Revenue growth, strong margins and zero debt. An overlooked opportunity in software?
Few technology companies can simultaneously grow at double-digit rates, maintain gross margins above 70%, and generate positive free cash flow. Add to that near-zero debt and a valuation many times lower than large competitors, and an investment story begins to emerge that should not escape attention.
Top points of the analysis
- Revenues and ARR are growing at a steady double-digit rate.
- Gross margin at 75% confirms the strong scalability of the business.
- The company is already generating positive free cash flow.
- Debt is virtually zero, with cash exceeding liabilities.
- Valuation (EV/S ~4.5x) is noticeably lower than established software rivals.
Company profile
Amplitude $AMPL - an American software company founded in 2012 in San Francisco- is behind this story . The company specializes in digital product analytics, i.e. tracking and evaluating user behavior in mobile apps and web environments. Its platform helps clients improve conversions, customer experience and user retention through…
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