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. Her

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 https://lnkd.in/eHGcdpe