RE:The real numbers behind BWLK revealed Pretty solid performance with 22% YoY revenue growth. I think FY2020 is going to be a big year for them as they continue to add large clients. They are right, enterprise clients continue to seek out solutions that offer a high ROI from a productivity standpoint.
Looking at companies like VPY and PFM that are trading well above 3x EV/ARR (well above in the case of the former), there is a significant opportunity here for investors to get in at a ridiculously low valuation.