Information Technology

Internet and IT Services

Our IT and Internet group is focused on businesses with proprietary information assets, outsourcing solutions, analytical applications and related service offerings that support corporate efforts to acquire new customers, interact more profitably with existing customers and mitigate risk.

The end-markets for the companies we follow include:

  • Unique information assets
  • Data management technology/services
  • Analytical software/services
  • Market research solutions
Analysts:
Carter Malloy: Bio
 Associates:
Korosh Saba: Bio
Ben Hearnsberger: Bio

Companies

Acxiom CorporationAlliance Data SystemsAltisource Portfolio Solutions
Bankrate, Inc.CoreLogicD&B
Equifax Inc.Experian plcFICO
Harte-HanksLender Processing Services, Inc.NIC Inc.
QuinStreet, Inc.Responsys, Inc.Support.com
ValueClick, Inc.
Digital Marketing Valuation Table (02/06/2012)
IT Services Valuation Table (02/06/2012)
IT Services Valuation Table (01/30/2012)
Digital Marketing Valuation Table (01/30/2012)
IT Services Valuation Table (01/23/2012)
Digital Marketing Valuation Table (01/23/2012)
Digital Marketing Valuation Table (01/17/2012)
IT Services Valuation Table (01/17/2012)
Mortgage Technology & Title Insurance Field Trip (01/12/2012)
IT Services Valuation Table (01/09/2012)
Digital Marketing Valuation Table (01/09/2012)
Mortgage Technology & Title Insurance Field Trip (01/05/2012)
IT Services Valuation Table (01/03/2012)
Digital Marketing Valuation Table (01/03/2012)
IT Services Valuation Table (12/27/2011)
Digital Marketing Valuation Table (12/27/2011)
IT Services Valuation Table (12/19/2011)
Digital Marketing Valuation Table (12/19/2011)
IT Services Valuation Table (12/12/2011)
Digital Marketing Valuation Table (12/12/2011)
IT Services Valuation Table (12/05/2011)
Digital Marketing Valuation Table (12/05/2011)
IT Services Valuation Table (11/28/2011)
Digital Marketing Valuation Table (11/28/2011)
IT Services Valuation Table (11/21/2011)
Digital Marketing Valuation Table (11/21/2011)
IT Services Valuation Table (11/14/2011)
Digital Marketing Valuation Table (11/14/2011)
Digital Marketing Valuation Table (11/07/2011)
IT Services Valuation Table (11/07/2011)
IT Services Valuation Table (10/31/2011)
Digital Marketing Valuation Table (10/31/2011)
Digital Marketing Valuation Table (10/24/2011)
IT Services Valuation Table (10/24/2011)
IT Services Valuation Table (10/17/2011)
Digital Marketing Valuation Table (10/17/2011)
IT Services Valuation Table (10/10/2011)
Digital Marketing Valuation Table (10/10/2011)
Digital Marketing Valuation Table (10/03/2011)
IT Services Valuation Table (10/03/2011)
IT Services Valuation Table (09/26/2011)
Digital Marketing Valuation Table (09/26/2011)
IT Services Valuation Table (09/19/2011)
Digital Marketing Valuation Table (09/19/2011)
IT Services Valuation Table (09/12/2011)
Digital Marketing Valuation Table (09/12/2011)
IT Services Valuation Table (09/07/2011)
Digital Marketing Valuation Table (09/07/2011)
IT Services Field Trip Recap (09/02/2011)
IT Services Valuation Table (08/29/2011)
Digital Marketing Valuation Table (08/29/2011)
IT Services Valuation Table (08/22/2011)
Digital Marketing Valutation Table (08/22/2011)
Digital Markeitng Valuation Table (08/15/2011)
IT Services Valuation Table (08/15/2011)
Digital Marketing Valuation Table (08/08/2011)
IT Services Valuation Table (08/08/2011)
IT Services Valuation Table (08/02/2011)
Digital Marketing Valuation Table (08/01/2011)
Digital Marketing Valuation Table (07/25/2011)
IT Services Valuation Table (07/25/2011)
Digital Marketing Valuation Table (07/18/2011)
IT Services Valuation Table (07/18/2011)
IT Services Valuation Table (07/11/2011)
Digital Marketing Valuation Table (07/11/2011)
IT Services Valuation Table (07/05/2011)
Digital Marketing Valuation Table (07/05/2011)
IT Services & Digital Marketing Field Trip (06/30/2011)
IT Services Valuation Table (06/27/2011)
Digital Marketing Valuation Table (06/27/2011)
Digital Marketing Valuation Table (06/20/2011)
IT Services Valuaion Table (06/20/2011)
IT Services Valuation Table (06/13/2011)
Digital Marketing Valuation Table (06/13/2011)
Digital Marketing Valuation Table (06/06/2011)
IT Services Valuation Table (06/06/2011)
Digital Marketing Valuation Table (05/31/2011)
IT Services Valuation Table (05/31/2011)
IT Services Valuation Table (05/16/2011)
Digital Marketing Valuation Table (05/16/2011)
Sheila Says What? FDIC Suing LPS and CLGX; Looks Out of Line (05/11/2011)
Digital Marketing Valuation Table (05/09/2011)
IT Services Valuation Table (05/09/2011)
Digital Marketing Valuation Table (05/02/2011)
IT Services Valuation Table (05/02/2011)
IT Services Valuation Table (04/25/2011)
Digital Marketing Valuation Table (04/25/2011)
IT Services Valuation Table (04/18/2011)
Digital Marketing Valuation Table (04/18/2011)
Digital Marketing Valuation Table (04/11/2011)
IT Services Valuation Table (04/11/2011)
Digital Marketing Valuation Table (04/04/2011)
IT Services Valuation Table (04/04/2011)
IT Services Valuation Table (03/28/2011)
Digital Marketing Valuation Table (03/28/2011)
Digital Marketing Valuation Table (03/21/2011)
IT Services Valuation Table (03/21/2011)
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IT Services Valuation Table (02/28/2011)
Digital Marketing Valuation Table (02/28/2011)
IT Services Valuation Table (02/22/2011)
Digital Marketing Valuation Table (02/22/2011)
Valuation Table (02/14/2011)
Digital Marketing Valuation Table (02/14/2011)
Digital Marketing Valuation Table (02/07/2011)
IT Services Valuation Table (02/07/2011)
Digital Marketing Valuation Table (01/31/2011)
IT Services Valuation Table (01/31/2011)
IT Services Valuation Table (01/24/2011)
Digital Marketing Valuation Table (01/24/2011)
Mortgage Technology & Title Insurance Field Trip (01/20/2011)
Digital Marketing Valuation Table (01/18/2011)
IT Services Valuation Table (01/18/2011)
IT Services Valuation Table (01/10/2011)
Digital Marketing Valuation Table (01/10/2011)
Digital Marketing Valuation Table (01/03/2011)
IT Services Valuation Table (01/03/2011)
IT Services Valuation Table (12/27/2010)
Digital Marketing Valuation Table (12/27/2010)
IT Services Valuation Table (12/20/2010)
Digital Marketing Valuation Table (12/20/2010)
IT Services Valuation Table (12/13/2010)
Digital Marketing Valuation Table (12/13/2010)
Digital Marketing Valuation Table (12/06/2010)
IT Services Valuation Table (12/06/2010)
Digital Marketing Valuation Table (11/29/2010)
IT Services Valuation Table (11/29/2010)
Digital Marketing Valuation Table (11/22/2010)
IT Services Valuation Table (11/22/2010)
IT Services Valuation Table (11/15/2010)
Digital Marketing Valuation Table (11/15/2010)
Digital Marketing Valuation Table (11/08/2010)
IT Services Valuation Table (11/08/2010)
IT Services Valuation Table (11/01/2010)
Digital Marketing Valuation Table (11/01/2010)
IT Services Valuation Table (10/25/2010)
Digital Marketing Valuation Table (10/25/2010)
Digital Marketing Valuation Table (10/18/2010)
IT Services Valuation Table (10/18/2010)
Digital Marketing Valuation Table (10/11/2010)
IT Services Valuation Table (10/11/2010)
Digital Marketing Valuation Table (10/04/2010)
IT Services Valuation Table (10/04/2010)
Digital Marketing Valuation Table (09/13/2010)
IT Services Valuation Table (09/13/2010)
Digital Marketing Valuation Table (09/07/2010)
Valuation Table (09/07/2010)
New Fannie Reviews/Fines Likely to Drive Business for LPS and CLGX (09/02/2010)
IT Services Valuation Table (08/30/2010)
Digital Marketing Valuation Table (08/30/2010)
An In-Depth Look at Foreclosures and the Housing Supply Problem (08/23/2010)
Digital Marketing Valuation Table (08/23/2010)
IT Services Valuation Table (08/23/2010)
Digital Marketing Valuation Table (08/09/2010)
IT Services Valuation Table (08/09/2010)
Digital Marketing Valuation Table (08/02/2010)
IT Services Valuation Table (08/02/2010)
Digital Marketing Valuation Table (07/26/2010)
IT Services Valuation Table (07/26/2010)
Valuation Table (07/19/2010)
Valuation Table (07/19/2010)
IT Services Valuation Table (07/06/2010)
Digital Marketing Valuation Table (07/06/2010)
Digital Marketing Valuation Table (06/28/2010)
Digital Marketing Valuation Table (06/21/2010)
IT Services Valuation Table (06/21/2010)
IT Services Field Trip (06/21/2010)
IT Services Valuation Table (06/14/2010)
Digital Marketing Valuation Table (06/14/2010)
Upgrading EXPN and EFX to Overweight; Valuations Very Attractive Here (06/10/2010)
Digital Marketing Valuation Table (06/07/2010)
IT Services Valuation Table (06/07/2010)
Digital Marketing Valuation Table (06/01/2010)
IT Services Valuation Table (05/03/2010)
Digital Marketing Valuation Table (05/03/2010)
Digital Marketing Valuation Table (04/26/2010)
IT Services Valuation Table (04/26/2010)
IT Services Valuation Table (04/19/2010)
Digital Marketing Valuation Table (04/19/2010)
IT Services Valuation Table (04/12/2010)
Digital Marketing Valuation Table (04/12/2010)
IT Services Valuation Table (04/05/2010)
Digital Marketing Valuation Table (04/05/2010)
IT Services Valuation Table (03/29/2010)
Digital Marketing Valuation Table (03/29/2010)
Digital Marketing Valuation Table (03/22/2010)
IT Services Valuation Table (03/22/2010)
Digital Marketing Valuation Table (03/08/2010)
IT Services Valuation Table (03/08/2010)
Digital Marketing Valuation Table (03/01/2010)
IT Services Valuation Table (03/01/2010)
Digital Marketing Valuation Table (02/22/2010)
IT Services Valuation Table (02/22/2010)
IT Services Valuation Table (02/16/2010)
Digital Marketing Valuation Table (02/16/2010)
Digital Marketing Valuation Table (02/08/2010)
IT Services Valuation Table (02/08/2010)
Digital Marketing Valuation Table (02/01/2010)
IT Services Valuation Table (02/01/2010)
Digital Marketing Valuation Table (01/19/2010)
IT Services Valuation Table (01/19/2010)
Digital Marketing Valuation Table (01/11/2010)
IT Services Valuation Table (01/11/2010)
Digital Marketing Valuation Table (01/04/2010)
IT Services Valuation Table (01/04/2010)