XAO 0.57% 8,754.7 all ordinaries

Anyone got any views on applying a multiple to Annual Recurring...

  1. 1,395 Posts.
    lightbulb Created with Sketch. 173
    Anyone got any views on applying a multiple to Annual Recurring Revenue (ARR) to arrive at an MC valuation?

    x10 seems pretty common...but...

    what if the company is cashflow positive?
    and it is growing at an exponential rate? eg over 100% in last 3 months?
    and looks like it could grow another 50% by year end?

    can that justify a x15? 0r even x20?

    Wisetech has a multiple of x24

    The code i thinking about is DSE

    Thanks for your thoughts
 
watchlist Created with Sketch. Add XAO (ASX) to my watchlist
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.