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

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 May 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 May, the Travel product category achieved a median EV/Revenue multiple of 2.8x, TTM Revenue Growth of 20.1%, and EBITDA Margin of 17.8%.  Notable companies outperforming their respective category include:

  • HomeAway with a 7.7x EV/Revenue multiple
  • Kayak Software Corp with a 30.4% revenue growth
  • Priceline with a 36.4% EBITDA margin

internet_travel

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

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 May 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 May, the Social product category achieved a median EV/Revenue multiple of 6.9x, TTM Revenue Growth of 49.3%, and EBITDA Margin of 16.5%.  Notable companies outperforming their respective category include:

  • LinkedIn with a 18.4x EV/Revenue multiple
  • YY, Inc. with a 156.5% revenue growth
  • Mail.ru Group with a 42.8% EBITDA margin

internet_social

 

 

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

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 May 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 May, the Services product category achieved a median EV/Revenue multiple of 2.5x, TTM Revenue Growth of 38.9%, and EBITDA Margin of 9.5%.  Notable companies outperforming their respective category include:

  • Zillow with a 15.7x EV/Revenue multiple
  • Qihoo with a 96.0% revenue growth
  • Bankrate with a 23.6% EBITDA margin

internet_services

 

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

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 May 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 May, the Infrastructure product category achieved a median EV/Revenue multiple of 1.5x, TTM Revenue Growth of 9.3%, and EBITDA Margin of 7.9%.  Notable companies outperforming their respective category include:

  • VeriSign with a 6.7x EV/Revenue multiple
  • ShoreTel, Inc. with a 36.4% revenue growth
  • Akamai Technologies, Inc.  with a 37.1% EBITDA margin

internet_infrastructure

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

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 May 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 May, the Gaming product category achieved a median EV/Revenue multiple of 2.8x, TTM Revenue Growth of 21.9%, and EBITDA Margin of 36.0%.  Notable companies outperforming their respective category include:

  • Tencent Holdings with a 8.6x EV/Revenue multiple
  • Sohu.com Inc. with a 27.0% revenue growth
  • Giant Interactive with a 64.3% EBITDA margin

internet_gaming

 

Today’s Public Software Valuation and Financial Performance: SEG Internet Index: Content & Media Product Category

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 May 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 May, the Content & Media product category achieved a median EV/Revenue multiple of 1.9x, TTM Revenue Growth of 8.0%, and EBITDA Margin of 15.1%.  Notable companies outperforming their respective category include:

  • Shutterstock, Inc. with a 7.7x EV/Revenue multiple
  • Pandora with a 55.7% revenue growth
  • Yahoo! Inc. with a 27.1% EBITDA margin

internet_content and media

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

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 May 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 May, the Commerce product category achieved a median EV/Revenue multiple of 0.8x, TTM Revenue Growth of 14.5%, and EBITDA Margin of 6.9%.  Notable companies outperforming their respective category include:

  • Mercadolibre, Inc. with a 11.4x EV/Revenue multiple
  • Bitauto Holdings Limited with a 57.8% revenue growth
  • eBay Inc. with a 29.6% EBITDA margin

internet_commerce