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Public Software Markets

topic on 3 shows · 3 statements across 3 episodes

BG2 Pod the MAD Podcast 20VC

3 statements about Public Software Markets, every show

MAD Assertion Supported
Top 10 public SaaS companies trade at 14-15x revenue multiples
“The top 10 names in the public markets are somewhere in the 14 to 15 X range. And that's just the top 10 companies in the world today on the software side, but the actual median is closer to five to six X. In the past it's closer to 10 X.”
Aman Kabeer Nov 8, 2024 ▶ 13:40 Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
BG2 Assertion Supported
Gerstner: Public markets value revenue growth at 3x free cash flow margin
“I asked my team to actually plot the regression on this now, just so I could see what today are we valuing the most. And that's this next chart, which basically shows growth is being valued at about three times, right, in the rule of 40 calculation. You know, …”
Brad Gerstner Feb 8, 2024 ▶ 18:45 BG2 with Bill Gurley, Brad Gerstner & Aaron Levie | Software Valuations, Earnings, Immigration | E02 · Bg2 Pod
20VC Assertion Supported
Deven Parekh: SaaS revenue growth correlation to valuation dropped from 72% to mid-30s
“If you go back to 2020, the correlation to revenue multiple in the public markets was something like 72% was correlated to revenue growth. Today, it's in the mid-thirties.”
Deven Parekh Oct 11, 2023 ▶ 21:29 Roundtable #4 with Jason Lemkin, Woody Marshall, Deven Parekh, Harry Stebbings | E1071 · 20VC with Harry Stebbings

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