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
Medallia IPO: An Attractive SaaS Opportunity
Medallia Inc (MDLA US) Â is a US-based enterprise SaaS provider that is set to go public on Friday (19th July 2019). Medallia has set an IPO price...
711 Views
Medallia IPO Valuation Analysis - Deeply Undervalued
We believe Medallia's IPO valuations are deeply undervalued.Based on the 11.2x EV/Sales multiple, and applying our 2019 sales estimate of $395...
1k Views
SAP Acquires Qualtrics for US$8 Billion
It was reported yesterday (November 11th) that SAP is acquiring Qualtrics (XM US), a US software maker which was getting ready for an IPO this...
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Qualtrics IPO Preview: Valuation Analysis
Our base case EV for Qualtrics is US$5.2 billion. This is derived from our estimated sales of US$401.4 million in 2018 using an EV/Sales multiple...
796 Views