iRobot Corporation Customer Data is Worth 97 Percent to 219 Percent of Total Company Value Since Being Acquired by Amazon.com, Inc.
Sunil Soares CEO- YDC | Max Moeller Analyst -YDC In August 2022, Amazon.com, Inc. (ticker: AMZN) announced the acquisition of Roomba vacuum maker iRobot Corporation (ticker: IRBT) for $1.7 billion. This acquisition would potentially provide Amazon with another connected-home product and deep ties to consumers’ homes. Amid growing concerns about Amazon’s access to consumer data and […]
Dow Jones & Company has Customer-Related Intangibles of 109.4 Percent of Enterprise Value
Sunil Soares CEO-YDC | Max Moeller Analyst-YDC The YDC team recently published an IAI™ Index for Dow Jones & Company (“Dow Jones”). The Index is based entirely on Aggregate Customer Lifetime Value (CLV), which is 109.4% of Enterprise Value in this case.
Oil & Gas Exploration Data is Worth $0.32 per Proved Reserves of Barrel of Oil Equivalent or 1.31 percent of Enterprise Value
Sunil Soares, CEO YDC | Max Moeller, Analyst YDC The YDC team recently published a DMI™ index for Oil & Gas Exploration and Production companies in the United States. The DMI index of 1.31 percent is based entirely on exploration data as a percentage of Enterprise Value. On average, the exploration data for these companies […]
Zoom Video Communications has Customer-Related Intangibles of 105.8 Percent of Enterprise Value
Sunil Soares, CEO YDC | Max Moeller, Analyst YDC The IAI™ index for Zoom Video Communications, Inc. (Ticker: ZM) is 105.8%, which indicates that the aggregate value of customer-related intangibles is 105.8% of enterprise value. This index is based entirely on the aggregate Customer Lifetime Value (CLV) of both Enterprise and Non-Enterprise customers.
Customer-Related Intangibles are 42 Percent of Enterprise Value for Trimble’s Buildings & Infrastructure Segment
Sunil Soares , CEO YDC | Max Moeller, Analyst YDC This report focuses on the Buildings & Infrastructure (B&I) Segment of Trimble, Inc. (Ticker: TRMB). The IAI™ index for B&I is 42 percent, which is the ratio of the aggregate value of customer-related intangibles to enterprise value for the segment.
Dell Technologies Inc. has Customer-Related Intangibles of 121.3 Percent of Enterprise Value
Sunil Soares, CEO YDC | Max Moeller, Analyst YDC The IAI™ index for Dell Technologies Inc. (Ticker: DELL) is 121.3 percent, which is the ratio of the aggregate value of customer-related intangibles to enterprise value. This index is based entirely on the aggregate Customer Lifetime Value (CLV) of Existing Commercial Customers and Consumers.
Every One Percent Increase or Decrease in Customer Churn at Driven Brands and Valvoline Should Result in an Eight to Ten Percent Decrease or Increase in Stock Price
Sunil Soares, CEO YDC | Max Moeller, Analyst YDC Every one percent increase or decrease in customer churn rate should result in an eight to ten percent decrease or increase in the stock price for Driven Brands Holdings Inc. (Ticker: DRVN) and Valvoline Inc. (Ticker: VVV).
DexCom Aggregate Customer Lifetime Value is Equivalent to 13.1 Percent of Enterprise Value
Sunil Soares, CEO & Founder- YDC DexCom, Inc.(Ticker: DXCM) is a U.S.multinational company offering Continuous Glucose Monitoring (CGM) products for diabetes patients. Unlike most other life sciences and medical devices companies, DexCom has a lot of information about its end users. Based on publicly-available information, Dexcom has an Aggregate Customer Lifetime Value (CLV) of […]
Planet Fitness Aggregate Customer Lifetime Value is Equivalent to 7.5 percent of Enterprise Value
Sunil Soares, CEO & Founder – YDC | Max Moeller, Data Analyst- YDC Planet Fitness, Inc. (Ticker: PLNT) is a U.S. operator of franchise and company-owned fitness centers. Based on publicly-available information, PLNT has a YDC Intangible Asset Index (IAI) of 7.5 percent. This metric indicates that the Aggregate Customer Lifetime Value (CLV) of PLNT is 7.5 percent […]
UnitedHealth Group Aggregate Member Lifetime Value is Equivalent to 32.7 Percent of Enterprise Value
Sunil Soares, CEO & Founder- YDC UnitedHealth Group Incorporated (Ticker: UNH) is a U.S. multinational company offering managed healthcare, health insurance, pharmacy benefits, and other healthcare products. Based on publicly-available information, UNH has an Aggregate Member Lifetime Value of 32.7 percent of Enterprise Value. The YDC Intangible Asset Index™ is also 32.7 percent but would have been much […]