Dye & Durham Limited

OTCPK:DYND.F Stock Report

Market Cap: US$861.1m

Dye & Durham Valuation

Is DYND.F undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

6/6

Valuation Score 6/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of DYND.F when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: DYND.F ($13.3) is trading below our estimate of fair value ($21.67)

Significantly Below Fair Value: DYND.F is trading below fair value by more than 20%.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for DYND.F?

Key metric: As DYND.F is unprofitable we use its Price-To-Sales Ratio for relative valuation analysis.

The above table shows the Price to Sales ratio for DYND.F. This is calculated by dividing DYND.F's market cap by their current revenue.
What is DYND.F's PS Ratio?
PS Ratio2.7x
SalesCA$457.54m
Market CapCA$1.20b

Price to Sales Ratio vs Peers

How does DYND.F's PS Ratio compare to its peers?

The above table shows the PS ratio for DYND.F vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average4.2x
RSKD Riskified
2.3x7.6%US$723.5m
DJCO Daily Journal
10.8xn/aUS$748.1m
DSP Viant Technology
1.1x11.2%US$1.1b
YEXT Yext
2.5x5.4%US$996.5m
DYND.F Dye & Durham
2.7x8.3%US$1.2b

Price-To-Sales vs Peers: DYND.F is good value based on its Price-To-Sales Ratio (2.7x) compared to the peer average (4.2x).

Price to Sales Ratio vs Industry

How does DYND.F's PS Ratio compare vs other companies in the US Software Industry?

81 CompaniesPrice / SalesEstimated GrowthMarket Cap
VYX NCR Voyix
0.6x-23.2%US$2.04b
PGY Pagaya Technologies
0.7x15.8%US$634.91m
XPER Xperi
0.8x1.8%US$378.82m
EGHT 8x8
0.5x1.1%US$351.48m
DYND.F 2.7xIndustry Avg. 5.1xNo. of Companies81PS048121620+
81 CompaniesEstimated GrowthMarket Cap
No more companies

Price-To-Sales vs Industry: DYND.F is good value based on its Price-To-Sales Ratio (2.7x) compared to the US Software industry average (5.1x).

Price to Sales Ratio vs Fair Ratio

What is DYND.F's PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

DYND.F PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio2.7x
Fair PS Ratio3.8x

Price-To-Sales vs Fair Ratio: DYND.F is good value based on its Price-To-Sales Ratio (2.7x) compared to the estimated Fair Price-To-Sales Ratio (3.8x).

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst DYND.F forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentUS$13.30
US$16.07
+20.9%
9.0%US$19.40US$14.37n/a7
Nov ’25US$14.02
US$16.45
+17.4%
10.0%US$20.15US$14.39n/a7
Oct ’25US$11.44
US$15.67
+37.0%
16.9%US$20.73US$12.58n/a6
Sep ’25US$10.19
US$15.38
+50.9%
12.6%US$18.24US$12.77n/a6
Aug ’25n/a
US$15.33
0%
12.6%US$18.18US$12.72n/a6
Jul ’25US$9.18
US$16.17
+76.1%
9.8%US$18.37US$13.23n/a6
Jun ’25US$8.95
US$16.17
+80.7%
9.8%US$18.37US$13.23n/a6
May ’25US$10.65
US$15.64
+46.9%
15.3%US$18.47US$11.82n/a6
Apr ’25US$12.03
US$15.64
+30.0%
15.3%US$18.47US$11.82n/a6
Mar ’25US$9.59
US$15.69
+63.6%
15.3%US$18.53US$11.86n/a6
Feb ’25US$9.65
US$17.68
+83.2%
22.9%US$22.34US$11.17n/a4
Jan ’25US$10.83
US$17.35
+60.2%
21.7%US$22.63US$11.31n/a6
Dec ’24US$10.15
US$15.45
+52.2%
28.1%US$21.63US$8.65n/a7
Nov ’24US$6.22
US$15.45
+148.6%
28.1%US$21.63US$8.65US$14.027
Oct ’24US$9.83
US$20.63
+109.9%
7.6%US$22.24US$18.53US$11.446
Sep ’24US$13.14
US$19.47
+48.1%
20.1%US$24.71US$11.98US$10.197
Aug ’24US$14.88
US$18.32
+23.1%
19.1%US$22.14US$11.81n/a6
Jul ’24US$13.37
US$18.32
+37.1%
19.1%US$22.14US$11.81US$9.186
Jun ’24US$11.43
US$18.32
+60.4%
19.1%US$22.14US$11.81US$8.956
May ’24US$11.27
US$19.27
+71.0%
4.3%US$20.67US$18.46US$10.655
Apr ’24US$13.32
US$18.31
+37.4%
16.0%US$20.99US$12.00US$12.036
Mar ’24US$13.92
US$18.31
+31.5%
16.0%US$20.99US$12.00US$9.596
Feb ’24US$16.07
US$16.87
+5.0%
18.6%US$20.91US$11.95US$9.656
Jan ’24US$11.14
US$17.95
+61.1%
13.8%US$21.03US$15.02US$10.835
Dec ’23n/a
US$17.95
0%
13.8%US$21.03US$15.02US$10.155
Nov ’23US$11.28
US$22.92
+103.2%
15.5%US$27.92US$16.90US$6.225

Analyst Forecast: Target price is more than 20% higher than the current share price and analysts are within a statistically confident range of agreement.

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