Evenly matched
18 companies value 96 bn revenue 27 bn margin 14.0% free cash flow 6.3 bn avg. score 5.2
BR holds 20.7% of the group's value, 1.0x the runner-up · TYL 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 | BR | Broadridge Financial United States · score 7.0 | 21% | 20 bn | 7.5 bn | 15.0% | 1.3 bn | 6.4% | 2.2% | Shareholder communications technology and financial back-office · Handles shareholder communications for almost the entire US market | |
| 2 | SSNC | SS&C Technologies United States · score 6.7 | 21% | 20 bn | 6.6 bn | 13.2% | 1.8 bn | 8.8% | 1.3% | Software and services for funds and asset managers · Software and services for funds and investment managers | |
| 3 | TYL | Tyler Technologies United States · score 6.3 | 15% | 15 bn | 2.4 bn | 13.4% | 0.7 bn | 4.8% | — | Management software for local governments and public agencies · Software for US local governments and courts; very long contracts | |
| 4 | SEIC | SEI INVESTMENTS CO United States · score 6.6 | 13% | 13 bn | 2.5 bn | 28.8% | 0.7 bn | 5.5% | 1.0% | Financial technology, operations and asset management · Pennsylvania — revenue of $2.5bn | |
| 5 | JKHY | Jack Henry & Associates United States · score 7.7 | 11% | 11 bn | 2.5 bn | 19.8% | 0.7 bn | 6.5% | 1.6% | Banking software for community banks · Core banking systems for US community banks | |
| 6 | CCC | CCC Intelligent Solutions Holdings Inc. United States · score 5.3 | 5% | 4.5 bn | 1.1 bn | 3.8% | 0.3 bn | 6.8% | — | AI-powered SaaS platform for auto insurance and repair · Illinois — revenue of $1.1bn | |
| 7 | QTWO | Q2 Holdings, Inc. United States · score 6.9 | 4% | 3.9 bn | 0.8 bn | 10.9% | 0.2 bn | 5.5% | — | Digital solutions for banks and fintechs · Texas — revenue of $846m | |
| 8 | VERX | Vertex Inc. United States · score 5.6 | 2% | 2.2 bn | 0.8 bn | 0.5% | 0.2 bn | 7.9% | — | Tax calculation and compliance software · Automated sales tax calculation for businesses | |
| 9 | NCNO | nCino, Inc. United States · score 5.5 | 2% | 2.2 bn | 0.6 bn | 5.4% | 0.1 bn | 6.1% | — | Lending and account opening software for banks · North Carolina — revenue of $622m | |
| 10 | ALKT | ALKAMI TECHNOLOGY, INC. United States · score 2.8 | 2% | 1.5 bn | 0.5 bn | -9.2% | 0.1 bn | 4.2% | — | Cloud digital banking sales and service platform · Texas — revenue of $490m | |
| 11 | XZO | Exzeo Group, Inc. United States · score 7.5 | 2% | 1.5 bn | 0.2 bn | 39.1% | 0.1 bn | 6.7% | — | Technology and operations for property and casualty insurers · Florida — revenue of $222m | |
| 12 | DFIN | Donnelley Financial Solutions, Inc. United States · score 6.8 | 1% | 1.3 bn | 0.8 bn | 4.5% | 0.1 bn | 11.9% | — | Regulatory filings and data rooms for financial transactions · Pennsylvania — revenue of $778m | |
| 13 | MTC | MMTEC, INC. Hong Kong · score 0.0 | 1% | 0.7 bn | 0.0 bn | -14x | 0.0 bn | -0.5% | — | Technology platforms for brokers and investors · Hong Kong | |
| 14 | IIIV | i3 Verticals, Inc. United States · score 6.2 | 1% | 0.4 bn | 0.2 bn | 3.9% | 0.1 bn | 11.2% | — | Mission-critical software for public sector entities · Tennessee — revenue of $218m | |
| 15 | BLND | Blend Labs, Inc. United States · score 1.6 | 0% | 0.2 bn | 0.1 bn | -3.3% | 0.0 bn | 3.2% | — | Mortgage and lending origination software for banks · California — revenue of $129m | |
| 16 | NTWK | NETSOL TECHNOLOGIES INC United States · score 7.1 | 0% | 0.1 bn | 0.1 bn | 3.8% | 0.0 bn | 14.9% | 0.4% | Software for asset sales, financing and leasing · California — revenue of $78m | |
| 17 | ADVB | Advanced Biomed Inc. United States · score 1.9 | 0% | 0.0 bn | 0.0 bn | 52x | 0.0 bn | -28.7% | — | AI for regulated financial markets: language models and verification, former Taiwan biomedical firm · Nevada | |
| 18 | MF | MindForge Inc. China · score 1.4 | — | — | 0.0 bn | -55.1% | 0.0 bn | — | — | Technology for the auto insurance sector in China · China — revenue of $24m |
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
- Creative and document software 9 companies
- Electronics contract manufacturing 10 companies
- Digital advertising (adtech) 37 companies
- AI servers 5 companies
- Power semiconductors 8 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.