Valuations of All 2012 Cloud IPOs

 

Here are the current valuations of all 10 cloud computing IPOs that took place in 2012:

 

BLOX
IPO price $16
Currently $21.46 +34%
Raised in IPO $120mm
Market Cap $981.58mm
Revenues $169.25mm
YOY Revenue Growth MRQ: 14.4%
Price/Sales 5.80
Enterprise Value $824.97mm
Enterprise Value/Sales 4.87

SPLK
IPO price $17
Currently $35.59 +109%
Raised in IPO $229.5mm
Market Cap $3.444b
Revenues $156.05mm
YOY Revenue Growth MRQ: 71.4%
Price/Sales 22.07
Enterprise Value $3.175b
Enterprise Value/Sales 20.35
 
GWRE
IPO price $13
Currently $31.09 +139%
Raised in IPO $115mm
Market Cap $1.688
Revenues $232.06mm
YOY Revenue Growth MRQ: 32.5%
Price/Sales 7.27
Enterprise Value $1.482b
Enterprise Value/Sales 6.39
 
PFPT
IPO price $13
Currently $12.86 -1%
Raised in IPO $82mm
Market Cap $409.33mm
Revenues $93.74mm
YOY Revenue Growth MRQ: 30.5%
Price/Sales 4.37
Enterprise Value $332.78mm
Enterprise Value/Sales 3.55

BCOV
IPO price $11
Currently $13.18 +20%
Raised in IPO $55mm
Market Cap $360.34
Revenues $76.77mm
YOY Revenue Growth MRQ: 41.5%
Price/Sales 4.69
Enterprise Value $306.75mm
Enterprise Value/Sales 4

DWRE
IPO price $16
Currently $32.93 +106%
Raised in IPO $101.2mm
Market Cap $957.93mm
Revenues $66.54mm
YOY Revenue Growth MRQ: 42.9%
Price/Sales 14.40
Enterprise Value $854.99mm
Enterprise Value/Sales 12.85
 
EPAM
IPO price $12
Currently $18.84 +57%
Raised in IPO $72mm
Market Cap $805.98mm
Revenues $379.73mm
YOY Revenue Growth MRQ: 29.5%
Price/Sales 2.12
Enterprise Value $701.05mm
Enterprise Value/Sales 1.85
 
BV
IPO price $12
Currently $15.65 +30%
Raised in IPO $114mm
Market Cap $977.34mm
Revenues $119.71mm
YOY Revenue Growth MRQ: 61.5%
Price/Sales 8.16
Enterprise Value $834.54mm
Enterprise Value/Sales 6.97

ET
IPO price $19
Currently $23.91 +26%
Raised in IPO $161.5mm
Market Cap $1.579b
Revenues $248.01mm
YOY Revenue Growth MRQ: 41.9%
Price/Sales 6.37
Enterprise Value $1.367b
Enterprise Value/Sales 5.51
 
SYNC
IPO price $5
Currently $7.59 +52%
Raised in IPO $34mm
Market Cap $204.93mm
Revenues $114.38mm
YOY Revenue Growth MRQ: 58.3%
Price/Sales 1.79
Enterprise Value $175.01mm
Enterprise Value/Sales 1.53

Synacor (SYNC) is growing faster than average vs. all other 2012 cloud computing IPOs. SYNC is one of the only 2012 cloud computing IPOs that is already very profitable with positive cash flow.

 

Average YOY Revenue Growth MRQ: 42.4%
Average price/sales ratio 7.70
Average enterprise/value sales ratio 6.79

 

If SYNC was valued with the average price/sales ratio of 7.70 it would have a market cap of $880.73 million and a share price of $32.62 per share.

 

If SYNC was valued with the average enterprise value/sales ratio of 6.79 it would have a market cap of $746.72 million and a share price of $27.66 per share.

 

SYNC is the biggest steal of our lifetimes at $7.58 per share and is about to make its biggest run in history as we approach 3Q results in 3 weeks.

 

NIA is not an investment advisor and is not making any target prices or financial projections. Never invest based on anything NIA says. Always do your own research and make your own investment decisions. NIA never recommends to buy or sell any stock.

 

Disclaimer: NIA currently owns 486,035 shares of SYNC. NIA intends to sell these shares in the future and can do so at any time. NIA reserves the right to add to its SYNC position at any time.

 

NIA is not an investment advisor. This email is not a solicitation or recommendation to buy, sell, or hold securities. Never make investment decisions based on anything NIA says. This email is meant for informational and educational purposes only and does not provide investment advice.

 

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