The Motley Fool

DECEMBER 15, 2023

That's why MicroStrategy's revenue grew at an anemic compound annual growth rate (CAGR) of less than 1% from 2010 to 2020. But in August 2020, MicroStrategy's co-founder and then-CEO Michael Saylor drove the company to start spending the software segment's cash on big Bitcoin purchases. And with an enterprise value of $2.9

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The Motley Fool

DECEMBER 1, 2023

The cruise line operator's revenue plunged in 2020 and 2021 as global travel ground to a halt during the pandemic, and it was forced to take on a lot more debt to stay solvent. Looking back at Carnival's slowdown and recovery In fiscal 2020 and fiscal 2021 (which ended in November 2021), Carnival's revenue and number of passengers plummeted.

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The Motley Fool

APRIL 25, 2024

The maker of connected exercise bikes and treadmills flourished as brick-and-mortar gyms closed down, and that growth spurt coincided with the buying frenzy in growth and meme stocks throughout 2020 and 2021. At its peak, Peloton's enterprise value reached $47.2 At its peak, Peloton's enterprise value reached $47.2

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The Motley Fool

APRIL 4, 2024

In fact, back in 2020, the midstream company slashed its distribution in half. When Energy Transfer cut its distribution in 2020, it was because its leverage became too high, and it needed to pay down debt. I typically use an enterprise value- to- EBITDA multiple to value midstream stocks.

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Enterprise Values Depreciation Leveraging Earnings Before Interest 189

The Motley Fool

APRIL 21, 2024

By the time its stock peaked in early 2021, its enterprise value hit $70 billion -- or 25 times the revenue it would generate in 2021. During an investor day presentation in late 2020, Twilio declared it could grow its revenue organically by at least 30% every year through 2024. billion in 2020. times this year's sales.

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The Motley Fool

MAY 9, 2024

However, Bitcoin's rally also lit a fire under stocks like Coinbase (NASDAQ: COIN) , one of the world's top cryptocurrency exchanges, and MicroStrategy (NASDAQ: MSTR) , an aging enterprise software company that started hoarding Bitcoin in 2020. billion -- which is more than half of its enterprise value of $25.3

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The Motley Fool

MAY 26, 2024

Duolingo's revenue surged 128% in 2020, but it continued growing at a compound annual growth rate (CAGR) of 49% from 2020 to 2023 even as the pandemic passed. Between the fourth quarters of 2020 and 2023, its monthly active users (MAUs) more than doubled from 36.7 With an enterprise value of $6.7 million to 88.4

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The Motley Fool

JULY 19, 2023

Its revenue rose 7% in 2020, 8% in 2021, and 18% to $592 million in 2022. Some of that growth was driven by its acquisitions of two smaller PAM players: Idaptive in 2020 and C3M in 2022. Its revenue rose 24% in 2020, 23% in 2021, and 26% to $683 million in 2022. With an enterprise value of $6.2 government agencies.

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The Motley Fool

NOVEMBER 21, 2023

RVs have been growing in popularity over time, but the industry got a boost in mid-2020 when the pandemic turned a lot of people into outdoor enthusiasts. This is a real business, and its enterprise value is just 0.7x It has a negative enterprise value of $237 million. billion in cash on its balance sheet.

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The Motley Fool

MARCH 28, 2024

MicroStrategy (NASDAQ: MSTR) , an enterprise software company that shifted its focus to buying and holding Bitcoin (CRYPTO: BTC) in 2020, could benefit from a split since its stock is trading close to $1,900 per share. million in August 2020 to 17 million today, diluting the shares by 83%. billion yet holds $14.9

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The Motley Fool

FEBRUARY 21, 2024

The transaction was valued at $18.5 Today you can buy all of Teladoc at an enterprise value barely above $3 billion. The Livongo deal that closed in late 2020 helped juice early results, but it's been organic deterioration most of the way down. billion at the time. The erosion of Teladoc as a growth stock has been fierce.

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The Motley Fool

JANUARY 9, 2024

Its revenue growth is stabilizing Shopify's revenue soared 86% in 2020 as the pandemic drove more merchants to sell their products online. Its stock looks reasonably valued At its all-time high, Shopify's enterprise value reached $205.7 But today, Shopify has an enterprise value of $91.9

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The Motley Fool

SEPTEMBER 8, 2023

Nikola (NASDAQ: NKLA) initially impressed the bulls when it went public by merging with a special purpose acquisition company (SPAC) on June 3, 2020. At its peak, Nikola had an enterprise value of $28.7 At its peak, Nikola had an enterprise value of $28.7 just six trading sessions later. Image source: Nikola.

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The Motley Fool

NOVEMBER 24, 2023

After nearly doubling in value from 2020 to late 2021, Semtech stock is now down more than 80% from those late 2021 all-time-highs and remains near multi-decade lows. As for the cost of acquiring Sierra Wireless, Semtech paid an enterprise value of $1.2 Shares currently trade for about 2.7

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The Motley Fool

MAY 30, 2024

The online insurer went public at $29 in July 2020, skyrocketed to an all-time high of $183.26 Metric 2020 2021 2022 2023 Customer growth 56% 43% 27% 12% IFP growth 87% 78% 64% 20% GEP growth 110% 84% 68% 37% Adjusted gross margin 33% 36% 25% 23% Gross loss ratio 71% 90% 90% 85% Data source: Lemonade. Which argument makes more sense?

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Private Equity Insights

APRIL 12, 2024

The transaction implies an approximately $1.9bn enterprise value for 100% of Sweetwater Royalties, with Orion retaining a 67% majority ownership share in the asset, having sold a 25% stake to Ontario Teachers’ Pension Plan in March 2023 for approximately $220m.

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The Motley Fool

JULY 17, 2023

billion in 2020 to collect more customer data. Back in 2020, Twilio claimed it could grow its organic revenue by at least 30% annually through 2024. Today, it has a much lower enterprise value of $9.9 Twilio's acquisitions created a big gap between its inorganic and organic growth rates. billion -- or 2.4

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Investors Enterprise Values Returns Companies 246

The Motley Fool

MAY 29, 2024

Snowflake's explosive growth rates initially attracted a stampede of bulls when it went public in September 2020. At its peak, its enterprise value reached $119 billion -- or 98 times the revenue it would actually generate in fiscal 2022.

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Enterprise Values Initial Public Offering Accounting Returns 130

The Motley Fool

DECEMBER 29, 2023

But in 2020, it ordered tens of thousands of top-tier ASIC miners and rebranded itself as a pure-play Bitcoin miner. Marathon's revenue soared from $4 million in 2020 to $150 million in 2021 as it deployed its first miners. With an enterprise value of $6.1 How did Marathon become a pure-play Bitcoin miner?

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Enterprise Values Debt Leveraging Returns 245

The Motley Fool

DECEMBER 13, 2023

From a software maker to a Bitcoin hoarder From 2010 to 2020, MicroStrategy's revenue only grew at a compound annual rate of 0.6%. It also turned unprofitable in 2020. That's why it might seem odd that its stock surged 172% in 2020. million in 2020 to $535.5 That's half the company's current enterprise value of $9.4

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The Motley Fool

FEBRUARY 12, 2024

It did something similar following the Anadarko acquisition in 2019 and the subsequent drop in oil prices in 2020. After managing the company through the depressed oil prices of 2020 right after acquiring Anadarko, she seems to be up for almost any task. Management plans to divest non-core assets to accelerate the paydown of that debt.

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The Motley Fool

NOVEMBER 30, 2023

In 2020, the pandemic caused its home sales to grind to a halt. Metric 2020 2021 2022 9M 2023 Revenue $2.6 With an enterprise value of $3.5 Opendoor (NASDAQ: OPEN) seemed like a promising growth stock when it went public by merging with a special purpose acquisition company (SPAC) in Dec. billion $8.0 billion $15.6

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The Motley Fool

MARCH 25, 2024

The company claimed it could deliver a compound annual growth rate (CAGR) of 40%, taking revenue from $140 million in 2020 to $388 million in 2023 while expanding its gross margin from 30% to 50% and keeping its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) margins in the high teens. Before BigBear.ai

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Mergers and Acquisitions Investing Enterprise Values Earnings Before Interest 242

The Motley Fool

JANUARY 20, 2024

At its peak, its enterprise value reached $70 billion -- or 25 times the revenue it would go on to generate in 2021. Today, Twilio's stock trades at about $72 with an enterprise value of $10 billion -- which is just over 2 times the sales it's expected to generate in 2024. billion in 2022.

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Enterprise Values Returns Accounting Investors 242

The Motley Fool

MARCH 10, 2024

housing market by agreeing to acquire interior and exterior door manufacturer Masonite International for an enterprise value of $4 billion. While the deal comes at a hefty 38% premium to Masonite's share price, it makes sense for Owens Corning. It will strengthen its exposure to U.S.

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The Motley Fool

JUNE 20, 2023

At its peak, UiPath had an enterprise value of $41.3 But today, UiPath only trades at about $19 per share, with an enterprise value of $8.8 Between fiscal 2020 and fiscal 2023, UiPath's annual revenue rose at a compound annual growth rate (CAGR) of 47%, from $336 million to $1.06 on May 24, 2021.

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The Motley Fool

DECEMBER 12, 2023

Uber suffered a major slowdown in 2020 as people hailed fewer rides on its mobility platform during the pandemic. Metric 2019 2020 2021 2022 9M 2023 Trips Growth (YOY) 28% (27%) 27% 19% 24% Gross Bookings Growth (YOY) 28% (11%) 56% 19% 18% Revenue Growth (YOY) 37% (14%) 57% 49% 18% Data source: Uber Technologies. Image source: Uber.

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The Motley Fool

DECEMBER 5, 2023

Toast's growth in gross payment volume (GPV) and total revenue decelerated significantly in 2020 as many restaurants shut down throughout the COVID-19 pandemic. Metric 2020 2021 2022 9M 2023 GPV Growth (YOY) 17% 124% 61% 40% Revenue Growth (YOY) 24% 107% 60% 44% Data source: Toast. With an enterprise value of $7.4

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Enterprise Values Professional Services Earnings Before Interest Amortization 246

The Motley Fool

DECEMBER 4, 2023

Nio initially dazzled the bulls with its triple-digit growth in deliveries in 2020 and 2021, which defied the pandemic-induced slowdown of the broader automotive market. Metric 2018 2019 2020 2021 2022 YTD 2023 Deliveries 11,348 20,565 43,728 91,429 122,486 142,026 Growth (YOY) n/a* 81% 113% 109% 34% 33% Data source: Nio.

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The Motley Fool

APRIL 16, 2024

The Ark Invest co-founder and CEO became a rock star in 2020 when her aggressive investing style yielded explosive returns. Losses also continue, but it has a cash-rich balance sheet that finds its enterprise value now lower than its trailing revenue. There aren't many fund managers as widely followed as Cathie Wood.

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The Motley Fool

JANUARY 14, 2024

Paycom's growth slowed down during the pandemic, but its revenue still rose 14% in 2020 as the pandemic drove more companies to accelerate their digital transformation strategies. Its adjusted EBITDA margin expanded from 39% in 2020 to 42% in 2022. At its peak, its enterprise value hit $31.9

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Enterprise Values Amortization Depreciation Taxes 147

The Motley Fool

APRIL 27, 2024

QuantumScape (NYSE: QS) , a maker of solid-state batteries for electric vehicles (EVs), initially attracted a stampede of bulls when it went public by merging with a special purpose acquisition company (SPAC) in November 2020. That outlook seems grim for a company that has an enterprise value of $2.17 less than a month later.

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Mergers and Acquisitions Enterprise Values Debt Returns 246

The Motley Fool

JULY 9, 2023

Back in 2020, Twilio told investors it could grow its organic revenue by at least 30% annually through 2024. The valuations and verdict With an enterprise value of $3.5 Twilio's enterprise value of $8.5 Twilio's revenue rose 61% in 2021 but only climbed 35% to $3.83 billion in 2022.

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Enterprise Values Accounting Companies Returns 245

The Motley Fool

JANUARY 22, 2024

Nvidia still has an enterprise value of $1.4 It experienced a major slowdown in 2019, when sluggish sales of smartphones created a supply glut in memory chips, but its growth accelerated again in 2020 as the trade war and pandemic turned that glut into a shortage. Metric 2019 2020 2021 2022 2023 Revenue growth 3.7%

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The Motley Fool

JANUARY 20, 2024

But from 2010 to 2020, its revenue rose at a sluggish compound annual growth rate (CAGR) of 0.6%. Its transition to a Bitcoin hoarder brought back the bulls For many years, MicroStrategy seemed destined to become an also-ran in the saturated enterprise software space. As a result, its Bitcoin holdings swelled from $250 million to $4.7

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The Motley Fool

AUGUST 29, 2023

Its triple-digit revenue and earnings growth in fiscal 2021 (which ended in January 31, 2021) also brought in a stampede of bulls during the buying frenzy in growth and meme stocks throughout 2020 and 2021. 19, 2020 -- representing a 1,479% gain from its IPO price of $36 on April 18, 2019. Image source: Getty Images.

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Investors Enterprise Values Investing Returns 130

The Motley Fool

MAY 30, 2024

Take out its net cash, and its enterprise-value- to-sales ratio would drop to about 16. Back in 2020 and 2021, the company saw over 40% revenue growth, but revenue growth has been below 25% in the past two years, being just under 24% in 2022 and 17% in 2023.

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