Where's the Money? The Short Case for NetSuite

Geoffrey Rocca submits:

NetSuite (N) is a company that produces an integrated suite of business applications for medium sized businesses. Within this core area they also produce industry-specific applications, and also a platform that allows for customer-driven development.

The company was born in 1998 and seems to have brought some of that era's valuation with it, as the company has a price/sales ratio of 8.75 and a price/free cash flow ratio of about 170. Revenue growth has been very impressive, increasing from $17.7 million in 2004 to $166.5 million in 2009. However, this growth has not yet produced any tangible benefit to the shareholders, and one wonders when the shareholders will run out of patience.

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