No qualifying author-owned investment thesis was confirmed in this post.
The author expresses a 'watch' intent rather than a directional investment judgment (buy/sell/hold).
Score7
Comments3
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Down 38% from its 52 week high likely due to tech sector rotation, it's now at 21.90 PE.
Beat revenue and eps expectations in most recent quarter and raised full year revenue and eps guidance.
Consistently earns 21% roic.
16% compounded annual revenue growth rate over 5 years.
24.4% compounded annual eps growth rate over 5 years.
11.1% fcf margin
.1% net debt to ebitda.
76% of revenue is recurring.
96% gross retention rate.
Watching to see if it stabilizes around $32