/biz/ - Business & Finance

>>29632803
congrats on the 50% but no one cares nigger

Shill me your alt coins

Nothing in the top 10.

Not buying anything if you don't give a reason so don't post just a ticker

Got $15m to dump into a few coins, trying to diversity out of only large MC crypto line btc eth dot etc

Reminder that ZIXI earnings are 2/25. Over 30% implied upside, blowout incoming

ZIXI is a rocket and blast off is next week when they report earnings. For the uninformed, Zix Corporation provides a whole suite of Cyber security shits and data management; email encryption, data loss prevention (DLP), threat protection, archiving for the secure exchange of email, etc. So itheyre an Integrated Email Security Solutions company. But making a strongly push into cloud adoption by increasing coverage of SaaS apps on cloud platforms. They acquired CloudAlly which will add to theircapabilities in cloud-based data backup and recovery, computing


ARR up 11% in Q3'20...cloud-based ARR was up 19%, which is the area to be most excited about and the area they're expanding through acquisitions and strategic partnerships/marketing.

Market cap is only $540.7m, with LTM revenue of $211m. So trading at only about 2.5x. Additionally, FY20 revenue is expected to come in at $217.5m, which would be 25.4% YoY growth. That's huge and it is not priced in. That growth expectation is also way too conservative from the analysts because last earnings they beat EPS estimates by over 13% and the CloudAlly numbers/synergies aren't factored in at all because the analyst estimates for this quarter are still the same as they were a year ago and haven't been revised despite the acquisition in November. Clown shit
LTM EBITDA is $43.6m, a whole ass 65.8% jump from FY19 EBITDA

Currently trading at$10.02.There are 3 fair value models that compare ZIXIs financials, price, growth, and other historical data then compares it to current price action and also compares it to the same data of competitors and peers. The 3 models are listed below and come in with an average target price of$14.67and represents46.4% upside.

EBITDA multiples: $13.86 (+38.88%)

Revenue Multiples: $14.54(+41%)

5Y DCF Revenue: $15.62 (+47.02%)

Peers/competitors for the models include: PFPT, VMW, CTXS, MSFT, and VN2

Load up faggots