주식/증권
➡️ 중립
1 Software Stock with Impressive Fundamentals and 2 We Brush Off
요약
Software is rapidly reducing operating expenses for businesses. This secular theme makes SaaS companies attractive investment candidates but also comes with higher valuations that cause volatility. Unfortunately, the rich prices have haunted them over the past six months as the industry has shed 12.4%. This drawdown is a far cry from the S&P 500’s 13.3% ascent.