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
HUBS HubSpot US$215.33n/aintrinsic discount 8.9%7D -3.4%3M The author hasn't set a fair value for HUBS
TEAM Atlassian US$91.77n/aintrinsic discount 7.4%7D 33.5%3M The author hasn't set a fair value for TEAM
SNOW Snowflake US$271.87n/aintrinsic discount 4.0%7D 89.4%3M The author hasn't set a fair value for SNOW
OKTA Okta US$150.86n/aintrinsic discount 2.8%7D 109.5%3M The author hasn't set a fair value for OKTA
ADBE Adobe US$224.56n/aintrinsic discount 1.6%7D -9.5%3M The author hasn't set a fair value for ADBE
DDOG Datadog US$264.46n/aintrinsic discount 1.3%7D 114.2%3M The author hasn't set a fair value for DDOG
CRM Salesforce US$167.00n/aintrinsic discount 0.3%7D -7.8%3M The author hasn't set a fair value for CRM
NET Cloudflare US$273.04n/aintrinsic discount -0.1%7D 38.3%3M The author hasn't set a fair value for NET
TWLO Twilio US$211.54n/aintrinsic discount -1.8%7D 54.5%3M The author hasn't set a fair value for TWLO
NOW ServiceNow US$104.73n/aintrinsic discount -2.8%7D 8.6%3M The author hasn't set a fair value for NOW
MDB MongoDB US$333.04n/aintrinsic discount -7.3%7D 32.6%3M The author hasn't set a fair value for MDB

Watching

Company	Price & Valuation	FV & Narrative	Valuation	Growth	Analyst Target
HUBS HubSpot 8.9%7D -3.4%3M	US$215.33 n/aintrinsic discount	The author hasn't set a fair value for HUBS	PE 110x	E 33.0%	US$275.72
TEAM Atlassian 7.4%7D 33.5%3M	US$91.77 n/aintrinsic discount	The author hasn't set a fair value for TEAM	PS 3.8x	E 47.4%	US$139.87
SNOW Snowflake 4.0%7D 89.4%3M	US$271.87 n/aintrinsic discount	The author hasn't set a fair value for SNOW	PS 18.7x	E 50.5%	US$292.53
OKTA Okta 2.8%7D 109.5%3M	US$150.86 n/aintrinsic discount	The author hasn't set a fair value for OKTA	PE 106.2x	E 19.7%	US$122.95
ADBE Adobe 1.6%7D -9.5%3M	US$224.56 n/aintrinsic discount	The author hasn't set a fair value for ADBE	PE 12.3x	E 9.3%	US$272.48
DDOG Datadog 1.3%7D 114.2%3M	US$264.46 n/aintrinsic discount	The author hasn't set a fair value for DDOG	PS 25.6x	E 33.0%	US$249.42
CRM Salesforce 0.3%7D -7.8%3M	US$167.00 n/aintrinsic discount	The author hasn't set a fair value for CRM	PE 17x	E 10.1%	US$245.16
NET Cloudflare -0.1%7D 38.3%3M	US$273.04 n/aintrinsic discount	The author hasn't set a fair value for NET	PS 41.4x	E 39.6%	US$251.87
TWLO Twilio -1.8%7D 54.5%3M	US$211.54 n/aintrinsic discount	The author hasn't set a fair value for TWLO	PS 6.1x	E 33.1%	US$205.24
NOW ServiceNow -2.8%7D 8.6%3M	US$104.73 n/aintrinsic discount	The author hasn't set a fair value for NOW	PE 61.5x	E 23.9%	US$141.45
MDB MongoDB -7.3%7D 32.6%3M	US$333.04 n/aintrinsic discount	The author hasn't set a fair value for MDB	PS 10.3x	E 50.5%	US$396.21