Companies/Enterprise AI/PRIV-CANV

PRIV-CANV

Canva

PrivateWatchlist Only

Enterprise AI applications·Australia·Sydney

Business overview

AI productivity upside

Visual design platform with strong AI feature set (Magic Studio).

Pre-IPO design platform with massive distribution; Adobe's biggest competitive threat in design.

Products

Canva Design Suite
Magic Studio

Customers (3)

Consumers
SMBs
Enterprises

Competitors (2)

Composite score

Higher = stronger overall research case

Fundamental69

Technical50

Valuation60

AI relevance60

Risk-adjusted (higher = safer)57

Segment-relative fundamental percentile: 64

Financial summary

Curated, illustrative

Revenue

$2.50B

Growth (YoY)

40.0%

Gross margin

80.0%

Operating margin

15.0%

FCF

$450.00M

Capex

$50.00M

Net cash / (debt)

$0.00

ROIC

5.0%

Customer conc.

Medium

Valuation

Market cap

$35.00B

Enterprise value

$35.00B

P/E (TTM)

—

Forward P/E

—

EV / Sales

—

EV / EBITDA

—

P / FCF

—

PEG

—

Rule of 40

—

Risks

Severity 1 (low) to 5 (severe)

3
Adobe competition

Score components

What drove the composite

Growth94

Profitability53

Cash generation68

Balance sheet78

Moat / AI relevance62

Capital intensity (higher = lighter)80

Customer diversification60

Valuation discipline (dilution)42

Trend (MA50/MA200)50

Momentum (3/6/12m)50

Relative strength50

Realized vol (higher = lower vol)50

Segment peers

Other companies in Enterprise AI

SIEGY54

Siemens AG (incl. Siemens EDA)