Added to YB: 2025-03-18
Pitch date: 2025-03-14
NCNO [bullish]
nCino, Inc.
-43.54%
current return
Author Info
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Company Info
nCino, Inc., a software-as-a-service company, provides software solutions to financial institutions in the United States, the United Kingdom, and internationally.
Market Cap
$1.9B
Pitch Price
$28.34
Price Target
60.00 (+275%)
Dividend
N/A
EV/EBITDA
33.15
P/E
-84.63
EV/Sales
3.49
Sector
Software
Category
growth
Show full summary:
nCino - Mission-Critical SaaS at 11x CY27 FCF
NCNO: 11x CY27 FCF, 12% organic growth. New CEO, activist board. Targeting 71-75% GM, 40%+ EBIT margin. AUM pricing, AWS cross-sells, flat opex to drive margins. Commercial LOS dominant, new products (Acct Opening, Banking Advisor) potential catalysts. SimpleNexus drag, possible sale. Takeout candidate.
Read full article (11 min)