LinkedIn Corp’s (LNKD) Sales Navigator business has the opportunity to become larger than the company’s Marketing Solutions and Talent Solutions business lines, and LNKD is also growing EBITDA at a 60% CAGR from 2013 to 2016, cementing the company’s value for the long term, says Brian Pitz, Managing Director and Senior Research Analyst at Jefferies & Company, Inc.
“We like LinkedIn. It’s one of our favorite midcap and large-cap names. We’re not only positive on their advertising business — the Marketing Solutions business line and the Talent Solutions business — but think there is really upside opportunity longer term for the Sales Navigator business to continue to evolve and become arguably larger than the Talent Solutions business longer term,” Pitz said.
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The Sales Navigator business is a social selling solution that gives sales professionals the ability to find and create new opportunities while expanding their network, and this burgeoning business coupled with the company’s growth in EBITDA position LNKD well for the long term.
“We think the biggest pushback from investors centers around valuation, but remember, the company is growing EBITDA at a 60% CAGR from 2013 to 2016,” Pitz said.
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