ZM - Screening For The Best SaaS Companies

2024-07-04 03:42:45 ET

Summary

• SaaS companies have strong growth potential in an ever-expanding TAM.
• The SaaS business model is unique and has a host of key operating and financial metrics to analyze.
• Certain metrics, such as Rule of 40, are key in determining a company’s success rate.
• I screened and ranked 84 companies for these key metrics and presented the best-in-class.
• Valuations, based on Enterprise Value-to-Revenues are discussed, including the most overvalued and undervalued names.

Thesis

For further details see: