Based on the aggregated intelligence of 180,000-plus investors participating in Motley Fool CAPS, the Fool's free investing community, online backup solutions specialist Carbonite
With that in mind, let's take a closer look at Carbonite's business and see what CAPS investors are saying about the stock right now.
Carbonite facts
Headquarters (founded) | Boston (2005) |
Market Cap | $233.8 million |
Industry | Internet software and services |
Trailing-12-Month Revenue | $66.2 million |
Management | Co-Founder/Chairman/CEO David Friend CFO Andrew Keenan |
Trailing-12-Month Return on Capital | (384.4%) |
Cash/Debt | $68.1 million / $0 |
Competitors |
Acronis NovaStor Symantec |
Sources: S&P Capital IQ and Motley Fool CAPS.
On CAPS, 47% of the 36 members who have rated Carbonite believe the stock will underperform the S&P 500 going forward.
A couple of weeks ago, one of those Fools, All-Star BlacknGold, touched on Carbonite's seemingly unsustainable valuation:
With a fair book value of $0.78 this company is greatly overvalued. The red ink continues to get darker each quarter and shareholders' equity stands at only $20 million as of 1Q12. Furthermore, their product is easily replicated (no moat or competitive advantage). Should be an easy red-thumb target.
If you want market-thumping returns, you need to protect your portfolio from any undue risk. We've found another tech play we are incredibly excited about -- excited enough to dub it "The Only Stock You Need to Profit from the NEW Technology Revolution." We have compiled a special free report for investors to uncover this stock today. The report is 100% free, but it won't be here forever, so click here to access it now.
Want to see how well (or not so well) the stocks in this series are performing? Follow the TrackPoisedTo CAPS account.