$SFOR Ref: $67m=$1.1B DUO valued at $1.1B with $67
Post# of 82672
With SA folding, it will open the flood gate of Cash + Licencing deals from 1000x of Infringersr clients. DUO the ring leader will come for 3x, With Gemalto & Centrify.
With Cash on balance sheet with zero debt and Revenue pouring in, SKY is the limit...
Next batch will be fairly easy after this...
& this does not include any of the Deals SFOR/ACS is working on @ https://bit.ly/2rqd7yo
Look at Symantec , negative EPS, trades at a P/E ratio of 29.65
http://www.nasdaq.com/symbol/symc/pe-ratio
Now, Look at two key ratios:
1. enterprise value / forward-year revenue and
2. price/earnings-to-growth ratio, or PEG , ( using forward-year earnings ).
1) If you look at some IPOs including companies that are not profitable, making P/E comparison impossible. Therefore, as a first pass, looking at revenue allows you to comp a company like Twitter against its peers. Twitter EV/FY '16 revenue is 21x, and its next closest peer, Yelp, was at 13x. Facebook and LinkedIn trade at an EV/FY '16 of roughly 10x. (Yahoo Finance has EV on its Key Statistics tab and FY revenues on Analyst Estimates.)
2) All earnings are not equal . There are high-growth stocks , like cyber security companies , and the earnings growth is an important factor in comparing peers. PEG Ratio on forward-year earnings adjusts a P/E ratio for growth. If a company trades at a high P/E ratio but is growing really fast, PEG ratio equalizes it and portrays it as less expensive to its slower growing peers.
Growth is very valuable , and PEG adds it to the analysis. Again, you need to make sure to use forward year.
So, getting back to SFOR, it falls under category #2 and growth will be driven by Large scale enterprise contracts , Licencing it's Technology to both Hardware and software, and recurring revenue from OEM's .
Retails and Patent infringement lawsuit money that will add so much to SFOR bottom line , that I think in due time, you will see it falls close to it's peers like Symantec , Norton, McAfee etc and will trade at a much higher level.