Coogan: 80% to 90% EBITDA margins still exist for certain creator categories
“Like those 80 to 90% EBITDA margins still exist for certain categories, certain.”
Mitchell Green: Tech buyout firms boost EBITDA margins from 5% to 40%
“If I was them, like, I know that all these companies, they drive EBITDA margins from five percent to 40%.”
AI roll-ups double cash flow and hit 30% EBITDA in one year
“So we're already seeing in many of the case studies that if you look at the first couple of companies they acquired, even if they've only grown revenue, 20%, if they've kept the cost basis flat using AI, but then bringing up people to kind of do 20% more tasks…”
Kanter: Auto parts startup's final EBITDA margin was 2.5x investor projections
“When I sold the business, I went back and I looked at those projections that I had sent them. And the actual EBITDA margin that I achieved, the actual real profit, not just a fake EBITDA margin, was two and a half times what I had shown to them at that time.”
Patel: PressBox operated at 20% to 25% EBITDA margins
“20 to 25%, roughly, was our EBITDA margin, if you want to call it that.”
Singlehurst: Baillie Gifford's median initial investment target has $200M revenue
“The median company in our portfolios is doing about two hundred million dollars in revenue, is still growing at about 70% year over year and is still very slightly loss making, -14% EBITDA margins”
Jain: Most rival innovation software companies have negative EBITDA margins
“Almost all of my competitors are venture-backed loss-making companies that are anywhere between -20% EBITDA margins to zero percent EBITDA margins.”
Isenberg: AI agent service businesses will reach 60% to 80% EBITDA margins
“Once you get to step three, the margins are going to three, four, or five X. Instead of making 20% EBITDA, you might be able to make 60% EBITDA, 80% EBITDA. And the reason why is because you're paying tokens and you're getting agents to do the work.”
Hamed: Top-tier CPG businesses earn 10% to 20% EBITDA margins
“And if you're really, really good as a CPG business, you're earning 10 to 20% EBITDA margins.”
Plantenga: Absolute free cash flow matters far more than EBITDA margin
“70% EBITDA margin says nothing. It's about the absolute amount of EBITDA or free cash flow. Like a business is valued on money. More money that comes freely out of it is better. Doesn't matter under which ratio that money comes out there. And we've been lookin…”
Ghare: VervoTech maintained an EBITDA margin around 30%
“We try to operate around 30%... It's a EBITDA.”
Lieberman: Well-run ski mountains achieve at least 30% EBITDA margins
“What they shared is that a well-run ski mountain has at least 30% profit or EBITDA margins, and also a well-run ski mountain will sell the majority of its tickets before the season ever starts.”
Rovello: Arkadium historically maintained 10% to 20% EBITDA margins
“We've always done somewhere between, I would say, 10 and 20% EBITDA margins.”
Rule of 40 SaaS businesses command 3.5x to 4x revenue multiples
“If the business's revenue growth plus its EBITDA margin for that year is at or If you're above 40%, so let's say it's growing up 35% year over year, and it's got five percent in EBITDA margin, then it's just at that threshold. Then it starts to command, yeah, …”