Switch to:

GuruFocus Financial Strength Rank measures how strong a company’s financial situation is. It is based on these factors

1. The debt burden that the company has as measured by its Interest coverage (current year).
2. Debt to revenue ratio. The lower, the better
3. Altman Z-score.

A company ranks high with financial strength is likely to withstand any business slowdowns and recessions.

Financial Strength : 9/10

vs
industry
vs
history
Cash to Debt 33.06
ELLI's Cash to Debt is ranked higher than
70% of the 2690 Companies
in the Global Software - Application industry.

( Industry Median: 11.15 vs. ELLI: 33.06 )
ELLI' s 10-Year Cash to Debt Range
Min: 33.06   Max: 18772.8
Current: 33.06

33.06
18772.8
Equity to Asset 0.86
ELLI's Equity to Asset is ranked higher than
93% of the 2437 Companies
in the Global Software - Application industry.

( Industry Median: 0.60 vs. ELLI: 0.86 )
ELLI' s 10-Year Equity to Asset Range
Min: -0.64   Max: 0.92
Current: 0.86

-0.64
0.92
Interest Coverage 306.10
ELLI's Interest Coverage is ranked higher than
61% of the 1680 Companies
in the Global Software - Application industry.

( Industry Median: 10000.00 vs. ELLI: 306.10 )
ELLI' s 10-Year Interest Coverage Range
Min: 45.22   Max: 9999.99
Current: 306.1

45.22
9999.99
F-Score: 5
Z-Score: 25.89
M-Score: -2.39
WACC vs ROIC
1.37%
10.58%
WACC
ROIC
GuruFocus Profitability Rank ranks how profitable a company is and how likely the company’s business will stay that way. It is based on these factors:

1. Operating Margin
2. Trend of the Operating Margin (5-year average). The company with an uptrend profit margin has a higher rank.
••3. Consistency of the profitability
4. Piotroski F-Score
5. Predictability Rank•

The maximum rank is 10. A rank of 7 or higher means a higher profitability and may stay that way. A rank of 3 or lower indicates that the company has had trouble to make a profit.

Profitability Rank is not directly related to the Financial Strength Rank. But if a company is consistently profitable, its financial strength will be stronger.

Profitability & Growth : 5/10

vs
industry
vs
history
Operating margin (%) 14.45
ELLI's Operating margin (%) is ranked higher than
86% of the 2659 Companies
in the Global Software - Application industry.

( Industry Median: 5.75 vs. ELLI: 14.45 )
ELLI' s 10-Year Operating margin (%) Range
Min: -4.1   Max: 20.81
Current: 14.45

-4.1
20.81
Net-margin (%) 9.60
ELLI's Net-margin (%) is ranked higher than
83% of the 2659 Companies
in the Global Software - Application industry.

( Industry Median: 3.76 vs. ELLI: 9.60 )
ELLI' s 10-Year Net-margin (%) Range
Min: -3.15   Max: 19.11
Current: 9.6

-3.15
19.11
ROE (%) 7.35
ELLI's ROE (%) is ranked higher than
71% of the 2592 Companies
in the Global Software - Application industry.

( Industry Median: 6.98 vs. ELLI: 7.35 )
ELLI' s 10-Year ROE (%) Range
Min: 5.58   Max: 15.84
Current: 7.35

5.58
15.84
ROA (%) 6.52
ELLI's ROA (%) is ranked higher than
78% of the 2705 Companies
in the Global Software - Application industry.

( Industry Median: 3.60 vs. ELLI: 6.52 )
ELLI' s 10-Year ROA (%) Range
Min: 1.29   Max: 13.64
Current: 6.52

1.29
13.64
ROC (Joel Greenblatt) (%) 92.95
ELLI's ROC (Joel Greenblatt) (%) is ranked higher than
84% of the 2674 Companies
in the Global Software - Application industry.

( Industry Median: 32.98 vs. ELLI: 92.95 )
ELLI' s 10-Year ROC (Joel Greenblatt) (%) Range
Min: 31.36   Max: 281.91
Current: 92.95

31.36
281.91
Revenue Growth (3Y)(%) 26.60
ELLI's Revenue Growth (3Y)(%) is ranked higher than
94% of the 2124 Companies
in the Global Software - Application industry.

( Industry Median: 5.30 vs. ELLI: 26.60 )
ELLI' s 10-Year Revenue Growth (3Y)(%) Range
Min: 0   Max: 26.6
Current: 26.6

0
26.6
EBITDA Growth (3Y)(%) 66.70
ELLI's EBITDA Growth (3Y)(%) is ranked higher than
97% of the 1756 Companies
in the Global Software - Application industry.

( Industry Median: 6.20 vs. ELLI: 66.70 )
ELLI' s 10-Year EBITDA Growth (3Y)(%) Range
Min: 0   Max: 74.3
Current: 66.7

0
74.3
EPS Growth (3Y)(%) 40.60
ELLI's EPS Growth (3Y)(%) is ranked higher than
91% of the 1588 Companies
in the Global Software - Application industry.

( Industry Median: 6.70 vs. ELLI: 40.60 )
ELLI' s 10-Year EPS Growth (3Y)(%) Range
Min: 0   Max: 111
Current: 40.6

0
111
» ELLI's 10-Y Financials

Financials


Revenue & Net Income
Cash & Debt
Oprt. Cash Flow & Free Cash Flow

» Details

Guru Trades

Q2 2014

ELLI Guru Trades in Q2 2014

PRIMECAP Management 3,020,900 sh (+3.39%)
Chuck Royce 188,000 sh (unchged)
Jim Simons Sold Out
First Eagle Investment Sold Out
Columbia Wanger Sold Out
» More
Q3 2014

ELLI Guru Trades in Q3 2014

Chuck Royce 188,000 sh (unchged)
PRIMECAP Management 3,020,900 sh (unchged)
» More
Q4 2014

ELLI Guru Trades in Q4 2014

PRIMECAP Management 3,813,245 sh (+26.23%)
Chuck Royce 177,700 sh (-5.48%)
» More
Q1 2015

ELLI Guru Trades in Q1 2015

Jim Simons 51,000 sh (New)
Paul Tudor Jones 5,100 sh (New)
PRIMECAP Management 3,927,245 sh (+2.99%)
Chuck Royce 172,700 sh (-2.81%)
» More
» Details

Insider Trades

Latest Guru Trades with ELLI

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

No Entry found in the selected group of Gurus. You can
  • 1. Modify your Personalized List of Gurus, or
  • 2. Click on Premium Premium Tools above to check out all the Gurus, or
  • 3. Click on Premium Plus Premium Plus above for the stocks picks of all the institutional investment advisors (>4000)
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Guru Investment Theses on Ellie Mae Inc

Baron Funds Comments on Ellie Mae Inc. - Feb 26, 2014

Ellie Mae, Inc. (ELLI), the provider of cloud based software services to the mortgage industry, stumbled badly after the mortgage market was softer than expected. We sold the position (at a 27% loss) after we realized that the correlation of its revenues to mortgage volumes was much higher than we had originally modeled.



From Ron Baron (Trades, Portfolio)'s Baron Funds fourth quarter 2013 letter to shareholders.

Check out Ron Baron latest stock trades

Ratios

vs
industry
vs
history
P/E(ttm) 105.20
ELLI's P/E(ttm) is ranked higher than
67% of the 2995 Companies
in the Global Software - Application industry.

( Industry Median: 82.20 vs. ELLI: 105.20 )
ELLI' s 10-Year P/E(ttm) Range
Min: 24.38   Max: 112.4
Current: 105.2

24.38
112.4
Forward P/E 44.44
ELLI's Forward P/E is ranked higher than
78% of the 2995 Companies
in the Global Software - Application industry.

( Industry Median: 0.00 vs. ELLI: 44.44 )
N/A
PE(NRI) 104.30
ELLI's PE(NRI) is ranked higher than
69% of the 2995 Companies
in the Global Software - Application industry.

( Industry Median: 83.80 vs. ELLI: 104.30 )
ELLI' s 10-Year PE(NRI) Range
Min: 26.39   Max: 111.47
Current: 104.3

26.39
111.47
P/B 7.10
ELLI's P/B is ranked higher than
51% of the 2995 Companies
in the Global Software - Application industry.

( Industry Median: 3.55 vs. ELLI: 7.10 )
ELLI' s 10-Year P/B Range
Min: 1.26   Max: 7.63
Current: 7.1

1.26
7.63
P/S 10.20
ELLI's P/S is ranked lower than
65% of the 2995 Companies
in the Global Software - Application industry.

( Industry Median: 2.79 vs. ELLI: 10.20 )
ELLI' s 10-Year P/S Range
Min: 0.98   Max: 10.93
Current: 10.2

0.98
10.93
PFCF 115.90
ELLI's PFCF is ranked higher than
68% of the 2995 Companies
in the Global Software - Application industry.

( Industry Median: 200.00 vs. ELLI: 115.90 )
ELLI' s 10-Year PFCF Range
Min: 20.13   Max: 123.85
Current: 115.9

20.13
123.85
POCF 37.93
ELLI's POCF is ranked higher than
70% of the 2995 Companies
in the Global Software - Application industry.

( Industry Median: 32.54 vs. ELLI: 37.93 )
ELLI' s 10-Year POCF Range
Min: 16.07   Max: 47.11
Current: 37.93

16.07
47.11
EV-to-EBIT 66.68
ELLI's EV-to-EBIT is ranked higher than
69% of the 2995 Companies
in the Global Software - Application industry.

( Industry Median: 44.26 vs. ELLI: 66.68 )
ELLI' s 10-Year EV-to-EBIT Range
Min: 12.9   Max: 101
Current: 66.68

12.9
101
Shiller P/E 287.90
ELLI's Shiller P/E is ranked higher than
74% of the 2995 Companies
in the Global Software - Application industry.

( Industry Median: 0.00 vs. ELLI: 287.90 )
ELLI' s 10-Year Shiller P/E Range
Min: 233.64   Max: 304
Current: 287.9

233.64
304
Current Ratio 2.91
ELLI's Current Ratio is ranked higher than
79% of the 2484 Companies
in the Global Software - Application industry.

( Industry Median: 1.95 vs. ELLI: 2.91 )
ELLI' s 10-Year Current Ratio Range
Min: 2.1   Max: 6.59
Current: 2.91

2.1
6.59
Quick Ratio 2.91
ELLI's Quick Ratio is ranked higher than
80% of the 2484 Companies
in the Global Software - Application industry.

( Industry Median: 1.83 vs. ELLI: 2.91 )
ELLI' s 10-Year Quick Ratio Range
Min: 2.1   Max: 6.59
Current: 2.91

2.1
6.59
Days Sales Outstanding 50.81
ELLI's Days Sales Outstanding is ranked higher than
86% of the 2995 Companies
in the Global Software - Application industry.

( Industry Median: 84.07 vs. ELLI: 50.81 )
ELLI' s 10-Year Days Sales Outstanding Range
Min: 26.33   Max: 46.1
Current: 50.81

26.33
46.1

Valuation & Return

vs
industry
vs
history
Price/Net Cash 65.20
ELLI's Price/Net Cash is ranked higher than
79% of the 2995 Companies
in the Global Software - Application industry.

( Industry Median: 0.00 vs. ELLI: 65.20 )
ELLI' s 10-Year Price/Net Cash Range
Min: 4.32   Max: 69.5
Current: 65.2

4.32
69.5
Price/Net Current Asset Value 39.40
ELLI's Price/Net Current Asset Value is ranked higher than
73% of the 2995 Companies
in the Global Software - Application industry.

( Industry Median: 0.00 vs. ELLI: 39.40 )
ELLI' s 10-Year Price/Net Current Asset Value Range
Min: 3.57   Max: 24.8
Current: 39.4

3.57
24.8
Price/Tangible Book 10.50
ELLI's Price/Tangible Book is ranked higher than
57% of the 2995 Companies
in the Global Software - Application industry.

( Industry Median: 9.40 vs. ELLI: 10.50 )
ELLI' s 10-Year Price/Tangible Book Range
Min: 3.01   Max: 12.08
Current: 10.5

3.01
12.08
Price/DCF (Projected) 5.90
ELLI's Price/DCF (Projected) is ranked higher than
71% of the 2995 Companies
in the Global Software - Application industry.

( Industry Median: 0.00 vs. ELLI: 5.90 )
ELLI' s 10-Year Price/DCF (Projected) Range
Min: 3.83   Max: 5.19
Current: 5.9

3.83
5.19
Price/Median PS Value 1.70
ELLI's Price/Median PS Value is ranked higher than
54% of the 2995 Companies
in the Global Software - Application industry.

( Industry Median: 1.40 vs. ELLI: 1.70 )
ELLI' s 10-Year Price/Median PS Value Range
Min: 0.19   Max: 1.51
Current: 1.7

0.19
1.51
Price/Graham Number 7.10
ELLI's Price/Graham Number is ranked higher than
68% of the 2995 Companies
in the Global Software - Application industry.

( Industry Median: 0.00 vs. ELLI: 7.10 )
ELLI' s 10-Year Price/Graham Number Range
Min: 2.36   Max: 6.28
Current: 7.1

2.36
6.28
Earnings Yield (Greenblatt) 1.50
ELLI's Earnings Yield (Greenblatt) is ranked higher than
63% of the 2630 Companies
in the Global Software - Application industry.

( Industry Median: 3.30 vs. ELLI: 1.50 )
ELLI' s 10-Year Earnings Yield (Greenblatt) Range
Min: 1   Max: 7.8
Current: 1.5

1
7.8

Business Description

Industry: Application Software » Software - Application
Compare: » details
Traded in other countries:7EM.Germany,
Ellie Mae Inc was originally incorporated in California in August 1997. The Company is a provider of on-demand software solutions and services for the residential mortgage industry in the United States. Its mortgage management solutions help streamline and automate the process of originating and funding new mortgage loans, thereby increasing efficiency, improving loan quality, facilitating regulatory compliance and reducing documentation errors while providing one system of record for loans. The Company's network electronically connects approximately 92,000 mortgage professionals using Encompass to mortgage lenders, investors and third-party service providers integral to the origination and funding of residential mortgages. Encompass is a comprehensive operating system that handles key business and management functions involved in running a mortgage origination business. Mortgage originators use Encompass as a single tool for loan processing, marketing, customer communication and to interact electronically with lenders, investors and service providers over the Company's network. It also offer Encompass users other on-demand software services, including: Encompass Docs Solution, which automatically prepares the disclosure and closing documents necessary to fund a mortgage; Encompass CenterWise, a bundled offering of electronic document management, or EDM, and websites used for customer relationship management; Total Quality Loan, or TQL, which offers a suite of fraud detection, valuation, validation and risk analysis services; Encompass Compliance Service, which automatically checks for compliance with federal, state and local regulations throughout the origination process; tax transcript services which provide income verification capability; services for ordering and managing appraisals; Encompass CRM, a suite of tools for managing contacts, leads and marketing campaigns; Encompass Product and Pricing Service, which allows Encompass users to compare loans offered by different lenders and investors to determine appropriate mortgage programs available to a particular borrower; and Encompass Flood Service, which allows Encompass users to order and transfer flood zone certifications. The Company's competitors include: Byte Software Inc.; Calyx Technology, Inc.; Davis + Henderson Corporation; Harland Financial Solutions; ISGN Solutions Inc.; Mortgage Builder Software, Inc.; OpenClose Mortgage Software; and PCLender.com, Inc. The Company is subject to federal, state and local laws that regulate and restrict the manner in which they operate in the residential mortgage industry, including Regulation X of RESPA, Regulation Z of TILA, the Mortgage Disclosure Improvement Act, and SAFE.
» More Articles for ELLI

Headlines

Articles On GuruFocus.com
Ellie Mae and Skyworks Solutions Robust Growth Trend, Syngentad Amalgamation Rumors May 01 2015 
Solid Business Momentum: CyberArk Software (CYBR), Ellie Mae (ELLI), Mattson Technology (MTSN) Feb 13 2015 
Baron Funds Comments on Ellie Mae Inc. Feb 26 2014 
Becoming a Privately Held Company – The AsiaInfo-Linkage Case Dec 26 2013 
comment on ELLI Jan 01 2013 

More From Other Websites
Lenders’ Purchase Share Continues to Rise, According to Latest Ellie Mae Origination Insight... May 21 2015
Lenders’ Purchase Share Continues to Rise, According to Latest Ellie Mae Origination Insight... May 21 2015
AllRegs by Ellie Mae Now Official Publisher of FHA Handbook May 19 2015
AllRegs by Ellie Mae Now Official Publisher of FHA Handbook May 19 2015
Ellie Mae’s Encompass Provides Mortgage Lenders as Much as $970 of Potential Savings and Value Per... May 18 2015
Ellie Mae’s Encompass Provides Mortgage Lenders as Much as $970 of Potential Savings and Value Per... May 18 2015
ELLIE MAE INC Financials May 15 2015
Ellie Mae Moves Into New Pleasanton Headquarters May 13 2015
Ellie Mae Moves Into New Pleasanton Headquarters May 13 2015
Why You Shouldn't Bet Against Ellie Mae (ELLI) Stock - Tale of the Tape May 12 2015
Ellie Mae Partners with DocuSign to Deliver Advanced Electronic Signature Capabilities to Mortgage... May 11 2015
Ellie Mae Partners with DocuSign to Deliver Advanced Electronic Signature Capabilities to Mortgage... May 11 2015
Earnings Estimates Moving Higher for Ellie Mae (ELLI): Time to Buy? - Tale of the Tape May 11 2015
10-Q for Ellie Mae, Inc. May 09 2015
ELLIE MAE INC Files SEC form 10-Q, Quarterly Report May 07 2015
Ellie Mae’s Encompass Title & Closing Center to be Ready for RESPA-TILA May 06 2015
Ellie Mae’s Encompass Title & Closing Center to be Ready for RESPA-TILA May 06 2015
Lenders’ Share of Purchase Volume Picks up in March, According to Latest Ellie Mae Origination... May 01 2015
Lenders’ Share of Purchase Volume Picks up in March, According to Latest Ellie Mae Origination... May 01 2015
Ellie Mae tops Street 1Q forecasts Apr 30 2015

Personalized Checklist

Checklist has been moved to "Checklist" tab.

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
FEEDBACK