cloudedjudgement.substack.com · 2023-09-01 · 1007d

Clouded Judgement: Are Software Companies Over or Undervalued?

This article analyzes whether SaaS companies are fairly valued by examining revenue multiples, growth rates, interest rates, and FCF margins in historical context. The author concludes that while raw revenue multiples appear 25% below long-term averages, growth-adjusted multiples are 50% above historical norms, and when factoring in improved FCF margins and elevated interest rates, current valuations are actually expensive relative to fundamentals.

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Metrics in this report

10-Year Treasury Yield

4.0percent

Current as of September 2023

10-Year Treasury Yield

2.3percent

average

Long-term average during pre-COVID period

CAC Payback Period

40months

median

Gross margin adjusted CAC payback for public SaaS companies

FCF Margin

12percent

median

Median NTM FCF margin for SaaS software index, current

FCF Margin

6percent

average

Long-term pre-COVID average FCF margin

FCF Margin

20percent

minimum

High-quality SaaS companies (Crowdstrike, Zscaler, Snowflake)

G&A as Percent of Revenue

16percent

median

Public SaaS software index

Gross Margin

75percent

median

Public SaaS software index

Growth-Adjusted Revenue Multiple

0.81x

median

EV/NTM Revenue/NTM Growth, March 2023

Growth-Adjusted Revenue Multiple

0.29x

average

Long-term pre-COVID average, EV/NTM Revenue/NTM Growth

Net Retention Rate

115percent

median

Public SaaS software index

Operating Margin

-18percent

median

Median NTM operating margin for SaaS software index

R&D as Percent of Revenue

27percent

median

Public SaaS software index

Revenue Growth Rate

15percent

median

Median NTM growth rate for SaaS software index

Revenue Growth Rate

27percent

average

Long-term median NTM growth rate for SaaS software index

Revenue Multiple

6.0x

median

Broad SaaS software index, March 2023

Revenue Multiple

7.8x

average

Long-term pre-COVID SaaS average

Revenue Multiple

11.1x

median

High-growth SaaS companies (>30% NTM growth)

Revenue Multiple

8.9x

median

Mid-growth SaaS companies (15-30% NTM growth)

Revenue Multiple

3.8x

median

Low-growth SaaS companies (<15% NTM growth)

S&M as Percent of Revenue

43percent

median

Public SaaS software index