Mimecast's (MIME) revamped product offering will continue to power strong revenue growth and improved margins in the near term. While risk factors like its EMEA FX exposure, weak EPS, weak value, and weak momentum factor will continue to drive volatility, I find Mimecast's valuation attractive at 4x P/S as its strengths in email security will continue to be the dominant valuation factor in the near term as more workloads transition to the cloud.Source: Author
Demand (Rating: Bullish)
Mimecast recorded impressive results last quarter. However, the market wasn't impressed. Revenue grew 26% in absolute dollar