NTM Revenue Growth compared with NTM Revenue Multiple

Chart courtesy of Altimeter Partner Jamin Ball. Twitter @jaminball

Chart includes FCF margins as well.

$DDOG $CRWD $ZS $ZI looking great. $S has the highest growth on this chart
The Hippie Investor's avatar
Cash Flow is King!
Daniel Budd's avatar
$S is in a league of its own. This chart has consistently shown them outpacing other companies and below the trend line for valuation vs. growth. Serious opportunity there if they continue to execute.

On a separate note, Jamin sends these charts out weekly in his newsletter and he does a great job of recapping what’s going on in the market. I highly recommend anyone investing in SaaS to subscribe.