Today’s Public Software Valuation and Financial Performance: The SEG SaaS Index – Vertically Focused 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 SaaS Index – Vertically Focused product category as shown in the SEG March 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 March, the Vertically Focused product category achieved a median EV/Revenue multiple of 8.5x, TTM Revenue Growth of 38.4%, and EBITDA Margin of 11.5%.  Notable companies outperforming their respective category include:

  • Castlight Health, Inc. with a 136.4x EV/Revenue multiple
  • Castlight Health, Inc. with a 136.4% revenue growth
  • Ebix Inc. with a 37.1% EBITDA margin

SEG SaaS Index – Vertically Focused, SaaS, Vertically Focused, Public, Valuations, Financial Performance, 2U, Athenahealth, DealerTrack, Ebix Inc., Ellie Mai, Medidata, Q2 Holdings, RealPage, Textura Corp., Veeva Systems

Today’s Public Software Valuation and Financial Performance: The SEG SaaS Index – ERP & Supply Chain 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 SaaS Index – ERP & Supply Chain product category as shown in the SEG March 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 March, the ERP & Supply Chain product category achieved a median EV/Revenue multiple of 8.0x, TTM Revenue Growth of 34.8%, and EBITDA Margin of -4.5%.  Notable companies outperforming their respective category include:

  • Workday, Inc. with a 32.9x EV/Revenue multiple
  • Workday, Inc. with a 71.4% revenue growth
  • Fleetmatics with a 25.3% EBITDA margin

SEG SaaS Index – ERP & Supply Chain, SaaS, ERP & Supply Chain, Public, Valuations, Financial Performance, Amber Road, E2Open, Fleetmatics, Netsuite, SciQuest, SPS Commerce, Unit 4, Workday

Today’s Public Software Valuation and Financial Performance: The SEG SaaS Index – CRM & Marketing 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 SaaS Index – CRM & Marketing product category as shown in the SEG March 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 March, the CRM & Marketing product category achieved a median EV/Revenue multiple of 3.2x, TTM Revenue Growth of 26.0%, and EBITDA Margin of -0.7%.  Notable companies outperforming their respective category include:

  • Marketo with a 12.4x EV/Revenue multiple
  • Marketo with a 64.2% revenue growth
  • Constant Contact with a 9.4% EBITDA margin

SEG SaaS Index – CRM & Marketing, SaaS, CRM & Marketing, Public, Valuations, Financial Performance, Bazaarvoic, Constant Contact, Cvent, LivePerson, Marketo, marin Software, Salesforce.com, Vocus

Today’s Public Software Valuation and Financial Performance: The 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 March 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 February, the Infrastructure product category achieved a median EV/Revenue multiple of 1.5x, TTM Revenue Growth of 5.2%, and EBITDA Margin of 6.6%.  Notable companies outperforming their respective category include:

  • VeriSign with a 7.3x EV/Revenue multiple
  • Interactive Intelligence, Inc. with a 34.1% revenue growth
  • VeriSign with a 61.0% EBITDA margin

SEG Internet Index – Infrastructure, Internet, Infrastructure, Public, Valuations, Financial Performance, 8x8 Inc, Akamai Technologies, Brightcove, BroadSoft, Digital River, Envivio, Harmonic, Interactive Intelligence, Limelight Networkds, Mitel Networks, Polycom Inc., Rovi, SeaChange International, ShoreTel, Sonus Networkds, Synacore, Tucows, VeriSign

Today’s Public Software Valuation and Financial Performance: The 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 March 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 February, the Gaming product category achieved a median EV/Revenue multiple of 3.8x, TTM Revenue Growth of 15.2%, and EBITDA Margin of 35.2%.  Notable companies outperforming their respective category include:

  • Tencent Holdings with a 15.9 EV/Revenue multiple
  • NSoft with a 36.3% revenue growth
  • Giant Interactive with a 63.6% EBITDA margin

SEG Internet Index – Gaming, Internet, Gaming, Public, Valuations, Financial Performance, ChangYou.com, Giant Interactive, Netease, NCSoft, Perfect World, Sohu.com, Tencent Holdings, Zynga Inc.

Today’s Public Software Valuation and Financial Performance: The 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 March 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 February, the Content & Media product category achieved a median EV/Revenue multiple of 3.6x, TTM Revenue Growth of 7.9%, and EBITDA Margin of 16.4%.  Notable companies outperforming their respective category include:

  • Shutterstock, Inc. with a 13.9x EV/Revenue multiple
  • Youku with a 68.7% revenue growth
  • Yahoo! Inc. with a 22.0% EBITDA margin

SEG Internet Index – Content & Media, Internet, Content & Media, Public, Valuations, Financial Performance, AOL, DemandMedia, InterActiveCorp, Netflix, Pandora, Shutterstock, TheStreet.com, WebMD Health, XO Group, Yahoo!, Youku

Today’s Public Software Valuation and Financial Performance: The 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 March 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 February, the Commerce product category achieved a median EV/Revenue multiple of 1.0x, TTM Revenue Growth of 14.0%, and EBITDA Margin of 8.3%.  Notable companies outperforming their respective category include:

  • 58.com Inc. with a 23.6x EV/Revenue multiple
  • 58.com Inc. with a 67.3% revenue growth
  • Mercadolibre, Inc. with a 35.0% EBITDA margin

SEG Internet Index - Commerce, Internet, Commerce, Public, Valuations, Financial Performance, 1-800-Flowers, 58.com, Amazon.com, Biatuto Holdings, BlueNile, DangDang, Digital River, eBay, GeekNet, Liquidity Services, Mecox Lane Limited, Mercadolibre, Overstock.com, PetMed, Stamps