SEG-SEG SaaS指数更新:2022年10月(英)-17正式版.doc
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1、SEG SaaS Index UpdateMONTHLY UPDATE: October 2022The Honesty You Expect. The Value You Deserve.Our team of experienced M&A advisors understand value drivers.SEG provides insight on how to make your company more attractive to buyers long before youre ready to sell. Then well bring the best parties to
2、 the table, handle negotiations, and manage due diligence so you achieve the best possible outcome.30+YEARS EXPERIENCEWe strive to create the competition necessary to obtain a higher price and better deal terms.Our team advises bootstrapped & financially backed software entrepreneurs who want to sel
3、l all, or a majority interest, to a strategic buyer or private equity investor. Our high-touch process supports you at every stage in the M&A process.Our Services Include: Strategic M&A Majority Capitalizations Divestitures Board AdvisoryContact usBillionsIN AGGREGATETRANSACTION VALUEThousandsOF BUY
4、ER RELATIONSHIPS2Exclusively focused onsell-side M&A advisory servicesfor B2B software companies3Our M&ASuccess StoriesSoftware Equity Group is built on excellent outcomes and enthusiastic client references. Our M&A stories are a unique way to gain insight into the M&A process from former SEG client
5、s themselves.York Baur, CEOChris Atkinson, CEODana Zeff, Founder & CEO,MoxiWorksIMSSteven Ozbun, PresidentLeaseLabs4SEG SaaS Index OverviewOur SEG SaaS Index comprises 115 publicly traded companies that primarily offer solutions via the cloud (may have a subscription or transaction-based pricing mod
6、el). The Index is updated on a monthly basis depending on mergers and acquisitions, IPOs, readily available financial data, and changes in business model.Median EV/TTM Revenue10.9x10.6x8.5x9.0x6.8x6.2x6.4x6.9x5.9x5.5x5SEG SaaS Index: YTD Stock Market PerformanceYTD Price % ChangeDow JonesS&P 500NASD
7、AQSEG SaaS Index30.0%20.0%10.0%0.0%-10.0%-9.6%-20.0%-18.8%-30.0%-29.8%-40.0%-43.0%-50.0%-60.0%JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctober6SEG SaaS Index: YTD Stock Performance by Company SizeSEG SaaS IndexIndicesYTD Price % Change-9.9%-18.8%-29.8%-38.3%-43.1%-42.4%-43.0%-46.1%(1) Smal
8、l, Medium, Large, and Mega Companies from the SEG SaaS Index are those with TTM Revenue between $0M-$250M, $250M $500M, $500M - $1B, and $1B+, respectively.7SEG SaaS Index: YTD Stock Performance by Category(1)SEG SaaS IndexIndicesYTD Price % Change-9.9%-16.7%-18.8%-34.8%-34.7%-31.6%-30.5%-29.8%-43.1
9、%-41.9%-43.0%-50.7%-56.1%-55.2%(1) See slide 12 for a more comprehensive data set.8SEG SaaS IndexSEG SaaS Index: Highest Performing Companies by YTD StockPerformance(1)IndicesYTD Price % Change26.5%21.4%10.9%13.5%3.6%3.9%5.8%-6.3%-1.9%-1.5%-9.9%-18.8%-29.8%-43.0%(1) See slide 13 for a more comprehen
10、sive data set.9-76.1%-75.1%SEG SaaS IndexSEG SaaS Index: Lowest Performing Companies by YTD StockPerformance(1)IndicesYTD Price % Change-83.5%-81.0%-80.0%-77.7%-9.9%-18.8%-29.8%-43.0%-75.0%-72.4%-71.8%-70.4%(1) See slide 14 for a more comprehensive data set.10SEG SaaS Index: YTD Stock Performance by
11、 CategoryMarketTTMForwardTTMTTMForwardForwardYTDEVRevenueEV/EV/PriceCategoryCapRevenueRevenueGrossEBITDAEV/EV/(M)GrowthRevenueEBITDA%(M)(M)(M)MarginMarginRevenueEBITDAChangeSEG SaaS Index$3,459.7$3,592.4$602.2$719.971.3%-7.8%26.3%5.5x40.0x5.1x32.0x-43.0%HCM$8,926.3$9,778.1$852.7$1,089.665.5%3.7%21.7
12、%8.6x71.0x8.0x35.7x-16.7%ERP & Supply Chain$4,245.9$4,812.8$609.1$665.866.0%8.4%21.9%8.0x70.0x6.9x36.0x-30.5%Vertically Focused$2,781.9$3,035.9$805.9$838.557.8%-5.8%20.3%4.5x38.0x4.8x26.5x-31.6%Financial Applications$2,049.1$2,161.6$414.3$442.460.5%-13.5%16.4%5.6x27.0x5.3x39.5x-34.7%Security$6,944.3
13、$6,594.0$869.3$1,091.175.8%-16.8%29.5%7.2x270.6x6.2x41.9x-34.8%Sales & Marketing$3,008.5$2,665.0$504.9$618.076.1%-2.3%29.8%6.1x60.7x5.4x41.4x-41.9%BI & Analytics$1,749.7$2,022.0$285.1$306.569.7%-21.0%22.2%4.6x16.9x4.5x39.9x-43.1%Dev Ops & IT Mgmt.$4,993.3$4,938.3$766.8$920.576.3%-28.5%33.3%7.9x87.1x
14、7.0x64.3x-50.7%Other SaaS$2,256.2$2,845.5$899.8$1,264.967.4%-4.5%17.4%3.8x26.7x4.0x23.9x-55.2%Communications & Collaboration$4,136.1$4,224.8$700.1$783.575.2%-4.3%30.2%4.0x19.9x3.8x19.0x-56.1%11SEG SaaS Index: Highest Performing Companies by YTD Stock PerformanceMarketTTMForwardTTMTTMForwardForwardYT
15、DEVRevenueEV/EV/PriceSymbolNameCategoryCapRevenueRevenueGrossEBITDAEV/EV/(M)GrowthRevenueEBITDA%(M)(M)(M)MarginMarginRevenueEBITDAChangeMODNModel NVertically Focused$1,296.0$1,244.1$212.5$242.255.7%-0.6%15.8%5.9x-5.1x33.3x26.5%PWSCPowerSchoolVertically Focused$2,764.9$4,047.1$602.2-56.0%13.8%21.6%6.
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