Comments (6)

J C, what's your opinion? Comment below:

Concentrix does customer experience (CX) software for many websites, and I believe it is fairly undervalued relative to fundamentals. Of course, do your own research before you make any decision to buy or sell.

  • 1
  • Analyst 1 in IB - Gen

Thanks for the tip! Seems interesting at first glance. Should be +10% organic growth assuming run-rate for the acquisition. Market cap $7.5b with $650m in EBIT. Seems to be more of a business services / consulting firm than a SaaS company though. 

Most Helpful
oldrow, what's your opinion? Comment below:

Sumo Logic's valuation is attractive, but unfortunately it's being taking private by FP. Good rev growth with higher gross margins, but dreadful operating profitability. It was owned by VC for many years leading to what's now largely a bloated organization needing a revamp.

Product is good with strong loyalty and net retention numbers (115%). They have one of the best on-prem and cloud software services in the market. 

Doesn't meet the rule of 40 at current but certainly can get there, getting it to a value closer to peers (Datadog is a high water mark). 

tltr: value play 

  • 2
Waterfalldown, what's your opinion? Comment below:

I like TradeDesk… a lot but haven't bought it just yet. 

  • Intern in IB - Gen

Laudantium sed perspiciatis voluptate omnis harum et enim. Sed saepe quasi dolore aliquid placeat quis repellat vel.

Et numquam velit consequatur eaque. Eos aliquam voluptatum ut et aut quasi. Asperiores inventore nostrum et id amet praesentium rerum. Dolor et dolor cupiditate qui.

Ducimus et est et necessitatibus in. Esse non quia et facilis accusantium quidem voluptates. Vel non sit quod ut ut culpa. Vero porro voluptate voluptatem occaecati natus. Quibusdam nisi deleniti dignissimos neque dolorem quidem quisquam.

Corporis aut sed qui ducimus adipisci. Rem nulla sunt iure fuga in. Qui culpa accusantium alias cupiditate ducimus. Harum voluptatem culpa ipsa velit.

Start Discussion

Career Advancement Opportunities

March 2023 Investment Banking

  • Lazard Freres (+ +) 99.5%
  • Lincoln International (= =) 99.1%
  • Jefferies & Company (▽02) 98.6%
  • Financial Technology Partners (▽01) 98.2%
  • William Blair (▲10) 97.7%

Overall Employee Satisfaction

March 2023 Investment Banking

  • William Blair (▲04) 99.5%
  • Lincoln International (▲11) 99.1%
  • Canaccord Genuity (▲17) 98.6%
  • Stephens Inc (▲10) 98.1%
  • Financial Technology Partners (▲04) 97.7%

Professional Growth Opportunities

March 2023 Investment Banking

  • Financial Technology Partners (▲05) 99.5%
  • Lincoln International (▲01) 99.1%
  • Lazard Freres (▲13) 98.6%
  • Jefferies & Company (▽03) 98.1%
  • William Blair (▲02) 97.7%

Total Avg Compensation

March 2023 Investment Banking

  • Director/MD (6) $592
  • Vice President (27) $425
  • Associates (141) $260
  • 3rd+ Year Analyst (9) $194
  • 2nd Year Analyst (86) $170
  • 1st Year Analyst (264) $171
  • Intern/Summer Associate (45) $165
  • Intern/Summer Analyst (193) $92