- Coupa Software is a BSM (Business Spend Management) specialist whose stock underperformance contrasts sharply with its double-digit revenue growth.
- This is mostly due to weaker guidance and also because investors are leaning more toward the value strategy.
- However, due to product strength in an inflationary environment where cost-cutting is a priority, the company remains attractive and could become an acquisition target.
- Based on ease of platform integration, I identify potential suitors who also have the financial capability to acquire Coupa.
- The stock is a hold as potential M&A activities with respect to the stock lift up the share price.
For further details see:
High Growth And Stock Downside Make Coupa A Potential Acquisition Target