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Added to YB: 2025-04-17

Pitch date: 2025-04-15

TEAM [neutral]

Atlassian Corporation

-22.09%

current return

Author Info

Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.

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

Show full summary:
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)