CHUBA

CommerceHub Inc

TMT


Presented:11/17/2016
Price:$14.88
Cap:$0.65B
Current Price:$22.73
Cap:$0.99B

Presented

Date11/17/2016
Price$14.88
Market Cap$0.65B
Ent Value$0.71B
P/E RatioN/A
Book Value$0.48
Div Yield0%
Shares O/S43.56M
Ave Daily Vol120,657
Short Int0.30%

Current

Price$22.73
Market Cap$0.99B
CommerceHub, Inc. provides cloud-based technologies and services. It offers integrated supply and demand & delivery solutions for retailers, online marketplaces and digital marketing channels and consumer brands, manufacturers, distributors and other market participants. The company is headquartered in Albany, NY.

Publicly traded companies mentioned herein: CommerceHub Inc (CHUBA, CHUBK), eBay Inc (EBAY), Liberty Interactive Corp QVC Group (QVCA), SPS Commerce Inc (SPSC)

Highlights

The presenter is long shares of CommerceHub (CHUBK), describing it as one of the most attractive assets to come out of Liberty. He notes CHUBK is a “$14B Gross Merchandise Value company with zero sell-side coverage” and models 20% FCF growth for several years. He expects the stock to double as FCF approaches $50m in 2018.

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Idea Discussion

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