SEG-Software Index IT Conglomerates

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 IT Conglomerates category achieved a median EV/Revenue multiple of 2.2x, TTM Revenue Growth of 8.2%, and EBITDA Margin of 25.6%. Notable companies outperforming their respective category include:

  1. On an EV/Revenue multiple basis, Oracle Corporation outperformed the category with a multiple of 3.1x.
  2. On a TTM Revenue Growth basis, Microsoft Corporation drastically outperformed the category with a revenue of 14.7%.
  3. On a TTM EBITDA Margin basis, Microsoft Corporation and Oracle Corporation outperformed this category with a margin of 42.4% and 42.0%, respectively.





SEG-Software Index Enterprise Resource Planning

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 Enterprise Resource Planning category achieved a median EV/Revenue multiple of 2.7x, TTM Revenue Growth of 17.6%, and EBITDA Margin of 24.1%. Notable companies outperforming their respective category include:

  1. On an EV/Revenue multiple basis, SAP and Oracle Corporation outperformed the category with multiples of 3.4x and 3.1x, respectively.
  2. On a TTM Revenue Growth basis, Deltek outperformed the category with a revenue of 28.6%.
  3. On a TTM EBITDA Margin basis, Oracle Corporation and SAP outperformed the category with a margin of 42.0% and 37.1%, respectively.





SEG-Software Index Development Tools and Open Source

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 Development Tools and Open Source category achieved a median EV/Revenue multiple of 1.0x, TTM Revenue Growth of 29.0%, and EBITDA Margin of 9.9%. Notable companies outperforming their respective category include:

  1. On an EV/Revenue multiple basis, Red Hat, Inc. outperformed the category with multiples of 6.6x.
  2. On a TTM Revenue Growth basis, GeekNet and Magic Software Enterprises Ltd. outperformed the category with a revenue of 42.0% and 38.2%, respectively.
  3. On a TTM EBITDA Margin basis, Microsoft Corporation, Oracle Corporation, and Adobe Systems Incorporated outperformed the category with a margin of 42.4%, 42.0%, and 34.6%, respectively.





SEG-Software Index Development Tools and Open Source

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 Development Tools and Open Source category achieved a median EV/Revenue multiple of 2.5x, TTM Revenue Growth of 19.8%, and EBITDA Margin of 26.5%. Notable companies outperforming their respective category include:

  1. On an EV/Revenue multiple basis, Red Hat Incorporated outperformed the category with a multiple of 8.4x.
  2. On a TTM Revenue Growth basis, Magic Software Enterprises outperformed the category with a revenue of 38.2%.
  3. On a TTM EBITDA Margin basis, Microsoft Corporation and Oracle Corporation outperformed this category with a margin of 42.4% and 41.7%, respectively.




SEG-Software Index Data Management and Integration

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 Data Management and Integration category achieved a median EV/Revenue multiple of 3.1x, TTM Revenue Growth of 19.6%, and EBITDA Margin of 22.5%. Notable companies outperforming their respective category include:

  1. On an EV/Revenue multiple basis, Informatica Corporation and TIBCO Software outperformed the category with multiples of 5.7x and 5.1x, respectively.
  2. On a TTM Revenue Growth basis, Informatica Corporation, Oracle Corporation, and TIBCO Software outperformed the category with a revenue of 25.2%, 24.7%, and 23.1%, respectively.
  3. On a TTM EBITDA Margin basis, Oracle Corporation nearly doubled the performance of all other companies in this category with a margin of 41.7%.