This week Demandware (DWRE) is offering a little over 3M shares in a follow-on offering after their IPO in early 2012. This deal falls into the "timing is everything" category with the shares up sharply following strong results in 2013. After a year trading around the mid-$20's the stock has vaulted to $63/share in the last several months. At the current price the market cap is $2B and represents nearly 25x sales.
Demandware is a hosted eCommerce platform that has positioned themselves as the "best of both worlds" in terms of offering retailers high levels of . . .