DWRE

Demandware Inc.

TMT


Presented:05/14/2014
Price:$49.22
Cap:$1.77B
Current Price:$74.97
Cap:$2.86B

Presented

Date05/14/2014
Price$49.22
Market Cap$1.77B
Ent Value$1.51B
P/E RatioN/A
Book Value$7.92
Div YieldN/A
Shares O/S35.89M
Ave Daily Vol600,000
Short Int3.42%

Current

Price$74.97
Market Cap$2.86B
Demandware, Inc. provides cloud-based digital commerce solutions in the United States, Germany, the United Kingdom, and internationally. Its solutions enable companies to easily design, implement, and manage their customized digital commerce sites, including Websites, mobile applications, and other digital storefronts. The company offers Demandware Commerce, a digital commerce platform that enables customers to establish and execute complex digital commerce strategies, which comprise global expansion, multi-brand rollouts, and omni-channel operations. Demandware, Inc. sells its cloud based solutions to retailers and branded manufacturers in apparel and footwear, health and beauty, home and garden, sporting goods, general merchandise, and other categories through its direct sales force and indirect channels. The company was formerly known as SSE Holdings, Inc. and changed its name to Demandware, Inc. in August 2004. Demandware, Inc. was founded in 2004 and is headquartered in Burlington, Massachusetts.

Publicly traded companies mentioned herein: Demandware, Inc. (DWRE), Oracle Corporation (ORCL), eBay Inc. (EBAY), Microsoft Corporation (MSFT)

Highlights

Demandware (DWRE) provides retailers with cloud-based software and infrastructure solutions to run their ecommerce sites. The presenter is long the stock, and believes the increasing complexity of social media integration and the desire to drive sales online is pushing retailers to invest more heavily in their websites, and much of this business should, and could likely be outsourced to DWRE. He noted that DWRE signed more seven figure deals last quarter than they had in the entirety of 2013 as evidence of the trend. In addition to gaining momentum in the market, companies like DWRE have been acquisition targets for larger software players such as SAP and Oracle, as well as ecommerce giants like eBay.

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Idea Discussion

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