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  • IPO Preview: Zulily [View article]
    @crazyamerican - you will be fine.

    @Arrydey - From a fundamental standpoint you are correct, it is a massive valuation for a pre-profit company. That said, this may give you a picture of where it is heading

    Net Sales:
    2010: $18 million
    2011: $143 million
    2012: $331 million
    2013 (ytd): $438 million

    Active Customers:
    2010: 157k
    2011: 791k
    2012: 1.58 Million
    - Do you see a trend here?

    With unseasoned equities like this, you cannot apply your fathers fundamental analysis and have much predictive success.

    Remember, another eCommerce player you may be familiar with Amazon (AMZN): has a $168 Billion valuation - with trailing 12 month PE of 1,331.

    Regarding Zulily - the books were 10X oversubscribed, with a order book comprised of some very large funds and institutions ~ the stock is likely to pop significantly at open. Whether it will catch up to its valuation in the years to come will be a different story.
    Nov 15, 2013. 09:14 AM | Likes Like |Link to Comment
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