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SaaSpocalypse
33 followers514 views
Watching
11
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
SNOW Snowflake US$255.559.8% overvalued intrinsic discount 48.4%7D 51.7%3M | ||||||
OKTA Okta US$123.2722.1% overvalued intrinsic discount 33.6%7D 70.0%3M | ||||||
TEAM Atlassian US$107.6126.1% undervalued intrinsic discount 26.0%7D 43.2%3M | ||||||
NOW ServiceNow US$124.3714.4% undervalued intrinsic discount 21.8%7D 15.1%3M | ||||||
NET Cloudflare US$241.824.3% overvalued intrinsic discount 11.9%7D 40.4%3M | ||||||
DDOG Datadog US$247.3536.3% overvalued intrinsic discount 11.3%7D 120.9%3M | ||||||
HUBS HubSpot US$220.6333.0% undervalued intrinsic discount 9.2%7D -16.6%3M | ||||||
CRM Salesforce US$191.1039.8% undervalued intrinsic discount 6.1%7D -1.9%3M | ||||||
ADBE Adobe US$259.2158.8% overvalued intrinsic discount 5.9%7D -1.2%3M | ||||||
MDB MongoDB US$335.5523.8% undervalued intrinsic discount 2.9%7D 2.2%3M | ||||||
TWLO Twilio US$190.6423.7% undervalued intrinsic discount 1.5%7D 57.6%3M |
Watching
11
| Company | Price & Valuation | My FV & Narrative | Valuation | Growth | Analyst Target | |
|---|---|---|---|---|---|---|
SNOW Snowflake 48.4%7D 51.7%3M | US$255.55 9.8% overvalued intrinsic discount | PS 17.5x | E 31.3% | US$280.26 | ||
OKTA Okta 33.6%7D 70.0%3M | US$123.27 22.1% overvalued intrinsic discount | PE 86.7x | E 20.1% | US$116.86 | ||
TEAM Atlassian 26.0%7D 43.2%3M | US$107.61 26.1% undervalued intrinsic discount | PS 4.4x | E 62.9% | US$143.18 | ||
NOW ServiceNow 21.8%7D 15.1%3M | US$124.37 14.4% undervalued intrinsic discount | PE 73x | E 22.9% | US$142.50 | ||
NET Cloudflare 11.9%7D 40.4%3M | US$241.82 4.3% overvalued intrinsic discount | PS 36.7x | E 38.4% | US$234.18 | ||
DDOG Datadog 11.3%7D 120.9%3M | US$247.35 36.3% overvalued intrinsic discount | PS 24x | E 31.8% | US$225.34 | ||
HUBS HubSpot 9.2%7D -16.6%3M | US$220.63 33.0% undervalued intrinsic discount | PE 112.7x | E 33.2% | US$280.16 | ||
CRM Salesforce 6.1%7D -1.9%3M | US$191.10 39.8% undervalued intrinsic discount | PE 19.5x | E 9.5% | US$255.55 | ||
ADBE Adobe 5.9%7D -1.2%3M | US$259.21 58.8% overvalued intrinsic discount | PE 14.5x | E 7.3% | US$327.28 | ||
MDB MongoDB 2.9%7D 2.2%3M | US$335.55 23.8% undervalued intrinsic discount | PS 10.4x | E 50.8% | US$386.77 | ||
TWLO Twilio 1.5%7D 57.6%3M | US$190.64 23.7% undervalued intrinsic discount | PS 5.5x | E 33.1% | US$195.45 |