Thoughts on best values (based on current estimates). If estimates low which i think they are for $roku & estc then is even better:

1) $roku: 9x 21 revs growing mid 35%, 7% cheaper than #2
2) $tlnd: 4x 21 revs growing 13%, 10% cheaper than #3
3) $pins: 11x 21 revs growing 35%

4) $estc: 11x 21 revs growing 27% 15% more expensive than $pins & 10% cheaper than #5
5) $pd: 9.5x 21 revs growing 22%, 12% cheaper than #6
6) $ayx: 12x 21 revs growing 25%, 20% cheaper than #7
7) $fsly: 20x 21 revs growing 33%, 3% cheaper than #8

8) $etsy: 8.5x 21 revs growing 14%, 3% cheaper than #9
9) $ttd: 22x 21 revs growing at 35%, 8% cheaper than #10
10) $twlo: 17.5x 21 revs growing 25%

I believe estimates are low for $roku, $pins, $estc, $fsly so make bets acclrdingly but this is based on analyst estimates next yr

Difference from #1 name $roku and #10 name $twlo is: $twlo is 2.6x more expensive than $roku and has same revenue this year and predicted to grow less next year...