@Charlie346
Cashburn is half-yearly (total cash 138 to 114)= 24m
They have changed the way they capitalise R&D so I use this figure...This is a major half on half improvement though from ~45m the previous 2 halves.
I have used a few different models...here is the output of one below. I have normalised PEs with various assumptions based off the underling GM. All US stocks bar xero. All numbers are trailing.
The output when I was still adding was something like (forward)
Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 Column 9 Column 10 Column 11 1 YEAR 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2 S&P PS 1.5 0.9 1.2 1.3 1.2 1.3 1.7 1.8 1.8 2 3 CRM PS 11.8 4 7.5 11.4 6.6 8.2 8.7 7.2 8.1 6 4 CRM GM 76.1 77.1 79.5 80.2 80.5 78.4 77.6 76.2 76 75.2 5 CRM growth 50.61 43.82 21.25 26.93 36.77 34.58 33.47 32 24.07 6 CRM "PE" 38.76 12.97 23.58 35.54 20.50 26.15 28.03 23.62 26.64 19.95 7 CRM "PEG" 0.256277 0.538222 1.67229 0.761118 0.711122 0.810536 0.705768 0.832648 0.8287 8 9 XRO PS 107.5 29.1 19.5 12.4 10 XRO GM 65 69.8 75.9 11 XRO growth 109.94 84.78 53.56 12 XRO PE 111.92 69.84 40.84 13 XRO PEG 1.018038 0.823808 0.762569 14 15 WKDAY PS 38.5 34.6 20.9 14.1 8.9 16 GM 51.37 57.42 62.3 66.39 67.79 17 growth 103.57 71.36 68.01 47.53 18 PE 150.64 83.87 53.10 32.82 19 PEG 1.454517 1.175286 0.780699 0.690552 20 21 ZEN PS 16.4 11.6 6.8 22 GM 65.3 66 63.8 67.8 69.9 23 growth 88.46 76.35 64.32 49.45 24 PE 64.26 42.77 24.32 25 PEG 0.841694 0.665001 0.491819 26 27 NOW PS 9.1 19.7 15.9 14.4 9.4 28 GM 62.6 65.9 57.3 63.4 63.6 67.2 71.3 29 growth 113.81 90.01 74.24 60.74 47.31 38.29 30 PE 39.70 77.68 62.50 53.57 32.96 31 PEG 0.441099 1.046355 1.028976 1.132349 0.860782
Right now trailing is:
Column 1 1 {colgroup} 2 {col=64x@}{/col} 3 {/colgroup} 4 7.299270073 5 78 6 40 7 23.40 8 0.58487
Column 1 1 {colgroup} 2 {col=64x@}{/col} 3 {/colgroup} 4 10.16949153 5 78 6 40 7 32.59 8 0.814863[/FONT][/SIZE] And forward is:
Column 1
Anyway as you know modelling depends a lot on the inputs which are pretty hard to get right.
Column 1 1 {colgroup} 2 {col=64x@}{/col} 3 {/colgroup} 4 7.532956685 5 78 6 40 7 24.14 8 0.603602[/FONT][/SIZE]
My main comparator (what I hope Xero can achieve) is CRM.
If you go back through my posting history you will find lots of posts with the rest of the investment case for Xero
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- Ann: Investor Briefing Full Year Ended 31 March 2017
Ann: Investor Briefing Full Year Ended 31 March 2017, page-25
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$147.38 |
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Mkt cap ! $22.51B |
Open | High | Low | Value | Volume |
$146.23 | $148.07 | $145.93 | $36.09M | 245.1K |
Buyers (Bids)
No. | Vol. | Price($) |
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Price($) | Vol. | No. |
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1 | 151 | 147.050 |
1 | 1129 | 147.040 |
1 | 4 | 147.000 |
2 | 2389 | 146.960 |
Price($) | Vol. | No. |
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