MINDBODY MB

MINDBODY trades at 5.9x EV/NTM revenue on a $1.66B enterprise value. Revenue grew 36.8% year over year to $63.8M in the quarter ending September 2018, an annual run rate of $255.0M. MINDBODY reports a 68.3% gross margin and 10.9-month CAC payback.

ARR ($M)
255
Net Dollar Retention
--
ARR Growth
37.1%
EV / NTM Revenue
5.9x
Payback Period
10.9
EV / Run Rate
6.5x
Price & Key Metrics
Price Performance
Company Details
Share Price: 36.46
Last Filing Date: 2018-09-30
Fiscal Year End: 12-31
Last Filing: Form
Founding Year: 1946
IPO Year: 2015
Description
MINDBODY provides cloud-based business management software for the wellness services industry. MINDBODY serves about 35 million consumers located in over 130 countries and territories.
Reporting Notes
Categories
Vertical SaaS B2B SaaS SMB Application Software Software High Growth SaaS
Valuation
Market Cap: 1,747.131
Enterprise Value: 1,656.987
EV / Revenue Run Rate: 6.5x
EV / NTM Revenue: 5.9x
EV / 2026 Revenue Estimates: --
EV / 2027 Revenue Estimates: --
EV / 2028 Revenue Estimates: --
Key Business Metrics
Net Dollar Retention: --
Customers: 67364
ARR: 255
ARR Growth %: 37%
ARR/Customer ($K): 3
ARR/Employee ($K): --
Revenue
Revenue Run Rate: 255
ARR: 255
2026 Revenue Estimates: --
2027 Revenue Estimates: --
2028 Revenue Estimates: --
LTM Revenue: 228
Last Year Run Rate: 186
Growth
Revenue Growth: 37%
ARR Growth: 37%
Growth Persistence: 114%
2026 Revenue Growth Estimates: --
2027 Revenue Growth Estimates: --
2028 Revenue Growth Estimates: --
High Growth SaaS Matrix
Annual Run Rate ($) Revenue Growth Gross Margin Net Dollar Retention LTM CAC Payback Period (months) Rule of 40 (LTM FCF)
 
12,008.0
 
 
74%
 
 
84%
 
 
129%
 
 
10.23
 
 
92%
 
 
4,485.0
 
 
48%
 
 
76%
 
 
125%
 

14.1
 
 
66%
 
 
1,709.0
 

37%
 
 
69%
 
 
119%
 
 
24.24
 
 
56%
 
 
851.0
 
33%
 

64%
 
 
114%
 
 
28.86
 
 
46%
 
MINDBODY
 
255
 
37%
 
68%
 
 
10.93
 
32%
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is MINDBODY growing?

MINDBODY grew revenue 36.8% year over year, reaching $63.8M in the quarter ending September 2018.

What multiple does MINDBODY trade at?

MINDBODY trades at 5.9x EV/NTM revenue and 6.5x EV/run-rate, on an enterprise value of $1.66B.

Is MINDBODY profitable?

For MINDBODY, operating income was -$14.5M last quarter and LTM free cash flow margin is -4.4%.

How long does it take MINDBODY to pay back CAC?

MINDBODY recovers customer acquisition cost in about 10.9 months.

What sector is MINDBODY in?

Public Comps classifies MINDBODY under Vertical SaaS, B2B SaaS, SMB, Application Software, Software, and High Growth SaaS.

Where does Public Comps get MINDBODY's data?

Figures come from MINDBODY's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.