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2H24 Market Roundup
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Transcript
2H24 Market Roundup
Public Market Performance Education & Human Capital
EV/2025E EBITDA
EV/2025E Revenue
2024 Change in Stock Price
2024E Revenue Growth
2024E EBITDA Growth
Bright Horizons (BFAM) KinderCare (KLC) Nerdy (NRDY) Scholastic (SCHL) Stride (LRN)
0%
11%
PreK-12
(33%)
Adtalem Global Education (ATGE) American Public Education (APEI) Chegg (CHGG) Grand Canyon Education (LOPE)
Laureate Education (LAUR) Perdoceo Education (PRDO) Strategic Education (STRA) Universal Technical Institute (UTI)
Post Secondary
41%
7%
9%
Coursera (COUR) Docebo (DCBO) Duolingo (DUOL) Franklin Covey (FC) Healthstream (HSTM)
Roper (ROP)Skillsoft (SKIL) Tribal Group (TRB) Udemy (UDMY) Workday (WDAY)
Workforce & Lifelong Learning
(5%)
6%
13%
Blackbaud (BLKB) Clarivate (CLVT) Constellation Software (CSU) D2L (DTOL) Graham (GHC) Informa (INF)
John Wiley & Sons (WLY) Pearson (PSON) RELX (REL) Tyler (TYL) Wolters Kluwer (WKL)
Diversified Education
23%
0%
8%
Medians are shown for each sector. Market data is as of March 5, 2025. Select multiples were excluded when deemed not meaningful. Growth in revenue and EBITDA are not adjusted for M&A, if any. Non-US firms whose performances are related to the US market are included. Categorizations are not always precise because firms included may crossover various segments. Listed companies are illustrative, not exhaustive. Source: Pitchbook
2H24 Market Roundup
Notable 2H24 Transactions education & Human Capital
2H24 Market Roundup
Notable 2H24 Transactions education & Human Capital
2H24 Market Roundup
Notable 2H24 Transactions education
2H24 Market Roundup
Public Market Performance Media & Entertainment
EV/2025E EBITDA
EV/2025E Revenue
2024 Change in Stock Price
2024E Revenue Growth
2024E EBITDA Growth
Cardlytics (CDLX) Criteo (CRTO) Digital Turbine (APPS) DoubleVerify (DV) Innovid (CTV) Integral Ad Science (IAS) LiveRamp (RAMP)
Magnite (MGNI) Outbrain (OB) PubMatic (PUBM) Taboola (TBLA) The Trade Desk (TTD) Nexxen International (NEXN) Viant Technology (DSP)
Advertising Technology
9%
21%
26%
Accenture (ACN) Dentsu (4324) Entravision Communications (EVC) Ipsos (IPS) M&C Saatchi (SAA) Omnicom (OMC)
Next 15 Group (NFG) Publicis (PUB) S4 Capital (SFOR) Stagwell (STGW) Interpublic (IPG) WPP (WPP)
Advertising & Marketing Services
(4%)
0%
0%
Adobe (ADBE) Amplitude (AMPL) AppLovin (APP) Braze (BRZE) Brightcove (BCOV) Coveo (CVO) HubSpot (HUBS)
Klaviyo (KVYO) Oracle (ORCL) Salesforce (CRM) Semrush Holdings (SEMR) Sprinklr (CXM) Sprout Social (SPT) Zeta Global Holdings (ZETA)
Marketing Technology
8%
11%
41%
comScore (SCOR) Dun & Bradstreet (DNB) Experian (EXPN) Equifax (EFX) TransUnion (TRU) ZoomInfo Technologies (ZI)
Marketing Information
5%
3%
6%
Medians are shown for each sector. Market data is as of March 5, 2025. Select multiples were excluded when deemed not meaningful. Growth in revenue and EBITDA are not adjusted for M&A, if any. Non-US firms whose performances are related to the US market are included. Categorizations are not always precise because firms included may crossover various segments. Listed companies are illustrative, not exhaustive. Source: Pitchbook
2H24 Market Roundup
Public Market Performance Media & Entertainment
EV/2025E EBITDA
EV/2025E Revenue
2024 Change in Stock Price
2024E Revenue Growth
2024E EBITDA Growth
Banijay Group (BNJ) Comcast (CMCSA) Endeavor (EDR) Fox (FOXA) Paramount Global (PARA) The Walt Disney (DIS) Warner Bros. Discovery (WBD)
Diversified Media & Entertainment
1%
2%
(5%)
AMC Networks (AMCX) LionsGate Entertainment (LGF.A) Thunderbird Entertainment Group (TBRD) WildBrain (WILD)
Filmed Entertainment
(22%)
(34%)
(4%)
CTS Eventim (EVD) Live Nation Entertainment (LYV) Sphere Entertainment (SPHR) Madison Square Garden Entertainment (MSGE)
Live Entertainment
23%
1%
5%
Gray Television (GTN) Cumulus Media (CMLS) Sinclair Broadcast Group (SBGI) Townsquare Media (TSQ) Tegna (TGNA) Nexstar Media Group (NXST) The E.W. Scripps (SSP)
Broadcasting
7%
38%
(5%)
Medians are shown for each sector. Market data is as of March 5, 2025. Select multiples were excluded when deemed not meaningful. Growth in revenue and EBITDA are not adjusted for M&A, if any. Non-US firms whose performances are related to the US market are included. Categorizations are not always precise because firms included may crossover various segments. Listed companies are illustrative, not exhaustive. Source: Pitchbook
2H24 Market Roundup
Public Market Performance Media & Entertainment
EV/2025E EBITDA
EV/2025E Revenue
2024 Change in Stock Price
2024E Revenue Growth
2024E EBITDA Growth
Gannett (GCI) Lee Enterprises (LEE) Graham Holdings (GHC) News Corporation (NWSA) New York Times (NYT)
3%
3%
Publishing
23%
fuboTV (FUBO) iHeartMedia (IHRT) Netflix (NFLX) Roku (ROKU) Sirius XM (SIRI) Spotify (SPOT)
Digital Audio & Video
(17%)
17%
8%
Alphabet (GOOGL) Bumble (BMBL) Match Group (MTCH) Meta Platforms (META) Snap (SNAP)
Interactive Media
14%
19%
(10%)
Marketing Information
Medians are shown for each sector. Market data is as of March 5, 2025. Select multiples were excluded when deemed not meaningful. Growth in revenue and EBITDA are not adjusted for M&A, if any. Non-US firms whose performances are related to the US market are included. Categorizations are not always precise because firms included may crossover various segments. Listed companies are illustrative, not exhaustive. Source: Pitchbook
2H24 Market Roundup
Notable 2H24 Transactions Media & Entertainment
2H24 Market Roundup
Notable 2H24 Transactions Media & Entertainment
2H24 Market Roundup
Notable 2H24 Transactions Media & Entertainment
10
2H24 Market Roundup
Public Market Performance Consumer
EV/2025E EBITDA
EV/2025E Revenue
2024 Change in Stock Price
2024E Revenue Growth
2024E EBITDA Growth
Crocs (CROX) Steven Madden (SHOO) Caleres (CAL) Hanesbrands (HBI) Kontoor Brands (KTB) Levi Strauss (LEVI) On Holding (ONON)
Oxford Industries (OXM) PVH (PVH) Ralph Lauren (RL) Tapestry (TPR) Under Armour (UAA) V.F. (VFC)
Apparel & Accessories
15%
0%
(2%)
DICK'S Sporting Goods (DKS) Foot Locker (FL) Victoria's Secret (VSCO) Warby Parker (WRBY)
Best Buy (BBY) Lululemon Athletica (LULU) Urban Outfitters (URBN) Abercrombie & Fitch (ANF) Bath & Body Works (BBWI)
Specialty Retail
49%
0%
3%
Amazon.com (AMZN)eBay (EBAY) Etsy (ETSY) 1-800-FLOWERS.COM (FLWS)
Chewy (CHWY)Solo Brands (DTC) Hims & Hers Health (HIMS) Revolve Group (RVLV)
2%
23%
44%
E-Commerce
The TJX Companies (TJX) Ollie's Bargain Outlet (OLLI) Costco (COST) Dollar Tree (DLTR) BJ's Wholesale Club (BJ)
Burlington Stores (BURL)Dollar General (DG) Target (TGT) Tractor Supply Company (TSCO) Walmart (WMT)
Value / Mass Retail
30%
0%
3%
Medians are shown for each sector. Market data is as of March 5, 2025. Select multiples were excluded when deemed not meaningful. Growth in revenue and EBITDA are not adjusted for M&A, if any. Non-US firms whose performances are related to the US market are included. Categorizations are not always precise because firms included may crossover various segments. Listed companies are illustrative, not exhaustive. Source: Pitchbook
11
2H24 Market Roundup
Public Market Performance Consumer
EV/2025E EBITDA
EV/2025E Revenue
2024 Change in Stock Price
2024E Revenue Growth
2024E EBITDA Growth
Arhaus (ARHS) iRobot (IRBT) Newell Brands (NWL) Ethan Allen Interiors (ETD) Floor & Decor (FND)
The Home Depot (HD) Lowe's (LOW) La-Z-Boy (LZB) Restoration Hardware (RH) Williams-Sonoma (WSM)
13%
(6%)
0%
Home
Cricut (CRCT) Hasbro (HAS) Mattel (MAT) Peloton (PTON)Sonos (SONO)
Acushnet (GOLF) Topgolf Callaway (MODG) Vista Outdoor (VSTO) YETI (YETI)
Leisure Products
7%
(9%)
(1%)
Simply Good Foods (SMPL)The Chefs' Warehouse (CHEF) Kraft Heinz (KHC) Mondelez (MDLZ) Conagra (CAG) Campbell Soup (CPB) General Mills (GIS) Hormel Foods (HRL)
Hershey (HSY)McCormick (MKC) Performance Food (PFGC) J. M. Smucker (SJM) Sysco (SYY) TreeHouse Foods (THS) US Foods (USFD)
Food & Food Distributors
(5%)
1%
1%
Bloomin' Brands (BLMN) The Cheesecake Factory (CAKE) Cracker Barrel (CBRL) Jack in the Box (JACK) Papa John's (PZZA) Texas Roadhouse (TXRH) Wendy's (WEN) CAVA Group (CAVA)
Domino's Pizza (DPZ)Darden Restaurants (DRI) Brinker (EAT) Restaurant Brands (QSR) Sweetgreen (SG) Shake Shack (SHAK) Yum! Brands (YUM)
Restaurants
5%
5%
5%
Medians are shown for each sector. Market data is as of March 5, 2025. Select multiples were excluded when deemed not meaningful. Growth in revenue and EBITDA are not adjusted for M&A, if any. Non-US firms whose performances are related to the US market are included. Categorizations are not always precise because firms included may crossover various segments. Listed companies are illustrative, not exhaustive. Source: Pitchbook
12
2H24 Market Roundup
Notable 2H24 Transactions Consumer
13
2H24 Market Roundup
Notable 2H24 Transactions Consumer
Europe
14
2H24 Market Roundup
Notable 2H24 Transactions Consumer
Nordstrom Family
15
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