- Ellie Mae has a near unassailable position in the mortgage market, offering a one-stop-shop solution for its varied customers.
- Headwinds from the refi market are set to continue, but growth is nevertheless returning to the company on the back of innovation and increasing uptake by corporate customers.
- Valuations, albeit still steep, have come down, and we see some upside in the shares again.
Source: There Is Upside In The Shares Of Ellie Mae – Ellie Mae, Inc. (NYSEMKT:ELLI) | Seeking Alpha