AvidXchange: How Mid-Market Can Save Money. Attractive Valuation and Low-Risk Entry Point
AvidXchange’s EV/Revenue multiple is near a trough for a company in our SaaS universe, and we have a favorable view of the company’s business
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Bill.com Holdings Inc.: Business Model
This is our first report on Bill.com, a leading fintech player that provides digitization solutions for back-office financial operations of...
140 Views
Continued Absence Of Breakdowns Is A Positive Sign; Many Bottoms-Up Stock Recommendations
As long as the Russell 2000 index (IWM) is above $208, the Russell Micro Caps index (IWC) is above $134-$135, and the S&P 500 is above 4495, we...
331 Views
Vertex IPO Valuation Analysis
Vertex (VERX US), a provider of tax software solutions, set the terms for its upcoming IPO. The company plans to offer 21.2 million shares priced...
526 Views
NCino IPO Valuation Analysis - A SaaS Company for Banks & Financial Institutions
nCino announced terms of its IPO including the price range of $22 to $24 per share. The company plans to offer 7.62 million shares and at the top...
602 Views