Tag Archives: ELLI


[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 […]