STATE AND VALUATION OF SAAS COMPANIES
Deb Sahoo | MBA, Finance, University of Michigan | MS, EE, University of Southern Ca...
STATEANDVALUATIONOFSAASCOMPANIES
Companies Analyzed
Company TICKER Description
Salesforce CRM Provider of enterprise cloud...
STATEANDVALUATIONOFSAASCOMPANIES
No. of Employees – DemandWare has the least
STATEANDVALUATIONOFSAASCOMPANIES
Market Cap – Workday is the rising star in SaaS world
STATEANDVALUATIONOFSAASCOMPANIES
Revenue – Salesforce and the rest of the SaaS world
STATEANDVALUATIONOFSAASCOMPANIES
Cash/Share – Concur will return you a big favor if you buy the stock
STATEANDVALUATIONOFSAASCOMPANIES
Forward P/E – Avoid NetSuite and ServiceNow
STATEANDVALUATIONOFSAASCOMPANIES
P/B – NetSuite is not rooted in reality of its books
STATEANDVALUATIONOFSAASCOMPANIES
P/FCF – Salesforce gives some bang for your buck
STATEANDVALUATIONOFSAASCOMPANIES
D/E – Debtless world !
STATEANDVALUATIONOFSAASCOMPANIES
RoA – Still don’t know how to use their assets
STATEANDVALUATIONOFSAASCOMPANIES
Gross Margin – Looks like a great business model
STATEANDVALUATIONOFSAASCOMPANIES
EBIT Margin – Ummm…May be not
STATEANDVALUATIONOFSAASCOMPANIES
Share Price – Ultimate is at its ultimate heights
STATEANDVALUATIONOFSAASCOMPANIES
Share Price Less Cash Per Share – Who returns the biggest favor?
STATEANDVALUATIONOFSAASCOMPANIES
Revenue per Employee – Salesforce employees working hard. RealPage employees hardly worki...
STATEANDVALUATIONOFSAASCOMPANIES
5 Yr. Stock Performance – Can you see two the camps?
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22. State and Valuation of SaaS Comapnies

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SaaS Valuation

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Transcript of "22. State and Valuation of SaaS Comapnies"

  1. 1. STATE AND VALUATION OF SAAS COMPANIES Deb Sahoo | MBA, Finance, University of Michigan | MS, EE, University of Southern California | B-Tech, EE, IIT
  2. 2. STATEANDVALUATIONOFSAASCOMPANIES Companies Analyzed Company TICKER Description Salesforce CRM Provider of enterprise cloud computing and social enterprise solutions NetSuite N Provider of cloud-based financials / Enterprise Resource Planning (ERP) software suites Constant Contact CTCT Provider of on-demand engagement marketing tools Demandware DWRE Provider of software-as-a-service e-commerce solutions ServiceNow NOW Provider of cloud-based services to automate enterprise information technology (IT) operations Concur CNQR Provider of on-demand Employee Spend Management solutions Workday WDAY Provider of enterprise cloud-based applications for human capital management Ultimate SW ULTI Provider of cloud-based human capital management (HCM) RealPage RP Provider of on demand software solutions for the rental housing industry Responsys MKTG Provider of on-demand software and professional services for marketers
  3. 3. STATEANDVALUATIONOFSAASCOMPANIES No. of Employees – DemandWare has the least
  4. 4. STATEANDVALUATIONOFSAASCOMPANIES Market Cap – Workday is the rising star in SaaS world
  5. 5. STATEANDVALUATIONOFSAASCOMPANIES Revenue – Salesforce and the rest of the SaaS world
  6. 6. STATEANDVALUATIONOFSAASCOMPANIES Cash/Share – Concur will return you a big favor if you buy the stock
  7. 7. STATEANDVALUATIONOFSAASCOMPANIES Forward P/E – Avoid NetSuite and ServiceNow
  8. 8. STATEANDVALUATIONOFSAASCOMPANIES P/B – NetSuite is not rooted in reality of its books
  9. 9. STATEANDVALUATIONOFSAASCOMPANIES P/FCF – Salesforce gives some bang for your buck
  10. 10. STATEANDVALUATIONOFSAASCOMPANIES D/E – Debtless world !
  11. 11. STATEANDVALUATIONOFSAASCOMPANIES RoA – Still don’t know how to use their assets
  12. 12. STATEANDVALUATIONOFSAASCOMPANIES Gross Margin – Looks like a great business model
  13. 13. STATEANDVALUATIONOFSAASCOMPANIES EBIT Margin – Ummm…May be not
  14. 14. STATEANDVALUATIONOFSAASCOMPANIES Share Price – Ultimate is at its ultimate heights
  15. 15. STATEANDVALUATIONOFSAASCOMPANIES Share Price Less Cash Per Share – Who returns the biggest favor?
  16. 16. STATEANDVALUATIONOFSAASCOMPANIES Revenue per Employee – Salesforce employees working hard. RealPage employees hardly working!
  17. 17. STATEANDVALUATIONOFSAASCOMPANIES 5 Yr. Stock Performance – Can you see two the camps?

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