Software Comps

Vertical classification, financials & customer analysis for 140 public software companies. Includes proprietary AI Tailwind scoring across six structural factors.

Source: Yahoo Finance|Data as of 2026-05-24
140 companies
Company
Type
Vertical
EV
EV/Rev
EV/EBITDA
P/E
Revenue
Rev Growth
Gross
EBITDA
FCF
Ro40
Price
vs 52WH
VerticalPublic Sector$320.4B61.3x158.8x154$5.2B84.7%84.1%38.6%33.6%123.3$136.88-34.0%
Horizontal$163.9B34.1x-3,512.3x$4.8B23.3%74.8%-1.0%33.3%22.3$663.46-1.7%
CloudflareNET:NYS
Horizontal$75.8B32.5x-2,088.3x$2.3B33.5%73.3%-1.6%32.4%31.9$216.17-16.9%
AppLovinAPP:NAS
Horizontal$162.9B26.4x33.4x42$6.2B59.0%88.4%79.0%51.6%138.0$481.68-35.4%
Horizontal$208.6B21.1x135.7x144$9.9B14.9%73.5%15.5%28.9%30.4$260.58-0.3%
DatadogDDOG:NAS
Horizontal$75.7B20.6x2,184.3x544$3.7B32.2%79.9%0.9%25.5%33.1$222.32-1.1%
VerticalManufacturing & Industrial$104.6B18.9x51.9x89$5.5B18.7%86.1%36.4%27.1%55.1$373.59-2.1%
DigitalOceanDOCN:NYS
Horizontal$17.3B18.2x58.0x70$949M22.4%58.5%31.4%16.6%53.8$158.46-4.5%
Horizontal$3.3B18.1x-21.1x$184M51.7%40.6%-85.7%-9.1%-34.0$8.17-63.1%
JFrogFROG:NAS
Horizontal$8.2B14.6x-158.1x$563M25.8%77.5%-9.2%30.2%16.6$73.99-0.2%
Fair IsaacFICO:NYS
VerticalFinancial Services$32.2B14.3x27.7x39$2.3B38.7%84.2%51.6%32.4%90.3$1,239.91-37.9%
SynopsysSNPS:NAS
VerticalManufacturing & Industrial$109.2B13.6x67.6x82$8.0B65.5%82.0%20.2%38.7%85.7$524.74-19.5%
FortinetFTNT:NAS
Horizontal$95.4B13.4x40.4x51$7.1B20.1%80.3%33.2%25.5%53.3$133.93-0.2%
SnowflakeSNOW:NYS
Horizontal$58.2B12.4x-45.2x$4.7B30.1%67.2%-27.5%33.9%2.6$172.20-38.6%
VerticalSupply Chain & Logistics$8.1B11.1x26.4x$729M15.1%77.1%42.2%32.4%57.3$98.40-39.3%
SamsaraIOT:NYS
Horizontal$17.3B10.7x-406.5x$1.6B28.3%76.8%-2.6%17.5%25.7$31.15-35.6%
InnodataINOD:NAS
Horizontal$3.0B10.6x57.9x88$283M54.4%41.5%18.3%17.8%72.7$95.48-16.8%
OracleORCL:NYS
Horizontal$681.0B10.6x24.8x34$64.1B21.7%67.1%42.8%-34.8%64.5$192.08-44.4%
ShopifySHOP:NAS
VerticalRetail & CPG$128.1B10.4x59.6x103$12.4B34.3%48.0%17.4%10.2%51.7$103.00-43.5%
RubrikRBRK:NYS
Horizontal$13.0B9.8x-40.5x$1.3B46.3%80.1%-24.3%29.8%22.0$66.59-35.3%
MicrosoftMSFT:NAS
Horizontal$3.1T9.8x15.6x25$281.7B14.9%68.8%56.9%11.6%71.8$418.57-24.6%
VerticalFinancial Services$8.0B9.7x73.5x$826M74.4%66.0%13.2%19.4%87.6$24.32-3.0%
MongoDBMDB:NAS
Horizontal$23.9B9.7x-218.9x$2.5B26.7%71.7%-4.4%18.8%22.3$326.13-26.7%
ZscalerZS:NAS
Horizontal$27.7B9.2x-406.9x$3.0B25.9%76.6%-2.3%34.0%23.6$182.37-45.9%
FigmaFIG:NYS
Horizontal$10.4B9.0x-7.2x$1.2B46.1%79.8%-124.7%70.1%-78.6$22.71-84.1%
VerticalInsurance$11.7B8.7x112.6x64$1.3B24.0%63.8%7.7%15.4%31.7$140.26-48.5%
VeriskVRSK:NAS
VerticalFinancial Services$26.5B8.5x17.6x26$3.1B3.9%70.0%48.6%30.4%52.5$171.11-47.0%
VerticalManufacturing & Industrial$1.9B8.1x63.9x259$231M25.9%72.1%12.7%-13.5%38.6$46.09-18.4%
Horizontal$8.5B8.0x-88.2x$1.1B22.7%64.5%-9.0%28.1%13.7$15.75-36.9%
VerticalAEC & Trades$11.4B7.4x25.7x38$1.6B14.5%81.6%28.6%26.9%43.1$33.16-44.0%
VerticalSupply Chain & Logistics$8.0B7.3x27.9x38$1.1B7.4%56.0%26.2%26.8%33.6$138.64-43.9%
ServiceNowNOW:NYS
Horizontal$102.6B7.3x35.5x61$14.0B22.1%76.6%20.7%36.6%42.8$102.13-51.7%
Red VioletRDVT:NAS
VerticalFinancial Services$674M7.2x43.1x52$94M17.4%84.2%16.6%13.3%34.0$50.64-21.0%
AutodeskADSK:NAS
VerticalAEC & Trades$51.0B7.1x26.8x46$7.2B19.4%92.3%26.5%38.7%45.9$240.99-26.8%
AgilysysAGYS:NAS
VerticalHospitality$2.1B6.7x49.2x75$319M11.7%62.6%13.6%15.3%25.3$79.84-45.0%
KinaxisKXS:TSE
VerticalSupply Chain & Logistics$3.7B6.4x34.0x36$581M24.7%65.7%18.8%27.3%43.5$146.19-31.2%
NavanNAVN:NAS
Horizontal$4.4B6.3x-30.8x$702M34.8%71.3%-20.4%20.3%14.4$19.88-12.6%
Horizontal$26.3B6.2x23.0x50$4.3B5.8%58.3%26.9%16.4%32.7$147.23-11.0%
VerticalHealthcare$19.7B6.2x20.0x29$3.2B16.0%75.5%30.8%32.8%46.8$160.17-48.4%
NetskopeNTSK:NAS
Horizontal$4.3B6.1x-7.0x$709M32.2%68.1%-86.3%44.6%-54.1$11.75-58.0%
PTCPTC:NAS
VerticalManufacturing & Industrial$18.1B6.0x13.7x14$3.0B21.7%84.7%44.0%32.9%65.7$148.23-32.5%
VerticalMedia & Entertainment$11.6B6.0x163.2x$1.9B16.8%74.7%3.7%31.2%20.5$25.57-51.0%
Life360LIF:NAS
Horizontal$3.1B5.9x127.2x$529M38.1%77.1%4.6%11.4%42.7$40.22-64.3%
ServiceTitanTTAN:NAS
VerticalAEC & Trades$5.6B5.9x-59.3x$961M21.4%70.5%-9.9%15.9%11.5$63.17-49.4%
AppFolioAPPF:NAS
VerticalReal Estate$5.7B5.7x31.2x39$995M20.4%63.7%18.4%17.8%38.8$164.92-49.4%
Horizontal$5.8B5.7x-21.5x$1.0B20.2%74.1%-26.8%28.4%-6.6$18.71-12.6%
DynatraceDT:NYS
Horizontal$11.0B5.5x39.0x76$2.0B19.4%81.7%14.0%24.9%33.4$41.21-28.4%
VerticalPublic Sector$12.9B5.4x28.4x43$2.4B8.6%46.8%19.1%22.9%27.7$313.25-49.6%
VerticalDiversified$43.1B5.3x13.5x20$8.1B11.3%69.4%39.4%26.7%50.7$326.94-43.3%
VerticalLegal$39.7B5.2x18.3x25$7.7B9.8%39.5%28.3%21.9%38.1$85.86-60.7%
TwilioTWLO:NYS
Horizontal$27.2B5.1x61.9x291$5.3B20.0%48.7%8.3%16.6%28.3$187.88-7.8%
VerticalDiversified$60.9B5.0x25.1x56$12.2B19.9%37.4%20.0%22.6%39.9$2,721.48-46.2%
VaronisVRNS:NAS
Horizontal$3.3B5.0x-24.7x$660M26.9%78.1%-20.2%27.2%6.7$31.00-51.5%
OktaOKTA:NAS
Horizontal$14.2B4.9x57.1x67$2.9B11.6%77.4%8.5%28.6%20.1$92.24-27.7%
VerticalAEC & Trades$6.6B4.8x275.1x$1.4B15.7%79.9%1.7%18.0%17.4$46.85-43.1%
QualysQLYS:NAS
Horizontal$3.2B4.7x13.0x19$685M9.8%83.2%35.8%34.7%45.6$102.37-34.2%
Horizontal$23.3B4.7x17.4x16$4.9B5.5%77.8%27.2%40.2%32.7$105.64-7.1%
Horizontal$22.8B4.6x9.5x16$5.0B27.0%78.5%47.8%28.4%74.8$24.82-23.0%
DoximityDOCS:NYS
VerticalHealthcare$2.9B4.5x12.7x20$645M5.1%89.1%35.5%39.6%40.6$19.94-73.9%
NutanixNTNX:NAS
Horizontal$12.2B4.5x41.3x49$2.7B10.4%87.1%11.0%24.8%21.4$47.12-42.8%
AlkamiALKT:NAS
VerticalFinancial Services$2.1B4.4x-68.2x$472M28.9%57.8%-6.5%13.9%22.4$16.80-46.1%
SalesforceCRM:NYS
Horizontal$174.4B4.2x13.9x23$41.5B12.1%77.7%30.2%39.4%42.3$180.07-35.4%
Horizontal$91.2B4.2x14.4x21$21.6B7.0%48.5%29.4%22.0%36.4$225.31-31.7%
IntuitINTU:NAS
VerticalFinancial Services$87.6B4.2x13.7x19$20.9B10.4%80.8%30.6%25.0%41.0$319.94-60.7%
AdobeADBE:NAS
Horizontal$99.3B4.1x10.0x14$23.8B10.5%88.6%41.0%38.1%51.5$244.76-41.9%
FactSetFDS:NYS
VerticalFinancial Services$9.7B4.0x10.7x15$2.4B7.1%51.9%37.9%24.6%45.0$232.00-50.6%
AvePointAVPT:NAS
Horizontal$1.8B4.0x35.7x50$444M26.0%73.7%11.1%20.7%37.1$10.29-48.4%
FastlyFSLY:NAS
Horizontal$2.6B4.0x-47.4x$653M19.8%59.4%-8.5%17.9%11.3$16.32-53.1%
EverCommerceEVCM:NAS
Horizontal$2.3B3.9x19.3x60$594M3.6%77.5%20.0%16.3%23.6$10.69-25.8%
Horizontal$4.4B3.8x37.9x68$1.2B13.3%81.2%9.9%24.4%23.2$107.25-46.6%
VerticalFinancial Services$23.4B3.7x11.5x21$6.4B8.8%48.0%31.8%20.0%40.6$67.04-26.4%
VerticalAutomotive$4.0B3.7x13.7x87$1.1B11.8%75.3%27.1%21.0%38.9$4.56-56.6%
VerticalLegal$1.5B3.6x8.7x$407M-15.8%92.6%41.8%61.7%26.0$2.86-76.4%
Blend LabsBLND:NYS
VerticalFinancial Services$463M3.6x-26.0x$128M14.9%74.9%-13.9%9.8%1.0$1.47-67.3%
DropboxDBX:NAS
Horizontal$9.1B3.6x10.9x12$2.5B0.8%79.7%33.2%32.3%34.0$27.43-15.3%
Q2 HoldingQTWO:NYS
VerticalFinancial Services$2.9B3.5x29.3x42$822M14.1%55.6%11.9%21.9%26.0$46.12-52.3%
AtlassianTEAM:NAS
Horizontal$21.8B3.5x-420.8x$6.2B31.7%84.8%-0.8%23.2%30.9$85.42-61.6%
GitLabGTLB:NAS
Horizontal$3.3B3.5x-51.4x$955M23.2%87.4%-6.8%29.6%16.4$26.73-49.0%
PaylocityPCTY:NAS
Horizontal$5.9B3.4x14.4x24$1.7B10.5%69.4%23.7%21.3%34.2$113.02-42.9%
nCinoNCNO:NAS
VerticalFinancial Services$2.0B3.4x34.6x354$595M5.9%60.8%9.9%24.3%15.8$16.07-52.6%
PaycomPAYC:NYS
Horizontal$7.0B3.4x10.5x16$2.1B7.8%87.6%32.0%14.1%39.8$137.80-48.5%
BrazeBRZE:NAS
Horizontal$2.4B3.3x-19.6x$738M27.9%67.1%-16.8%24.2%11.1$24.35-35.4%
VerticalMedia & Entertainment$9.5B3.2x13.4x25$3.0B11.8%77.8%23.9%19.2%35.7$22.38-75.5%
Horizontal$4.6B3.2x52.0x$1.4B49.9%60.1%6.2%17.7%56.1$18.79-24.5%
WorkdayWDAY:NAS
Horizontal$31.1B3.2x20.6x36$9.9B13.5%75.8%15.3%31.6%28.8$128.14-50.2%
PegasystemsPEGA:NAS
Horizontal$5.4B3.2x25.8x19$1.7B-9.6%75.0%12.2%31.4%2.6$34.35-49.6%
FiservFISV:NAS
VerticalFinancial Services$65.6B3.1x7.4x10$21.2B3.6%42.1%45.7$57.13-67.8%
BandwidthBAND:NAS
Horizontal$2.3B3.0x63.6x$788M19.8%38.2%4.7%10.2%24.5$61.39-1.0%
ElasticESTC:NYS
Horizontal$5.0B3.0x-304.4x$1.7B17.7%76.1%-1.0%23.1%16.7$54.81-42.9%
MagniteMGNI:NAS
VerticalMedia & Entertainment$2.1B3.0x14.7x13$723M5.5%63.4%20.1%0.2%25.6$13.20-50.5%
WorkivaWK:NYS
VerticalFinancial Services$2.8B3.0x334.0x208$926M19.9%79.4%0.9%16.7%20.8$50.31-48.2%
VertexVERX:NAS
VerticalFinancial Services$2.2B2.9x143.8x$768M11.1%64.3%2.0%12.9%13.1$13.44-68.3%
Horizontal$4.5B2.8x11.1x314$1.6B8.6%45.5%25.2%12.0%33.8$15.42-18.9%
DocusignDOCU:NAS
Horizontal$8.9B2.8x26.5x33$3.2B7.8%79.6%10.5%37.3%18.3$49.53-47.7%
TenableTENB:NAS
Horizontal$2.9B2.8x70.8x$1.0B9.6%78.2%4.0%25.0%13.6$25.45-28.7%
UiPathPATH:NYS
Horizontal$4.3B2.7x57.4x21$1.6B13.6%83.2%4.7%29.4%18.3$10.93-44.9%
KlaviyoKVYO:NYS
VerticalRetail & CPG$3.6B2.7x-122.8x$1.3B27.9%74.6%-2.2%18.4%25.7$14.87-59.5%
HubSpotHUBS:NYS
Horizontal$8.9B2.7x101.2x108$3.3B23.4%83.7%2.7%19.9%26.1$201.97-67.8%
BlackLineBL:NAS
VerticalFinancial Services$1.9B2.6x31.7x70$717M9.7%75.4%8.3%18.5%18.0$28.90-51.5%
C3.aiAI:NYS
Horizontal$788M2.6x-1.7x$307M-46.1%43.5%-147.4%3.8%-193.5$9.29-69.3%
IntappINTA:NAS
VerticalLegal$1.4B2.6x-74.7x$560M13.1%75.1%-3.5%25.7%9.6$20.40-65.3%
FlywireFLYW:NAS
VerticalEducation$1.7B2.5x29.2x67$678M41.0%60.6%8.4%23.7%49.4$16.12-10.7%
SPS CommerceSPSC:NAS
VerticalSupply Chain & Logistics$1.8B2.4x10.3x22$762M5.8%69.3%23.2%19.9%29.0$53.72-63.6%
BlackbaudBLKB:NAS
Horizontal$2.5B2.2x9.5x10$1.1B4.2%59.2%23.1%18.0%27.3$29.57-60.5%
AppianAPPN:NAS
Horizontal$1.7B2.2x65.5x1,949$763M21.5%72.5%3.3%11.6%24.8$21.37-53.6%
OpenTextOTEX:TSE
Horizontal$10.9B2.1x6.9x12$5.2B2.2%76.5%30.1%16.1%32.3$23.47-41.2%
Bill.comBILL:NYS
VerticalFinancial Services$3.3B2.1x99.0x$1.6B13.5%83.7%2.1%10.5%15.6$36.14-36.8%
MondayMNDY:NAS
Horizontal$2.8B2.1x147.1x34$1.3B24.5%89.1%1.4%19.1%25.9$79.06-75.1%
HealthStreamHSTM:NAS
VerticalHealthcare$643M2.1x15.3x35$312M10.5%64.9%13.5%16.0%24.0$23.81-19.6%
ZoomInfoGTM:NAS
Horizontal$2.5B2.0x7.4x9$1.3B1.5%86.7%26.4%28.3%27.9$3.61-71.1%
FreshworksFRSH:NAS
Horizontal$1.8B2.0x51.1x15$871M16.5%85.0%4.0%30.3%20.5$9.08-43.4%
Horizontal$5.0B2.0x12.7x46$2.5B5.3%71.6%15.5%25.1%20.8$43.54-10.4%
AmplitudeAMPL:NAS
Horizontal$717M2.0x-7.8x$357M16.9%73.6%-25.8%14.8%-8.9$6.70-53.8%
VerticalHospitality$968M2.0x-25.2x$476M19.4%43.7%-8.1%0.3%11.3$14.84-79.4%
Cerence AICRNC:NAS
VerticalAutomotive$575M1.9x14.3x$302M-17.7%78.3%13.3%20.3%-4.4$10.98-20.1%
VerticalMedia & Entertainment$1.4B1.9x10.7x29$764M9.6%82.2%17.5%17.2%27.1$9.83-41.6%
Horizontal$1.0B1.9x15.4x$527M13.1%80.2%12.4%15.4%25.5$3.66-59.5%
ToastTOST:NYS
VerticalHospitality$11.7B1.8x27.8x34$6.4B21.9%26.4%6.5%9.1%28.4$23.16-53.4%
IbottaIBTA:NYS
VerticalRetail & CPG$611M1.8x-112.0x9$340M-2.5%78.4%-1.6%18.7%-4.1$32.22-38.2%
AsanaASAN:NYS
Horizontal$1.4B1.8x-9.3x$791M9.2%89.0%-18.9%21.4%-9.7$6.62-65.2%
DoceboDCBO:TSE
VerticalEducation$462M1.8x15.7x$251M14.5%79.7%11.7%17.2%26.2$17.40-47.9%
WeaveWEAV:NYS
VerticalHealthcare$433M1.7x-28.4x$249M17.4%72.3%-6.1%16.0%11.3$5.71-43.5%
TeradataTDC:NYS
Horizontal$2.9B1.7x8.9x8$1.7B6.2%60.7%19.2%19.9%25.4$33.44-20.0%
AmdocsDOX:NAS
Horizontal$7.6B1.6x7.4x$4.6B3.9%37.8%22.3%12.7%26.2$62.66-34.3%
VerticalFinancial Services$1.2B1.5x7.7x30$771M2.2%63.5%20.1%15.6%22.3$39.00-41.1%
Five9FIVN:NAS
Horizontal$1.8B1.5x13.6x34$1.2B9.2%55.5%11.4%23.2%20.6$22.76-25.1%
SabreSABR:NAS
VerticalHospitality$4.3B1.5x10.3x1$2.8B8.3%56.5%14.6%5.1%22.9$1.53-56.5%
Horizontal$687M1.4x6.4x14$495M-3.1%63.3%21.6%20.8%18.5$17.19-36.7%
MNTNMNTN:NYS
VerticalMedia & Entertainment$405M1.4x9.1x28$299M14.2%80.0%14.9%-2.5%29.1$8.38-73.8%
StrideLRN:NYS
VerticalEducation$3.5B1.4x6.7x14$2.5B2.7%38.4%20.5%8.6%23.2$88.63-48.2%
PhreesiaPHR:NYS
VerticalHealthcare$572M1.2x27.7x236$481M15.9%67.9%4.3%11.6%20.2$8.92-72.8%
PagerDutyPD:NYS
Horizontal$570M1.2x27.8x4$493M2.7%85.0%4.2%22.7%6.9$7.20-60.0%
YextYEXT:NYS
Horizontal$478M1.1x19.7x13$447M-1.0%75.0%5.4%6.3%4.4$3.68-60.0%
SprinklrCXM:NYS
Horizontal$856M1.0x13.9x60$857M8.9%67.4%7.2%16.6%16.1$5.27-43.9%
CS DiscoLAW:NYS
VerticalLegal$150M0.9x-4.3x$162M14.3%74.9%-21.5%2.1%-7.2$3.84-57.8%
Rapid7RPD:NAS
Horizontal$781M0.9x13.7x21$859M-0.3%69.7%6.6%16.4%6.3$7.27-71.9%
DomoDOMO:NAS
Horizontal$264M0.8x-7.9x$319M1.1%75.0%-10.5%12.7%-9.4$3.63-80.4%
SimilarWebSMWB:NYS
Horizontal$219M0.8x-13.5x$283M10.9%79.5%-5.7%9.8%5.2$4.13-61.6%
Horizontal$345M0.7x-12.8x$470M11.2%77.5%-5.7%21.7%5.5$6.82-69.8%
VerticalRetail & CPG$746M0.6x-18.8x$1.2B14.7%42.9%-3.2%5.3%11.5$8.56-40.3%