High-growth software · quarterly valuation movies
Growth vs. valuation, quarter by quarter
Each bubble is a company. Revenue growth runs across, the EV multiple runs up. Press play to watch the group re-rate, or pick tickers to follow.
How to read this
- Each dot is a company. Further right means faster expected revenue growth; higher up means a richer EV multiple.
- The dashed line is the best fit across all companies that quarter. Dots above it trade at a premium for their growth; dots below trade at a discount.
- R² shows how closely valuation tracked growth that quarter, from 0 (no relationship) to 1 (multiples line up exactly with growth). The small chart tracks it over time.
- Play steps through the quarters. Type a ticker or click a dot to follow it in red with its path. The axes auto-fit as the movie plays, so watch the tick values. Turn auto-fit off for fixed axes, or pull an axis end inward to zoom.
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Data for this quarter
| Ticker | Growth | Multiple |
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