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 Enterprise Resource Planning category achieved a median EV/Revenue multiple of 2.7x, TTM Revenue Growth of 17.6%, and EBITDA Margin of 24.1%. Notable companies outperforming their respective category include:
- On an EV/Revenue multiple basis, SAP and Oracle Corporation outperformed the category with multiples of 3.4x and 3.1x, respectively.
- On a TTM Revenue Growth basis, Deltek outperformed the category with a revenue of 28.6%.
- On a TTM EBITDA Margin basis, Oracle Corporation and SAP outperformed the category with a margin of 42.0% and 37.1%, respectively.