Software Comps

Tracking financial, operational, and AI metrics across 140 US and Canadian public software businesses.

140 companies
Company
Type
Vertical
Revenue
Rev Growth
EV
EV/Rev
EV/EBITDA
P/E
Gross Mgn
EBITDA Mgn
FCF Mgn
Ro40
Price
1Y Chg
vs 52WH
VerticalPublic Sector$5.2B82.3%$320.4B61.3x158.8x15484.1%38.6%33.6%120.9$136.8813.5%-34.0%
Horizontal$4.8B21.7%$163.9B34.1xNM10974.8%-1.0%33.3%20.7$663.4652.6%-1.7%
CloudflareNET:NYS
Horizontal$2.3B39.5%$75.8B32.5xNM14373.3%-1.6%32.4%37.9$216.1738.1%-16.9%
AppLovinAPP:NAS
Horizontal$6.2B91.2%$162.9B26.4x33.4x4288.4%79.0%51.6%170.2$481.6834.4%-35.4%
Horizontal$9.9B23.2%$208.6B21.1x135.7x14473.5%15.5%28.9%38.7$260.5843.8%-0.3%
DatadogDDOG:NAS
Horizontal$3.7B36.8%$75.7B20.6x2,184.3xNM79.9%0.9%25.5%37.7$222.3295.5%-1.1%
VerticalManufacturing & Industrial$5.5B19.1%$104.6B18.9x51.9x8986.1%36.4%27.1%55.5$373.5917.6%-2.1%
DigitalOceanDOCN:NYS
Horizontal$949M21.5%$17.3B18.2x58.0x7058.5%31.4%16.6%52.9$158.46328.3%-4.5%
Horizontal$184M117.2%$3.3B18.1xNM40.6%-85.7%-9.1%31.5$8.17-13.7%-63.1%
JFrogFROG:NAS
Horizontal$563M31.5%$8.2B14.6xNM6577.5%-9.2%30.2%22.3$73.9973.6%-0.2%
Fair IsaacFICO:NYS
VerticalFinancial Services$2.3B31.3%$32.2B14.3x27.7x3984.2%51.6%32.4%82.9$1,239.91-27.4%-37.9%
SynopsysSNPS:NAS
VerticalManufacturing & Industrial$8.0B30.7%$109.2B13.6x67.6x8282.0%20.2%38.7%50.9$524.744.6%-19.5%
FortinetFTNT:NAS
Horizontal$7.1B19.4%$95.4B13.4x40.4x5180.3%33.2%25.5%52.6$133.9330.2%-0.2%
SnowflakeSNOW:NYS
Horizontal$4.7B29.2%$58.2B12.4xNM7367.2%-27.5%33.9%1.7$172.20-3.9%-38.6%
VerticalSupply Chain & Logistics$729M12.0%$8.1B11.1x26.4x3877.1%42.2%32.4%54.2$98.40-14.5%-39.3%
SamsaraIOT:NYS
Horizontal$1.6B29.6%$17.3B10.7xNM3776.8%-2.6%17.5%27.0$31.15-31.8%-35.6%
InnodataINOD:NAS
Horizontal$283M66.2%$3.0B10.6x57.9x8841.5%18.3%17.8%84.5$95.48174.3%-16.8%
OracleORCL:NYS
Horizontal$64.1B21.0%$681.0B10.6x24.8x3467.1%42.8%-34.8%63.8$192.0822.2%-44.4%
ShopifySHOP:NAS
VerticalRetail & CPG$12.4B39.3%$128.1B10.4x59.6x10348.0%17.4%10.2%56.7$103.001.0%-43.5%
RubrikRBRK:NYS
Horizontal$1.3B48.5%$13.0B9.8xNM11780.1%-24.3%29.8%24.2$66.59-24.1%-35.3%
MicrosoftMSFT:NAS
Horizontal$281.7B14.9%$3.1T9.8x15.6x2568.8%56.9%11.6%71.8$418.57-7.5%-24.6%
VerticalFinancial Services$826M82.8%$8.0B9.7x73.5x2866.0%13.2%19.4%96.0$24.328.4%-3.0%
MongoDBMDB:NAS
Horizontal$2.5B22.8%$23.9B9.7xNM4371.7%-4.4%18.8%18.4$326.1376.3%-26.7%
ZscalerZS:NAS
Horizontal$3.0B38.4%$27.7B9.2xNM4076.6%-2.3%34.0%36.1$182.37-26.7%-45.9%
FigmaFIG:NYS
Horizontal$1.2B55.0%$10.4B9.0xNM6579.8%-124.7%70.1%-69.7$22.71-41.4%-84.1%
VerticalInsurance$1.3B36.8%$11.7B8.7x112.6x6463.8%7.7%15.4%44.5$140.26-33.5%-48.5%
VeriskVRSK:NAS
VerticalFinancial Services$3.1B7.7%$26.5B8.5x17.6x2670.0%48.6%30.4%56.3$171.11-45.2%-47.0%
VerticalManufacturing & Industrial$231M28.9%$1.9B8.1x63.9x25972.1%12.7%-13.5%41.6$46.09144.6%-18.4%
Horizontal$1.1B24.4%$8.5B8.0xNM4164.5%-9.0%28.1%15.4$15.75-8.3%-36.9%
VerticalAEC & Trades$1.6B15.0%$11.4B7.4x25.7x3881.6%28.6%26.9%43.6$33.16-29.9%-44.0%
VerticalSupply Chain & Logistics$1.1B5.6%$8.0B7.3x27.9x3856.0%26.2%26.8%31.8$138.64-26.2%-43.9%
ServiceNowNOW:NYS
Horizontal$14.0B27.1%$102.6B7.3x35.5x6176.6%20.7%36.6%47.8$102.13-49.7%-51.7%
Red VioletRDVT:NAS
VerticalFinancial Services$94M25.1%$674M7.2x43.1x5284.2%16.6%13.3%41.7$50.641.7%-21.0%
AutodeskADSK:NAS
VerticalAEC & Trades$7.2B17.5%$51.0B7.1x26.8x4692.3%26.5%38.7%44.0$240.99-17.7%-26.8%
AgilysysAGYS:NAS
VerticalHospitality$319M15.9%$2.1B6.7x49.2x7562.6%13.6%15.3%29.5$79.84-20.3%-45.0%
KinaxisKXS:TSE
VerticalSupply Chain & Logistics$581M20.2%$3.7B6.4x34.0x3665.7%18.8%27.3%39.0$146.19-25.7%-31.2%
NavanNAVN:NAS
Horizontal$702M30.8%$4.4B6.3xNM8671.3%-20.4%20.3%10.4$19.8839.6%-12.6%
VerticalHealthcare$3.2B16.3%$19.7B6.2x20.0x2975.5%30.8%32.8%47.1$160.17-31.8%-48.4%
Horizontal$4.3B6.9%$26.3B6.2x23.0x5058.3%26.9%16.4%33.8$147.2392.7%-11.0%
NetskopeNTSK:NAS
Horizontal$709M31.7%$4.3B6.1xNMNM68.1%-86.3%44.6%-54.6$11.75-25.2%-58.0%
PTCPTC:NAS
VerticalManufacturing & Industrial$3.0B30.4%$18.1B6.0x13.7x1484.7%44.0%32.9%74.4$148.23-12.4%-32.5%
VerticalMedia & Entertainment$1.9B6.0%$11.6B6.0x163.2x2074.7%3.7%31.2%9.7$25.5722.9%-51.0%
Life360LIF:NAS
Horizontal$529M42.4%$3.1B5.9x127.2x1977.1%4.6%11.4%47.0$40.22-33.9%-64.3%
ServiceTitanTTAN:NAS
VerticalAEC & Trades$961M24.5%$5.6B5.9xNM3970.5%-9.9%15.9%14.6$63.17-48.9%-49.4%
AppFolioAPPF:NAS
VerticalReal Estate$995M25.3%$5.7B5.7x31.2x3963.7%18.4%17.8%43.7$164.92-20.0%-49.4%
Horizontal$1.0B21.9%$5.8B5.7xNM3974.1%-26.8%28.4%-4.9$18.71-3.6%-12.6%
DynatraceDT:NYS
Horizontal$2.0B18.8%$11.0B5.5x39.0x7681.7%14.0%24.9%32.8$41.21-23.1%-28.4%
VerticalPublic Sector$2.4B11.4%$12.9B5.4x28.4x4346.8%19.1%22.9%30.5$313.25-44.7%-49.6%
VerticalDiversified$8.1B15.3%$43.1B5.3x13.5x2069.4%39.4%26.7%54.7$326.94-42.9%-43.3%
VerticalLegal$7.7B5.6%$39.7B5.2x18.3x2539.5%28.3%21.9%33.9$85.86-56.7%-60.7%
TwilioTWLO:NYS
Horizontal$5.3B18.9%$27.2B5.1x61.9x29148.7%8.3%16.6%27.2$187.8864.0%-7.8%
VerticalDiversified$12.2B20.7%$60.9B5.0x25.1x5637.4%20.0%22.6%40.7$2,721.48-44.2%-46.2%
VaronisVRNS:NAS
Horizontal$660M19.8%$3.3B5.0xNM8178.1%-20.2%27.2%-0.4$31.00-33.1%-51.5%
OktaOKTA:NAS
Horizontal$2.9B11.8%$14.2B4.9x57.1x6777.4%8.5%28.6%20.3$92.24-24.4%-27.7%
VerticalAEC & Trades$1.4B19.1%$6.6B4.8x275.1x2279.9%1.7%18.0%20.8$46.85-30.4%-43.1%
Horizontal$4.9B5.7%$23.3B4.7x17.4x1677.8%27.2%40.2%32.9$105.6428.4%-7.1%
QualysQLYS:NAS
Horizontal$685M12.7%$3.2B4.7x13.0x1983.2%35.8%34.7%48.5$102.37-24.6%-34.2%
Horizontal$5.0B27.1%$22.8B4.6x9.5x1678.5%47.8%28.4%74.9$24.82-10.1%-23.0%
NutanixNTNX:NAS
Horizontal$2.7B25.0%$12.2B4.5x41.3x4987.1%11.0%24.8%36.0$47.12-43.2%-42.8%
DoximityDOCS:NYS
VerticalHealthcare$645M13.1%$2.9B4.5x12.7x2089.1%35.5%39.6%48.6$19.94-60.7%-73.9%
AlkamiALKT:NAS
VerticalFinancial Services$472M41.4%$2.1B4.4xNM1557.8%-6.5%13.9%34.9$16.80-43.7%-46.1%
IntuitINTU:NAS
VerticalFinancial Services$20.9B28.5%$87.6B4.2x13.7x1980.8%30.6%25.0%59.1$319.94-51.5%-60.7%
SalesforceCRM:NYS
Horizontal$41.5B9.6%$174.4B4.2x13.9x2377.7%30.2%39.4%39.8$180.07-36.2%-35.4%
Horizontal$21.6B12.5%$91.2B4.2x14.4x2148.5%29.4%22.0%41.9$225.31-30.2%-31.7%
AdobeADBE:NAS
Horizontal$23.8B10.5%$99.3B4.1x10.0x1488.6%41.0%38.1%51.5$244.76-40.9%-41.9%
FastlyFSLY:NAS
Horizontal$653M20.0%$2.6B4.0xNM4559.4%-8.5%17.9%11.5$16.32123.6%-53.1%
AvePointAVPT:NAS
Horizontal$444M34.3%$1.8B4.0x35.7x5073.7%11.1%20.7%45.4$10.29-43.8%-48.4%
FactSetFDS:NYS
VerticalFinancial Services$2.4B9.0%$9.7B4.0x10.7x1551.9%37.9%24.6%46.9$232.00-50.0%-50.6%
EverCommerceEVCM:NAS
Horizontal$594M5.7%$2.3B3.9x19.3x6077.5%20.0%16.3%25.7$10.696.8%-25.8%
Horizontal$1.2B18.9%$4.4B3.8x37.9x6881.2%9.9%24.4%28.8$107.25-38.5%-46.6%
VerticalAutomotive$1.1B15.0%$4.0B3.7x13.7x8775.3%27.1%21.0%42.1$4.56-47.3%-56.6%
VerticalFinancial Services$6.4B8.9%$23.4B3.7x11.5x2148.0%31.8%20.0%40.7$67.04-14.6%-26.4%
VerticalLegal$407M-9.8%$1.5B3.6x8.7x592.6%41.8%61.7%32.0$2.86-68.9%-76.4%
DropboxDBX:NAS
Horizontal$2.5B-0.9%$9.1B3.6x10.9x1279.7%33.2%32.3%32.3$27.43-4.1%-15.3%
Blend LabsBLND:NYS
VerticalFinancial Services$128M10.2%$463M3.6xNM1474.9%-13.9%9.8%-3.7$1.47-57.6%-67.3%
AtlassianTEAM:NAS
Horizontal$6.2B42.0%$21.8B3.5xNM1484.8%-0.8%23.2%41.2$85.42-61.7%-61.6%
GitLabGTLB:NAS
Horizontal$955M25.8%$3.3B3.5xNM2787.4%-6.8%29.6%19.0$26.73-43.8%-49.0%
Q2 HoldingQTWO:NYS
VerticalFinancial Services$822M18.0%$2.9B3.5x29.3x4255.6%11.9%21.9%29.9$46.12-47.1%-52.3%
PaylocityPCTY:NAS
Horizontal$1.7B23.2%$5.9B3.4x14.4x2469.4%23.7%21.3%46.9$113.02-42.5%-42.9%
nCinoNCNO:NAS
VerticalFinancial Services$595M10.0%$2.0B3.4x34.6x35460.8%9.9%24.3%19.9$16.07-36.9%-52.6%
PaycomPAYC:NYS
Horizontal$2.1B11.1%$7.0B3.4x10.5x1687.6%32.0%14.1%43.1$137.80-46.4%-48.5%
BrazeBRZE:NAS
Horizontal$738M24.4%$2.4B3.3xNM2667.1%-16.8%24.2%7.6$24.35-29.7%-35.4%
PegasystemsPEGA:NAS
Horizontal$1.7B13.6%$5.4B3.2x25.8x1975.0%12.2%31.4%25.8$34.35-31.0%-49.6%
WorkdayWDAY:NAS
Horizontal$9.9B16.7%$31.1B3.2x20.6x3675.8%15.3%31.6%32.0$128.14-52.3%-50.2%
VerticalMedia & Entertainment$3.0B21.4%$9.5B3.2x13.4x2577.8%23.9%19.2%45.3$22.38-69.9%-75.5%
Horizontal$1.4B42.8%$4.6B3.2x52.0x1760.1%6.2%17.7%49.0$18.7943.0%-24.5%
FiservFISV:NAS
VerticalFinancial Services$21.2B3.6%$65.6B3.1x7.4x1059.4%42.1%20.3%45.7$57.13-64.8%-67.8%
WorkivaWK:NYS
VerticalFinancial Services$926M25.3%$2.8B3.0x334.0x20879.4%0.9%16.7%26.2$50.31-26.7%-48.2%
ElasticESTC:NYS
Horizontal$1.7B32.3%$5.0B3.0xNM1976.1%-1.0%23.1%31.3$54.81-39.5%-42.9%
MagniteMGNI:NAS
VerticalMedia & Entertainment$723M8.1%$2.1B3.0x14.7x1363.4%20.1%0.2%28.2$13.20-14.9%-50.5%
BandwidthBAND:NAS
Horizontal$788M5.3%$2.3B3.0x63.6x2738.2%4.7%10.2%10.0$61.39347.8%-1.0%
VertexVERX:NAS
VerticalFinancial Services$768M15.2%$2.2B2.9x143.8x1364.3%2.0%12.9%17.2$13.44-65.2%-68.3%
DocusignDOCU:NAS
Horizontal$3.2B8.2%$8.9B2.8x26.5x3379.6%10.5%37.3%18.7$49.53-42.0%-47.7%
Horizontal$1.6B86.6%$4.5B2.8x11.1x31445.5%25.2%12.0%111.8$15.42-10.9%-18.9%
TenableTENB:NAS
Horizontal$1.0B13.6%$2.9B2.8x70.8x1278.2%4.0%25.0%17.6$25.45-20.6%-28.7%
KlaviyoKVYO:NYS
VerticalRetail & CPG$1.3B40.0%$3.6B2.7xNM1474.6%-2.2%18.4%37.8$14.87-55.0%-59.5%
UiPathPATH:NYS
Horizontal$1.6B12.7%$4.3B2.7x57.4x2183.2%4.7%29.4%17.4$10.93-10.4%-44.9%
HubSpotHUBS:NYS
Horizontal$3.3B25.5%$8.9B2.7x101.2x10883.7%2.7%19.9%28.2$201.97-67.5%-67.8%
C3.aiAI:NYS
Horizontal$307M-1.0%$788M2.6xNM43.5%-147.4%3.8%-148.4$9.29-57.5%-69.3%
IntappINTA:NAS
VerticalLegal$560M30.2%$1.4B2.6xNM1375.1%-3.5%25.7%26.7$20.40-63.9%-65.3%
BlackLineBL:NAS
VerticalFinancial Services$717M9.7%$1.9B2.6x31.7x7075.4%8.3%18.5%18.0$28.90-46.4%-51.5%
FlywireFLYW:NAS
VerticalEducation$678M37.7%$1.7B2.5x29.2x6760.6%8.4%23.7%46.1$16.1261.2%-10.7%
SPS CommerceSPSC:NAS
VerticalSupply Chain & Logistics$762M19.5%$1.8B2.4x10.3x2269.3%23.2%19.9%42.7$53.72-62.7%-63.6%
AppianAPPN:NAS
Horizontal$763M23.6%$1.7B2.2x65.5xNM72.5%3.3%11.6%26.9$21.37-31.3%-53.6%
BlackbaudBLKB:NAS
Horizontal$1.1B-1.3%$2.5B2.2x9.5x1059.2%23.1%18.0%21.8$29.57-52.4%-60.5%
HealthStreamHSTM:NAS
VerticalHealthcare$312M6.9%$643M2.1x15.3x3564.9%13.5%16.0%20.4$23.81-15.7%-19.6%
MondayMNDY:NAS
Horizontal$1.3B33.8%$2.8B2.1x147.1x3489.1%1.4%19.1%35.2$79.06-72.9%-75.1%
OpenTextOTEX:TSE
Horizontal$5.2B-9.7%$10.9B2.1x6.9x1276.5%30.1%16.1%20.4$23.47-16.2%-41.2%
Bill.comBILL:NYS
VerticalFinancial Services$1.6B24.0%$3.3B2.1x99.0x83.7%2.1%10.5%26.1$36.14-19.0%-36.8%
Horizontal$2.5B6.1%$5.0B2.0x12.7x4671.6%15.5%25.1%21.6$43.5466.1%-10.4%
AmplitudeAMPL:NAS
Horizontal$357M19.2%$717M2.0xNM5173.6%-25.8%14.8%-6.6$6.70-44.1%-53.8%
VerticalHospitality$476M35.9%$968M2.0xNM1243.7%-8.1%0.3%27.8$14.84-77.5%-79.4%
ZoomInfoGTM:NAS
Horizontal$1.3B3.3%$2.5B2.0x7.4x986.7%26.4%28.3%29.7$3.61-65.1%-71.1%
FreshworksFRSH:NAS
Horizontal$871M20.9%$1.8B2.0x51.1x1585.0%4.0%30.3%24.9$9.08-37.4%-43.4%
Horizontal$527M13.0%$1.0B1.9x15.4x880.2%12.4%15.4%25.4$3.66-53.2%-59.5%
Cerence AICRNC:NAS
VerticalAutomotive$302M-8.9%$575M1.9x14.3x1578.3%13.3%20.3%4.4$10.9833.4%-20.1%
VerticalMedia & Entertainment$764M16.3%$1.4B1.9x10.7x2982.2%17.5%17.2%33.8$9.83-28.2%-41.6%
ToastTOST:NYS
VerticalHospitality$6.4B30.0%$11.7B1.8x27.8x3426.4%6.5%9.1%36.5$23.16-45.9%-53.4%
AsanaASAN:NYS
Horizontal$791M9.2%$1.4B1.8xNM1489.0%-18.9%21.4%-9.7$6.62-60.8%-65.2%
DoceboDCBO:TSE
VerticalEducation$251M15.7%$462M1.8x15.7x1579.7%11.7%17.2%27.4$17.40-33.4%-47.9%
IbottaIBTA:NYS
VerticalRetail & CPG$340M-7.4%$611M1.8xNM978.4%-1.6%18.7%-9.0$32.22-17.4%-38.2%
WeaveWEAV:NYS
VerticalHealthcare$249M21.7%$433M1.7xNM2472.3%-6.1%16.0%15.6$5.71-41.1%-43.5%
TeradataTDC:NYS
Horizontal$1.7B-3.5%$2.9B1.7x8.9x860.7%19.2%19.9%15.7$33.4453.3%-20.0%
AmdocsDOX:NAS
Horizontal$4.6B-7.6%$7.6B1.6x7.4x1237.8%22.3%12.7%14.7$62.66-31.7%-34.3%
Five9FIVN:NAS
Horizontal$1.2B12.7%$1.8B1.5x13.6x3455.5%11.4%23.2%24.1$22.76-10.8%-25.1%
VerticalFinancial Services$771M-1.3%$1.2B1.5x7.7x3063.5%20.1%15.6%18.8$39.00-28.1%-41.1%
SabreSABR:NAS
VerticalHospitality$2.8B3.1%$4.3B1.5x10.3x156.5%14.6%5.1%17.7$1.53-41.2%-56.5%
MNTNMNTN:NYS
VerticalMedia & Entertainment$299M32.7%$405M1.4x9.1x2880.0%14.9%-2.5%47.6$8.38-36.9%-73.8%
Horizontal$495M-1.5%$687M1.4x6.4x1463.3%21.6%20.8%20.1$17.19-34.8%-36.7%
StrideLRN:NYS
VerticalEducation$2.5B24.3%$3.5B1.4x6.7x1438.4%20.5%8.6%44.8$88.63-43.1%-48.2%
PagerDutyPD:NYS
Horizontal$493M5.3%$570M1.2x27.8x485.0%4.2%22.7%9.5$7.20-54.3%-60.0%
PhreesiaPHR:NYS
VerticalHealthcare$481M14.5%$572M1.2x27.7x23667.9%4.3%11.6%18.8$8.92-63.6%-72.8%
YextYEXT:NYS
Horizontal$447M6.1%$478M1.1x19.7x1375.0%5.4%6.3%11.5$3.68-45.0%-60.0%
SprinklrCXM:NYS
Horizontal$857M7.6%$856M1.0x13.9x6067.4%7.2%16.6%14.8$5.27-34.5%-43.9%
CS DiscoLAW:NYS
VerticalLegal$162M11.9%$150M0.9xNM74.9%-21.5%2.1%-9.6$3.84-0.8%-57.8%
Rapid7RPD:NAS
Horizontal$859M1.8%$781M0.9x13.7x2169.7%6.6%16.4%8.4$7.27-68.3%-71.9%
DomoDOMO:NAS
Horizontal$319M0.6%$264M0.8xNM3075.0%-10.5%12.7%-9.9$3.63-57.5%-80.4%
SimilarWebSMWB:NYS
Horizontal$283M13.1%$219M0.8xNM1679.5%-5.7%9.8%7.4$4.13-43.1%-61.6%
Horizontal$470M15.7%$345M0.7xNM677.5%-5.7%21.7%10.0$6.82-68.4%-69.8%
VerticalRetail & CPG$1.2B13.9%$746M0.6xNM942.9%-3.2%5.3%10.7$8.56-20.5%-40.3%