Added to YB: 2023-12-15
Pitch date: 2023-12-13
SMAR [neutral]
Smartsheet Inc.
+22.76%
current return
Author Info
No bio for this author
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Company Info
Smartsheet Inc. designs and develops work management platform to plan, capture, manage, automate, and report on work for teams and organizations.
Market Cap
$7.9B
Pitch Price
$46.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
-799.19
P/E
-840.41
EV/Sales
6.63
Sector
Software
Category
growth
Show full summary:
$SMAR as an Investment: Smart Move or Not
$SMAR: SaaS for workflow optimization w/ strong financials (23% rev growth, 84% GM, 8% OM). Enterprise strength (118% NDRR) offsets SMB slowdown. New AI features enhance UX. 6x NTM GP, fairly valued vs peers. $2B rev by '28 = $10B valuation. 20% lower entry or sell Jan '25 $40 puts for $5.50 premium.
Read full article (4 min)