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Investing with Aria @QualityInvest5 on x 10.4K followers
Created: 2025-07-05 21:37:12 UTC
Procore Technologies ( $PCOR ) is a leader in construction management software, similar to Autodesk, and it looks like a solid opportunity.
– XX% gross margins – 7.7x forward EV/Sales – Strong moat from switching costs, mild network effects, and brand strength
The one concern? Revenue growth has slowed meaningfully, and management is guiding for further deceleration. Otherwise, it looks pretty compelling.
XXXXX engagements
Related Topics quarterly earnings autodesk investment $pcor