Category Archives: [ELLI] Ellie Mae

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[ELLI – Ellie Mae] Market Opportunity, Competitive Threats, and Profitability

Ellie Mae is one of the few SMID-cap SaaS vendors I track whose stock has lost value over the last year, its growth narrative clouded by waning growth in mortgage originations. During the first half of 2018, a common view espoused by housing-related companies was that refinancing volumes had pretty much nowhere left to go […]

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[ELLI – Ellie Mae] SaaS With Class…But Still Too Expensive

Several weeks ago, the stock of Ellie Mae, a SaaS that automates the grueling task of underwriting residential mortgages, got hammered when the company reported revenue weakness on lower than expected industry refinancing volumes and longer than expected ramp times for larger enterprise customers, prompting management to dramatically cut its full year revenue growth guidance […]

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