Infrastructure software stocks

Companies

205

Combined market cap

$6.6T

Median PE

41.0×

Median revenue growth

+11.6%

Median net margin

2.4%

Company	Market cap	PE	P/S	Revenue growth	Net margin	Dividend yield
MSFTMicrosoft	$3.9T	29.2×	11.7×	+18%	40.3%	0.69%
PLTRPalantir Technologies	$472.8B	168×	76.8×	+79%	49.0%	n/m
ORCLOracle	$381.5B	19.8×	5.3×	+22%	26.4%	1.59%
PANWPalo Alto Networks	$311.3B	n/m	27.1×	+24%	2.7%	n/m
CRWDCrowdStrikecaveat	$263.7B	n/m	48.9×	+24%	0.8%	n/m
FTNTFortinet	$132.1B	63.4×	17.5×	+19%	28.2%	n/m
NETCloudflare	$116B	n/m	46.2×	+34%	−8.2%	n/m
SNPSSynopsys	$82.4B	76.0×	8.8×	+46%	11.4%	n/m
XYZBlock	$45.9B	137×	1.8×	+5%	1.4%	n/m
ZSZscaler	$41.6B	n/m	12.4×	+25%	−1.9%	n/m
TWLOTwilio	$40.2B	36.5×	7.2×	+18%	20.6%	n/m
OKTAOkta	$37.2B	128×	12.1×	+11%	9.6%	n/m
CRWVCoreWeave	$29.9B	n/m	3.9×	+115%	−25.4%	n/m
MDBMongoDBcaveat	$29.9B	n/m	10.7×	+25%	2.1%	n/m
VRSNVeriSign	$27.1B	32.6×	15.9×	+7%	49.8%	1.07%
CPAYCorpay	$26.8B	24.9×	5.3×	+20%	22.7%	n/m
RBRKRubrik	$26.7B	n/m	17.3×	+42%	−16.5%	n/m
IOTSamsara	$26.3B	281×	14.2×	+30%	4.9%	n/m
FFIVF5	$25.8B	36.3×	7.8×	+9%	22.0%	n/m
PTCPTC	$21B	18.9×	7.1×	+19%	41.4%	n/m
NTNXNutanix	$19.1B	13.7×	6.7×	+12%	52.8%	n/m
TOSTToast	$18.9B	41.4×	2.8×	+23%	7.1%	n/m
DTDynatrace	$18.5B	128×	8.8×	+18%	7.2%	n/m
LDOSLeidos	$17.1B	12.7×	1.0×	+3%	7.8%	n/m
TYLTyler Technologies	$16B	51.7×	6.6×	+8%	13.4%	n/m
DOCUDocusign	$15.9B	52.0×	4.7×	+9%	9.8%	n/m
GWREGuidewire Software	$15.5B	117×	10.5×	+23%	9.4%	n/m
GENGen Digital	$14.9B	14.5×	2.9×	+20%	20.7%	n/m
GDDYGoDaddy	$14.3B	16.7×	2.8×	+7%	17.8%	n/m
CACICaci International	$14B	26.3×	1.5×	+11%	5.6%	n/m
MANHManhattan Associates	$13.9B	68.2×	12.3×	+6%	18.7%	n/m
AKAMAkamai Technologies	$13.4B	33.6×	3.1×	+6%	9.5%	n/m
FIGFigma	$13.1B	n/m	10.2×	+43%	n/m	n/m
SAILSailPoint	$12.4B	n/m	10.7×	+20%	−16.9%	n/m
FROGJFrog	$12.4B	n/m	20.7×	+26%	−7.3%	n/m
PAYCPaycom Software	$12.4B	29.2×	5.8×	+9%	22.8%	n/m
BSYBentley Systems	$12B	43.6×	7.5×	+13%	18.1%	n/m
IONQIonQ	$11.9B	n/m	48.3×	n/m	n/m	n/m
NTSKNetskope	$9.9B	n/m	12.4×	+30%	−91.8%	n/m
AURAurora Innovation	$9.6B	n/m	n/m	n/m	n/m	n/m
QNTQuantinuumcaveat	$9.6B	n/m	n/m	n/m	n/m	n/m
PCORProcore Technologies	$9.6B	n/m	6.7×	+15%	−2.7%	n/m
PCTYPaylocity	$9.4B	35.8×	5.3×	+11%	15.2%	n/m
GTLBGitLab	$9.4B	n/m	8.9×	+23%	−5.0%	n/m
DBXDropbox	$8.5B	21.0×	3.4×	−0%	17.5%	n/m
ZETAZeta Global	$8.5B	n/m	5.4×	+36%	−0.1%	n/m
TTANServiceTitan	$8.4B	n/m	7.9×	+23%	−12.1%	n/m
SSentinelOne	$8.4B	n/m	7.6×	+21%	−31.0%	n/m
QLYSQualys	$7.5B	37.5×	10.7×	+10%	29.4%	n/m
APPFAppfolio	$7.5B	48.1×	7.2×	+21%	15.1%	n/m
PATHUiPath	$7.4B	21.1×	4.3×	+15%	21.0%	n/m
NAVNNavancaveat	$7B	n/m	8.5×	+35%	−42.1%	n/m
CVLTCommvault Systems	$7B	108×	5.8×	+15%	5.6%	n/m
OTEXOpen Text	$6.8B	10.8×	1.3×	+2%	12.3%	n/m
DUOLDuolingocaveat	$6.7B	n/m	5.8×	+29%	35.9%	n/m
YOUClear Secure	$6.1B	30.9×	6.1×	+20%	14.8%	n/m
SAICScience Applications International	$6.1B	17.0×	0.8×	−1%	5.1%	n/m
KVYOKlaviyo	$6B	n/m	4.3×	+29%	0.5%	n/m
BOXBox	$5.9B	62.6×	4.8×	+10%	10.6%	n/m
OCTVOctave Intelligencecaveat	$5.7B	n/m	n/m	n/m	n/m	n/m
ACIWACI Worldwide	$5.6B	25.6×	3.1×	+7%	12.4%	n/m
VRNSVaronis Systems	$5.6B	n/m	8.2×	+16%	−20.5%	n/m
WAYWaystar	$5.5B	41.2×	4.6×	+19%	11.2%	n/m
PSNParsons	$5.2B	33.8×	0.8×	−6%	2.5%	n/m
BBBLACKBERRY	$5.2B	74.3×	8.5×	+14%	13.1%	n/m
BRZEBraze	$5.2B	n/m	6.2×	+27%	−13.6%	n/m
TENBTenable	$4.9B	n/m	4.7×	+10%	0.6%	n/m
WKWorkiva	$4.7B	103×	4.8×	+20%	4.9%	n/m
CCCCCC Intelligent Solutions	$4.5B	95.9×	4.1×	+12%	3.8%	n/m
QTWOQ2	$4.3B	49.6×	5.1×	+14%	10.9%	n/m
BILLBill.com	$4.3B	n/m	2.6×	+13%	−0.7%	n/m
FRSHFreshworks	$4B	24.2×	4.5×	+16%	20.5%	n/m
FSLYFastly	$3.9B	n/m	5.7×	+20%	−11.8%	n/m
APPNAppian	$3.7B	n/m	4.7×	+21%	−1.3%	n/m
INTAIntapp	$3.7B	n/m	6.4×	+15%	−7.1%	n/m
AVPTAvePoint	$3.5B	51.6×	7.5×	+25%	15.3%	n/m
AGYSAgilysys	$3.4B	79.9×	10.3×	+14%	13.0%	n/m
SPSCSPS Commerce	$3.3B	44.7×	4.3×	+10%	10.1%	n/m
TDCTeradata	$3.2B	n/m	1.9×	+1%	27.1%	n/m
KDKyndryl	$3.2B	41.0×	0.2×	−1%	0.6%	n/m
ALRMAlarm.com	$3.1B	29.0×	3.0×	+9%	11.1%	n/m
VIAVia Transportation	$3B	n/m	6.1×	+29%	−20.0%	n/m
NTCTNetscout Systems	$2.9B	24.2×	3.3×	+6%	13.7%	n/m
ASANAsana	$2.8B	n/m	3.3×	+9%	−18.6%	n/m
BLKBBlackbaud	$2.5B	17.4×	2.2×	+1%	13.1%	n/m
VERXVertexcaveat	$2.5B	n/m	3.2×	+11%	0.5%	n/m
NCNOnCino	$2.4B	77.2×	3.9×	+9%	5.4%	n/m
AMPLAmplitude	$2.2B	n/m	5.8×	+18%	−26.6%	n/m
BLBlackline	$2B	62.1×	2.8×	+9%	4.7%	n/m
AIC3.ai	$2B	n/m	8.6×	−38%	n/m	n/m
SOUNSoundhound AI	$2B	n/m	9.7×	+55%	−67.5%	n/m
MQMarqeta	$2B	171×	2.9×	+22%	1.5%	n/m
PRGSProgress Softwarecaveat	$1.9B	n/m	1.9×	+6%	n/m	n/m
ALKTAlkami Technology	$1.7B	n/m	3.5×	+27%	−9.2%	n/m
LIMENeutroncaveat	$1.7B	n/m	n/m	n/m	n/m	n/m
PDFSPDF Solutions	$1.7B	157×	6.9×	+23%	4.3%	n/m
MBLYMobileye Global	$1.7B	n/m	0.8×	+5%	n/m	n/m
EVCMEverCommerce	$1.6B	51.3×	2.7×	+4%	5.7%	n/m
CERTCertara	$1.6B	n/m	3.9×	+4%	−16.7%	n/m
CXMSprinklr	$1.6B	66.9×	1.8×	+6%	2.7%	n/m
XZOExzeocaveat	$1.5B	17.1×	6.9×	+22%	39.1%	n/m
QUBTQuantum Computing	$1.5B	n/m	151×	n/m	n/m	n/m
BANDBandwidth	$1.4B	n/m	1.7×	+9%	0.3%	n/m
PDPagerDuty	$1.4B	n/m	2.8×	+2%	37.2%	n/m
COURCoursera	$1.3B	n/m	1.5×	+23%	−15.4%	n/m
RDVTRed Violet	$1.3B	71.5×	13.1×	+20%	16.5%	n/m
GTMZoomInfo Technologies	$1.3B	n/m	1.0×	+3%	−43.0%	n/m
BBAIBigBear.ai	$1B	n/m	7.8×	−14%	−65.2%	n/m
RPDRapid7	$1B	48.1×	1.2×	+0%	2.4%	n/m
NABLN-able	$967.2M	n/m	1.8×	+10%	−1.3%	n/m
SPTSprout Social	$779.2M	n/m	1.6×	+12%	−6.1%	n/m
OSPNOneSpan	$744M	11.4×	3.0×	+2%	27.8%	n/m
GDYNGrid Dynamics	$701.7M	433×	1.7×	+9%	0.7%	n/m
CCSIConsensus Cloud Solutions	$686.6M	7.6×	1.9×	+1%	26.7%	n/m
RCATRed Cat	$676.5M	n/m	9.5×	n/m	n/m	n/m
WEAVWeave Communications	$592M	n/m	2.3×	+17%	−8.0%	n/m
BLZEBackblaze	$516.2M	n/m	3.3×	+14%	−13.1%	n/m
DDD3D Systems	$505.1M	n/m	1.3×	−6%	−14.2%	n/m
IIIVi3 Verticals	$457.2M	54.3×	2.1×	−0%	3.9%	n/m
CRNCCerence	$377.2M	n/m	1.2×	+26%	−5.0%	n/m
TLSTelos	$364M	n/m	1.9×	+66%	−8.1%	n/m
LAWCS Disco	$329.1M	n/m	2.0×	+13%	−24.2%	n/m
IPXGInflection Point Acquisition Corp. VIIcaveat	$317.1M	n/m	n/m	n/m	n/m	n/m
SVAQSilicon Valley Acquisitioncaveat	$298.2M	n/m	n/m	n/m	n/m	n/m
MKTWMarketwise	$297M	21.6×	0.9×	−11%	0.7%	n/m
CMRCCommerce.com	$295M	n/m	0.9×	+3%	−1.7%	n/m
XPERXperi	$252.6M	n/m	0.6×	−4%	−7.1%	n/m
RBBNRibbon Communications	$250.4M	17.5×	0.3×	−8%	2.0%	n/m
MKLYMcKinley Acquisitioncaveat	$250M	30.2×	n/m	n/m	n/m	n/m
SSACSPACSphere Acquisitioncaveat	$243.4M	n/m	n/m	n/m	n/m	n/m
SMRTSmartRent	$237.6M	n/m	1.6×	−3%	−13.0%	n/m
EXFYExpensifycaveat	$236.2M	n/m	1.7×	−4%	−11.3%	n/m
KLTRKalturacaveat	$219.7M	n/m	1.2×	−0%	−6.9%	n/m
ASURAsure Software	$212.6M	n/m	1.4×	+24%	−5.4%	n/m
KDKKodiak AI	$204.6M	n/m	28.6×	−56%	n/m	n/m
SVCOSilvaco	$203.3M	n/m	2.8×	+32%	−30.4%	n/m
UISUnisys	$184.5M	n/m	0.1×	−1%	−21.7%	n/m
DUOTDuos Technologiescaveat	$184.1M	n/m	7.3×	+75%	n/m	n/m
PDYNPalladyne AI	$182.6M	n/m	15.4×	+172%	n/m	n/m
DMRCDigimarccaveat	$163.4M	n/m	n/m	n/m	n/m	n/m
EGANEGAIN	$148.7M	17.8×	1.6×	+3%	9.7%	n/m
HUCKHuckleberry.aicaveat	$145.8M	n/m	0.5×	−1%	−13.4%	n/m
MRDNMeridian	$131.1M	n/m	0.7×	+14%	−42.6%	n/m
DHDefinitive Healthcare	$115.3M	n/m	0.5×	−5%	−72.3%	n/m
SSTISoundthinking	$110M	n/m	1.1×	−6%	−16.9%	n/m
SWMRSwarmercaveat	$101.6M	n/m	n/m	n/m	n/m	n/m
AEYEAudioeyecaveat	$101.6M	n/m	2.4×	+10%	−10.9%	n/m
NTWKNetsol Technologies	$93.9M	31.4×	1.3×	+13%	4.0%	n/m
MRLNMerlincaveat	$88.7M	n/m	n/m	n/m	n/m	n/m
FVNFuture Vision II Acquisition	$84.1M	n/m	n/m	n/m	n/m	n/m
INSEInspired Entertainment	$83.6M	n/m	0.3×	−6%	−3.3%	n/m
QXLQuantum X Labscaveat	$78.1M	n/m	n/m	n/m	n/m	n/m
FATNFatpipecaveat	$75.3M	13.7×	3.7×	+23%	n/m	n/m
CCLDCareCloud	$75.2M	25.3×	0.6×	+15%	6.2%	n/m
WFCFWhere Food Comes From	$74.6M	53.5×	3.0×	−2%	5.8%	n/m
AISPAirship AI	$74.4M	n/m	4.1×	+32%	n/m	n/m
CSPICSP	$73.8M	n/m	1.3×	−1%	−1.2%	n/m
ROCRank One Computingcaveat	$69.1M	n/m	n/m	n/m	n/m	n/m
WYYWidepoint	$68.1M	n/m	0.4×	+10%	−0.8%	n/m
GEGGreat Elm	$67.2M	n/m	2.4×	+70%	n/m	n/m
SPAISafe Pro	$65.4M	n/m	22.7×	+93%	n/m	n/m
MCHXMarchexcaveat	$57.2M	n/m	1.3×	−7%	−12.4%	n/m
ADBTAdvasacaveat	$56.3M	n/m	n/m	n/m	n/m	n/m
IDNIntellicheck	$49.5M	16.3×	2.1×	+17%	13.0%	n/m
SKILSkillsoft	$48M	n/m	0.1×	−4%	−36.1%	n/m
MYPSPLAYSTUDIOS	$45.6M	n/m	0.2×	−13%	−20.6%	n/m
ODYSOdysight.ai	$37.6M	n/m	34.5×	−78%	n/m	n/m
BNAIBrand Engagement Networkcaveat	$36.2M	n/m	86.1×	n/m	n/m	n/m
ZDGEZedgecaveat	$35.4M	n/m	1.1×	+6%	−3.6%	n/m
PXLWPixelworkscaveat	$32.7M	n/m	n/m	n/m	n/m	n/m
ATHRAether	$31.6M	n/m	23.5×	−3%	n/m	n/m
CREXCreative Realitiescaveat	$29.5M	n/m	0.4×	+50%	−29.3%	n/m
STEMStemcaveat	$29M	n/m	0.2×	−5%	−49.4%	n/m
FIEEFiEEcaveat	$26.9M	9.3×	n/m	n/m	n/m	n/m
EXYNExyn Technologiescaveat	$23.3M	n/m	n/m	n/m	n/m	n/m
MSGMMotorsport Gamescaveat	$22.5M	11.4×	1.5×	+79%	16.2%	n/m
SNALSnailcaveat	$20.1M	n/m	0.2×	−6%	−11.2%	n/m
INLXIntellinetics	$19.8M	n/m	1.2×	−6%	−17.6%	n/m
AWREAware	$18.9M	n/m	1.1×	+2%	−51.9%	n/m
VIDAVIDA Globalcaveat	$15.5M	n/m	n/m	n/m	n/m	n/m
IDAIT Stamp	$15.3M	n/m	4.5×	+2%	n/m	n/m
VEEAVeeacaveat	$15.3M	n/m	n/m	n/m	n/m	n/m
AIFFFirefly Neurosciencecaveat	$14.4M	n/m	8.0×	n/m	n/m	n/m
FNGRFingerMotioncaveat	$14.4M	n/m	1.8×	−78%	n/m	n/m
SMSISmith Micro Software	$13M	n/m	0.8×	−10%	−92.6%	n/m
UPLDUpland Software	$11.7M	n/m	0.1×	−21%	−18.5%	n/m
SLESuper League Enterprisecaveat	$9.9M	n/m	0.9×	−14%	n/m	n/m
FUSEFusemachinescaveat	$9.4M	n/m	n/m	n/m	n/m	n/m
BLINBridgeline Digital	$9M	n/m	0.6×	+2%	−8.6%	n/m
AUIDauthID	$5.4M	n/m	4.2×	−42%	n/m	n/m
GYGYGame Your Gamecaveat	$5.4M	n/m	n/m	n/m	n/m	n/m
VWAVVisionWavecaveat	$5.4M	n/m	n/m	n/m	n/m	n/m
HCTIHealthcare Trianglecaveat	$5M	n/m	n/m	n/m	n/m	n/m
GXAIGaxos.Ai	$4.9M	n/m	0.8×	n/m	−64.8%	n/m
BKYIBio Key International	$4.9M	n/m	0.7×	−3%	−90.1%	n/m
CXAICXAppcaveat	$4.3M	n/m	0.9×	−20%	n/m	n/m
SEGGSports Entertainment Gaming Globalcaveat	$4.3M	n/m	2.8×	+66%	n/m	n/m
AMSTAmesite	$4M	n/m	11.1×	+230%	n/m	n/m
IVDAIveda Solutions	$2.9M	n/m	0.6×	−36%	−69.2%	n/m
DAICCID Holdcocaveat	$2.8M	n/m	n/m	n/m	n/m	n/m
CYABCyabracaveat	$2.4M	n/m	n/m	n/m	n/m	n/m
RIMEAlgorhythm	$1.8M	n/m	0.2×	−9%	n/m	n/m
PARABanzai International	$1.5M	n/m	0.1×	+20%	n/m	n/m
MYSZMy Size	$757.6K	n/m	0.1×	+67%	−66.7%	n/m
HLSQTessera Defense & Homeland Securitycaveat	$696.2K	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.