No. of Recommendations: 9

Ticker TTM Rev (m) EV (m) Rev Growth EV/S FEV/S
ANET 2,020 16,978 27% 8.4 6.6
AYX 182 3,646 49% 20.0 13.4
ESTC 212 4,904 60% 23.1 14.5
MDB 216 4,512 66% 20.9 12.6
NEWR 413 4,737 31% 11.5 8.8
NTNX 1,160 7,557 13% 6.5 5.8
NVDA 12,420 90,042 -7% 7.2 7.8
OKTA 362 6,811 53% 18.8 12.3
PSTG 1,180 4,112 32% 3.5 2.6
PVTL 582 4,569 27% 7.9 6.2
SHOP 952 15,727 55% 16.5 10.7
SQ 1405 24,506 59% 17.4 11.0
TLND 190 1,218 38% 6.4 4.6
TTD 419.5 5,776 50% 13.8 9.2
TWLO 561 8,831 68% 15.7 9.4
WIX 558 4,323 37% 7.7 5.7
ZS 214 4,938 43% 23.1 16.1


Ok, I refined table as of closing yesterday and just used the market cap on all for ease of tracking.

Does anyone want to stake the claim that a portfolio of ZS, MDB, ESTC, OKTA and AYX will outperform another portfolio of similar revenue growth but lower valuation over the next 3 years?

The alternative portfolio would likely be SHOP, SQ, TTD, NTNX (accepting software growth) since these stocks have similar revenue growth but lower valuations and sit in that middle tier.
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