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"AVPT (fully valued): SaaS data mgmt co. w/ 22% Q3 rev growth to $88.8M, 45% SaaS rev growth. ARR +23% to $308.9M, NRR 110%. Strong tailwinds: digitization, compliance, AI. New products: Opus, tyGraph, Backup Express. Ydentic acquisition boosts MSP offering. FY24 guidance: $327.8M-$329.8M rev, 14% op margin. Fully valued at 9.44x EV/S."
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