Smartsheet Inc- Initiation of Coverage – The Outfit Acquisition & Other Drivers
This is our first report on Smartsheet, a well-known cloud-based enterprise platform for workflow automation and various other features. The...
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Qualtrics Valuation Analysis
Our base case valuation of Qualtrics is $19.0 billion in terms of market cap or $31.6 per share, which represents a 32% upside from the high end of...
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U.S. Equities: Upside Momentum Lost, But Not Breaking Down
In today's report we highlight key levels and several metrics we are watching that will provide us clues as to where the S&P 500 is headed...
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U.S. Equities: Still Bullish, With Reservations
And just like that, the S&P 500, Nasdaq, and the Dow have reclaimed new highs despite ongoing coronavirus concerns, as a buy the dip strategy...
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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...
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