Alteryx $AYX💻 is down 18% today
— Jon Ma (@jonbma) March 10, 2020
But business is $600m+ ARR growing 75% YoY, profitable with 10% current quarter FCF %, and 130% NDR. ~$1b of cash on b/s.
Trades at EV/NTM ARR of 7.1x today and $7.3b EV.
High growth profitable SaaS taking a hit
👉https://t.co/GavKR7O7EH pic.twitter.com/17Q2T8kL3Q
from Twitter https://twitter.com/jonbma
March 09, 2020 at 06:07PM
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