Application software stocks

Companies

132

Combined market cap

$2T

Median PE

26.6×

Median revenue growth

+8.9%

Median net margin

4.4%

Company	Market cap	PE	P/S	Revenue growth	Net margin	Dividend yield
SHOPShopify	$217B	113×	16.4×	+33%	14.5%	n/m
CRMSalesforce	$204.6B	22.7×	4.7×	+11%	22.0%	0.70%
NOWServiceNow	$164.4B	99.3×	11.2×	+22%	11.3%	n/m
UBERUber Technologies	$136.2B	14.7×	2.5×	+17%	17.3%	n/m
ADPAutomatic Data Processing	$120.8B	27.8×	5.5×	+7%	20.1%	2.24%
SNOWSnowflake	$114.8B	n/m	21.1×	+32%	−20.1%	n/m
ADBEAdobe	$102.7B	14.7×	4.0×	+12%	28.0%	n/m
DDOGDatadog	$96.8B	n/m	24.4×	+32%	4.5%	n/m
INTUIntuit	$91.8B	20.8×	4.3×	+14%	21.3%	1.45%
CDNSCadence Design Systems	$87.2B	62.9×	14.9×	+15%	23.6%	n/m
APPAppLovin	$87.1B	20.0×	12.8×	+48%	64.6%	n/m
TEAMAtlassian	$57.6B	n/m	8.8×	+26%	−0.8%	n/m
MSTRStrategy	$56.1B	n/m	113×	+8%	n/m	n/m
ADSKAutodesk	$52.7B	32.7×	6.8×	+18%	21.1%	n/m
VEEVVeeva Systems	$52.3B	52.8×	15.1×	+17%	29.3%	n/m
WDAYWorkday	$50.6B	42.6×	5.0×	+13%	12.3%	n/m
ROPRoper Technologies	$43.3B	18.1×	5.2×	+11%	30.2%	0.83%
ZMZoom Communications	$27.9B	n/m	5.6×	+5%	65.2%	n/m
SSNCSS&C Technologies	$19.5B	23.9×	3.0×	+9%	13.2%	1.34%
UUnity Software	$18B	n/m	8.8×	+14%	−29.0%	n/m
FICOFair Isaac	$17.6B	23.6×	7.4×	+24%	34.1%	n/m
FLUTFlutter Entertainment	$13.9B	n/m	0.8×	+15%	−0.4%	n/m
HUBSHubSpot	$13.5B	96.4×	3.9×	+21%	4.3%	n/m
PINSPinterest	$12.6B	65.6×	2.8×	+17%	5.5%	n/m
TEMTempus AI	$12.2B	n/m	8.5×	+50%	−17.8%	n/m
FDSFactset Research Systems	$11.8B	21.8×	4.8×	+7%	23.2%	n/m
DOCNDigitalOcean	$11B	42.8×	10.8×	+21%	23.3%	n/m
ESTCElastic	$10.8B	28.9×	6.0×	+16%	20.8%	n/m
SNAPSnap	$10.7B	n/m	1.7×	+13%	−4.9%	n/m
MTCHMatch	$10.5B	16.2×	3.0×	+2%	20.2%	n/m
HNGEHinge Health	$9B	85.1×	12.5×	+50%	15.1%	n/m
RNGRingCentral	$7B	66.7×	2.7×	+5%	4.3%	0.33%
TTDTrade Desk	$6.1B	15.5×	2.0×	+12%	13.6%	n/m
PEGAPegasystems	$6B	20.6×	3.4×	+4%	18.7%	n/m
NIQNIQ Global Intelligence	$5.9B	n/m	1.3×	+9%	−8.0%	n/m
APLDApplied Digital	$5.5B	n/m	6.5×	n/m	−41.2%	n/m
QBTSD-Wave Quantum	$4.3B	n/m	n/m	−44%	n/m	n/m
LIFLife360	$3.7B	26.6×	6.4×	+34%	25.7%	n/m
FAFirst Advantage	$3.6B	152×	2.2×	+33%	1.5%	n/m
MGNIMagnite	$3.3B	22.0×	4.4×	+8%	22.5%	n/m
PPLIPeople	$2.9B	n/m	1.4×	−8%	16.0%	n/m
LFTOLiftoff Mobilecaveat	$2.8B	n/m	n/m	n/m	n/m	n/m
FIVNFive9	$2.8B	54.5×	2.3×	+9%	4.9%	n/m
CARGCarGuruscaveat	$2.8B	17.1×	2.9×	+14%	18.2%	n/m
RUMRUM	$2.8B	n/m	23.8×	+13%	n/m	n/m
DXCDXC Technology	$2.6B	23.0×	0.2×	−2%	1.0%	n/m
CSQRCsquarecaveat	$2.5B	n/m	n/m	n/m	n/m	n/m
GRNDGrindr	$2.4B	26.8×	4.7×	+32%	18.7%	n/m
RAMPLiveRamp	$2.3B	15.7×	2.8×	+9%	18.7%	n/m
DVDoubleVerify	$2.1B	37.6×	2.7×	+8%	7.7%	n/m
INODInnodata	$2B	45.0×	6.4×	+39%	14.7%	n/m
INFQInfleqtioncaveat	$2B	n/m	48.0×	n/m	n/m	n/m
EVTCEVERTEC	$1.9B	21.1×	1.9×	+12%	9.8%	n/m
DJTTrump Media & Technology	$1.8B	n/m	n/m	+22%	n/m	n/m
GDRXGoodRx	$1.2B	88.5×	1.5×	−2%	2.1%	n/m
HAWKHawkEye 360caveat	$1.2B	n/m	n/m	n/m	n/m	n/m
LZLegalzoom.Com	$1.2B	77.7×	1.5×	+12%	2.1%	n/m
CLVTClarivate	$1.2B	n/m	0.5×	−3%	−13.8%	n/m
UPWKUpwork	$1.2B	12.5×	1.5×	+2%	12.9%	n/m
IBTAIbotta	$1.1B	n/m	3.3×	−7%	−3.2%	n/m
TRIPTripAdvisor	$1.1B	n/m	0.6×	−2%	0.3%	n/m
HSTMHealthstream	$1B	48.8×	3.2×	+9%	6.6%	n/m
NXDRNextdoor	$940M	n/m	3.4×	+10%	−11.1%	n/m
TBLATaboola.comcaveat	$921.2M	n/m	0.5×	+8%	6.1%	n/m
DSPViant Technologycaveat	$918M	n/m	2.4×	+22%	2.2%	n/m
SHAZSharonAIcaveat	$822.4M	n/m	n/m	n/m	n/m	n/m
CEVACeva	$805.8M	n/m	7.0×	+9%	−9.5%	n/m
EVEREverQuote	$801.4M	7.4×	1.1×	+23%	15.2%	n/m
PLTKPlaytika	$787.6M	n/m	0.3×	+6%	−9.9%	n/m
BMBLBumble	$786.5M	n/m	0.9×	−13%	−58.0%	n/m
PUBMPubMatic	$785.3M	n/m	2.7×	−1%	−4.7%	n/m
TASKTaskUs	$784.8M	7.4×	0.6×	+11%	8.8%	n/m
YEXTYext	$727.5M	38.7×	1.6×	−1%	5.9%	n/m
MNTNMNTN	$724.1M	12.9×	2.3×	+21%	18.0%	n/m
RXTRackspace Technology	$721.3M	n/m	0.3×	+0%	−5.9%	n/m
NRDSNerdwallet	$698.7M	12.3×	0.8×	+12%	7.6%	n/m
IBEXIBEX	$627.1M	15.1×	1.0×	+15%	7.2%	n/m
SABRSabre	$613.4M	n/m	0.2×	+2%	25.1%	n/m
CARSCars.com	$585.6M	19.2×	0.8×	+1%	4.7%	n/m
BRUNBoost Runcaveat	$574.3M	n/m	n/m	n/m	n/m	n/m
OOMAOoma	$545.7M	52.0×	1.8×	+17%	3.6%	n/m
ZIPZiprecruiter	$382.4M	13.3×	0.8×	+0%	6.2%	n/m
EGHT8X8	$307.6M	53.3×	0.4×	+4%	0.6%	n/m
BLNDBlend Labs	$276.7M	n/m	2.1×	+6%	−3.0%	n/m
GLOOGloocaveat	$270.9M	n/m	1.8×	+275%	−81.3%	n/m
ANGIAngi	$268.5M	n/m	0.3×	−9%	−22.3%	n/m
MOVECorvexcaveat	$233.9M	n/m	52.7×	n/m	n/m	n/m
FIRYFiry	$190M	n/m	1.6×	+31%	−60.2%	n/m
NCMINational CineMedia	$177.8M	n/m	0.7×	+6%	−3.1%	n/m
SSTKShutterstock	$169.6M	n/m	0.2×	−11%	−22.9%	n/m
TCXTucows	$134M	n/m	0.3×	+4%	−21.2%	n/m
TRAKReposiTrak	$133.2M	18.8×	5.7×	+3%	32.5%	n/m
HCATHealth Catalyst	$127.2M	n/m	0.4×	−8%	−90.6%	n/m
QMLSQumulusAIcaveat	$107.1M	n/m	n/m	n/m	n/m	n/m
FLNTFluent	$86.9M	n/m	0.4×	−12%	−11.5%	n/m
ALISCalisa Acquisitioncaveat	$75.5M	64.0×	n/m	n/m	n/m	n/m
VERIVeritone	$57.3M	n/m	0.6×	+1%	n/m	n/m
CASTFreeCastcaveat	$55.4M	n/m	77.9×	+13%	n/m	n/m
PODCPodcastOne	$53.5M	n/m	0.9×	+16%	−5.0%	n/m
GOAIEva Livecaveat	$53.4M	n/m	3.1×	+36%	−39.3%	n/m
THRYThryv	$52.9M	n/m	0.1×	−6%	−2.3%	n/m
TZOOTravelzoo	$51.7M	169×	0.6×	+5%	0.5%	n/m
DTCXDatacentrexcaveat	$51.4M	n/m	n/m	n/m	n/m	n/m
PHUNPhunware	$39.9M	n/m	14.5×	+15%	n/m	n/m
IZEAIZEA Worldwide	$39.9M	n/m	1.5×	−28%	−9.4%	n/m
SJScienjoycaveat	$36.1M	n/m	n/m	n/m	n/m	n/m
TEADTeads	$34M	n/m	0.0×	+12%	−43.3%	n/m
HHSHarte Hanks	$29.2M	n/m	0.2×	−12%	−3.7%	n/m
BIRDSmartbirdcaveat	$27M	n/m	0.3×	−19%	−72.8%	n/m
HOLOMicroCloud Hologramcaveat	$26.1M	n/m	n/m	n/m	n/m	n/m
SSTSystem1caveat	$21.9M	n/m	0.1×	−43%	−50.7%	n/m
WTGWintergreen Acquisitioncaveat	$18.3M	n/m	n/m	n/m	n/m	n/m
IPMIntelligent Protection Management	$15.8M	n/m	0.6×	+114%	−14.8%	n/m
CDLXCardlytics	$10.6M	n/m	0.1×	−30%	−55.9%	n/m
PSQHPSQ	$9.8M	n/m	0.4×	+60%	n/m	n/m
NXTTNext Technologycaveat	$7.6M	n/m	0.6×	n/m	n/m	n/m
DTSTData Storagecaveat	$7.2M	n/m	5.0×	−80%	n/m	n/m
INUVInuvo	$7.1M	n/m	0.1×	−47%	−8.6%	n/m
VSVersus Systems	$6.1M	n/m	2.8×	n/m	−78.4%	n/m
TWAVTaoWeavecaveat	$5.6M	n/m	2.3×	+4%	n/m	n/m
AUUDAuddia	$5.5M	n/m	n/m	n/m	n/m	n/m
GITSGlobal Interactive Technologiescaveat	$5.2M	n/m	n/m	n/m	n/m	n/m
CNETZW Data Action Technologies	$3.9M	n/m	1.1×	−55%	−23.9%	n/m
ATXGAddentax	$3.5M	n/m	0.4×	+80%	−21.1%	n/m
CHRCheercaveat	$2.3M	n/m	n/m	n/m	n/m	n/m
HTCRHeartCore Enterprisescaveat	$2.3M	n/m	0.3×	−71%	60.0%	n/m
CSAICloudastructure	$1.9M	n/m	0.3×	+118%	n/m	n/m
ONFOOnfolio	$1.2M	n/m	0.2×	−23%	n/m	n/m
IPDNProfessional Diversity Network	$1.1M	n/m	0.2×	−5%	n/m	n/m
WORXSCWorx	$196.6K	n/m	0.1×	+3%	−80.5%	n/m
YYAIAirwacaveat	$35.3K	n/m	0.0×	+251%	n/m	n/m
AIAIAIAIcaveat	n/a	n/m	n/m	n/m	n/m	n/m

Valuation data, not investment advice. Each company's page has its story, charts, financials and peers.