Good to see you are thinking about valuation alpha
but I would not rely on WAAAX valuations. It is a bit of a tech bubble for those stocks imo
I think 10x ARR multiple is about right to expect. From my understanding, average is 8x. We are currently at about 7.5x. Our high growth rate, low churn and tam could justify higher but the levels seen by WAAAX are by no means the norm. They are the best case.
At 10x ARR, 100m ARR implies $1Bn MC. With ~820m shares (after spp) that's ~$1.20 per $100m. Don't get me wrong I'm a huge fan of LVT and am significantly invested as a proportion of my holdings but I wouldn't get hopes up too much.
A constant ARR multiple for ARR growing even 50% a year means 50% sp growth each year.
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