Did some maths today on cloud computing cos, ranked by prospect:
#Toast ($TOST)
#Paycom ($PAYC)
#Square ($SQ)
#Dropbox ($DBX)
#PayPal ($PYPL)
#Zoominfo ($ZI)
#Definitive Health ($DH)
#Paylocity ($PCTY)
#Adobe ($ADBE)
#Zoom ($ZM)
Expect doubling valuation by next bull run.
Factors considered:
Market Cap, Valuation/Annual Revenue, Valuation/Forward Revenue, Efficiency, Revenue Growth Rate, Gross Margin, LTM FCF Margin
