Newsletter - Public Comps

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A collection of 10 posts

Public Comps Weekly Update - 2022.06.21

The recent drawdown has effectively taken the Median multiple back to Mar’20 / COVID trough, significantly lower than pre-COVID Dec’19 levels

Public Comps Team Jun 21, 2022 • 8 min read

SaaS multiples have contracted 32% as quantitative tightening accelerates. We contextualize it in this piece.

Jimmy Zhou Mar 1, 2022 • 5 min read

Year-in-review of 2021.

Jimmy Zhou, Aneesh Tekulapally Jan 4, 2022 • 5 min read

We break down Unity's largest ever acquisition of Weta Digital for $1.63B, and what it means for Unity's future.

Jimmy Zhou Nov 13, 2021 • 7 min read

We break down a variant perception of Zoom $ZM in the shadow of the Five9 acquisition fallout.

Jimmy Zhou Oct 21, 2021 • 11 min read

Update on the current state of B2B SaaS and Snowflake Q2 FY22 earnings teardown.

Jimmy Zhou Aug 29, 2021 • 10 min read

Public Comps Dashboard 8/22 and analysis on Marqeta Q2 '21 Earnings

Aneesh Tekulapally Aug 22, 2021 • 6 min read

Public Comps Dashboard 8/11/2021 and breakdown of Unity Software (U) Q2'21.

Jimmy Zhou Aug 11, 2021 • 7 min read

Public Comps Dashboard 8/4 and analysis on Square + Afterpay acquisition

Aneesh Tekulapally Aug 5, 2021 • 6 min read

Public Comps Dashboard 7/25/2021 and analysis of Zoom + Five9 acquisition

Jon Ma Jul 25, 2021 • 4 min read