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Upturn AI Summary - About
Freshworks Inc(FRSH)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for FRSH
11/13/2026: FRSH (4-star) is currently NOT-A-BUY. Pass it for now.
Freshworks is a growth-oriented SaaS company that provides user-friendly software for customer support, IT management, and CRM. The company has a leading position in the SMB market due to its intuitive design and rapid implementation. Its main growth opportunity lies in moving upmarket toward larger enterprises and integrating AI-driven productivity tools. Primary risks include aggressive competition from major incumbents, potential churn in its SMB customer base, and the challenge of scaling enterprise contracts. The stock may suit growth-focused investors who can tolerate volatility, while income-seeking investors should note the company does not pay dividends.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company is a mid-cap player capturing share in the SaaS market with high revenue growth potential. |
| Momentum investor | Mixed fit | This fit is conditional on a sustained positive upturn in price action and growth momentum. |
| Value investor | Weak fit | The stock often trades at premium multiples common in the high-growth software sector. |
| Dividend investor | Weak fit | Freshworks does not pay dividends, focusing all capital on growth. |
| Low-risk investor | Weak fit | Exposure to growth-stage software involves significant price volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock is sensitive to growth sentiment and macroeconomic shifts. |
| Valuation risk | Medium / high | High growth multiples mean price corrections can be sharp if growth slows. |
| Competition risk (AI competition) | High | Larger incumbents are aggressively embedding AI, threatening to commoditize feature sets. |
| Business quality | Medium | While the platform is sticky, high churn in the SMB segment remains a constant watch item. |
| Dividend income | Low / none | Income investors will find no yield here. |
| Execution risk | Medium | Successfully moving upmarket to larger enterprise clients is difficult and resource-intensive. |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.33B USD | Price to earnings Ratio 17.65 | 1Y Target Price 16.69 |
Price to earnings Ratio 17.65 | 1Y Target Price 16.69 | ||
Volume (30-day avg) 6.9M shares | Beta 0.76 | 52 Weeks Range 6.79 - 15.51 | Updated Date 11/13/2026 |
52 Weeks Range 6.79 - 15.51 | Updated Date 11/13/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.72 |
Sector & Industry Intelligence
Sector
Technology
Caution- Sentiment
- Near Bearish
- Momentum
- Rapid Breadth Deterioration
- BUY participation
- 30.1%
- Active BUY / eligible
- 37 / 123
- 30-Day BUY Count Change
- -42
- Market state
- Weak Bullish / Near Bearish
BUY participation is falling rapidly, suggesting elevated market vulnerability.
Industry
Software - Application
- BUY participation
- 55.0%
- Active BUY / eligible
- 11 / 20
- 30-Day BUY Count Change
- -1
Sector signal summarizes BUY breadth conditions for the sector. It does not override this stock’s BUY, SELL, or PASS advisory.
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 58.4% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/13/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Subscription Revenue | Recurring fees from Freshdesk, Freshservice, and Freshsales software licenses. | This is the core, predictable revenue stream that drives company valuation. |
| Professional Services | Onboarding, training, and consulting services for customers. | This is a smaller, supporting revenue stream that aids customer retention. |
| Geography | Sales across North America, Europe, and Emerging Markets. | Strong growth in international markets provides diversification away from the US. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-11-03 | When After Market | Estimate 0.02 | Actual 0.09 |
Profitability
Profit Margin 22.28% | Operating Margin (TTM) 7.96% |
Management Effectiveness
Return on Assets (TTM) 3.24% | Return on Equity (TTM) 23.58% |
Valuation
Trailing PE 17.65 | Forward PE 14.73 | Enterprise Value 2.51B | Price to Sales(TTM) 3.57 |
Enterprise Value 2.51B | Price to Sales(TTM) 3.57 | ||
Enterprise Value to Revenue 2.68 | Enterprise Value to EBITDA 24 | Shares Outstanding 240.39M | Shares Floating 213.22M |
Shares Outstanding 240.39M | Shares Floating 213.22M | ||
Percent Insiders 8.1 | Percent Institutions 91.82 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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