Jonah’s Growth Stock Deep Dives

Jonah’s Growth Stock Deep Dives

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Jonah’s Growth Stock Deep Dives
Jonah’s Growth Stock Deep Dives
Part 2: Deep dive on Sprinklr ($CXM)

Part 2: Deep dive on Sprinklr ($CXM)

Jonah Lupton's avatar
Jonah Lupton
Nov 05, 2023
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In order to read this entire deep dive on Sprinklr ($CXM) you’ll need to become a paid subscriber by clicking the button below. If you’re already a paid subscriber than I thank you for your support. Paid subscribers receive 2-3 deep dives per month plus access to my investment portfolio (up +100.6% YTD), investment models and daily webcasts. [click here to subscribe]


I also run a Stocktwits rooms where I post throughout the day about my investment portfolio (up +100.5% YTD) and my trading portfolio (up +71.8% YTD) plus my market commentary, quarterly earnings analysis, analyst upgrades/downgrades, daily webcasts and much more… this is also the best place to chat with me throughout the day. [click here to subscribe]


Here are my other newsletters…

Jonah’s Deep Dives on Large/Mega Caps
We provide 3-4 deep dive writeups per month on large caps and mega caps which are companies with a market capitalization above $10 billion
By Jonah Lupton
Trading the Charts
Trading the Charts is a daily email with my favorite trading setups. You'll get access to my current trading portfolio, buys & sells, position sizes, entry & exit prices, and perhaps even some living trading & charting sessions.
By Jonah Lupton

Company: Sprinklr

Ticker: (CXM)

Website: Sprinklr.com

IPO date: June 2021

IPO price: $14.60

Current stock price: $14.45

Outstanding shares: 270.47 million

52 week high: $16.68 on September 07, 2023

52 week low: $7.25 on December 07, 2022

ATH: $26.50 on June 29, 2021

Market cap: $3.9 billion

Net cash/debt: +$600 million (net cash)

Enterprise value: $3.3 billion

Headquarters: New York, New York, United States

Number of employees: 3,500+

Average price target from analysts: $18.61 or 35.7% upside from current prices


Investor Relations:

https://investors.sprinklr.com

Q2 FY 2024 Earnings Report: https://investors.sprinklr.com/news/press-releases/detail/172/sprinklr-announces-second-quarter-fiscal-2024-results 

Q2 FY 2024 Earnings Presentation: https://d1io3yog0oux5.cloudfront.net/_1e672d16174ae0a5c9efe0423c445ae5/sprinklr/db/1912/17792/pdf/Q2+FY+24+Investor+Presentation_vF.pdf 

Sprinklr 2023 Investor Day: https://d1io3yog0oux5.cloudfront.net/_1e672d16174ae0a5c9efe0423c445ae5/sprinklr/db/1912/17787/pdf/CXM+Investor+Day_Master_Website+.pdf


Outline

  1. Introduction [part 1]

  2. Company Background [part 1]

  3. Opportunity [part 1]

  4. Business Model [part 1]

  5. Competitive Advantages [part 1]

  6. Risks [part 1]

  7. Valuation [part 2]

  8. Investment Model [part 2]

  9. Analysts [part 2]

  10. Technicals [part 2]

  11. Conclusion [part 2]

  12. Additional Sources [part 1, 2]

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