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Subject:  Re: Let's Refine the P/S Discussion Date:  12/10/2018  5:57 PM
Author:  tchalla Number:  106520 of 115954

I think that the next company to rapidly expand its P/S to give AYX, TTD or TWLO in 2018 type returns could be a stock on our radar that starts to accelerate sales, clears up FUD, or one that is recognised as maintaining crazy growth rates.

If the INST new CEO/corporate learning market focus is successful, it is a candidate with current 2019 P/S of 4.9 based on 27% rev growth. 32% drops P/S to 4.7

If STNE keeps up >100% growth, its 2019 P/S drops to 5,

If PAGS growth is around 50%, its next year p/s is around 4.5

NTNX we all know about. Seems like the most like candidate to me... if it can grow software revs at 50%, its next year P/S is 3.3 or so.
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