Added to YB: 2025-04-17
Pitch date: 2025-04-15
TEAM [neutral]
Atlassian Corporation
-22.09%
current return
Author Info
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Company Info
Atlassian Corporation provides a collaboration software that enables organizations to connect all teams through a system of work that unlocks productivity at scale worldwide.
Market Cap
$42.3B
Pitch Price
$204.31
Price Target
N/A
Dividend
N/A
EV/EBITDA
-5.7K
P/E
-228.27
EV/Sales
7.46
Sector
Software
Category
growth
Atlassian: Collaboration Software Leader with $176B Market Opportunity
TEAM (overview): Global collaboration software leader w/ 48.7% market share in project mgmt. Strong moat via high switching costs (92% retention, >120% renewal). Revenue +21.3% YoY, guided decel to ~18%, but RPO +42.1% suggests conservative outlook. Fairly valued at 8.9x fwd EV/S vs 11x median, 2027 PEG 1.9. $176B TAM.
Read full article (12 min)