Peers
| Fundamentals | Returns | Valuation | Growth | |||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | Name | Mkt Capsorted ascending | Revenue | Price %, 6M | Returns, 3Y | P/E | P/S | MktCap/EBT | ROE (%) | Rev 1-Yr | Inc 1-Yr | Industry |
| LARGE-CAP | ||||||||||||
| MSFT | Microsoft | 2.1T | 204.1B | 8.76% | 19.68% | 30.5 | 10.08 | 24.91 | 36.83% | 10.38% | -5.25% | Software |
| ORCL | Oracle | 228.6B | 46.1B | 21.18% | 21.91% | 25.98 | 4.96 | - | -106.61% | 11.29% | -14.28% | Software |
| CRM | Salesforcecom | 186.7B | 31.4B | 20.72% | 7.37% | 897.78 | 5.96 | 282.94 | 0.36% | 19.41% | -85.60% | Software |
| ADBE | Adobe | 163.2B | 17.6B | 11.39% | -0.19% | 34.32 | 9.27 | 27.17 | 33.85% | 11.54% | -1.37% | Software |
| INTU | Intuit | 117.5B | 13.7B | -3.94% | 16.52% | 60.38 | 8.59 | 46.37 | 12.28% | 19.89% | -10.41% | Software |
| NOW | ServiceNow | 89.8B | 7.2B | -0.83% | 13.65% | 276.19 | 12.39 | 224.96 | 6.46% | 22.88% | 41.30% | Software |
| SNPS | Synopsys | 57.0B | 5.2B | 16.74% | 41.35% | 60.47 | 11.02 | 53.39 | 16.72% | 14.84% | 3.70% | Software |
| CDNS | Cadence Design Systems | 56.7B | 3.6B | 23.54% | 48.10% | 66.75 | 15.91 | 54.21 | 30.93% | 19.19% | 21.98% | Software |
| WDAY | Workday | 49.0B | 6.2B | 21.06% | 10.20% | -133.7 | 7.89 | -188.62 | -6.57% | 20.96% | -1348.59% | Software |
| ADSK | Autodesk | 43.3B | 5.0B | 0.42% | 7.40% | 52.65 | 8.66 | 45.8 | 68.32% | 14.10% | 65.59% | Software |
| CRWD | CrowdStrike Holdings | 31.2B | 2.2B | -24.38% | 48.42% | -170.35 | 13.93 | -195.24 | -12.32% | 54.40% | 21.96% | Software |
| TTD | Trade Desk | 28.7B | 1.6B | -10.99% | 40.18% | 538.19 | 18.21 | 225.57 | 2.52% | 31.87% | -61.25% | Software |
| ANSS | ANSYS | 27.3B | 2.1B | 28.34% | 9.48% | 52.21 | 13.24 | 47.53 | 10.76% | 8.33% | 15.20% | Software |
| DDOG | Datadog | 21.9B | 1.7B | -25.98% | 24.19% | -436 | 13.06 | -574.46 | -3.56% | 62.82% | -141.79% | Software |
| ZM | Zoom Video Communications | 20.9B | 4.4B | -9.72% | -12.89% | 201.15 | 4.75 | 83.69 | 1.67% | 7.15% | -92.46% | Software |
| HUBS | HubSpot | 19.6B | 1.7B | 34.13% | 42.76% | -174.22 | 11.35 | -187.63 | -11.36% | 33.08% | -44.85% | Software |
| NET | Cloudflare | 18.1B | 975.2M | -6.23% | 42.58% | -93.78 | 18.6 | -95.08 | -30.99% | 48.57% | 25.71% | Software |
| ZS | Zscaler | 15.7B | 1.3B | -36.47% | 36.98% | -48.32 | 11.64 | -49.93 | -61.41% | 56.83% | 1.82% | Software |
| CTXS | Citrix Systems | 13.2B | 3.3B | 2.37% | 3.45% | 39.86 | 3.97 | 55.48 | 40.08% | 4.72% | -9.02% | Software |
| AZPN | Aspen Tech | 12.1B | - | -9.91% | 28.49% | 44.35 | 17.39 | 37.52 | - | - | - | Software |
| MID-CAP | ||||||||||||
| DOCU | Docusign | 11.8B | 2.4B | -0.05% | -9.90% | -89.07 | 4.85 | -94.81 | -28.34% | 24.52% | -18.60% | Software |
| PLAN | Anaplan | 9.6B | 631.5M | 38.18% | 7.81% | -45.68 | 15.19 | -44.6 | -85.22% | 33.30% | -26.60% | Software |
| MANH | Manhattan Asso | 8.9B | 767.1M | 2.67% | 35.01% | 69.2 | 11.63 | 56.44 | 56.86% | 15.59% | 16.73% | Software |
| GWRE | Guidewire Software | 6.5B | 869.9M | 18.63% | -1.70% | -33 | 7.53 | -32.2 | -16.27% | 13.87% | -103.37% | Software |
| SAIL | SailPoint Tech Holdings | 6.2B | 495.4M | 59.78% | 43.73% | -67.18 | 12.48 | -70.21 | -24.08% | 26.83% | -146.00% | Software |
| NTNX | Nutanix | 5.8B | 1.6B | 6.92% | 19.11% | -12.18 | 3.55 | -12.73 | - | 12.04% | 59.90% | Software |
| ALTR | Altair Engineering | 5.4B | 572.2M | 42.37% | 31.87% | -124.22 | 9.43 | -191.22 | -7.62% | 7.52% | -393.85% | Software |
| SPSC | SPS Commerce | 5.4B | 450.9M | 19.17% | 48.06% | 97.24 | 11.89 | 75.16 | 10.27% | 17.03% | 23.63% | Software |
| WK | Workiva | 5.1B | 537.9M | 37.75% | 45.47% | -55.63 | 9.41 | -56.85 | -1520.09% | 21.34% | -141.05% | Software |
| TENB | Tenable Holdings | 5.1B | 683.2M | 18.30% | 29.14% | -54.84 | 7.4 | - | -34.05% | 26.25% | -97.57% | Software |
| APPF | AppFolio | 4.2B | 471.9M | 17.44% | 5.94% | -62.31 | 9 | -63.62 | -25.65% | 31.31% | -6726.36% | Software |
| BL | Blackline | 4.0B | 522.9M | -4.01% | 6.39% | -135.08 | 7.59 | -83.74 | -26.27% | 22.84% | 74.48% | Software |
| AYX | Alteryx | 3.9B | 855.4M | -13.06% | -18.09% | -12.37 | 4.6 | -12.55 | -183.41% | 59.54% | -77.26% | Software |
| APPN | Appian | 3.1B | 468.0M | -13.13% | 4.90% | -20.53 | 6.62 | -20.62 | -103.58% | 26.74% | -70.26% | Software |
| VRNS | Varonis Systems | 2.8B | 473.6M | -4.36% | 5.08% | -22.32 | 5.87 | -25.08 | -24.80% | 21.40% | -6.55% | Software |
| MSTR | MicroStrategy | 2.7B | 499.3M | 10.28% | 26.91% | -1.85 | 5.46 | -2.06 | 383.64% | -2.25% | -174.48% | Software |
| PING | Ping Identity Holding | 2.4B | 308.3M | -0.42% | 20.82% | -23.16 | 7.93 | -20.86 | -15.05% | 13.75% | -237.98% | Software |
| RPD | Rapid7 | 2.4B | 685.1M | -17.34% | 1.84% | -19.03 | 3.46 | -19.4 | 103.87% | 27.96% | 14.77% | Software |
| SMALL-CAP | ||||||||||||
| QTWO | Q2 Holdings | 1.4B | 565.7M | -38.48% | -29.10% | -12.88 | 2.48 | -13.23 | -26.01% | 13.42% | 3.34% | Software |
| EVBG | Everbridge | 1.4B | 431.9M | -11.34% | -33.33% | -22.09 | 3.13 | -21.26 | -21.16% | 17.22% | 35.47% | Software |
| ZUO | Zuora | 1.2B | 383.7M | 17.95% | 6.16% | -9.91 | 3.24 | -10.02 | -68.13% | 14.43% | -50.89% | Software |
| MODN | Model N | 1.2B | 226.8M | 3.27% | 13.70% | -46.18 | 5.38 | -49.02 | -23.48% | 12.12% | 14.36% | Software |
| YEXT | Yext | 1.2B | 399.9M | 97.51% | -10.68% | -14.32 | 2.91 | -14.67 | -62.57% | 4.73% | 8.15% | Software |
| OSPN | VASCO Data Security International | 727.4M | 219.0M | 92.93% | 12.34% | -50.39 | 3.32 | -62.21 | -7.10% | 2.11% | 52.81% | Software |
| ECOM | ChannelAdvisor | 667.7M | 174.0M | 82.53% | 37.05% | 17.93 | 3.84 | 48.96 | 22.00% | 7.03% | 89.32% | Software |
| SCWX | SecureWorks | 648.8M | 476.0M | -13.26% | -9.09% | -7.79 | 1.36 | -5.77 | -14.21% | -12.99% | -105.29% | Software |
| EBIX | Ebix | 454.1M | 1.1B | -37.76% | -3.19% | 6.29 | 0.43 | 5.64 | 11.69% | 11.74% | -0.07% | Software |
| SSTI | Shotspotter | 452.3M | 7.0M | 27.46% | 4.78% | 70.84 | 64.61 | 59.89 | 6.96% | -87.96% | 244.10% | Software |
| DMRC | Digimarc | 373.2M | 30.2M | 13.06% | 17.49% | -6.24 | 12.36 | -6.25 | -61.27% | 13.87% | -72.04% | Software |
| BNFT | Benefitfocus | 361.1M | 249.1M | 24.85% | -18.35% | -19.6 | 1.45 | -16.86 | - | -5.72% | 42.56% | Software |
| LPSN | LivePerson | 310.5M | 516.1M | -11.26% | -22.10% | -1.33 | 0.6 | -1.27 | -261.28% | 15.22% | -164.63% | Software |
| ASUR | Asure Software | 278.0M | 95.8M | 161.24% | 26.75% | -19.21 | 2.9 | -19.36 | -9.97% | 25.98% | -553.05% | Software |
| VERI | Veritone | 183.4M | 136.9M | -27.17% | 40.12% | -15.35 | 1.81 | -4.66 | -16.89% | 82.58% | 40.08% | Software |
| UPLD | Upland Software | 152.1M | 317.3M | -49.15% | -42.91% | -2.22 | 0.48 | -2.17 | -22.15% | 5.06% | -17.52% | Software |
| SNCR | Synchronoss Tech | 85.7M | 264.8M | -28.40% | -31.84% | 14.86 | 0.32 | 11.26 | 8.80% | -4.10% | 117.07% | Software |
| SMSI | Smith Micro Software | 60.8M | 43.8M | -61.62% | -36.07% | -2.4 | 1.39 | -2.41 | -30.36% | -21.99% | 4.31% | Software |
| MRIN | Marin Software | 16.4M | 20.0M | -45.83% | -6.05% | -0.9 | 0.82 | -0.91 | -55.72% | -18.02% | -40.81% | Software |