FIVN

Five9 Inc

TMT


Presented:06/24/2019
Price:$52.37
Cap:$3.13B
Current Price:$30.41
Cap:$2.27B

Presented

Date06/24/2019
Price$52.37
Market Cap$3.13B
Ent Value$3.05B
P/E RatioN/A
Book Value$2.53
Div Yield0%
Shares O/S59.68M
Ave Daily Vol760,784
Short Int11.75%

Current

Price$30.41
Market Cap$2.27B
Five9, Inc. engages in the provision of cloud software for contact centers. It offers end-to-end solutions with omnichannel routing, analytics, WFO, and AI to increase agent productivity and deliver tangible business results. The company was founded in December 2001 and is headquartered in San Ramon, CA.

Publicly traded companies mentioned herein: Avaya Holdings Corp (AVYA), Cisco Systems Inc (CSCO), Five9 Inc (FIVN), Gartner Inc (IT), RingCentral Inc (RNG), Twilio Inc (TWLO)

Highlights

The presenter views the contact call center market as underappreciated in size, and given Five9’s (FIVN) leading position and relatively small market cap ($3B), he is long the stock. In 2018, Gartner named FIVN a leader in the Magic Quadrant for Contact Center as a Service, and its growth and win rates have been reflective of its solid market position. Based on the presenter’s revenue estimates for 2020 and 2021, FIVN is trading at “very reasonable” sub-8x and 6x, respectively. In his opinion, Street numbers are “very low,” and FIVN could announce large revenue beats over the next 2 - 3 years.

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Idea Discussion

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