Valuation Trading Multiples & Precedent Transactions: Banking Software and Financial Data Companies
Valuation benchmarks for Banking Software and Financial Data Companies. Access public trading comps, EV/EBITDA acquisition multiples, and private market data for pitch books and valuation analysis.
1.1 - Banking Software and Financial Data Companies Market Context & Valuation Drivers
Companies in this public trading comparables group provide software and data platforms to financial institutions and corporate issuers. Offerings span core banking, payments, lending origination, fund distribution, market data, credit ratings, and regulatory reporting. They are comparable for valuation because they monetize mission‑critical, compliance‑driven workflows via subscription, data licensing, and platform fees, exhibit sticky enterprise contracts, and serve similar end markets with scalable cloud delivery.
Typical capabilities include cloud core‑banking and digital banking suites, payments processing and connectivity, loan origination and onboarding with KYC/AML, fund distribution and transfer‑agency workflows, market and reference data feeds, portfolio and risk analytics, credit ratings and ESG datasets, regulatory disclosure and SEC reporting tools, secure virtual data rooms, and APIs and integrations that embed analytics and compliance into front‑, middle‑, and back‑office workflows across financial enterprises.
Primary customers include banks and credit unions, asset and wealth managers, investment firms, and public companies managing disclosures. Valuation benchmarks focus on ARR growth, net revenue retention, gross margins, and operating leverage from scalable data and SaaS models. Buyers seek improved compliance automation, faster credit decisions, expanded distribution, and reduced operating risk, driving high renewal rates and multi‑year contracts that support predictable cash flows and premium multiples.
2. Valuation Analysis: Public Trading Comps & Multiples for Banking Software and Financial Data Companies companies
2.1 - Public Peer Groups & Median Valuation Multiples for Banking Software and Financial Data Companies sector
Comparable group 1: Banking Software and Financial Data Companies
Servyou Software Group
- Enterprise value: $●●●m
- Market Cap: $●●●m
- EV/Revenue: ●.●x
- EV/EBITDA: ●●.●x
- Description: Provider of comprehensive financial and taxation software and services, specializing in tax system development, corporate finance management, and information services for tax authorities and enterprises
- Key Products:
- Tax System Development: Custom solutions for tax authorities to streamline tax management
- Corporate Finance Services: Integrated services for financial planning and management
- Financial Information Services: Comprehensive data solutions for businesses and tax professionals
- Tax Maintenance Services: Ongoing support for tax systems and compliance optimization
- Consulting Services: Expert advice on taxation, corporate finance, and regulatory compliance
Allfunds Group
- Enterprise value: $●●●m
- Market Cap: $●●●m
- EV/Revenue: ●.●x
- EV/EBITDA: ●●.●x
- Description: Provider of B2B WealthTech solutions offering a comprehensive ecosystem tailored for fund houses and distributors. Operates an open architecture platform for global wealth management, focusing on fund distribution, data analytics, ESG solutions, and blockchain technology for enhanced operational efficiency and compliance.
- Key Products:
- Fund Distribution & Platform Services: Comprehensive fund distribution solutions and platform management
- Data and Analytics Solutions: Advanced data processing and analytics services
- ESG Solutions: Environmental, social, and governance advisory and solutions
- Blockchain Solutions: Secure and transparent blockchain technology for funds
- ManCo Services: Management company services and investment solutions.