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

October 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 – CRM & Marketing product category as shown in the SEG October 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 September, the CRM & Marketing product category achieved a median EV/Revenue multiple of 5.1x, TTM Revenue Growth of 29.6%, and EBITDA Margin of -8.8%.  Notable companies outperforming their respective category include:

  • Zendesk with a 15.0x EV/Revenue multiple
  • Marketo with a 63.7% revenue growth
  • Constant Contact with a 11.0% EBITDA margin

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


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

October 10, 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 September 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 August, the Business Intelligence product category achieved a median EV/Revenue multiple of 2.9x, TTM Revenue Growth of 14.2%, and EBITDA Margin of 5.1%.  Notable companies outperforming their respective category include:

  • Verisk with a 6.9x EV/Revenue multiple
  • Varonis Systems, Inc. with a 38.0% revenue growth
  • Verisk with a 45.4% EBITDA margin

SEG Software Index – Business Intelligence, Software, Business Intelligence, Public, Valuations, Financial Performance, Actuate Corporation, MicroStrategy Inc., Pegasystems Inc., Progress Software Corporation, PROS Holdings, Qlik Technologies, Varonis Systems Inc., Verisk, Teradata


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

October 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 – Billing and Service Management product category as shown in the SEG September 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 August, the Billing and Service Management product category achieved a median EV/Revenue multiple of 2.0x, TTM Revenue Growth of 8.2%, and EBITDA Margin of 21.1%.  Notable companies outperforming their respective category include:

  • Synchronoss Technologies, Inc. with a 4.6x EV/Revenue multiple
  • Redknee Solutions with a 156.4% revenue growth
  • NeuStar, Inc. with a 37.6% EBITDA margin

SEG Software Index – Billing and Service Management, Software, Billing and Service Management, Public, Valuations, Financial Performance, Amdocs Limited, CSG Systems International Inc., Evolving Systems, MIND C.T.I. Ltd., NewStar Inc., Redknee Solutions, Synchronoss Technologies Inc.


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

October 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 Internet Index – Travel product category as shown in the SEG September 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 August, the Travel product category achieved a median EV/Revenue multiple of 5.4x, TTM Revenue Growth of 22.1%, and EBITDA Margin of 15.6%.  Notable companies outperforming their respective category include:

  • TripAdvisor Inc. with a 12.9x EV/Revenue multiple
  • Ctrip with a 34.3% revenue growth
  • Priceline with a 38.2% EBITDA margin

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


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

October 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 Internet Index – Social product category as shown in the SEG September 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 August, the Social product category achieved a median EV/Revenue multiple of 13.7x, TTM Revenue Growth of 63.7%, and EBITDA Margin of 10.6%.  Notable companies outperforming their respective category include:

  • Twitter, Inc. with a 29.0x EV/Revenue multiple
  • YY, Inc. with a 113.7% revenue growth
  • Facebook with a 54.2% EBITDA margin

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


Selected M&A Deals for the Week of September 29, 2014 to October 5, 2014

October 6, 2014

The table below includes a select list of Software, SaaS, Internet and Mobile M&A transactions for the week of May 5, 2014 to May 11, 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:

News Corporation’s acquisition of Move, Inc.

UMB plc’s acquisition of Advanstar Communications Inc.

Chegg, Inc.’s acquisition of Internships, LLC

M&A Transactions, Weekly M&A Deals, M&A Software Deals, Software Equity Group


Selected M&A Deals for the Week of September 22, 2014 to September 28, 2014

September 29, 2014

The table below includes a select list of Software, SaaS, Internet and Mobile M&A transactions for the week of September 22, 2014 to September 28, 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:

Sage Group plc’s acquisition of PAI Group, Inc.

Yahoo! Inc.’s acquisition of Bookpad Techsoft India

Apple Inc.’s acquisition of Prss B.V.

Weekly M&A Deals, SEG

 


Follow

Get every new post delivered to your Inbox.

Join 419 other followers

%d bloggers like this: