Monday, September 17, 2007
BEA Systems, Inc. (NDAQ:BEAS) are trading up $0.54, or 4.27%, since news broke late Friday that billionaire financier Carl Icahn purchased an 8.53% stake in the company. The famous shareholder activist believes that a sale of the company is the best way to unlock value for shareholders, according to a Schedule 13D filing with the SEC.

"[We] believe that a strategic acquirer could utilize greater resources and market presence than the [company] to advantage the [company's] innovative technology and thereby profit from higher revenue growth and the elimination of duplicative costs," said Icahn. "[We] believe consolidation in the technology industry is leading to increased competition that may place independent software vendors at a competitive disadvantage."

Some people are questioning this move given the fact that BEAS hasn't fared all that bad. The company continues to see acceptable top and bottom line growth along with an average earnings surprise of 7.8%, which means it is beating analyst expectations in many cases. However, a look below the surface gives investors hints as to the real problems with the company.

BEAS currently trades at 33.81x earnings, which is somewhat overvalued given the industry and its historical EPS growth rates. This is particularly a problem given the fact that the company's strong recent revenue growth resulted in a low EPS growth rate, which suggested that competition may be on the rise. A problem like this can be solved in the short-term with cost cutting, but will definitely cut into profitability and cash flows in the future.

"In light of these beliefs, [we] believe that a sale of the [company] to a strategic acquirer will maximize the price of the shares," continued Icahn. "[We] intend to seek to meet with management of the [company] to discuss the potential for such a transaction, as well as the [company's] business and operations generally."

In the end, BEAS is certainly facing a problem when it comes to its valuation and future prospects. Whether or not Icahn will successfully force a sale of the company remains to be seen, but BEAS is definitely a stock to watch!

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