Sprout Social, Inc. (SPT)

Sprout Social, Inc. (SPT) — VMCI valuation read

Headline read on SPT: VMCI of 50/100 versus a Technology sector median of 50. The 0-point below-median position is what makes Sprout Social, Inc. a relative-value laggard in the mid-cap cohort, before any pillar-level review.

Form 4 filings on SPT: zero in the trailing 30 days. The absence of insider transactions is itself a data point, just a low-information one. The thesis runs on financials and price action until that changes.

**Investor frame.** Three reads on SPT: value (SPT trades at 25.0x earnings, 39% above the Technology median of 18.0x), quality (ROIC of 15.0% sits 5.0pp above the Technology median (10.0%)), and risk (net debt to EBITDA of 1.9x is the rate-sensitivity line to watch). The value read also implies an EV/EBITDA gap of +4.0x against the Technology 12.0x baseline.

SPT fell 2.1% over the trailing 7 days, with a -14.2% read on a 30-day basis.