Amplitude AMPL
Application Software B2B SaaS Data & Analytics Enterprise Software PLG

Amplitude trades at 4.0x EV/NTM revenue on a $1.71B enterprise value. Revenue grew 21.2% year over year to $100.9M in the quarter ending June 2026, an annual run rate of $403.0M. Amplitude reports net dollar retention of 103%, a 68.5% gross margin, and 46.5-month CAC payback.

ARR ($M)
410.0
Net Dollar Retention
103%
ARR Growth
22.4%
EV / NTM Revenue
4.0x
Payback Period
46.5
EV / Run Rate
4.2x
Price & Key Metrics
Price Performance
Company Details
Share Price: 14.3
Last Filing Date: 2026-06-30
Fiscal Year End: 12-31
Last Filing: Form
Founding Year: 2012
IPO Year: 2021
% of 52 wk High: 100%
Description
Amplitude's Digital Optimization System serves as the command center for businesses to connect digital products to business outcomes. Digital optimization is emerging as a strategic investment for every company to survive in the digital-first world.
Reporting Notes
Publishes full-time employee count in 10-K under Sales and Marketing. NDR/Customers are both published in 10-Qs under Customer Acquisition and Expansion.
Categories
Application Software B2B SaaS Data & Analytics Enterprise Software PLG
Valuation
Market Cap: 1,786.3
Enterprise Value: 1,712.524
EV / Revenue Run Rate: 4.2x
EV / NTM Revenue: 4.0x
EV / 2026 Revenue Estimates: 4.3x
EV / 2027 Revenue Estimates: 3.7x
EV / 2028 Revenue Estimates: 3.1x
Key Business Metrics
Net Dollar Retention: 103%
Customers: --
ARR: 410.0
ARR Growth %: 22%
ARR/Customer ($K): --
ARR/Employee ($K): 512
Revenue
Revenue Run Rate: 403
ARR: 410.0
2026 Revenue Estimates: 399
2027 Revenue Estimates: 461
2028 Revenue Estimates: 547
LTM Revenue: 374
Last Year Run Rate: 333
Growth
Revenue Growth: 21%
ARR Growth: 22%
Growth Persistence: 156%
2026 Revenue Growth Estimates: 17%
2027 Revenue Growth Estimates: 16%
2028 Revenue Growth Estimates: 19%
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is Amplitude growing?

Amplitude grew revenue 21.2% year over year, reaching $100.9M in the quarter ending June 2026.

What multiple does Amplitude trade at?

Amplitude trades at 4.0x EV/NTM revenue and 4.2x EV/run-rate, on an enterprise value of $1.71B.

Is Amplitude profitable?

For Amplitude, operating income was -$35.2M last quarter and LTM free cash flow margin is 6.7%.

What is Amplitude's net dollar retention?

Amplitude reports net dollar retention of 103%, measuring revenue expansion within its existing customer base.

How long does it take Amplitude to pay back CAC?

Amplitude recovers customer acquisition cost in about 46.5 months.

What sector is Amplitude in?

Public Comps classifies Amplitude under Application Software, B2B SaaS, Data & Analytics, Enterprise Software, and PLG.

Where does Public Comps get Amplitude's data?

Figures come from Amplitude's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.