MANH - E2open Parent Holdings: Hot Market Valuation Gap To Peers
- E2open Parent Holdings, Inc.’s stock has lagged its supply chain management (SCM) software peers in a hot market while it digests its recent acquisition of BluJay.
- With transportation issues front and center in the news, SCM software companies have surged to nosebleed valuations, usually reserved for industries growing at 30-50%.
- With a broad and deep end-to-end SCM platform built through many acquisitions, $1 billion of whitespace, and recent insider buying, E2open merited a deeper dive.
- A full investment analysis follows in the paragraphs below.
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E2open Parent Holdings: Hot Market, Valuation Gap To Peers