Software Comps
Tracking financial, operational, and AI metrics across 139 US and Canadian public software businesses.
Vertical vs Horizontal
| EV / Rev | Rev Growth | Gross Mgn | EBITDA Mgn | FCF Mgn | Rule of 40 | Price YoY | vs 52W High | vs 52W Low | AI Tailwind | |
|---|---|---|---|---|---|---|---|---|---|---|
Vertical | 4.8x | 12.9% | 71.3% | 18.5% | 21.3% | 30.8 | +7.9% | -28.0% | +55.1% | 3.50 |
Horizontal | 4.7x | 16.0% | 75.6% | 7.4% | 23.3% | 22.9 | +22.9% | -18.0% | +87.1% | 3.00 |
└ex-Infra | 3.7x | 13.3% | 74.8% | 11.8% | 20.3% | 25.1 | +14.8% | -25.2% | +64.2% | 2.70 |
60 Vertical · 79 Horizontal (28 Infra, 51 ex-Infra)
│
139 companiesCompany | Type | Vertical | Revenue | Rev Growth | EV | EV/Rev ↓ | EV/EBITDA | P/E | Gross Mgn | EBITDA Mgn | FCF Mgn | Ro40 | Price | 52W Range | 1Y Chg | vs 52WH | vs 52WL |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Palantir TechnologiesPLTR:NAS | Vertical | Public Sector | $6.2B | 92.8% | $401.9B | 65.3x | 151.0x | 154 | 84.8% | 43.3% | 35.1% | 136.1 | $179.01 | $106.37$207.52 | 17.6% | -13.7% | +68.3% |
CloudflareNET:NYS | Infra | — | $2.5B | 35.9% | $117.2B | 46.6x | NM | 143 | 72.6% | -0.2% | 27.5% | 35.7 | $330.83 | $158.83$332.22 | 52.7% | -0.4% | +108.3% |
CrowdStrike HoldingsCRWD:NAS | Infra | — | $5.1B | 25.6% | $222.1B | 43.6x | 3,744.8x | 109 | 75.1% | 1.2% | 37.8% | 26.8 | $225.53 | $85.68$226.90 | 65.5% | -0.6% | +163.2% |
Palo Alto NetworksPANW:NAS | Infra | — | $10.6B | 31.1% | $314.4B | 29.6x | 212.0x | 341 | 72.0% | 14.0% | 33.7% | 45.1 | $396.00 | $139.57$398.87 | 79.4% | -0.7% | +183.7% |
SnowflakeSNOW:NYS | Infra | — | $5.0B | 33.5% | $115.0B | 22.8x | NM | — | 67.1% | -22.4% | 34.6% | 11.1 | $337.38 | $118.30$341.95 | 57.9% | -1.3% | +185.2% |
DatadogDDOG:NAS | Infra | — | $4.0B | 35.6% | $86.9B | 21.9x | 1,047.9x | 495 | 79.5% | 2.1% | 26.5% | 37.7 | $252.24 | $98.01$292.72 | 47.2% | -13.8% | +157.4% |
DigitalOceanDOCN:NYS | Infra | — | $1.0B | 28.6% | $16.8B | 16.6x | 54.3x | 60 | 57.2% | 30.5% | -2.4% | 59.1 | $132.29 | $29.62$187.50 | 45.5% | -29.4% | +346.6% |
JFrogFROG:NAS | Infra | — | $600M | 28.7% | $9.8B | 16.3x | NM | 65 | 77.9% | -6.8% | 33.8% | 21.9 | $95.15 | $34.05$99.22 | 52.8% | -4.1% | +179.4% |
Cadence Design SystemsCDNS:NAS | Vertical | Manufacturing & Industrial | $5.8B | 24.2% | $90.3B | 15.5x | 41.9x | 64 | 85.9% | 36.9% | 27.6% | 61.1 | $323.77 | $262.75$416.69 | -1.2% | -22.3% | +23.2% |
SoundHound AISOUN:NAS | Horizontal | — | $203M | 45.0% | $3.1B | 15.2x | NM | — | 42.3% | -76.7% | -22.4% | -31.7 | $7.48 | $5.65$22.17 | -17.2% | -66.3% | +32.4% |
FortinetFTNT:NAS | Infra | — | $7.5B | 25.6% | $114.5B | 15.2x | 44.1x | 59 | 80.2% | 34.5% | 30.1% | 60.1 | $165.44 | $73.55$172.09 | 59.5% | -3.9% | +124.9% |
AppLovinAPP:NAS | Horizontal | — | $6.8B | 52.8% | $102.1B | 15.0x | 18.9x | 24 | 88.5% | 79.3% | 46.6% | 132.1 | $312.67 | $303.17$745.61 | -38.9% | -58.1% | +3.1% |
ShopifySHOP:NAS | Vertical | Retail & CPG | $13.3B | 33.7% | $188.8B | 14.2x | 78.8x | 108 | 47.8% | 18.0% | 12.0% | 51.7 | $158.53 | $94.00$182.19 | 19.7% | -13.0% | +68.6% |
RubrikRBRK:NYS | Infra | — | $1.4B | 39.0% | $19.3B | 13.6x | NM | — | 80.6% | -20.1% | 30.9% | 18.9 | $105.09 | $42.25$105.28 | 57.0% | -0.2% | +148.7% |
SamsaraIOT:NYS | Vertical | Supply Chain & Logistics | $1.7B | 30.5% | $23.2B | 13.4x | NM | 411 | 76.3% | -0.1% | 14.0% | 30.4 | $41.14 | $23.38$47.47 | 22.5% | -13.3% | +76.0% |
MongoDBMDB:NAS | Infra | — | $2.6B | 25.2% | $32.8B | 12.6x | NM | — | 72.0% | -3.1% | 19.9% | 22.1 | $472.29 | $206.92$472.32 | 40.4% | 0.0% | +128.2% |
Fair IsaacFICO:NYS | Vertical | Financial Services | $2.4B | 25.7% | $29.3B | 12.3x | 23.2x | 32 | 85.1% | 52.8% | 32.4% | 78.5 | $1,110.70 | $870.01$1998.01 | -17.9% | -44.4% | +27.7% |
Descartes Systems GroupDSG:NAS | Vertical | Supply Chain & Logistics | $754M | 14.7% | $8.9B | 11.8x | 27.8x | 38 | 77.3% | 42.4% | 35.6% | 57.1 | $107.61 | $62.56$150.74 | 2.0% | -28.6% | +72.0% |
Red VioletRDVT:NAS | Vertical | Financial Services | $99M | 22.7% | $1.1B | 11.5x | 60.5x | 65 | 84.7% | 19.0% | 14.0% | 41.7 | $73.74 | $33.40$73.87 | 44.6% | -0.2% | +120.8% |
MicrosoftMSFT:NAS | Horizontal | — | $331.8B | 17.7% | $3.7T | 11.2x | 19.1x | 28 | 67.9% | 58.5% | 5.0% | 76.2 | $496.88 | $349.20$553.72 | 14.8% | -10.3% | +42.3% |
Guidewire SoftwareGWRE:NYS | Vertical | Insurance | $1.4B | 26.9% | $14.4B | 10.1x | 109.7x | 99 | 64.0% | 9.2% | 19.9% | 36.1 | $182.62 | $102.30$272.60 | 13.8% | -33.0% | +78.5% |
Unity SoftwareU:NYS | Vertical | Media & Entertainment | $2.0B | 23.9% | $20.4B | 10.1x | 139.5x | 20 | 76.1% | 7.2% | 29.6% | 31.1 | $45.79 | $16.78$52.15 | 45.1% | -12.2% | +172.9% |
SynopsysSNPS:NAS | Vertical | Manufacturing & Industrial | $8.7B | 41.9% | $87.2B | 10.0x | 51.4x | 94 | 82.6% | 19.5% | 40.8% | 61.4 | $411.75 | $366.00$626.24 | -8.0% | -34.3% | +12.5% |
Manhattan AssociatesMANH:NAS | Vertical | Supply Chain & Logistics | $1.1B | 9.3% | $11.1B | 9.9x | 38.4x | 58 | 55.8% | 25.7% | 28.5% | 35.0 | $200.92 | $119.06$220.59 | 29.3% | -8.9% | +68.8% |
SailPoint TechnologiesSAIL:NAS | Infra | — | $1.1B | 21.6% | $11.0B | 9.8x | 1,221.7x | — | 66.4% | 0.8% | 28.7% | 22.4 | $19.99 | $10.30$24.00 | 23.8% | -16.7% | +94.1% |
FigmaFIG:NYS | Horizontal | — | $1.3B | 48.2% | $12.4B | 9.7x | NM | 65 | 79.1% | -122.2% | 69.9% | -74.0 | $26.35 | $16.60$82.94 | -4.5% | -68.2% | +58.7% |
Veeva SystemsVEEV:NYS | Vertical | Healthcare | $3.3B | 16.3% | $32.0B | 9.6x | 31.2x | 45 | 75.0% | 30.9% | 37.9% | 47.2 | $252.64 | $148.05$310.50 | 25.5% | -18.6% | +70.6% |
AgilysysAGYS:NAS | Vertical | Hospitality | $330M | 14.3% | $3.1B | 9.5x | 64.3x | 76 | 63.1% | 14.8% | 17.4% | 29.1 | $115.20 | $61.50$145.25 | 20.3% | -20.7% | +87.3% |
ServiceNowNOW:NYS | Horizontal | — | $14.7B | 24.0% | $133.0B | 9.0x | 45.9x | 80 | 74.8% | 19.7% | 35.0% | 43.7 | $127.25 | $81.24$194.73 | 3.9% | -34.7% | +56.6% |
NavanNAVN:NAS | Horizontal | — | $765M | 39.9% | $6.8B | 8.9x | NM | — | 72.1% | -18.8% | 0.5% | 21.1 | $29.71 | $8.11$29.98 | 74.7% | -0.9% | +266.3% |
PDF SolutionsPDFS:NAS | Vertical | Manufacturing & Industrial | $241M | 18.9% | $2.1B | 8.9x | 61.7x | 201 | 71.5% | 14.4% | -5.5% | 33.3 | $50.35 | $18.93$71.69 | 27.1% | -29.8% | +166.0% |
VeriskVRSK:NAS | Vertical | Financial Services | $3.1B | 4.4% | $27.5B | 8.8x | 18.2x | 29 | 70.2% | 48.3% | 33.7% | 52.7 | $185.94 | $155.94$276.19 | -5.7% | -32.7% | +19.2% |
QualysQLYS:NAS | Infra | — | $703M | 11.0% | $6.1B | 8.7x | 24.0x | 34 | 83.4% | 36.2% | 34.8% | 47.2 | $195.88 | $74.51$201.54 | 62.1% | -2.8% | +162.9% |
OracleORCL:NYS | Horizontal | — | $67.4B | 20.6% | $582.6B | 8.6x | 19.1x | 27 | 65.8% | 45.3% | -36.4% | 65.9 | $156.22 | $114.50$345.72 | -12.0% | -54.8% | +36.4% |
ZscalerZS:NAS | Infra | — | $3.2B | 25.4% | $27.0B | 8.5x | NM | 40 | 76.7% | -1.9% | 34.9% | 23.5 | $188.18 | $114.62$336.99 | 2.0% | -44.2% | +64.2% |
ServiceTitanTTAN:NAS | Vertical | AEC & Trades | $1.0B | 24.6% | $8.4B | 8.3x | NM | — | 71.1% | -7.9% | 16.1% | 16.7 | $93.70 | $54.17$119.99 | 19.5% | -21.9% | +73.0% |
NetskopeNTSK:NAS | Infra | — | $753M | 27.8% | $6.2B | 8.2x | NM | — | 69.3% | -90.2% | 35.1% | -62.4 | $16.19 | $7.67$27.99 | 18.5% | -42.2% | +111.1% |
OktaOKTA:NAS | Infra | — | $3.0B | 11.2% | $23.4B | 7.8x | 87.7x | 112 | 77.4% | 8.9% | 32.6% | 20.1 | $154.95 | $62.66$157.00 | 60.8% | -1.3% | +147.3% |
Bentley SystemsBSY:NAS | Vertical | AEC & Trades | $1.6B | 12.8% | $12.2B | 7.6x | 26.1x | 41 | 81.8% | 29.2% | 24.8% | 42.0 | $36.56 | $28.08$57.25 | 0.3% | -36.1% | +30.2% |
VaronisVRNS:NAS | Infra | — | $688M | 18.3% | $5.1B | 7.4x | NM | 81 | 77.1% | -19.0% | 20.2% | -0.7 | $45.82 | $19.70$63.90 | 42.1% | -28.3% | +132.6% |
KinaxisKXS:TSE | Vertical | Supply Chain & Logistics | $603M | 16.4% | $4.4B | 7.3x | 38.8x | 41 | 66.1% | 18.7% | 23.5% | 35.1 | $175.11 | $117.22$200.22 | 13.9% | -12.5% | +49.4% |
AutodeskADSK:NAS | Vertical | AEC & Trades | $7.5B | 18.4% | $54.2B | 7.2x | 25.4x | 38 | 92.4% | 28.5% | 40.8% | 46.9 | $257.96 | $185.50$329.09 | 2.6% | -21.6% | +39.1% |
SentinelOneS:NYS | Infra | — | $1.0B | 20.8% | $7.5B | 7.2x | NM | — | 73.2% | -24.7% | 25.6% | -3.9 | $23.84 | $11.81$23.95 | 52.2% | -0.5% | +101.9% |
FastlyFSLY:NAS | Infra | — | $687M | 23.3% | $4.8B | 7.0x | NM | 45 | 61.5% | -5.6% | 12.7% | 17.7 | $30.02 | $6.84$34.82 | 72.3% | -13.8% | +338.9% |
Life360LIF:NAS | Horizontal | — | $573M | 37.8% | $3.8B | 6.7x | 154.1x | 29 | 77.6% | 4.4% | 13.0% | 42.2 | $50.25 | $37.01$112.54 | -10.2% | -55.3% | +35.8% |
TwilioTWLO:NYS | Horizontal | — | $5.6B | 22.0% | $36.7B | 6.6x | 73.5x | 34 | 48.6% | 9.0% | 17.1% | 31.0 | $249.42 | $98.44$258.35 | 61.8% | -3.5% | +153.4% |
NutanixNTNX:NAS | Infra | — | $2.7B | 10.0% | $17.9B | 6.5x | 56.6x | 72 | 87.1% | 11.5% | 23.0% | 21.5 | $67.95 | $34.01$82.42 | 38.7% | -17.6% | +99.8% |
AppFolioAPPF:NAS | Vertical | Real Estate | $1.0B | 19.3% | $6.8B | 6.5x | 34.8x | 47 | 63.5% | 18.7% | 19.1% | 38.0 | $203.97 | $142.56$288.74 | 7.2% | -29.4% | +43.1% |
AtlassianTEAM:NAS | Horizontal | — | $6.6B | 27.6% | $42.0B | 6.4x | 206.0x | — | 85.6% | 3.1% | 23.0% | 30.7 | $165.98 | $56.01$184.00 | 53.9% | -9.8% | +196.3% |
DynatraceDT:NYS | Infra | — | $2.1B | 16.2% | $13.4B | 6.4x | 45.9x | 102 | 81.6% | 13.9% | 26.1% | 30.1 | $50.75 | $31.64$53.28 | 22.9% | -4.8% | +60.4% |
Procore TechnologiesPCOR:NYS | Vertical | AEC & Trades | $1.4B | 15.8% | $8.9B | 6.2x | 135.9x | 22 | 80.1% | 4.6% | 21.4% | 20.4 | $62.17 | $38.03$82.31 | 6.9% | -24.5% | +63.5% |
Thomson ReutersTRI:NAS | Vertical | Legal | $7.8B | 9.5% | $47.0B | 6.0x | 20.5x | 28 | 39.7% | 29.3% | 26.9% | 38.8 | $106.07 | $76.28$180.00 | 0.7% | -41.1% | +39.1% |
Roper TechnologiesROP:NAS | Vertical | Diversified | $8.3B | 8.5% | $50.0B | 6.0x | 15.5x | 17 | 69.5% | 39.1% | 27.4% | 47.6 | $397.50 | $305.96$544.94 | 4.8% | -27.1% | +29.9% |
InnodataINOD:NAS | Horizontal | — | $317M | 57.8% | $1.9B | 5.9x | 31.5x | 48 | 43.3% | 18.7% | 53.5% | 76.5 | $62.13 | $34.23$125.14 | 1.0% | -50.4% | +81.5% |
PTCPTC:NAS | Vertical | Manufacturing & Industrial | $3.0B | -6.8% | $17.3B | 5.9x | 13.6x | 15 | 84.5% | 43.2% | 34.9% | 36.4 | $153.89 | $108.50$217.64 | 1.4% | -29.3% | +41.8% |
DoximityDOCS:NYS | Vertical | Healthcare | $656M | 7.3% | $3.8B | 5.8x | 18.1x | 32 | 88.1% | 31.8% | 36.6% | 39.1 | $26.59 | $17.15$76.51 | -16.3% | -65.2% | +55.0% |
GitLabGTLB:NAS | Infra | — | $1.0B | 23.1% | $5.6B | 5.6x | NM | 27 | 86.8% | -4.5% | 31.1% | 18.6 | $43.35 | $18.73$52.38 | 36.3% | -17.2% | +131.4% |
Constellation SoftwareCSU:TSE | Vertical | Diversified | $12.6B | 17.3% | $70.7B | 5.6x | 30.5x | 50 | 37.3% | 18.3% | 22.1% | 35.6 | $3,162.97 | $2196.00$4634.98 | 10.7% | -31.8% | +44.0% |
Tyler TechnologiesTYL:NYS | Vertical | Public Sector | $2.4B | 8.2% | $13.5B | 5.6x | 29.4x | 43 | 47.2% | 18.9% | 24.5% | 27.1 | $328.95 | $270.71$580.48 | -10.6% | -43.3% | +21.5% |
Akamai TechnologiesAKAM:NAS | Infra | — | $4.3B | 5.4% | $24.0B | 5.5x | 22.2x | 45 | 57.5% | 25.0% | 16.4% | 30.4 | $125.29 | $70.82$165.45 | 17.2% | -24.3% | +76.9% |
AvePointAVPT:NAS | Horizontal | — | $466M | 22.0% | $2.5B | 5.4x | 47.9x | 44 | 73.4% | 11.3% | 17.5% | 33.3 | $13.75 | $8.84$16.77 | 17.5% | -18.0% | +55.5% |
IntappINTA:NAS | Vertical | Legal | $578M | 13.0% | $3.0B | 5.2x | NM | — | 75.8% | -0.7% | 29.9% | 12.3 | $41.02 | $19.01$47.93 | 33.3% | -14.4% | +115.8% |
Automatic Data ProcessingADP:NAS | Horizontal | — | $21.9B | 6.8% | $111.0B | 5.1x | 17.3x | 25 | 48.7% | 29.2% | 23.9% | 36.0 | $276.23 | $188.16$310.08 | 17.3% | -10.9% | +46.8% |
AlkamiALKT:NAS | Vertical | Financial Services | $490M | 15.9% | $2.5B | 5.1x | NM | — | 57.4% | -4.5% | 16.9% | 11.4 | $20.78 | $13.98$26.89 | 12.1% | -22.7% | +48.6% |
Zoom CommunicationsZM:NAS | Horizontal | — | $4.9B | 5.5% | $24.5B | 5.0x | 18.3x | 16 | 77.8% | 27.2% | 40.2% | 32.7 | $109.84 | $70.70$114.74 | 23.5% | -4.3% | +55.4% |
Gen DigitalGEN:NAS | Horizontal | — | $5.1B | 11.0% | $25.3B | 5.0x | 10.5x | 17 | 78.0% | 47.4% | 30.5% | 53.7 | $29.57 | $17.78$32.09 | 21.5% | -7.9% | +66.3% |
MagniteMGNI:NAS | Vertical | Media & Entertainment | $742M | 11.2% | $3.6B | 4.8x | 22.7x | 22 | 64.8% | 21.2% | 21.6% | 32.4 | $24.58 | $10.82$26.65 | 60.4% | -7.8% | +127.2% |
CCC Intelligent SolutionsCCC:NAS | Vertical | Automotive | $1.1B | 9.8% | $5.4B | 4.8x | 16.9x | 102 | 75.1% | 28.6% | 26.1% | 38.4 | $7.12 | $4.08$10.13 | 13.6% | -29.7% | +74.5% |
Commvault SystemsCVLT:NAS | Infra | — | $1.2B | 11.4% | $5.9B | 4.8x | 48.0x | 97 | 81.1% | 10.0% | 25.0% | 21.4 | $151.10 | $71.75$198.18 | 33.2% | -23.8% | +110.6% |
ElasticESTC:NYS | Infra | — | $1.7B | 16.0% | $8.2B | 4.7x | NM | 25 | 76.2% | -1.6% | 26.5% | 14.4 | $86.03 | $42.05$96.07 | 34.5% | -10.5% | +104.6% |
IntuitINTU:NAS | Vertical | Financial Services | $20.9B | 10.4% | $98.1B | 4.7x | 15.3x | 22 | 80.8% | 30.6% | 25.0% | 41.0 | $358.29 | $252.84$721.54 | -21.0% | -50.3% | +41.7% |
PaycomPAYC:NYS | Horizontal | — | $2.1B | 9.8% | $10.1B | 4.7x | 13.8x | 24 | 88.1% | 34.3% | 19.8% | 44.1 | $223.63 | $104.90$234.60 | 54.3% | -4.7% | +113.2% |
FactSetFDS:NYS | Vertical | Financial Services | $2.4B | 6.4% | $11.2B | 4.6x | 12.0x | 19 | 51.4% | 38.2% | 25.5% | 44.6 | $287.18 | $185.00$387.75 | 16.1% | -25.9% | +55.2% |
Zeta Global HoldingsZETA:NYS | Horizontal | — | $1.6B | 43.5% | $7.1B | 4.5x | 61.0x | 17 | 59.5% | 7.4% | 16.1% | 50.9 | $29.62 | $14.37$29.89 | 54.7% | -0.9% | +106.1% |
Q2 HoldingQTWO:NYS | Vertical | Financial Services | $846M | 12.6% | $3.8B | 4.5x | 33.5x | 47 | 57.0% | 13.5% | 22.5% | 26.1 | $66.22 | $40.79$85.19 | 16.1% | -22.3% | +62.3% |
SalesforceCRM:NYS | Horizontal | — | $42.8B | 13.3% | $189.0B | 4.4x | 14.7x | 23 | 77.6% | 30.1% | 38.6% | 43.4 | $201.37 | $146.32$269.11 | -0.7% | -25.2% | +37.6% |
PaylocityPCTY:NAS | Horizontal | — | $1.8B | 11.0% | $7.6B | 4.3x | 17.7x | 31 | 69.3% | 24.2% | 20.3% | 35.2 | $152.71 | $92.99$182.83 | 22.5% | -16.5% | +64.2% |
AdobeADBE:NAS | Horizontal | — | $25.2B | 12.7% | $109.0B | 4.3x | 11.2x | 16 | 89.4% | 38.6% | 36.6% | 51.3 | $270.49 | $190.12$370.86 | -1.0% | -27.1% | +42.3% |
C3.aiAI:NYS | Horizontal | — | $250M | -52.5% | $1.1B | 4.3x | NM | — | 30.9% | -189.5% | -10.6% | -242.0 | $10.18 | $7.67$20.22 | -8.5% | -49.7% | +32.7% |
WorkdayWDAY:NAS | Horizontal | — | $9.9B | 13.5% | $50.4B | 4.3x | 28.3x | 64 | 75.8% | 15.3% | 31.6% | 28.8 | $206.45 | $110.36$249.85 | 26.6% | -17.4% | +87.1% |
SS&C Technologies HoldingsSSNC:NAS | Vertical | Financial Services | $6.6B | 10.3% | $26.7B | 4.1x | 12.6x | 24 | 48.1% | 32.1% | 19.8% | 42.4 | $82.04 | $61.40$91.07 | 8.6% | -9.9% | +33.6% |
TenableTENB:NAS | Infra | — | $1.0B | 8.6% | $4.2B | 4.0x | 78.2x | NM | 78.1% | 5.1% | 24.6% | 13.7 | $40.03 | $15.73$43.67 | 57.4% | -8.3% | +154.5% |
DropboxDBX:NAS | Horizontal | — | $2.5B | 0.9% | $10.2B | 4.0x | 12.3x | 20 | 79.7% | 32.8% | 30.9% | 33.7 | $35.93 | $21.70$35.97 | 32.0% | -0.1% | +65.6% |
UiPathPATH:NYS | Horizontal | — | $1.7B | 17.3% | $6.7B | 4.0x | 54.1x | 28 | 83.0% | 7.4% | 30.6% | 24.7 | $16.68 | $9.20$19.84 | 31.0% | -15.9% | +81.3% |
nCinoNCNO:NAS | Vertical | Financial Services | $610M | 10.6% | $2.3B | 3.8x | 32.4x | 172 | 61.6% | 11.7% | 22.7% | 22.3 | $20.66 | $13.80$33.92 | 6.0% | -39.1% | +49.7% |
AmplitudeAMPL:NAS | Horizontal | — | $374M | 21.2% | $1.4B | 3.8x | NM | — | 72.4% | -25.7% | 19.0% | -4.5 | $13.30 | $5.51$13.32 | 54.6% | -0.2% | +141.4% |
WorkivaWK:NYS | Vertical | Financial Services | $966M | 18.6% | $3.7B | 3.8x | 87.6x | 88 | 80.2% | 4.4% | 17.5% | 23.0 | $73.75 | $43.34$97.09 | 10.6% | -24.0% | +70.2% |
EverCommerceEVCM:NAS | Horizontal | — | $598M | 2.7% | $2.2B | 3.7x | 19.1x | 67 | 77.8% | 19.1% | 17.2% | 21.8 | $10.11 | $7.66$14.41 | -7.0% | -29.8% | +32.0% |
BrazeBRZE:NAS | Horizontal | — | $787M | 30.2% | $2.8B | 3.6x | NM | 26 | 66.5% | -13.7% | 23.7% | 16.5 | $29.87 | $15.26$37.33 | 22.2% | -20.0% | +95.7% |
Blend LabsBLND:NYS | Vertical | Financial Services | $130M | 7.0% | $457M | 3.5x | NM | — | 74.8% | -11.2% | 18.1% | -4.2 | $1.55 | $1.18$4.49 | -27.8% | -65.5% | +31.4% |
SPS CommerceSPSC:NAS | Vertical | Supply Chain & Logistics | $773M | 5.6% | $2.7B | 3.5x | 14.7x | 38 | 69.8% | 23.7% | 22.9% | 29.3 | $79.37 | $49.04$117.37 | 14.2% | -32.4% | +61.8% |
DocusignDOCU:NAS | Horizontal | — | $3.3B | 8.7% | $11.6B | 3.5x | 30.0x | 42 | 79.5% | 11.8% | 38.1% | 20.5 | $64.09 | $40.16$86.65 | 18.2% | -26.0% | +59.6% |
First AdvantageFA:NAS | Horizontal | — | $1.7B | 14.9% | $5.4B | 3.3x | 12.8x | 148 | 45.2% | 25.3% | 12.9% | 40.2 | $22.20 | $8.82$25.15 | 51.9% | -11.7% | +151.7% |
AppianAPPN:NAS | Horizontal | — | $795M | 19.1% | $2.6B | 3.3x | 65.7x | NM | 72.4% | 5.0% | 13.7% | 24.1 | $37.01 | $18.63$46.06 | 31.5% | -19.6% | +98.7% |
Dye & DurhamDND:TSE | Vertical | Legal | $412M | -11.8% | $1.3B | 3.3x | 10.1x | 5 | 91.7% | 32.3% | 62.4% | 20.5 | $0.85 | $0.73$11.73 | -74.3% | -92.8% | +16.4% |
FiservFISV:NAS | Vertical | Financial Services | $21.2B | 3.6% | $56.3B | 3.1x | 7.4x | 11 | 59.4% | 42.1% | 20.3% | 45.7 | $55.50 | $47.04$140.42 | -8.3% | -60.5% | +18.0% |
Bill.comBILL:NYS | Horizontal | — | $1.6B | 13.5% | $4.8B | 3.0x | 144.2x | — | 83.7% | 2.1% | 10.5% | 15.6 | $51.31 | $31.41$57.21 | 17.2% | -10.3% | +63.4% |
PegasystemsPEGA:NAS | Horizontal | — | $1.7B | 9.4% | $5.2B | 3.0x | 24.9x | 19 | 75.6% | 12.1% | 29.2% | 21.5 | $33.49 | $25.10$68.10 | -23.6% | -50.8% | +33.4% |
KlaviyoKVYO:NYS | Vertical | Retail & CPG | $1.4B | 26.4% | $4.2B | 3.0x | NM | NM | 73.8% | -0.8% | 20.5% | 25.6 | $19.22 | $12.53$36.23 | -9.0% | -46.9% | +53.4% |
VertexVERX:NAS | Vertical | Financial Services | $787M | 10.5% | $2.3B | 2.9x | 117.1x | NM | 64.0% | 2.5% | 9.0% | 13.0 | $13.25 | $10.21$26.62 | -13.3% | -50.2% | +29.8% |
BlackbaudBLKB:NAS | Horizontal | — | $1.1B | 3.0% | $3.2B | 2.8x | 11.9x | 14 | 59.6% | 23.3% | 18.6% | 26.3 | $46.21 | $25.58$70.71 | 2.2% | -34.6% | +80.6% |
FlywireFLYW:NAS | Vertical | Education | $714M | 27.2% | $1.9B | 2.7x | 30.4x | 68 | 59.6% | 8.9% | 23.5% | 36.1 | $18.24 | $10.55$18.98 | 27.5% | -3.9% | +72.9% |
FreshworksFRSH:NAS | Horizontal | — | $904M | 16.0% | $2.4B | 2.7x | 42.0x | 20 | 85.0% | 6.3% | 28.8% | 22.3 | $12.68 | $6.79$14.06 | 26.3% | -9.8% | +86.7% |
HubSpotHUBS:NYS | Horizontal | — | $3.4B | 19.8% | $9.4B | 2.7x | 59.9x | 85 | 83.2% | 4.5% | 19.3% | 24.3 | $240.51 | $169.63$525.51 | -13.2% | -54.2% | +41.8% |
BandwidthBAND:NAS | Horizontal | — | $828M | 22.2% | $2.1B | 2.6x | 52.4x | 27 | 37.2% | 4.9% | 8.7% | 27.1 | $54.06 | $12.50$79.08 | 75.8% | -31.6% | +332.5% |
ToastTOST:NYS | Vertical | Hospitality | $6.8B | 23.1% | $18.0B | 2.6x | 36.9x | 45 | 26.8% | 7.2% | 7.1% | 30.3 | $35.22 | $22.26$45.64 | 16.4% | -22.8% | +58.2% |
DoubleVerifyDV:NYS | Vertical | Media & Entertainment | $769M | 2.5% | $2.0B | 2.6x | 13.7x | 38 | 82.4% | 18.7% | 21.1% | 21.2 | $13.30 | $7.64$16.44 | 25.1% | -19.1% | +74.1% |
BlackLineBL:NAS | Vertical | Financial Services | $732M | 9.2% | $1.8B | 2.5x | 28.5x | 56 | 75.6% | 8.8% | 18.9% | 18.0 | $31.36 | $24.70$59.57 | -21.9% | -47.4% | +27.0% |
RingCentralRNG:NYS | Horizontal | — | $2.6B | 5.9% | $6.5B | 2.5x | 15.7x | 54 | 71.9% | 16.0% | 24.7% | 21.9 | $67.78 | $24.14$68.45 | 86.0% | -1.0% | +180.8% |
HealthStreamHSTM:NAS | Vertical | Healthcare | $321M | 12.5% | $776M | 2.4x | 17.3x | 40 | 65.1% | 14.0% | 15.7% | 26.5 | $29.02 | $19.50$31.11 | 22.0% | -6.7% | +48.8% |
AsanaASAN:NYS | Horizontal | — | $809M | 9.5% | $1.9B | 2.3x | NM | — | 88.5% | -15.1% | 23.4% | -5.6 | $9.87 | $5.38$15.71 | 8.0% | -37.2% | +83.5% |
DoceboDCBO:NAS | Vertical | Education | $259M | 13.0% | $599M | 2.3x | 16.2x | 20 | 79.6% | 14.3% | 16.7% | 27.3 | $23.42 | $14.39$32.24 | 19.0% | -27.4% | +62.8% |
MondayMNDY:NAS | Horizontal | — | $1.4B | 21.9% | $3.2B | 2.3x | 62.0x | 40 | 88.7% | 3.7% | 20.8% | 25.6 | $94.29 | $57.50$220.80 | -8.1% | -57.3% | +64.0% |
Par TechnologyPAR:NYS | Vertical | Hospitality | $497M | 18.7% | $1.1B | 2.2x | NM | — | 43.0% | -5.8% | 2.0% | 12.9 | $18.61 | $11.59$54.62 | -17.7% | -65.9% | +60.6% |
IbottaIBTA:NYS | Vertical | Retail & CPG | $343M | 3.3% | $762M | 2.2x | NM | — | 78.2% | -2.1% | 14.8% | 1.2 | $38.18 | $19.10$40.48 | 35.5% | -5.7% | +99.9% |
ZoomInfoGTM:NAS | Horizontal | — | $1.3B | 1.2% | $2.6B | 2.1x | 7.8x | 9 | 86.5% | 26.9% | 28.3% | 28.1 | $4.31 | $2.54$12.51 | -34.1% | -65.5% | +69.7% |
SimilarWebSMWB:NYS | Horizontal | — | $289M | 10.1% | $609M | 2.1x | NM | — | 79.6% | -4.0% | 8.7% | 6.1 | $9.01 | $2.22$10.75 | 71.1% | -16.2% | +305.9% |
Five9FIVN:NAS | Horizontal | — | $1.2B | 10.3% | $2.5B | 2.1x | 16.6x | 50 | 55.1% | 12.6% | 21.6% | 22.9 | $33.80 | $13.29$34.58 | 66.4% | -2.3% | +154.3% |
MNTNMNTN:NYS | Vertical | Media & Entertainment | $313M | 20.6% | $657M | 2.1x | 13.4x | 7 | 80.8% | 15.6% | 13.5% | 36.2 | $12.28 | $7.67$23.25 | 15.9% | -47.2% | +60.1% |
OpenTextOTEX:NAS | Horizontal | — | $5.2B | 2.9% | $10.7B | 2.0x | 6.5x | 10 | 77.1% | 31.1% | 26.0% | 34.0 | $24.88 | $19.78$39.90 | -6.6% | -37.6% | +25.8% |
The Trade DeskTTD:NAS | Vertical | Media & Entertainment | $3.0B | 3.0% | $5.3B | 1.8x | 7.6x | 17 | 76.9% | 23.3% | 19.5% | 26.3 | $14.56 | $12.83$56.39 | -47.7% | -74.2% | +13.5% |
Donnelley Financial SolutionsDFIN:NYS | Vertical | Financial Services | $778M | 2.8% | $1.4B | 1.7x | 8.5x | 32 | 64.2% | 20.5% | 17.1% | 23.3 | $49.62 | $36.11$57.88 | 6.5% | -14.3% | +37.4% |
PagerDutyPD:NYS | Infra | — | $494M | 1.0% | $857M | 1.7x | 21.7x | 6 | 85.2% | 8.0% | 23.3% | 9.0 | $12.09 | $5.70$17.29 | 22.6% | -30.1% | +112.1% |
N-able TechnologiesNABL:NYS | Infra | — | $533M | 5.9% | $933M | 1.7x | 14.0x | 8 | 79.9% | 12.5% | 13.1% | 18.4 | $3.68 | $2.92$8.73 | -32.2% | -57.9% | +26.0% |
YextYEXT:NYS | Horizontal | — | $445M | -1.4% | $745M | 1.7x | 24.2x | 76 | 74.8% | 6.9% | 6.6% | 5.5 | $6.11 | $3.27$9.20 | 4.9% | -33.6% | +86.9% |
SabreSABR:NAS | Vertical | Hospitality | $2.9B | 3.6% | $4.6B | 1.6x | 10.9x | 1 | 56.4% | 14.7% | 3.5% | 18.3 | $2.21 | $0.81$2.29 | 35.8% | -3.7% | +172.8% |
PhreesiaPHR:NYS | Vertical | Healthcare | $496M | 12.9% | $776M | 1.6x | 23.6x | 79 | 67.8% | 6.6% | 11.4% | 19.5 | $12.62 | $7.77$32.76 | -4.5% | -61.5% | +62.4% |
WeaveWEAV:NYS | Horizontal | — | $258M | 15.5% | $399M | 1.5x | NM | — | 72.4% | -3.7% | 15.3% | 11.8 | $5.32 | $4.24$8.11 | -11.4% | -34.4% | +25.5% |
AmdocsDOX:NAS | Horizontal | — | $4.7B | 2.7% | $7.1B | 1.5x | 6.8x | 14 | 38.3% | 22.4% | 15.1% | 25.1 | $58.66 | $49.74$88.48 | -13.9% | -33.7% | +17.9% |
Cerence AICRNC:NAS | Vertical | Automotive | $310M | 11.8% | $449M | 1.4x | 10.3x | 15 | 78.7% | 14.1% | 22.9% | 25.9 | $8.61 | $5.85$13.74 | -11.1% | -37.3% | +47.2% |
Enghouse SystemsENGH:TSE | Horizontal | — | $484M | -8.4% | $692M | 1.4x | 6.6x | 13 | 62.9% | 21.6% | 18.4% | 13.2 | $17.52 | $14.80$22.96 | -2.7% | -23.7% | +18.4% |
SprinklrCXM:NYS | Horizontal | — | $871M | 6.8% | $1.2B | 1.4x | 20.7x | 59 | 66.3% | 6.5% | 14.9% | 13.3 | $7.03 | $4.71$8.85 | 12.9% | -20.5% | +49.3% |
Rapid7RPD:NAS | Infra | — | $856M | -1.5% | $1.2B | 1.4x | 20.4x | 45 | 69.3% | 6.8% | 15.6% | 5.3 | $13.78 | $4.97$21.78 | 35.5% | -36.7% | +177.3% |
TeradataTDC:NYS | Horizontal | — | $1.7B | 0.5% | $2.3B | 1.3x | 6.5x | 6 | 61.3% | 20.5% | 20.6% | 21.0 | $27.63 | $20.17$41.78 | -6.4% | -33.9% | +37.0% |
CS DiscoLAW:NYS | Vertical | Legal | $167M | 13.2% | $184M | 1.1x | NM | — | 74.8% | -20.8% | 2.7% | -7.6 | $4.58 | $2.45$9.11 | -9.1% | -49.7% | +86.9% |
Sprout SocialSPT:NAS | Horizontal | — | $482M | 10.8% | $530M | 1.1x | NM | — | 77.4% | -2.9% | 21.6% | 7.9 | $9.97 | $4.92$16.03 | 22.7% | -37.8% | +102.6% |
StrideLRN:NYS | Vertical | Education | $2.5B | 4.7% | $2.8B | 1.1x | 5.5x | 12 | 37.8% | 20.3% | 8.9% | 17.6 | $83.67 | $60.61$171.17 | 1.0% | -51.1% | +38.0% |
DomoDOMO:NAS | Horizontal | — | $318M | -0.9% | $286M | 0.9x | NM | — | 74.9% | -9.4% | 12.8% | -10.3 | $3.98 | $1.84$18.49 | -30.3% | -78.5% | +116.3% |
Lightspeed CommerceLSPD:NAS | Vertical | Retail & CPG | $1.2B | 5.8% | $1.1B | 0.9x | NM | 9 | 43.1% | -3.0% | 3.5% | 2.8 | $10.96 | $7.83$13.71 | 6.5% | -20.1% | +40.0% |