Their growth in ACV/revenue is around 30%pa. Their growth in EBITDA, by your analysis, is going to be well over 100%. Growth in NPAT over the following year will likely be well into the hundreds.
A PE of 25 is not generous for company with those growth multiples, but PE doesn't really work on a company as it is crossing the line from cash burn to profitability.
1cps next year, but could be 4 or 5 cps the next. Now does it look so expensive for a rapid growth comapny??
NEA Price at posting:
61.0¢ Sentiment: Hold Disclosure: Held