My Thoughts on Public vs Private Valuations for SaaS Companies in Q1 2022
davidpaul.substack.com
Public Market Overview: To say there was a shift in the growth sector this quarter is an understatement. The Nasdaq has been hovering near double-digit correction territory. The $QQQ, mainly cloud stocks, is down 9%. Cloud stocks led the repricing with an overall valuation median EV/NTM at 9.3x down from 15.62x only a few months ago. This volatility is driven by the uncertainty with the Russian-Ukraine conflict, rising inflation, and a hawkish fed policy.
My Thoughts on Public vs Private Valuations for SaaS Companies in Q1 2022
My Thoughts on Public vs Private Valuations…
My Thoughts on Public vs Private Valuations for SaaS Companies in Q1 2022
Public Market Overview: To say there was a shift in the growth sector this quarter is an understatement. The Nasdaq has been hovering near double-digit correction territory. The $QQQ, mainly cloud stocks, is down 9%. Cloud stocks led the repricing with an overall valuation median EV/NTM at 9.3x down from 15.62x only a few months ago. This volatility is driven by the uncertainty with the Russian-Ukraine conflict, rising inflation, and a hawkish fed policy.