Valuation Trading Multiples & Precedent Transactions: Supply Chain Management Software Companies
Valuation benchmarks for Supply Chain Management Software Companies. Access public trading comps, EV/EBITDA acquisition multiples, and private market data for pitch books and valuation analysis.
1.1 - Supply Chain Management Software Companies Market Context & Valuation Drivers
Companies in this trading comparable group are public software providers offering cloud-based supply chain planning and execution platforms. They enable enterprises to optimize demand forecasting, inventory, transportation, warehousing, and omnichannel order fulfillment. These vendors are grouped as valuation comparables given shared subscription-led revenue models, enterprise go‑to‑market, mission‑critical workflows, integration into ERP/commerce stacks, and network data advantages that support durable growth, high gross margins, and strong retention.
Typical capabilities span transportation management and route optimization, warehouse management and labor orchestration, order management and omnichannel fulfillment, demand and inventory planning with concurrent scenarios, customs and trade compliance filing, EDI/B2B messaging networks, and real-time analytics and visibility. Platforms are multi-tenant SaaS with robust APIs and connectors to ERP, commerce, and carrier systems, supporting global trade workflows, automation, and exception management across complex supply networks.
Primary buyers include retailers and e-commerce brands, industrial manufacturers, and third-party logistics providers and suppliers. Valuation-relevant outcomes include ARR and subscription revenue growth, net revenue retention and churn, gross margin profile, and operating leverage. Customers seek reduced logistics costs, higher on-time delivery rates, improved inventory turns and cycle times, and better order accuracy, which drive platform stickiness, upsell potential, and transaction volume expansion.
2. Valuation Analysis: Public Trading Comps & Multiples for Supply Chain Management Software Companies companies
2.1 - Public Peer Groups & Median Valuation Multiples for Supply Chain Management Software Companies sector
Comparable group 1: Supply Chain Management Software Companies
Descartes Systems Group
- Enterprise value: $●●●m
- Market Cap: $●●●m
- EV/Revenue: ●.●x
- EV/EBITDA: ●●.●x
- Description: Provider of cloud-based logistics and supply chain management solutions for logistics-intensive businesses, enabling route optimization, shipment execution, transportation management, customs compliance, and e-commerce fulfilment.
- Key Products:
- Transportation Management: Suite that includes route optimization, shipment planning, and execution tools
- Customs Compliance: Tools for filing customs and security documents for global trade
- E-commerce Fulfilment: Cloud-based solutions for managing e-commerce shipments and fulfilment
- B2B Messaging and Connectivity: Platform for secure and efficient exchange of logistics data
- Mobile and Telematics: Solutions for tracking and monitoring delivery vehicles and resources.