The Software Equity Group (SEG) regularly publishes quantitative research on the software and SaaS market M&A activity. The SEG SaaS Index contains dozens of publicly traded SaaS companies. They recently published their SEG 2023 Annual SaaS Report. It provides a ton of data on SaaS valuations and financial operating metrics. The impact of the market downturn can be clearly seen across all categories of SaaS.
I have extracted a few key data points including:
- SEG SaaS Index: YTD Stock Market Performance
- SEG SaaS Index: Public Market Multiples
- TTM Revenue Growth Rate Distribution
- SEG SaaS Index: Public Market Multiples Monthly TTM
- SEG SaaS Index: Financial Performance
- Select Companies by Weighted Rule of 40%
- Median TTM Revenue Growth by SaaS Category
- Median EV/TTM Revenue Multiple by SaaS Category
- SEG SaaS Index: Top 20 By EV/TTM Revenue
- SEG SaaS Index: Bottom 20 By EV/TTM Revenue
- M&A Volume: Overall Software Industry
- SaaS M&A Highlights: Deal Volume
- SaaS M&A Highlights: Top Product Categories By Deal Volume
SEG SaaS Index: YTD Stock Market Performance
SEG SaaS Index: Public Market Multiples
TTM Revenue Growth Rate Distribution
SEG SaaS Index: Public Market Multiples Monthly TTM
SEG SaaS Index: Financial Performance
Select Companies by Weighted Rule of 40%
Median TTM Revenue Growth by SaaS Category
Median EV/TTM Revenue Multiple by SaaS Category
SEG SaaS Index: Top 20 By EV/TTM Revenue
SEG SaaS Index: Bottom 20 By EV/TTM Revenue
M&A Volume: Overall Software Industry
SaaS M&A Highlights: Deal Volume
SaaS M&A Highlights: Top Product Categories By Deal Volume
Also published on Medium.
John Mecke
View More PostsJohn is a 25 year veteran of the enterprise technology market. He has led six global product management organizations for three public companies and three private equity-backed firms. He played a key role in delivering a $115 million dividend for his private equity backers – a 2.8x return in less than three years. He has led five acquisitions for a total consideration of over $175 million. He has led eight divestitures for a total consideration of $24.5 million in cash. John regularly blogs about product management and mergers/acquisitions.
