Araho Weekly
A short Monday digest of public SaaS metrics and benchmarks. Data from 500+ companies, updated daily from SEC EDGAR.
SaaS benchmarks digest
NRR trends, Rule of 40 movers & insider trades — every Monday.
Past Issues
Security Sector Outperforms with Premium Multiples and FCF Strength
Public SaaS benchmarks show security companies trading at a 29% premium to the market with superior Rule of 40, driven by robust free cash flow margins, signaling investor preference for capital-efficient growth.
Security Sector Commands Premium Multiples Despite Slower Growth — SaaS Markets Show Diverging Efficiency
This week's SaaS benchmarks reveal a widening gap between Security and broader market: Security trades at 5.8x EV/Revenue vs 4.0x overall, yet grows slower (12% vs 14.9%). Rule of 40 remains identical at 32.8%, but FCF margin drives the difference.
Rule of 40 Is Diverging — Security vs. Collaboration
Security SaaS is pulling away from collaboration tools on Rule of 40. Here's what the data shows across 500+ public companies this week.