PLAN

Summary Anaplan’s Q4 was a beat and raise on a headline basis. The company did not make consensus billings targets, and billings growth fell from 59% to 25% sequentially. The shares fell noticeably losing 24% of their value the day after the earnings release. Overall, valuation has fallen to a very reasonable 10X EV/S on…

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December 12, 2018 Summary Anaplan is a recent IPO, and it reported its first quarter as a public entity last month. The company is the leading vendor in a business segment called Cloud Financial Planning and Analysis. The company, while not profitable, is growing at around 40%/year, and it should be able to continue that…

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