Huge Big Data Analytics Play, Major Profit Growth, Trading for Less than 1X Revenue!
FastCompany just published an article "How Big Data Keeps Cable TV Watchers Hooked" about how pay- TV operators are using Big Data to launch ad campaigns that follow users from TV to the web, while stopping users from migrating to Netflix. It talks a lot about Time Warner Cable (TWC) and how they are using Big Data to determine the course of both their marketing efforts and their network infrastructure. TWC is using Concurrent (CCUR)'s Big Data solutions, which have already processed 15 BILLION media transactions for pay-TV operators!
CCUR is currently $7.39 with an enterprise value of $42.23mm or 0.67X sales of $63.23mm vs. DATA trading with a price/sales ratio of 22! CCUR only needs a business valuation of 2X sales for it to more than double to $17, and a business valuation of 3X sales for it to more than triple to $24.22!
CCUR's enterprise value of $42.23 million is less than 6X operating cash flow of $7.13 million vs. DATA trading for 224X operating cash flow! If CCUR rises to $17, its business will be valued at 17.73X cash flow, which is a very healthy and easily obtainable ratio! CCUR's revenues, gross profits, operating income, and EPS - have risen quarter-after-quarter for 12 months straight! CCUR just doubled their cash dividend and now pays a HUGE dividend yield of 6.5%!