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Vertical software

The 36 companies in this industry listed on the NYSE and Nasdaq are worth $149 bn combined; the largest are Roper Technologies (ROP), Samsara Inc. (IOT) and PTC Inc. (PTC). For each one: what it does, revenue, margin, free cash flow over the last five years and a score from 0 to 10.

Data as of October 2026

Evenly matched
36 companies value 149 bn revenue 37 bn margin 14.7% free cash flow 7.3 bn avg. score 3.3
ROP holds 25.5% of the group's value, 1.6x the runner-up
Rank Ticker Company Share Value Revenue Margin FCF 5 years FCF/px Yield What it does · why it is here
1 ROP Roper Technologies
United States · score 6.7
 26% 38 bn 8.3 bn 30.2% 2.7 bn 7.0% 1.0% Vertical software and technology for niche markets · Portfolio of niche software with dominant positions and recurring cash
2 IOT Samsara Inc.
United States · score 4.9
 16% 24 bn 1.9 bn 4.9% 0.3 bn 1.1% — Connected platform for fleets and field operations · California — revenue of $1.8bn
3 PTC PTC Inc.
United States · score 6.7
 14% 21 bn 3.0 bn 41.4% 0.9 bn 4.5% — Product design software and the industrial internet · Engineering software (CAD/PLM) for manufacturing
4 GWRE Guidewire Software
United States · score 5.1
 9% 14 bn 1.5 bn 9.4% 0.4 bn 2.7% — Insurance software for policies, claims and billing · Core system for P&C insurers; switching is costly and slow
5 PCOR PROCORE TECHNOLOGIES, INC.
United States · score 3.9
 6% 8.8 bn 1.4 bn -2.7% 0.3 bn 3.9% — Construction project management software · California — revenue of $1.4bn
6 TTAN ServiceTitan, Inc.
United States · score 3.0
 5% 7.5 bn 1.1 bn -12.1% 0.1 bn 1.8% — Operating system for building services companies · California — revenue of $1.1bn
7 APPF AppFolio
United States · score 6.3
 5% 7.5 bn 1.0 bn 15.1% 0.3 bn 3.6% — Management software for real estate and property managers · Leading US software for rental property management
8 DOX Amdocs
Israel · score 7.8
 4% 6.5 bn 4.5 bn 12.5% 0.7 bn 9.9% 3.5% Billing software and systems for telecom carriers · Billing systems for the major telecom operators
9 OTEX Open Text
Canada · score 7.5
 4% 6.2 bn 5.3 bn 12.3% 0.8 bn 13.0% 4.3% Enterprise information and content management, from Canada · Enterprise document and information management
10 INTA Intapp, Inc.
United States · score 3.4
 2% 3.4 bn 0.6 bn -7.1% 0.1 bn 4.3% — AI solutions for professional firms in regulated industries · California — revenue of $578m
11 AGYS AGILYSYS INC
United States · score 6.7
 2% 3.2 bn 0.3 bn 13.0% 0.1 bn 2.5% — Software for hotels, casinos and restaurants, for 45 years · Georgia — revenue of $330m
12 BLKB BLACKBAUD INC
United States · score 6.7
 2% 2.4 bn 1.1 bn 13.1% 0.3 bn 13.6% — Software for nonprofits and social impact organizations · South Carolina — revenue of $1.1bn
13 EVCM EverCommerce Inc.
United States · score 4.8
 1% 1.7 bn 0.6 bn 5.7% 0.1 bn 6.2% — SaaS for home services, health and wellness · Colorado — revenue of $598m
14 LSPD Lightspeed Commerce Inc.
Canada · score 2.6
 1% 1.5 bn 1.2 bn -11.8% 0.1 bn 3.3% — Point of sale and payments for retail and restaurants · Canada — revenue of $1.2bn
15 LZ LEGALZOOM.COM, INC.
United States · score 6.9
 1% 1.1 bn 0.8 bn 2.1% 0.1 bn 13.9% — Online legal services for individuals and small businesses · California — revenue of $792m
16 SABR Sabre Corp
United States · score 0.0
 0% 0.7 bn 2.9 bn 18.4% -0.0 bn -2.5% — Technology and distribution for the travel industry · Texas — revenue of $2.9bn
17 CRNC Cerence Inc.
United States · score 3.9
 0% 0.4 bn 0.3 bn -5.0% 0.1 bn 19.3% — Embedded conversational and agentic AI · Massachusetts — revenue of $309m
18 LAW CS Disco, Inc.
United States · score 0.0
 0% 0.3 bn 0.2 bn -24.2% -0.0 bn -5.6% — Data and collaboration platform for legal departments · Texas — revenue of $167m
19 GLOO Gloo Holdings, Inc.
United States · score 0.0
 0% 0.3 bn 0.1 bn -81.3% -0.1 bn -23.7% — Data and AI platform for churches and faith organizations · Colorado — revenue of $154m
20 XPER Xperi Inc.
United States · score 0.8
 0% 0.2 bn 0.5 bn -7.1% 0.0 bn 1.1% — Technology for media and entertainment · California — revenue of $457m
21 SMRT SmartRent, Inc.
United States · score 0.5
 0% 0.2 bn 0.1 bn -13.0% 0.0 bn -0.5% — Property management technology for owners and residents · Arizona — revenue of $151m
22 PERF Perfect Corp.
Taiwan · score 5.2
 0% 0.2 bn 0.1 bn 8.4% 0.0 bn 5.0% — Virtual beauty with augmented reality and artificial intelligence · Taiwan — revenue of $69m
23 MWC Micware Co., Ltd.
Japan · score 6.2
 0% 0.1 bn 0.1 bn 7.3% 0.0 bn — 12.5% — Navigation and map software, from Japan · Japan — revenue of $140m
24 RSSS Research Solutions, Inc.
United States · score 6.8
 0% 0.1 bn 0.1 bn 5.8% 0.0 bn 7.8% — Holding company for research services and access to scientific articles · Nevada — revenue of $48m
25 CREX CREATIVE REALITIES, INC.
United States · score 0.0
 0% 0.0 bn 0.1 bn -29.3% -0.0 bn -35.8% — Digital signage and media for retail, stadiums and restaurants · Kentucky — revenue of $72m
26 CHOW ChowChow Cloud International Holdings Ltd
Hong Kong · score 0.1
 0% 0.0 bn 0.0 bn -9.4% -0.0 bn — -61.5% 0.7% Restaurant software in Hong Kong and Singapore · Hong Kong — revenue of $32m
27 MNDO MIND CTI LTD
Israel · score 6.4
 0% 0.0 bn 0.0 bn 13.4% 0.0 bn 21.4% 24.3% Rating and billing software for telecom, from Israel · Israel — revenue of $19m
28 SMSI SMITH MICRO SOFTWARE, INC.
United States · score 0.0
 0% 0.0 bn 0.0 bn -92.6% -0.0 bn -67.8% — Software for mobile operators · Pennsylvania — revenue of $17m
29 GRDX GridAI Technologies Corp.
United States · score 0.0
 0% 0.0 bn 0.0 bn -178x -0.0 bn -25.9% — Energy orchestration software for AI data centers, with a retained biopharma asset · Florida
30 SPPL SIMPPLE LTD.
Singapore · score 0.0
 0% 0.0 bn 0.0 bn -70.9% 0.0 bn -10.1% — Software and robotics for facilities management, from Singapore · Singapore — revenue of $5m
31 BTLN Brightline Interactive, Inc./NV
United States · score 1.1
 0% 0.0 bn 0.0 bn — 0.0 bn -37.2% — Virtual and augmented reality software for enterprises · New York
32 GYGY Game Your Game Inc.
United States · score 0.7
 0% 0.0 bn 0.0 bn — 0.0 bn -27.9% — Shot tracking and golf technology · California
33 MYSZ My Size, Inc.
Israel · score 0.6
 — — 0.0 bn -66.7% 0.0 bn — — Fashion technology: sizing, inventory and circular economy · Israel — revenue of $11m
34 DAIC CID Holdco, Inc.
United States · score 0.5
 — — 0.0 bn -276.8% -0.0 bn — — Real-time tracking of high-value assets · Maryland — revenue of $5m
35 MMA MIXED MARTIAL ARTS GROUP LTD
Australia · score 1.5
 — — 0.0 bn — -0.0 bn — — Training platforms, gym management and marketing for martial arts · Australia — revenue of $1m
36 RMSG Real Messenger Corp
United States · score 2.5
 — — 0.0 bn — 0.0 bn — — Technology platform for the real estate sector · California

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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.

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