Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

Algosun Global

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/freshworks-inc" target="_blank" data-smartkarma-citation="entities:34147:1" rel="noopener">Freshworks (FRSH US)</a>  upgraded its revenue guidance to ~$502M at the top end for FY22 and reported a 42% year-over-year revenue growth rate in 1QFY22. </li>
<li>We were impressed with subscription revenue growth, lower-than-expected loss, customer expansion, and efficient SaaS metrics. </li>
<li>We analyzed multiples of 50 publicly listed software companies with various growth profiles and split SaaS/Fintech companies into four growth groups.</li>
</ul>



Freshworks (FRSH US)  upgraded its revenue guidance to ~$502M at the top end for FY22 and reported a 42% year-over-year revenue growth rate in 1QFY22. 
We were impressed with subscription revenue growth, lower-than-expected loss, customer expansion, and efficient SaaS metrics. 
We analyzed multiples of 50 publicly listed software companies with various growth profiles and split SaaS/Fintech companies into four growth groups.


Freshworks: Solid 1Q and Strong Outlook Despite Delays With Closing Deals in Europe

Equity Analyst, Investi Analyst

Investi Analyst

Equity Analyst

Investment Entrepreneur / Equity Analyst.

<ul>
<li>Asana and monday.com are some of the fastest-growing and highest-valued project management software within the tech sector.</li>
<li>In digitized work-from-home, many corporations have turned to these platforms to manage collaborations, communication, operations, and structure workflows.</li>
<li>The market has given both monday.com and Asana a premium valuation suggesting that Investors believe both companies could have tremendous future revenue growth runway ahead.</li>
</ul>


Asana and monday.com are some of the fastest-growing and highest-valued project management software within the tech sector.
In digitized work-from-home, many corporations have turned to these platforms to manage collaborations, communication, operations, and structure workflows.
The market has given both monday.com and Asana a premium valuation suggesting that Investors believe both companies could have tremendous future revenue growth runway ahead.


Monday.com Vs. Asana Deep-Dive: Exploring The Fastest Growing Tech Segment Of The Enterprise

United States

Asana, Inc. provides provides software solutions. The Company offers work management platform that helps teams orchestrate work, from daily tasks to cross-functional strategic initiatives. Asana serves customers worldwide.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Asana (ASAN US)

Freshworks: Solid 1Q and Strong Outlook Despite Delays With Closing Deals in Europe

Freshworks reported solid 1QFY22 earnings results and raised outlook for FY22. We believe the company may sustain 30%+ subscription revenue growth...

Andrei Zakharov

Monday.com Vs. Asana Deep-Dive: Exploring The Fastest Growing Tech Segment Of The Enterprise

Asana and monday.com are some of the fastest-growing and highest-valued project management software within the tech sector. In digitized...

Investi Analyst

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)