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?
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?