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 Media 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 Media category achieved a median EV/Revenue multiple of 1.6x, TTM Revenue Growth of 17.1%, and EBITDA Margin of 16.0%. Notable companies outperforming their respective category include:
- Youku with a 14.1x EV/Revenue multiple.
- On a TTM Revenue Growth basis, Youku, Tudou Holdings Limited, and Netflix outperformed the category with a revenue growth of 156.8%, 112.1%, and 111.2%, respectively.
- On a TTM EBITDA Margin basis, Google and Sohu.com Inc. outperformed the category with a margin of 41.8% and 37.6%, respectively.