SaaS sector fell below market valuation for the first time on record. Breaking down which names are actually cheap vs. just lower priced.

Hi r/investing, I'm the GM of the stock research side at Obermatt, a Swiss investment research firm that ranks stocks across 60+ markets on four factors (Value, Growth, Safety, Sentiment) relative to industry peers. Standard disclosure: this is our own research, sharing it here because I think the framework is useful for this community, not to sell anything. The AI-driven selloff pushed the entire SaaS sector below the broad market on forward earnings for the first time on record. That's a meani