SEG-Software Index Electronic Design Automation

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 Video Games product category as shown in the SEG December 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 Electronic Design Automation category achieved a median EV/Revenue multiple of 2.0x, TTM Revenue Growth of 10.1%, and EBITDA Margin of 9.9%. Notable companies outperforming their respective category include:

  1. On an EV/Revenue multiple basis, Magma Design Automation Inc. and PDF Solutions Inc. outperformed the category with multiples of 3.2x and 2.3x, respectively.
  2. On a TTM Revenue Growth basis, Mentor Graphics Corporation outperformed the category with a revenue of 18.6%.
  3. On a TTM EBITDA Margin basis, Synopsys Inc. outperformed the category with a margin of 22.1%.





SEG-Software Index Development Tools and Open Source

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 Video Games product category as shown in the SEG December 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 Tools and Open Source category achieved a median EV/Revenue multiple of 1.0x, TTM Revenue Growth of 29.0%, and EBITDA Margin of 9.9%. Notable companies outperforming their respective category include:

  1. On an EV/Revenue multiple basis, Red Hat, Inc. outperformed the category with multiples of 6.6x.
  2. On a TTM Revenue Growth basis, GeekNet and Magic Software Enterprises Ltd. outperformed the category with a revenue of 42.0% and 38.2%, respectively.
  3. On a TTM EBITDA Margin basis, Microsoft Corporation, Oracle Corporation, and Adobe Systems Incorporated outperformed the category with a margin of 42.4%, 42.0%, and 34.6%, respectively.





SEG-Software Index Development Tools and Open Source

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 Video Games product category as shown in the SEG December 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 Tools and Open Source category achieved a median EV/Revenue multiple of 2.5x, TTM Revenue Growth of 19.8%, and EBITDA Margin of 26.5%. Notable companies outperforming their respective category include:

  1. On an EV/Revenue multiple basis, Red Hat Incorporated outperformed the category with a multiple of 8.4x.
  2. On a TTM Revenue Growth basis, Magic Software Enterprises outperformed the category with a revenue of 38.2%.
  3. On a TTM EBITDA Margin basis, Microsoft Corporation and Oracle Corporation outperformed this category with a margin of 42.4% and 41.7%, respectively.




SEG-Software Index Data Management and Integration

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 Video Games product category as shown in the SEG December 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 Data Management and Integration category achieved a median EV/Revenue multiple of 3.1x, TTM Revenue Growth of 19.6%, and EBITDA Margin of 22.5%. Notable companies outperforming their respective category include:

  1. On an EV/Revenue multiple basis, Informatica Corporation and TIBCO Software outperformed the category with multiples of 5.7x and 5.1x, respectively.
  2. On a TTM Revenue Growth basis, Informatica Corporation, Oracle Corporation, and TIBCO Software outperformed the category with a revenue of 25.2%, 24.7%, and 23.1%, respectively.
  3. On a TTM EBITDA Margin basis, Oracle Corporation nearly doubled the performance of all other companies in this category with a margin of 41.7%.




SEG-Software Index Content and Document Management

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 Video Games product category as shown in the SEG December 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 Content and Document Management category achieved a median EV/Revenue multiple of 2.6x, TTM Revenue Growth of 19.1%, and EBITDA Margin of 24.8%. Notable companies outperforming their respective category include:

  1. On an EV/Revenue multiple basis, Open Text Corporation and Adobe Systems Incorporated outperformed the category with multiples of 3.4x and 3.3x, respectively.
  2. On a TTM Revenue Growth basis, dominating the category is EasyLink Services International with a commanding 125.9% revenue growth.
  3. On a TTM EBITDA Margin basis, Adobe Systems Incorporated outperformed the category with a margin of 34.8%.




SEG-Software Index Business Intelligence

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 Video Games product category as shown in the SEG December 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 category achieved a median EV/Revenue multiple of 3.7x, TTM Revenue Growth of 26.8%, and EBITDA Margin of 9.7%. Notable companies outperforming their respective category include:

  1. On an EV/Revenue multiple basis, Qlik Technologies and Informatica Corporation outperformed the category with multiples of 7.5x and 5.7x, respectively.
  2. On a TTM Revenue Growth basis, Qlik Technologies and PROS Holdings outperformed the category with a revenue growth of 42% and 33.7%, respectively.
  3. On a TTM EBITDA Margin basis, Informatica Corporation, Actuate Corporation, and PROS Holdings outperformed the category with a margin of 24.7%, 18.7%, and 13.1%, respectively.



SEG-Software Index Billing and Service Management

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 Video Games product category as shown in the SEG December 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 category achieved a median EV/Revenue multiple of 1.2x, TTM Revenue Growth of 28.8%, and EBITDA Margin of 19.7%. Notable companies outperforming their respective category include:

  1. On an EV/Revenue multiple basis, Synchronoss Technologies outperformed the category with a multiple of 4.6x.
  2. On a TTM Revenue Growth basis, AsiaInfo Holdings and Synchronoss Technologies outperformed the category with a revenue growth of 72.2% and 41.9%, respectively.
  3. On a TTM EBITDA Margin basis, MIND C.T.I., AsiaInfo Holdings, and Amdocs Limited outperformed the category with a margin of 28%, 24.8%, and 18.4%, respectively.