Supply Chain, eCommerce & ERP Software: 1H ’21 Market Update

Public SCM & ERP software companies are still enjoying high valuations after a run up during the pandemic. Pandemic-driven dynamics are accelerating previous high-growth trends in transportation and eCommerce and driving more investment and M&A deals. The sector is still trading at a revenue multiple nearly twice the 10-year average. Public valuations are also driving broad sector interest by acquirers and earlier-stage investors. Sector interest is also spilling over into older supply chain platforms as consolidation wave continues