Companies/Consumer AI/PRIV-GRAM

PRIV-GRAM

Grammarly

PrivateWatchlist Only

Consumer AI applications·US·San Francisco, CA

Business overview

AI productivity upside AI disruption risk

Writing assistance acquired Coda in 2024; pivoting to broader productivity stack.

Established writing AI distribution with new enterprise GTM; LLM commoditization is the risk.

Products

Grammarly
Coda

Customers (2)

Consumers
Enterprises

Competitors (2)

Composite score

Higher = stronger overall research case

Fundamental57

Technical50

Valuation60

AI relevance40

Risk-adjusted (higher = safer)41

Segment-relative fundamental percentile: 63

Financial summary

Curated, illustrative

Revenue

$350.00M

Growth (YoY)

30.0%

Gross margin

70.0%

Operating margin

5.0%

FCF

$17.50M

Capex

$7.00M

Net cash / (debt)

$0.00

ROIC

-5.0%

Customer conc.

Medium

Valuation

Market cap

$8.00B

Enterprise value

$8.00B

P/E (TTM)

—

Forward P/E

—

EV / Sales

—

EV / EBITDA

—

P / FCF

—

PEG

—

Rule of 40

—

Risks

Severity 1 (low) to 5 (severe)

4
LLM commoditization of writing tools

Score components

What drove the composite

Growth85

Profitability35

Cash generation37

Balance sheet78

Moat / AI relevance48

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

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