I Ranked Nearly 20 SaaS Stocks To See Who'd Survive
Summary
Opinions
TEAM (stock, NASDAQ)
The valuation is considered attractive right now, although the company is in the 'fragile' category due to AI disruption.
HUBS (stock, NYSE)
The valuation is described as 'extremely attractive', but the company is categorized as 'fragile' due to the threat from AI.
CRM (stock, NYSE)
The valuation is attractive if the company can navigate the AI transition, but it faces significant risks from AI-native competitors and the speaker is 'thinking twice' about owning it.
ASAN (stock, NYSE)
Considered fairly valued (rated a 'four' on the speaker's scale) and not cheap, despite its price fall. It is categorized as a 'fragile' company facing threats from AI.
MNDY (stock, NASDAQ)
The valuation is described as 'extremely attractive', but the company is categorized as 'fragile' due to the threat from AI.
ADBE (stock, NASDAQ)
The valuation is considered very attractive, but this is balanced by the company facing a significant 'existential threat' from AI.
ZM (stock, NASDAQ)
The speaker does not think Zoom is a 'pretty good deal' at its current price, noting the valuation has been driven by investments rather than the core business.
Topics
Impact of AI on SaaS Stocks (SAS Apocalypse)
Framework for Analyzing SaaS Stocks
Valuation Methodology for Stocks
Deterministic vs. Probabilistic SaaS Companies
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