CHUBA

CommerceHub Inc

TMT


Presented:02/15/2017
Price:$15.07
Cap:$0.66B
Current Price:$22.73
Cap:$0.99B

Presented

Date02/15/2017
Price$15.07
Market Cap$0.66B
Ent Value$0.71B
P/E RatioN/A
Book Value$0.48
Div Yield0%
Shares O/S43.56M
Ave Daily Vol97,545
Short IntN/A

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)

Highlights

The presenter is long shares of CommerceHub (CHUBA), noting it’s the sole player in a “massive and growing” market with various strategic possibilities in a deal scenario. The presenter believes CHUBA is undervalued by analysts / investors due to “clouded” numbers associated with initial public market costs, a lack of management guidance on how to assess the business, and believes CHUBA’s unique market positioning and growth potential are being ignored. By his model, CHUBA shares could appreciate over 80% based on a 15x EBITDA multiple on organic growth, with additional upside in an acquisition scenario, which he views as likely.

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Idea Discussion

Commentor 1 - 2 weeks ago

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