N

NetSuite Inc

TMT


Presented:07/12/2016
Price:$84.18
Cap:$6.74B
Current Price:$90.34
Cap:$7.36B

Presented

Date07/12/2016
Price$84.18
Market Cap$6.74B
Ent Value$5.39B
P/E RatioN/A
Book Value$3.84
Div Yield0%
Shares O/S80.09M
Ave Daily Vol792,826
Short Int14.37%

Current

Price$90.34
Market Cap$7.36B
NetSuite, Inc. engages in the provision of cloud-based business management application suites. The company provides cloud-based financials and enterprise resource planning software suites. It offers a broad suite of applications, including accounting, customer relationship management, professional services automation, Human Capital Management and ecommerce. Its products include NetSuite ERP, Ecommerce, CRM+, NetSuite OneWorld, NetSuite OpenAir and NetSuite TribeHR . NetSuite was founded by Evan M. Goldberg and Lawrence J. Ellison in October 1998 and is headquartered in San Mateo, CA.

Publicly traded companies mentioned herein: NetSuite Inc. (N), Oracle (ORCL), Microsoft (MSFT) and Workday (WDAY).

Highlights

NetSuite is a mid-market provider of SaaS enterprise resource planning software. The stock was up nearly 15% on the day it was presented by the client, who is short on the thesis that the sell side has been overestimating the company’s deferred revenue, which is inflated by the company’s practice of billing customers for products that have yet to be released. The presenter believes that NetSuite is likely to miss on billings sometime between the second and fourth quarters of the current year.

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Idea Discussion

Commentor 1 - 2 weeks ago

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