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Tufin Software Technologies Is Benefiting From Work From Home

September 7th, 2020 · Comments Off on Tufin Software Technologies Is Benefiting From Work From Home

The company had a rough Q1 as its peak weeks for closing deals coincided with the start of the lockdowns. Figures were particularly bad as the company considers 2019 and 2020 as investment years. Improvement is already setting in, but investors should consider that the seismic shift in the work environment should benefit demand for […]

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Tags: TUFN

Tufin Is A ‘SaaS-Like’ Company That Deserves A Higher Multiple

May 5th, 2020 · Comments Off on Tufin Is A ‘SaaS-Like’ Company That Deserves A Higher Multiple

The company has a fairly unique value proposition for business and is faced with a significant greenfield prospect to conquer. It also has cash to continue investing for almost a decade (at this pace). However, the shares sell at a low multiple because it largely sells perpetual software licenses, and its SaaS part is still […]

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Tags: TUFN

Tufin Shares Are Still A Bargain

November 18th, 2019 · Comments Off on Tufin Shares Are Still A Bargain

While not a pure SaaS play, the company nevertheless sprouts a SaaS-like business model with recurring maintenance sales, 80%+ gross margins, 30%+ revenue growth, and large up-sell revenues. We think that the 3.6x 2020 EV/S multiple is too low for a market leader with these characteristics. The company has multiple large greenfield opportunities in front […]

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Tags: TUFN

Take Advantage Of The Sale In Tufin Software

September 28th, 2019 · Comments Off on Take Advantage Of The Sale In Tufin Software

The company provides a unique service which has a large greenfield opportunity. While the company is still loss making and bleeding cash, it is in the land-grab phase, and given its cash position, it can easily afford this. At some stage, leverage will set in and operational performance will improve, but it should invest in […]

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Tags: TUFN

Tufin Software Shares Jump, Should You Get On Board?

June 26th, 2019 · Comments Off on Tufin Software Shares Jump, Should You Get On Board?

The company has carved out a valuable niche in the security market with central management and automation of organizational security policy. Giving the escalating connections and network complexity, the demand for this is growing firmly. While the company still has considerable losses and the shares, after a recent jump are fairly fully valued, they can […]

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