Manufacturing. Accelerated. slide image

Manufacturing. Accelerated.

Select peers valuation benchmarking EV / CY'21E Revenue Advanced manufacturing Tech-enabled industrials AM average CY'21E: 7.7x 12.9x EV / CY'21E EBITDA (3) 3.1x (1) 1.9x (1) 2024E 2025E 13.7x (1) 6.8x (1) 7.9x 7.4x AM average CY'21E: 44.6x 59.2x 5.7x 5.2x ויוי 6.8x 6.9x 14.8x TE average CY'21E: 9.4x 13.5x 37.6x 35.4x 30.1x 30.0x 21.8x 44.4x Legacy AM LAM average CY'21E: 1.1x Overall average CY'21E(2): 9.0x 1.3x 0.9x TE average CY'21E: 30.0x LAM average CY'21E: 11.1x Overall average CY'21E (2): 33.3x 23.2x 17.8x 12.0x 10.1x UNIVERSAL DISPLAY CORPORATION™ PROTOLABS A AUTODESK AXON Manufacturing. Accelerated. ✓ ptc COGNEX RENISHAW AMETEK® stratasys 3D SYSTEMS 2024E 2025E D Desktop Metal materialise innovators you can count on Enterprise value based on 1.9x 2025E revenue. 1. 2. Overall average excludes Legacy AM players. 3. D Desktop Metal Presented financial data not inclusive of estimated public company-related costs of approximately $6M per year. 4. Source: Desktop Metal projections based on management estimates; peer projections based on company filings and FactSet as of August 25, 2020. 5. Peers are ordered in descending CY`19A — CY`21E revenue CAGR. 35
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