Open contest
38 companies value 806 bn revenue 140 bn margin 17.3% free cash flow 42 bn avg. score 3.3
SAP holds 34.5% of the group's value, 1.4x the runner-up · CRM leads the industry without being the largest
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SAP | SAP SE Germany · score 6.5 | 35% | 278 bn | 41 bn | 19.9% | 10 bn | 3.7% | 1.1% | Enterprise management software and cloud, from Germany · Europe's largest software company; the world's benchmark ERP | |
| 2 | CRM | Salesforce United States · score 7.0 | 25% | 200 bn | 44 bn | 22.0% | 15 bn | 7.6% | 0.8% | Customer management software and enterprise cloud · Global CRM leader (~20% of the market) | |
| 3 | NOW | ServiceNow United States · score 6.3 | 19% | 150 bn | 15 bn | 11.3% | 4.6 bn | 3.0% | — | Enterprise workflow automation software · The standard enterprise workflow platform; retention above 98% | |
| 4 | INTU | Intuit United States · score 7.9 | 11% | 87 bn | 21 bn | 21.3% | 8.7 bn | 10.0% | 1.6% | Financial software: QuickBooks, TurboTax, Credit Karma and Mailchimp · Dominates US tax filing (TurboTax) and small-business accounting (QuickBooks) | |
| 5 | TEAM | Atlassian Australia · score 2.3 | 7% | 54 bn | 6.6 bn | -0.8% | 1.3 bn | 2.4% | — | Jira and Confluence collaboration software · Jira and Confluence: the project management standard for software teams | |
| 6 | PATH | UiPath, Inc. United States · score 6.0 | 1% | 6.8 bn | 1.7 bn | 21.0% | 0.4 bn | 5.3% | — | Process automation and AI agents for enterprises · New York — revenue of $1.7bn | |
| 7 | PEGA | PEGASYSTEMS INC United States · score 7.0 | 1% | 5.8 bn | 1.7 bn | 18.7% | 0.5 bn | 8.5% | 0.3% | Decisioning and process automation software for enterprises · Massachusetts — revenue of $1.7bn | |
| 8 | MNDY | monday.com Israel · score 6.6 | 1% | 4.0 bn | 1.4 bn | 8.9% | 0.3 bn | 7.5% | — | Work and project management platform, from Israel · Collaborative work platform growing more than 25% a year | |
| 9 | FRSH | Freshworks Inc. United States · score 6.3 | 1% | 3.7 bn | 0.9 bn | 20.5% | 0.2 bn | 6.3% | — | AI-powered service software for customers and employees · California — revenue of $904m | |
| 10 | BRZE | Braze United States · score 2.7 | 0% | 3.4 bn | 0.8 bn | -13.6% | 0.1 bn | 2.5% | — | Customer engagement and marketing platform · Customer engagement and messaging platform | |
| 11 | APPN | APPIAN CORP United States · score 0.9 | 0% | 3.0 bn | 0.8 bn | -1.3% | 0.1 bn | 2.5% | — | Process automation technology · Virginia — revenue of $795m | |
| 12 | ALRM | Alarm.com Holdings, Inc. United States · score 6.4 | 0% | 2.8 bn | 1.1 bn | 12.4% | 0.2 bn | 6.7% | — | Security and automation platform for connected properties · Virginia — revenue of $1.1bn | |
| 13 | ASAN | Asana, Inc. United States · score 2.9 | 0% | 2.3 bn | 0.8 bn | -18.6% | 0.1 bn | 5.3% | — | Work and project management software · California — revenue of $828m | |
| 14 | SOUN | SOUNDHOUND AI, INC. United States · score 0.0 | 0% | 2.1 bn | 0.2 bn | -67.5% | -0.1 bn | -5.6% | — | Voice intelligence and conversational AI · Delaware — revenue of $203m | |
| 15 | GTM | ZoomInfo Technologies United States · score 4.6 | 0% | 1.1 bn | 1.3 bn | -43.0% | 0.4 bn | 31.3% | — | Data and business intelligence for sales teams · Largest B2B database for sales teams; changed its ticker from ZI to GTM | |
| 16 | TUYA | Tuya Inc. China · score 6.7 | 0% | 1.0 bn | 0.3 bn | 18.0% | 0.1 bn | 7.3% | 6.9% | Internet of Things platform for manufacturers · China — revenue of $322m | |
| 17 | CMCM | Cheetah Mobile Inc. China · score 0.0 | 0% | 0.1 bn | 0.2 bn | -22.4% | -0.0 bn | -34.1% | 0.1% | Utility apps and artificial intelligence, from China · China — revenue of $165m | |
| 18 | EGAN | EGAIN Corp United States · score 6.4 | 0% | 0.1 bn | 0.1 bn | 9.7% | 0.0 bn | 13.9% | — | SaaS answers platform for customers, employees and AI agents · California — revenue of $91m | |
| 19 | AEYE | AUDIOEYE INC United States · score 1.6 | 0% | 0.1 bn | 0.0 bn | -10.9% | 0.0 bn | 6.6% | — | Digital accessibility for websites · Arizona — revenue of $42m | |
| 20 | DGNX | Diginex Ltd United Kingdom · score 1.4 | 0% | 0.1 bn | 0.0 bn | — | -0.0 bn | -21.6% | — | Sustainability and ESG reporting software · United Kingdom — revenue of $4m | |
| 21 | HOLO | MicroCloud Hologram Inc. China · score 4.4 | 0% | 0.0 bn | 0.1 bn | -86.3% | 0.0 bn | 29.9% | — | Holographic technology and digital twins · China — revenue of $65m | |
| 22 | MLGO | MicroAlgo Inc. China · score 1.5 | 0% | 0.0 bn | 0.1 bn | -37.0% | 0.0 bn | -2.4% | — | Processing algorithms integrated into software and hardware · China — revenue of $54m | |
| 23 | WIMI | WiMi Hologram Cloud Inc. China · score 1.7 | 0% | 0.0 bn | 0.1 bn | 30.6% | -0.0 bn | -232.7% | — | Augmented reality and holographic services, from China · China — revenue of $54m | |
| 24 | YYAI | AIRWA INC. United States · score 4.4 | 0% | 0.0 bn | 0.0 bn | -39.9% | 0.0 bn | 254.9% | — | AI recommendation and training data, plus import and export, in Hong Kong and Malaysia · Delaware — revenue of $44m | |
| 25 | SAGT | SAGTEC GLOBAL Ltd Malaysia · score 6.3 | 0% | 0.0 bn | 0.0 bn | 5.8% | 0.0 bn | 58.6% | — | Enterprise software in Malaysia · Malaysia — revenue of $20m | |
| 26 | IFBD | Infobird Co., Ltd Hong Kong · score 1.3 | 0% | 0.0 bn | 0.0 bn | — | 0.0 bn | -43.6% | — | Customer service software in China · Hong Kong — revenue of $7m | |
| 27 | GXAI | GAXOS.AI INC. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -64.8% | -0.0 bn | -120.5% | — | AI technology for everyday life and industries · New Jersey — revenue of $6m | |
| 28 | BNAI | Brand Engagement Network Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -29x | -0.0 bn | -13.1% | — | AI in the interaction layer with enterprise systems · Delaware | |
| 29 | BMR | Beamr Imaging Ltd. Israel · score 0.0 | 0% | 0.0 bn | 0.0 bn | -248.8% | -0.0 bn | -23.8% | — | Content-adaptive video compression, from Israel · Israel — revenue of $3m | |
| 30 | ORKT | ORANGEKLOUD TECHNOLOGY INC. Singapore · score 0.0 | 0% | 0.0 bn | 0.0 bn | -78.7% | 0.0 bn | -67.4% | — | No-code platform and mobile apps, from Singapore · Singapore — revenue of $4m | |
| 31 | VSA | VisionSys AI Inc China · score 1.0 | 0% | 0.0 bn | 0.0 bn | — | -0.0 bn | -713.3% | — | Computer vision and artificial intelligence · China | |
| 32 | CXAI | CXApp Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -446.5% | -0.0 bn | -247.9% | — | AI-powered employee experience software · California — revenue of $5m | |
| 33 | VIDA | VIDA Global Inc. United States · score 5.0 | 0% | 0.0 bn | — | — | — | — | — | — | AI-powered customer service agents · Texas |
| 34 | NVNI | Nvni Group Ltd Cayman Islands · score 2.4 | — | — | 0.0 bn | -32.4% | 0.0 bn | — | — | Acquisition and operation of software businesses in Brazil · Cayman Islands — revenue of $39m | |
| 35 | ZDGE | Zedge, Inc. United States · score 3.6 | — | — | 0.0 bn | -3.6% | 0.0 bn | — | — | Digital marketplaces and games for self-expression content · New York — revenue of $31m | |
| 36 | YAAS | Youxin Technology Ltd China · score 0.8 | — | — | 0.0 bn | -470.8% | 0.0 bn | — | — | AI-enabled SaaS and PaaS for retailers (CRM, HR and office automation), in China · China — revenue of $2m | |
| 37 | AIXI | Xiao-I Corp China · score 1.8 | — | — | 0.0 bn | — | 0.0 bn | — | — | Cognitive artificial intelligence and natural language, from China · China — revenue of $2m | |
| 38 | WCT | Wellchange Holdings Co Ltd Hong Kong · score 1.2 | — | — | 0.0 bn | -543.2% | -0.0 bn | — | — | Low-code software, from Hong Kong · Hong Kong — revenue of $1m |
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
- Cybersecurity 20 companies
- Data and analytics 25 companies
- Analog and industrial semiconductors 19 companies
- IT services and consulting 46 companies
- Data storage 6 companies
and 31 industries more
- 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
- Creative and document software 9 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.