5 Tech Companies Growing Fast

Envestnet and Reply on the list

Author's Avatar
Nov 02, 2020
Article's Main Image

Investors may be interested in the following technology companies, as they have expanded their revenue per share and Ebitda per share by more than 10% over the trailing five-year and 10-year periods through Nov. 2.

Envestnet

Envestnet Inc. (ENV)'s revenue per share and Ebitda per share have increased 14.10% and 11.60%, respectively over the past five. Over a 10-year period, they grew by 17.10% and 18.70%, respectively.

a36b525f703ed7a2d84224208da85daa.png

The company, which provides wealth management technology, has a market cap of $4.12 billion and an enterprise value of $4.71 billion.

The price-book ratio 4.70. The share price has been as high as $99.63 and as low as $42.53 in the last year; it is currently 17.19% below its 52-week high and 62.26% above its 52-week low.

The company's largest guru shareholder is Ron Baron (Trades, Portfolio) with 0.09% of outstanding shares, followed by Lee Ainslie (Trades, Portfolio)'s Maverick Capital with 0.04% and Mairs and Power (Trades, Portfolio) with 0.03%.

Reply

Reply SpA (RPYTF) provides digital services and the integration of processes, applications and devices. It has a market cap of $4.04 billion and an enterprise value of $3.90 billion.

7a94965eb28d2dce7bdd81b08dcb3c67.png

Over the past five years, its revenue has increased 13.40% and its Ebitda has risen 16.90%. Over a 10-year period, the increases were 12.80% and 15.80% respectively.

The price-earnings ratio is 36.91.

J2 Global

The revenue per share of J2 Global Inc. (JCOM) has grown by 17.60% and its Ebitda per share has increased by 14.40% over a five-year period. Over the past 10 years, the metrics increased by 19.50% and 16.30%, respectively.

5c8189eb7dc4492a1a4ff0bf66b3a61d.png

The Internet services provider has a market cap of $3.21 billion and an enterprise value of $4.17 billion.

The price-earnings ratio 18.03. The share price has been as high as $104.57 and as low as $53.24 in the last year; it is currently 35.50% below its 52-week high and 26.68% above its 52-week low.

The company's largest guru shareholder is Ken Fisher (Trades, Portfolio) with 0.52% of outstanding shares, followed by Chuck Royce (Trades, Portfolio) with 0.35% and Jim Simons (Trades, Portfolio)' Renaissance Technologies with 0.21%.

SPS Commerce

Over a five-year period, the revenue per share and Ebitda per share of SPS Commerce Inc. (SPSC) have grown by 15.10% and 31.50%, respectively. Over a 10-year period, the company has reported a growth of 16.40% of its Ebitda and of 25.10% of its revenue.

b84b47f5bd6081b69cc102a14fe31abf.png

The company, which provides cloud-based supply chain management solutions, has a market cap of $2.91 billion and an enterprise value of $2.70 billion.

The price-earnings ratio 77.31. The share price has been as high as $88.43 and as low as $31.28 in the last year; it is currently 6.46% below its 52-week high and 164.45% above its 52-week low.

The company's largest guru shareholder is Simons' firm with 2.76% of outstanding shares, followed by Joel Greenblatt (Trades, Portfolio) with 0.13%, Royce with 0.13% and Ainslie with 0.03%.

ExlService

ExlService Holdings Inc. (EXLS) registered five-year performance for its revenue per share and Ebitda per share of 13.10% and 15.10%, respectively. Over a 10-year period, the growth rates were 14.40% and 12.70%, respectively.

045c60d8cda3ca90822d4433c99c5ec0.png

The business solutions provider has a market cap of $2.50 billion and an enterprise value of $2.51 billion.

The price-earnings ratio 35.50. The share price has been as high as $79.78 and as low as $40.61 in the last year; it is currently 8.34% below its 52-week high and 80.05% above its 52-week low.

The company's largest guru shareholder is Simons' firm with 0.59% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.01%.

Disclosure: I do not own any stocks mentioned.

Read more here:

Not a Premium Member of GuruFocus? Sign up for a free 7-day trial here.