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

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 May 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 May, the Vertically Focused product category achieved a median EV/Revenue multiple of 5.1x, TTM Revenue Growth of 20.8%, and EBITDA Margin of 15.7%.  Notable companies outperforming their respective category include:

• Athenahealth, Inc with a 7.4x EV/Revenue multiple
• Ellie Mae with a 69.9% revenue growth
• Ebix Inc. with a 42.4 % EBITDA margin

 

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

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 May 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 May, the ERP & Supply Chain product category achieved a median EV/Revenue multiple of 6.5x, TTM Revenue Growth of 31.5%, and EBITDA Margin of 5.6%.  Notable companies outperforming their respective category include:

• Netsuite with a 18.9x EV/Revenue multiple
• Fleetmatics with a 38.1% revenue growth
• SPS Commerce with a 8.9% EBITDA margin

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

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 May 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 May, the CRM & Marketing product category achieved a median EV/Revenue multiple of 3.8x, TTM Revenue Growth of 34.6%, and EBITDA Margin of 2.8%.  Notable companies outperforming their respective category include:

• Salesforce.com with a 7.9x EV/Revenue multiple
• Marin Software with a 64.9% revenue growth
• LivePerson with a 12.1% EBITDA margin

 

Today’s Public Software Valuation and Financial Performance: SEG Software Index: Development Platforms Product Category

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-Software Index Development Platforms product category as shown in the SEG May 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 May, the Development Platforms product category achieved a median EV/Revenue multiple of 2.7x, TTM Revenue Growth of 3.6%, and EBITDA Margin of 21.8%.  Notable companies outperforming their respective category include:

• Red Hat, Inc. with a 6.2x EV/Revenue multiple
• Magic Software Enterprises Ltd. with a 11.5% revenue growth
• Oracle Corporation with a 46.5% EBITDA margin

Today’s Public Software Valuation and Financial Performance: SEG Software Index: Gaming Product Category

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-Software Index Gaming product category as shown in the SEG May 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 May, the Gaming product category achieved a median EV/Revenue multiple of 1.2x, TTM Revenue Growth of 4.4%, and EBITDA Margin of 15.5%.  Notable companies outperforming their respective category include:

• Activision Blizzard with a 2.5x EV/Revenue multiple
• Take-Two Interactive with a 23.6% revenue growth
• Ubisoft Entertainment with a 24.7% EBITDA margin

Today’s Public Software Valuation and Financial Performance: SEG Software Index: Business Intelligence Product Category

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-Software Index Business Intelligence product category as shown in the SEG May 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 May, the Business Intelligence product category achieved a median EV/Revenue multiple of 2.8x, TTM Revenue Growth of 10.8%, and EBITDA Margin of 10.8%.  Notable companies outperforming their respective category include:

• Verisk with a 7.2x EV/Revenue multiple
• PROS Holdings with a 21.7% revenue growth
• Progress Software Corporation with a 23.2% EBITDA margin

Today’s Public Software Valuation and Financial Performance: SEG Software Index: Billing and Service Management Product Category

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 – Software Index Billing and Service Management product category as shown in the SEG May 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 May, the Billing and Service Management product category achieved a median EV/Revenue multiple of 1.8x, TTM Revenue Growth of 11.3%, and EBITDA Margin of 20.2%.  Notable companies outperforming their respective category include:

• Redknee Solutions with a 3.9x EV/Revenue multiple
• Evolving Systems, Inc. with a 38.0% revenue growth
• NeuStar, Inc with a 44.4% EBITDA margin