DATA

Tableau Software Inc

TMT


Presented:01/24/2019
Price:$121.76
Cap:$10.18B
Current Price:no data
Cap:no data

Presented

Date01/24/2019
Price$121.76
Market Cap$10.18B
Ent Value$8.35B
P/E RatioN/A
Book Value$11.49
Div Yield0%
Shares O/S83.57M
Ave Daily Vol1,162,785
Short Int6.42%

Current

Priceno data
Market Capno data
Tableau Software, Inc. engages in the provision of software product which allows a broad population of business users to engage with data, ask questions, solve problems, and create value. Its product portfolio comprises of tableau desktop, server, and online. The company was founded by Christian Chabot, Patrick Hanrahan, and Christopher Stolte in 2003 and is headquartered in Seattle, WA.

Publicly traded companies mentioned herein: Amazon.com Inc (AMZN), Oracle Corporation (ORCL), Tableau Software Inc (DATA)

Highlights

The presenter is long shares of Tableau Software Inc (DATA), the business intelligence/data visualization software provider. The sell-side maintains a negative view of the company due to the stock’s poor performance in 2015. Despite the negative sentiment, the presenter thinks shares are cheap at its current price of ~$123, and he views the upside from DATA’s growth prospects, model transition, margin expansion, and product portfolio expansion as underappreciated. The ~$175 price objective in 12- 18 months is based on an EV/Sales multiple of 7x the presenter’s 2020 estimate.

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Idea Discussion

Commentor 1 - 2 weeks ago

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