Infrastructure software stocks with the fastest revenue growth

Ranked

141

of 206 infrastructure software stocks we cover

Median

+12.4%

Highest

+115.3%

CRWV

Range

−37.5% to +115.3%

#	Company	Revenue growth	Net margin	Price to sales	Market cap
1	CRWVCoreWeave	+115.3%	−25.4%	3.9×	$29.9B
2	PLTRPalantir Technologies	+78.9%	49.0%	76.8×	$472.8B
3	TLSTelos	+65.9%	−8.1%	1.9×	$364M
4	SOUNSoundhound AI	+54.6%	−67.5%	9.7×	$2B
5	CREXCreative Realities	+50.0%	−29.3%	0.4×	$29.5M
6	SNPSSynopsys	+46.3%	11.4%	8.8×	$82.4B
7	FIGFigma	+43.4%	n/m	10.2×	$13.1B
8	RBRKRubrik	+42.4%	−16.5%	17.3×	$26.7B
9	ZETAZeta Global	+35.9%	−0.1%	5.4×	$8.5B
10	NAVNNavan	+34.8%	−42.1%	8.5×	$7B
11	NETCloudflare	+33.5%	−8.2%	46.2×	$116B
12	SVCOSilvaco	+31.9%	−30.4%	2.8×	$203.3M
13	NTSKNetskope	+30.4%	−91.8%	12.4×	$9.9B
14	IOTSamsara	+29.5%	4.9%	14.2×	$26.3B
15	DUOLDuolingo	+29.4%	35.9%	5.8×	$6.7B
16	VIAVia Transportation	+29.1%	−20.0%	6.1×	$3B
17	KVYOKlaviyo	+28.9%	0.5%	4.3×	$6B
18	BRZEBraze	+27.4%	−13.6%	6.2×	$5.2B
19	ALKTAlkami Technology	+27.1%	−9.2%	3.5×	$1.7B
20	FROGJFrog	+26.4%	−7.3%	20.7×	$12.4B
21	CRNCCerence	+25.8%	−5.0%	1.2×	$377.2M
22	MDBMongoDB	+25.5%	2.1%	10.7×	$29.9B
23	ZSZscaler	+25.4%	−1.9%	12.4×	$41.6B
24	AVPTAvePoint	+25.0%	15.3%	7.5×	$3.5B
25	PANWPalo Alto Networks	+24.5%	2.7%	27.1×	$311.3B
26	CRWDCrowdStrike	+24.3%	0.8%	48.9×	$263.7B
27	ASURAsure Software	+24.3%	−5.4%	1.4×	$212.6M
28	PDFSPDF Solutions	+23.0%	4.3%	6.9×	$1.7B
29	TOSTToast	+23.0%	7.1%	2.8×	$18.9B
30	GTLBGitLab	+23.0%	−5.0%	8.9×	$9.4B
31	TTANServiceTitan	+22.9%	−12.1%	7.9×	$8.4B
32	GWREGuidewire Software	+22.7%	9.4%	10.5×	$15.5B
33	COURCoursera	+22.7%	−15.4%	1.5×	$1.3B
34	MQMarqeta	+22.4%	1.5%	2.9×	$2B
35	XZOExzeo	+21.8%	39.1%	6.9×	$1.5B
36	ORCLOracle	+21.6%	26.4%	5.3×	$381.5B
37	SSentinelOne	+21.1%	−31.0%	7.6×	$8.4B
38	APPNAppian	+20.9%	−1.3%	4.7×	$3.7B
39	APPFAppfolio	+20.7%	15.1%	7.2×	$7.5B
40	CPAYCorpay	+20.4%	22.7%	5.3×	$26.8B
41	FSLYFastly	+20.4%	−11.8%	5.7×	$3.9B
42	RDVTRed Violet	+20.2%	16.5%	13.1×	$1.3B
43	GENGen Digital	+20.2%	20.7%	2.9×	$14.9B
44	SAILSailPoint	+20.1%	−16.9%	10.7×	$12.4B
45	YOUClear Secure	+19.8%	14.8%	6.1×	$6.1B
46	WKWorkiva	+19.7%	4.9%	4.8×	$4.7B
47	PTCPTC	+19.5%	41.4%	7.1×	$21B
48	WAYWaystar	+19.2%	11.2%	4.6×	$5.5B
49	FTNTFortinet	+18.8%	28.2%	17.5×	$132.1B
50	AMPLAmplitude	+18.3%	−26.6%	5.8×	$2.2B
51	DTDynatrace	+17.9%	7.2%	8.8×	$18.5B
52	TWLOTwilio	+17.8%	20.6%	7.2×	$40.2B
53	MSFTMicrosoft	+17.8%	40.3%	11.7×	$3.9T
54	WEAVWeave Communications	+16.7%	−8.0%	2.3×	$592M
55	VRNSVaronis Systems	+15.6%	−20.5%	8.2×	$5.6B
56	FRSHFreshworks	+15.6%	20.5%	4.5×	$4B
57	CVLTCommvault Systems	+15.5%	5.6%	5.8×	$7B
58	PCORProcore Technologies	+15.4%	−2.7%	6.7×	$9.6B
59	CCLDCareCloud	+15.1%	6.2%	0.6×	$75.2M
60	PATHUiPath	+15.0%	21.0%	4.3×	$7.4B
61	INTAIntapp	+14.6%	−7.1%	6.4×	$3.7B
62	BBBLACKBERRY	+14.4%	13.1%	8.5×	$5.2B
63	AGYSAgilysys	+14.4%	13.0%	10.3×	$3.4B
64	MRDNMeridian	+14.1%	−42.6%	0.7×	$131.1M
65	QTWOQ2	+13.9%	10.9%	5.1×	$4.3B
66	BLZEBackblaze	+13.9%	−13.1%	3.3×	$516.2M
67	BILLBill.com	+13.0%	−0.7%	2.6×	$4.3B
68	LAWCS Disco	+12.9%	−24.2%	2.0×	$329.1M
69	BSYBentley Systems	+12.8%	18.1%	7.5×	$12B
70	NTWKNetsol Technologies	+12.5%	4.0%	1.3×	$93.9M
71	NTNXNutanix	+12.4%	52.8%	6.7×	$19.1B
72	SPTSprout Social	+11.8%	−6.1%	1.6×	$779.2M
73	CCCCCC Intelligent Solutions	+11.6%	3.8%	4.1×	$4.5B
74	OKTAOkta	+11.2%	9.6%	12.1×	$37.2B
75	PCTYPaylocity	+11.0%	15.2%	5.3×	$9.4B
76	CACICaci International	+10.9%	5.6%	1.5×	$14B
77	VERXVertex	+10.8%	0.5%	3.2×	$2.5B
78	QLYSQualys	+10.4%	29.4%	10.7×	$7.5B
79	NABLN-able	+10.1%	−1.3%	1.8×	$967.2M
80	TENBTenable	+9.9%	0.6%	4.7×	$4.9B
81	SPSCSPS Commerce	+9.8%	10.1%	4.3×	$3.3B
82	WYYWidepoint	+9.7%	−0.8%	0.4×	$68.1M
83	BOXBox	+9.6%	10.6%	4.8×	$5.9B
84	ASANAsana	+9.5%	−18.6%	3.3×	$2.8B
85	FFIVF5	+9.4%	22.0%	7.8×	$25.8B
86	BANDBandwidth	+9.3%	0.3%	1.7×	$1.4B
87	PAYCPaycom Software	+9.2%	22.8%	5.8×	$12.4B
88	ALRMAlarm.com	+8.7%	11.1%	3.0×	$3.1B
89	BLBlackline	+8.6%	4.7%	2.8×	$2B
90	DOCUDocusign	+8.6%	9.8%	4.7×	$15.9B
91	NCNOnCino	+8.6%	5.4%	3.9×	$2.4B
92	GDYNGrid Dynamics	+8.6%	0.7%	1.7×	$701.7M
93	TYLTyler Technologies	+8.2%	13.4%	6.6×	$16B
94	GDDYGoDaddy	+7.4%	17.8%	2.8×	$14.3B
95	ACIWACI Worldwide	+7.0%	12.4%	3.1×	$5.6B
96	VRSNVeriSign	+6.9%	49.8%	15.9×	$27.1B
97	MANHManhattan Associates	+6.5%	18.7%	12.3×	$13.9B
98	PRGSProgress Software	+6.4%	n/m	1.9×	$1.9B
99	CXMSprinklr	+6.3%	2.7%	1.8×	$1.6B
100	AKAMAkamai Technologies	+5.9%	9.5%	3.1×	$13.4B

The first 100 of 141.

Not ranked: 29 with under $50M of revenue, 7 with growth from a base too small to compare, 1 with not a meaningful number. 27 companies whose data behind this number has a caveat are left out until it is checked.

A ranking of numbers, not a recommendation. A low multiple can be a bargain or a business in trouble: open the company to see which.