Today’s Public Software Valuation and Financial Performance: The SEG Software Index – Enterprise Resource Planning 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 – Enterprise Resource Planning product category as shown in the SEG February 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 January, the Enterprise Resource Planning product category achieved a median EV/Revenue multiple of 3.9x, TTM Revenue Growth of 3.4%, and EBITDA Margin of 28.4%.  Notable companies outperforming their respective category include:

  • Oracle with a 4.4x EV/Revenue multiple
  • QAD with a 11.8% revenue growth
  • Sage Group with a 94.3% EBITDA margin

SEG Software Index – Enterprise Resource Planning, Software, Enterprise Resource Planning, Public, Valuations, Financial Performance, American Software, Oracle, QAD, Sage Group, SAP

Today’s Public Software Valuation and Financial Performance: The SEG Software Index – Engineering & PLM 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 – Engineering & PLM product category as shown in the SEG February 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 January, the Engineering & PLM product category achieved a median EV/Revenue multiple of 3.6x, TTM Revenue Growth of 6.2%, and EBITDA Margin of 19.4%.  Notable companies outperforming their respective category include:

  • Aspen Technology with a 6.9x EV/Revenue multiple
  • Stratsys with a 71.8% revenue growth
  • ANSYS with a 46.6% EBITDA margin

SEG Software Index – Engineering & PLM, Software, Engineering & PLM, Public, Valuations, Financial Performance, ANSYS, Aspen Technology, Autodesk, Cadence Design Systems, Cimatron, Dassault Systems, GSE Systems, Mentor Graphics, Parametric Technology, PDF Solutions, Stratsys, Synopsys

Today’s Public Software Valuation and Financial Performance: The SEG Software Index – Development Platforms 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 – Development Platforms product category as shown in the SEG February 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 January, the Development Platforms product category achieved a median EV/Revenue multiple of 2.0x, TTM Revenue Growth of 4.4%, and EBITDA Margin of 18.7%.  Notable companies outperforming their respective category include:

  • Red Hat with a 6.5x EV/Revenue multiple
  • Red Hat with a 16.5% revenue growth
  • Progress Software with a 31.5% EBITDA margin

SEG Software Index – Development Platforms, Software, Development Platforms, Public, Valuations, Financial Performance, BSQUARE, Magic Software Enterprises, Progress Software, Red Hat, Software AG

Today’s Public Software Valuation and Financial Performance: The SEG Software Index – Business Intelligence 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 – Business Intelligence product category as shown in the SEG February 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 January, the Business Intelligence product category achieved a median EV/Revenue multiple of 3.6x, TTM Revenue Growth of 12.8%, and EBITDA Margin of 15.6%.  Notable companies outperforming their respective category include:

  • Splunk with a 13.6x EV/Revenue multiple
  • Splunk with a 50.6% revenue growth
  • Verisk with a 45.4% EBITDA marginSEG Software Index – Business Intelligence, Software, Business Intelligence, Public, Valuations, Financial Performance, Fair Isaac, Informatica, MicroStrategy, Pegasystems, Progress Software, PROS Holdings, Qik Technologies, Software AG, Splunk, Teredata, Varonis Systems, Verisk

 

Today’s Public Software Valuation and Financial Performance: The SEG Software Index – Billing and Service 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 – Billing and Service Management product category as shown in the SEG February 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 January, the Billing and Service Management product category achieved a median EV/Revenue multiple of 2.0x, TTM Revenue Growth of 12.9%, and EBITDA Margin of 26.1%.  Notable companies outperforming their respective category include:

  • Synchronoss Technologies with a 4.1x EV/Revenue multiple
  • Redknee Solutions with a 81.4% revenue growth
  • NeuStar with a 36.2% EBITDA margin

SEG Software Index – Billing and Service Management, Software, Billing and Service Management, Public, Valuations, Financial Performance, Amdocs Limited, CSG Systems International, Evolving Systems, MIND CTI, NeuStar, Redknee Solutions, Synchronoss Tehcnologies

Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Travel 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 – Travel product category as shown in the SEG February 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 January, the Travel product category achieved a median EV/Revenue multiple of 3.9x, TTM Revenue Growth of 23.7%, and EBITDA Margin of 14.2%.  Notable companies outperforming their respective category include:

  • TravelZoo with a 6.2x EV/Revenue multiple
  • Ctrip with a 111.1% revenue growth
  • TravelZoo with a 38.9% EBITDA margin

SEG Internet Index – Travel, Internet, Travel, Public, Valuations, Financial Performance, Ctrip, Expedia, HomeAway, MakeMyTrip, Orbitz, Priceline, TravelZoo, TripAdvisor

Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Social 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 – Social product category as shown in the SEG February 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 January, the Social product category achieved a median EV/Revenue multiple of 10.2x, TTM Revenue Growth of 58.4%, and EBITDA Margin of 11.2%.  Notable companies outperforming their respective category include:

  • Twitter with a 18.3x EV/Revenue multiple
  • YY with a 111.1% revenue growth
  • Facebook with a 49.6% EBITDA margin

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