Owner Scorecard


The groupings / Information Technology / Software

A grouping · a comparative table

Software

130 companies across the library’s three pools, one row each. The columns are the line items this kind of business is read on; each header names its basis, and the margins and returns are medians over each company’s readable record — the through-cycle level, never one year’s print. Rows open largest first by latest-year revenue, and every column sorts both ways — the re-ordering is the reader’s own act, and a sorted view keeps its order in the address bar. The company stays in view as the columns scroll. A dash is a figure that could not be read; n/a is one that does not apply to that member; both sit at the back of a sorted column.

As a group: median revenue $978M; median next year contracted 76.2%; median sales & marketing 31.2%; median stock pay 12.9%; median operating margin -3.5%; median owner earnings $209M; median return on invested capital -2.0%. Medians of this table’s own columns, over the members each applies to · data as of August 17, 2026.

Pick two to four to weigh side by side. Compare these →
latest fiscal year, USD revenue signed and due within 12 months ÷ revenue · only where the filer tags it selling and marketing ÷ revenue · latest FY stock compensation ÷ revenue · latest FY median over the record op. cash − maintenance capex · latest FY, USD after tax · median over the record
MSFT Microsoft Corp. Software $331.8B61.8%8.0%3.7%41.7%$148.6B28.4%
ORCL Oracle Corp. Software $67.4B12.4%7.1%32.2%$24.4B15.6%
SAP SAP SE ADS Software $42.9B21.9%$9.8B12.7%
CRM Salesforce Inc. Software $41.5B84.5%34.5%8.5%3.7%$14.4B2.9%
ADBE Adobe Inc. Software $23.8B27.3%8.2%32.2%$9.9B32.7%
INTU Intuit Inc. Software $18.8B26.7%10.5%26.0%$6.1B34.6%
NOW ServiceNow Inc. Software $13.3B97.7%33.0%14.7%4.4%$4.6B5.7%
ADSK Autodesk Inc. Software $7.2B32.9%10.9%15.3%$2.4B32.7%
SNPS Synopsys Inc. Software $7.1B72.7%15.2%12.7%16.2%$1.3B15.4%
TEAM Atlassian Software $6.6B23.4%24.4%-1.2%$1.3B0.6% · 1y
SSNC SS&C Technologies Software $6.3B10.0%4.1%21.8%$1.7B6.7%
CDNS Cadence Design Systems Inc. Software $5.3B78.0%15.2%8.6%25.1%$1.6B25.5%
OTEX Open Text Corporation Software $5.2B21.7%1.5%17.6%$808M5.9%
TWLO Twilio Inc. Software $5.1B17.2%11.8%-19.4%-6.9%
GEN Gen Digital Software $5.0B24.8%24.6%4.7%32.2%$1.5B11.0%
GDDY GoDaddy Inc. Software $5.0B6.4%9.1%$1.6B14.8%
ZM Zoom Software $4.9B49.0%28.5%15.6%11.6%$1.9B8.2%
CRWD CrowdStrike Holdings Inc. Software $4.8B95.4%38.1%22.8%-9.8%$1.4B-24.2% · 1y
SNOW Snowflake Inc. Software $4.7B96.2%44.0%34.1%-49.7%$1.1B-20.0%
PLTR Palantir Technologies Inc. Software $4.5B34.8%23.6%15.3%-17.6%$2.1B7.2%
DDOG Datadog Inc. Software $3.4B27.9%21.9%-2.3%$1.0B-1.0%
DOCU DocuSign Software $3.2B42.5%37.4%19.3%-6.7%$1.1B-10.1%
VEEV Veeva Systems Inc. Software $3.2B13.4%14.8%25.5%19.9%
HUBS HubSpot Inc. Software $3.1B44.1%16.9%-6.5%$708M-6.3%
NICE NICE Ltd Software $2.9B14.9%$698M7.8%
OKTA Okta Inc. Software $2.9B86.0%34.9%18.6%-30.8%$875M-8.4%
PTC PTC Inc. Software $2.7B20.7%7.9%21.1%$857M9.7%
CHKP Check Point Software Technologies Ltd. Software $2.7B42.8%$1.2B25.3%
ANSS Ansys Inc. Software $2.5B10.6%31.7%$752M12.7%
NTNX Nutanix Software $2.5B41.6%13.9%-26.6%$750M-189.6% · 3y
DBX Dropbox Software $2.5B14.7%11.9%1.5%$931M-1.5%
MDB MongoDB Inc. Software $2.5B31.1%38.3%22.3%-34.1%$500M-19.2%
JKHY Jack Henry Software $2.4B77.9%1.2%23.5%$588M22.2%
TYL Tyler Technologies Software $2.3B6.4%6.5%14.9%$638M9.6%
NET Cloudflare Inc. Software $2.2B72.5%42.5%20.8%-19.5%$413M-7.5%
PAYC Paycom Software Software $2.1B5.8%28.8%$503M37.8%
DT Dynatrace Software $2.0B91.7%34.2%14.8%8.7%$530M8.2%
WIX Wix.com Ltd. Software $2.0B-11.3%$564M-132.9% · 1y
PCTY Paylocity Software $1.8B22.2%7.8%11.9%$497M23.6%
ACIW ACI Worldwide Inc. Software $1.8B21.5%7.1%4.0%14.8%$310M6.7%
4704 Trend Micro Software $1.7B22.5%$400M60.1%
ESTC Elastic Software $1.7B40.8%-20.9%$322M-53.7%
TDC Teradata Corporation Software $1.7B6.7%8.3%$286M47.4%
BILL BILL Holdings Software $1.7B37.3%13.9%-13.5%$412M-3.4%
IOT Samsara Inc. Software $1.6B42.2%19.5%-37.1%$207M-27.8%
PATH UiPath Software $1.6B42.4%18.0%-18.2%$352M-13.6%
BSY Bentley Systems Incorporated Software $1.5B18.6%19.3%4.8%18.9%$520M11.3%
PCOR Procore Technologies Software $1.3B76.2%43.9%18.0%-22.7%$282M-21.4%
RBRK Rubrik Inc. Software $1.3B96.6%58.4%25.0%-46.2%$253M-118.1% · 1y
GTM ZoomInfo Technologies Inc Software $1.2B33.2%9.3%15.6%$435M3.3%
KVYO Klaviyo Inc. Series A Software $1.2B41.0%13.1%-11.6%$209M-43.6%
MNDY monday.com Ltd. Software $1.2B-29.3%$320M
GWRE Guidewire Software Software $1.2B19.2%13.4%-2.8%$295M-1.1%
CVLT Commvault Systems Software $1.2B43.9%10.4%0.3%$237M-0.9% · 4y
BOX Box, Inc. Software $1.2B77.0%34.3%19.9%-4.0%$350M
CFLT Confluent Inc. Software $1.2B71.3%50.8%34.1%-65.5%$61M-24.4%
BLKB Blackbaud Inc. Software $1.1B15.7%8.2%4.1%$258M2.6%
MANH Manhattan Associates Software $1.1B7.5%10.3%23.3%$383M214.3% · 3y
SAIL SailPoint Inc. Software $1.1B53.7%23.8%-28.7%$65M-3.7% · 1y
CCC CCC Intelligent Solutions Holdings Inc. Software $1.1B16.5%16.6%6.6%$255M0.4%
FIG Figma Inc. Software $1.1B54.5%129.2%-117.1%$246M-87.4% · 2y
ALRM Alarm.com Software $1.0B12.2%3.3%8.7%$137M15.9%
S SentinelOne Software $1.0B52.4%29.7%-95.4%$76M-20.5%
TENB Tenable Software $999M41.7%19.2%-9.1%$255M-9.9%
PRGS Progress Software Software $978M21.6%6.6%16.2%$229M8.7%
TTAN ServiceTitan Inc. Software $961M30.3%20.5%-29.8%$105M-14.2% · 2y
GTLB GitLab Inc. Software $955M45.5%22.5%-49.8%$230M-27.8%
APPF AppFolio Software $951M15.1%7.4%2.8%$239M4.7%
DOCN DigitalOcean Software $901M9.1%8.9%-2.6%$181M-0.2%
WK Workiva Software $885M46.2%13.9%-15.1%$138M-17.9%
RPD Rapid7 Software $860M36.9%12.1%-17.1%$146M-18.1%
CXM Sprinklr Inc. Software $857M33.6%9.8%-6.6%$158M-2.6%
FRSH Freshworks Inc. Software $839M47.1%17.5%-22.5%$237M-23.0%
QTWO Q2 Holdings Inc. Software $795M13.3%10.9%-14.8%$195M-9.5%
ASAN Asana Software $791M51.8%51.5%27.2%-68.9%$87M-176.7% · 3y
SPSC SPS Commerce Software $752M22.5%7.1%14.1%$158M12.7%
VERX Vertex Inc. Software $748M26.3%7.7%-0.9%-1.5%
BRZE Braze Software $738M44.3%19.5%-30.7%$62M-30.4%
CWAN Clearwater Analytics Software $731M20.4%17.5%1.7%$164M0.4%
DSGX Descartes Systems Software $729M18.3%$261M6.5%
APPN Appian Corporation Software $727M33.2%5.7%-18.7%$60M-49.8%
NTSK Netskope Inc. Software $709M91.4%55.5%72.8%-76.9%$15M-106.8% · 1y
BL BlackLine Software $700M83.2%37.0%13.2%-9.4%$161M-3.4%
QLYS Qualys Software $669M21.4%11.5%24.5%$304M24.8%
FSLY Fastly Inc. Software $624M39.7%32.3%18.8%-30.9%$66M-12.8%
VRNS Varonis Software $624M95.0%48.3%20.9%-23.5%$135M-22.4%
NCNO nCino Software $595M23.0%12.4%-20.4%$83M-5.8%
EVCM EverCommerce Software $589M20.3%4.8%-4.9%$109M-1.5%
INTA Intapp Software $578M34.5%20.8%-9.0%$145M-21.5%
BB BlackBerry Limited Software $549M20.8%4.2%0.1%$47M0.1%
FROG JFrog Software $532M42.1%29.5%-21.4%$142M-9.7%
NABL N-able Inc. Software $509M32.1%9.2%12.7%$75M3.2%
PD PagerDuty Software $493M37.4%19.9%-33.4%$112M-23.9%
CLBT Cellebrite DI Ltd. Software $476M5.6%$160M11.6%
SPT Sprout Social Inc Software $458M41.6%17.2%-20.6%$39M-51.8%
ALKT Alkami Technology Inc. Software $444M18.1%17.2%-28.2%$41M-14.7%
VIA Via Transportation Inc. Software $434M15.5%7.0%-24.8%($33M)-23.6% · 1y
AVPT AvePoint Inc. Software $419M34.3%9.4%-10.2%$82M-1656.1% · 1y
CERT Certara Inc. Software $419M12.8%7.9%4.7%$95M-0.1%
CGNT Cognyte Software Ltd. Software $400M2.8%$30M4.1%
CCSI Consensus Cloud Solutions Inc. Software $350M14.7%5.1%43.0%$106M23.5%
AMPL Amplitude Inc. Software $343M54.8%26.8%-32.2%$28M-77.1%
TUYA Tuya Inc. Software $322M-46.0%$80M-16.0%
AGYS Agilysys Software $319M12.5%6.8%-2.5%$68M-13.9%
DOMO Domo, Inc. Software $319M44.5%17.6%-34.5%($2M)
SMWB Similarweb Ltd. Software $283M-21.0%$13M
CRNC Cerence Inc. Software $252M8.7%10.9%1.3%$47M-0.5%
AI C3.ai Inc. Software $250M94.8%105.4%-80.5%($192M)-35.6%
OSPN OneSpan Inc. Software $243M19.3%4.6%1.4%$50M0.7%
DCBO Docebo Inc. Software $243M-2.1%$27M
VTEX VTEX Class A Software $241M-2.9%$25M-5.4%
WEAV Weave Communications Inc. Software $239M43.0%13.4%-35.0%$15M-111.0%
PDFS PDF Solutions Inc. Software $219M11.8%0.0%$20M0.0%
XZO Exzeo Group Inc. Software $217M1.2%28.4%$97M
SOUN SoundHound AI Inc Software $169M36.5%47.7%-308.2%($99M)-161.6% · 2y
BLZE Backblaze Inc. Software $146M25.6%18.1%-32.1%$19M-88.0%
API Agora Inc. Software $141M-24.7%$26M-9.0%
BLND Blend Labs Inc. Software $124M23.5%23.4%-84.1%($81K)-57.5%
RDVT Red Violet Inc. Common Stock Software $90M24.1%7.2%-3.0%$29M-2.9%
SLP Simulations Plus Inc. Software $79M15.0%8.0%27.8%$17M9.3%
SVCO Silvaco Group Inc. Software $63M29.0%17.1%-67.5%($35M)-39.5%
YXT YXT.COM GROUP HOLDING LIMITED Software $50M-67.0%($22M)-1155.6% · 1y
RZLV Rezolve AI PLC Software $47M-185.6% · 1y($63M)-36.9% · 1y
ALAR ALARUM TECHNOLOGIES LTD. Software $41M-169.9%($2M)-59.3%
HPAI Helport AI Limited Software $35M33.9%78.5%
RYET Ruanyun Edai Technology Inc. Software $7M-23.2%($9M)-399.7% · 2y
BMR Beamr Imaging Ltd. Ordinary Share Software $3M-44.2%($5M)-53.8%
BLIV BeLive Holdings Ordinary Share Software $1M39.2% · 1y($840K)61.6% · 1y
ARQQ Arqit Quantum Inc. Software $293K-884.2% · 1y($24M)-170.2%
KARO Karooooo Ltd. Software as filed: R 4.6B28.7%as filed: R 1.3B40.7%

Every figure is recomputed from the company’s own SEC or EDINET filings, the same way as on its page; the columns name facts, weigh nothing, and form no rank. Foreign filers are stated in US dollars at the dated reference rate (as of 2026-08-20) so each money column sorts on one basis; their own pages keep the records as filed. A foreign filer whose conversion terms are missing shows its money as filed and sorts to the back of the column — never a guessed conversion. Ratios and margins are currency-free.