They are priced on similar ev/ebitda multiples now. 16ish for both.
the big difference is a xro client is likely to be sticker than an APT one, since you don't tend to sign up to multiple accounting software's. Secondly, given they are subscriptions there is less uncertainty about projecting out the run rate and margins.
XRO has pricing power and therefore arguably more inflation protection.
APT is growing faster across every metric, but there is a whole lot more risk around that growth.
as a consequence you should expect both different returns and volatility in sp when investing in APT to XRO.
Xero to $200, page-259
-
- There are more pages in this discussion • 83 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add XRO (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$161.55 |
Change
0.410(0.25%) |
Mkt cap ! $24.67B | |||
| Open | High | Low | Value | Volume |
| $161.07 | $162.31 | $160.39 | $53.89M | 333.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 3906 | $161.48 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $162.17 | 250 | 1 |
View Market Depth
| Last trade - 16.10pm 13/11/2024 (20 minute delay) ? |
| XRO (ASX) Chart |