Informatica Delivers
Informatica Corporation provides enterprise data integration and data quality software and services. The Company's software solutions enable a variety of complex enterprise data integration initiatives through the technologies, which include enterprise data integration, data quality, master data management, business to business (B2B) data exchange, application information lifecycle management, complex event processing, ultra messaging, and cloud data integration.
[PostStockWidget stock_valuation="" pricetype="live" manual_date="Dec. 21, 2012, 2:04pm GMT" symbolcodes="'INFA'" symbolprices="44" div_align="right"]
We bought INFA at $30.11 in July 2014. The shares have reached our target of $44 (which was recently raised from $41). Based on the historical valuation range, the shares should be at a high valuation. In addition, the high P/E multiple is a cause for concern.
HIGH VALUATION IN INFORMATICA AT $USD 43.90 (INFA-US, $43.91) HALF POSITION
TOTAL RETURN (no dividends): +45.8%
PURPLE CHIPS TARGET: $44.00 POSITION SIZE: HALF (2.5%) P/E: 28.8X DIV: Nil MKT CAP: $4.8B Cash: $700M RETURN ON CAPITAL: 20.9% EARNINGS YIELD: 5.7% 5 YR EPS Growth rate*:12.6% P/E/G Ratio: 2.28 EPS: $1.60 2016 EST.: $1.89 2017 EST.: $2.18
*Blended growth rate= 2/3 historical (5yrs), 1/3 forward.
