What Investors Expect of Didi and Dropbox in 2017

Chinese ride-hailing giant Didi Chuxing had a big year, vanquishing Uber in China. In the wake of that deal, one of Didi’s mutual fund investors raised its expectation for Didi’s revenue growth rate to more than 150% next year, from 99%, securities filings suggest.

Meanwhile, mutual funds have pushed back the date they expect some companies, such as Dropbox and Domo, to go public or be sold, filings show. Those changes likely reflect how a slow IPO market this year reset the clock.

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Palantir: We have previously written plenty on Palantir’s valuations and revenue expectations from investors. A fund managed by Allianz expects more than $1 billion in revenues in 2017, filings suggest, which is more or less in line with what other funds have indicated previously.

Daniel Prol commented on this article.
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More companies are being valued on a multiple of future earnings instead of revenues, reflecting the maturation of some companies.