Someone shared Albion VC's SaaS evaluation framework with me recently a while back (as long as I've been procrastinating on this article 😆) and I really liked how structured and detailed it was. I will be using this framework to compare 2 popular cloud stocks, Cloudflare and Fastly  Check out the framework here: https://www.albion.vc/sites/default/files/SaaS-AlbionVC.pdf  Albion VC's framework focuses on answering 5 key questions: Does the company provide a valuable service to its customers ? Is the business model sustainable ? Is there product/market fit in an attractive market ? Can the company scale profitably ? What is the company worth ? It also provides some benchmark figures for commonly used SaaS metrics in the Appendix. In this article, I will compare the 2 SaaS companies and evaluate them against this framework. All metrics are in annualised figures unless otherwise stated Introducing Cloudflare and Fastly... Since I'm vested in...