Assuming revenue begins to track closer to ACV, rev growth is above 30% and margins remain high I could see this trading on as high as 50 times ACV which is a market cap about 10 times what is is now ($3.4 billion) and on the low end I would expect it to trade on at least 20 times ACV ($1.36 billion) if things continue to look promising. If they achieve $50m ACV in the next 5 years this should be a good investment.
