Is Informatica a Great Growth Story?

DI is more often than not what you need earlier you can have business intelligence. All the big players in enterprise software offer a form of data integration to help sell their BI products, notably IBM , Oracle , and SAP .

They're as well areas in which Informatica is deemed a leader. In its most recent "Magic Quadrant" analysis of the sector, Gartner calls Informatica the overall DI brand leader, followed by IBM, at that time SAP, and at once Oracle.

For my own part, I've "owned" Informatica in Motley Fool CAPS for years, earning a four-bagger return on the strength of its historical DI business. You'd think I'd be tempted to sell now that the stock trades for more than 60 times revenues, nevertheless I'm not. Instead, with the use of cloud-computing applications rising rapidly, I envision a new wave of profit growth for Informatica.

Of course, Informatica isn't the only company poised to profit from cloud computing. Take a minute to watch this free video right now, and you'll walk away with a richer understanding of the cloud model and the possibility it offers to investors.