Today’s Public Software Valuation and Financial Performance: The SEG Internet Index – Content & 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 & Media 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 Content & Media product category achieved a median EV/Revenue multiple of 2.6x, TTM Revenue Growth of 12.4%, and EBITDA Margin of 10.6%.  Notable companies outperforming their respective category include:

  • Yahoo! with a 7.6x EV/Revenue multiple
  • DemandMedia with a 40.0% revenue growth
  • AOL with a 17.4% EBITDA margin

SEG Internet Index – Content & Media, Internet, Content & Media, Public, Valuations, Financial Performance, AOL, DemandMedia, InterActiveCorp, Netflix, Pandora, Shutterstock, SINA, TehStreet.com, WebMD Health, XO Group, Xuniei, Yahoo!, 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 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 Commerce product category achieved a median EV/Revenue multiple of 1.4x, TTM Revenue Growth of 19.5%, and EBITDA Margin of 9.3%.  Notable companies outperforming their respective category include:

  • Alibaba with a 18.7x EV/Revenue multiple
  • com with a 83.8% revenue growth
  • Alibab with a 41.9% EBITDA margin

SEG Internet Index – Commerce, Internet, Commerce, Public, Valuations, Financial Performance, 1-800-FLOWERS.com, 58.com, Alibaba, Amazon.com, Bitauto 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 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 Ad Tech product category achieved a median EV/Revenue multiple of 1.9x, TTM Revenue Growth of 26.3%, and EBITDA Margin of 3.7%.  Notable companies outperforming their respective category include:

  • com with a 10.0x 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, Marchex, ReachLocal, Rocket Fuel, The Rubicon Project, Sohu.com, Tremor, TubeMogul, Yahoo!, Yandex, YuMe

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 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

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

 

In the month of November, the Services product category achieved a median EV/Revenue multiple of 2.5x, TTM Revenue Growth of 29.6%, and EBITDA Margin of 7.1%.  Notable companies outperforming their respective category include:

  • Zillow with a 15.2x EV/Revenue multiple
  • Qihoo with a 113.8% revenue growth
  • Qihoo with a 24.7% EBITDA margin

SEG Internet Index – Services, Internet, Services, Public, Valuations, Financial Performance, Angies’s List, Bankrate, Carbonite, Care.com, Cimpress, Coupons.com, eHealth, Everyday Health, GrubHub, LifeLock, Monster Worldwide, Qihoo, QuinStreet, Shutterfly, Tree.com, Trulia, Wix.com, Xoom, Zillow

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