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STRICTLY PRIVATE AND CONFIDENTIAL
1QUARTERLY TECH REPORT – Q1: SAAS
2QUARTERLY TECH REPORT – Q1: SAAS
A MARKET-LEADING CORPORATE FINANCE ADVISORY FIRM… …WITH GLOBAL REACH
DEEP DOMAIN EXPERTISE IN THREE INTER-RELATED SECTORS… …AND AN INTERNATIONAL TRACK RECORD
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3LA
ST
12 M
ON
TH S
HA
RE P
RIC
E P
ER
FO
RM
AN
CE
Q1 2016 PERFORMANCE
QUARTERLY TECH REPORT – Q1: SAAS
4LA
ST
12 M
ON
THS
Q1 2
016
LARGE CAP MID CAP
QUARTERLY TECH REPORT – Q1: SAAS
5LA
ST
12 M
ON
THS
Q1 2
016
SMALL CAP
QUARTERLY TECH REPORT – Q1: SAAS
6
REVENUE GROWTH (2016-17E) EV / REVENUE 2016E
EBITDA MARGIN 2016E EV / EBITDA 2016E
QUARTERLY TECH REPORT – Q1: SAAS
7
LTM Q1 2016
% CHANGE
LTM Q1 2016
% CHANGE
QUARTERLY TECH REPORT – Q1: SAAS
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OPERATING METRICS VALUATION METRICS
PRICE ($) % OF 52 MARKET TOTAL NET ENTERPRISE REVENUE SUBSCRIPTION REV. GROWTH GROSS MARGIN EBITDA MARGIN REVENUE EBITDA
COMPANY (31-MAR-16) WEEK HIGH CAP CASH DEBT VALUE ($M) CY2016 HISTORICAL CY16-17 HISTORICAL CY2016 CY2017 CY2016 CY2017 CY2016 CY2017
LARGE CAP
MID CAP
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QUARTERLY TECH REPORT – Q1: SAAS
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OPERATING METRICS VALUATION METRICS
PRICE ($) % OF 52 MARKET TOTAL NET ENTERPRISE REVENUE SUBSCRIPTION REV. GROWTH GROSS MARGIN EBITDA MARGIN REVENUE EBITDA
COMPANY (31-MAR-16) WEEK HIGH CAP CASH DEBT VALUE ($M) CY2016 HISTORICAL CY16-17 HISTORICAL CY2016 CY2017 CY2016 CY2017 CY2016 CY2017
SMALL CAP
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QUARTERLY TECH REPORT – Q1: SAAS
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DIRECTOR – LONDON PARTNER – NEW YORKPARTNER – LONDON PARTNER – NEW YORK PARTNER – APAC
QUARTERLY TECH REPORT – Q1: SAAS