Medallia: If Your Not First, Your Last
Summary: Medallia, a SaaS-based experience management software provider is a feature, not a platform. Its new CEO, Leslie Stretch, has embarked on...
423 Views
Bill.com Holdings IPO Valuation Analysis
Our base case valuation of Bill.com is market cap of $1.76 billion or $24.80 per share, which would represent a 38% upside from the high end of the...
601 Views
Peloton Interactive IPO Valuation Analysis
Peloton Interactive (PTON US) announced its IPO price range of $26 to $29 per share. At the high end of the IPO price range, the company is...
1.4k Views
Dynatrace IPO: Attractive at 3.8x EV/Rev but High CAC Is a Concern
Dynatrace Holdings LLC (DT US) is a US-based Application Performance Monitoring (APM) SaaS company that is set go public on Monday (29th Monday...
711 Views
Medallia IPO Trading Update: Up 76% on Debut; Room for Further Upside
Medallia Inc (MDLA US) made a successful IPO debut on Friday (19th July 2019), closing at $37.05 on the opening day of trading, up 76% from its IPO...
487 Views