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 January 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 December, 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 24.3x EV/Revenue multiple
  • com with a 83.8% revenue growth
  • Alibaba Technologies with a 46.5% EBITDA margin

SEG Internet Index – Commerce, Internet, Commerce, Public, Valuations, Financial Performance, 1-800-FLOWERS.com, 50.com, Alibaba, Amazon.com, Bitauto Holdings, BlueNile, Bordertree, Chegg, DangDang, Digital River, eBay, GeekNet, Groupon, Liquidity Services, Madoz Lane, Mercadolibre, MOL Global, Overstock.com, PetMed Express, Stamps.com

Today’s Public Software Valuation and Financial Performance: The SEG Software Index – Vertical | Other 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 | Other product category as shown in the SEG January 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 December, the Vertical | Other product category achieved a median EV/Revenue multiple of 3.8x, TTM Revenue Growth of 16.5%, and EBITDA Margin of 11.8%.  Notable companies outperforming their respective category include:

  • Guidewire Software with a 8.3x EV/Revenue multiple
  • Constallation with a 38.7% revenue growth
  • Tyler Technologies with a 21.5% EBITDA margin

SEG Software Index – Vertical | Other, Software, Vertical | Other, Public, Valuations, Financial Performance, Blackbaud, Constellation, EPIQ Systems, Guidewire Software, Sapers International, Silver Spring Networks, Tyler Technologies

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 January 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 December, the Workforce Management product category achieved a median EV/Revenue multiple of 7.8x, TTM Revenue Growth of 38.1%, and EBITDA Margin of 7.9%.  Notable companies outperforming their respective category include:

  • Workday with a 19.8x 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 Ultimate Software Group, Workday

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 January 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 December, the Vertically Focused product category achieved a median EV/Revenue multiple of 7.4x, TTM Revenue Growth of 38.1%, and EBITDA Margin of 7.9%.  Notable companies outperforming their respective category include:

  • Castlight Health with a 24.1 EV/Revenue multiple
  • Castlight Health with a 295.4% revenue growth
  • Ebix with a 39.1% EBITDA margin

SEG SaaS Index – Vertically Focused, SaaS, Vertically Focused, Public, Valuations, Financial Performance

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 January 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 December, the ERP & Supply Chain product category achieved a median EV/Revenue multiple of 5.5x, TTM Revenue Growth of 30.6%, and EBITDA Margin of -8.7%.  Notable companies outperforming their respective category include:

  • Workday with a 19.8x EV/Revenue multiple
  • Workday with a 72.2% revenue growth
  • Fleetmatics with a 22.9% EBITDA margin

SEG SaaS Index – ERP & Supply Chain, SaaS, ERP & Supply Chain, Public, Valuations, Financial Performance, Amber Road, E2opne, Fleetmatics, Netsuite, SciQuest, SPS Commerce, 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 January 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 December, the CRM & Marketing product category achieved a median EV/Revenue multiple of 7.2x, TTM Revenue Growth of 28.4%, and EBITDA Margin of -15.1%.  Notable companies outperforming their respective category include:

  • com with a 15.1x EV/Revenue multiple
  • Marketo with a 60.5% revenue growth
  • Constant Contact with a 11.6% EBITDA margin

Alternative Text: Monthly Report:  SEG SaaS Index – CRM & Marketing, SaaS, CRM & Marketing, Public, Valuations, Financial Performance, Bazaarvoice, Constant Contact, Cvent, HubSpot, LivePerson, Marketo, Marin Software, Salesforce.com, Zendesk

Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Social 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 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/reSocial_flash_reports.aspx

 

In the month of November, the Social product category achieved a median EV/Revenue multiple of 12.0x, TTM Revenue Growth of 54.5%, and EBITDA Margin of 7.8%.  Notable companies outperforming their respective category include:

  • Twitter with a 20.5x EV/Revenue multiple
  • YY with a 111.1% revenue growth
  • Facebook with a 54.0% EBITDA margin

SEG Internet Index – Social, Internet, Social, Public, Valuations, Financial Performance, Facebook, LinkedIn, Mail.ru Group, Renren, Twitter, Yelp, YY