Is AYX undervalued VS SMAR?

mak2848 · April 6, 2019, 9:38am

Here is the comparison:

AYX SMAR AYX/SMAR

Mkt Cap 3.1B 4B 77.5%

Revenue(latest Yr) 254M +92% 178M +60% 142.7%

Total Equity 302M +96% 167M +422% 181%

Net Income +28M -54M +82M

All the key factors are much better for AYX, yet it’s market value is 22.5% lower than SMAR. Any comments?

PaulWBryant · April 6, 2019, 9:59am

Sorry, but your presentation of the data is hard to follow.

You’re also just wrong about AYX. Their market cap is over 5b. Here’s the math:

~66 million shares x ~$81/share = 5.35 billion market cap

Bear

mak2848 · April 6, 2019, 10:39am

Sorry, Got the market cap from TD Ameritrade at 3.1B.

captainccs · April 6, 2019, 10:40am

All the key factors are much better for AYX, yet it’s market value is 22.5% lower than SMAR. Any comments?

The above data is the past. The market value is the expected future.

Denny Schlesinger

captainccs · April 6, 2019, 10:46am

~66 million shares x ~$81/share = 5.35 billion market cap

Bear

Right, Yahoo says $5.017 billion. I believe SMAR is under appreciated, here is why:

Denny Schlesinger