Dye & Durham Ltd
TSX:DND

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Dye & Durham Ltd
TSX:DND
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Price: 10.97 CAD 10.36% Market Closed
Market Cap: 734.7m CAD

Relative Value

The Relative Value of one DND stock under the Base Case scenario is 33.26 CAD. Compared to the current market price of 10.97 CAD, Dye & Durham Ltd is Undervalued by 67%.

Relative Value is the estimated value of a stock based on various valuation multiples like P/E and EV/EBIT ratios. It offers a quick snapshot of a stock's valuation in relation to its peers and historical norms.

DND Relative Value
Base Case
33.26 CAD
Undervaluation 67%
Relative Value
Price
Worst Case
Base Case
Best Case

Valuation Multiples

vs History
91
vs Industry
54
Median 3Y
2
Median 5Y
2.4
Industry
2.5
Forward
1.5
vs History
vs Industry
7
Median 3Y
-5.5
Median 5Y
-6.4
Industry
23.1
Forward
-15.5
vs History
91
vs Industry
58
Median 3Y
5.5
Median 5Y
6.9
Industry
17.4
vs History
64
vs Industry
47
Median 3Y
5.5
Median 5Y
5.5
Industry
21.6
vs History
53
vs Industry
47
Median 3Y
2
Median 5Y
2.3
Industry
3
vs History
88
vs Industry
27
Median 3Y
4.6
Median 5Y
5.1
Industry
2.5
Forward
4.1
vs History
88
vs Industry
41
Median 3Y
5.1
Median 5Y
5.7
Industry
5
vs History
93
vs Industry
42
Median 3Y
9.2
Median 5Y
10.5
Industry
12.7
Forward
8
vs History
88
vs Industry
23
Median 3Y
28
Median 5Y
30.7
Industry
16.4
Forward
15.6
vs History
77
vs Industry
37
Median 3Y
13
Median 5Y
14.6
Industry
15.9
vs History
79
vs Industry
31
Median 3Y
16.7
Median 5Y
17.8
Industry
19.1
vs History
93
vs Industry
68
Median 3Y
1.1
Median 5Y
1.2
Industry
2.5

Multiples Across Competitors

DND Competitors Multiples
Dye & Durham Ltd Competitors

Market Cap P/S P/E EV/EBITDA EV/EBIT
CA
Dye & Durham Ltd
TSX:DND
736.7m CAD 1.6 -4.8 7.4 20.4
DE
SAP SE
XETRA:SAP
304.7B EUR 8.7 53.1 28.7 32.9
US
Palantir Technologies Inc
NYSE:PLTR
326.3B USD 104.7 571.7 737 791.1
US
Salesforce Inc
NYSE:CRM
258.9B USD 6.7 41.7 22 31.6
US
Intuit Inc
NASDAQ:INTU
218.7B USD 12 63.1 39.9 46.8
US
NCR Corp
LSE:0K45
176.2B USD 51.2 191.1 550.6 3 927.5
US
Adobe Inc
NASDAQ:ADBE
160.6B USD 7.1 23.4 18.4 20.3
US
Applovin Corp
NASDAQ:APP
116.7B USD 22.7 60.8 42.7 50.2
US
Microstrategy Inc
NASDAQ:MSTR
105.3B USD 229.3 -19.7 -3 295.9 -1 706.4
US
Cadence Design Systems Inc
NASDAQ:CDNS
87.5B USD 17.9 80.9 51.2 58.4
US
Synopsys Inc
NASDAQ:SNPS
83.2B USD 13.4 38.5 50.4 60.8
P/S Multiple
Revenue Growth P/S to Growth
CA
Dye & Durham Ltd
TSX:DND
Average P/S: 43.2
1.6
6%
0.3
DE
SAP SE
XETRA:SAP
8.7
12%
0.7
US
Palantir Technologies Inc
NYSE:PLTR
104.7
33%
3.2
US
Salesforce Inc
NYSE:CRM
6.7
10%
0.7
US
Intuit Inc
NASDAQ:INTU
12
14%
0.9
US
N
NCR Corp
LSE:0K45
51.2
-8%
N/A
US
Adobe Inc
NASDAQ:ADBE
7.1
10%
0.7
US
Applovin Corp
NASDAQ:APP
22.7
22%
1
US
Microstrategy Inc
NASDAQ:MSTR
229.3
4%
57.3
US
Cadence Design Systems Inc
NASDAQ:CDNS
17.9
12%
1.5
US
Synopsys Inc
NASDAQ:SNPS
13.4
12%
1.1
P/E Multiple
Earnings Growth PEG
CA
Dye & Durham Ltd
TSX:DND
Average P/E: 124.9
Negative Multiple: -4.8
N/A N/A
DE
SAP SE
XETRA:SAP
53.1
50%
1.1
US
Palantir Technologies Inc
NYSE:PLTR
571.7
73%
7.8
US
Salesforce Inc
NYSE:CRM
41.7
31%
1.3
US
Intuit Inc
NASDAQ:INTU
63.1
36%
1.8
US
N
NCR Corp
LSE:0K45
191.1
-46%
N/A
US
Adobe Inc
NASDAQ:ADBE
23.4
27%
0.9
US
Applovin Corp
NASDAQ:APP
60.8
44%
1.4
US
Microstrategy Inc
NASDAQ:MSTR
Negative Multiple: -19.7 N/A N/A
US
Cadence Design Systems Inc
NASDAQ:CDNS
80.9
33%
2.5
US
Synopsys Inc
NASDAQ:SNPS
38.5
11%
3.5
EV/EBITDA Multiple
EBITDA Growth EV/EBITDA to Growth
CA
Dye & Durham Ltd
TSX:DND
Average EV/EBITDA: 154.8
7.4
9%
0.8
DE
SAP SE
XETRA:SAP
28.7
19%
1.5
US
Palantir Technologies Inc
NYSE:PLTR
737
109%
6.8
US
Salesforce Inc
NYSE:CRM
22
24%
0.9
US
Intuit Inc
NASDAQ:INTU
39.9
28%
1.4
US
N
NCR Corp
LSE:0K45
550.6
12%
45.9
US
Adobe Inc
NASDAQ:ADBE
18.4
17%
1.1
US
Applovin Corp
NASDAQ:APP
42.7
42%
1
US
Microstrategy Inc
NASDAQ:MSTR
Negative Multiple: -3 295.9 N/A N/A
US
Cadence Design Systems Inc
NASDAQ:CDNS
51.2
27%
1.9
US
Synopsys Inc
NASDAQ:SNPS
50.4
34%
1.5
EV/EBIT Multiple
EBIT Growth EV/EBIT to Growth
CA
Dye & Durham Ltd
TSX:DND
Average EV/EBIT: 504
20.4
31%
0.7
DE
SAP SE
XETRA:SAP
32.9
21%
1.6
US
Palantir Technologies Inc
NYSE:PLTR
791.1
110%
7.2
US
Salesforce Inc
NYSE:CRM
31.6
33%
1
US
Intuit Inc
NASDAQ:INTU
46.8
37%
1.3
US
N
NCR Corp
LSE:0K45
3 927.5
90%
43.6
US
Adobe Inc
NASDAQ:ADBE
20.3
20%
1
US
Applovin Corp
NASDAQ:APP
50.2
45%
1.1
US
Microstrategy Inc
NASDAQ:MSTR
Negative Multiple: -1 706.4 N/A N/A
US
Cadence Design Systems Inc
NASDAQ:CDNS
58.4
28%
2.1
US
Synopsys Inc
NASDAQ:SNPS
60.8
39%
1.6