Today's debate
Jamin Ball and OnlyCFO disagree on M&A and Due Diligence.
nCino at $153M LTM revenue is among the smaller public SaaS companies, comparable only to Agora, Bill.com, and Sprout Social
in Clouded Judgement: nCino IPO Valuation Analysis at $22-24 Price Range
B
OnlyCFO
Software companies are not comparable because their long-term growth and profitability trajectories can be wildly different despite similar near-term revenue multiples
in Drivers of Valuation: DCF Models vs. Revenue Multiples in SaaS
