Otonomo SPAC Presentation Deck
Comparable Company Analysis: Valuation Benchmarking
Transaction Processors and
High-growth Enterprise Software
High-growth Data Infrastructure
Data Marketplaces
FV / Revenue (21E, 22E)
26.3x
20.2x
32.0x
24.7x
32.2x
25.9x
zoom
1
46.8x
40.4x
31.3x
36.1x
CLOUDFLADE
FV / Gross Profit (21E, 22E)
52.5x
40.5x
CLOUDFLADE
23.6x
18.1x
zoom
otonomo
Ⓒtwilio
42.3x
123.4x
18.3x
DocuSign
31.7x
I
twilio
19.8x
225x
DocuSign
31.5x
21E Median: 25.0x
22E Median: 19.3x
40.3x
| 24.5x
okta
31.0x
f
I
okta
1019x
⁹.2X
workday
21E Median: 36.1x
22E Median: 27.9x
14.0x
11.7X
11.2x
workday
9.6x
cerence
13.2x
15.7
cerence
38.0x
JATADOG
48.4x
28.6x
Source: Factset as of 29th January 2021. Financials calendarised as of December.
36.4x
DAŤADOG
31.2x
24.3x
mongoDB
43.5x
33.3x
mongoDB.
19.4x
elastic
25.5×
[15.7x
U
1,0.7x
P0.8x
elastic
21E Median: 19.4x
22E Median: 20.0x
1
8.6 x
U
splunk>
13.7x
10.8x
15.3x
splunk>
12.4x
alteryx
21E Median: 25.5x
22E
Median: 27.0x
16.6x
NM
13,5x
alteryx
*snowflake
42.1x
WN
61.5x
snowflake
22.1x
15.6x
stone
32.8x
21.2x
stone
17.7x
5.7x
AMADEUS
I
10.3x
AMADEUS
50.3x
38.5x
adyen
52.0x
39.9x
adyen
8.0x
6.8x
□ Square
27.8x
21.7x
□ Square
21E Median: 11.3x
22E Median: 10.6x
17.2x
14.9x
Costar Group
21.2x
18.3x
11.3x
10.6x
21E Median: 21.2x
22E Median: 18.3x
Costar Group
✔Verisk
17.5x
16.4x
✔Verisk
5.7x
5.3x
EQUITAX
1
x6
8.7x
EQUIFAX
41
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