I've made this comparison many times, completely different industries, but a good example of how the market prices consistent and growing SaaS businesses. The one thing NEA had going over CAT, was that NEA have always had a profitable ANZ operation for which prices have been pegged, and growth attained...
CAT announcing cash flow positive IMO will have a similar affect that it has had on NEA. I would expect CAT to just maintain this positive CF through FY21, then pounce hard one selling into new sports/countries in FY22 post Covid and leverage the FCF for growth.
Ann: FY20 Results Preview, page-12
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$1.98 |
Change
-0.035(1.74%) |
Mkt cap ! $516.6M | |||
| Open | High | Low | Value | Volume |
| $2.00 | $2.02 | $1.94 | $2.508M | 1.267M |
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| No. | Vol. | Price($) |
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| 1 | 3514 | $1.96 |
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| Price($) | Vol. | No. |
|---|---|---|
| $1.99 | 3514 | 1 |
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