The company offers Smartdashboards that provide the status of work to align individuals, managers, and executives. They have strong subscription-revenue growth of nearly 60% and billings growth of about 50%. The company has 80 percent gross margins, net dollar retention of 130 percent; and
grew revenues 66% last year and expects 44% growth this year and 35-40% each of the two years thereafter. SMAR now has over 3.6M users with 90% of the Fortune 100 using its product and a 130% net dollar retention rate. This cloud-based collaboration platform that makes it easier for businesses to plan, track and automate work at scale. Market cap of $2.7B, did not find TAM. I’d be interested in your thoughts. It might be a little pricy but looks like a long runway.
Does anyone have any thoughts on this stock? I’m getting the feeling posts like these are not encouraged, not sure why. Is this against policy or some kind of fool etiquette?
Does anyone have any thoughts on this stock? I’m getting the feeling posts like these are not encouraged, not sure why. Is this against policy or some kind of fool etiquette?
As a general rule, I think posts like these with new stock ideas are welcomed and appreciated here. Some of the sharpest investing minds here may not always be bullish on these new ideas but I find their input to be educational and highly valuable. They can either increase your conviction in a stock or save you from folly.
dave
Does anyone have any thoughts on this stock? I’m getting the feeling posts like these are not encouraged, not sure why. Is this against policy or some kind of fool etiquette?
Personally, no, I don’t think board policy was breached. It’s just that you didn’t give that much information about a company I’ve never heard of. One thing I did notice is that someone posted an article including them, Pivotal, SailPoint, and others discussed here. If that’s how you found them, I’d suggest linking to the article or the post where it was mentioned.
More importantly, I don’t understand this: The company offers Smartdashboards that provide the status of work to align individuals, managers, and executives. Maybe you can say a little more about what they do?
I’d like to see some revenue history. Quarter by quarter for the last 2-3 years is always nice, if available.
Lastly, even if you provide more info and the board doesn’t jump on it, don’t feel bad or give up. I posted several ideas that were completely ignored when I was new to the board. I like to think I’ve gotten a little better at it, but people still ignore me sometimes. 
Good luck, and I’m interested to hear more about what SMAR does.
Bear
Does anyone have any thoughts on this stock? I’m getting the feeling posts like these are not encouraged, not sure why. Is this against policy or some kind of fool etiquette?
Hi Caps4Growth,
It does look like an interesting company. I think you just caught us when everyone was tied up in knots and preoccupied with Nektar. I agree with Bear though that it would be better if you could flesh it out a little and tell us what you like about the company and what you are hesitant about (like for instance doubling losses, and high Market Cap to Revenue ratios). As you pointed out they have good qualities too, but I think it’s not clear to anyone what they actually do?
Best,
Saul
The company offers Smartdashboards that provide the status of work to align individuals, managers, and executives. They have strong subscription-revenue growth of nearly 60% and billings growth of about 50%. The company has 80 percent gross margins, net dollar retention of 130 percent; and
grew revenues 66% last year and expects 44% growth this year and 35-40% each of the two years thereafter. SMAR now has over 3.6M users with 90% of the Fortune 100 using its product and a 130% net dollar retention rate. This cloud-based collaboration platform that makes it easier for businesses to plan, track and automate work at scale. Market cap of $2.7B, did not find TAM. I’d be interested in your thoughts. It might be a little pricy but looks like a long runway.
It looks like a great promising small cap growth stock but very pricey, even when compared to other favorite stocks here but similar to OKTA in this regard. It’s trading at 25 times current sales and 17.5 times forward sales. It’s not yet profitable. It would need to sustain high growth rates for awhile to grow into its valuation. I would think its TAM would be quite large but I’m not sure about competition. Its growth may already be slowing and I’m not sure if competition will be a limiting factor. It would be interesting to hear what others here (like Saul, Bear, etc.) think.
dave
Bear,
I don’t ignore you. When you post, I read.
Cheers
Qazulight
I just found out how to see replies to posts we make. I didn’t know how to navigate until now, thanks Saul and Bear! Next idea will have more meat.