Adaptive Investments provides tools for portfolio protection to limit losses and manage risk during market downturns. The services are designed for financial advisors, self-managed investors, and enterprises, offering features like risk analytics and downside protection.

Adaptive Investments

Stargazr provides a platform to measure operational and financial data, helping improve profitability and efficiency in various industries.

Stargazr

Finmark supplies premium wrapping materials, trimmings, and stationery, self-described as family operated since 1977.

Finmark

Anaplan, Inc. provides a cloud-based connected planning platform to connect organizations and people in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. Its platform in-memory data storage and calculation capabilities deliver calculations of data in real time and provide a single source of information for planning, ensuring the consistency, quality, and integrity of the data utilized across the enterprise. The company delivers its application over the Internet as a subscription service using a software-as-a-service model, as well as offers professional services related to implementing and supporting its application. It serves banking, capital markets, consumer products, healthcare, insurance, life science, media, professional services, retail, technology, telecom, and transportation industries, as well as government agencies. Anaplan, Inc. was founded in 2008 and is headquartered in San Francisco, California.

Metric
Company Name	Adaptive Investments	Stargazr	Finmark	Anaplan, Inc.
Symbol				PLAN
MSH ID	COM:ADAPTIVE-INVESTMENTS	AI:STARGAZR	AU:COM:FINMARK	COM:ANAPLAN
Market	PRIVATE	PRIVATE	PRIVATE	STOCKS
Sector	Financial Services & Finance	Technology	Consumer Goods	Technology
Industry	Investment Services	Information Technology	Retail	Software - Infrastructure
Country	US	DE	AU	US
Stage
Employee Count				2.20K
Website	adaptive-investments.com	stargazr.ai	finmark.com.au	anaplan.com
LinkedIn				anaplan
Founders

Metric
Market Cap				9.59B
Enterprise Value
Monthly Web Traffic				1.18M
Web Traffic Growth				-0.17
Valuation
Raised Capital

Metric
Revenue				592.18M
Revenue (LTM)
Revenue (NTM)
Gross Profit				435.83M
EBITDA				-171.50M
Operating Income				-200.01M
Net Income				-211.77M
EPS				-1.52
Diluted EPS				-1.52
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score
28-Day Growth Score
90-Day Growth Score
365-Day Growth Score

Metric
Gross Profit Margin				0.74
Operating Profit Margin				-0.34
EBITDA Margin				-0.29
Net Profit Margin				-0.36
Return on Equity				-0.78
Return on Assets				-0.25
Return on Capital Employed				-0.64

ADAP

COM:ADAPTIVE-INVESTMENTS

Adaptive Investments

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

Balance Sheet Metrics

Efficiency Metrics

Metric
P/E Ratio				-41.98
P/B Ratio				33.84
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio				16.20
EV Multiple				-57.35

Metric
Days Sales Outstanding				121.12
Days Payables Outstanding				21.70
Days Inventory Outstanding
Operating Cycle				121.12
Cash Conversion Cycle				99.42
Asset Turnover				0.71

Metric
Operating Cash Flow				-15.08M
Free Cash Flow				-39.20M
Cash Flow to Debt				-0.26
Operating Cash Flow/Sales				-0.03
Free Cash Flow Yield				-0.00

Metric
Cash & Equivalents				299.37M
Accounts Receivable				-51.85M
Inventory
Goodwill				32.38M
Debt to Capitalization				0.18
Debt to Assets				0.07
Current Ratio				1.11
Quick Ratio				0.95

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue				0.25
R&D to Revenue				0.26
SG&A to Revenue				0.18