Comfortable leader
13 companies value 28 bn revenue 9.0 bn margin 1.2% free cash flow 1.5 bn avg. score 2.8
HUBS holds 42.1% of the group's value, 1.4x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | HUBS | HubSpot United States · score 6.3 | 42% | 12 bn | 3.5 bn | 4.3% | 0.8 bn | 6.8% | — | Marketing, sales and service platform for businesses · Leading marketing and CRM platform among midsize companies | |
| 2 | ZETA | Zeta Global United States · score 3.8 | 29% | 8.2 bn | 1.6 bn | -0.1% | 0.2 bn | 2.8% | — | AI-driven marketing and consumer data · Marketing built on its own consumer data | |
| 3 | KVYO | Klaviyo United States · score 5.0 | 18% | 5.0 bn | 1.4 bn | 0.5% | 0.3 bn | 5.1% | — | Marketing and CRM for consumer brands · Marketing automation for e-commerce; native Shopify integration | |
| 4 | CXM | Sprinklr, Inc. United States · score 6.1 | 5% | 1.4 bn | 0.9 bn | 2.7% | 0.1 bn | 9.0% | — | Unified customer experience management platform with AI · New York — revenue of $873m | |
| 5 | SPT | Sprout Social United States · score 3.7 | 3% | 0.7 bn | 0.5 bn | -6.1% | 0.1 bn | 7.1% | — | Social media management and customer care for brands · Social media management for businesses | |
| 6 | YEXT | Yext, Inc. United States · score 5.9 | 3% | 0.7 bn | 0.4 bn | 5.9% | 0.1 bn | 7.7% | — | Brand information management across the digital ecosystem · New York — revenue of $443m | |
| 7 | THRY | Thryv Holdings, Inc. United States · score 4.1 | 0% | 0.1 bn | 0.7 bn | -2.3% | 0.0 bn | 75.2% | — | AI-powered software platform for small and midsize businesses · Texas — revenue of $712m | |
| 8 | MCHX | MARCHEX INC United States · score 0.6 | 0% | 0.1 bn | 0.0 bn | -11.3% | 0.0 bn | -1.4% | — | AI-powered conversation intelligence for vertical market analysis · Washington — revenue of $44m | |
| 9 | BLIN | Bridgeline Digital, Inc. United States · score 0.6 | 0% | 0.0 bn | 0.0 bn | -14.2% | 0.0 bn | -3.6% | — | AI-powered marketing and search technology · Massachusetts — revenue of $16m | |
| 10 | VS | Versus Systems Inc. Canada · score 0.0 | 0% | 0.0 bn | 0.0 bn | -78.4% | 0.0 bn | -14.1% | — | Enterprise gamification and rewards software · Canada — revenue of $2m | |
| 11 | LCFY | Locafy Ltd Australia · score 0.0 | 0% | 0.0 bn | 0.0 bn | -134.7% | 0.0 bn | -20.9% | — | Search engine optimization and digital presence, from Australia · Australia — revenue of $2m | |
| 12 | PARA | Banzai International, Inc. United States · score 0.4 | — | — | 0.0 bn | -228.7% | -0.0 bn | — | — | Marketing and webinar software · Washington — revenue of $11m | |
| 13 | CHGA | Change Agents Corporation. United States · score 0.5 | — | — | 0.0 bn | -643.2% | -0.0 bn | — | — | AI software for short-form video and generative search (GEO), plus consumer health technology · New Jersey — 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
- 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
- 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
- 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.