For those who are time and/or numbers challenged (like me) when it comes to finding and calculating the key metrics by which our SaaS stocks are measured according to Saul’s criteria, www.publiccomps.com is an invaluable resource/service.
They also link to the exact location in SEC filing from where they obtained the information. They provide pre-set (and customizable) groupings of stocks (ex. high growth SaaS, Data & Analytics, DevOps/Dev Tools etc.) so you can compare key metrics of stock within a particular category.
I also just subscribed to their newsletter and the first one I received (yesterday) includes a deep dive analysis and breakdown of Atlassian’s (TEAM) recent quarterly earnings including the earnings call.
Really great stuff.
They have both a free and paid subscription. I’ll be sticking with ‘free’ for now. Hope this is helpful.