Public Comps @publiccomps
Building the next-generation financial data platform. We tweet updates about public stocks. Not Investment Advice. publiccomps.com San Francisco, CA Joined May 2020-
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Palantir trades for 50x ARR 😳 - $2.9B ARR - 30% YoY in revenue growth - 37% Free Cash Flow Stock up ~298% YTD.
Big things brewing! Keep your eyes peeled for updates on the latest changes coming your way! 📊📈📉🚀🎉 Track all your essential SaaS metrics on Public Comps! #publiccomps📈 👉publiccomps.com
We are hiring a Founding Engineer at Public Comps If you love startups and tech investing, please reach out! career.publiccomps.com/full-stack-sof…
SaaS is still one of the best all time business models.
Come check out how $RDDT benchmarks against High Growth SaaS on Public Comps! #publiccomps 📉📈📊 👉publiccomps.com/companies/RDDT
Net dollar retention falling off to relative lows for $SNOW and $MNDY Snowflake is at 131% which is still quite high but down from 160%+ at IPO Monday is 110% down from 125% highs but still much better than 103% near IPO May mean software spend not necessarily expanding…
What do you think are going to be 10-year generational compounders?
Public Comps retweeted
DeFi Dominates Crypto's "Rule of 40" The Rule of 40, a widely used financial metric within the software sector, serves as a balancing act, requiring a company's combined revenue growth rate and profit margin to ideally equal or exceed 40%. This metric assesses a company's…
Sign up for our #publiccomps newsletter to get the latest on SaaS, Tech, Industry Primers, Company Teardowns and more. Subscribe now 👉blog.publiccomps.com Our latest article - Cybersecurity Industry Primer by @EricFlaningam breaks down the cybersecurity landscape in detail.
What stocks are most out of favor right now? Where is fear the highest?
We are hiring at Public Comps! - Head of Business Operations - Growth / Research Analyst - Product Designer - Full Stack Developer DM us if you're interested in any roles: career.publiccomps.com
Wild that: - $MSFT did $22.3b of net income FY24 Q1 growing +27% YoY ($2.81T mkt cap) - $NVDA did $9.2b of net income FY24 Q3 growing + 1,259% YoY 🤯 ($1.18T mkt cap)
Klaviyo $KVYO is now on Public Comps! 1️⃣ #1 fastest organic revenue growth at 51% YoY with $650m+ ARR 2️⃣ Trades for 11.8x (~median for highest growth) 3️⃣ 119% net dollar retention 💪 Up ~8.6% from IPO price Keep track of High Growth Tech companies as they go public at…
Nvidia vs Top SaaS 👀 - Up 252% YTD - $13B of Quarterly Rev up 101% YoY - 50% operating income margin $NVDA
Happy Monday (5/1) - lots of software and tech names reporting in the coming weeks. Q1'23 Earnings have been strong thus far publiccomps.com/calendar
🎢Eventful Q1 with High Growth SaaS +13% underperforming NASDAQ (+17%) 🤔 📈Median EV/NTM Revenue is now at 7.3x (Feb'23 peak of 9.2x) Notable take-privates: $XM, $COUP $DCT and $KNBE + $BLKB got a bid
🚀$IOT +68% YTD, leading high growth SaaS stocks after last week's earnings, trading at 11.8x EV/NTM Rev 🧐 High Growth SaaS trading at 10x (vs. 7.5x YE22), +21% (vs. +12% Nasdaq) 👀Earnings to watch this week: $CRWD 3/7, $ASAN and $MDB 3/8, $DOCU and $HCP 3/9
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