taxi, shorting Zitel last winter was "free money sure thing", don't run across those often. Here is a financial comparison of BROC, SEBL, and VNTV as a start on digging through the financials.
Data is listed in order of BROC, SEBL, VNTV
market cap per employee $0.2 million, $6.8 million, $2.4 million
price/book 1.9, 14.8, 12.5
Price/sales 1.3, 18.0, 6.2
Debt/Equity 0, 0, 1.4
Sequential Q profit increase per share .06, .05, .02
The above are all better for BROC. Of course the negative is that BROC revenues decreased while the others increased. I expect that to change this quarter.
The market cap per employee is particularly interesting. There is currently a shortage of software developers, trainers, and support staff and BROC has some top folks. At a market cap of only $200k per staff member, BROC would be worth acquiring by another growing company just for the staff and client relationships.
Only $20 million cap for 100+ tech staff with client base, positive cash flow, small profit, good R&D in progress, $5 million in cash. BROC is worth much more, about $100 million in my opinion. |
