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