NET REVENUE RETENTION VS GROSS REVENUE RETENTION US Equity Intelligence Report: Premium Institutional Research

Prepared by Dr. Anna Kowalski, CFA, Director of US Markets | Reviewed by Marcus Thorne, Lead Editor | Report ID: IGEMINI-32CB92EB-20260531 | Data as of 2026-05-31

Executive Summary: Our multi-factor model assigns net revenue retention vs gross revenue retention a Bullish outlook for the next quarter. Key drivers include a P/E of 37.83x, 44.5% revenue expansion, and an RSI of 43 suggesting a neutral-bullish phase. We define critical support at $511.2 and resistance at $624.8.

Rating: Accumulate | Target Price: $647.52 | Next Earnings: Jun 28

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Technical Assessment

RSI at 43 indicates a overbought state. Historical backtests suggest a +6.4% move within 10 sessions.

Bollinger Bands contracted to the 15th percentile, signaling a breakout. A close above $653.2 would be bullish.

MACD printed a Neutral as the 50-day SMA turned positive 6 days ago.

Fundamental Assessment

With a market cap of $20.03B, net revenue retention vs gross revenue retention operates in Real Estate. P/E of 37.83x is backed by 44.5% growth.

EPS of $15.01 reveals resilient earnings quality. DuPont analysis highlights asset turnover as the key ROE driver.

Sentiment & Flow Assessment

Options skew is toward put at the 516.88 strike, positioning for a directional move.

Short float at 3.6% is below the sector average, reducing squeeze risk. Institutional ownership is 78%.

Data Snapshot

MetricValueSector Avg
Last Price$568$539.6
Market Cap$20.03B$20.03B
P/E Ratio37.83x32.2x
EPS (TTM)$15.01$13.51
Dividend Yield4.27%3%
Revenue Growth44.5%26.7%
Target Price$647.52-
Beta1.131.00

Conclusion & Rating

Based on converging technical and fundamental signals, we rate net revenue retention vs gross revenue retention as **Accumulate** with a 11-month target of $647.52. A stop-loss at $522.56 is advised. The next earnings report on Jun 28 could serve as a catalyst.

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