Jan. 17 at 1:50 PM
SaaS Valuation Map đ
Growth still drives most multiples, but profitability quietly decides who gets rewarded.
If this helps, tap @QuantitativeTrading_
Forward EV/Sales scales with forward revenue growth.
Fastest growers to watch:
$APP,
$NET,
$CRWD â >20% NTM growth, high expectations, stretched valuations. Slight deceleration = execution risk rises fast.
$PLTR is off the chart: Forward EV/Sales >70 with ~46% growth â market treats it like a different asset class.
Growth gets eyeballs, profitability gets the love.