% Top 50% 1.8x above
Gross Margin 55.1% Top 50% 1.0x above
Operating Margin 2.5% Bottom 50% 0.4x below
Return on Equity (ROE) 5.5% Bottom 50% 0.9x below
P/E Ratio 39.3x N/A -

Rating Thresholds

Return on Invested Capital (ROIC)

Measures how efficiently a company uses its debt and equity capital to generate profits. ROIC above 15% typically indicates a competitive moat.

Rating Range Interpretation
Excellent > 20% Exceptional capital efficiency, strong competitive moat
Good 12% - 20% Above-average returns, sustainable competitive position
Adequate 8% - 12% Around cost of capital, moderate competitive position
Warning 4% - 8% Below cost of capital, value may be eroding
Red flag < 4% Significant capital destruction, fundamental issues

Current: 1.9% (Red flag - Bottom 50% of sector (median: 6.5%))

Free Cash Flow Margin

The percentage of revenue converted to free cash flow. Higher margins indicate stronger cash generation and business quality.

Rating Range Interpretation
Excellent > 20% Strong cash generation, high-quality business
Good 10% - 20% Healthy cash conversion
Adequate 5% - 10% Moderate cash generation
Warning 0% - 5% Thin cash margins, capital intensive
Red flag < 0% Cash burn, potential liquidity concerns

Current: 17.5% (Good - Top 50% of sector (median: 10.0%))

Gross Margin

Revenue minus cost of goods sold as a percentage. Higher gross margins indicate pricing power and competitive advantage.

Rating Range Interpretation
Excellent > 50% Strong pricing power and competitive moat
Good 30% - 50% Healthy margins, differentiated product
Adequate 20% - 30% Moderate margins, competitive industry
Warning 10% - 20% Thin margins, commodity-like business
Red flag < 10% Very thin margins, structural challenges

Current: 55.1% (Excellent - Top 50% of sector (median: 52.9%))

Debt to Equity Ratio

Total debt divided by shareholders' equity. Lower ratios indicate more conservative financing and reduced financial risk.

Rating Range Interpretation
Excellent < 0.3x Conservative leverage, strong balance sheet
Good 0.3x - 0.7x Moderate leverage, healthy financial position
Adequate 0.7x - 1.5x Elevated leverage, monitor closely
Warning 1.5x - 3.0x High leverage, increased financial risk
Red flag > 3.0x Excessive leverage, potential distress risk

Current: 0.0% (Excellent)

P/E Ratio (Price-to-Earnings)

Stock price divided by earnings per share. Lower P/E may indicate undervaluation, while higher P/E suggests growth expectations.

Rating Range Interpretation
Excellent < 15x Attractively valued, potential opportunity
Good 15x - 25x Fair value for quality company
Adequate 25x - 35x Growth premium, justify with earnings growth
Warning 35x - 50x High expectations priced in
Red flag > 50x or negative Speculative valuation or losses

Current: 39.3x (Adequate)

Free Cash Flow Yield

Free cash flow per share divided by stock price. Higher FCF yield indicates better cash return relative to valuation.

Rating Range Interpretation
Excellent > 8% High cash return, potential value opportunity
Good 5% - 8% Solid cash yield
Adequate 3% - 5% Moderate cash return
Warning 1% - 3% Low cash yield, growth expectations
Red flag < 1% Minimal cash return to shareholders

Current: 13.0% (Excellent)


Frequently Asked Questions

Q: What is Five9, Inc.'s Return on Invested Capital (ROIC)?

Five9, Inc. (FIVN) has a trailing twelve-month Return on Invested Capital (ROIC) of 1.9%. This compares below the sector median of 6.5%. An ROIC below 8% suggests the company may be destroying shareholder value.

Q: What is Five9, Inc.'s Free Cash Flow Margin?

Five9, Inc. (FIVN) has a free cash flow margin of 17.5%, generating $201.2 million in free cash flow over the trailing twelve months. A FCF margin between 10-20% represents healthy cash generation for most industries.

Q: Is Five9, Inc. stock overvalued or undervalued?

Five9, Inc. (FIVN) trades at a P/E ratio of 39.3x, which is above the sector median of N/A. The EV/Sales multiple is 0.6x. Free cash flow yield is 13.0%, which represents an attractive cash return to investors.

Q: What is Five9, Inc.'s revenue and earnings growth?

Five9, Inc. (FIVN) grew revenue by 10.3% year-over-year. Solid growth above 10% suggests healthy business momentum.

Q: Is Five9, Inc. buying back stock?

Five9, Inc. (FIVN) repurchased $50.0 million of stock over the trailing twelve months. This represents a buyback yield of 3.2%.

Q: How does Five9, Inc. compare to competitors in Technology?

Compared to other companies in Technology, Five9, Inc. (FIVN) shows: ROIC of 1.9% is below the sector median of 6.5% (Bottom 38%). FCF margin of 17.5% exceeds the sector median of 10.0% (Top 33% of sector). Gross margin at 55.1% is 2.1 percentage points higher than sector peers. These rankings are based on MetricDuck's analysis of all Technology companies with available SEC filings.

Q: What warning signs should I watch for with Five9, Inc.?

Five9, Inc. (FIVN) shows no major financial warning signs based on current metrics. However, investors should always monitor: 1) Margin compression trends, 2) Cash flow consistency, 3) Debt levels relative to cash generation, and 4) Changes in competitive positioning.


Data Source: Data sourced from 10-Q filed 2025-11-06. TTM metrics as of Q4 2025.

Methodology: Financial metrics calculated from SEC 10-K and 10-Q filings using standardized formulas. Sector comparisons use peer group based on SIC code.

This analysis is for informational purposes only and does not constitute investment advice.