Public Comps

We recently added Rubrik! 🚨🚨$RBRK's NDR is currently 133%🚨🚨 Come see how Rubrik is benchmarking against our 10 top SaaS. 📉📊 Track all your essential SaaS metrics on Public Comps! #publiccomps📈 👉publiccomps.com/companies/RBRK

Long live SaaS. SaaS isn't dead. Business model will just shift towards agent led pricing.

OpenAI is $13B ARR +137% YoY with -50% FCF. At $1T, OpenAI trades at 76.9x EV/ARR which would be the highest multiple just behind Palantir at 110x.

Fintech Investors, Payments are happening on chain. Check out the most recent proprietary data from @artemis stablecoin report on stablecoins onchain 👇

Palantir is a beast of a business $PLTR - $4B ARR - 48% YoY growth - 105x EV/ARR - 128% Net Dollar Retention

What stock do you want us to teardown?

@LisaSu @AMD ❤️

Wishing everyone a very Happy Thanksgiving!!! I’m very thankful to our amazing @AMD extended family, friends, and fans. Looking forward to all we will do together. ❤️

Palantir trades for 50x ARR 😳 - $2.9B ARR - 30% YoY in revenue growth - 37% Free Cash Flow Stock up ~298% YTD.

Big things brewing! Keep your eyes peeled for updates on the latest changes coming your way! 📊📈📉🚀🎉 Track all your essential SaaS metrics on Public Comps! #publiccomps📈 👉publiccomps.com

We are hiring a Founding Engineer at Public Comps If you love startups and tech investing, please reach out! career.publiccomps.com/full-stack-sof…

@dalibali2 Onprem is the 🐐.

@publiccomps Not as good as on premise.

SaaS is still one of the best all time business models.

Come check out how $RDDT benchmarks against High Growth SaaS on Public Comps! #publiccomps 📉📈📊 👉publiccomps.com/companies/RDDT

@allenwlee We are looking to expand, stay tuned 👀

@publiccomps Love the product! Wondering why you're limiting to SaaS companies only? Surely the same process can be used for any company with SEC filings?

Net dollar retention falling off to relative lows for $SNOW and $MNDY Snowflake is at 131% which is still quite high but down from 160%+ at IPO Monday is 110% down from 125% highs but still much better than 103% near IPO May mean software spend not necessarily expanding (growing 2nd derivative) for per headcount counts (Monday.com) or usage based (Snowflake) even post SaaS spending cuts. Crowdstrike seems to break that mode with 119% NDR last 3 quarters— could be a reflection of security / GTM / CRWD multi product sale

What do you think are going to be 10-year generational compounders?

DeFi Dominates Crypto's "Rule of 40" The Rule of 40, a widely used financial metric within the software sector, serves as a balancing act, requiring a company's combined revenue growth rate and profit margin to ideally equal or exceed 40%. This metric assesses a company's ability to both generate revenue rapidly and maintain profitability. Lido, Aave, and Maker, leading crypto protocols in staking, credit, and stablecoin industries, size up favourably to traditional software companies when it comes to this metric. This peer group exhibits a median Rule of 40 of 110%, far surpassing the median score of 63% observed among a group of leading software enterprises As DeFi continues to disrupt traditional finance, the Rule of 40 serves as a testament to the sector's maturation and potential to revolutionalise the way with engage with financial services. Data @tokenterminal @publiccomps @DefiLlama

Sign up for our #publiccomps newsletter to get the latest on SaaS, Tech, Industry Primers, Company Teardowns and more. Subscribe now 👉blog.publiccomps.com Our latest article - Cybersecurity Industry Primer by @EricFlaningam breaks down the cybersecurity landscape in detail.

What stocks are most out of favor right now? Where is fear the highest?

We are hiring at Public Comps! - Head of Business Operations - Growth / Research Analyst - Product Designer - Full Stack Developer DM us if you're interested in any roles: career.publiccomps.com