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AnalytixInsight Inc V.ALY

Alternate Symbol(s):  ATIXF

AnalytixInsight Inc. is a Canada-based data analytics and enterprise software solutions provider to institutions across various industries. The Company develops and markets cloud-based platforms providing financial content, stock trading, and research solutions for banks, brokers, and investors in the financial services industry. It provides financial research and content for investors, information providers, finance portals and media through its online portal www.capitalcube.com and through its institutional partner Connect platform (collectively referred to as the data services and artificial intelligence business segment). The Company holds a 49% interest in MarketWall S.R.L. (MarketWall), a developer of fintech solutions for financial institutions in Italy. As part of its business-to-consumer (B2C) offering, MarketWall has deployed InvestoPro (InvestoPro), a European online digital trading platform which allows retail investors to trade stocks, bonds, and derivatives.


TSXV:ALY - Post by User

Bullboard Posts
Post by fivenineron Oct 14, 2020 9:41am
314 Views
Post# 31713168

MarketWall valuation via Wealthsimple valuation

MarketWall valuation via Wealthsimple valuationAnother data point hasa come in for the MarketWall valuaiton.

WealthSimple is a Power Corp company
Launched in March 2019.
- 100,000 clients
- 4.3B in assets under management
As of June..
- 500,000 clients
- 8.4B assets under management

Latest financing puts Wealthsimple at $1.4 billion.
Link to WealthSimple valuation

MarketWall
5.5 million Intesa Sanpaolo customers use the app.
50% of purchases in financial markets go through the app.
That means 2,750,000 customers using the app for financial market transactions.
(I know that purchases does not necessarily mean users but for the sake of arguement...)
Wealthsimple also has a bunch of other functionality btw - users without transactions.

MarketWall has ~5 times the number of clients that Wealthsimple has.
That would value MarketWall (with its current number of clients) at $7 billion based on # of clients.
ALY holds 49% of MarketWall. That would put ALY at $3.5 billion.
Seems too good to be true? Let's cut it in half to be conservative... $1.75 billion.
$1.75 billion divided by outstanding shares (78 million) = $22.
Go ahead, cut it in half again if you wish... $11.

Based on valuation of Wealthsimple using the number of clients... ALY is looking good.


Bullboard Posts