Bright Machines SPAC slide image

Bright Machines SPAC

EV / Revenue (CY 2022E) EV / EBITDA (CY 2022E) Valuation Metrics Overview Automation Technology (3) 13.58 (3) 2022E 2025E jybug a 1.5x Bright Machines. (3) NM 2022E 2025E 8.4x Source: tal (2) (al (41 11.1X 30.7x COGNEX 16.7x 29.9x KEYENCE 5.3x 21.4X > Trimble Peer average: 8.9x Peer median: 6.9x 6.9x Peer average: 24.1X Peer median: 21.4X 18.6x 4-3X HEXAGON 39.7x RA Rockwell Automation Software 7.1X 24.0x AVEVA (5) 11.8x 30.6x A AUTODESK Company management, public filings and FactSet as of s/13/1 Multiples based on CY 2025E revenue and EBITDA estimates for Category Creators and Recent De-SPACS. 8.2x Peer average: 10.6x Peer median: 11.8x ptc 24.5% 13,2x Peer average: 28.8x Peer median: 24.8x 40.0x 12.8x 3 Bentley 24.8x @aspentech Category Creators(1) 4.8x 2025E 25/0x Desktop Metal multiples reflect current enterprise value and broker consensus estimates. Berkshire Gray and Markforged enterprise values reflect cument SPAC share price applied to pro forma capital structure reported in 5-filings, and operating metrics reflect company-forecasted estimates publicly disclosed in 5-4 filings Bright Machines' valuation reflects post-money enterprise value and excludes potential impact of existing shareholder earnout structure. "NM" denotes not meaningful due to negative metrics AVEVA metrics not pro forma adjusted for March 2021 Osloft acquisition. Peer average: 3.2x Peer median: 2.7x 2025E TESLA Peer average: 16.2x Peer median: 13.4X 10.00 2025E Uber 13.4% Recent De-SPACs(¹₂) PELOTON 2.9x 3025E 11.2X 2025E 2025E 2025E 2025E 2025E 2025E Peer average: 2.6 Peer median: 2.4x DI 2025€ 2025E Peer average: 10.2x Peer median: 9.8x 9.Bx BERKSHIRE KUMO 9-7X 23 Markforged 2021 Bright Machines, Inc. 41
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