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

July 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 SaaS Index – Vertically Focused product category as shown in the SEG July 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 June, the Vertically Focused product category achieved a median EV/Revenue multiple of 7.6x, TTM Revenue Growth of 28.1%, and EBITDA Margin of 8.9%.  Notable companies outperforming their respective category include:

  • Castlight Health, Inc. with a 58.7x EV/Revenue multiple
  • OPOWER, Inc. with a 64.2% revenue growth
  • Ebix, Inc. with a 36.6% EBITDA margin

SEG SaaS Index – Vertically Focused, SaaS, Vertically Focused, Public, Valuations, Financial Performance, 2U Inc., Athenahealth, Castlight Health, DealerTrack, Ebix Inc., Ellie Mae, Medidata Solutions, OPOWER Inc., Q2 Holdings, RealPage, The Rubicon Project, Textura Corp., Veeva Systems


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

July 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 SaaS Index – ERP & Supply Chain product category as shown in the SEG July 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 June, the ERP & Supply Chain product category achieved a median EV/Revenue multiple of 7.4x, TTM Revenue Growth of 30.6%, and EBITDA Margin of -8.8%.  Notable companies outperforming their respective category include:

  • Workday, Inc. with a 28.4x EV/Revenue multiple
  • Workday, Inc. with a 74.1% revenue growth
  • Fleetmatcis with a 24.0% EBITDA margin

SEG SaaS Index – ERP & Supply Chain, SaaS, SEG SaaS Index – ERP & Supply Chain, Public, Valuations, Financial Performance, Amber Road, E2Open, Fleetmatics, Netsuite, SciQuest, SPS Commerce, Workday


Selected M&A Deals for the Week of July 14, 2014 to July 20, 2014

July 21, 2014

The table below includes a select list of Software, SaaS, Internet and Mobile M&A transactions for the week of July 14, 2014 to July 20, 2014. For a comprehensive analysis of software industry mergers and acquisitions and public software company financial performance you can download our research reports by visiting http://www.softwareequity.com/research_reports.aspx.

Notable transactions for the week include:

LinkedIn’s acquisition of Newsle Inc.

Comcast Corporation’s acquisition of PowerCloud Systems, Inc.

Highjump Software, Inc.’s acquisition of Atlas Products

Zillow, Inc.’s acquisition of Retsly Software, Inc.

NetSuite Inc.’s acquisition of Venda, Inc.

Twitter, Inc.’s acquisition of CardSpring Inc.

 

M&A Transactions


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

July 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 SaaS Index – CRM & Marketing product category as shown in the SEG July 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 June, the CRM & Marketing product category achieved a median EV/Revenue multiple of 2.9x, TTM Revenue Growth of 30.2%, and EBITDA Margin of -0.7%.  Notable companies outperforming their respective category include:

  • Salesforce.com with a 8.4x EV/Revenue multiple
  • Marketo with a 64.5% revenue growth
  • Constant Contact with a 10.3% EBITDA margin

SEG SaaS Index – CRM & Marketing Product Category, SaaS, CRM & Marketing Product Category, Public, Valuations, Financial Performance, Bazzarvoice, Constant Contact, Cvent, LivePerson, Marketo, Marin Software, Salesforce.com


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

July 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 Internet Index – Travel product category as shown in the SEG June 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 Travel product category achieved a median EV/Revenue multiple of 5.2x, TTM Revenue Growth of 20.2%, and EBITDA Margin of 15.6%.  Notable companies outperforming their respective category include:

  • TripAdvisor, Inc. with a 13.8x EV/Revenue multiple
  • Ctrip with a 31.7% revenue growth
  • Priceline with a 37.6% EBITDA margin

SEG Internet Index - Travel, Internet, Travel, Public, Valuations, Financial Performance, Ctrip, Expedia, HomeAway, MakeMyTrip, Orbitz, Priceline, Travelzoo, TripAdvisor Inc.


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

July 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 Internet Index – Social product category as shown in the SEG June 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 Social product category achieved a median EV/Revenue multiple of 10.3x, TTM Revenue Growth of 62.4%, and EBITDA Margin of 9.9%.  Notable companies outperforming their respective category include:

  • Twitter, Inc. with a 21.4x EV/Revenue multiple
  • YY, Inc. with a 117.8% revenue growth
  • Facebook with a 52.3% EBITDA margin

SEG Software Index – Social, Internet, Social, Public, Valuations, Financial Performance, Facebook, LinkedIn, Renren Inc., Mail.ru Group, Twitter, Yelp, YY Inc.


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

July 15, 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 – Services product category as shown in the SEG June 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 Services product category achieved a median EV/Revenue multiple of 3.2x, TTM Revenue Growth of 31.3%, and EBITDA Margin of 7.8%.  Notable companies outperforming their respective category include:

  • Zillow with a 19.4x EV/Revenue multiple
  • Qihoo with a 123.6% revenue growth
  • Bankrate with a 23.6% EBITDA margin

SEG Software Index – Services, Internet, Services, Public, Valuations, Financial Performance, Angie’s List, Bankrate, Cartonite, Care.com, eHealth, Everyday Health, GruHub, LifeLock, Monster Worldwide, Qihoo, Shutterfly, Tree.com, Trulia, VistaPrint, Wix.com, Xoom, Zillow


Follow

Get every new post delivered to your Inbox.

Join 380 other followers

%d bloggers like this: