Today’s Public Software Valuation and Financial Performance: SEG Internet Index: Services 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 Services product category as shown in the SEG April 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 April, the Services product category achieved a median EV/Revenue multiple of 2.8x, TTM Revenue Growth of 42.2%, and EBITDA Margin of 8.5%.  Notable companies outperforming their respective category include:

  • Zillow with a 14.2x EV/Revenue multiple
  • Qihoo with a 96.0% revenue growth
  • Bankrate with a 24.9% EBITDA margin

Services

SEG Publishes Its December 2012 Monthly Flash Report

Our complimentary December 2012 Flash Report assesses the financial and market performance of more than 250 publicly traded software, SaaS, and Internet companies, sorted by product category. The Report also highlights a selection of the most recent software M&A transactions.

Download the report by visiting: http://www.softwareequity.com/research_flash_reports.aspx

SEG Publishes Its October 2012 Monthly Flash Report

Our complimentary October 2012 Flash Report assesses the financial and market performance of more than 250 publicly traded software, SaaS, and Internet companies, sorted by product category. The Report also highlights a selection of the most recent software M&A transactions.

Download the report by visiting: http://www.softwareequity.com/research_flash_reports.aspx

SEG Publishes Its April 2012 Monthly Flash Report

Our complimentary April 2012 Flash Report assesses the financial and market performance of more than 250 publicly traded software, SaaS, and Internet companies, sorted by product category. The Report also highlights a selection of the most recent software M&A transactions.

Download the report by visiting: http://www.softwareequity.com/research_flash_reports.aspx

SEG Publishes Its March 2012 Monthly Flash Report

Our complimentary March 2012 Flash Report assesses the financial and market performance of more than 250 publicly traded software, SaaS, and Internet companies, sorted by product category. The Report also highlights a selection of the most recent software M&A transactions.

Download the report by visiting: http://www.softwareequity.com/research_flash_reports.aspx

SEG-Software Index Networking/Network Performance Mgmt

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 Video Games 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 December, the Networking/Network Performance Mgmt category achieved a median EV/Revenue multiple of 4.4x, TTM Revenue Growth of 20.5%, and EBITDA Margin of 22.8%. Notable companies outperforming their respective category include:

  1. On an EV/Revenue multiple basis, SolarWinds Inc. and F5 Networks Inc. outperformed the category with multiples of 10.2x and 6.9x, respectively.
  2. On a TTM Revenue Growth basis, Allot Communications Ltd. and F5 Networks outperformed the category with a revenue of 37.6% and 30.6%, respectively.
  3. On a TTM EBITDA Margin basis, SolarWinds Inc. and F5 Networks outperformed this category with a margin of 47.4% and 32.3%.





SEG-Software Index Mobile Solutions/Content

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 Video Games 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 December, the Mobile Solutions/Content category achieved a median EV/Revenue multiple of 1.8x, TTM Revenue Growth of 8.5%, and EBITDA Margin of 6.4%. Notable companies outperforming their respective category include:

  1. On an EV/Revenue multiple basis, Gree, Opera, and DigitalGlobe Inc. outperformed the category with multiples of 7.2x, 3.5x and 3.1x, respectively.
  2. On a TTM Revenue Growth basis, Trunkbow International Holdings and Gree drastically outperformed the category with a revenue of 117.1% and 101.5%, respectively.
  3. On a TTM EBITDA Margin basis, Trunkbow International Holdings and Gree also outperformed this category with a margin of 51.6% and 50.8%, respectively.