Today’s Public Software Valuation and Financial Performance: The SEG Software Index – Vertical Finance 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 Software Index – Vertical Finance 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 November, the Vertical Finance product category achieved a median EV/Revenue multiple of 4.8x, TTM Revenue Growth of 8.1%, and EBITDA Margin of 26.3%.  Notable companies outperforming their respective category include:

  • SS&C Corporation with a 6.1x EV/Revenue multiple
  • SS&C Corporation with a 47.5% revenue growth
  • MSCI, Inc. with a 44.9% EBITDA margin

Software Index – Vertical Finance, Software, Vertical Finance, Public, Valuations, Financial Performance, Advent Software Inc., Broadridge Financial, Fidessa, Jack Henry and Assoicates, MSCI Inc., SS&C Corporation

Today’s Public Software Valuation and Financial Performance: The SEG Software Index – Systems Management 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 Software Index – Systems Management 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 November, the Systems Management product category achieved a median EV/Revenue multiple of 4.6x, TTM Revenue Growth of 15.3%, and EBITDA Margin of 24.2%.  Notable companies outperforming their respective category include:

  • VMWare, Inc. with a 5.8x EV/Revenue multiple
  • SolarWinds, Inc. with a 24.2% revenue growth
  • SolarWinds, Inc. with a 47.8% EBITDA margin

Software Index – Systems Management, Software, Systems Management, Public, Valuations, Financial Performance, CA Technologies, Citrix Systems, Netscout Systems, Red Hat Inc., SolarWinds Inc., VMWare Inc.

Today’s Public Software Valuation and Financial Performance: The SEG Software Index – Supply Chain Management and Logistics 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 Software Index – Supply Chain Management and Logistics 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 November, the Supply Chain Management and Logistics product category achieved a median EV/Revenue multiple of 5.6x, TTM Revenue Growth of 14.2%, and EBITDA Margin of 24.1%.  Notable companies outperforming their respective category include:

  • Aspen Technology, Inc. with a 10.6x EV/Revenue multiple
  • Aspen Technology, Inc. with a 24.3% revenue growth
  • The Descartes Systems Group Inc. with a 27.8% EBITDA margin

Software Index – Supply Chain Management and Logistics, Software, Supply Chain Management and Logistics, Public, Valuations, Financial Performance, American Software Inc., Aspen Technology Inc., Manhattan Associates Inc., Descartes Systems Group Inc.

Today’s Public Software Valuation and Financial Performance: The SEG Software Index – Storage, Data Management and Integration 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 Software Index – Storage, Data Management and Integration 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 November, the Storage, Data Management and Integration product category achieved a median EV/Revenue multiple of 3.0x, TTM Revenue Growth of 3.3%, and EBITDA Margin of 23.5%.  Notable companies outperforming their respective category include:

  • Splunk, Inc. with a 27.2x EV/Revenue multiple
  • Splunk, Inc. with a 51.4% revenue growth
  • Oracle Corporation with a 43.5% EBITDA margin

Software Index – Storage, Data Management and Integration, Software, Storage, Data Management and Integration, Public, Valuations, Financial Performance, Brocade Communications Systems, CA Inc., Cisco Systems Inc., CommVault Systems Inc., EMC, FalconStor Software Inc., IBM, Informatica Corporation, Microsoft Corporation, NetApp Inc., Oracle Corporation, Splunk Inc., TIBCO Software Inc.

Today’s Public Software Valuation and Financial Performance: The SEG Software Index – Security 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 Software Index – Security 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 November, the Security product category achieved a median EV/Revenue multiple of 3.7x, TTM Revenue Growth of 14.2%, and EBITDA Margin of 1.1%.  Notable companies outperforming their respective category include:

  • Proofpoint, Inc. with a 8.2x EV/Revenue multiple
  • Palo Alto Networks, Inc. with a 54.4% revenue growth
  • Check Point Software Tech Ltd. with a 56.1% EBITDA margin

Software Index – Security, Software, Security, Public, Valuations, Financial Performance, AVG Technologies, Barracuda Networks Inc., Check Point Software Tech, Commtouch Software Inc., Fortinet Inc., Guidance Software Inc., Imperva, Palo Alto Networkds Inc., Proofpoint Inc., Sourcefire Inc., Symantec Corporation, Trend Micro, VASCO Data Security International

Today’s Public Software Valuation and Financial Performance: The SEG Software Index – Networking/Network Performance Management 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 Software Index – Networking/Network Performance Management 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 November, the Networking/Network Performance Management product category achieved a median EV/Revenue multiple of 2.8x, TTM Revenue Growth of 4.6%, and EBITDA Margin of 13.6%.  Notable companies outperforming their respective category include:

  • Gigamon, LLC with a 6.2x EV/Revenue multiple
  • Cyan, Inc. with a 58.4% revenue growth
  • F5 Networks, Inc. with a 31.6% EBITDA margin

Software Index – Networking/Network Performance Management, Software, Networking/Network Performance Management, Public, Valuations, Financial Performance, Allot Communications Ltd., Aruba Networks Inc., Barracuda Networks Inc., Brocade Communications Systems, Cisco Systems Inc., Cyan Inc., Compuware Corporation, F5 Networks Inc., Gigamon LLC, Juniper Networks Inc., Radware Ltd., Riverbed Technology Inc

Today’s Public Software Valuation and Financial Performance: The SEG Software Index – Mobile Solutions/Content 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 Software Index – Mobile Solutions/Content 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 November, the Mobile Solutions/Content product category achieved a median EV/Revenue multiple of 3.1x, TTM Revenue Growth of 13.4%, and EBITDA Margin of 6.5%.  Notable companies outperforming their respective category include:

  • Qihoo 360 Technology Co., LTD with a 17.4x EV/Revenue multiple
  • NQ Mobile, Inc. with a 113.0% revenue growth
  • Gree with a 33.5% EBITDA margin

Software Index – Mobile Solutions/Content, Software, Mobile Solutions/Content, Public, Valuations, Financial Performance, Bango PLC, Glu Mobile Inc., Gree, Millennial Media Inc., Myriad Group AG, NQ Mobile Inc., Opera, Qihoo 360 Technology Co, Pandora Media, Synchronoss Technology, Tangoe, TeleCommunication Systems, TeleNav, Velti PLC, Zynga