Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Content & Media Product Category

April 23, 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 Internet Index – Content & Media product category as shown in the SEG March 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 February, the Content & Media product category achieved a median EV/Revenue multiple of 3.6x, TTM Revenue Growth of 7.9%, and EBITDA Margin of 16.4%.  Notable companies outperforming their respective category include:

  • Shutterstock, Inc. with a 13.9x EV/Revenue multiple
  • Youku with a 68.7% revenue growth
  • Yahoo! Inc. with a 22.0% EBITDA margin

SEG Internet Index – Content & Media, Internet, Content & Media, Public, Valuations, Financial Performance, AOL, DemandMedia, InterActiveCorp, Netflix, Pandora, Shutterstock, TheStreet.com, WebMD Health, XO Group, Yahoo!, Youku


Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Commerce Product Category

April 22, 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 Internet Index – Commerce product category as shown in the SEG March 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 February, the Commerce product category achieved a median EV/Revenue multiple of 1.0x, TTM Revenue Growth of 14.0%, and EBITDA Margin of 8.3%.  Notable companies outperforming their respective category include:

  • 58.com Inc. with a 23.6x EV/Revenue multiple
  • 58.com Inc. with a 67.3% revenue growth
  • Mercadolibre, Inc. with a 35.0% EBITDA margin

SEG Internet Index - Commerce, Internet, Commerce, Public, Valuations, Financial Performance, 1-800-Flowers, 58.com, Amazon.com, Biatuto Holdings, BlueNile, DangDang, Digital River, eBay, GeekNet, Liquidity Services, Mecox Lane Limited, Mercadolibre, Overstock.com, PetMed, Stamps


Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Ad Tech and Lead Generation Product Category

April 21, 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 Internet Index – Ad Tech and Lead Generation product category as shown in the SEG March 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 February, the Ad Tech and Lead Generation product category achieved a median EV/Revenue multiple of 3.1x, TTM Revenue Growth of 25.5%, and EBITDA Margin of 7.2%.  Notable companies outperforming their respective category include:

  • LinkedIn with a 14.6x EV/Revenue multiple
  • Rocket Fuel, Inc. with a 125.7% revenue growth
  • Yandex with a 41.9% EBITDA margin

SEG Internet Index – Ad Tech and Lead Generation, Internet, Ad Tech and Lead Generation, Public, Valuations, Financial Performance


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

April 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 – Workforce Management product category as shown in the SEG March 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 February, the Workforce Management product category achieved a median EV/Revenue multiple of 11.2x, TTM Revenue Growth of 26.3%, and EBITDA Margin of -7.4%.  Notable companies outperforming their respective category include:

  • Workday, Inc. with a 39.4x EV/Revenue multiple
  • Workday, Inc. with a 71.4% revenue growth
  • The Ultimate Software Group, Inc. with a 14.3% EBITDA margin

SEG SaaS Index – Workforce Management, SaaS, Workforce Management, Public, Valuations, Financial Performance, Callidus Software, Cornerstone OnDemand, Halogen Software, The Ultimate Software Group, Workday Inc.


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

April 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 – Vertically Focused product category as shown in the SEG March 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 February, the Vertically Focused product category achieved a median EV/Revenue multiple of 6.0x, TTM Revenue Growth of 26.2%, and EBITDA Margin of 12.0%.  Notable companies outperforming their respective category include:

  • Veeva Systems Inc. with a 22.0x EV/Revenue multiple
  • Textura Corp. with a 70.1% revenue growth
  • Ebix Inc. with a 40.3% EBITDA margin

SEG SaaS Index – Vertically Focused, SaaS, Vertically Focused, Public, Valuations, Financial Performance, Athenahealth, DealerTrack, Ebix Inc., Elle Mae, Medidata Solutions, RealPage, Textura Corp., Veeva Systems


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

April 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 – Other Public SaaS Companies product category as shown in the SEG March 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 February, the Other Public SaaS Companies product category achieved a median EV/Revenue multiple of 7.6x, TTM Revenue Growth of 27.6%, and EBITDA Margin of -5.6%.  Notable companies outperforming their respective category include:

  • FireEye, Inc. with a 72.0x EV/Revenue multiple
  • FireEye, Inc. with a 93.9% revenue growth
  • J2 Global with a 43.3% EBITDA margin

SEG SaaS Index – Other Public SaaS Companies, SaaS, Other Public SaaS Companies, Public, Valuations, Financial Performance, Benefitfocus, ChannelAdvisors, Concur, Covisint Corp, Demandware, FireEye, InContact, IntraLinks Holding, J2 Global, Jive Software, Liquid Holdings Group, OpenTable, Qualys, Rally Software Development, RingCentral, Service-now, Tableau Software, Tangoe, Zix Corporation


Software Equity Group’s Client, Dean Evans & Associates, Receives Growth Equity Investment From JMI Equity

April 15, 2014

DEA, Dean Evans and Associates, EMS, JMI, JMI Equity

SAN DIEGO, CA –April 15, 2014. Software Equity Group, LLC (SEG) announced today its client, Dean Evans & Associates, Inc. (dba Event Management Systems) the leading provider of facility scheduling and event management software, has received a strategic growth equity investment from JMI Equity, a leading growth equity firm focused on investing in leading software and technology-enabled services companies.

Founded in 1986 and headquartered in Centennial Colorado, Dean Evans & Associates (DEA) provides a full suite of meeting and event scheduling, resource management, academic scheduling, shared workspace management (office “hoteling”), web calendaring and online registration/survey solutions.  More than 4,000 organizations in over 75 countries rely on DEA’s Event Management System (EMS) software, including many Fortune 100 companies and other leading corporations, higher education institutions, law firms, conference centers, religious organizations, hospitals, cultural venues and sports facilities.

“For over 25 years, our team has been focused on providing our customers with the best in facility management software, along with the highest levels of customer service,” said Dean Evans, CEO and founder of DEA.  ”EMS is a premier brand with a strong competitive advantage, offering the most comprehensive package of services on the market.  With JMI’s expertise in growing enterprise software companies, along with its experience in higher education, we feel better than ever about our ability to continue to innovate and grow our offering.”

“We share the DEA team’s vision for the future and look forward to supporting the company in achieving its growth objectives,” said Brian Hersman, General Partner at JMI Equity.  ”DEA’s opportunity fits well with JMI’s strategy of bringing expertise and resources to build on a foundation of strong market and product leadership.”

About Software Equity Group

Software Equity Group is an investment bank and M&A advisory serving the software and technology sectors. Founded in 1992, the firm has guided and advised companies on five continents, including privately-held software and technology companies in the United States, Canada, Europe, Asia Pacific, Africa and the Middle East. SEG has represented public companies listed on the NASDAQ, NYSE, American, Toronto, London and Euronext exchanges, and also advises several of the world’s leading private equity firms. Software Equity Group has been ranked among the top ten investment banks worldwide for application software mergers and acquisitions.

For More Information:

Allen Cinzori, (858) 509-2800

acinzori@softwareequity.com


Follow

Get every new post delivered to your Inbox.

Join 306 other followers

%d bloggers like this: