Nvidia vs Top SaaS 👀 - Up 252% YTD - $13B of Quarterly Rev up 101% YoY - 50% operating income margin $NVDA

Klaviyo $KVYO is now on Public Comps! 1️⃣ #1 fastest organic revenue growth at 51% YoY with $650m+ ARR 2️⃣ Trades for 11.8x (~median for highest growth) 3️⃣ 119% net dollar retention 💪 Up ~8.6% from IPO price Keep track of High Growth Tech companies as they go public at

Wild that: - $MSFT did $22.3b of net income FY24 Q1 growing +27% YoY ($2.81T mkt cap) - $NVDA did $9.2b of net income FY24 Q3 growing + 1,259% YoY 🤯 ($1.18T mkt cap)

We are hiring at Public Comps! - Head of Business Operations - Growth / Research Analyst - Product Designer - Full Stack Developer DM us if you're interested in any roles: career.publiccomps.com

What stocks are most out of favor right now? Where is fear the highest?

DeFi Dominates Crypto's "Rule of 40" The Rule of 40, a widely used financial metric within the software sector, serves as a balancing act, requiring a company's combined revenue growth rate and profit margin to ideally equal or exceed 40%. This metric assesses a company's

Sign up for our #publiccomps newsletter to get the latest on SaaS, Tech, Industry Primers, Company Teardowns and more. Subscribe now 👉blog.publiccomps.com Our latest article - Cybersecurity Industry Primer by Eric breaks down the cybersecurity landscape in detail.

What do you think are going to be 10-year generational compounders?

Net dollar retention falling off to relative lows for $SNOW and $MNDY Snowflake is at 131% which is still quite high but down from 160%+ at IPO Monday is 110% down from 125% highs but still much better than 103% near IPO May mean software spend not necessarily expanding

Come check out how $RDDT benchmarks against High Growth SaaS on Public Comps! #publiccomps 📉📈📊 👉publiccomps.com/companies/RDDT

SaaS is still one of the best all time business models.

We are hiring a Founding Engineer at Public Comps If you love startups and tech investing, please reach out! career.publiccomps.com/full-stack-sof…

Big things brewing! Keep your eyes peeled for updates on the latest changes coming your way! 📊📈📉🚀🎉 Track all your essential SaaS metrics on Public Comps! #publiccomps📈 👉publiccomps.com

Palantir trades for 50x ARR 😳 - $2.9B ARR - 30% YoY in revenue growth - 37% Free Cash Flow Stock up ~298% YTD.

What stock do you want us to teardown?

Palantir is a beast of a business $PLTR - $4B ARR - 48% YoY growth - 105x EV/ARR - 128% Net Dollar Retention

Fintech Investors, Payments are happening on chain. Check out the most recent proprietary data from Artemis stablecoin report on stablecoins onchain 👇

OpenAI is $13B ARR +137% YoY with -50% FCF. At $1T, OpenAI trades at 76.9x EV/ARR which would be the highest multiple just behind Palantir at 110x.