Revenues in 9M 2019 - 9M 2020
Invest in IPO Qualtrics
Qualtrics has built the first experience management platform (“XM Platform”) to manage customer, employee, product, and brand experiences. The company sells subscriptions to its XM Platform and provides professional services primarily consisting of research services, implementation services, and engineering services. It was founded in 2002 in Utah, US.
In today’s economy the experience management is more critical to improving customer experience than CRM, more influential upon employee experience than HCM systems, and more important to enhancing brand experience than Marketing Automation.
The experience management represents a vast, rapidly growing, and underpenetrated market opportunity today, which is estimated to be approximately $60 billion in 2020 (TAM).
The company’s rapid growth makes it difficult to evaluate the future prospects and may increase the risk that Qualtrics will not continue to grow at or near historical rates.
The experience management software category is relatively new and rapidly changing, and if Qualtrics does not compete effectively, its business, results of operations, and financial condition could be harmed.
Qualtrics plans to sell about 49.2 million shares at between $22 and $26 in its IPO. The company intends to raise as much as $1.3B in an IPO of its common stock at about $13.2B valuation. Qualtrics booked $723M in revenue for the last 12 months. Gross margin is around 73%. The company is growing at 32% YoY.
Similar public company is Medallia (MDLA), which is trading at 10x LTM Sales with revenue growth of 17%.
Qualtrics is the market leader. It is growing faster than its closest competitor and demonstrates higher gross margins. The expected return on investment is high, over 40%.
2-3 weeks before the start of the company publishes information about the opening of trading: financial statements for 3 years, a description of the company's business, plans for the future, as well as the risks that management sees in their own business. We analyze such offers and publish the best ones. Investors apply for deposits. Before the deadline for applications, you can change the request or cancel it.
We submit one large application for the purchase of shares by pre-subscription with reduced price to large investors. The application may be rejected in part or in full. Over the past three years, our applications have been rejected only three times. The next day, or every other day, we'll know at what price and at what percentage the order is executed, and we'll post it on «The my investment page».
The price of shares is rising from the first day due to the demand of investors deprived of the opportunity to buy shares before trading. Most of the stocks we've been recommending buying over the past three years have been starting to trade on the stock exchange at tens of percent higher than the price at which customers bought the shares. There comes a Lock up period when it is forbidden to sell shares purchased by subscription. Typically lasts 3 months.
After the expiration of the Lock Up period, the investment is automatically closed and the investor receives a profit on account of the deduction commissions UT. You can always view the results of your past investments in investment archive.
Although no shares are allowed to be sold during the lock-up period, our traders seek to offer investors fixed profit by way of using various financial instruments, including forwards, options, short positions etc.
From the investor’s point of view this means that he or she may close an investment by paying a certain part of its value (as a rule, approximately 15 percent). This is due to high prices for the instruments which are employed to ensure availability of fixed profit. As such, you shall press any relevant button in the Investor Account as soon as it is active.
The closing procedure is similar to commencement of investment business. You shall file a bid which is executed within a business day by UT. So, your investment is closed at the price currently prevailing on the stock exchange. However, we rarely recommend using this feature, since upon expiry of an applicable lock-up period the average performance is higher.
3 per cent of the share price. This fee is charged as soon as your investment bid is confirmed.
1.75 per cent of the purchase price paid for your shares as soon as trading is closed. This fee is charged upon closure of any relevant investment.
20 per cent of the profit your derive. This fee is charged only if you show positive performance as of the moment any relevant investment is closed.
TO EARLY EXIT
Usually, 15 per cent (depends on the stock exchange environment). It is calculated per each investment individually.
Our risk managers ensure proper support throughout the entire transaction.
IN THE PROFIT FROM THE FIRST DAY
Such an approach allows it to limit extra risks related to bankruptcy of start-ups and considerably increase profit vs investors purchasing shares on open Market.
LOW ENTRY THRESHOLD
Millions of dollars are required to buy shares on a subscription basis. We have generated a pool of traders and investors which enables any newbie to participate in any transaction as aforesaid by investing just USD50 or more.