| 10-Q | 2020-06-30 | Filed 2020-08-07 |
| 10-K | 2020-03-31 | Filed 2020-06-01 |
| 10-Q | 2019-12-31 | Filed 2020-02-07 |
| 10-Q | 2019-09-30 | Filed 2019-11-12 |
| 10-Q | 2019-06-30 | Filed 2019-08-09 |
| 10-K | 2019-03-31 | Filed 2019-06-13 |
| 10-Q | 2018-12-31 | Filed 2019-02-08 |
| 10-Q | 2018-09-30 | Filed 2018-11-08 |
| 10-Q | 2018-06-30 | Filed 2018-08-08 |
| 10-K | 2018-03-31 | Filed 2018-05-29 |
| 10-Q | 2017-12-31 | Filed 2018-02-09 |
| 10-Q | 2017-09-30 | Filed 2017-11-08 |
| 10-Q | 2017-06-30 | Filed 2017-08-09 |
| 10-Q | 2017-01-31 | Filed 2017-03-31 |
| 8-K | 2020-08-13 | Shareholder Vote |
| 8-K | 2020-08-06 | Earnings, Exhibits |
| 8-K | 2020-07-20 | Other Events, Exhibits |
| 8-K | 2020-07-05 | Regulation FD, Exhibits |
| 8-K | 2020-05-28 | |
| 8-K | 2020-04-21 | |
| 8-K | 2020-04-14 | |
| 8-K | 2020-04-01 | |
| 8-K | 2020-03-24 | |
| 8-K | 2020-03-09 | |
| 8-K | 2020-02-06 | |
| 8-K | 2020-02-05 | |
| 8-K | 2019-12-18 | |
| 8-K | 2019-11-11 | |
| 8-K | 2019-09-11 | |
| 8-K | 2019-08-15 | |
| 8-K | 2019-08-15 | |
| 8-K | 2019-08-08 | |
| 8-K | 2019-06-14 | |
| 8-K | 2019-06-14 | |
| 8-K | 2019-05-23 | |
| 8-K | 2019-05-23 | |
| 8-K | 2019-03-15 | |
| 8-K | 2019-02-07 | |
| 8-K | 2019-01-06 | |
| 8-K | 2018-11-27 | |
| 8-K | 2018-11-08 | |
| 8-K | 2018-11-06 | |
| 8-K | 2018-10-24 | |
| 8-K | 2018-10-24 | |
| 8-K | 2018-10-12 | |
| 8-K | 2018-09-26 | |
| 8-K | 2018-09-24 | |
| 8-K | 2018-09-19 | |
| 8-K | 2018-08-22 | |
| 8-K | 2018-08-16 | |
| 8-K | 2018-08-15 | |
| 8-K | 2018-08-07 | |
| 8-K | 2018-07-17 | |
| 8-K | 2018-05-31 | |
| 8-K | 2018-05-24 | |
| 8-K | 2018-05-11 | |
| 8-K | 2018-03-15 | |
| 8-K | 2018-03-15 | |
| 8-K | 2018-03-07 | |
| 8-K | 2018-02-08 | |
| 8-K | 2018-01-22 |
| Comps ($MM TTM) | Market Cap | Gross Margin | EV/EBITDA | Ret on Assets | Assets | Liabilities | Revenue | G Profit | Net Income | EBITDA | EV |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Leidos (LDOS) | 12,721 | 14% | 18.5 | 5% | 9,410 | 6,164 | 8,140 | 1,121 | 489 | 813 | 15,007 |
| OpenText (OTEX) | 11,102 | 68% | 17.4 | 4% | 8,020 | 4,111 | 2,898 | 1,966 | 324 | 775 | 13,455 |
| Henry Jack & Associates (JKHY) | 11,076 | 41% | 29.8 | 12% | 2,226 | 749 | 1,598 | 649 | 278 | 369 | 10,979 |
| Ringcentral (RNG) | 10,665 | 75% | 1,372.9 | -3% | 1,059 | 690 | 839 | 630 | -34 | 7 | 10,083 |
| EPAM Systems (EPAM) | 10,433 | 35% | 28.6 | 12% | 2,040 | 548 | 2,166 | 769 | 246 | 336 | 9,603 |
| Amdocs (DOX) | 9,121 | 0% | 23.4 | 7% | 5,293 | 1,750 | 3,953 | 0 | 369 | 369 | 8,650 |
| Autohome (ATHM) | 8,996 | 0% | 15,756 | 4,645 | 0 | 0 | 0 | 0 | 8,779 | ||
| DXC Technology (DXC) | 8,421 | 0% | 10.4 | -4% | 29,516 | 20,646 | 20,199 | 0 | -1,207 | 1,347 | 14,023 |
| Aspen Technology (AZPN) | 8,385 | 90% | 24.4 | 27% | 1,022 | 628 | 618 | 558 | 271 | 342 | 8,326 |
| Zendesk (ZEN) | 8,167 | 71% | -80.7 | -9% | 1,459 | 1,022 | 587 | 414 | -133 | -105 | 8,450 |
| Proofpoint (PFPT) | 7,133 | 73% | -303.7 | -5% | 2,208 | 1,613 | 645 | 472 | -102 | -20 | 6,104 |
| Zscaler (ZS) | 5,993 | 80% | -160.5 | -6% | 636 | 322 | 333 | 266 | -38 | -37 | 5,924 |
| CACI (CACI) | 5,796 | 5% | 15.4 | 5% | 5,438 | 3,013 | 5,184 | 278 | 255 | 474 | 7,323 |
| Zynga (ZNGA) | 5,687 | 58% | 55.1 | 1% | 3,578 | 1,640 | 917 | 535 | 45 | 102 | 5,607 |
| Pegasystems (PEGA) | 5,353 | 65% | -77.7 | -8% | 917 | 388 | 891 | 581 | -75 | -67 | 5,240 |
| Science Applications (SAIC) | 4,960 | 9% | 17.7 | 3% | 4,700 | 3,320 | 6,031 | 539 | 160 | 380 | 6,741 |
| Perspecta (PRSP) | 4,224 | 18% | 9.8 | 1% | 6,319 | 4,156 | 4,448 | 807 | 79 | 672 | 6,619 |
| Cargurus (CARG) | 3,758 | 94% | 81.3 | 11% | 369 | 132 | 557 | 524 | 41 | 46 | 3,726 |
| CoreLogic (CLGX) | 3,715 | 0% | 22.8 | 1% | 4,138 | 3,206 | 1,740 | 0 | 32 | 234 | 5,340 |
| Five9 (FIVN) | 3,292 | 59% | 133.9 | -0% | 454 | 276 | 308 | 183 | -2 | 26 | 3,430 |