publiccomps

This looks awesome!

Here's a teardown of the UiPath S1 of the business metrics, product/market, competition, etc: https://blog.publiccomps.com/ui-path-s-1-ipo-teardown/

I just wrote a S-1 teardown of Snowflake: https://blog.publiccomps.com/snowflake-s1-ipo-teardown/

Would love feedback! Included some helpful quotes from this thread too on why Snowflake vs Redshift.

I wrote an article summarizing the S-1 and contextualizing Datadog's metrics against its competitors (New Relic, Elastic, Splunk):

https://medium.com/@jonbma/datadog-s-1-teardown-35934690e76f

A beast of a business indeed

Public Comps co-founder Jon here! Let us know if you all have any thoughts or reaction to our analysis of Crowdstrike which is going public this Wednesday.

Here's the high-level analysis

1/ Crowdstrike is #1 Fastest Growing Public SaaS Company at 108% YoY revenue growth. Move over #Zoom

2/ There's a lot of room for Crowdstrike to grow and continue to replace legacy solutions like McAfee and Symantec which are $B+ revenue behemoths but shrinking or growing slowly.

3/ Crowdstrike has best-in-class net dollar retention at 140% which is #2 among our top SaaS companies.

4/ ⏳Crowdstrike is able to do grow relatively sales efficiently with a payback period of 15 months versus a median of 22 from top SaaS companies.

5/ Unlike Zoom, Crowdstrike is not profitable and has -25% Free Cash Flow margins (lowest among SaaS companies with the exception of Slack)

For valuation expectations and the full analysis, please go to https://lnkd.in/eHGcdpe