Today’s Public Software Valuation and Financial Performance: The SEG SaaS Index – Workforce Management Product Category

December 19, 2014

SEG’s Monthly Flash Reports track the financial performance and valuations of approximately 300 software companies, categorized in nearly 30 product categories across the on-premise software, SaaS and Internet sectors.  This post highlights the performance of the SEG SaaS Index – Workforce Management product category as shown in the SEG December Monthly Flash Report.  To view the performance of dozens of other product categories, download the latest complimentary Monthly Flash Report here: http://www.softwareequity.com/research_flash_reports.aspx

 

In the month of November, the Workforce Management product category achieved a median EV/Revenue multiple of 7.0x, TTM Revenue Growth of 31.8%, and EBITDA Margin of -14.8%.  Notable companies outperforming their respective category include:

  • Workday with a 21.1x EV/Revenue multiple
  • Workday with a 72.2% revenue growth
  • The Ultimate Software Group with a 14.2% EBITDA margin

SEG SaaS Index – Workforce Management, SaaS, Workforce Management, Public, Valuations, Financial Performance, Benefitfocus, Callidus Software, Cornerstone OnDemand, Halogen Software, Paylocity Holding, The Ulimate Software Group, Workday


Today’s Public Software Valuation and Financial Performance: The SEG SaaS Index – Vertically Focused Product Category

December 18, 2014

SEG’s Monthly Flash Reports track the financial performance and valuations of approximately 300 software companies, categorized in nearly 30 product categories across the on-premise software, SaaS and Internet sectors.  This post highlights the performance of the SEG SaaS Index – Vertically Focused product category as shown in the SEG December Monthly Flash Report.  To view the performance of dozens of other product categories, download the latest complimentary Monthly Flash Report here: http://www.softwareequity.com/research_flash_reports.aspx

 

In the month of November, the Vertically Focused product category achieved a median EV/Revenue multiple of 6.4x, TTM Revenue Growth of 38.1%, and EBITDA Margin of 7.9%.  Notable companies outperforming their respective category include:

  • Castlight Health with a 25.9x EV/Revenue multiple
  • Castlight Health with a 295.4% revenue growth
  • Ebix with a 39.1% EBITDA margin

SEG SaaS Index – Vertically Focused, SaaS, Vertically Focused, Public, Valuations, Financial Performance, 2U, Athenahealth, Castlight Health, DealerTrack, Ebix, Ellie Mae, Medical Transcript, Medidata Solutions, OPOWER, RealPage, Textura, Q2 Holdings, Veeva Systems


Today’s Public Software Valuation and Financial Performance: The SEG SaaS Index – ERP & Supply Chain Product Category

December 17, 2014

SEG’s Monthly Flash Reports track the financial performance and valuations of approximately 300 software companies, categorized in nearly 30 product categories across the on-premise software, SaaS and Internet sectors.  This post highlights the performance of the SEG SaaS Index – ERP & Supply Chain product category as shown in the SEG December Monthly Flash Report.  To view the performance of dozens of other product categories, download the latest complimentary Monthly Flash Report here: http://www.softwareequity.com/research_flash_reports.aspx

In the month of November, the ERP & Supply Chain product category achieved a median EV/Revenue multiple of 5.5x, TTM Revenue Growth of 30.6%, and EBITDA Margin of -8.7%.  Notable companies outperforming their respective category include:

  • Workday with a 21.1x EV/Revenue multiple
  • Workday with a 72.2% revenue growth
  • Fleetmatics with a 22.9% EBITDA margin

SEG SaaS Index – ERP & Supply Chain, SaaS, ERP & Supply Chain, Public, Valuations, Financial Performance, Amber Road, E2open, Fleetmatics, Netsuite, SciQuest, SPS Commerce, Workday


Today’s Public Software Valuation and Financial Performance: The SEG SaaS Index – CRM & Marketing Product Category

December 16, 2014

SEG’s Monthly Flash Reports track the financial performance and valuations of approximately 300 software companies, categorized in nearly 30 product categories across the on-premise software, SaaS and Internet sectors.  This post highlights the performance of the SEG SaaS Index – CRM & Marketing product category as shown in the SEG December Monthly Flash Report.  To view the performance of dozens of other product categories, download the latest complimentary Monthly Flash Report here: http://www.softwareequity.com/research_flash_reports.aspx

In the month of November, the CRM & Marketing product category achieved a median EV/Revenue multiple of 5.0x, TTM Revenue Growth of 28.4%, and EBITDA Margin of -6.7%.  Notable companies outperforming their respective category include:

  • com with a 14.7x EV/Revenue multiple
  • Marketo with a 60.5% revenue growth
  • Constant Contact with a 11.6% EBITDA margin

SEG SaaS Index – CRM & Marketing, SaaS, CRM & Marketing, Public, Valuations, Financial Performance Bazaarvoice, Constant Contact, Cvent, HubSpot, LivePerson, Marketo, Marin Software, Salesforce.com, Zendesk


E-Commerce and Digital Advertising Spend

December 5, 2014

This excerpt is from our complimentary 3Q14 Quarterly Software Industry Financial Report which can be downloaded here:  http://www.softwareequity.com/research_reports.aspxSoftware_Industry_Financial_Report_3Q14_Page_11


Global IT Spend

December 4, 2014

This excerpt is from our complimentary 3Q14 Quarterly Software Industry Financial Report which can be downloaded here:  http://www.softwareequity.com/research_reports.aspxSoftware_Industry_Financial_Report_3Q14_Page_10


U.S. and Global GDP

December 3, 2014

This excerpt is from our complimentary 3Q14 Quarterly Software Industry Financial Report which can be downloaded here:  http://www.softwareequity.com/research_reports.aspxSoftware_Industry_Financial_Report_3Q14_Page_08


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