The Motley Fool

JUNE 25, 2024

Up until 2020, it was a slow-growth analytics software maker that seemed to be losing ground to its nimbler cloud-based competitors. billion, which equals roughly a quarter of MicroStrategy's enterprise value of $30 billion. Its total liabilities also more than quadrupled from $913 million at the end of 2020 to $3.95

Enterprise Values 130

Enterprise Values Earnings Before Interest Amortization Depreciation 130

The Motley Fool

OCTOBER 20, 2024

First, prior to this decline, the company's ratio of enterprise value (EV) to earnings before interest, taxes, depreciation, and amortization (EBITDA) was at an all-time high of 24. dividend yield is at its highest level of the last decade outside of the 2020 crash. Not so much. Currently, the company's 2.3%

Mergers and Acquisitions 241

Mergers and Acquisitions Enterprise Values Earnings Before Interest Amortization 241

The Motley Fool

AUGUST 17, 2024

Segment 2020 2021 2022 2023 First Half 2024 (YOY) Bitcoin revenue growth 785% 119% (29%) 34% 17% Transaction-based revenue growth 7% 45% 19% 11% 5% Subscription and services revenue growth 49% 76% 68% 31% 23% Hardware revenue growth 8% 59% 13% (4%) (8%) Total revenue growth 101% 86% (1%) 25% 15% Data source: Block. YOY = Year-over-year.

Enterprise Values 130

Enterprise Values Earnings Before Interest Amortization Depreciation 130

The Motley Fool

OCTOBER 6, 2024

Over the past two years, its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) margins shrank and it racked up steep losses. Metric 2020 2021 2022 2023 Total Revenue $20.71B $19.69B $17.48B $14.56B Revenue Growth (4%) (5%) (11%) (17%) Adjusted EBITDA Margin* 41.8% With an enterprise value of $23.4

Mergers and Acquisitions 246

Mergers and Acquisitions Debt Enterprise Values Earnings Before Interest 246

The Motley Fool

AUGUST 20, 2024

Its revenue plunged 73% in fiscal 2020 and declined 66% in fiscal 2021. Carnival's core business is recovering The pandemic severely disrupted Carnival's growth in fiscal 2020 and fiscal 2021. billion, while Carnival expects its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) to rise 40% to $5.8

Enterprise Values 130

Enterprise Values Debt Leveraging Earnings Before Interest 130

The Motley Fool

MAY 9, 2024

However, Bitcoin's rally also lit a fire under stocks like Coinbase (NASDAQ: COIN) , one of the world's top cryptocurrency exchanges, and MicroStrategy (NASDAQ: MSTR) , an aging enterprise software company that started hoarding Bitcoin in 2020. billion -- which is more than half of its enterprise value of $25.3

Enterprise Values 244

Enterprise Values Earnings Before Interest Amortization Depreciation 244

The Motley Fool

APRIL 4, 2024

In fact, back in 2020, the midstream company slashed its distribution in half. Approximately 90% of Energy Transfer's 2024 earnings before interest, taxes, depreciation, and amortization ( EBITDA ) is projected to come from fee-based activities. I typically use an enterprise value- to- EBITDA multiple to value midstream stocks.

Enterprise Values 189

Enterprise Values Depreciation Leveraging Debt 189

The Motley Fool

OCTOBER 13, 2024

Cathie Wood built a name for herself and her investment firm Ark Invest by racking up some huge gains between 2017 and 2020 in the exchange-traded fund Ark Innovation ETF (NYSEMKT: ARKK). However, since 2020 the ETF's performance has been much more volatile, including a 67% decline in 2022 followed by a nearly 68% gain in 2023.

Investors 130

Investors Depreciation Exchange-Traded Funds Enterprise Values 130

The Motley Fool

FEBRUARY 12, 2024

It did something similar following the Anadarko acquisition in 2019 and the subsequent drop in oil prices in 2020. After managing the company through the depressed oil prices of 2020 right after acquiring Anadarko, she seems to be up for almost any task. Management plans to divest non-core assets to accelerate the paydown of that debt.

Enterprise Values 240

Enterprise Values Conglomerates Debt Earnings Before Interest 240

The Motley Fool

NOVEMBER 30, 2023

In 2020, the pandemic caused its home sales to grind to a halt. That slowdown also caused its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) -- which briefly turned positive in 2021 -- to turn negative again. Metric 2020 2021 2022 9M 2023 Revenue $2.6 With an enterprise value of $3.5

Resale 246

Resale Mergers and Acquisitions Enterprise Values Earnings Before Interest 246

The Motley Fool

APRIL 25, 2024

The maker of connected exercise bikes and treadmills flourished as brick-and-mortar gyms closed down, and that growth spurt coincided with the buying frenzy in growth and meme stocks throughout 2020 and 2021. At its peak, Peloton's enterprise value reached $47.2 At its peak, Peloton's enterprise value reached $47.2

Enterprise Values 130

Enterprise Values Earnings Before Interest Amortization Depreciation 130

The Motley Fool

MARCH 25, 2024

The company claimed it could deliver a compound annual growth rate (CAGR) of 40%, taking revenue from $140 million in 2020 to $388 million in 2023 while expanding its gross margin from 30% to 50% and keeping its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) margins in the high teens.

Mergers and Acquisitions 242

Mergers and Acquisitions Investing Enterprise Values Earnings Before Interest 242

The Motley Fool

SEPTEMBER 1, 2024

Its annual gross margin rose from 61% to 71%, while its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) increased at a CAGR of 30%. It looks reasonably valued relative to its growth From its fiscal 2024 to fiscal 2027, analysts expect e.l.f.'s With an enterprise value of $8.6

Enterprise Values 130

Enterprise Values Earnings Before Interest Amortization Depreciation 130

The Motley Fool

DECEMBER 5, 2023

Toast's growth in gross payment volume (GPV) and total revenue decelerated significantly in 2020 as many restaurants shut down throughout the COVID-19 pandemic. Metric 2020 2021 2022 9M 2023 GPV Growth (YOY) 17% 124% 61% 40% Revenue Growth (YOY) 24% 107% 60% 44% Data source: Toast. With an enterprise value of $7.4

Enterprise Values 246

Enterprise Values Professional Services Earnings Before Interest Amortization 246

The Motley Fool

OCTOBER 8, 2024

Notably, Nike has replaced its chief executive officer, bringing back longtime company veteran Elliott Hill, who retired in 2020 as president of global commercial and marketing operations. As discouraging as the headline numbers may seem, there are also reasons to believe the worst of the situation is now in the rearview mirror.

Enterprise Values 130

Enterprise Values Earnings Before Interest Amortization Depreciation 130

The Motley Fool

OCTOBER 13, 2024

Amazon began its e-commerce pharmacy service in 2020 and started testing same-day delivery in a few select cities last October. times earnings based on this fiscal year's analyst estimates and a similar enterprise value- to- EBITDA (earnings before interest, taxes, depreciation, and amortization) multiple.

Enterprise Values 130

Enterprise Values Earnings Before Interest Amortization Depreciation 130

The Motley Fool

MAY 26, 2024

Duolingo's revenue surged 128% in 2020, but it continued growing at a compound annual growth rate (CAGR) of 49% from 2020 to 2023 even as the pandemic passed. Between the fourth quarters of 2020 and 2023, its monthly active users (MAUs) more than doubled from 36.7 With an enterprise value of $6.7 million to 88.4

Education 130

Education Enterprise Values Earnings Before Interest Amortization 130

The Motley Fool

JANUARY 14, 2024

From 2014 to 2019, Paycom's annual revenue grew at a compound annual growth rate (CAGR) of 37% while its adjusted earnings before taxes, depreciation, and amortization ( EBITDA ) rose at a CAGR of 64%. Its adjusted EBITDA margin expanded from 39% in 2020 to 42% in 2022. At its peak, its enterprise value hit $31.9

Enterprise Values 147

Enterprise Values Amortization Depreciation Taxes 147

The Motley Fool

AUGUST 18, 2024

Despite this track record of success -- along with earnings before interest, taxes, depreciation, and amortization ( EBITDA ) and FCF growth of 81% and 73% over the last five years -- the share price for MTY stock trading over the counter in the U.S. is down 40% from its high. dividend yield is well above its 10-year average of 1.5%

Mergers and Acquisitions 130

Mergers and Acquisitions Enterprise Values Debt Earnings Before Interest 130

The Motley Fool

MARCH 10, 2024

housing market by agreeing to acquire interior and exterior door manufacturer Masonite International for an enterprise value of $4 billion. Including those synergies means Owens Corning is buying Masonite at a value of 6.8 times earnings before interest, taxation, depreciation, and amortization ( EBITDA ) rather than the 8.6

Enterprise Values 130

Enterprise Values Earnings Before Interest Amortization Depreciation 130

The Motley Fool

AUGUST 24, 2024

Sweetgreen suffered a slowdown in 2020 as the onset of the pandemic forced to it temporarily shut down its dine-in locations. Adjusted for temporary COVID-19 closures in 2020. Sweetgreen has an enterprise value of $4.1 billion, which makes it reasonably valued (but not a bargain) at 6 times this year's sales.

Enterprise Values 130

Enterprise Values Earnings Before Interest Amortization Depreciation 130

The Motley Fool

JUNE 5, 2024

But in 2020, its revenue only rose 37% as many restaurants closed down during the pandemic, fewer retailers stocked up on its products, and cost-conscious consumers pivoted back toward cheaper animal-based meat products. That debt inflates Beyond Meat's enterprise value to $1.56 That's why its revenue surged 239% in 2019.

Enterprise Values 130

Enterprise Values Earnings Before Interest Amortization Depreciation 130

The Motley Fool

DECEMBER 3, 2023

Still, the only year the segment exceeded the low end of the guidance since 2015 was 2021, thanks to the bounce-back from the pandemic-ravaged year of 2020. It then bought wound care business Acelity for a consideration of $6.7 billion in 2019 and sold its drug delivery business for $650 million. Image source: Getty Images.

Debt 246

Debt Enterprise Values Stakes Earnings Before Interest 246

The Motley Fool

OCTOBER 1, 2024

Its licensing business, which accounted for the remaining 2% of its revenue, shrank significantly after it stopped licensing its brand to third-party smartphone makers in 2020 and sold approximately 32,000 of its non-core patents last year. Based on those estimates and its enterprise value of $1.5 How fast is BlackBerry growing?

Enterprise Values 130

Enterprise Values Earnings Before Interest Amortization Depreciation 130

The Motley Fool

JULY 10, 2024

on June 9, 2020. Nikola went public by merging with a special purpose acquisition company ( SPAC ) on June 3, 2020. Here's how badly the company missed its own delivery, revenue, and adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) estimates over the past three years. Image source: Nikola.

Enterprise Values 130

Enterprise Values Earnings Before Interest Amortization Depreciation 130

The Motley Fool

SEPTEMBER 18, 2023

During its pre-merger presentation, SoundHound predicted that its revenue would rise from $13 million in 2020 to $20 million in 2021, and then grow to $28 million in 2022. At its current enterprise value (EV) of $496 million, it trades at 11 times that forecast. But that's where its ambitious estimates started to fall apart.

Mergers and Acquisitions 263

Mergers and Acquisitions Enterprise Values Earnings Before Interest Amortization 263

The Motley Fool

MAY 30, 2024

The online insurer went public at $29 in July 2020, skyrocketed to an all-time high of $183.26 Metric 2020 2021 2022 2023 Customer growth 56% 43% 27% 12% IFP growth 87% 78% 64% 20% GEP growth 110% 84% 68% 37% Adjusted gross margin 33% 36% 25% 23% Gross loss ratio 71% 90% 90% 85% Data source: Lemonade. Which argument makes more sense?

Enterprise Values 130

Enterprise Values Earnings Before Interest Amortization Depreciation 130

The Motley Fool

MARCH 22, 2024

Chewy's growth in active customers, net sales per customer, and total net sales accelerated significantly in fiscal 2020 (which ended in January 2021) as the pandemic drove more pet owners toward its online marketplace. Its adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) margins also turned positive.

Initial Public Offering 130

Initial Public Offering Enterprise Values Earnings Before Interest Amortization 130

The Motley Fool

JUNE 18, 2024

Metric 2020 2021 2022 2023 North American revenue (in millions) $95.5 $273 As Celsius' revenue skyrocketed, its gross and adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) margins continued to expand as economies of scale kicked in. Metric 2020 2021 2022 2023 Gross margin 46.6%

Enterprise Values 130

Enterprise Values Earnings Before Interest Amortization Depreciation 130

The Motley Fool

AUGUST 27, 2024

Celsius' margins are still expanding If Celsius were in trouble, we would have seen its gross and adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) margins shrivel. But this is what actually happened over the past four and half years: Metric 2020 2021 2022 2023 1H 2024 Gross margin 46.6%

Enterprise Values 130

Enterprise Values Earnings Before Interest Amortization Depreciation 130

The Motley Fool

SEPTEMBER 8, 2023

Supply chain disruptions have been a major issue since 2020, and unexpected improvement to supply chain blockages positively impacted sales last quarter. Cisco's enterprise-value-to-EBITDA (earnings before interest, taxes, depreciation, and amortization) ratio climbed from 10 to 12, while its dividend yield dropped from nearly 3.5%

Enterprise Values 130

Enterprise Values Earnings Before Interest Amortization Depreciation 130

The Motley Fool

JUNE 16, 2023

Its revenue rose 28% in 2019, then accelerated to 57% growth in 2020 as the pandemic drove more students to take its online classes and tutoring sessions. But at its peak, Chegg's enterprise value reached $15 billion -- a whopping 19 times the revenue it would actually generate in 2021. With an enterprise value of $1.06

Enterprise Values 130

Enterprise Values Education Earnings Before Interest Amortization 130

The Motley Fool

NOVEMBER 23, 2023

The online lending marketplace went public at $20 in December 2020, and its stock hit an all-time high of $390 the following October before dropping back to about $26. With an enterprise value of $2.7 billion, its stock also looks reasonably valued at about 4 times next year's sales and 37 times its adjusted EBITDA.

Enterprise Values 130

Enterprise Values Banks Earnings Before Interest Amortization 130

The Motley Fool

JULY 29, 2024

Metric 2020 2021 2022 2023 Customer growth 56% 43% 27% 12% IFP growth 87% 78% 64% 20% GEP growth 110% 84% 68% 37% Adjusted gross margin 33% 36% 25% 23% Gross loss ratio 71% 90% 90% 85% Data source: Lemonade. With an enterprise value of $1.3 billion, Lemonade's stock looks cheap at just 2.5 times this year's sales.

Enterprise Values 130

Enterprise Values Earnings Before Interest Amortization Depreciation 130

The Motley Fool

SEPTEMBER 5, 2023

Fortinet's revenue rose 20% in 2020, 29% in 2021, and 32% in 2022. Instead, its revenue rose 25% in 2020, 35% in 2021, and 34% in 2022 -- even as the broader cloud market faced tough macro headwinds. Rivian is still a speculative stock, but its enterprise value of $17 billion also makes it a bargain at four times this year's sales.

Enterprise Values 130

Enterprise Values Startups Earnings Before Interest Amortization 130

The Motley Fool

SEPTEMBER 6, 2023

There were over 800 SPAC deals in 2020 and 2021, more than double the total amount of SPAC transactions from 2003 to 2019. Moreover, management also guided for adjusted earnings before interest, taxes, depreciation, and amortization ( EBITDA ) of at least $100 million in 2025, signaling the company's focus on operating leverage.

Enterprise Values 130

Enterprise Values Initial Public Offering Earnings Before Interest Amortization 130

The Motley Fool

OCTOBER 16, 2023

Metric 2020 2021 2022 Q1 2023 Q2 2023 Bookings growth (YOY) 116% 55% 46% 37% 41% Revenue growth (YOY) 128% 55% 47% 42% 44% Data source: Duolingo. Since the end of 2020, Duolingo has more than doubled its MAUs, nearly tripled its DAUs, and more than tripled its paid subscribers. Metric 2020 2021 2022 Q1 2023 Q2 2023 Net income ($15.8

Initial Public Offering 130

Initial Public Offering Education Investing Enterprise Values 130