Skip to main content
Message Font: Serif | Sans-Serif
 
No. of Recommendations: 2
Here's my redone ranker for SEBL. I used the wrong figures for sales in my first post. 
I should have caught it by the flow ratio being so low.

Siebel Systems is the current leader in Customer Relationship Management (CRM) software. 
I've evaluated SEBL vs Oracle who could be a future competitor and vs. Dendrite who is a 
current competitor but only in a subset of what Siebel does. I believe that PeopleSoft, 
Nortel and SAP are moving away from being compeitors with SEBL.


Financial Analysis Company Being Evaluated                        Competitor #1   Competitor #2  Competitor #3

                 Siebel Systems                                    Oracle         Dendrite    <Fill in Name>
                   1999 Annual    1998 Annual  Year-over-Year     2Q 00 TTM      1999 Annual  Current Period
                   12/31/1999     12/31/1998      Growth         11/30/1999      12/31/1999       <Date>
Income Statement Released 1/25/00
  Sales                     791            410     92.9%                 9,323            172
  Cost of Goods S           181             71    154.9%                 5,805             75
  Net Income                122             44    177.3%                 1,442             19
  Shares Outstanding        226            202     11.9%

Balance Sheet . . .
  Cash & Equivalents      1,106            233    374.7%                 2,134             65
  Current Assets          1,129            386    192.5%                 4,400            100
  Short-term Debt             0              0    No Debt                    3              0
  Current Liabilities       251            156     60.9%                 2,471             22
  Long-term Debt            300              0 Initiated Debt              301              0
                                                                              1              1              0Competitors
Margins & Ratios . . .
  Gross Margins            77.1%          82.7%    -5.6                   37.7%          56.4%                     47.1%
  Net Margins              15.4%          10.7%     4.7                   15.5%          11.0%                     13.3%
  Cash-to-Debt              3.69       No Debt! Initiated Debt             7.02       No Debt!                      7.23
  Net Cash                 806.0          233.0   245.9%                 1830.0           65.0                     947.5
  Fool Flow Ratio           0.09           0.98   -90.7%                   0.92           1.59                      1.25


                  Continue Here

Ranking Rule Makers

1) Brand          Points (0-1)                                3) Financial Dire Points (0-3)
Familiarity                    0                              Sales Growth                   3
Openness                       1                              Gross Margins                  0
Optimism                       1                              Net Margins                    3
Legitimacy                     1                              Shares Outstanding              0
Inevitability                  1                              Cash-to-Debt                   2
Solitariness                   1                              Fool Flow Ratio                3
Humor                          1                              Expansion Potential              2
  Subtotal                     6                                Subtotal                    13

2) Financial Loca Points (0-2)                                4) Monopoly Status Points (0-4)
Mass Market Habit              1                              Gross Margins                  4
Gross Margins                  2                              Net Margins                    2
Net Margins                    2                              Net Cash                       0
Cash-to-Debt                   2                              Fool Flow Ratio                4
Fool Flow Ratio                2                              Convenience                    4
Your Interest                  1                                Subtotal                    14
  Subtotal                    10
                                                              5) Your  Enjoyment              1

                   Total Score               44 Second Tier

Print the post  

Announcements

What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.