Debate
Jamin Ball vs OnlyCFO on M&A and Due Diligence
Claim 2 identifies nCino as comparable to peer companies (Agora, Bill.com, Sprout Social) based on revenue size, while Claim 3 asserts that software companies cannot be reliably compared despite similar revenue multiples.
Active DebateM&A and Due Diligence
Jamin Ball vs OnlyCFO
Claim 2 identifies nCino as comparable to peer companies (Agora, Bill.com, Sprout Social) based on revenue size, while Claim 3 asserts that software companies cannot be reliably compared despite similar revenue multiples.
nCino at $153M LTM revenue is among the smaller public SaaS companies, comparable only to Agora, Bill.com, and Sprout Social
Software companies are not comparable because their long-term growth and profitability trajectories can be wildly different despite similar near-term revenue multiples