Slack Was Too Tightly Wound

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Slack Was Too Tightly Wound
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Heard on the Street: Slack will be challenged to justify its premium, especially given the deceleration that occurs with hypergrowth businesses

By Dan Gallagher Sept. 5, 2019 6:00 am ET Slack Technologies WORK 8.03% cut an unusual path to its public debut earlier this summer, so it seems only fitting that the company’s first round of quarterly results is also breaking some new ground, namely showing that a stock can lose a quarter of its value and still be priced for perfection.

The report showed the predictable strong revenue growth, deeper operating losses and continued cash burn as Slack continues to prioritize its expansion. But the key numbers were all ahead of Wall Street’s estimates, as was the company’s revenue growth forecast for the current quarter and fiscal year ending in January. Still, the stock slid nearly 14% after hours.

Even that low point represented a valuation of about 22 times forward sales. That put Slack in the upper tier of cloud software companies, above many other fast-growing outfits that have had more time to prove their mettle. Slack also carries a substantial premium to Dropbox , which employs a similar “freemium” business model mixing paid corporate users with free consumer use. Dropbox trades for around 4 times forward sales.

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