PLAN

Anaplan Inc

TMT


Presented:01/24/2019
Price:$29.98
Cap:$3.75B
Current Price:$63.73
Cap:$9.59B

Presented

Date01/24/2019
Price$29.98
Market Cap$3.75B
Ent Value$0.69B
P/E RatioN/A
Book Value$2.82
Div Yield0%
Shares O/S124.96M
Ave Daily Vol517,417
Short Int4.08%

Current

Price$63.73
Market Cap$9.59B
Anaplan, Inc. engages in the provision of cloud platform, which addresses the connected planning need of all organizations with focus on largest global enterprises. It also offers professional services, including consulting, implementation, and training. The company was founded by Michael Gould, John David Guy Haddleton and Sue Haddleton in 2006 and is headquartered in San Francisco, CA.

Publicly traded companies mentioned herein: Anaplan Inc (PLAN), Oracle Corporation (ORCL)

Highlights

Given the potential for Anaplan’s (PLAN) growth to accelerate from current levels (>40% YoY), the presenter is long the stock at ~$30. In his opinion, the Street is “dramatically underestimating” the company’s growth potential. PLAN’s cloud-based SaaS platform for Connect Planning allows everyone in an organization to connect and collaborate using a single unified interface. The ability to connect data, people, and plans, across departments, is valuable; and this is a use case that’s been “untouched from a cloud native perspective.”

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Idea Discussion

Commentor 1 - 2 weeks ago

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