ETWO

E2open Parent Holdings Inc - Ordinary Shares - Class A

SPAC, Industrial/Transportation, TMT


Presented:01/28/2022
Price:$8.76
Cap:$2.67B
Current Price:$3.13
Cap:$0.98B

Presented

Date01/28/2022
Price$8.76
Market Cap$2.67B
Ent Value$4.89B
P/E RatioN/A
Book Value$10.23
Div Yield0%
Shares O/S304.77M
Ave Daily Vol3,335,089
Short Int8.28%

Current

Price$3.13
Market Cap$0.98B
E2open Parent Holdings, Inc. is a provider of supply chain management software. It offers an end-to-end and cloud-based supply chain management software as a service (SaaS) platform that orchestrate global supply chains and drive compelling value and return on investment (ROI) for its diverse blue-chip customers. The firm's software combines networks, data and applications to provide an integrated, mission-critical platform that allows customers to optimize their supply chain across channel shaping, demand sensing, business planning, logistics, global trade, manufacturing and supply management. The company was founded on February 4, 2021 and is headquartered in New York, NY.

Publicly traded companies mentioned herein: Dun & Bradstreet Holdings Inc (DNB), E2open Parent Holdings Inc (ETWO), Kinaxis Inc (KXS CN), Descartes Systems Group Inc/The (DSGX), Manhattan Associates Inc (MANH), The De-SPAC ETC (DSPC), Panasonic Corp (6752 JP) 

Highlights 

The presenter is long share of E2open Parent Holdings Inc (ETWO), a 100% cloud-based, real-time supply chain management software solution for large enterprises. The supply/demand imbalances unfolding across dozens of industries globally present an increasingly favorable opportunity for ETWO. As more companies realize the disparate systems they're using across their supply chain provide an inadequate picture, the value proposition for a cloud-based, end-to-end solution with a unified interface has never been greater. 

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Idea Discussion

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