Thu, Jul 10, 2014, 2:51 PM EDT - U.S. Markets close in 1 hr 9 mins

Recent

% | $
Quotes you view appear here for quick access.

Informatica Corporation Message Board

you are viewing a single comment's thread.

view the rest of the posts
  • Much better plays out there in other companies. IBM paid 2.6 Enterprise Value for SPSS, Infa is aleady at 2.9. IBM also paid 14x of free cash flow, INFA cash flow is not very good. Infa is a good solid company, but how can another company come in and offer $26 to $28 a share as the numbers don't make sense.

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • I agree. The stock is at a 20% premium simply on the acquisition expectations. I think the fair value just based on fundamentals should be around 15-16$. Also, INFA for some reason is unable to increase the EPS at a higher rate than the revenue growth in the last 4-5 yrs. Actually I think the revenue grew at a faster rate than the EPS.

      I think Oracle missed the opportunity beginning of the year when the stock was around 12$. I have a feeling now that Oracle is interested, but its just too expensive right now for them and also in the midst of the SUN acquisition.

      I cannot think anyone other than Oracle/HP to acquire INFA.

 
INFA
34.42-0.34(-0.98%)2:51 PMEDT

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.