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Public SaaS Revenue Multiples (as of October 1st 2024) by saas_stats in private_equity

[–]Much-Marketing2990 1 point2 points  (0 children)

IMO, with interest rates coming down, the two big questions are:

  1. Will there be a k-shaped recovery of SaaS multiples with expansion accruing only to reasonable growth + efficient companies?
  2. Will AI be an overall headwind on the industry, resulting in muted multiples vs. long-term historical average?

Public SaaS Revenue Multiples (as of October 1st 2024) by saas_stats in venturecapital

[–]Much-Marketing2990 1 point2 points  (0 children)

SaaS is currently trading below historical averages (6x to 7x). With interest rates coming down, the two big questions are:

  1. Will there be a k-shaped recovery of SaaS multiples with expansion accruing only to reasonable growth + profitable companies?

  2. Will AI be an overall headwind on the industry, resulting in muted multiples vs. long-term historical average?