Extraction from SmartKarma Asian SaaS companies.For SaaS...

Extraction from SmartKarma Asian SaaS companies.

For SaaS company, what matters is the Gross Margin %, Growth rates, Product TAM, and Size of the company in MC. If it is like 100B, then P/S multiple should be lower, as absolute value to grow is much more difficult. So lower MC for great SaaS company, in theory, it should command much higher multiple, so long as we are sure on the ACV growth rates in next 3-5 years.

You can do a table to include the GPM, Growth rates, and historically past 4 years growth rates in revenue. You should understand why Pointerra is much so popular now.

Market is efficient.