Clouded Judgement 9.1.23 - Are Software Companies Over or Undervalued?
SEPTEMBER 1, 2023
Every week I’ll provide updates on the latest trends in cloud software companies. Follow along to stay up to date! Subscribe now Are Software Companies Over or Undervalued? Today I wanted to dig in to this question and its implications: “Are software companies fairly valued today?” Every week I post a number of charts and tables, but the most popular chart shows the software universe’s median revenue multiple, the long term average, and the 10Y (below).