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Informatica Corporation Message Board

  • JBMARIA JBMARIA Nov 18, 2008 7:34 PM Flag

    Why buy INFA?

     

    As y'all know I'm an INFA fan for years,made me some nice coin.
    Problem is in this market almost every software co. is trading cheaper including MSFT and ORCL.Even IBM is trading at a lower P/E so why take the risk of a smaller player?
    And other smaller players are now much,much cheaper than INFA, check out the multiples on TIBX and PRFT just for eye openers.
    I know some of these comparisons are simplistic and "apples to oranges" but if I want to allocate some capital to enterprise software now,it's really hard to justify INFA's multiple given the other options.
    Anyone want to make the case on a comparative basis?

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    • I totally agree with your assessment. Infa is priced for perfection(forward p/e of 16 in this horrible market)and its hard to be in this stock as why would a bigger company pay a premium of 40% or so when this would be double what the acquiring company is valued at.

      I don't think revenues would jump significantly if they are acq. and brought into the fold.

      I can see this stock heading for the $9 to $10 range as easily as getting an offer for $18, particularly if the news continues to get worse.

      Well run company, compelling ROI justification, but its all priced in.

    • Maybe the higher pe tells us something?!?
      maybe their growth deserves a lower pe??
      last time i checked companies want to buy companies that add to eps/revs.

      time will tell, but i think we have held up fairly well!!

 
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