Professional
Added to YB: 2021-01-14
Pitch date: 2021-01-14
ECOM [bullish]
ChannelAdvisor Corporation
+24.68%
current return
Author Info
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Company Info
ChannelAdvisor Corporation, together with its subsidiaries, provides software-as-a-service (SaaS) solutions in the United States and internationally.
Market Cap
$667.7M
Pitch Price
$18.52
Price Target
N/A
Dividend
N/A
EV/EBITDA
N/A
P/E
19.17
EV/Sales
N/A
Sector
Software
Category
growth
(NAS:ECOM) ChannelAdvisor: The De Facto Channel Manager
ECOM: Leading channel manager for 2700+ brands across 100+ marketplaces (Amazon, Walmart, eBay, etc). $12B GMV in 2020. Shifting from SMB to enterprise (brands now ~50% rev, 95% retention, 20% YoY growth vs retailers 80% retention). COVID accelerated e-commerce 10yrs forward, making multi-channel crucial. Trades ~10x 2023 EV/earnings. Risk: CEO sold half stake, digital marketing stagnant, mobile may reduce marketplace fragmentation.
Read full article (5 min)