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For public companies, growing > 40%, ARR > $100Mn, NDR>125$ revenue multiples are sky-high ATM. For private companies at around $1Mn-$3Mn ARR growing sub-20% Y
by blrgeek 7y ago
For public companies, growing > 40%, ARR > $100Mn, NDR>125$ revenue multiples are sky-high ATM.
For private companies at around $1Mn-$3Mn ARR growing sub-20% YoY there are very few buyers in the first place.
- ablekh 7y agoI was definitely talking about the first category (though not necessarily public only; AFAIK there are some [many?] private companies that fit that profile). I agree that those revenue multiples are high, though I'm not sure I would refer to them as "sky-high". Who knows what kind of numbers we will see in the future ... ;-)
- einarvollset 7y agoCompared to public markets yes, but there are 100s of buyers, particularly if you’re (adjusted) EBITDA profitable, but even if just break even.