/
We provide an agentic customer platform that helps marketing, sales, and customer service teams drive business growth. We deliver seamless connection for customer-facing teams with a unified platform that includes three layers: Artificial Intelligence ("AI")-powered agents and engagement hubs, a Smart customer relationship management product ( CRM ), and a connected ecosystem supporting the cus…
$203.39
$4.80 (-2.31%)
Price from 14 days ago
Operating margin is thin at 0.24%. Limited cushion if revenue slows or costs rise, not the profile of a wide-moat business.
Revenue up 19.2% YoY with margins expanding 2.8pp.
At 107x earnings, the current multiple leaves limited room for execution misses or growth deceleration.
107.0x earnings, 14.4x FCF. The market is pricing in years of above-average growth. If that thesis breaks, downside from multiple compression alone could be 30%+. This is a stock where you're paying for the future, not the present.
Based on TTM earnings · Diluted shares
Profitability & Returns
Revenue (TTM)
$3.30B
▲ +19.2% YoY
Net Income (TTM)
$100M
▲ +892.0% YoY
Op. Margin
1.90%
▲ +2.8pp YoY
ROIC
1.96%
▲ +3.0pp YoY
Cash Flow & Balance Sheet
FCF (TTM)
$743M
▲ +26.2% YoY
Op. Cash Flow (TTM)
$798M
▲ +27.1% YoY
Net Debt
-$1.44B
Net Cash Position
Cash & Equiv.
$1.69B
5Y CAGR: +28.8%
5Y CAGR: +68.8%
Continue Research