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Public SaaS Comparisons

Side-by-side Rule of 40, EV/Revenue, and operating metrics for 57 public SaaS companies. Click any pair for a full metrics breakdown.

Data & Analytics

11 Comparisons
Snowflake Inc.SNOW
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Datadog, Inc.DDOG
RULE OF 40
53vs57
Palantir Technologies Inc.PLTR
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ServiceNow, Inc.NOW
GROWTH
56%vs21%
Snowflake Inc.SNOW
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MongoDB, Inc.MDB
EV/REVENUE
10.5xvs8.3x
Confluent, Inc.CFLT
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MongoDB, Inc.MDB
GROWTH
21%vs23%
MongoDB, Inc.MDB
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DigitalBridge Group, Inc.DBRG
Snowflake Inc.SNOW
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Confluent, Inc.CFLT
EV/LTM REV
10.5xvs10.1x
Palantir Technologies Inc.PLTR
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Datadog, Inc.DDOG
RULE OF 40
103vs57
Snowflake Inc.SNOW
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Palantir Technologies Inc.PLTR
EV/LTM REV
10.5xvs74.4x
Confluent, Inc.CFLT
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Datadog, Inc.DDOG
MongoDB, Inc.MDB
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Elastic N.V.ESTC
EV/LTM REV
8.3xvs3.4x
Amplitude, Inc.AMPL
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Datadog, Inc.DDOG
EV/LTM REV
2.5xvs13.3x

Vertical SaaS

8 Comparisons
Shopify Inc.SHOP
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Toast, Inc.TOST
RULE OF 40
48vs35
Veeva Systems Inc.VEEV
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Workday, Inc.WDAY
FCF MARGIN
44%vs29%
Toast, Inc.TOST
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Shopify Inc.SHOP
GROWTH
24%vs30%
Duolingo, Inc.DUOL
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Instructure Holdings, Inc.INST
GROSS MARGIN
72%vs65%
Procore Technologies, Inc.PCOR
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Veeva Systems Inc.VEEV
EV/REVENUE
6.2xvs8.3x
Shopify Inc.SHOP
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Bill.com Holdings, Inc.BILL
EV/REVENUE
15.1xvs2.7x
SPS Commerce, Inc.SPSC
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Veeva Systems Inc.VEEV
GROSS MARGIN
69%vs76%
AppFolio, Inc.APPF
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Veeva Systems Inc.VEEV
FCF MARGIN
25%vs44%

Marketing Tech

5 Comparisons
HubSpot, Inc.HUBS
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Salesforce, Inc.CRM
EV/LTM REV
3.6xvs4.4x
HubSpot, Inc.HUBS
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Braze, Inc.BRZE
EV/LTM REV
3.6xvs3.5x
Adobe Inc.ADBE
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Salesforce, Inc.CRM
RULE OF 40
52vs44
HubSpot, Inc.HUBS
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The Trade Desk, Inc.TTD
FCF MARGIN
23%vs27%
Braze, Inc.BRZE
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The Trade Desk, Inc.TTD
RULE OF 40
33vs46

DevTools & Observability

4 Comparisons
Datadog, Inc.DDOG
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Dynatrace, Inc.DT
FCF MARGIN
29%vs26%
GitLab Inc.GTLB
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Datadog, Inc.DDOG
GROSS MARGIN
87%vs80%
Datadog, Inc.DDOG
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Elastic N.V.ESTC
GROWTH
28%vs17%
GitLab Inc.GTLB
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Elastic N.V.ESTC
RULE OF 40
49vs35

Communications

3 Comparisons
Twilio Inc.TWLO
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Bandwidth Inc.BAND
EV/REVENUE
4.4xvs1.2x
Five9, Inc.FIVN
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Twilio Inc.TWLO
FCF MARGIN
18%vs19%
Bandwidth Inc.BAND
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Twilio Inc.TWLO
GROWTH
1%vs14%

HR Tech

2 Comparisons
Workday, Inc.WDAY
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ServiceNow, Inc.NOW
GROSS MARGIN
99%vs78%
Paycom Software, Inc.PAYC
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Paychex, Inc.PAYX

Fintech

2 Comparisons
WEX Inc.WEX
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Paycom Software, Inc.PAYC
EV/REVENUE
4.4xvs3.4x
Model N, Inc.MODN
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Veeva Systems Inc.VEEV
GROWTH
14%vs16%

Security

1 Comparison
Okta, Inc.OKTA
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SentinelOne, Inc.S

IT Service Management

1 Comparison
ServiceNow, Inc.NOW
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Workday, Inc.WDAY

Sales Intelligence

1 Comparison
ZoomInfo Technologies Inc.ZI
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HubSpot, Inc.HUBS
FCF MARGIN
36%vs23%

Cloud Storage

1 Comparison
Box, Inc.BOX
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DigitalOcean Holdings, Inc.DOCN
GROSS MARGIN
79%vs60%

Market Trends

Valuation Multiples Over Time

AGGREGATE VIEW

4.1x

Median EV/Revenue across all cohorts

trending_up

Top Performer

Highest Rule of 40 this quarter

DBRG

190.1%

NEW METRICS

Rule of 40 Heatmaps

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UPDATE

Q3 Earnings Data

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