Enterprise Value Revenue Net Income EV/Revenue EV/Net Income
- AVERAGE - 2,551 313.5 -24.8 6.8 -24.8
2U (TWOU) 2,853 239 -24 11.9 -118.9
Alteryx (AYX) 1,170 97 -27 12.1 -43.3
AppFolio (APPF) 1,502 124 2 12.1 750.8
AthenaHealth (ATHN) 4,953 1,179 32 4.2 154.8
Atlassian PLC (TEAM) 10,806 677 -54 16 -200.1
Bazaarvoice (BV) 311 203 -13 1.5 -24
Benefitfocus (BNFT) 742 248 -29 3 -25.6
Box (BOX) 2,769 453 -154 6.1 -18
BroadSoft (BSFT) 1,433 355 -9 4 -159.3
Castlight Health (CSLT) 300 125 -56 2.4 -5.4
Cloudera (CLDR) 1,604 290 -368 5.5 -4.4
Cornerstone OnDemand (CSOD) 1,781 446 -68 4 -26.2
Coupa Software (COUP) 1,667 159 -38 10.5 -43.9
Hortonworks (HDP) 1,094 218 -233 5 -4.7
HubSpot (HUBS) 2,753 345 -43 8 -64
Instructure (INST) 957 147 -51 6.5 -18.8
LivePerson (LPSN) 613 216 -30 2.8 -20.4
LogMeIn (LOGM) 2,828 801 8 3.5 353.5
Marin Software (MRIN) 493 86 -25 5.7 -19.7
Medidata Solutions (MDSO) 3,890 508 36 7.7 108.1
Mimecast Ltd (MIME) 1,614 202 -8 8 -201.8
MindBody (MB) -220 171 -16 -1.3 13.7
MobileIron (MOBL) 236 172 -57 1.4 -4.1
MuleSoft (MULE) 2,710 213 -51 12.7 -53.1
New Relic (NEWR) 2,602 284 -59 9.2 -44.1
Pure Storage A (PSTG) 2,982 832 -246 3.6 -12.1
Realpage (RP) 3,511 611 25 5.7 140.4
RingCentral (RNG) 2,904 433 -29 6.7 -100.1
Salesforce.com (CRM) 65,603 9,389 -79 7 -830.4
ServiceNow (NOW) 19,267 1,633 -166 11.8 -116.1
Shopify (SHOP) 9,120 580 -46 15.7 -198.3
SPS Commerce (SPSC) 641 213 9 3 71.2
Tableau Software (DATA) 4,985 870 -149 5.7 -33.5
The Trade Desk (TTD) 2,508 251 38 10 66
Twilio (TWLO) 2,461 337 -45 7.3 -54.7
Ultimate Software (ULTI) 5,957 861 30 6.9 198.6
Veeva Systems (VEEV) 7,400 618 118 12 62.7
Wix.com Ltd (WIX) 2,594 357 -51 7.3 -50.9
Workday (WDAY) 19,630 1,852 -367 10.6 -53.5
Xactly (XTLY) -37 97 -16 -0.4 2.3
Yext (YEXT) 947 146 -57 6.5 -16.6
Zendesk (ZEN) 2,818 364 -107 7.7 -26.3
Enterprise Value Market Cap EV/Revenue EV/Net Income Rev per Employee
- AVERAGE - 2,551 2,723 6.8 -24.8 244,258
2U (TWOU) 2,853 2,883 11.9 -118.9 197,684
Alteryx (AYX) 1,170 1,320 12.1 -43.3 228,774
AppFolio (APPF) 1,502 1,530 12.1 750.8 198,083
AthenaHealth (ATHN) 4,953 4,782 4.2 154.8 222,243
Atlassian PLC (TEAM) 10,806 11,400 16 -200.1 308,710
Bazaarvoice (BV) 311 390 1.5 -24 266,055
Benefitfocus (BNFT) 742 762 3 -25.6 173,427
Box (BOX) 2,769 2,880 6.1 -18 303,010
BroadSoft (BSFT) 1,433 1,583 4 -159.3 222,292
Castlight Health (CSLT) 300 379 2.4 -5.4 328,084
Cloudera (CLDR) 1,604 1,990 5.5 -4.4 197,279
Cornerstone OnDemand (CSOD) 1,781 2,078 4 -26.2 244,652
Coupa Software (COUP) 1,667 1,870 10.5 -43.9 243,865
Hortonworks (HDP) 1,094 1,160 5 -4.7 201,852
HubSpot (HUBS) 2,753 2,941 8 -64 216,030
Instructure (INST) 957 1,020 6.5 -18.8 154,900
LivePerson (LPSN) 613 660 2.8 -20.4 219,289
LogMeIn (LOGM) 2,828 3,080 3.5 353.5 712,633
Marin Software (MRIN) 493 521 5.7 -19.7 196,796
Medidata Solutions (MDSO) 3,890 3,971 7.7 108.1 356,742
Mimecast Ltd (MIME) 1,614 1,720 8 -201.8 211,076
MindBody (MB) -220 0 -1.3 13.7 126,667
MobileIron (MOBL) 236 320 1.4 -4.1 201,405
MuleSoft (MULE) 2,710 2,960 12.7 -53.1 253,270
New Relic (NEWR) 2,602 2,820 9.2 -44.1 261,029
Pure Storage A (PSTG) 2,982 3,480 3.6 -12.1 489,412
Realpage (RP) 3,511 3,426 5.7 140.4 138,864
RingCentral (RNG) 2,904 3,058 6.7 -100.1 417,551
Salesforce.com (CRM) 65,603 68,126 7 -830.4 375,560
ServiceNow (NOW) 19,267 19,770 11.8 -116.1 340,137
Shopify (SHOP) 9,120 10,030 15.7 -198.3 305,263
SPS Commerce (SPSC) 641 798 3 71.2 175,021
Tableau Software (DATA) 4,985 5,952 5.7 -33.5 269,935
The Trade Desk (TTD) 2,508 2,590 10 66 537,473
Twilio (TWLO) 2,461 2,740 7.3 -54.7 461,644
Ultimate Software (ULTI) 5,957 6,042 6.9 198.6 229,784
Veeva Systems (VEEV) 7,400 8,106 12 62.7 344,482
Wix.com Ltd (WIX) 2,594 2,707 7.3 -50.9 278,037
Workday (WDAY) 19,630 21,456 10.6 -53.5 280,606
Xactly (XTLY) -37 0 -0.4 2.3 215,556
Yext (YEXT) 947 1,070 6.5 -16.6 231,746
Zendesk (ZEN) 2,818 3,047 7.7 -26.3 827,273
Revenue Rev. Growth Gross Margin Net Income Net Margin Cash Free Cash Flow
- AVERAGE - 314 35 % 70 % -40 -12 % 8 ??
2U (TWOU) 239 33 % 81 % -24 -10 % 37 -57
Alteryx (AYX) 97 ∞ % 81 % -27 -28 % 153 -5
AppFolio (APPF) 124 38 % 60 % 2 2 % 32 10
AthenaHealth (ATHN) 1,179 10 % 45 % 32 3 % 123 85
Atlassian PLC (TEAM) 677 42 % 80 % -54 -8 % 614 219
Bazaarvoice (BV) 203 4 % 62 % -13 -6 % 85 6
Benefitfocus (BNFT) 248 9 % 51 % -29 -12 % 59 -22
Box (BOX) 453 28 % 73 % -154 -34 % 165 1
BroadSoft (BSFT) 355 9 % 72 % -9 -3 % 368 45
Castlight Health (CSLT) 125 35 % 66 % -56 -45 % 87 -28
Cloudera (CLDR) 290 ∞ % 53 % -368 -127 % 395 -144
Cornerstone OnDemand (CSOD) 446 9 % 69 % -68 -15 % 310 14
Coupa Software (COUP) 159 73 % 69 % -38 -24 % 208 -1
Hortonworks (HDP) 218 41 % 65 % -233 -107 % 72 -61
HubSpot (HUBS) 345 38 % 80 % -43 -12 % 492 14
Instructure (INST) 147 43 % 70 % -51 -35 % 67 -24
LivePerson (LPSN) 216 -5 % 73 % -30 -14 % 54 2
LogMeIn (LOGM) 801 216 % 80 % 8 1 % 276 244
Marin Software (MRIN) 86 -27 % 60 % -25 -29 % 33 -1
Medidata Solutions (MDSO) 508 19 % 76 % 36 7 % 367 83
Mimecast Ltd (MIME) 202 41 % 74 % -8 -4 % 112 14
MindBody (MB) 171 34 % 71 % -16 -9 % 225 -1
MobileIron (MOBL) 172 10 % 83 % -57 -33 % 89 -3
MuleSoft (MULE) 213 ∞ % 74 % -51 -24 % 256 -12
New Relic (NEWR) 284 36 % 81 % -59 -21 % 227 2
Pure Storage A (PSTG) 832 37 % 65 % -246 -30 % 523 -86
Realpage (RP) 611 13 % 58 % 25 4 % 325 92
RingCentral (RNG) 433 29 % 76 % -29 -7 % 167 11
Salesforce.com (CRM) 9,389 26 % 73 % -79 -1 % 3,501 1,852
ServiceNow (NOW) 1,633 38 % 73 % -166 -10 % 1,692 414
Shopify (SHOP) 580 71 % 57 % -46 -8 % 927 -26
SPS Commerce (SPSC) 213 14 % 67 % 9 4 % 164 22
Tableau Software (DATA) 870 7 % 88 % -149 -17 % 993 178
The Trade Desk (TTD) 251 70 % 100 % 38 15 % 116 25
Twilio (TWLO) 337 48 % 57 % -45 -13 % 289 -32
Ultimate Software (ULTI) 861 20 % 62 % 30 3 % 111 117
Veeva Systems (VEEV) 618 27 % 69 % 118 19 % 725 211
Wix.com Ltd (WIX) 357 51 % 84 % -51 -14 % 124 60
Workday (WDAY) 1,852 39 % 70 % -367 -20 % 2,098 247
Xactly (XTLY) 97 9 % 62 % -16 -16 % 44 -3
Yext (YEXT) 146 37 % 73 % -57 -39 % 127 -27
Zendesk (ZEN) 364 36 % 70 % -107 -29 % 240 9
Exec = 2.15 s
03/11/2018 | 15:26