The Ledger
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Jason Lemkin: Public software multiples jump sharply above 20% and 30% growth
“If you're growing less than 20% of a cherry pick basket, 5.1 X AR, Wix is lower. It's not in my basket. 20 to 30, 11.8 X AR. And then the 30% plus, which is Rubrik, Palantir and Figma, average 23.7 X AR, but Palantir and Rubrik push that up.”
Lemkin: Only two SaaS companies have gone public since late 2021
“I'm concerned that we've only had two SaaS-ish IPOs since twenty-twenty-one. We've only had two since HashiCorp was the last one of the bubble of December of twenty-twenty-one, right? Just got bought for IBM. If only had two, we've only had Klaviyo and Rubrik.”