Aug. 23 at 4:41 PM
$CLOV If industry-wide adoption of Counterpart occurs:
CLOV would shift from an insurance-centric valuation (~1x revenue) to a high-growth SaaS multiple (possibly 5–15x revenue, or higher if adoption is sticky).
Given even a modest
$300–500M in SaaS revenue by 2028, that could imply a valuation north of
$5–7B—far above current levels.
If Medicare contracts or major providers make it mandatory or preferred, CLOV could become unassailable in its niche.
