Top 10 enterprise softwares MAR10 - MAR14

JaminBall
03-14

This week in enterprise software: Top 10 #SaaS #Cloud multiples as of today's market close

$Palantir Technologies Inc.(PLTR)$ $Cloudflare, Inc.(NET)$ $CrowdStrike Holdings, Inc.(CRWD)$ $Samsara, Inc.(IOT)$ $ServiceNow(NOW)$ $Guidewire(GWRE)$ $Palo Alto Networks(PANW)$ $Rubrik Inc.(RBRK)$ $Snowflake(SNOW)$ $Veeva(VEEV)$

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This week on Clouded Judgement: Authentication in the age of AI Agents

- Median software multiple: 5.2x

- High Growth software median: 9.6x

- Mid Growth software median: 8.6x

- Low Growth software median: 4.0x

- 10Y: 4.3%

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Full year guides for software companies (so far) haven't signaled a lot of confidence. The median full year guide is only 0.1% above full year consensus estimates, with nearly half of companies guiding full year below consensus estimates.

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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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