Clear leader
9 companies value 136 bn revenue 35 bn margin 18.8% free cash flow 14 bn avg. score 5.0
ADBE holds 70.5% of the group's value, 6.7x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | ADBE | Adobe United States · score 7.8 | 71% | 96 bn | 26 bn | 28.0% | 11 bn | 11.0% | — | Software for creativity, documents and digital marketing · Global standard in visual creation and documents (PDF, Photoshop) | |
| 2 | DOCU | DocuSign United States · score 7.0 | 11% | 14 bn | 3.4 bn | 9.8% | 1.2 bn | 8.4% | — | Electronic signature and contract management · Global standard in electronic contract signatures | |
| 3 | FIG | Figma, Inc. United States · score 2.9 | 8% | 12 bn | 1.3 bn | -123.1% | 0.2 bn | 2.0% | — | Collaborative interface design software · California — revenue of $1.3bn | |
| 4 | DBX | Dropbox United States · score 6.2 | 6% | 8.1 bn | 2.5 bn | 17.5% | 1.0 bn | 11.8% | — | Cloud file storage and collaboration · File storage and collaboration; generates lots of cash and buys back shares | |
| 5 | BOX | BOX INC United States · score 5.3 | 4% | 5.6 bn | 1.2 bn | 10.6% | 0.4 bn | 7.0% | — | Intelligent enterprise content management in the cloud · California — revenue of $1.2bn | |
| 6 | CCSI | Consensus Cloud Solutions, Inc. United States · score 6.8 | 1% | 0.7 bn | 0.3 bn | 26.7% | 0.1 bn | 17.6% | — | Secure delivery of information and documents · California — revenue of $355m | |
| 7 | UPLD | Upland Software, Inc. United States · score 2.4 | 0% | 0.0 bn | 0.2 bn | -18.5% | 0.0 bn | 252.2% | — | AI-powered knowledge and content management software · Texas — revenue of $198m | |
| 8 | GMM | Global Mofy AI Ltd China · score 4.3 | 0% | 0.0 bn | 0.1 bn | -108.4% | 0.0 bn | 122.4% | — | AI-powered visual effects and digital assets, from China · China — revenue of $69m | |
| 9 | INLX | INTELLINETICS, INC. United States · score 2.7 | 0% | 0.0 bn | 0.0 bn | -17.6% | 0.0 bn | 2.1% | — | Electronic document management and digital services · Ohio — revenue of $16m |
Other industries in the same sector
- Sector overview
- AI semiconductors and processors 9 companies
- Hardware and devices 18 companies
- Infrastructure and cloud software 5 companies
- Semiconductor foundries 4 companies
- Memory 4 companies
- Semiconductor equipment 13 companies
- Networking equipment 30 companies
- Enterprise software (SaaS) 38 companies
- Cybersecurity 20 companies
- Data and analytics 25 companies
- Analog and industrial semiconductors 19 companies
- IT services and consulting 46 companies
and 31 industries more
- Data storage 6 companies
- Electronic components and connectors 27 companies
- Connectivity and networking chips 6 companies
- Semiconductor IP 7 companies
- Design and engineering software 7 companies
- E-commerce platforms 9 companies
- RF and mobile chips 8 companies
- Chip testing and packaging 13 companies
- Measurement and test instruments 30 companies
- Internet infrastructure and CDN 9 companies
- Vertical software 36 companies
- Optics and photonics 14 companies
- Electronics contract manufacturing 10 companies
- Digital advertising (adtech) 37 companies
- AI servers 5 companies
- Power semiconductors 8 companies
- Government and finance software 18 companies
- GPU cloud (neoclouds) 20 companies
- Communication and collaboration 14 companies
- HR and finance software 12 companies
- Identity and access management 10 companies
- Databases and developer tools 4 companies
- Quantum computing 9 companies
- Backup and data protection 3 companies
- Marketing software 13 companies
- Logistics software 8 companies
- Programmable chips 3 companies
- Game engines and tools 2 companies
- ATMs and retail automation 9 companies
- Printing and office equipment 7 companies
- Industrial robotics 1 company
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.