SaaS valuations
2 statements across 2 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 30, 2021 by Nathan Latka · across every show →
Everything said about SaaS valuations, oldest first
May 30, 2021 neutral
Latka: Highest SaaS valuations require net dollar retention over 150%
“The companies right now, they're in the highest valuations. They all have net dollar retention above 150%. Right. So like, that's one of the key, that plus just overall growth rate are really the key drivers I'm seeing today of SAS valuations.”
Dec 21, 2021
Latka: 150% NDR drives 40x to 50x SaaS premium valuations
“Some of the valuations where you're seeing 40 and 50 X multiples are ones where net dollar retention is like a 150%, even if revenue growth overall is slower, but your NDR is really high. That's by far where the premium valuations are happening today.”