Adobe Inc. · ADBE
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20-quarter listed-company comparison
Software - Application Stocks
Software - Application: Uber Technologies, Inc. owns the largest revenue base; Figma, Inc. has the fastest current growth.
01 · the industry itself · before any single company
How has Software - Application moved against S&P 500?
The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this industry is 11% behind S&P 500. Earnings across its companies grew 16% on average over the last four reported quarters. It has been ahead of S&P 500 on a rolling three-month view for 12 weeks running.
FADING · −2 in 4w✓Moving with the index92 of 141 companies ahead of S&P 500 by 5% or more over three months21 are 20% or more behind over a year while earnings grew 20% or more
RS ↑12w · 83/141 >200d (−12) · 92/141 lead (−2) · EPS 98/140↑
Software - Application, equal-weighted, based at 200
S&P 500, same base, same start
trailing 12-month earnings per share rising
falling
Software - Application, equal-weighted, based at 200
S&P 500, same base, same start
trailing 12-month earnings per share rising
falling
Software - Application, equal-weighted, based at 200
S&P 500, same base, same start
trailing 12-month earnings per share rising
falling
Both lines start at 200 in the same week, so the distance between them is the whole story: the industry line is an equal-weighted index of its 141 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the industry taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.
02 · sector relative strength, before individual stocks
Is Software - Application outperforming S&P 500?
Software - Application has underperformed S&P 500 by 25.8% over the last 52 weeks. Over 13 weeks the gap is a lead of 24.7%. 12 of 28 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Atlassian Corporation is the strongest against the sector itself at +52.2%.
+24.7%Sector vs S&P 500 · 13 weeks
-25.8%Sector vs S&P 500 · 52 weeks
12/28Stocks leading S&P 500
12/28Stocks leading sector
Sector metric: — as of latest available · unclassified · direction unavailable.
The central tension: the companies with the most scale are not necessarily the companies creating the most change.
Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.
Bottom line
Software - Application has underperformed S&P 500 by 25.8% over 52 weeks and 24.7% over 13 weeks. 12 of 28 covered companies beat the S&P 500 on Mansfield relative strength, while 12 of 28 beat the sector itself. Uber Technologies, Inc. leads with revenue of $55,227 million, based on 25 of 30 comparable companies through Jun 2026.
Companies
30
complete canonical membership
Combined market value
$2.0T
SAP SE
Revenue growing
24/25
positive TTM year-on-year growth
Beating S&P 500
12/28
positive Mansfield relative strength
Comparing 5 of 30
03 · research priority, made explicit
4-Factor Sector Score
An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.
Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
Salesforce, Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 85.3% evidence confidence.
Fiserv, Inc. looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
DocuSign, Inc. has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
How this score is built, and what the marks mean
Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led S&P 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led S&P 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.
| Company | Score | Price stage | Growth & earnings/35 | Capital efficiency/25 | Valuation/20 | Relative strength/20 |
|---|---|---|---|---|---|---|
| 1Salesforce, Inc.CRM | 65.9/100Favorable setup85% evidence | BREAKING OUT | 18.4/35 Revenue 11.2% · PAT 45% · OPM change -1.4 pp 95% evidence | 14.5/25 ROCE 11.4% · OPM 21.4% 76% evidence | 15.7/20 P/E 15.6× · PEG 0.26 65% evidence | 17.3/20 RS sector 12.1% · RS bench 11.1% · 1Y 1.4%6 of 12 weeks ahead 100% evidence |
| Exact sum: 18.4 + 14.5 + 15.7 + 17.3 = 65.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 2Manhattan Associates, Inc.MANH | 65.1/100Thin evidence · provisional56% evidence | BREAKING OUT | 17.7/35 Revenue — · PAT — · OPM change -1 pp 39% evidence | 20.1/25 ROCE 23.6% · OPM 23% 76% evidence | 9.2/20 P/E 39.9× · PEG — 15% evidence | 18.1/20 RS sector 20.2% · RS bench 19.7% · 1Y -2.6%10 of 12 weeks ahead 100% evidence |
| Exact sum: 17.7 + 20.1 + 9.2 + 18.1 = 65.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 3Atlassian CorporationTEAM | 64.6/100Mixed-positive evidence61% evidence | BREAKING OUT | 25.1/35 Revenue 26% · PAT — · OPM change 14 pp 62% evidence | 9.5/25 ROCE 7.8% · OPM 11.9% 76% evidence | 10.0/20 P/E — · PEG — 0% evidence | 20.0/20 RS sector 52.2% · RS bench 48.1% · 1Y 12.6%12 of 12 weeks ahead 100% evidence |
| Exact sum: 25.1 + 9.5 + 10 + 20 = 64.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 4Fair Isaac CorporationFICO | 62.0/100Mixed-positive evidence81% evidence | ASLEEP | 27.5/35 Revenue 24.1% · PAT 28.4% · OPM change 4.9 pp 83% evidence | 21.4/25 ROCE 30.4% · OPM 53.8% 76% evidence | 12.3/20 P/E 34.5× · PEG 0.97 65% evidence | 0.8/20 RS sector -31.1% · RS bench -31.9% · 1Y -32.9%3 of 12 weeks ahead 100% evidence |
| Exact sum: 27.5 + 21.4 + 12.3 + 0.8 = 62 · Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -31.1% and the one-year return is -32.9%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth. | ||||||
| 5Autodesk, Inc.ADSK | 59.8/100Mixed-positive evidence81% evidence | TURNING | 28.1/35 Revenue 18.3% · PAT 44.6% · OPM change 13.7 pp 83% evidence | 15.1/25 ROCE 8.8% · OPM 28% 76% evidence | 13.5/20 P/E 34.5× · PEG 0.74 65% evidence | 3.1/20 RS sector -19.1% · RS bench -19.5% · 1Y -31.7%2 of 12 weeks ahead 100% evidence |
| Exact sum: 28.1 + 15.1 + 13.5 + 3.1 = 59.8 · Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -19.1% and the one-year return is -31.7%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth. | ||||||
| 6Workday, Inc.WDAY | 55.8/100Mixed-positive evidence81% evidence | BREAKING OUT | 25.3/35 Revenue 13.3% · PAT 73.9% · OPM change 11.6 pp 83% evidence | 8.8/25 ROCE 3.1% · OPM 13.3% 76% evidence | 7.0/20 P/E 38.3× · PEG 2.14 65% evidence | 14.7/20 RS sector 3% · RS bench 0.7% · 1Y -19.6%11 of 12 weeks ahead 100% evidence |
| Exact sum: 25.3 + 8.8 + 7 + 14.7 = 55.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 7SAP SESAP | 55.8/100Mixed-positive evidence81% evidence | BREAKING OUT | 14.6/35 Revenue 6.4% · PAT 20.2% · OPM change -0.9 pp 83% evidence | 18.6/25 ROCE 19.7% · OPM 27.6% 76% evidence | 12.4/20 P/E 20.1× · PEG 1 65% evidence | 10.2/20 RS sector -3.3% · RS bench -4.4% · 1Y -20.1%7 of 12 weeks ahead 100% evidence |
| Exact sum: 14.6 + 18.6 + 12.4 + 10.2 = 55.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 8Intuit Inc.INTU | 55.3/100Mixed-positive evidence81% evidence | BREAKING OUT | 19.6/35 Revenue 15% · PAT 32.2% · OPM change -1 pp 83% evidence | 17.1/25 ROCE 14.9% · OPM 47% 76% evidence | 14.1/20 P/E 23.5× · PEG 0.69 65% evidence | 4.5/20 RS sector -34.4% · RS bench -36.3% · 1Y -53.8%5 of 12 weeks ahead 100% evidence |
| Exact sum: 19.6 + 17.1 + 14.1 + 4.5 = 55.3 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 9DocuSign, Inc.DOCU | 54.6/100Mixed-positive evidence71% evidence | BREAKING OUT | 16.6/35 Revenue 8.4% · PAT -71.5% · OPM change 5.5 pp 83% evidence | 10.4/25 ROCE 5.2% · OPM 13.4% 76% evidence | 9.8/20 P/E 29.9× · PEG — 15% evidence | 17.8/20 RS sector 16.5% · RS bench 15.1% · 1Y -16.8%10 of 12 weeks ahead 100% evidence |
| Exact sum: 16.6 + 10.4 + 9.8 + 17.8 = 54.6 · Decision use: Price leads the evidence: RS versus the benchmark is 15.1%, but earnings trajectory is weak. Wait for revenue and profit confirmation. | ||||||
| 10Zoom Communications, Inc.ZM | 53.6/100Mixed-positive evidence81% evidence | TURNING | 20.8/35 Revenue 5% · PAT 97.5% · OPM change 4.5 pp 83% evidence | 11.9/25 ROCE 3.2% · OPM 25.1% 76% evidence | 15.8/20 P/E 14.3× · PEG 0.55 65% evidence | 5.1/20 RS sector -5.3% · RS bench -3.5% · 1Y 9.2%1 of 12 weeks ahead 100% evidence |
| Exact sum: 20.8 + 11.9 + 15.8 + 5.1 = 53.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 11Snowflake Inc.SNOW | 53.4/100Mixed-positive evidence61% evidence | LEADER | 23.9/35 Revenue 31.1% · PAT — · OPM change 19.5 pp 62% evidence | 4.0/25 ROCE -6.6% · OPM -23.4% 76% evidence | 10.0/20 P/E — · PEG — 0% evidence | 15.5/20 RS sector 36.7% · RS bench 36.8% · 1Y 43.6%12 of 12 weeks ahead 100% evidence |
| Exact sum: 23.9 + 4 + 10 + 15.5 = 53.4 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 12Datadog, Inc.DDOG | 53.0/100Mixed-positive evidence71% evidence | TURNING | 25.0/35 Revenue 31.5% · PAT 42.1% · OPM change 4.8 pp 83% evidence | 6.0/25 ROCE 0.1% · OPM 0.5% 76% evidence | 8.5/20 P/E 520.7× · PEG — 15% evidence | 13.5/20 RS sector 21.5% · RS bench 24.5% · 1Y 66.3%7 of 12 weeks ahead 100% evidence |
| Exact sum: 25 + 6 + 8.5 + 13.5 = 53 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 13Adobe Inc.ADBE | 52.4/100Mixed-positive evidence81% evidence | BREAKING OUT | 16.1/35 Revenue 11.5% · PAT 5.2% · OPM change -2.1 pp 83% evidence | 17.0/25 ROCE 12.1% · OPM 33.8% 76% evidence | 12.2/20 P/E 14.8× · PEG 1.25 65% evidence | 7.1/20 RS sector -15.6% · RS bench -16.4% · 1Y -31.5%4 of 12 weeks ahead 100% evidence |
| Exact sum: 16.1 + 17 + 12.2 + 7.1 = 52.4 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 14Paychex, Inc.PAYX | 51.5/100Mixed-positive evidence81% evidence | BREAKING OUT | 20.8/35 Revenue 16.9% · PAT 6.3% · OPM change 7.5 pp 83% evidence | 14.6/25 ROCE 6.4% · OPM 37.7% 76% evidence | 6.2/20 P/E 19.8× · PEG 2.83 65% evidence | 9.9/20 RS sector 1.6% · RS bench 1.7% · 1Y -10.2%11 of 12 weeks ahead 100% evidence |
| Exact sum: 20.8 + 14.6 + 6.2 + 9.9 = 51.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 15PTC Inc.PTC | 49.9/100Mixed-negative evidence81% evidence | TURNING | 19.4/35 Revenue 19.5% · PAT 100% · OPM change -4.9 pp 83% evidence | 12.6/25 ROCE 3.1% · OPM 27.7% 76% evidence | 14.8/20 P/E 11× · PEG 0.81 65% evidence | 3.1/20 RS sector -20.8% · RS bench -21.3% · 1Y -36.3%3 of 12 weeks ahead 100% evidence |
| Exact sum: 19.4 + 12.6 + 14.8 + 3.1 = 49.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 16Automatic Data Processing, Inc.ADP | 49.2/100Mixed-negative evidence81% evidence | BREAKING OUT | 12.9/35 Revenue 6.7% · PAT 8.2% · OPM change -0.5 pp 83% evidence | 15.1/25 ROCE 10% · OPM 23% 76% evidence | 8.0/20 P/E 20.5× · PEG 2.13 65% evidence | 13.2/20 RS sector 4.4% · RS bench 4.5% · 1Y -6.4%12 of 12 weeks ahead 100% evidence |
| Exact sum: 12.9 + 15.1 + 8 + 13.2 = 49.2 · Decision use: Price leads the evidence: RS versus the benchmark is 4.5%, but earnings trajectory is weak. Wait for revenue and profit confirmation. | ||||||
| 17Dynatrace, Inc.DT | 49.1/100Thin evidence · provisional56% evidence | LEADER | 14.7/35 Revenue 18.9% · PAT -66.5% · OPM change -2.6 pp 53% evidence | 9.6/25 ROCE 1.3% · OPM 7% 57% evidence | 8.9/20 P/E 68.5× · PEG — 15% evidence | 15.9/20 RS sector 19.6% · RS bench 19.9% · 1Y 14.1%12 of 12 weeks ahead 100% evidence |
| Exact sum: 14.7 + 9.6 + 8.9 + 15.9 = 49.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 18SS&C Technologies Holdings, Inc.SSNC | 48.8/100Thin evidence · provisional56% evidence | BREAKING OUT | 18.6/35 Revenue — · PAT — · OPM change 0.6 pp 39% evidence | 11.8/25 ROCE 2.8% · OPM 24.2% 76% evidence | 10.5/20 P/E 17.8× · PEG — 15% evidence | 7.9/20 RS sector -2.4% · RS bench -2.4% · 1Y -9.1%9 of 12 weeks ahead 100% evidence |
| Exact sum: 18.6 + 11.8 + 10.5 + 7.9 = 48.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 19Roper Technologies, Inc.ROP | 47.6/100Mixed-negative evidence81% evidence | BREAKING OUT | 19.3/35 Revenue 10.9% · PAT 62.8% · OPM change -0.5 pp 83% evidence | 11.7/25 ROCE 1.9% · OPM 27.7% 76% evidence | 11.7/20 P/E 14× · PEG 1.43 65% evidence | 4.9/20 RS sector -10.4% · RS bench -10.9% · 1Y -25.5%8 of 12 weeks ahead 100% evidence |
| Exact sum: 19.3 + 11.7 + 11.7 + 4.9 = 47.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 20Cadence Design Systems, Inc.CDNS | 47.3/100Mixed-negative evidence81% evidence | ASLEEP | 24.5/35 Revenue 14.7% · PAT 36.2% · OPM change 9.4 pp 83% evidence | 13.7/25 ROCE 4.9% · OPM 28.4% 76% evidence | 7.0/20 P/E 74.6× · PEG 2.08 65% evidence | 2.1/20 RS sector -20.6% · RS bench -19.4% · 1Y -25%2 of 12 weeks ahead 100% evidence |
| Exact sum: 24.5 + 13.7 + 7 + 2.1 = 47.3 · Decision use: Acceleration candidate, not a confirmed leader: earnings are strong but sector-relative strength is -20.6% and the one-year return is -25%. Do not upgrade until sector-relative strength is above zero and another reported period confirms growth. | ||||||
| 21Shopify Inc.SHOP | 45.8/100Mixed-negative evidence81% evidence | BREAKING OUT | 21.8/35 Revenue 32.5% · PAT -17.8% · OPM change 3.4 pp 83% evidence | 15.3/25 ROCE 18.2% · OPM 17.6% 76% evidence | 3.9/20 P/E 77× · PEG 4.14 65% evidence | 4.8/20 RS sector -9.7% · RS bench -10.3% · 1Y -15.2%7 of 12 weeks ahead 100% evidence |
| Exact sum: 21.8 + 15.3 + 3.9 + 4.8 = 45.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 22Tyler Technologies, Inc.TYL | 45.1/100Thin evidence · provisional56% evidence | BREAKING OUT | 17.1/35 Revenue — · PAT — · OPM change 0.5 pp 39% evidence | 10.7/25 ROCE 2.3% · OPM 16.3% 76% evidence | 9.3/20 P/E 38.8× · PEG — 15% evidence | 8.0/20 RS sector -13.9% · RS bench -15.1% · 1Y -35.2%5 of 12 weeks ahead 100% evidence |
| Exact sum: 17.1 + 10.7 + 9.3 + 8 = 45.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 23ServiceNow, Inc.NOW | 40.0/100Mixed-negative evidence81% evidence | BREAKING OUT | 13.0/35 Revenue 22.2% · PAT 0.5% · OPM change -7 pp 83% evidence | 8.2/25 ROCE 1% · OPM 4.1% 76% evidence | 4.0/20 P/E 62× · PEG 4.61 65% evidence | 14.8/20 RS sector 3.1% · RS bench 0.9% · 1Y -27.3%10 of 12 weeks ahead 100% evidence |
| Exact sum: 13 + 8.2 + 4 + 14.8 = 40 · Decision use: Price leads the evidence: RS versus the benchmark is 0.9%, but earnings trajectory is weak. Wait for revenue and profit confirmation. | ||||||
| 24Uber Technologies, Inc.UBER | 39.6/100Mixed-negative evidence71% evidence | ASLEEP | 15.8/35 Revenue 16.7% · PAT -23.2% · OPM change 1.8 pp 83% evidence | 9.8/25 ROCE 4% · OPM 13.3% 76% evidence | 10.6/20 P/E 15.9× · PEG — 15% evidence | 3.4/20 RS sector -16.1% · RS bench -16.1% · 1Y -28%2 of 12 weeks ahead 100% evidence |
| Exact sum: 15.8 + 9.8 + 10.6 + 3.4 = 39.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 25Fiserv, Inc.FISV | 38.9/100Mixed-negative evidence81% evidence | TURNING | 8.0/35 Revenue -1.2% · PAT -33% · OPM change -11.5 pp 83% evidence | 10.7/25 ROCE 1.8% · OPM 19.2% 76% evidence | 16.0/20 P/E 9.4× · PEG 0.6 65% evidence | 4.2/20 RS sector -28% · RS bench -29.4% · 1Y -62.5%0 of 12 weeks ahead 100% evidence |
| Exact sum: 8 + 10.7 + 16 + 4.2 = 38.9 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity. | ||||||
| 26Strategy IncMSTR | 26.7/100Adverse evidence67% evidence | TURNING | 4.8/35 Revenue 7.8% · PAT -734.6% · OPM change -19064.4 pp 83% evidence | 5.2/25 ROCE -14.3% · OPM — 61% evidence | 10.8/20 P/E 15× · PEG — 15% evidence | 5.9/20 RS sector -25.3% · RS bench -27.3% · 1Y -63.4%2 of 12 weeks ahead 100% evidence |
| Exact sum: 4.8 + 5.2 + 10.8 + 5.9 = 26.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 27Bending Spoons S.p.A.BSP | 49.6/100Thin evidence · provisional18% evidence | 17.7/35 Revenue — · PAT — · OPM change 13.5 pp 10% evidence | 11.9/25 ROCE 5.5% · OPM 38.8% 57% evidence | 10.0/20 P/E — · PEG — 0% evidence | 10.0/20 RS sector — · RS bench — · 1Y — 0% evidence | |
| Exact sum: 17.7 + 11.9 + 10 + 10 = 49.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 28Unity Software Inc.U | 46.0/100Thin evidence · provisional48% evidence | BREAKING OUT | 12.0/35 Revenue 7.5% · PAT — · OPM change -39.7 pp 40% evidence | 6.2/25 ROCE -6.5% · OPM -69.1% 57% evidence | 10.0/20 P/E — · PEG — 0% evidence | 17.8/20 RS sector 20.5% · RS bench 18.6% · 1Y -8.5%12 of 12 weeks ahead 100% evidence |
| Exact sum: 12 + 6.2 + 10 + 17.8 = 46 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 29Quantinuum Inc.QNT | 43.7/100Thin evidence · provisional15% evidence | ASLEEP | 16.4/35 Revenue — · PAT — · OPM change -1316.6 pp 10% evidence | 7.3/25 ROCE -9% · OPM — 46% evidence | 10.0/20 P/E — · PEG — 0% evidence | 10.0/20 RS sector — · RS bench — · 1Y —0 of 3 weeks ahead 0% evidence |
| Exact sum: 16.4 + 7.3 + 10 + 10 = 43.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 30Figma, Inc.FIG | 34.9/100Thin evidence · provisional42% evidence | BREAKING OUT | 14.7/35 Revenue 41.4% · PAT — · OPM change -58.6 pp 40% evidence | 6.0/25 ROCE -9.3% · OPM -41.2% 57% evidence | 10.0/20 P/E — · PEG — 0% evidence | 4.2/20 RS sector -25.2% · RS bench -28.1% · 1Y -59.4%11 of 12 weeks ahead 70% evidence |
| Exact sum: 14.7 + 6 + 10 + 4.2 = 34.9 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
Showing 10 of 30 companies
04 · what price has already done
Market action
Datadog, Inc. has the strongest one-year price move in Software - Application at +66.3%. Atlassian Corporation leads on Mansfield relative strength against the S&P 500 at +48.1%. 12 of 28 covered companies are above zero on that measure. Every line covers 314 weekly closes through 2026-09-16.
Price and relative strength
Every company, the sector's own index and S&P 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.
How far ahead of or behind S&P 500 each company has been running, measured against its own recent average of that comparison, so the flat line at zero IS S&P 500: above it the company is beating the market, below it the market is beating the company. It opens on one year.
The same measure taken against Software - Application itself instead of the whole market, so the flat line at zero is the sector: above it the company is beating its own peers, which is the sharper test of the two. It opens on one year.
05 · compare level, then change
Revenue Scale & Growth Durability
Uber Technologies, Inc. has the highest Revenue among the 30 Software - Application companies compared here, at $55,227 million. Salesforce, Inc. is next at $43,938 million. Figma, Inc. has the highest Revenue growth at 41.4%, so level and change sit with different companies. 25 of 30 companies report a comparable reading, the latest through Jun 2026.
What the numbers say: Uber Technologies, Inc. is the scale leader at $55,227 million, 25.7% ahead of Salesforce, Inc.. Figma, Inc.'s growth is 41.4% from a $1,161 million base, with 9 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.
LeaderUber Technologies, Inc. · $55,227 million
Gap25.7% versus #2 · Salesforce, Inc.
Persistence8/8 recent comparable periods
Coverage25/30 companies · 519 observations
Investor read: Uber Technologies, Inc. is the scale benchmark; Figma, Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.
This conclusion weakens if: Uber Technologies, Inc.'s growth falls below Figma, Inc.'s for two consecutive comparable reports while operating margin also compresses.
Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenuelargest
Revenue growthfastest growers
Revenue · company comparison
25/30 level · 25/30 change
On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.
All-company data · latest reported quarter
In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.
| Company | Revenue | Revenue growth | Reported |
|---|---|---|---|
| Uber Technologies, Inc. UBER | $14.2B | 12% | Jun 2026 |
| Salesforce, Inc. CRM | $11.3B | 11% | Sep 2026 |
| SAP SE SAP | $9.9B | 9.4% | Jun 2026 |
| Intuit Inc. INTU | $8.6B | 10% | Jun 2026 |
| Adobe Inc. ADBE | $6.6B | 13% | Jun 2026 |
| Automatic Data Processing, Inc. ADP | $5.5B | 6.8% | Jun 2026 |
| Fiserv, Inc. FISV | $5.3B | -4.1% | Jun 2026 |
| ServiceNow, Inc. NOW | $4.0B | 24% | Jun 2026 |
| Shopify Inc. SHOP | $3.6B | 34% | Jun 2026 |
| Workday, Inc. WDAY | $2.5B | 13% | Jun 2026 |
| Roper Technologies, Inc. ROP | $2.1B | 8.5% | Jun 2026 |
| Autodesk, Inc. ADSK | $1.9B | 18% | Jun 2026 |
| Atlassian Corporation TEAM | $1.8B | 28% | Jun 2026 |
| SS&C Technologies Holdings, Inc. SSNC | $1.6B | 8.8% | Jun 2026 |
| Paychex, Inc. PAYX | $1.6B | 13% | Jun 2026 |
| Cadence Design Systems, Inc. CDNS | $1.6B | 24% | Jun 2026 |
| Snowflake Inc. SNOW | $1.4B | 33% | Jun 2026 |
| Zoom Communications, Inc. ZM | $1.2B | 5.5% | Jun 2026 |
| Datadog, Inc. DDOG | $1.1B | 36% | Jun 2026 |
| DocuSign, Inc. DOCU | $830M | 8.6% | Jun 2026 |
| Fair Isaac Corporation FICO | $674M | 26% | Jun 2026 |
| Tyler Technologies, Inc. TYL | $614M | 8.7% | Jun 2026 |
| Bending Spoons S.p.A. BSP | $601M | 132% | Mar 2026 |
| PTC Inc. PTC | $600M | -6.8% | Jun 2026 |
| Dynatrace, Inc. DT | $532M | 20% | Mar 2026 |
| Unity Software Inc. U | $508M | 17% | Mar 2026 |
| Figma, Inc. FIG | $333M | 46% | Mar 2026 |
| Manhattan Associates, Inc. MANH | $282M | 7.2% | Jun 2026 |
| Strategy Inc MSTR | $122M | 7.0% | Jun 2026 |
| Quantinuum Inc. QNT | $5M | -74% | Mar 2026 |
Full 20-quarter history · every available company
Revenue · reported quarter history
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Automatic Data Processing, Inc. · ADP
$4.0B
$4.5B
$4.1B
$4.2B
$4.4B
$4.9B
$4.5B
$4.5B
$4.7B
$5.3B
$4.8B
$4.8B
$5.0B
$5.6B
$5.1B
$5.2B
$5.4B
$5.9B
$5.5B
—
Cadence Design Systems, Inc. · CDNS
$751M
$773M
$902M
$858M
$903M
$1.0B
$977M
$1.0B
$1.1B
$1.0B
$1.1B
$1.2B
$1.4B
$1.2B
$1.3B
$1.3B
$1.4B
$1.5B
$1.6B
—
Datadog, Inc. · DDOG
$326M
$363M
$406M
$437M
$469M
$482M
$509M
$548M
$590M
$611M
$645M
$690M
$738M
$762M
$827M
$886M
$953M
$1.0B
$1.1B
—
Intuit Inc. · INTU
$2.0B
$2.7B
$5.6B
$2.4B
$2.6B
$3.0B
$6.0B
$2.7B
$3.0B
$3.4B
$6.7B
$3.2B
$3.3B
$4.0B
$7.8B
$3.8B
$3.9B
$4.7B
$8.6B
—
Salesforce, Inc. · CRM
$6.9B
$7.3B
$7.4B
$7.7B
$7.8B
$8.4B
$8.2B
$8.6B
$8.7B
$9.3B
$9.1B
$9.3B
$9.4B
$10.0B
$9.8B
$10.2B
$10.3B
$11.2B
$11.1B
$11.3B
SAP SE · SAP
$8.0B
$6.8B
$7.2B
$7.5B
$8.1B
$7.4B
$7.6B
$7.7B
$8.5B
$8.0B
$8.3B
$8.5B
$9.4B
$9.0B
$9.0B
$9.1B
$9.7B
$9.6B
$9.9B
—
ServiceNow, Inc. · NOW
$1.6B
$1.7B
$1.8B
$1.8B
$1.9B
$2.1B
$2.2B
$2.3B
$2.4B
$2.6B
$2.6B
$2.8B
$3.0B
$3.1B
$3.2B
$3.4B
$3.6B
$3.8B
$4.0B
—
Shopify Inc. · SHOP
$1.4B
$1.2B
$1.3B
$1.4B
$1.7B
$1.5B
$1.7B
$1.7B
$2.1B
$1.9B
$2.0B
$2.2B
$2.8B
$2.4B
$2.7B
$2.8B
$3.7B
$3.2B
$3.6B
—
Snowflake Inc. · SNOW
$334M
$384M
$422M
$497M
$557M
$589M
$624M
$674M
$734M
$775M
$829M
$869M
$942M
$987M
$1.0B
$1.1B
$1.2B
$1.3B
$1.4B
—
Strategy Inc · MSTR
$135M
—
—
—
$133M
$122M
$120M
$129M
$124M
$115M
$111M
$116M
$121M
$111M
$114M
$129M
$123M
$124M
$122M
—
Uber Technologies, Inc. · UBER
$5.8B
$6.9B
$8.1B
$8.3B
$8.6B
$8.8B
$9.2B
$9.3B
$9.9B
$10.1B
$10.7B
$11.2B
$12.0B
$11.5B
$12.7B
$13.5B
$14.4B
$13.2B
$14.2B
—
Revenue growth · reported quarter history
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Adobe Inc. · ADBE
—
—
—
13%
10%
9.2%
9.8%
10%
12%
11%
10%
11%
11%
10%
11%
11%
10%
12%
13%
—
Automatic Data Processing, Inc. · ADP
—
—
10%
10%
9.1%
9.2%
8.5%
7.0%
6.3%
6.6%
6.5%
7.1%
8.1%
5.7%
7.5%
7.1%
6.2%
7.0%
6.8%
—
Cadence Design Systems, Inc. · CDNS
—
—
—
18%
20%
32%
8.3%
19%
18%
-1.3%
8.6%
19%
27%
23%
20%
10%
6.2%
19%
24%
—
Datadog, Inc. · DDOG
—
—
74%
62%
44%
33%
25%
25%
26%
27%
27%
26%
25%
25%
28%
28%
29%
32%
36%
—
Intuit Inc. · INTU
—
—
—
-5.7%
29%
14%
6.9%
12%
15%
11%
12%
17%
10%
17%
15%
20%
18%
17%
10%
—
Salesforce, Inc. · CRM
—
—
—
22%
14%
14%
11%
11%
11%
11%
11%
8.4%
8.3%
7.6%
7.6%
9.8%
8.6%
12%
13%
11%
SAP SE · SAP
—
—
8.0%
9.3%
1.0%
9.9%
4.8%
3.6%
5.0%
8.1%
9.8%
9.4%
11%
12%
8.9%
7.2%
3.3%
6.0%
9.4%
—
ServiceNow, Inc. · NOW
—
—
24%
21%
20%
22%
23%
25%
26%
24%
22%
22%
21%
19%
22%
22%
21%
22%
24%
—
Shopify Inc. · SHOP
—
—
16%
22%
26%
25%
31%
25%
24%
23%
21%
26%
31%
27%
31%
32%
31%
34%
34%
—
Snowflake Inc. · SNOW
—
—
—
83%
67%
53%
48%
36%
32%
32%
33%
29%
28%
27%
26%
32%
29%
30%
33%
—
Strategy Inc · MSTR
3.1%
—
—
—
-1.5%
—
—
—
-6.8%
-5.7%
-7.5%
-10%
-2.4%
-3.5%
2.7%
11%
1.7%
12%
7.0%
—
Uber Technologies, Inc. · UBER
—
—
105%
72%
49%
29%
14%
11%
15%
15%
16%
20%
20%
14%
18%
20%
20%
14%
12%
—
06 · compare level, then change
Operating Economics & Margin Trend
Fair Isaac Corporation has the highest OPM among the 30 Software - Application companies compared here, at 53.8%. Intuit Inc. is next at 47%. Snowflake Inc. has the highest Margin change at +19.5 percentage points, so level and change sit with different companies. 28 of 30 companies report a comparable reading, the latest through Jun 2026.
What the numbers say: Fair Isaac Corporation leads opm at 53.8%; Snowflake Inc. leads margin change at +19.5 percentage points.
LeaderFair Isaac Corporation · 53.8%
Gap14.5% versus #2 · Intuit Inc.
Persistence8/8 recent comparable periods
Coverage28/30 companies · 512 observations
Investor read: Fair Isaac Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current margin change signal.
Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
OPMhighest
Margin changefastest expanders
Operating margin · company comparison
28/30 level · 30/30 change
All-company data · latest reported quarter
| Company | OPM | Margin change | Reported |
|---|---|---|---|
| Fair Isaac Corporation FICO | 54% | +4.9 pp | Jun 2026 |
| Intuit Inc. INTU | 47% | −1.0 pp | Jun 2026 |
| Bending Spoons S.p.A. BSP | 39% | +13.5 pp | Mar 2026 |
| Paychex, Inc. PAYX | 38% | +7.5 pp | Jun 2026 |
| Adobe Inc. ADBE | 34% | −2.1 pp | Jun 2026 |
| Cadence Design Systems, Inc. CDNS | 28% | +9.4 pp | Jun 2026 |
| Autodesk, Inc. ADSK | 28% | +13.7 pp | Jun 2026 |
| Roper Technologies, Inc. ROP | 28% | −0.5 pp | Jun 2026 |
| PTC Inc. PTC | 28% | −4.9 pp | Jun 2026 |
| SAP SE SAP | 28% | −0.9 pp | Jun 2026 |
| Zoom Communications, Inc. ZM | 25% | +4.5 pp | Jun 2026 |
| SS&C Technologies Holdings, Inc. SSNC | 24% | +0.6 pp | Jun 2026 |
| Automatic Data Processing, Inc. ADP | 23% | −0.5 pp | Jun 2026 |
| Manhattan Associates, Inc. MANH | 23% | −1.0 pp | Jun 2026 |
| Salesforce, Inc. CRM | 21% | −1.4 pp | Sep 2026 |
| Fiserv, Inc. FISV | 19% | −11.5 pp | Jun 2026 |
| Shopify Inc. SHOP | 18% | +3.4 pp | Jun 2026 |
| Tyler Technologies, Inc. TYL | 16% | +0.5 pp | Jun 2026 |
| DocuSign, Inc. DOCU | 13% | +5.5 pp | Jun 2026 |
| Uber Technologies, Inc. UBER | 13% | +1.8 pp | Jun 2026 |
| Workday, Inc. WDAY | 13% | +11.6 pp | Jun 2026 |
| Atlassian Corporation TEAM | 12% | +14.0 pp | Jun 2026 |
| Dynatrace, Inc. DT | 7.0% | −2.6 pp | Mar 2026 |
| ServiceNow, Inc. NOW | 4.1% | −7.0 pp | Jun 2026 |
| Datadog, Inc. DDOG | 0.5% | +4.8 pp | Jun 2026 |
| Snowflake Inc. SNOW | -23% | +19.5 pp | Jun 2026 |
| Figma, Inc. FIG | -41% | −58.6 pp | Mar 2026 |
| Unity Software Inc. U | -69% | −39.7 pp | Mar 2026 |
| Quantinuum Inc. QNT | -157% | −1,316.6 pp | Mar 2026 |
| Strategy Inc MSTR | -842% | −19,064.4 pp | Jun 2026 |
Full 20-quarter history · every available company
OPM · reported quarter history
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Adobe Inc. · ADBE
37%
37%
35%
34%
33%
34%
34%
35%
35%
18%
36%
37%
35%
38%
36%
36%
37%
38%
34%
—
Automatic Data Processing, Inc. · ADP
22%
26%
20%
24%
25%
28%
23%
25%
25%
29%
23%
26%
26%
29%
24%
26%
26%
30%
23%
—
Cadence Design Systems, Inc. · CDNS
26%
25%
35%
33%
29%
32%
31%
29%
32%
25%
28%
29%
34%
29%
19%
32%
32%
29%
28%
—
Datadog, Inc. · DDOG
2.6%
2.9%
-0.8%
-7.2%
-7.4%
-7.3%
-4.3%
-0.8%
4.7%
2.0%
2.0%
2.9%
1.3%
-1.6%
-4.3%
-0.7%
1.0%
0.7%
0.5%
—
Intuit Inc. · INTU
9.7%
2.1%
43%
-3.1%
2.9%
8.9%
46%
0.6%
10%
11%
46%
-4.7%
8.3%
15%
48%
8.8%
14%
18%
47%
—
Salesforce, Inc. · CRM
0.6%
-2.4%
0.3%
2.5%
5.9%
14%
14%
18%
18%
19%
19%
20%
21%
21%
20%
23%
24%
19%
22%
21%
SAP SE · SAP
20%
23%
18%
22%
23%
16%
19%
23%
25%
19%
23%
27%
26%
27%
29%
28%
29%
30%
28%
—
ServiceNow, Inc. · NOW
2.2%
5.1%
1.3%
5.0%
8.0%
6.9%
5.4%
10%
11%
13%
9.1%
15%
13%
15%
11%
17%
12%
13%
4.1%
—
Shopify Inc. · SHOP
3.1%
-6.5%
-11%
-23%
3.3%
-10%
-6.9%
11%
7.3%
7.4%
11%
16%
19%
12%
14%
17%
20%
16%
18%
—
Snowflake Inc. · SNOW
-47%
-40%
-45%
-42%
-37%
-41%
-44%
-42%
-36%
-36%
-42%
-41%
-39%
-39%
-43%
-30%
-27%
-25%
-23%
—
Strategy Inc · MSTR
-102%
—
—
—
-146%
-17%
-22%
-20%
-34%
-177%
-180%
-373%
-842%
—
—
—
—
—
—
—
Uber Technologies, Inc. · UBER
-9.5%
-7.0%
-8.8%
-5.9%
-1.6%
-3.0%
3.5%
4.2%
6.6%
1.7%
7.4%
9.5%
6.4%
11%
12%
8.3%
12%
15%
13%
—
Margin change · reported quarter history
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Adobe Inc. · ADBE
—
—
—
−3.1 pp
−3.2 pp
−3.0 pp
−1.2 pp
+1.2 pp
+1.2 pp
−16.6 pp
+1.8 pp
+2.1 pp
+0.4 pp
+20.4 pp
+0.4 pp
−0.5 pp
+1.6 pp
−0.1 pp
−2.1 pp
—
Automatic Data Processing, Inc. · ADP
—
—
+1.5 pp
+1.0 pp
+2.3 pp
+1.5 pp
+3.1 pp
+0.5 pp
+0.7 pp
+1.7 pp
0.0 pp
+1.6 pp
+0.3 pp
0.0 pp
+0.4 pp
−0.5 pp
+0.5 pp
+0.7 pp
−0.5 pp
—
Cadence Design Systems, Inc. · CDNS
—
—
—
+7.5 pp
+3.1 pp
+6.3 pp
−4.7 pp
−4.4 pp
+2.6 pp
−6.8 pp
−3.0 pp
+0.2 pp
+2.2 pp
+4.3 pp
−8.7 pp
+3.0 pp
−1.5 pp
+0.2 pp
+9.4 pp
—
Datadog, Inc. · DDOG
—
—
+3.4 pp
−5.4 pp
−10.0 pp
−10.2 pp
−3.5 pp
+6.4 pp
+12.1 pp
+9.3 pp
+6.3 pp
+3.7 pp
−3.4 pp
−3.6 pp
−6.3 pp
−3.6 pp
−0.3 pp
+2.3 pp
+4.8 pp
—
Intuit Inc. · INTU
—
—
—
−18.8 pp
−6.8 pp
+6.8 pp
+3.7 pp
+3.7 pp
+7.4 pp
+2.0 pp
−0.1 pp
−5.3 pp
−2.0 pp
+4.1 pp
+1.9 pp
+13.5 pp
+5.4 pp
+3.4 pp
−1.0 pp
—
Salesforce, Inc. · CRM
—
—
—
−2.7 pp
+5.3 pp
+16.5 pp
+13.3 pp
+15.2 pp
+11.9 pp
+5.2 pp
+5.2 pp
+2.5 pp
+2.8 pp
+1.9 pp
+1.3 pp
+2.6 pp
+3.3 pp
−2.0 pp
+1.7 pp
−1.4 pp
SAP SE · SAP
—
—
+3.0 pp
+1.7 pp
+3.9 pp
−7.5 pp
+1.4 pp
+0.7 pp
+1.8 pp
+3.6 pp
+4.2 pp
+3.8 pp
+0.7 pp
+8.1 pp
+5.1 pp
+1.7 pp
+3.3 pp
+2.8 pp
−0.9 pp
—
ServiceNow, Inc. · NOW
—
—
−2.3 pp
+0.1 pp
+5.8 pp
+1.8 pp
+4.1 pp
+5.1 pp
+3.1 pp
+5.9 pp
+3.7 pp
+4.8 pp
+1.5 pp
+1.8 pp
+2.0 pp
+1.9 pp
−0.2 pp
−1.3 pp
−7.0 pp
—
Shopify Inc. · SHOP
—
—
−23.9 pp
−24.4 pp
+0.2 pp
−3.5 pp
+4.5 pp
+33.8 pp
+4.0 pp
+17.4 pp
+18.0 pp
+4.5 pp
+11.9 pp
+4.4 pp
+3.1 pp
+1.6 pp
+1.1 pp
+3.9 pp
+3.4 pp
—
Snowflake Inc. · SNOW
—
—
—
+31.7 pp
+10.0 pp
−1.1 pp
+0.9 pp
−0.5 pp
+1.5 pp
+5.1 pp
+1.7 pp
+1.4 pp
−3.3 pp
−3.6 pp
−0.8 pp
+11.2 pp
+11.6 pp
+14.4 pp
+19.5 pp
—
Strategy Inc · MSTR
−102.5 pp
—
—
—
−43.9 pp
—
—
—
+111.7 pp
−160.1 pp
−157.5 pp
−353.2 pp
−807.7 pp
−5,154.6 pp
+12,436.0 pp
+3,396.1 pp
−13,342.9 pp
−6,310.1 pp
−19,064.4 pp
—
Uber Technologies, Inc. · UBER
—
—
+21.4 pp
+5.9 pp
+7.9 pp
+4.0 pp
+12.3 pp
+10.1 pp
+8.2 pp
+4.7 pp
+3.9 pp
+5.3 pp
−0.2 pp
+8.9 pp
+4.1 pp
−1.2 pp
+5.9 pp
+4.0 pp
+1.8 pp
—
07 · compare level, then change
Profit Scale & Acceleration
Uber Technologies, Inc. has the highest Net profit among the 30 Software - Application companies compared here, at $9,736 million. Salesforce, Inc. is next at $9,662 million. PTC Inc. has the highest Profit growth at the 100% top of the scoring scale, so level and change sit with different companies.
What the numbers say: Uber Technologies, Inc. leads with $9,736 million of TTM profit, 0.8% above Salesforce, Inc.. PTC Inc. shows ≥100% on the scoring scale (138.8% uncapped) growth from a $1,225 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.
LeaderUber Technologies, Inc. · $9,736 million
Gap0.8% versus #2 · Salesforce, Inc.
Persistence6/8 recent comparable periods
Coverage25/30 companies · 519 observations
Investor read: Uber Technologies, Inc. sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.
Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profitlargest
Profit growthfastest growers
Net profit · company comparison
25/30 level · 21/30 change
All-company data · latest reported quarter
| Company | Net profit | Profit growth | Reported |
|---|---|---|---|
| Salesforce, Inc. CRM | $3.5B | 87% | Sep 2026 |
| Intuit Inc. INTU | $3.1B | 8.7% | Jun 2026 |
| Uber Technologies, Inc. UBER | $2.4B | 79% | Jun 2026 |
| SAP SE SAP | $2.2B | 26% | Jun 2026 |
| Adobe Inc. ADBE | $1.7B | 1.2% | Jun 2026 |
| Shopify Inc. SHOP | $1.5B | 66% | Jun 2026 |
| Roper Technologies, Inc. ROP | $1.2B | 209% | Jun 2026 |
| Automatic Data Processing, Inc. ADP | $979M | 7.5% | Jun 2026 |
| Fiserv, Inc. FISV | $619M | -41% | Jun 2026 |
| Autodesk, Inc. ADSK | $491M | 223% | Jun 2026 |
| Zoom Communications, Inc. ZM | $426M | 67% | Jun 2026 |
| Paychex, Inc. PAYX | $421M | 42% | Jun 2026 |
| Cadence Design Systems, Inc. CDNS | $367M | 129% | Jun 2026 |
| ServiceNow, Inc. NOW | $298M | -23% | Jun 2026 |
| Fair Isaac Corporation FICO | $237M | 30% | Jun 2026 |
| SS&C Technologies Holdings, Inc. SSNC | $226M | 6.1% | Jun 2026 |
| Workday, Inc. WDAY | $222M | 226% | Jun 2026 |
| Atlassian Corporation TEAM | $139M | -646% | Jun 2026 |
| PTC Inc. PTC | $119M | -16% | Jun 2026 |
| Tyler Technologies, Inc. TYL | $81M | 0.0% | Jun 2026 |
| DocuSign, Inc. DOCU | $78M | 8.3% | Jun 2026 |
| Manhattan Associates, Inc. MANH | $49M | -7.6% | Jun 2026 |
| Datadog, Inc. DDOG | $45M | 1,400% | Jun 2026 |
| Bending Spoons S.p.A. BSP | $27M | — | Mar 2026 |
| Dynatrace, Inc. DT | $17M | -56% | Mar 2026 |
| Quantinuum Inc. QNT | $-137M | — | Mar 2026 |
| Figma, Inc. FIG | $-142M | -416% | Mar 2026 |
| Snowflake Inc. SNOW | $-296M | — | Jun 2026 |
| Unity Software Inc. U | $-347M | — | Mar 2026 |
| Strategy Inc MSTR | $-8.2B | -182% | Jun 2026 |
Full 20-quarter history · every available company
Net profit · reported quarter history
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Adobe Inc. · ADBE
$1.2B
$1.3B
$1.2B
$1.1B
$1.2B
$1.2B
$1.3B
$1.4B
$1.5B
$620M
$1.6B
$1.7B
$1.7B
$1.8B
$1.7B
$1.8B
$1.9B
$1.9B
$1.7B
—
Automatic Data Processing, Inc. · ADP
$694M
$929M
$626M
$779M
$813M
$1.0B
$777M
$859M
$878M
$1.2B
$829M
$956M
$963M
$1.3B
$911M
$1.0B
$1.1B
$1.4B
$979M
—
Cadence Design Systems, Inc. · CDNS
$176M
$177M
$235M
$187M
$186M
$242M
$221M
$254M
$324M
$248M
$230M
$238M
$340M
$274M
$160M
$287M
$388M
$336M
$367M
—
Datadog, Inc. · DDOG
$7M
$10M
$-5M
$-26M
$-29M
$-24M
$-4M
$23M
$54M
$43M
$44M
$52M
$46M
$25M
$3M
$34M
$47M
$53M
$45M
—
Intuit Inc. · INTU
$228M
$100M
$1.8B
$-56M
$40M
$168M
$2.1B
$89M
$241M
$353M
$2.4B
$-20M
$197M
$471M
$2.8B
$381M
$446M
$693M
$3.1B
—
Salesforce, Inc. · CRM
$468M
$-28M
$28M
$68M
$210M
$-98M
$199M
$1.3B
$1.2B
$1.4B
$1.5B
$1.4B
$1.5B
$1.7B
$1.5B
$1.9B
$2.1B
$1.9B
$2.1B
$3.5B
SAP SE · SAP
$1.4B
$733M
$102M
$546M
$327M
$510M
$3.0B
$1.3B
$1.2B
$-824M
$918M
$1.4B
$1.6B
$1.8B
$1.7B
$2.1B
$1.7B
$1.9B
$2.2B
—
ServiceNow, Inc. · NOW
$26M
$75M
$20M
$80M
$150M
$150M
$1.0B
$242M
$295M
$347M
$262M
$432M
$384M
$460M
$385M
$502M
$401M
$469M
$298M
—
Shopify Inc. · SHOP
$-371M
$-1.5B
$-1.2B
$-159M
$-623M
$68M
$-1.3B
$718M
$657M
$-273M
$171M
$828M
$1.3B
$-682M
$906M
$264M
$743M
$-581M
$1.5B
—
Snowflake Inc. · SNOW
$-155M
$-132M
$-166M
$-223M
$-201M
$-207M
$-226M
$-227M
$-215M
$-170M
$-318M
$-318M
$-328M
$-326M
$-430M
$-298M
$-292M
$-310M
$-296M
—
Strategy Inc · MSTR
$-90M
—
—
—
$-250M
$461M
$22M
$-143M
$89M
$-53M
$-103M
$-340M
$-671M
$-4.2B
$10.0B
$2.8B
$-12.4B
$-12.5B
$-8.2B
—
Uber Technologies, Inc. · UBER
$888M
$-5.9B
$-2.6B
$-1.2B
$558M
$-193M
$390M
$216M
$1.7B
$-659M
$1.0B
$2.6B
$6.9B
$1.8B
$1.4B
$6.7B
$331M
$302M
$2.4B
—
Profit growth · reported quarter history
Showing the 12 largest of 26 companies with a series here. The remaining 14 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Adobe Inc. · ADBE
—
—
—
-6.3%
-4.6%
-1.5%
9.9%
24%
26%
-50%
21%
20%
13%
192%
7.5%
5.2%
10%
4.3%
1.2%
—
Atlassian Corporation · TEAM
—
—
—
—
—
-4,280%
—
—
—
—
—
—
—
-646%
—
—
—
—
—
—
Automatic Data Processing, Inc. · ADP
—
—
16%
11%
17%
12%
24%
10%
8.0%
14%
6.7%
11%
9.7%
5.5%
9.9%
6.0%
10%
8.8%
7.5%
—
Cadence Design Systems, Inc. · CDNS
—
—
—
20%
5.7%
37%
-6.0%
36%
74%
2.5%
4.1%
-6.3%
4.9%
10%
-30%
21%
14%
23%
129%
—
Datadog, Inc. · DDOG
—
—
—
—
-514%
-340%
—
—
—
—
—
126%
-15%
-42%
-93%
-35%
2.2%
112%
1,400%
—
Intuit Inc. · INTU
—
—
—
-115%
-82%
68%
16%
—
503%
110%
14%
-122%
-18%
33%
18%
—
126%
47%
8.7%
—
Salesforce, Inc. · CRM
—
—
—
-87%
-55%
—
611%
1,763%
483%
—
670%
13%
25%
18%
0.5%
32%
37%
14%
37%
87%
SAP SE · SAP
—
—
-93%
-62%
-77%
-30%
2,823%
133%
268%
-262%
-69%
13%
34%
—
91%
42%
7.1%
8.4%
26%
—
ServiceNow, Inc. · NOW
—
—
-66%
27%
477%
100%
5,120%
203%
97%
131%
-75%
79%
30%
33%
47%
16%
4.4%
2.0%
-23%
—
Shopify Inc. · SHOP
—
—
-237%
-114%
—
—
—
—
—
-501%
—
15%
97%
—
430%
-68%
-43%
—
66%
—
Strategy Inc · MSTR
-3,100%
—
—
—
—
—
—
—
—
-112%
-568%
—
-854%
—
—
—
—
—
-182%
—
Uber Technologies, Inc. · UBER
—
—
-335%
—
-37%
—
—
—
204%
—
162%
1,109%
308%
—
34%
155%
-95%
-83%
79%
—
08 · compare level, then change
Return On Capital Employed
Fair Isaac Corporation has the highest ROCE among the 30 Software - Application companies compared here, at 30.4%. Manhattan Associates, Inc. is next at 23.6%. The same company also holds the highest ROCE change, at +9.1 percentage points. 30 of 30 companies report a comparable reading, the latest through Jun 2026.
What the numbers say: Fair Isaac Corporation leads ROCE at 30.4%, 6.8 percentage points above Manhattan Associates, Inc.. Fair Isaac Corporation has the strongest latest improvement at +9.1 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.
LeaderFair Isaac Corporation · 30.4%
Gap28.8% versus #2 · Manhattan Associates, Inc.
Persistence8/8 recent comparable periods
Coverage30/30 companies · 533 observations
Investor read: Fair Isaac Corporation sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.
This conclusion weakens if: The next two comparable reports reverse the current roce change signal.
ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCEhighest
ROCE changefastest improvers
Return on capital · company comparison
30/30 level · 30/30 change
All-company data · latest reported quarter
| Company | ROCE | ROCE change | Reported |
|---|---|---|---|
| Fair Isaac Corporation FICO | 30% | +9.1 pp | Jun 2026 |
| Manhattan Associates, Inc. MANH | 24% | +0.5 pp | Jun 2026 |
| SAP SE SAP | 20% | 0.0 pp | Jun 2026 |
| Shopify Inc. SHOP | 18% | +5.9 pp | Jun 2026 |
| Intuit Inc. INTU | 15% | +0.7 pp | Jun 2026 |
| Adobe Inc. ADBE | 12% | +1.4 pp | Jun 2026 |
| Salesforce, Inc. CRM | 11% | +0.2 pp | Sep 2026 |
| Automatic Data Processing, Inc. ADP | 10% | −1.3 pp | Jun 2026 |
| Autodesk, Inc. ADSK | 8.8% | +4.7 pp | Jun 2026 |
| Atlassian Corporation TEAM | 7.8% | +8.8 pp | Jun 2026 |
| Paychex, Inc. PAYX | 6.4% | +0.5 pp | Jun 2026 |
| Bending Spoons S.p.A. BSP | 5.5% | 0.0 pp | Mar 2026 |
| DocuSign, Inc. DOCU | 5.2% | +1.8 pp | Jun 2026 |
| Cadence Design Systems, Inc. CDNS | 4.9% | +1.4 pp | Jun 2026 |
| Uber Technologies, Inc. UBER | 4.0% | +0.1 pp | Jun 2026 |
| Zoom Communications, Inc. ZM | 3.2% | +0.4 pp | Jun 2026 |
| Workday, Inc. WDAY | 3.1% | +2.8 pp | Jun 2026 |
| PTC Inc. PTC | 3.1% | −1.3 pp | Jun 2026 |
| SS&C Technologies Holdings, Inc. SSNC | 2.8% | +0.4 pp | Jun 2026 |
| Tyler Technologies, Inc. TYL | 2.3% | −0.2 pp | Jun 2026 |
| Roper Technologies, Inc. ROP | 1.9% | 0.0 pp | Jun 2026 |
| Fiserv, Inc. FISV | 1.8% | −1.2 pp | Jun 2026 |
| Dynatrace, Inc. DT | 1.3% | −0.4 pp | Mar 2026 |
| ServiceNow, Inc. NOW | 1.0% | −1.9 pp | Jun 2026 |
| Datadog, Inc. DDOG | 0.1% | +1.1 pp | Jun 2026 |
| Unity Software Inc. U | -6.5% | −4.3 pp | Mar 2026 |
| Snowflake Inc. SNOW | -6.6% | +2.3 pp | Jun 2026 |
| Quantinuum Inc. QNT | -9.0% | 0.0 pp | Mar 2026 |
| Figma, Inc. FIG | -9.3% | −14.9 pp | Mar 2026 |
| Strategy Inc MSTR | -14% | −53.8 pp | Jun 2026 |
Full 20-quarter history · every available company
ROCE · reported quarter history
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Adobe Inc. · ADBE
7.7%
8.3%
8.0%
7.6%
7.7%
8.3%
8.4%
8.5%
8.6%
4.7%
9.3%
9.7%
9.5%
11%
11%
11%
12%
12%
12%
—
Automatic Data Processing, Inc. · ADP
8.9%
13%
8.9%
12%
12%
16%
13%
15%
14%
18%
13%
14%
14%
16%
11%
12%
13%
16%
10%
—
Cadence Design Systems, Inc. · CDNS
6.1%
6.0%
9.6%
8.7%
7.4%
8.7%
8.2%
7.4%
8.6%
6.1%
6.1%
6.0%
7.8%
6.0%
3.5%
5.4%
5.7%
4.9%
4.9%
—
Datadog, Inc. · DDOG
0.5%
0.6%
-0.2%
-1.6%
-1.7%
-1.6%
-1.0%
-0.2%
1.1%
0.4%
0.5%
0.7%
0.3%
-0.3%
-1.0%
-0.2%
0.2%
0.2%
0.1%
—
Intuit Inc. · INTU
1.9%
0.3%
13%
-0.4%
0.4%
1.2%
11%
0.1%
1.3%
1.6%
12%
-0.6%
1.1%
2.5%
14%
1.3%
2.1%
3.4%
15%
—
Salesforce, Inc. · CRM
1.3%
0.7%
0.3%
0.1%
0.7%
2.5%
4.1%
6.0%
7.5%
8.2%
9.0%
9.8%
10%
10%
11%
11%
12%
12%
12%
11%
SAP SE · SAP
9.7%
10%
11%
10%
12%
11%
12%
12%
12%
13%
14%
15%
15%
17%
20%
20%
20%
21%
20%
—
ServiceNow, Inc. · NOW
0.6%
1.5%
0.4%
1.5%
2.4%
2.1%
1.5%
2.9%
3.1%
3.6%
2.4%
4.0%
3.4%
3.9%
2.9%
4.5%
3.2%
3.7%
1.0%
—
Shopify Inc. · SHOP
2.8%
1.3%
-1.6%
-4.8%
-4.8%
-5.4%
-5.9%
-0.2%
0.8%
3.6%
6.8%
7.6%
10%
12%
12%
13%
14%
17%
18%
—
Snowflake Inc. · SNOW
-3.0%
-2.9%
-3.5%
-3.8%
-3.8%
-4.4%
-4.9%
-5.1%
-4.8%
-4.9%
-6.7%
-7.1%
-6.8%
-6.9%
-8.9%
-7.1%
-6.3%
-6.1%
-6.6%
—
Strategy Inc · MSTR
-6.2%
0.0%
0.0%
0.0%
-7.3%
-0.7%
-2.3%
-0.9%
-1.3%
-4.7%
-6.1%
-7.8%
-6.8%
-24%
40%
9.6%
-40%
-30%
-14%
—
Uber Technologies, Inc. · UBER
-2.0%
-1.9%
-2.8%
-1.9%
-0.5%
-1.1%
1.4%
1.6%
2.5%
0.6%
2.8%
3.4%
2.2%
3.5%
3.9%
2.6%
4.0%
4.3%
4.0%
—
ROCE change · reported quarter history
Showing the 12 largest of 30 companies with a series here. The remaining 18 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Adobe Inc. · ADBE
—
—
—
—
0.0 pp
0.0 pp
+0.4 pp
+0.9 pp
+0.9 pp
−3.6 pp
+0.9 pp
+1.2 pp
+0.9 pp
+6.1 pp
+1.4 pp
+1.2 pp
+2.1 pp
+1.6 pp
+1.4 pp
—
Automatic Data Processing, Inc. · ADP
—
—
—
—
+3.4 pp
+3.2 pp
+4.0 pp
+2.9 pp
+2.0 pp
+1.7 pp
−0.3 pp
−0.6 pp
−0.4 pp
−1.1 pp
−1.3 pp
−2.2 pp
−1.3 pp
−0.9 pp
−1.3 pp
—
Cadence Design Systems, Inc. · CDNS
—
—
—
—
+1.3 pp
+2.7 pp
−1.4 pp
−1.3 pp
+1.2 pp
−2.6 pp
−2.1 pp
−1.4 pp
−0.8 pp
−0.1 pp
−2.6 pp
−0.6 pp
−2.1 pp
−1.1 pp
+1.4 pp
—
Datadog, Inc. · DDOG
—
—
—
—
−2.2 pp
−2.2 pp
−0.8 pp
+1.4 pp
+2.8 pp
+2.0 pp
+1.5 pp
+0.9 pp
−0.8 pp
−0.7 pp
−1.5 pp
−0.9 pp
−0.1 pp
+0.5 pp
+1.1 pp
—
Intuit Inc. · INTU
—
—
—
—
−1.5 pp
+0.9 pp
−1.4 pp
+0.5 pp
+0.9 pp
+0.4 pp
+1.2 pp
−0.7 pp
−0.2 pp
+0.9 pp
+1.8 pp
+1.9 pp
+1.0 pp
+0.9 pp
+0.7 pp
—
Salesforce, Inc. · CRM
—
—
—
—
−0.6 pp
+1.8 pp
+3.8 pp
+5.9 pp
+6.8 pp
+5.7 pp
+4.9 pp
+3.8 pp
+2.7 pp
+2.0 pp
+1.7 pp
+1.4 pp
+1.8 pp
+1.7 pp
+1.1 pp
+0.2 pp
SAP SE · SAP
—
—
—
—
+2.0 pp
+0.7 pp
+0.9 pp
+1.1 pp
+0.4 pp
+1.9 pp
+2.8 pp
+3.9 pp
+2.7 pp
+3.7 pp
+5.4 pp
+4.1 pp
+4.9 pp
+4.1 pp
0.0 pp
—
ServiceNow, Inc. · NOW
—
—
—
—
+1.8 pp
+0.6 pp
+1.1 pp
+1.4 pp
+0.7 pp
+1.5 pp
+0.9 pp
+1.1 pp
+0.3 pp
+0.3 pp
+0.5 pp
+0.5 pp
−0.2 pp
−0.2 pp
−1.9 pp
—
Shopify Inc. · SHOP
—
—
—
—
−7.6 pp
−6.7 pp
−4.3 pp
+4.6 pp
+5.6 pp
+9.0 pp
+12.7 pp
+7.8 pp
+9.6 pp
+8.6 pp
+5.5 pp
+5.6 pp
+3.4 pp
+4.4 pp
+5.9 pp
—
Snowflake Inc. · SNOW
—
—
—
—
−0.8 pp
−1.5 pp
−1.4 pp
−1.3 pp
−1.0 pp
−0.5 pp
−1.8 pp
−2.0 pp
−2.0 pp
−2.0 pp
−2.2 pp
0.0 pp
+0.5 pp
+0.8 pp
+2.3 pp
—
Strategy Inc · MSTR
—
—
—
—
−1.1 pp
−0.7 pp
−2.3 pp
−0.9 pp
+6.0 pp
−4.0 pp
−3.8 pp
−6.9 pp
−5.5 pp
−19.2 pp
+45.6 pp
+17.4 pp
−33.5 pp
−5.8 pp
−53.8 pp
—
Uber Technologies, Inc. · UBER
—
—
—
—
+1.5 pp
+0.8 pp
+4.2 pp
+3.5 pp
+3.0 pp
+1.7 pp
+1.4 pp
+1.8 pp
−0.3 pp
+2.9 pp
+1.1 pp
−0.8 pp
+1.8 pp
+0.8 pp
+0.1 pp
—
09 · compare level, then change
Valuation Against Growth & Quality
Salesforce, Inc. has the lowest PEG among the 30 Software - Application companies compared here, at 0.26×. Zoom Communications, Inc. is next at 0.55×. Fiserv, Inc. has the lowest P/E at 9.41×, so level and change sit with different companies. 16 of 30 companies report a comparable reading, the latest through Sep 2026.
What the numbers say: Salesforce, Inc. has the lowest comparable PEG at 0.26×, 52.7% below Zoom Communications, Inc.. Only 16 of 30 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.
LeaderSalesforce, Inc. · 0.26×
Gap52.7% versus #2 · Zoom Communications, Inc.
Persistence0/8 recent comparable periods
Coverage16/30 companies · 145 observations
Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.
This conclusion weakens if: The next two comparable reports reverse the current p/e signal.
PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.
PEGlowest PEG
P/Elowest P/E
Valuation · company comparison
16/30 level · 24/30 change
All-company data · latest reported quarter
| Company | PEG | P/E | Reported |
|---|---|---|---|
| Dynatrace, Inc. DT | 14.1 | 68.5 | Mar 2026 |
| Datadog, Inc. DDOG | 12.2 | 520.7 | Jun 2026 |
| Manhattan Associates, Inc. MANH | 6.0 | 39.9 | Jun 2026 |
| Tyler Technologies, Inc. TYL | 5.2 | 38.8 | Jun 2026 |
| SS&C Technologies Holdings, Inc. SSNC | 5.2 | 17.8 | Jun 2026 |
| ServiceNow, Inc. NOW | 4.6 | 62.1 | Jun 2026 |
| Shopify Inc. SHOP | 4.1 | 77.1 | Jun 2026 |
| Paychex, Inc. PAYX | 2.8 | 19.8 | Jun 2026 |
| Workday, Inc. WDAY | 2.1 | 38.3 | Jun 2026 |
| Automatic Data Processing, Inc. ADP | 2.1 | 20.5 | Jun 2026 |
| Cadence Design Systems, Inc. CDNS | 2.1 | 74.6 | Jun 2026 |
| Roper Technologies, Inc. ROP | 1.4 | 14.0 | Jun 2026 |
| Adobe Inc. ADBE | 1.3 | 14.8 | Jun 2026 |
| SAP SE SAP | 1.0 | 20.1 | Jun 2026 |
| Fair Isaac Corporation FICO | 1.0 | 34.5 | Jun 2026 |
| PTC Inc. PTC | 0.8 | 11.0 | Jun 2026 |
| Autodesk, Inc. ADSK | 0.7 | 34.6 | Jun 2026 |
| Intuit Inc. INTU | 0.7 | 23.5 | Jun 2026 |
| Fiserv, Inc. FISV | 0.6 | 9.4 | Jun 2026 |
| Zoom Communications, Inc. ZM | 0.6 | 14.3 | Jun 2026 |
| Salesforce, Inc. CRM | 0.3 | 15.6 | Sep 2026 |
| Uber Technologies, Inc. UBER | — | 15.9 | Jun 2026 |
| Strategy Inc MSTR | — | 15.0 | Jun 2026 |
| DocuSign, Inc. DOCU | — | 29.9 | Jun 2026 |
Full 20-quarter history · every available company
PEG · reported quarter history
Showing the 12 largest of 21 companies with a series here. The remaining 9 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Adobe Inc. · ADBE
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5.2
3.1
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6.5
7.4
8.4
0.6
0.7
0.6
0.6
1.2
1.3
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Autodesk, Inc. · ADSK
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—
—
—
—
—
0.9
0.9
5.3
2.3
2.4
3.0
2.8
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0.7
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Automatic Data Processing, Inc. · ADP
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1.8
1.6
1.8
1.9
1.9
2.4
2.6
2.6
3.5
3.2
3.6
2.9
2.0
2.1
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Cadence Design Systems, Inc. · CDNS
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—
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4.9
3.6
2.1
3.4
3.0
4.7
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14.9
7.5
2.1
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Datadog, Inc. · DDOG
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4.9
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12.2
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Intuit Inc. · INTU
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3.7
1.4
1.5
1.6
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4.7
6.0
3.7
1.8
1.1
0.7
0.7
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Paychex, Inc. · PAYX
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2.0
2.5
2.4
2.5
3.0
4.4
5.5
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2.8
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Salesforce, Inc. · CRM
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1.0
2.8
1.9
1.5
1.2
0.5
0.3
SAP SE · SAP
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—
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1.3
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—
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2.6
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0.8
1.0
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ServiceNow, Inc. · NOW
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3.0
3.9
4.2
4.6
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Shopify Inc. · SHOP
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4.1
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Workday, Inc. · WDAY
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2.1
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P/E · reported quarter history
Showing the 12 largest of 24 companies with a series here. The remaining 12 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Adobe Inc. · ADBE
61.5
44.9
42.0
36.3
33.8
33.9
41.6
50.7
51.8
54.6
40.0
48.5
41.7
28.9
26.6
22.2
19.2
15.3
14.8
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Autodesk, Inc. · ADSK
53.5
111.5
85.7
85.2
75.7
56.9
50.5
52.5
46.5
60.6
46.1
50.6
56.3
60.8
58.7
62.8
58.4
48.4
34.6
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Automatic Data Processing, Inc. · ADP
38.2
33.6
30.0
31.3
31.7
28.4
26.8
28.6
27.1
27.9
26.2
29.5
30.5
31.3
30.9
29.0
24.7
19.0
20.5
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Cadence Design Systems, Inc. · CDNS
61.7
74.5
62.0
53.6
57.6
67.1
71.9
66.8
71.3
81.1
79.5
71.1
78.0
64.4
83.3
90.5
77.0
64.8
74.6
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Datadog, Inc. · DDOG
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9,524.0
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867.0
386.3
288.2
217.1
274.8
215.7
383.8
459.4
438.7
302.7
520.7
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Intuit Inc. · INTU
82.8
70.8
47.5
62.7
65.1
62.0
56.1
60.8
54.1
64.4
57.7
62.1
59.3
56.1
50.9
57.4
45.6
32.3
23.5
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Salesforce, Inc. · CRM
168.7
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174.4
341.6
584.3
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512.4
138.9
75.4
65.8
47.7
44.5
46.9
52.8
41.6
37.1
34.3
26.7
18.0
15.6
SAP SE · SAP
28.0
23.9
25.9
30.7
49.2
67.0
30.1
26.2
26.5
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85.8
86.6
88.0
49.7
46.0
37.5
33.9
23.5
20.1
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ServiceNow, Inc. · NOW
574.4
506.3
522.6
381.4
242.7
237.1
81.0
72.4
84.1
81.5
142.3
139.1
154.8
107.9
129.0
110.9
91.7
62.2
62.1
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Shopify Inc. · SHOP
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-35.4
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-61.0
759.0
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66.9
74.8
68.1
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63.8
108.5
170.2
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77.1
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Strategy Inc · MSTR
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38.1
256.5
23.9
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35.6
15.0
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Uber Technologies, Inc. · UBER
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93.9
70.8
124.2
79.9
37.4
13.2
12.8
15.9
12.6
17.3
17.9
15.9
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10 · before the conclusion, check the blind spots
What can make this comparison misleading?
This Software - Application comparison names 5 specific ways its own evidence can mislead, all listed below. 5 of the 30 companies report on an older date than the sector's freshest reporters, so their ranks are marked stale. A high growth rate can still be a low-base artefact.
Keep these limits visible
- A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
- A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
- The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
- An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
- 5 companies have older fundamental reporting dates than the sector’s freshest reporters; their ranks carry a stale marker.
11 · evidence and freshness
How was this comparison built?
This comparison is built from the reported filings of 30 Software - Application companies, normalized to a common $ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Sep 2026 and market data through 2026-09-16. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.
FundamentalsThrough Sep 2026 · up to 20 quarters per company
Market dataThrough 2026-09-16 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
12 · questions investors ask, short speakable answers
Software - Application company comparison FAQs
These 22 answers restate the Software - Application comparison above in question form. Every one is computed from the same 30 companies and the same reported filings as the rankings and charts, current through Sep 2026. Price and relative-strength answers run through 2026-09-16. Nothing here is estimated, and none of it is a recommendation.
Is the Software - Application sector outperforming S&P 500?
Software - Application has underperformed S&P 500 by 25.8% over 52 weeks and 24.7% over 13 weeks. 12 of 28 covered companies beat the S&P 500 on Mansfield relative strength, while 12 of 28 beat the sector itself.
Which Software - Application company is largest by revenue?
Uber Technologies, Inc. leads with revenue of $55,227 million, based on 25 of 30 comparable companies through Jun 2026.
Which Software - Application company is growing fastest?
Figma, Inc. has the fastest current revenue growth at 41.4%, across 25 of 30 comparable companies.
Which Software - Application company has the strongest 4-Factor Sector Score?
Salesforce, Inc. ranks first at 65.9/100 with 85.3% evidence confidence. The score prioritizes research; it is not a buy recommendation.
Which Software - Application company has the lowest comparable PEG?
Salesforce, Inc. has the lowest comparable PEG at 0.26, among 16 of 30 companies whose earnings and growth are steady enough for the ratio to mean anything.
How much history does this Software - Application comparison include?
The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Sep 2026. Missing observations remain blank rather than being estimated.
How is the 4-Factor Sector Score calculated?
The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.
Which Software - Application company is the biggest?
Uber Technologies, Inc. is the largest, with trailing-twelve-month revenue of $55,227 million, ahead of Salesforce, Inc. at $43,938 million. That covers 25 of 30 companies with comparable reporting through Jun 2026.
Which Software - Application company has the best profit margins?
Fair Isaac Corporation has the highest operating margin at 53.8%, from 28 of 30 comparable companies. Snowflake Inc. shows the biggest recent improvement, at +19.5 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.
Which Software - Application company makes the most profit?
Uber Technologies, Inc. earns the most, at $9,736 million of trailing-twelve-month net profit, from 25 of 30 comparable companies. PTC Inc. has the fastest profit growth at the ≥100% scoring cap, though growth off a small or recovering profit base overstates how much has actually changed.
Which Software - Application company earns the highest return on capital?
Fair Isaac Corporation leads on return on capital employed at 30.4%, across 30 of 30 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.
Which Software - Application stock is the cheapest?
On PEG — where a LOWER number is cheaper — Salesforce, Inc. screens cheapest at 0.26×. Only 16 of 30 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.
Is the Software - Application sector beating the market?
Software - Application has underperformed S&P 500 by 25.8% over the last 52 weeks and 24.7% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 12 of 28 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.
Which Software - Application stock has the strongest price momentum?
Atlassian Corporation has the strongest relative strength against S&P 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.
Which Software - Application company scores highest for research priority?
Salesforce, Inc. scores 65.9 out of 100 with 85.3% evidence confidence, from 18.4 points on growth and earnings, 14.5 on capital efficiency, 15.7 on valuation and 17.3 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.
How many Software - Application companies does this comparison cover, and over what period?
It compares 30 listed companies over up to 20 reported quarters of fundamentals, ending Sep 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.
What is the total market cap of the Software - Application sector?
The 30 Software - Application companies on this page carry $1,979,199 million of combined market value. SAP SE is the largest at $248,474 million, about 13% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-09-16.
What is the Software - Application sector's P/E ratio?
The median price-to-earnings ratio across the 30 Software - Application companies on this page is 23.5×, measured on the 24 that report a comparable figure. A sector-level history for this multiple is not held here, so this is a cross-section of today, not a comparison with the sector’s own past. Figures are as of 2026-09-16.
How is the Software - Application sector performing?
12 of the 28 covered Software - Application companies are beating S&P 500 on Mansfield relative strength. The sector itself is 25.8% behind S&P 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-09-16.
How many Software - Application stocks are listed in the US?
This comparison covers 30 listed Software - Application companies in the US, each above the size floor the site applies. The full ranked list is on this page, with reported fundamentals through Sep 2026. Membership is the full industry list — nothing is dropped for having thin data.
Why are some values on this page blank?
A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.
Is this investment advice?
No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.
Not SEBI Registered !! Not Investment advice !!