3 random reports A/H
PCTY: guided revs down Q/Q, up 5% Y/Y vs estimate up 13%. trades at 11.5x sales
AVLR: guided revs down Q/Q, billings slowed 8pts. trades at 18x sales.
TTD: Revs improved in late April to down high teens. Analyst estimate is for up 1%. Trades at 20x sales.
PCTY: guided revs down Q/Q, up 5% Y/Y vs estimate up 13%. trades at 11.5x sales
AVLR: guided revs down Q/Q, billings slowed 8pts. trades at 18x sales.
TTD: Revs improved in late April to down high teens. Analyst estimate is for up 1%. Trades at 20x sales.
Pretty loose definition of growth that growth investors are using these days
sellside sector specialist note I just got on one of the names that made me take a look at the co:
"investors tell me that they are willing to look past all of this just given that it’s very much known. There is nothing new and they tell me that it will eventually rebound."
"investors tell me that they are willing to look past all of this just given that it’s very much known. There is nothing new and they tell me that it will eventually rebound."
