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Anyone seen actual financials? FTA: To monetize all that information, the website has a subscription model that two million people pay into at $12.95 to $34.95 a month, according to the company.

So (say) $20/month = $200/year * 2 million = $400M/year run rate. In rough terms the buyout happened at 3-4x revenue.

I'd say it's not too rich a valuation, and given my wild-ass guess above, my error bars are big; But the bottom line: not an insane number.

Kudos.




You sir are a fantastic estimator. The company is public, and their financials are available at:

http://finance.yahoo.com/q/is?s=ACOM+Income+Statement&an...

$400M is very close to the actual audited number for last year.

I have zero idea why the author failed to mention that is a bid to take an already public company private.


> The company is public

[slaps forehead] Thank you. I should have checked.

25x trailing earnings. I'd say: Sensible.


$162M operating expense? Is that normal?


$122M on marketing. They have big TV ad campaigns.

They spend $85 to acquire a subscriber.

see: http://ir.ancestry.com/secfiling.cfm?filingID=1193125-12-677...




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