Clouded Judgement

Weekly SaaS valuation and earnings update highlighting digital transformation momentum (60% of enterprises lack integrated digital workflow systems) and current market multiples. Article analyzes top 10 SaaS companies by EV/NTM revenue multiple, noting median 39.6x valuation with 39% growth, 74% gross margins, and -11% operating margins, alongside Rule of 40 analysis and weekly stock price movements.