SaaSpocalypse

Name: Financial Insights Based on S&P Global Market Intelligence
Creator: Simply Wall St Pty Ltd
License: https://www.spglobal.com/content/dam/spglobal/corporate/en/documents/secure/MI-FastTrack-Terms-and-Conditions-July-2023.pdf

NewMoney

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Watching

Company	Price & Valuation	FV & Narrative	Valuation	Growth	Analyst Target
OKTA Okta US$166.23n/aintrinsic discount 23.0%7D 18.9%3M The author hasn't set a fair value for OKTA
CRM Salesforce US$256.00n/aintrinsic discount 22.4%7D 22.1%3M The author hasn't set a fair value for CRM
NOW ServiceNow US$144.71n/aintrinsic discount 12.6%7D 6.5%3M The author hasn't set a fair value for NOW
TEAM Atlassian US$190.42n/aintrinsic discount 10.8%7D 64.2%3M The author hasn't set a fair value for TEAM
HUBS HubSpot US$260.68n/aintrinsic discount 8.6%7D -0.6%3M The author hasn't set a fair value for HUBS
ADBE Adobe US$291.52n/aintrinsic discount 5.9%7D 6.4%3M The author hasn't set a fair value for ADBE
TWLO Twilio US$237.78n/aintrinsic discount 5.5%7D 4.5%3M The author hasn't set a fair value for TWLO
MDB MongoDB US$446.62n/aintrinsic discount 3.7%7D 10.6%3M The author hasn't set a fair value for MDB
NET Cloudflare US$299.84n/aintrinsic discount 2.3%7D 10.7%3M The author hasn't set a fair value for NET
DDOG Datadog US$236.98n/aintrinsic discount 0.6%7D -14.6%3M The author hasn't set a fair value for DDOG
SNOW Snowflake US$328.00n/aintrinsic discount -1.4%7D 17.1%3M The author hasn't set a fair value for SNOW

Watching

Company	Price & Valuation	FV & Narrative	Valuation	Growth	Analyst Target
OKTA Okta 23.0%7D 18.9%3M	US$166.23 n/aintrinsic discount	The author hasn't set a fair value for OKTA	PE 98.2x	E 21.7%	US$180.41
CRM Salesforce 22.4%7D 22.1%3M	US$256.00 n/aintrinsic discount	The author hasn't set a fair value for CRM	PE 21.8x	E 2.9%	US$262.54
NOW ServiceNow 12.6%7D 6.5%3M	US$144.71 n/aintrinsic discount	The author hasn't set a fair value for NOW	PE 89.6x	E 25.9%	US$142.23
TEAM Atlassian 10.8%7D 64.2%3M	US$190.42 n/aintrinsic discount	The author hasn't set a fair value for TEAM	PS 7.3x	E 42.6%	US$189.61
HUBS HubSpot 8.6%7D -0.6%3M	US$260.68 n/aintrinsic discount	The author hasn't set a fair value for HUBS	PE 88.5x	E 49.1%	US$240.69
ADBE Adobe 5.9%7D 6.4%3M	US$291.52 n/aintrinsic discount	The author hasn't set a fair value for ADBE	PE 16x	E 9.3%	US$270.61
TWLO Twilio 5.5%7D 4.5%3M	US$237.78 n/aintrinsic discount	The author hasn't set a fair value for TWLO	PE 31.8x	E -29.4%	US$252.08
MDB MongoDB 3.7%7D 10.6%3M	US$446.62 n/aintrinsic discount	The author hasn't set a fair value for MDB	PS 13.8x	E 50.0%	US$441.69
NET Cloudflare 2.3%7D 10.7%3M	US$299.84 n/aintrinsic discount	The author hasn't set a fair value for NET	PS 42.5x	E 48.1%	US$333.55
DDOG Datadog 0.6%7D -14.6%3M	US$236.98 n/aintrinsic discount	The author hasn't set a fair value for DDOG	PS 21.5x	E 28.4%	US$285.18
SNOW Snowflake -1.4%7D 17.1%3M	US$328.00 n/aintrinsic discount	The author hasn't set a fair value for SNOW	PS 22.6x	E 55.9%	US$327.85