The Elephant in the Room

1 minute read

By David Toms

Hg's Head of Research, David Toms, demonstrates how an investment strategy based on B2B software stands up in the cold light of data.

David has looked at data that underpins the market trends and covers three main points:

  1. Valuation – the elephant in the room

  2. What drives growth?

  3. How this growth is going to keep going?

This video offers a comparative analysis of EV/EBITDA metrics between software and non-software companies, providing valuable perspectives for investors navigating these strategic landscapes. . David Toms shares what this might mean for the future of the Software and Services industry in which Hg invests.

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