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


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

April 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 SaaS Index – ERP & Supply Chain 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 ERP & Supply Chain product category achieved a median EV/Revenue multiple of 9.2x, TTM Revenue Growth of 35.4%, and EBITDA Margin of -0.2%.  Notable companies outperforming their respective category include:

  • Workday, Inc. with a 39.4x EV/Revenue multiple
  • Workday, Inc. with a 71.4% revenue growth
  • Fleetmatics with a 25.5% EBITDA margin

20140415.SaaS.ERP


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

April 14, 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 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 CRM& Marketing product category achieved a median EV/Revenue multiple of 3.5x, TTM Revenue Growth of 31.0%, and EBITDA Margin of 0.3%.  Notable companies outperforming their respective category include:

  • Marketo with a 15.5x EV/Revenue multiple
  • Marketo with a 64.2% revenue growth
  • Constant Contact with a 10.7% EBITDA margin

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


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

April 11, 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 Software Index – Vertical Other product category as shown in the SEG January 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 December, the product category achieved a median EV/Revenue multiple of 3.7x, TTM Revenue Growth of 24.6%, and EBITDA Margin of 12.3%.  Notable companies outperforming their respective category include:

  • Guidewire Software, Inc. with a 9.0x EV/Revenue multiple
  • Constellation with a 36.6% revenue growth
  • Micros Systems with a 19.8% EBITDA margin

SEG Software Index – Vertical Other, Software, Vertical Other, Public, Valuations, Financial Performance, Balckbaud Inc., Constellation, EPIQ Systems Inc., Guidewire Software Inc., Micro Systems, PROS Holdings, Sapiens International, Silver Spring Networks Inc., Tyler Technologies Inc.


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

April 9, 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 Software Index – Systems Management product category as shown in the SEG January 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 December, the Systems Management product category achieved a median EV/Revenue multiple of 5.2x, TTM Revenue Growth of 15.3%, and EBITDA Margin of 24.2%.  Notable companies outperforming their respective category include:

  • SolarWinds, Inc. with a 8.4x EV/Revenue multiple
  • SolarWinds, Inc. with a 24.2% revenue growth
  • CA Technologies with a 34.5% EBITDA margin

SEG Software Index – Systems Management, Software, Storage, Systems Management, Public, Valuations, Financial Performance, CA Technologies, Citrix Systems, Netscout Systems, Red Hat Inc., SolarWinds, VMWare Inc.


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

April 8, 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 Software Index – Supply Chain Management & Logistics product category as shown in the SEG January 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 December, the Supply Chain Management & Logistics product category achieved a median EV/Revenue multiple of 5.4x, TTM Revenue Growth of 14.2%, and EBITDA Margin of 24.1%.  Notable companies outperforming their respective category include:

  • Aspen Technology, Inc. with a 11.3x EV/Revenue multiple
  • Aspen Technology, Inc. with a 24.3% revenue growth
  • The Descartes Systems Group Inc. with a 28.2% EBITDA margin

SEG Software Index – Supply Chain Management & Logistics, Software, Storage, Supply Chain Management & Logistics, Public, Valuations, Financial Performance, American Software, Aspen Technology, Manhattan Associates, The Descartes Systems Group


Today’s Public Software Valuation and Financial Performance: The SEG Software Index – Storage, Data Management & Integration Product Category

April 7, 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 Software Index – Storage, Data Management & Integration product category as shown in the SEG January 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 December, the Storage, Data Management & Integration product category achieved a median EV/Revenue multiple of 3.1x, TTM Revenue Growth of 4.4%, and EBITDA Margin of 23.3%.  Notable companies outperforming their respective category include:

  • Splunk, Inc. with a 26.3x EV/Revenue multiple
  • Splunk, Inc. with a 51.4% revenue growth
  • Oracle Corporation with a 43.4% EBITDA margin

SEG Software Index – Storage, Data Management & Integration, Software, Storage, Data Management & Integration, Public, Valuations, Financial Performance, Brocade Communications Systems, CA Inc., Cisco Systems Inc., CommVault Systems, EMC, FalconStor Software, IBM, Informatica Corporation, Miscrosoft, NetApp, Oracle, Splunk Inc., TIBCO Software


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

April 5, 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 Software Index – Security product category as shown in the SEG January 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 December, the Security product category achieved a median EV/Revenue multiple of 3.3x, TTM Revenue Growth of 14.2%, and EBITDA Margin of 3.2%.  Notable companies outperforming their respective category include:

  • Imperva with a 8.7x EV/Revenue multiple
  • Palo Alto Networks with a 54.4% revenue growth
  • Check Point Software Tech Ltd. with a 56.1% EBITDA margin

SEG Software Index – Security, Software, Security, Public, Valuations, Financial Performance, AVG Technologies, Barracuda Networks, Check Point Software Tech LTD., Commtouch Software, Fortinet Inc., Guidance Software, Imperva, Palo Alto Networkds, Proofpoint, Sourcefire, Symantec Corporation, Trend Micro, VASCO Data Security International


Today’s Public Software Valuation and Financial Performance: The SEG Software Index – Networking/Network Performance Management Product Category

April 4, 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 Software Index – Networking/Network Performance Management product category as shown in the SEG January 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 December, the Networking/Network Performance Management product category achieved a median EV/Revenue multiple of 2.8x, TTM Revenue Growth of 4.6%, and EBITDA Margin of 13.5%.  Notable companies outperforming their respective category include:

  • Barracuda Networks, Inc. with a 7.7x EV/Revenue multiple
  • Cyan, Inc. with a 58.4% revenue growth
  • F5 Networks, Inc. with a 31.6% EBITDA margin

SEG Software Index – Networking/Network Performance Management, Software, Networking/Network Performance Management, Public, Valuations, Financial Performance, Allot Communications Ltd., Aruba Networks, Barracuda Networks, Brocade Communications, Cisco Systems, Cyan Inc., Compuware Corporation, F5 Networks Inc., Gigamon LLC, Juniper Networks, Radware Ltd., Riverbed Technology


Today’s Public Software Valuation and Financial Performance: The SEG Software Index – Mobile Solutions / Content Product Category

April 3, 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 Software Index – Mobile Solutions / Content product category as shown in the SEG January 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 December, the Mobile Solutions / Content product category achieved a median EV/Revenue multiple of 3.0x, TTM Revenue Growth of 23.7%, and EBITDA Margin of 7.2%.  Notable companies outperforming their respective category include:

  • Qihoo 360 Technology Co., Ltd with a 17.3x EV/Revenue multiple
  • NQ Mobile Inc. with a 113.0% revenue growth
  • Gree with a 33.5% EBITDA margin

SEG Software Index – Mobile Solutions / Content, Software, Mobile Solutions / Content, Public, Valuations, Financial Performance, Bango PLC, Glu Mobile Inc., Gree, Millennial Media Inc., Myrlad Group AG, NQ Mobile Inc., Opera, Qihoo 360 Technology Co., Pandora Media, Synchronoss Technologies, Tangoe, TeleCommunication Systems, TeleNav, Zynga


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

April 2, 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 SEG Software Index – IT Conglomerates product category as shown in the SEG January 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 December, the IT Conglomerates product category achieved a median EV/Revenue multiple of 3.1x, TTM Revenue Growth of 0.9%, and EBITDA Margin of 35.0%.  Notable companies outperforming their respective category include:

  • SAP AG with a 4.6x EV/Revenue multiple
  • Microsoft Corporation with a 11.1% revenue growth
  • Oracle Corporation with a 43.4% EBITDA margin

SEG Software Index – IT Conglomerates, Software, IT Conglomerates, Public, Valuations, Financial Performance, Hewlett Packard, IBM, Microsoft Corporation, Oracle, SAP AG


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

April 1, 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 Software Index – Healthcare product category as shown in the SEG January 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 December, the Healthcare product category achieved a median EV/Revenue multiple of 2.5x, TTM Revenue Growth of 7.6%, and EBITDA Margin of 16.9%.  Notable companies outperforming their respective category include:

  • Cerner Corporation with a 6.5x EV/Revenue multiple
  • Accretive Health with a 32.2% revenue growth
  • MedAssets with a 30.8% EBITDA margin

SEG Software Index - Healthcare, Software, Healthcare, Public, Valuations, Financial Performance, Accretive Health, Allscripts Healthcare Solutions Inc., Cermer Corporation, Computer Programs and Sys, MedAssets, Merge Healthcare, Omnicell Inc., Quality Systems


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

March 31, 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 Software Index – Gaming product category as shown in the SEG January 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 December, the Gaming product category achieved a median EV/Revenue multiple of 1.6x, TTM Revenue Growth of 10.7%, and EBITDA Margin of 13.4%.  Notable companies outperforming their respective category include:

  • GameLoft SA with a 2.9x EV/Revenue multiple
  • GameLoft SA with a 21.8% revenue growth
  • Ubisoft Entertainment with a 37.7% EBITDA margin

SEG Software Index - Gaming, Software, Gaming, Public, Valuations, Financial Performance, Activision Blizzard, Electronic Arts Inc., GameLoft SA, Konami Corporation, Take-Two Interactive, Ubisoft Entertainment


Today’s Public Software Valuation and Financial Performance: The SEG Software Index Financial & Accounting Product Category

March 28, 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 SEG Software Index Financial & Accounting product category as shown in the SEG January 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 December, the Financial & Accounting product category achieved a median EV/Revenue multiple of 3.8x, TTM Revenue Growth of 10.7%, and EBITDA Margin of 26.7%.  Notable companies outperforming their respective category include:

  • Qiwi plc with a 7.9x EV/Revenue multiple
  • ACI Worldwide, Inc. with a 39.5% revenue growth
  • NetSol Technologies Inc. with a 46.4% EBITDA margin

SEG Software Index Financial & Accounting, Software, Financial & Accounting, Public, Valuations, Financial Performance, ACI Worldwide, Bottomline Technologies, DST Systems, Evertec, Fair Isaac Corporation, Fiserv, Intuit Inc., Model N Inc., NetSol Technologies, Sage Group plc, Qiwi plc


Today’s Public Software Valuation and Financial Performance: The SEG Software Index – Enterprise Resource Planning Product Category

March 27, 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 SEG Software Index – Enterprise Resource Planning product category as shown in the SEG January 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 December, the Enterprise Resource Planning product category achieved a median EV/Revenue multiple of 3.6x, TTM Revenue Growth of 2.7%, and EBITDA Margin of 29.0%.  Notable companies outperforming their respective category include:

  • SAP with a 4.6x EV/Revenue multiple
  • Sage Group plc with a 6.6% revenue growth
  • Oracle Corporation with a 43.4% EBITDA margin

SEG Software Index – Enterprise Resource Planning, Software, Enterprise Resource Planning, Public, Valuations, Financial Performance, American Software Inc., Oracle Corporation, QAD Inc., Sage Group plc, SAP


Today’s Public Software Valuation and Financial Performance: The SEG Software Index Engineering & PLM Product Category

March 26, 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 Software Index Engineering & PLM product category as shown in the SEG January 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 December, the Engineering & PLM product category achieved a median EV/Revenue multiple of 3.1x, TTM Revenue Growth of 4.4%, and EBITDA Margin of 20.1%.  Notable companies outperforming their respective category include:

  • Stratasys, Inc. with a 14.2x EV/Revenue multiple
  • Stratasys, Inc. with a 113.4% revenue growth
  • Dassault Systemes with a 30.9% EBITDA margin

SEG Software Index Engineering & PLM, Software, Engineering & PLM, Public, Valuations, Financial Performance, ANSYS Inc., Autodesk, Cadence esign Systems, Cimatron, Dassault Systemes, GSE Systems Inc., Mentor Graphics Corp., Parametric Technology Corporation, PDF Solutions Inc., Stratasys Inc., Synopsys Inc.


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

March 25, 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 Software Index – Development Platforms product category as shown in the SEG January 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 December, the Development Platforms product category achieved a median EV/Revenue multiple of 2.8x, TTM Revenue Growth of 0.1%, and EBITDA Margin of 20.0%.  Notable companies outperforming their respective category include:

  • RedHat, Inc. with a 6.5x EV/Revenue multiple
  • RedHat, Inc. with a 16.0% revenue growth
  • Microsoft Corporation with a 39.0% EBITDA margin

SEG Software Index – Development Platforms, Software, Development Platforms, Public, Valuations, Financial Performance


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

March 24, 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 Software Index – Business Intelligence product category as shown in the SEG January 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 December, the Business Intelligence product category achieved a median EV/Revenue multiple of 3.3x, TTM Revenue Growth of 9.7%, and EBITDA Margin of 14.0%.  Notable companies outperforming their respective category include:

  • PROS Holdings with a 7.5x EV/Revenue multiple
  • PROS Holdings with a 24.6% revenue growth
  • Verisk with a 44.6% EBITDA margin

SEG Software Index – Business Intelligence, Software, Business Intelligence, Public, Valuations, Financial Performance, Actuate Corporation, MicroStrategy Inc., Pagasystems, Progress Software Corp., PROS Holdings, Qlick Technologies, Verisk, Teradata


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

March 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 Software Index Billing and Service Management product category as shown in the SEG January 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 December, the Billing and Service Management product category achieved a median EV/Revenue multiple of 3.6x, TTM Revenue Growth of 7.7%, and EBITDA Margin of 19.4%.  Notable companies outperforming their respective category include:

  • Evolving Systems, Inc. with a 3.9x EV/Revenue multiple
  • Redknee Solutions with a 149.8% revenue growth
  • NeuStar, Inc. with a 42.0% EBITDA margin

SEG Internet Index – Social, Internet, Social, Public, Valuations, Financial Performance, Amdocs Limited, AsiaInfo Holdings, CSG Systems International, Evolving Systems, MIND CTI Ltd., NeuStar, Redknee Solutions, Synchronoss Technologies


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

March 20, 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 January 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 December, the Travel product category achieved a median EV/Revenue multiple of 5.1x, TTM Revenue Growth of 21.1%, and EBITDA Margin of 17.3%.  Notable companies outperforming their respective category include:

  • TripAdvisor Inc. with a 12.8x EV/Revenue multiple
  • Priceline with a 57.3% revenue growth
  • Priceline with a 37.4% EBITDA margin

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


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

March 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 SEG Internet Index – Social product category as shown in the SEG January 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 December, the Social product category achieved a median EV/Revenue multiple of 17.0x, TTM Revenue Growth of 56.9%, and EBITDA Margin of 12.1%.  Notable companies outperforming their respective category include:

  • Twitter, Inc. with a 64.7x EV/Revenue multiple
  • YY, Inc. with a 121.9% revenue growth
  • Facebook with a 47.5% EBITDA margin

SEG Internet Index – Social, Internet, Social, Public, Valuations, Financial Performance, Facebook, Linkedin, Mail.ru group, Renren Inc., Twitter, Yelp, YY Inc.


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

March 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 Internet Index – Services product category as shown in the SEG January 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 December, the Services product category achieved a median EV/Revenue multiple of 3.6x, TTM Revenue Growth of 45.5%, and EBITDA Margin of 5.3%.  Notable companies outperforming their respective category include:

  • Qihoo with a 17.3x EV/Revenue multiple
  • Tree.com with a 97.6% revenue growth
  • Qihoo with a 26.4% EBITDA margin

SEG Internet Index – Services, Internet, Services, Public, Valuations, Financial Performance, Angie’s List, Bankrate, Carbonite, LifeLock, Monster Worldwide, Qihoo, Shutterfly, Tree.com, Trulia, VistaPrint, Wix.com, Xoom, Zillow


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

March 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 – Infrastructure product category as shown in the SEG January 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 December, the Infrastructure product category achieved a median EV/Revenue multiple of 1.6x, TTM Revenue Growth of 4.7%, and EBITDA Margin of 6.1%.  Notable companies outperforming their respective category include:

  • VeriSign with a 8.1x EV/Revenue multiple
  • Interactive Intelligence, Inc. with a 32.7% revenue growth
  • VeriSign with a 62.5% EBITDA margin

SEG Internet Index – Infrastructure, Internet, Infrastructure, Public, Valuations, Financial Performance, 8x8 Inc., Akamai Technologies, Brightcove Inc., BroadSoft, Digital River, Envivio, Harmonic, Interactive Intelligence, Limelight Networks, Mitel Networks Corp., Polycom, Rovi Corporation, SeaChange International, ShoreTel Inc., Sonus Networkds, Synacore, Tucows Inc., VeriSign


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

March 14, 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 Gaming product category as shown in the SEG January 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 December, the Gaming product category achieved a median EV/Revenue multiple of 3.6x, TTM Revenue Growth of 15.7%, and EBITDA Margin of 35.2%.  Notable companies outperforming their respective category include:

  • Tencent Holdings with a 12.3x EV/Revenue multiple
  • Tencent Holdings with a 40.2% revenue growth
  • Giant Interactive with a 63.6% EBITDA margin

SEG Internet Index Gaming, Internet, Gaming, Public, Valuations, Financial Performance, ChangYou.com, Giant Interactive, Netease, NCSoft, Perfect World, Sohu.com Inc., Tencent Holdings, Zynga


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