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! High Level Update on Multiples This week was another nice bounce back for cloud software businesses. The median multiple rebounded ~4% from last week, with high-growth software climbing ~6%.
Thanks a bunch for the detailed analysis. I am trying to replicate Rule of 40 analysis myself but I am having some challenges. In my calculations for example, I am getting 31% revenue growth for Unity (U) compared to 43% that's in your model. I am pretty sure I messed up somewhere but can you help me breakdown the components of the NTM Rev Growth %?
Also, can you please advise how you pick which comps needs to be in your model? Do you filter by market cap? or any other metric?
Clouded Judgement 5.28.21
Hi Jamin,
Thanks a bunch for the detailed analysis. I am trying to replicate Rule of 40 analysis myself but I am having some challenges. In my calculations for example, I am getting 31% revenue growth for Unity (U) compared to 43% that's in your model. I am pretty sure I messed up somewhere but can you help me breakdown the components of the NTM Rev Growth %?
Also, can you please advise how you pick which comps needs to be in your model? Do you filter by market cap? or any other metric?
Thanks a lot!!
Thanks as always! QQ- are you going to analyse ZIP ipo?