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Node

## Company Information: Node Inc. (Symbol: 281752)

**General Information:**

* Company Name: Node Inc.

* Industry: Logistics and supply chain software

* Headquarters: San Mateo, California

* CEO: Steve Slugower

* Market Capitalization: $4.4 billion (as of October 27, 2023)

**Financial Highlights (as of October 27, 2023):**

* **Revenue:** $1.2 billion

* **Earnings per Share (EPS):** $1.22

* **Operating Margin:** 28.08%

* **Price-to-Earnings (P/E):** 32.89

* **Price-to-Book (P/B):** 6.59

**Recent Performance:**

* Node's stock price has fallen 28.66% in the past year.

* In the past five years, the stock has gained 112.74%.

* Analysts have a median target price of $25.00 for the stock, with a price target range of $22.00-$30.00.

**Growth Prospects:**

* Node is benefiting from the growing adoption of cloud-based supply chain management software.

* Strong demand for Node's solutions in key verticals like consumer packaged goods, healthcare, and automotive.

* Expanding partnerships and acquisitions to broaden its reach and offerings.

**Concerns:**

* High valuation compared to some peers.

* Rapid revenue growth may not be sustainable.

* Economic uncertainty may dampen demand for Node's services.

**Key Metrics:**

* Gross Margin: 83.4%

* Free Cash Flow: $573 million

* Cash per Share: $4.27

* Debt/Equity Ratio: 0.84

**Competitive Landscape:**

* Competitors include Blue Yonder, GTSuite, JDA Software, and Oracle SCM Cloud.

* Node differentiates itself through its cloud-based platform, AI-powered optimization algorithms, and strong analytics capabilities.

**Overall:**

Node is a leader in the rapidly growing cloud-based supply chain management software market. The company has strong growth potential and a promising future. However, its high valuation and some concerns about sustainability raise some questions.