Today’s Public Software Valuation and Financial Performance: The SEG Software Index – Billing and Service Management Product Category

February 23, 2015

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

February 20, 2015

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

February 19, 2015

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


Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Services Product Category

February 18, 2015

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 – Services 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 Services product category achieved a median EV/Revenue multiple of 2.6x, TTM Revenue Growth of 30.4%, and EBITDA Margin of 6.4%.  Notable companies outperforming their respective category include:

  • Zillow with a 12.2x EV/Revenue multiple
  • LendingClub with a 130.6% revenue growth
  • Qihoo with a 24.7% EBITDA margin

SEG Internet Index – Services, Internet, Services, Public, Valuations, Financial Performance, Angie’s List, Bankrate, Caronite, Care.com, Cimpress, Coupons.com, eHealth, Everday Health, CrubHub, LendingClub, LikeLock, Monster Worldwide, Qihoo, QuinStreet, Shutterfly, Tree.com, Trulia, Qix.com, Xcom, Zillow


Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Search Product Category

February 17, 2015

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 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 Search product category achieved a median EV/Revenue multiple of 4.3x, TTM Revenue Growth of 21.7%, and EBITDA Margin of 34.3%.  Notable companies outperforming their respective category include:

  • com with a 10.0x 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 Product Category

February 16, 2015

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 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 Infrastructure product category achieved a median EV/Revenue multiple of 1.4x, TTM Revenue Growth of 7.2%, and EBITDA Margin of 5.1%.  Notable companies outperforming their respective category include:

  • VeriSign with a 6.5x EV/Revenue multiple
  • Rovi with a 32.4% revenue growth
  • VeriSign with a 61.6% EBITDA margin

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


Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Gaming Product Category

February 13, 2015

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 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 Gaming product category achieved a median EV/Revenue multiple of 3.0x, TTM Revenue Growth of 19.2%, and EBITDA Margin of 18.3%.  Notable companies outperforming their respective category include:

  • Tencent Holdings with a 12.7x EV/Revenue multiple
  • Tencent Holdings with a 34.7% revenue growth
  • Netease with a 44.5% EBITDA margin

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


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