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FTSE Factsheet FTSE COMPANY REPORT Share price analysis relative to sector and index performance dotDigital Group DOTD Software and Computer Services — GBP 1.938 at close 14 May 2021 Absolute Relative to FTSE UK All-Share Sector Relative to FTSE UK All-Share Index PERFORMANCE 14-May-2021 14-May-2021 14-May-2021 2 180 170 1D WTD MTD YTD Absolute -1.1 1.5 2.0 21.1 170 160 1.8 Rel.Sector -2.6 5.7 8.1 15.4 160 Rel.Market -2.3 2.8 1.3 10.9 150 1.6 150 140 VALUATION 140 1.4 130 130 Trailing Relative Price Relative Price Relative 120 1.2 120 PE 55.2 Absolute Price (local currency) (local Price Absolute 110 EV/EBITDA 30.6 110 1 PB 11.2 100 100 PCF 35.8 0.8 90 90 Div Yield 0.4 May-2020 Aug-2020 Nov-2020 Feb-2021 May-2021 May-2020 Aug-2020 Nov-2020 Feb-2021 May-2021 May-2020 Aug-2020 Nov-2020 Feb-2021 May-2021 Price/Sales 11.9 Absolute Price 4-wk mov.avg. 13-wk mov.avg. Relative Price 4-wk mov.avg. 13-wk mov.avg. Relative Price 4-wk mov.avg. 13-wk mov.avg. Net Debt/Equity 0.1 100 100 100 Div Payout 24.2 90 90 90 ROE 22.3 80 80 80 Share Index) Share Share Sector) Share - 70 - 70 70 DESCRIPTION 60 60 60 50 50 The Company principal activity is the provider 50 RSI RSI (Absolute) 40 40 software as a service("SaaS"•) and managed services to digital marketing professionals. 30 30 40 20 20 30 RSI (Relative to FTSE UKFTSE All to RSI (Relative RSI (Relative to FTSE UKFTSE All to RSI (Relative 10 10 20 May-2020 Aug-2020 Nov-2020 Feb-2021 May-2021 May-2020 Aug-2020 Nov-2020 Feb-2021 May-2021 May-2020 Aug-2020 Nov-2020 Feb-2021 May-2021 Past performance is no guarantee of future results. Please see the final page for important legal disclosures. 1 of 4 FTSE COMPANY REPORT: dotDigital Group 14 May 2021 Valuation Metrics Price to Earnings (PE) EV to EBITDA Price to Book (PB) 30-Apr-2021 30-Apr-2021 30-Apr-2021 60 35 12 55 11 30 50 10 45 +1SD +1SD +1SD 25 9 40 Avg Avg Avg 8 35 20 -1SD 30 -1SD 7 -1SD 25 15 6 May-2016 May-2017 May-2018 May-2019 May-2020 May-2016 May-2017 May-2018 May-2019 May-2020 May-2016 May-2017 May-2018 May-2019 May-2020 Aveva Group 120.0 Just Eat Takeaway.com 100.0 Auto Trader Group 25.0 Kainos Group 100.5 Kainos Group 69.4 Kainos Group 25.0 Future 64.0 Ascential 55.0 Softcat 25.0 NCC Group 62.0 Aveva Group 41.8 Bytes Technology Group 22.4 Softcat dotDigital Group 55.2 38.4 dotDigital Group 11.2 dotDigital Group 30.6 Micro Focus International -0.8 Ascential 3.7 Software and Computer Services 18.7 Funding Circle Holdings NCC Group -5.0 Sage Group 14.2 3.5 Kin and Carta -9.3 Moneysupermarket.com Group 13.7 Software and Computer Services 3.2 Ascential -10.3 Computacenter 10.6 Funding Circle Holdings 2.5 Software and Computer Services -26.0 Micro Focus International 5.5 Just Eat Takeaway.com 1.5 Just Eat Takeaway.com -84.9 Funding Circle Holdings 0.0 Micro Focus International 0.7 -100 -50 0 50 100 150 0 20 40 60 80 100 120 0 5 10 15 20 25 30 Price to Cash Flow (PCF) Dividend Yield % Price to Sales (PS) 30-Apr-2021 30-Apr-2021 30-Apr-2021 40 0.9 12 11 35 0.8 10 +1SD +1SD 30 0.7 9 +1SD Avg Avg 8 25 0.6 Avg -1SD -1SD 7 20 0.5 6 -1SD 15 0.4 5 May-2016 May-2017 May-2018 May-2019 May-2020 May-2016 May-2017 May-2018 May-2019 May-2020 May-2016 May-2017 May-2018 May-2019 May-2020 Aveva Group 80.0 Moneysupermarket.com Group 4.3 Auto Trader Group 14.9 Kainos Group 76.0 Sage Group 2.7 Aveva Group 12.0 Just Eat Takeaway.com 72.4 Avast 2.5 dotDigital Group 11.9 Softcat 59.5 Micro Focus International 2.2 Kainos Group 10.4 Computacenter dotDigital Group 35.8 1.9 Future 8.3 Software and Computer Services 1.1 Software and Computer Services 22.1 Software and Computer Services 3.4 dotDigital Group 0.4 Kin and Carta Bytes Technology Group 15.2 Future 0.1 3.2 Avast 14.8 Kin and Carta 0.0 NCC Group 2.9 Computacenter 13.2 Just Eat Takeaway.com 0.0 Kin and Carta 2.2 Micro Focus International 3.3 Funding Circle Holdings 0.0 Micro Focus International 0.7 Ascential -100.0 Ascential 0.0 Computacenter 0.6 -120 -100 -80 -60 -40 -20 0 20 40 60 80 100 0 0.5 1 1.5 2 2.5 3 3.5 4 4.5 5 0 2 4 6 8 10 12 14 16 Note: bar chart reflects the top and bottom five current values for the valuation ratio in question for FTSE All Shares stocks in the same sector as the stock concerned. All valuation metrics are trailing. 2 of 4 FTSE COMPANY REPORT: dotDigital Group 14 May 2021 Valuation Metrics Net Debt to Equity Dividend Payout (DP) Return on Equity (RoE) 30-Apr-2021 30-Apr-2021 30-Apr-2021 0.09 50 29 0.08 45 28 +1SD 0.07 27 40 0.06 +1SD 26 0.05 35 Avg 25 0.04 30 +1SD 24 0.03 Avg 25 0.02 23 -1SD 20 0.01 Avg 22 -1SD 0 15 21 May-2016 May-2017 May-2018 May-2019 May-2020 May-2016 May-2017 May-2018 May-2019 May-2020 May-2016 May-2017 May-2018 May-2019 May-2020 Funding Circle Holdings 2.4 NCC Group 100.0 Auto Trader Group 50.0 Auto Trader Group 2.3 Aveva Group 100.0 Softcat 50.0 Micro Focus International 1.5 Avast 97.1 Bytes Technology Group 50.0 Kin and Carta 1.3 Moneysupermarket.com Group 90.6 Kainos Group 34.6 Ascential 0.9 Softcat 69.1 Moneysupermarket.com Group 34.0 Software and Computer Services 0.5 dotDigital Group 24.2 dotDigital Group 22.3 dotDigital Group 0.1 Just Eat Takeaway.com 0.0 Just Eat Takeaway.com -3.1 Kainos Group 0.1 Funding Circle Holdings 0.0 Software and Computer Services -14.0 Just Eat Takeaway.com 0.1 Bytes Technology Group 0.0 Ascential -30.0 Aptitude Software Group 0.0 Ascential 0.0 Funding Circle Holdings -40.4 Aveva Group 0.0 Micro Focus International 0.0 Kin and Carta -43.7 Bytes Technology Group 0.0 Software and Computer Services 0.0 Micro Focus International -50.0 0 0.5 1 1.5 2 2.5 3 0 20 40 60 80 100 120 -60 -40 -20 0 20 40 60 ROE vs. PB — sector Du Pont Analysis 30 1.4 30 1.2 25 25 KNOS AUTOSCT BYIT 1 20 20 0.8 15 PB 15 0.6 10 DOTD 10 0.4 APTDFUTR 5 ALFA MONY 0.2 AVST 5 KCT AVV CCC SGE ASCLSoftware andNCC Com FCH 0 0 JET 2017 2018 2019 2020 2021 MCRO 0 0 10 20 30 40 50 60 Net Margin Asset Turnover Gearing ROE (rhs) ‖ ROE Note: bar chart reflects the top and bottom five current values for the valuation ratio in question for FTSE All Shares stocks in the same sector as the stock concerned. All valuation metrics are trailing. 3 of 4 FTSE COMPANY REPORT: dotDigital Group 14 May 2021 Brief description Brief description Price to Earnings Price to Earnings (PE) is price over earnings per share. Earnings are based on the latest Gearing Gearing is Total Assets divided by Common Equity. Total Assets and Common Equity are (PE) available fiscal year earnings. each averaged over two years, that is, t and (t-1). Price to Sales (PS) Price to Sales (PS) is price divided by sales per share. It is based on sales from continuing Asset Turnover Asset turnover is Sales divided by Total Assets. Total Assets is averaged over two years, operations for the fiscal year. that is, t and (t-1). Price to Book (PB) Price to Book (PB) is price at the indicated date divided by common equity per share. Dupont Breakdown Return on Equity (RoE) = Net Margin * Gearing * Asset Turnover Common/ordinary equity is generally as reported at the most recent fiscal year-end but is Analysis adjusted to exclude minority interest, preferred stock and selected items as appropriate. RoE vs PB Plot of RoE versus PB at last month end for all FTSE UK All Share stocks in the sector Price to Cash Flow Price to Cash Flow (PCF) is price at the indicated date divided by cash flow per share. relative to the stock in question. Data may be limited to the stock in question if there are (PCF) currently no stocks in the corresponding FTSE UK All Share sector. Net Debt Equity Net Debt Equity is Net Debt as a percentage of common equity. Not calculated if Absolute Absolute graphs reflect performance for the stock in question for up to 366 days adjusted denominator (common equity) is negative for intervening corporate actions.
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