8X software ARR - YES, 8X a breakeven MSP business, NO, more like 1x
And regarding the peer group selected, WTC (cap $32bn), TNE ($6.4bn), OCL ($1.2bn), GTK ($1.0bn), HSN (0.9bn) and DSE ($0.2bn)
...ATV ($0.020bn)
If you charted the mkt cap to ARR multiple there is a clear correlation - the larger the cap, the larger the multiple.
Not saying ATV is over valued, just saying valuation should be 5x recurring software (~$25m) + 1x MSP/GE ($10m) or $30m currently IMHO.
Move ARR higher, move valuation higher.
8X software ARR - YES, 8X a breakeven MSP business, NO, more...
Add ATV (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
4.1¢ |
Change
-0.003(6.82%) |
Mkt cap ! $14.49M | |||
| Open | High | Low | Value | Volume |
| 4.2¢ | 4.2¢ | 4.1¢ | $24.10K | 575.0K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 2 | 260000 | 4.0¢ |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| 4.4¢ | 296749 | 1 |
View Market Depth
| Last trade - 15.51pm 29/08/2024 (20 minute delay) ? |
| ATV (ASX) Chart |