Clouded Judgement 4.14.23
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Clouded Judgement 4.14.23
CPI / Fed Update
March CPI data came in this week. Headline CPI came in at 5.0% YoY vs consensus of 5.1%. Headline CPI has now fallen for 9 consecutive months. Core CPI came in at 5.6% YoY vs consensus of 5.6%.
Net New ARR Slowdown
Cloud Optimizations
Top 10 EV / NTM Revenue Multiples ATTACH
可以看作是 SaaS 行业的估值方式。中位数都接近 9，综合中位数为 4.9，就是 Revenue x 9。
Top 10 Weekly Share Price Movement
Update on Multiples
SaaS businesses are generally valued on a multiple of their revenue - in most cases the projected revenue for the next 12 months. Revenue multiples are a shorthand valuation framework.
Multiples shown below are calculated by taking the Enterprise Value (market cap + debt - cash) / NTM revenue.
Overall Stats:
- Overall Median: 5.9x
- Top 5 Median: 11.4x
- 10Y: 3.4%