SaaS valuation collapse: Public software now trades below S&P 500 for first time

SaaS valuation collapse: Public software now trades below S&P 500 for first time

8h ago
SaaStr ARMARM Gtm_strategy New

The Gist

  • Top 25 B2B SaaS firms lost 50% market cap in six months
  • Forward P/E multiples crashed from 84x to 22.7x since 2021
  • DigitalOcean only gainer at +49.6% YTD while Atlassian plunged -53%

RevBots.ai View:

The ARM model's cost efficiency becomes critical as public markets punish traditional SaaS bloat.

Full Story: SaaStr →