Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Happy Thanksgiving! I’ll be back next week with some broader thoughts, but for this week I’m just updating the charts / tables / graphs below.
Hi Jamin, do you where I could find a graph of the "EV/NTM Rev" multiple for a particular company? For example, I would like to see a graph of the "EV/NTM Rev" multiple for CRWD over the past 1-2 years. Its great that you provide each week the currentl multiple for each company but, but the option to generate a graph of the multiple for a particular company would allow a viewer to know if the multiple is 'high' or 'low' relative to historical multiples. Is this something that you can provide given that you have tracked the multiples for the top companies? I'm sure I'm not the only one that would be interested in such graphs. Thank you.