Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Update on Multiples When looking at median multiples we’re now below where we were pre-covid. The overall median multiple is 7% below pre-covid highs, 13% above where we were on Jan 1, 2020, and 8% below the previous peak in August 2019.
suggestion on the dot plot chart of fwd p/s vs rev growth rate. color the dots by gross margin profile quintile. It could help distinguish why certain companies trade at a premium multiple.
suggestion on the dot plot chart of fwd p/s vs rev growth rate. color the dots by gross margin profile quintile. It could help distinguish why certain companies trade at a premium multiple.