Every week I’ll provide updates on the latest trends in SaaS valuations, earnings announcements, and highlight any significant news. Follow along to stay up to date! Highlight of the Week - Morgan Stanley Q1 CIO Survey Morgan Stanley released their quarterly CIO survey yesterday, and it was another reminder for just how robust software markets will continue to be in the near and long term. A couple call outs from the report (I’m quoting):
Thx for the great posts. It is not clear to me how you calculate: "Growth Adjusted EV / NTM Rev." If i understand you correct Salesforce looks to have a better ratio (lower EV/NTM relative to grgowth) that Atlassian ?
Thx for the great posts. It is not clear to me how you calculate: "Growth Adjusted EV / NTM Rev." If i understand you correct Salesforce looks to have a better ratio (lower EV/NTM relative to grgowth) that Atlassian ?