I love the enthusiasm @nickdany123, but YOJ is so far off the opportunity set and addressable market those companies have in front of them that it has no meaning. But as a shareholder I love it and if that sort of commentary makes others buy YOJ then YOJ is the MSFT of the logistics software market. Go YOJ!
At scale, how much of the total supply chain/logistics market do you think YOJ can command. 1% of the w/wide market of $1T is $10B ... but what % of that $1T is in anyway addressable by YOJ.
Think UPS/FedEx/DHL and such. How much of their lunch money will they allow upstarts to take. How much of the software stack is ORCL, et al going to allow before they want to buy them And at what price. Back in the day, it was 10X TTM sales revenue. With SaaS it will be a little different but logically similar. Say ARR (Annual Recurring Revenue) is the best metric. At 10X and say YOJ has $100M of ARR then the company has a value of $1B or 4x present share price. At 100% revenue growth Q0Q we might be for 2018 a total of $3.75M growing to $60M in 2019 and a staggering $960M end of 2020.
I've worked for software companies that doubled their revenues every 6 months for a while and the growth was unbelievable. But it took a huge amount of capital (and the investors believing that earnings will come in the future). So the share count at end was more than share count now.
Today's share price is way higher than the company's earnings ability. Its being value on future growth. At $260M ... that's about 50x FTM Annual Sales (guess with sales at $5M). Multiple needs to come doen and the Sales up pronto!
YOJ Price at posting:
32.5¢ Sentiment: Buy Disclosure: Held
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