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8% Value Investhink
Investment Idea #23
Ideas

Investment Idea #23

Data is the new crude oil, for A.I. and many other themes

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8percentpa
Dec 05, 2024
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8% Value Investhink
8% Value Investhink
Investment Idea #23
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This is another SAAS idea that trades at lofty valuations but worth discussing here as it rides on the current A.I. megatrend. As usual, here’s the financials:

Simple financials (Dec 2025 estimate, USD)

  • Sales: 3,200m

  • EBITDA: 850m and OP: 800m

  • FCF: 900m and NI: 200m

  • Dividend Yield: and FCF Yield: 1.8%

  • Net cash: 2,000m, Mkt Cap 43,900m

Financial Ratios

  • ROE:18%, OPM: 25%

  • EV/EBITDA: 49.8x (Dec 25)

  • EPS CAGR: 50% PSR: 13.7x

  • PER: 65.6x (Dec 25) PEG: 1.3x

  • FCF yield: 1.8%

Valuations are way too high for traditional value investors but perhaps there is a different angle for this unique company.

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