Added to YB: 2026-09-08
Pitch date: 2026-09-05
NCNO [bullish]
nCino, Inc.
Author Info
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Company Info
nCino, Inc., a software-as-a-service company, provides software solutions to financial institutions in the United States, the United Kingdom, and internationally.
Market Cap
$2.4B
Pitch Price
N/A
Price Target
32.00 (+38%)
Dividend
N/A
EV/EBITDA
27.47
P/E
74.93
EV/Sales
4.36
Sector
Software
Category
value
Into The Wreckage - A Basket of SaaS Winners - nCino, Inc.
NCNO: nCino’s deeply embedded lending and account-opening platform combines high switching costs with a sharp cash-flow inflection: fiscal Q1 2027 revenue rose 11%, non-GAAP operating margin reached 28%, and free cash flow jumped 54% to $80.8 million. At roughly 15x guided fiscal 2027 free cash flow, the base case is $26 and bull case $32; the key risk is a stalled margin trajectory amid slowing growth.
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