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 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 April, the Infrastructure product category achieved a median EV/Revenue multiple of 1.3x, TTM Revenue Growth of 10.3%, and EBITDA Margin of 6.5%.  Notable companies outperforming their respective category include:

  • VeriSign with a 6.0x EV/Revenue multiple
  • Brightcove Inc. with a 25.4% 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 Networks, Mitel Networks, Ploycom, Rovi Corporation, SeaChange International, Shore Tel Inc., Sonus Networks, Synacore Inc., Tucows Inc., 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 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 April, the Gaming product category achieved a median EV/Revenue multiple of 3.7x, TTM Revenue Growth of 10.9%, and EBITDA Margin of 30.7%.  Notable companies outperforming their respective category include:

  • Tencent Holdings with a 11.1x EV/Revenue multiple
  • Tencent Holdings with a 37.7% revenue growth
  • Giant Interactive with a 65.7% EBITDA margin

SEG Internet Index - Gaming, Internet, Social, Gaming, 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 and 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 and 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 April, the Content and Media product category achieved a median EV/Revenue multiple of 3.4x, TTM Revenue Growth of 6.6%, and EBITDA Margin of 13.2%.  Notable companies outperforming their respective category include:

  • Shutterstock, Inc. with a 9.9x EV/Revenue multiple
  • Youku with a 68.7% revenue growth
  • Shutterstock, Inc. with a 20.0% EBITDA margin

SEG Internet Index – Content and Media, Internet, Content and Media, Public, Valuations, Financial Performance, AIL Inc., DemandMedia, InterActiveCorp, Netflix, Pandora, Shutterstock, TheStreet.com, WebMD Health Corp., XO Group, Yahoo! Inc., 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 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 April, the Commerce product category achieved a median EV/Revenue multiple of 0.9x, TTM Revenue Growth of 15.0%, and EBITDA Margin of 8.6%.  Notable companies outperforming their respective category include:

  • 58.com, Inc. with a 20.1x 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.com, 58.com, Amazon.com, Bitauto Holdings Limited, BlueNile, Chegg, DangDang, Digital River Inc., eBay, GeekNet, Liquidity Services, Mecox Lane Limited, Mercadolibre Inc., Overstock.com, PetMed Express, Stamps.com

Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Ad Tech and Lead Generation 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 – Ad Tech and Lead Generation 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 April, the Ad Tech and Lead Generation, Internet, Ad Tech and Lead Generation, Public, Valuations, Financial Performance product category achieved a median EV/Revenue multiple of 2.5x, TTM Revenue Growth of 27.0%, and EBITDA Margin of 7.1%.  Notable companies outperforming their respective category include:

  • LinkedIn with a 9.8x EV/Revenue multiple
  • Rocket Fuel, Inc. with a 125.7% revenue growth
  • Baidu.com, Inc. with a 40.3% EBITDA margin

SEG Internet Index – Ad Tech and Lead Generation, Internet, Ad Tech and Lead Generation, Public, Valuations, Financial Performance, Angie’s List, Baidu.com, Bankrate, Criteo SA, Conversant, Coupons.com, Google, Groupon, InterActiveCorp, LinkedIn, Marchex Inc., QuinStreet, ReachLocal, Rocket Fuel, The Rubicon Project, SINA Coporation, Schu.com, Tree.com, Tremor, Yandes, YuMe

Today’s Public Software Valuation and Financial Performance: The SEG SaaS Index – Other Public SaaS Companies 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 – Other Public SaaS Companies 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 April, the Other Public SaaS Companies product category achieved a median EV/Revenue multiple of 5.0x, TTM Revenue Growth of 28.2%, and EBITDA Margin of -14.4%.  Notable companies outperforming their respective category include:

  • FireEye, Inc. with a 34.2x EV/Revenue multiple
  • Liquid Holdings Group, LLC with a 137.4% revenue growth
  • J2Global with a 41.3% EBITDA margin

SEG SaaS Index – Other Public SaaS Companies, SaaS, Other Public SaaS Companies, Public, Valuations, Financial Performance, Benefitfocus, ChannelAdvisors, Concur, Convisint Corporation, Demandware, FireEye, InContact, IntraLinks, J2 Global, Jive Software, Liquid Holdings Group, OpenTable, Oualys, Rally Software Development, RingCentral, Service-now.com, Zix Corporation