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  • waithamcross waithamcross Mar 19, 2012 11:03 AM Flag

    Market Cap

    thanks do u think this can equal the market cap of GWRE

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    • Guidewire is on a $215 Million annual revenue run rate.

      DWRE is on a $75 Million annual revenue run rate.

      So the answer is NO.

      BUT who knows...

      Will say this...

      The MOST undervalued opportunity out there by a long shot appears to be SAAS mobile advertising company VELT.

      Projected revenues of nearly $300 Million for 2012 trading at under half of GWRE valuation. Higher revenue...profitable...and trading at HALF of GWRE.

      The recent SAAS IPO's have all the attention right now. Expect those eyes to find VELT eventually.

      Most analysts see $20 to $23 as a target for VELT. Currently trading at $13'ish.

      An upside valuation for this type of SAAS company would probably be pushing $2 Billion for VELT in 2012.

      That target would be $32. Not impossible.

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