SaaS and cloud companies
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Nov 3, 2022 by Christina Shen · across every show →
Everything said about SaaS and cloud companies, oldest first
Nov 3, 2022 bearish
Shen: Top-quartile public SaaS multiples fell from 24x to 8x revenue
“And if you look at the top quartile at the peak, so the top 25% of SaaS and cloud companies in the public markets, they're trading at 24 times revenue. Over the last, ah, nine or 10 months, that has now dropped to eight times. That is one-third of what they us…”