What Is Tableau’s Fundamental Value Based On 2015 Results? The answer should seem all the more important, given the 50% decrease in share price that followed the company’s recent earnings release. Consider the following points:
Tableau’s EV/EBITDA multiple is approximately 2.5 times the industry benchmark because Tableau’s growth has outpaced the business intelligence industry growth by a significant margin.
The global BI industry, according to IDC,  grew by less than 10% annually in the last few years.  Comparatively, Tableau’s revenues expanded at a CAGR of a massive 80% from 2011 to 2015.
Tableau’s revenues are estimated to grow at a CAGR of 20% through 2020, which is double the expected industry growth rate. 
Historically, Tableau has traded at an EV/EBITDA multiple of over 50x. Its current market valuation is in a trough following the weak 2015 fourth quarter results.

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