Ai Valuation
2 articles

Markets
Valuing AI-Heavy Companies: A Premium-and-Discount Framework for Adapting Traditional Models
Traditional valuation models require deliberate adjustment for AI-intensive companies by incorporating AI-specific value drivers and risk factors into cash flow projections and discount rates. This framework helps investors systematically assess premiums and discounts for AI-driven advantages and potential obsolescence.
Alex Petrenko·October 19, 2026

Markets
Beyond P/E: How to Value High-Growth SaaS and AI Companies
High-growth SaaS and AI companies require valuation methods beyond traditional P/E ratios, focusing on metrics like ARR multiples, EV/EBITDA, and LTV/CAC. The depth of AI integration is a critical factor in determining premium valuations in today's market.
Samuel Holloway·October 17, 2026