Apr. 13 at 8:51 AM
$NOW and
$PATH represent the most compelling value plays in SaaS today. Both dominate enterprise automation, leveraging AI agents to streamline workflows rather than fight the tech shift. With drawdowns of -65% and -89% despite solid fundamentals, the risk-reward profile is skewed heavily in favor of investors. While
$NOW leads in growth,
$PATH’s 3–4x EV/Revenue valuation is an undeniable steal for those ignoring the noise.