ISentia FVE Cut Again Following Weak Result and Higher Development Cost Guidance
We have cut our fair value estimate for no-moat-rated iSentia by a further 15% to AUD 1.60 per share, as we now expect software development costs to be materially higher in future relative to recent years. At the current market price of AUD 1.64, we believe the shares are fairly valued. Our valuation implies a fiscal 2018 price/earnings ratio of 12 and reflects our forecast EPS CAGR of just 2% over the next decade, excluding a short-term earnings bounce in fiscal 2018. Management didn’t provide ...Isentia and its subsidiaries are engaged in the provision of media intelligence services via media database, media release distribution, media monitoring, social media monitoring, media analysis and content marketing. Co.'s operating segments include Software-as-a-Service ('SaaS'), Value Added Services ('VAS') and Content marketing. The SaaS segment includes developing and hosting SaaS platforms to access information, analyze and report to media intelligence. VAS segment includes social media insights and monitoring, customized quantitative and qualitative analysis. Content marketing segment includes the development of comprehensive content marketing strategies and engaging digital content.
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors.
Morningstar provides data on approximately 530,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 18 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries and had approximately $185 billion in assets under advisement and management as of June 30, 2016.
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