Ivy Mobility provides cloud-based Software as a Service (SaaS) solutions for the consumer goods industry, focusing on route-to-market operations.

Beri Meric

Philipp Triebel

Ivy Mobility

Adobe Inc. operates as a diversified software company worldwide. It operates through three segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products, services, and solutions that enable individuals, teams, and enterprises to create, publish, and promote content; and Document Cloud, a unified cloud-based document services platform. Its flagship product is Creative Cloud, a subscription service that allows members to access its creative products. This segment serves content creators, workers, marketers, educators, enthusiasts, communicators, and consumers. The Digital Experience segment provides an integrated platform and set of applications and services that enable brands and businesses to create, manage, execute, measure, monetize, and optimize customer experiences from analytics to commerce. This segment serves marketers, advertisers, agencies, publishers, merchandisers, merchants, web analysts, data scientists, developers, and executives across the C-suite. The Publishing and Advertising segment offers products and services, such as e-learning solutions, technical document publishing, web conferencing, document and forms platform, web application development, and high-end printing, as well as Advertising Cloud offerings. The company offers its products and services directly to enterprise customers through its sales force and local field offices, as well as to end users through app stores and through its website at adobe.com. It also distributes products and services through a network of distributors, value-added resellers, systems integrators, software vendors and developers, retailers, and original equipment manufacturers. The company was formerly known as Adobe Systems Incorporated and changed its name to Adobe Inc. in October 2018. Adobe Inc. was founded in 1982 and is headquartered in San Jose, California.

Charles Geschke

Adobe Inc.

DotActiv provides category management solutions focused on optimizing shelf space, product assortments, and data-driven decision-making.

DotActiv

International Business Machines Corporation provides integrated solutions and services worldwide. The company operates through four business segments: Software, Consulting, Infrastructure, and Financing. The Software segment offers hybrid cloud platform and software solutions, such as Red Hat, an enterprise open-source solutions; software for business automation, AIOps and management, integration, and application servers; data and artificial intelligence solutions; and security software and services for threat, data, and identity. This segment also provides transaction processing software that supports clients' mission-critical and on-premise workloads in banking, airlines, and retail industries. The Consulting segment offers business transformation services, including strategy, business process design and operations, data and analytics, and system integration services; technology consulting services; and application and cloud platform services. The Infrastructure segment provides on-premises and cloud-based server and storage solutions for its clients' mission-critical and regulated workloads; and support services and solutions for hybrid cloud infrastructure, as well as remanufacturing and remarketing services for used equipment. The Financing segment offers lease, installment payment, loan financing, and short-term working capital financing services. The company was formerly known as Computing-Tabulating-Recording Co. International Business Machines Corporation was incorporated in 1911 and is headquartered in Armonk, New York.

Cody Bellm

Tally Mack

Alfred Aday

Kengo Horibe

Vilas Sastry

Barrett Rodda

Lokesh Bevara

Alex Naoumidis

Michelle Esgar

Rachel Reinitz

Richard Kateley

Thomas J. Watson

International Business Machines Corporation

IVY is a coaching and learning partner for impact-focused CEOs and business leaders. Our vision is to transform every organization into a world-class university where all employees are treated as elite performers and coached by the leading minds of our time.

Upstage Ventures

Manbir Singh

Marvin Kim

Founders Fund

GSV Advisors

RiverPark Ventures

Ella Fontanals-Cisneros

Kasey Lee

Laszlo Bock

Omar Abukhadra

Ward Mooney

Unlock the 25 hidden drivers of optimal performance with retired Navy SEAL Commander and author Rich Diviney

Explore 2024’s key tech trends with renowned futurist Amy Webb

Learn how sorrow and longing make us whole with internationally bestselling author of Quiet, Susan Cain

Learn how to grow the pie and deliver both purpose and profit with Alex Edmans

Revive dialogue in a polarized time with Irshad Manji, Founder of The Moral Courage Project

Next week: Jonah Sachs, Dr John Blakey, Manu Kapur, Kurt Strovink and Dana Maor, and Afdhel Aziz (He/Him)

Become a likeable badαss with renowned UNC Health Organizational Psychologist, Alison Fragale

Supercharge your life by pptimizing your sleep and s tress in seven days with the Directors of UCSF Aging, Metabolism, & Emotion Center Elissa Epel and Aric Prather

Transform a chaotic start-up into a half-billion dollar company with Erika Ayers Badan

Learn the five talents that really matter with Barry Conchie and Sarah Dalton, Partners at Conchie Associates

Learn how innovative companies play games that tech giants can’t win with Harvard Business School Professor Feng Zhu and Doctoral Candidate Bonnie Cao

Next week: Rich Diviney, Amy Webb, Susan Cain, Alex Edmans, Irshad Manji

"You don’t need to abandon or change everything in your life to find opportunities for purpose and positive impact. You’re incredibly valuable right where you are. The fact is companies today are waking up to the idea that growth can come from solving global problems. If they can harness the collective energy and moral imagination of employees and leaders like you, the ripple effect can be powerful." - Afdhel Aziz (He/Him), CEO of Conspiracy of Love

Afdhel spoke about his latest book, Good is the New Cool: A Guide to Personal Purpose, Designing a Meaningful and Prosperous Career for IVY. Click below to sign up for IVY's Daily Insights newsletter and receive a curated insight like this in your inbox every weekday. https://lnkd.in/eTJbYzRF

#purpose #ESG #climate #sustainability #socialimpact #purposedrivenbusiness #personalgrowth

Master the path of awakening with Henry Shukman, renowned meditation teacher and poet, Spiritual Director at Mountain Cloud Zen Center, and author of Original Love

Learn how to avoid the money trap with SoftBank’s former Chief Dealmaker, Alok Sama

Regulate your nervous system, heal your body, and free your mind with Jennifer Mann and Karden Rabin, authors of The Secret Language of the Body

Lead and thrive through the unknown with Terence Mauri, global expert on disruption, Founder of Hack Future Lab, and author of The Upside of Disruption

Master dynamic drive for sustainable success with Molly Fletcher, renowned sports agent and author of Dynamic Drive

Next week: Feng Zhu and Bonnie Cao, Elissa Epel and Aric Prather, Erika Ayers Badan, Barry Conchie and Sarah Dalton, Alison Fragale

"Improving sleep starts when you wake up, not just the hour before bed." Learn how to work with your brain's predictive nature to achieve better sleep, consistently with Dr. Elissa Epel and Dr. Aric Prather, authors of The Seven-Day Series, which presents learnings from the renowned scientists at UCSF Aging, Metabolism, & Emotion Center in simple, actionable steps.

Click below to sign up for IVY's Daily Insights newsletter and receive a curated insight like this in your inbox every weekday. https://lnkd.in/eQcWtDPs

#sleep #psychology #highperformance #stress #stressmanagement #wellness #health #mindfulness

Maximize resilience in your supply chain with Peter S. Goodman, The New York Times Global Economics Correspondent and author of How the World Ran Out of Everything

Learn science-based strategies to boost motivation in yourself and others with Benjamin Heddy, Director of the University of Oklahoma's MOVE Lab and author of Motivation Myth Busters

Discover how purpose fuels high-performance companies with renowned Harvard Business School professor and author of Deep Purpose, Ranjay Gulati

Learn how women of color can redefine power in corporate America with Deepa Purushothaman, Executive Fellow at Harvard Business School and author of The First, the Few, the Only

Master the art of being human at work with Allison Schultz, Co-Founder of Reboot.io and author of The Art of Being Human at Work: Meditations for the Work of Your Life

Next week: Terence Mauri, Molly Fletcher, Henry Shukman, Alok Sama, Jennifer Mann and Karden Rabin

Metric
Company Name	Ivy Mobility	Adobe Inc.	DotActiv	International Business Machines Corporation
Symbol		ADBE		IBM
MSH ID	COM:IVYMOBILITY	COM:ADOBE	COM:DOTACTIV	COM:IBM
Market	PRIVATE	STOCKS	PRIVATE	STOCKS
Sector	Technology	Technology	Technology	Technology
Industry	Consumer Services	Software - Infrastructure	Retail Technology	Information Technology Services
Country	SG	US	ZA	US
Stage
Employee Count	307	29.95K		282.20K
Website	ivymobility.com	adobe.com	dotactiv.com	ibm.com
LinkedIn	ivyconnect	adobe	the-dotactiv-group	ibm
Founders

Metric
Market Cap	250.32B		163.36B
Enterprise Value
Monthly Web Traffic	402.45M	5.17K	25.94M
Web Traffic Growth	-0.08	-0.13	-0.02
Valuation
Raised Capital

Metric
Revenue	19.41B	61.86B
Revenue (LTM)
Revenue (NTM)
Gross Profit	17.05B	34.30B
EBITDA	7.77B	7.51B
Operating Income	6.65B	7.51B
Net Income	5.43B	7.50B
EPS	11.93	8.23
Diluted EPS	11.83	8.14
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	0.88	0.57
Operating Profit Margin	0.36	0.15
EBITDA Margin	0.40	0.12
Net Profit Margin	0.28	0.14
Return on Equity	0.35	0.36
Return on Assets	0.18	0.06
Return on Capital Employed	0.37	0.09

COM:IVYMOBILITY

Ivy Mobility

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	52.76	22.40
P/B Ratio	17.34	7.46
Revenue Multiple (LTM)
Revenue Multiple (NTM)
EBITDA Multiple (LTM)
EBITDA Multiple (NTM)
Price to Sales Ratio	12.55	3.48
EV Multiple	31.12	13.19

Metric
Days Sales Outstanding	41.82	42.56
Days Payables Outstanding	48.69	54.72
Days Inventory Outstanding		16.66
Operating Cycle	41.82	104.28
Cash Conversion Cycle	12.11	49.56
Asset Turnover	0.70	0.47

Metric
Operating Cash Flow	7.30B	13.93B
Free Cash Flow	6.94B	12.12B
Cash Flow to Debt	14.93	0.24
Operating Cash Flow/Sales	0.38	0.23
Free Cash Flow Yield	0.02	0.08

Metric
Cash & Equivalents	7.14B	13.09B
Accounts Receivable	-159M	725M
Inventory		1.16B
Goodwill	12.80B	60.18B
Debt to Capitalization	0.29	0.72
Debt to Assets	0.14	0.44
Current Ratio	1.34	0.96
Quick Ratio	1.22	1.06

Metric
Rule of 40 (LTM)
Rule of 40 (NTM)
Stock Comp to Revenue	0.09	0.01
R&D to Revenue	0.18	0.08
SG&A to Revenue	0.07	0.20