GTM Software Trades at a Fraction of Infra and Security Valuations

GTM Software Trades at a Fraction of Infra and Security Valuations

5h ago
SaaStr AI SprinklerAS Gtm_strategy New

The Gist

  • Salesforce bought Braze for $5.66B, a 58% premium over its 3.7x trailing revenue multiple
  • GTM software trades at a median 2.7x, while infra and security firms trade at 22.6x
  • CrowdStrike grew 26% like Braze but trades at 42.6x vs. Braze’s 3.7x
  • Investors expect AI to drive infra and security revenue more than GTM apps

RevBots.ai View:

GTM software’s low valuation multiples signal investor skepticism about AI’s impact on revenue growth compared to infra and security.

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