- ISIN
- US6792951054
- CUSIP
- 679295105
- Sector
- Technology
- Industry
- Software - Infrastructure
- IPO Date
- Apr 7, 2017
Highlights
- Market Cap
- $23.58B
- Enterprise Value
- $23.58B
- EPS (TTM)
- $0.97
- PE Ratio
- 146.94
- PEG Ratio
- 0.21
- Total Revenue (TTM)
- $2.23B
- Gross Profit (TTM)
- $1.73B
- EBITDA (TTM)
- $235.06M
- Year Range
- $62.66 - $157.00
- Target Price
- $104.76
- ROA (TTM)
- 1,851.65%
- ROE (TTM)
- 2,508.68%
- Avg. Volume (1M)
- 3M
- Avg. Volume Value (1M)
- $412.72M
Share Price Chart
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Performance
OKTA Performance Chart
Okta, Inc. (OKTA) is up 64.1% since the beginning of the year. At $142 per share, OKTA is trading 9.6% below its 52-week high of $157. Investors who bought $1,000 worth of OKTA shares 5 years ago would now be looking at an investment worth $573.
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Returns By Period
Okta, Inc. (OKTA) has returned 64.14% so far this year and 49.20% over the past 12 months.
Okta, Inc.
- 1D
- 1.08%
- 1M
- 0.36%
- 6M
- 68.00%
- YTD
- 64.14%
- 1Y
- 49.20%
- 3Y*
- 23.04%
- 5Y*
- -10.55%
- 10Y*
- —
- ALL TIME*
- 21.16%
Benchmark (S&P 500 Index)
- 1D
- 0.70%
- 1M
- 0.09%
- 6M
- 7.94%
- YTD
- 9.41%
- 1Y
- 20.07%
- 3Y*
- 17.84%
- 5Y*
- 11.25%
- 10Y*
- 13.26%
- ALL TIME*
- 8.09%
OKTA Monthly Returns History
Based on dividend-adjusted daily data since Apr 7, 2017, OKTA's average daily return is +0.13%, while the average monthly return is +2.71%. At this rate, an investment would double in approximately 2.2 years.
Historically, 54% of months were positive and 46% were negative. The best month was May 2026 with a return of +67.4%, while the worst month was Sep 2022 at -37.8%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 7 months.
On a daily basis, OKTA closed higher 53% of trading days. The best single day was May 29, 2026 with a return of +30.1%, while the worst single day was Sep 1, 2022 at -33.7%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -2.30% | -14.18% | 8.57% | -6.43% | 67.37% | 10.69% | 4.02% | 64.14% | |||||
| 2025 | 19.57% | -3.96% | 16.28% | 6.60% | -8.02% | -3.10% | -2.17% | -5.14% | -1.15% | -0.19% | -12.24% | 7.64% | 9.73% |
| 2024 | -8.70% | 29.82% | -2.50% | -11.13% | -4.62% | 5.56% | 0.35% | -16.19% | -5.58% | -3.30% | 7.89% | 1.60% | -12.96% |
| 2023 | 7.73% | -3.15% | 20.97% | -20.54% | 32.64% | -23.71% | 10.83% | 8.65% | -2.39% | -17.30% | -0.53% | 35.02% | 32.49% |
| 2022 | -11.72% | -7.61% | -17.44% | -20.97% | -30.39% | 8.85% | 8.90% | -7.16% | -37.78% | -1.32% | -4.99% | 28.15% | -69.52% |
| 2021 | 1.87% | 0.94% | -15.69% | 22.35% | -17.52% | 10.00% | 1.27% | 6.38% | -9.96% | 4.15% | -12.93% | 4.15% | -11.83% |
Benchmark Metrics
Okta, Inc. has an annualized alpha of 17.72%, beta of 1.24, and R2 of 0.18 versus S&P 500 Index. Calculated based on daily prices since April 07, 2017.
- This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (90.64%) than losses (50.23%) - typical of diversified or defensive assets.
- R2 of 0.18 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 17.72%
- Beta
- 1.24
- R²
- 0.18
- Upside Capture
- 90.64%
- Downside Capture
- 50.23%
Return for Risk
Risk / Return Rank
OKTA ranks 71 for risk / return — above 71% of stocks peers on PortfoliosLab. Its historical combined result is above most peers.
Risk / Return Metrics
The table below present risk-adjusted performance metrics for Okta, Inc. (OKTA) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| OKTA | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.62 | ||
| Sortino ratioReturn per unit of downside risk | -0.38 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.25 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.27 | 2.00 | -0.73 |
| Martin ratioReturn relative to average drawdown | 3.22 | 8.49 | -5.27 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Okta, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Okta, Inc. was 84.57%, occurring on Nov 4, 2022. The portfolio has not yet recovered.
The current Okta, Inc. drawdown is 51.36%.
Drawdown | Fall | Recovery | Underwater | Related event |
|---|---|---|---|---|
-84.57%Nov 2022 | 1y 8mo | — | 5y 5moFeb 2021 - now | Bear market2022 |
-35.53%Nov 2018 | 2mo 8d | 1mo 28d | 4mo 6dSep 2018 - Jan 2019 | Rate-hike selloffLate 2018 |
-31.63%Mar 2020 | 7mo 21d | 1mo | 8mo 21dJul 2019 - Apr 2020 | COVID crash2020 |
-19.63%Jul 2017 | 1mo 11d | 1mo 9d | 2mo 20dJun 2017 - Sep 2017 | — |
-19.34%Dec 2017 | 21d | 1mo 27d | 2mo 18dNov 2017 - Feb 2018 | — |
Drawdown Indicators
| OKTA | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -84.57% | -56.78% | -27.79% |
Max Drawdown (1Y)Largest decline over 1 year | -35.62% | -9.10% | -26.52% |
Max Drawdown (3Y)Largest decline over 3 years | -50.57% | -18.90% | -31.67% |
Max Drawdown (5Y)Largest decline over 5 years | -83.43% | -25.43% | -58.00% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -51.36% | -1.58% | -49.78% |
Average DrawdownAverage peak-to-trough decline | -38.48% | -10.70% | -27.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.07% | 2.14% | +11.93% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Okta, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Okta, Inc. is priced in the market compared to other companies in the Software - Infrastructure industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for OKTA, comparing it with other companies in the Software - Infrastructure industry. Currently, OKTA has a P/E ratio of 146.9. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for OKTA compared to other companies in the Software - Infrastructure industry. OKTA currently has a PEG ratio of 0.2. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for OKTA relative to other companies in the Software - Infrastructure industry. Currently, OKTA has a P/S ratio of 11.4. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for OKTA in comparison with other companies in the Software - Infrastructure industry. Currently, OKTA has a P/B value of 3,655.7. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| TTM | |
|---|---|
Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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