Aug. 8 at 1:42 PM
Forward EV/Sales across enterprise software — paying less helps, but sales quality matters most:
$ORCL | 7.90x | Value anchor with accelerating OCI growth
$MSFT | 8.93x | Highest quality revenue & AI monetization
$PANW | 18.15x | Cyber platformization leader
$CRWD | 30.76x | High-sticky ARR endpoint security powerhouse
$PLTR | 39.44x | Commercial AIP hyper-growth commanding premium
Price is what you pay, quality value is what you keep.
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