Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Search 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 – Search 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 Search product category achieved a median EV/Revenue multiple of 5.6x, TTM Revenue Growth of 29.1%, and EBITDA Margin of 32.8%.  Notable companies outperforming their respective category include:

  • com with a 11.3x EV/Revenue multiple
  • com with a 54.8% revenue growth
  • Yandex with a 38.6% EBITDA margin

SEG Internet Index – Search, Internet, Search, Public, Valuations, Financial Performance, Baidu.com, Google, InterActiveCorp, Yandex

Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Infrastructure 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 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 Infrastructure product category achieved a median EV/Revenue multiple of 1.4x, TTM Revenue Growth of 7.2%, and EBITDA Margin of 4.7%.  Notable companies outperforming their respective category include:

  • VeriSign with a 7.2x EV/Revenue multiple
  • Rovi with a 32.4% revenue growth
  • VeriSign Health with a 61.6% EBITDA margin

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

Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Gaming 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 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 Gaming product category achieved a median EV/Revenue multiple of 2.2x, TTM Revenue Growth of 12.4%, and EBITDA Margin of 10.6%.  Notable companies outperforming their respective category include:

  • Yahoo! with a 8.4x EV/Revenue multiple
  • Shutterstock with a 40.7% revenue growth
  • WebMD Health with a 19.1% EBITDA margin

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

Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Content & Media 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 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 Content & Media product category achieved a median EV/Revenue multiple of 2.2x, TTM Revenue Growth of 12.4%, and EBITDA Margin of 10.6%.  Notable companies outperforming their respective category include:

  • Yahoo! with a 8.4x EV/Revenue multiple
  • Shutterstock with a 40.7% revenue growth
  • WebMD Health with a 19.1% EBITDA margin

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

Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Commerce 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 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 Commerce product category achieved a median EV/Revenue multiple of 1.5x, TTM Revenue Growth of 13.5%, and EBITDA Margin of 7.7%.  Notable companies outperforming their respective category include:

  • Alibaba with a 26.2 EV/Revenue multiple
  • com with a 83.8% revenue growth
  • Alibaba with a 46.5% EBITDA margin

SEG Internet Index – Commerce, Internet, Commerce, Public, Valuations, Financial Performance, 1-800-Flowers.com, 58.com, Alibaba, Amazon.com, Biauto Holdings, BlueNile, BorderFree, Chegg, DangDang, Digital River, eBay, GeekNet, Groupon, Liquidity Services, Mecox Lane, Mercadolibre, MOL Global, Overstock.com, PetMed Express, Stamps.com

Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Ad Tech 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 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 Ad Tech product category achieved a median EV/Revenue multiple of 2.2x, TTM Revenue Growth of 27.7%, and EBITDA Margin of 3.7%.  Notable companies outperforming their respective category include:

  • com with a 11.3x EV/Revenue multiple
  • TubeMogul with a 104.6% revenue growth
  • Yandex with a 38.6% EBITDA margin

SEG Internet Index – Ad Tech, Internet, Ad Tech, Public, Valuations, Financial Performance, AOL, Baidu.com, Criteo SA, Google, Marches, Reach Local, Rocket Fuel, The Rubicon Project, Sohu.com, Tremor, TubeMogul, Yahoo!, Yandex, YuMe

Today’s Public Software Valuation and Financial Performance: The SEG SaaS Index – Workforce 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 SaaS Index – Workforce 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 Workforce Management product category achieved a median EV/Revenue multiple of 7.0x, TTM Revenue Growth of 31.8%, and EBITDA Margin of -14.8%.  Notable companies outperforming their respective category include:

  • Workday with a 21.1x EV/Revenue multiple
  • Workday with a 72.2% revenue growth
  • The Ultimate Software Group with a 14.2% EBITDA margin

SEG SaaS Index – Workforce Management, SaaS, Workforce Management, Public, Valuations, Financial Performance, Benefitfocus, Callidus Software, Cornerstone OnDemand, Halogen Software, Paylocity Holding, The Ulimate Software Group, Workday