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20-quarter listed-company comparison
Software - Infrastructure Stocks
Software - Infrastructure: Microsoft Corporation owns the largest revenue base; CoreWeave, Inc. has the fastest current growth.
01 · the industry itself · before any single company
How has Software - Infrastructure 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 30% ahead of S&P 500. Earnings across its companies grew 13% on average over the last four reported quarters. It has been ahead of S&P 500 on a rolling three-month view for 21 weeks running.
BREAKING OUT · ahead 21w✓Price and the fundamentals both up61 of 115 companies ahead of S&P 500 by 5% or more over three months7 are 20% or more behind over a year while earnings grew 20% or more
RS ↑21w · 69/113 >200d (−4) · 61/115 lead (+0) · EPS 79/112↑
Software - Infrastructure, equal-weighted, based at 200
S&P 500, same base, same start
trailing 12-month earnings per share rising
falling
Software - Infrastructure, equal-weighted, based at 200
S&P 500, same base, same start
trailing 12-month earnings per share rising
falling
Software - Infrastructure, 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 115 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 - Infrastructure outperforming S&P 500?
Software - Infrastructure has outperformed S&P 500 by 7.7% over the last 52 weeks. Over 13 weeks the gap is a lead of 18.2%. 19 of 27 covered companies currently beat the S&P 500 on Mansfield relative strength, so leadership inside the sector is selective. Okta, Inc. is the strongest against the sector itself at +48.3%.
+18.2%Sector vs S&P 500 · 13 weeks
+7.7%Sector vs S&P 500 · 52 weeks
19/27Stocks leading S&P 500
11/27Stocks 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 - Infrastructure has outperformed S&P 500 by 7.7% over 52 weeks and 18.2% over 13 weeks. 19 of 27 covered companies beat the S&P 500 on Mansfield relative strength, while 11 of 27 beat the sector itself. Microsoft Corporation leads with revenue of $331,839 million, based on 26 of 28 comparable companies through Jun 2026.
Companies
28
complete canonical membership
Combined market value
$5.9T
Microsoft Corporation
Revenue growing
25/26
positive TTM year-on-year growth
Beating S&P 500
19/27
positive Mansfield relative strength
Comparing 5 of 28
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%
Palantir Technologies Inc. has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 71.1% evidence confidence.
Akamai Technologies, Inc. looks inexpensive relative to peers or its own history, but its earnings trajectory has not yet earned the valuation signal.
Cloudflare, 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 |
|---|---|---|---|---|---|---|
| 1Palantir Technologies Inc.PLTR | 69.6/100Favorable setup71% evidence | BREAKING OUT | 30.0/35 Revenue 78.8% · PAT 100% · OPM change 20.3 pp 83% evidence | 19.9/25 ROCE 26% · OPM 47.1% 76% evidence | 9.2/20 P/E 92.7× · PEG — 15% evidence | 10.5/20 RS sector -12% · RS bench 4.1% · 1Y -4.4%7 of 12 weeks ahead 100% evidence |
| Exact sum: 30 + 19.9 + 9.2 + 10.5 = 69.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 2Corpay, Inc.CPAY | 64.2/100Mixed-positive evidence81% evidence | LEADER | 22.6/35 Revenue 20.4% · PAT 8% · OPM change 3.4 pp 83% evidence | 20.5/25 ROCE 21.2% · OPM 46.9% 76% evidence | 11.3/20 P/E 19.2× · PEG 1.65 65% evidence | 9.8/20 RS sector -3.6% · RS bench 14.1% · 1Y 33.2%11 of 12 weeks ahead 100% evidence |
| Exact sum: 22.6 + 20.5 + 11.3 + 9.8 = 64.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 3Microsoft CorporationMSFT | 63.8/100Mixed-positive evidence81% evidence | BREAKING OUT | 18.4/35 Revenue 17.8% · PAT 31.3% · OPM change 0.2 pp 83% evidence | 21.2/25 ROCE 26.3% · OPM 45.1% 76% evidence | 15.3/20 P/E 20.7× · PEG 0.65 65% evidence | 8.9/20 RS sector -13.1% · RS bench 2.7% · 1Y -5.3%8 of 12 weeks ahead 100% evidence |
| Exact sum: 18.4 + 21.2 + 15.3 + 8.9 = 63.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 4NetApp, Inc.NTAP | 60.0/100Mixed-positive evidence81% evidence | LEADER | 19.1/35 Revenue 5.4% · PAT 7.6% · OPM change 7.2 pp 83% evidence | 15.3/25 ROCE 8.3% · OPM 27.3% 76% evidence | 12.5/20 P/E 17.1× · PEG 1.43 65% evidence | 13.1/20 RS sector 18.1% · RS bench 38% · 1Y 53%12 of 12 weeks ahead 100% evidence |
| Exact sum: 19.1 + 15.3 + 12.5 + 13.1 = 60 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 5Okta, Inc.OKTA | 59.2/100Mixed-positive evidence71% evidence | LEADER | 20.4/35 Revenue 11.8% · PAT 90% · OPM change 1.6 pp 83% evidence | 9.4/25 ROCE 2.4% · OPM 7.3% 76% evidence | 9.5/20 P/E 52.7× · PEG — 15% evidence | 19.9/20 RS sector 48.3% · RS bench 72.9% · 1Y 101.5%12 of 12 weeks ahead 100% evidence |
| Exact sum: 20.4 + 9.4 + 9.5 + 19.9 = 59.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 6Fortinet, Inc.FTNT | 57.8/100Mixed-positive evidence81% evidence | LEADER | 22.8/35 Revenue 18.8% · PAT 9.3% · OPM change 5.6 pp 83% evidence | 16.9/25 ROCE 11.6% · OPM 33.7% 76% evidence | 4.4/20 P/E 54.1× · PEG 4.11 65% evidence | 13.7/20 RS sector 28.9% · RS bench 50.5% · 1Y 104%10 of 12 weeks ahead 100% evidence |
| Exact sum: 22.8 + 16.9 + 4.4 + 13.7 = 57.8 · Decision use: Confirmed research leader: earnings, capital efficiency and relative strength agree. Move to management, catalyst and risk diligence. | ||||||
| 7Rubrik, Inc.RBRK | 57.0/100Mixed-positive evidence61% evidence | LEADER | 24.9/35 Revenue 45.9% · PAT — · OPM change 19.8 pp 62% evidence | 3.8/25 ROCE -5.3% · OPM -13.6% 76% evidence | 10.0/20 P/E — · PEG — 0% evidence | 18.3/20 RS sector 18.5% · RS bench 38.6% · 1Y 30.8%12 of 12 weeks ahead 100% evidence |
| Exact sum: 24.9 + 3.8 + 10 + 18.3 = 57 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 8Nutanix, Inc.NTNX | 56.1/100Mixed-positive evidence71% evidence | BREAKING OUT | 19.6/35 Revenue -1.9% · PAT 100% · OPM change 5.2 pp 83% evidence | 11.0/25 ROCE 3.7% · OPM 19.3% 76% evidence | 9.6/20 P/E 43× · PEG — 15% evidence | 15.9/20 RS sector 3.9% · RS bench 21.6% · 1Y -10.9%12 of 12 weeks ahead 100% evidence |
| Exact sum: 19.6 + 11 + 9.6 + 15.9 = 56.1 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 9CrowdStrike Holdings, Inc.CRWD | 54.9/100Mixed-positive evidence67% evidence | LEADER | 23.1/35 Revenue 24.3% · PAT — · OPM change 3.4 pp 71% evidence | 5.3/25 ROCE -1.6% · OPM -2.3% 76% evidence | 8.5/20 P/E 3324.4× · PEG — 15% evidence | 18.0/20 RS sector 36.9% · RS bench 59.6% · 1Y 92.1%12 of 12 weeks ahead 100% evidence |
| Exact sum: 23.1 + 5.3 + 8.5 + 18 = 54.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 10GoDaddy Inc.GDDY | 53.6/100Thin evidence · provisional56% evidence | BREAKING OUT | 20.7/35 Revenue — · PAT — · OPM change 3.8 pp 39% evidence | 14.7/25 ROCE 6.8% · OPM 24.5% 76% evidence | 11.4/20 P/E 12.6× · PEG — 15% evidence | 6.8/20 RS sector -23.4% · RS bench -9.4% · 1Y -31.5%5 of 12 weeks ahead 100% evidence |
| Exact sum: 20.7 + 14.7 + 11.4 + 6.8 = 53.6 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 11Gen Digital Inc.GEN | 52.7/100Mixed-positive evidence71% evidence | BREAKING OUT | 17.7/35 Revenue 27.1% · PAT 51.3% · OPM change -6.4 pp 53% evidence | 15.3/25 ROCE 6.3% · OPM 62.6% 76% evidence | 8.0/20 P/E 12× · PEG 2.71 65% evidence | 11.7/20 RS sector -3.6% · RS bench 13.5% · 1Y 5.7%12 of 12 weeks ahead 100% evidence |
| Exact sum: 17.7 + 15.3 + 8 + 11.7 = 52.7 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 12Oracle CorporationORCL | 51.5/100Mixed-positive evidence85% evidence | BASING | 19.9/35 Revenue 21.6% · PAT 50.6% · OPM change 3.9 pp 95% evidence | 15.5/25 ROCE 9.6% · OPM 35.3% 76% evidence | 15.6/20 P/E 22.9× · PEG 0.48 65% evidence | 0.5/20 RS sector -38.5% · RS bench -27.3% · 1Y -53.6%0 of 12 weeks ahead 100% evidence |
| Exact sum: 19.9 + 15.5 + 15.6 + 0.5 = 51.5 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 13F5, Inc.FFIV | 50.3/100Mixed-positive evidence81% evidence | TURNING | 14.5/35 Revenue 9.4% · PAT 8.8% · OPM change -0.6 pp 83% evidence | 18.3/25 ROCE 16.3% · OPM 24.6% 76% evidence | 5.7/20 P/E 32.3× · PEG 3.03 65% evidence | 11.8/20 RS sector 4.8% · RS bench 23.4% · 1Y 28.9%8 of 12 weeks ahead 100% evidence |
| Exact sum: 14.5 + 18.3 + 5.7 + 11.8 = 50.3 · Decision use: Strong business, demanding price: keep it on the quality list, but require either earnings upgrades or valuation compression. | ||||||
| 14Toast, Inc.TOST | 50.1/100Thin evidence · provisional56% evidence | BREAKING OUT | 22.5/35 Revenue 23.4% · PAT 100% · OPM change 3.5 pp 53% evidence | 10.7/25 ROCE 5.9% · OPM 6.7% 57% evidence | 9.8/20 P/E 40.8× · PEG — 15% evidence | 7.1/20 RS sector -21.1% · RS bench -6.7% · 1Y -24.3%8 of 12 weeks ahead 100% evidence |
| Exact sum: 22.5 + 10.7 + 9.8 + 7.1 = 50.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 15Twilio Inc.TWLO | 49.9/100Mixed-negative evidence64% evidence | TURNING | 18.1/35 Revenue 17.8% · PAT — · OPM change 2.6 pp 62% evidence | 7.3/25 ROCE 0.9% · OPM 5.6% 76% evidence | 10.4/20 P/E 28.7× · PEG — 15% evidence | 14.1/20 RS sector 21.6% · RS bench 42.4% · 1Y 124.3%10 of 12 weeks ahead 100% evidence |
| Exact sum: 18.1 + 7.3 + 10.4 + 14.1 = 49.9 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 16Samsara Inc.IOT | 49.8/100Mixed-negative evidence64% evidence | BREAKING OUT | 24.4/35 Revenue 29.6% · PAT — · OPM change 10.6 pp 62% evidence | 6.0/25 ROCE -0.7% · OPM 1.5% 76% evidence | 8.6/20 P/E 308.9× · PEG — 15% evidence | 10.8/20 RS sector -7.3% · RS bench 9.2% · 1Y 1.4%11 of 12 weeks ahead 100% evidence |
| Exact sum: 24.4 + 6 + 8.6 + 10.8 = 49.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 17DigitalOcean Holdings, Inc.DOCN | 49.8/100Thin evidence · provisional56% evidence | ASLEEP | 17.3/35 Revenue 17.7% · PAT 100% · OPM change -3.7 pp 53% evidence | 11.2/25 ROCE 2.2% · OPM 14.2% 57% evidence | 10.1/20 P/E 37.5× · PEG — 15% evidence | 11.2/20 RS sector 13.7% · RS bench 33.5% · 1Y 238.4%5 of 12 weeks ahead 100% evidence |
| Exact sum: 17.3 + 11.2 + 10.1 + 11.2 = 49.8 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 18Check Point Software Technologies Ltd.CHKP | 45.1/100Thin evidence · provisional56% evidence | TURNING | 14.8/35 Revenue — · PAT — · OPM change -3 pp 39% evidence | 14.2/25 ROCE 3.8% · OPM 27.7% 76% evidence | 11.2/20 P/E 13.5× · PEG — 15% evidence | 4.9/20 RS sector -31.8% · RS bench -18.9% · 1Y -30.4%3 of 12 weeks ahead 100% evidence |
| Exact sum: 14.8 + 14.2 + 11.2 + 4.9 = 45.1 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
| 19Cloudflare, Inc.NET | 43.5/100Mixed-negative evidence61% evidence | LEADER | 12.7/35 Revenue 33.6% · PAT — · OPM change -16.5 pp 62% evidence | 4.0/25 ROCE -4.8% · OPM -29.6% 76% evidence | 10.0/20 P/E — · PEG — 0% evidence | 16.8/20 RS sector 16.1% · RS bench 36.3% · 1Y 43.7%11 of 12 weeks ahead 100% evidence |
| Exact sum: 12.7 + 4 + 10 + 16.8 = 43.5 · Decision use: Price leads the evidence: RS versus the benchmark is 36.3%, but earnings trajectory is weak. Wait for revenue and profit confirmation. | ||||||
| 20MongoDB, Inc.MDB | 42.6/100Mixed-negative evidence61% evidence | LEADER | 20.9/35 Revenue 23.7% · PAT — · OPM change 6.2 pp 62% evidence | 5.4/25 ROCE -0.8% · OPM -3.6% 76% evidence | 10.0/20 P/E — · PEG — 0% evidence | 6.3/20 RS sector -12.6% · RS bench 3.2% · 1Y 16.4%10 of 12 weeks ahead 100% evidence |
| Exact sum: 20.9 + 5.4 + 10 + 6.3 = 42.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 21Palo Alto Networks, Inc.PANW | 42.1/100Mixed-negative evidence75% evidence | LEADER | 8.5/35 Revenue 24.5% · PAT -72.9% · OPM change -8.5 pp 95% evidence | 9.3/25 ROCE 2.1% · OPM 5% 76% evidence | 9.1/20 P/E 96.2× · PEG — 15% evidence | 15.2/20 RS sector 30.6% · RS bench 52% · 1Y 80.4%12 of 12 weeks ahead 100% evidence |
| Exact sum: 8.5 + 9.3 + 9.1 + 15.2 = 42.1 · Decision use: Price leads the evidence: RS versus the benchmark is 52%, but earnings trajectory is weak. Wait for revenue and profit confirmation. | ||||||
| 22Akamai Technologies, Inc.AKAM | 40.8/100Mixed-negative evidence66% evidence | ASLEEP | 12.7/35 Revenue 6.1% · PAT -4% · OPM change -4.5 pp 53% evidence | 11.5/25 ROCE 1.2% · OPM 10.7% 57% evidence | 14.0/20 P/E 38.7× · PEG 0.7 65% evidence | 2.6/20 RS sector -20.4% · RS bench -5.6% · 1Y 37%4 of 12 weeks ahead 100% evidence |
| Exact sum: 12.7 + 11.5 + 14 + 2.6 = 40.8 · Decision use: Cheap but unconfirmed: require improving earnings before treating the valuation as an opportunity. | ||||||
| 23Zscaler, Inc.ZS | 39.8/100Mixed-negative evidence61% evidence | TURNING | 17.5/35 Revenue 24.6% · PAT — · OPM change 0.2 pp 62% evidence | 5.0/25 ROCE -0.9% · OPM -3.5% 76% evidence | 10.0/20 P/E — · PEG — 0% evidence | 7.3/20 RS sector -22.1% · RS bench -8.2% · 1Y -34.9%8 of 12 weeks ahead 100% evidence |
| Exact sum: 17.5 + 5 + 10 + 7.3 = 39.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 24VeriSign, Inc.VRSN | 37.0/100Mixed-negative evidence81% evidence | TURNING | 10.5/35 Revenue 6.9% · PAT 6.5% · OPM change -0.3 pp 83% evidence | 10.2/25 ROCE -1203.5% · OPM 68.2% 76% evidence | 7.6/20 P/E 27× · PEG 2.65 65% evidence | 8.7/20 RS sector -9.9% · RS bench 6.5% · 1Y 5.7%1 of 12 weeks ahead 100% evidence |
| Exact sum: 10.5 + 10.2 + 7.6 + 8.7 = 37 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 25CoreWeave, Inc.CRWV | 33.6/100Adverse evidence61% evidence | ASLEEP | 16.4/35 Revenue 100% · PAT — · OPM change -3.5 pp 62% evidence | 5.8/25 ROCE -0.1% · OPM -1.9% 76% evidence | 10.0/20 P/E — · PEG — 0% evidence | 1.4/20 RS sector -31.1% · RS bench -18.4% · 1Y -33.2%0 of 12 weeks ahead 100% evidence |
| Exact sum: 16.4 + 5.8 + 10 + 1.4 = 33.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 26Block, Inc.XYZ | 32.0/100Adverse evidence71% evidence | FADING | 9.0/35 Revenue 5.1% · PAT -87.9% · OPM change -1.2 pp 83% evidence | 8.8/25 ROCE 1.6% · OPM 6.8% 76% evidence | 8.8/20 P/E 135.7× · PEG — 15% evidence | 5.4/20 RS sector -12.7% · RS bench 2.9% · 1Y -0.5%9 of 12 weeks ahead 100% evidence |
| Exact sum: 9 + 8.8 + 8.8 + 5.4 = 32 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 27Synopsys, Inc.SNPS | 31.4/100Adverse evidence81% evidence | BASING | 12.2/35 Revenue 39.5% · PAT -41.8% · OPM change -18.2 pp 83% evidence | 9.7/25 ROCE 0.4% · OPM 5.3% 76% evidence | 8.5/20 P/E 111.7× · PEG 1.78 65% evidence | 1.0/20 RS sector -32.8% · RS bench -20.1% · 1Y -23.6%0 of 12 weeks ahead 100% evidence |
| Exact sum: 12.2 + 9.7 + 8.5 + 1 = 31.4 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction. | ||||||
| 28Cerebras Systems Inc.CBRS | 43.7/100Thin evidence · provisional41% evidence | ASLEEP | 20.1/35 Revenue 90.5% · PAT — · OPM change -209.7 pp 62% evidence | 3.6/25 ROCE -9.5% · OPM -265% 76% evidence | 10.0/20 P/E — · PEG — 0% evidence | 10.0/20 RS sector — · RS bench — · 1Y —0 of 6 weeks ahead 0% evidence |
| Exact sum: 20.1 + 3.6 + 10 + 10 = 43.7 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral. | ||||||
Showing 10 of 28 companies
04 · what price has already done
Market action
DigitalOcean Holdings, Inc. has the strongest one-year price move in Software - Infrastructure at +238.4%. Okta, Inc. leads on Mansfield relative strength against the S&P 500 at +72.9%. 19 of 27 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 - Infrastructure 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
Microsoft Corporation has the highest Revenue among the 28 Software - Infrastructure companies compared here, at $331,839 million. Oracle Corporation is next at $71,777 million. CoreWeave, Inc. has the highest Revenue growth at the 100% top of the scoring scale, so level and change sit with different companies. Its Revenue series carries 19 reported observations across the 20-quarter window.
What the numbers say: Microsoft Corporation is the scale leader at $331,839 million, 362.3% ahead of Oracle Corporation. CoreWeave, Inc.'s growth is stored at the ≥100% scoring cap; the uncapped TTM change is 115.3% from a $7,590 million base, with 11 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.
LeaderMicrosoft Corporation · $331,839 million
Gap362.3% versus #2 · Oracle Corporation
Persistence8/8 recent comparable periods
Coverage26/28 companies · 515 observations
Investor read: Microsoft Corporation is the scale benchmark; CoreWeave, Inc. is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.
This conclusion weakens if: Microsoft Corporation's growth falls below CoreWeave, 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
26/28 level · 26/28 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 |
|---|---|---|---|
| Microsoft Corporation MSFT | $90.0B | 18% | Jun 2026 |
| Oracle Corporation ORCL | $19.3B | 30% | Sep 2026 |
| Block, Inc. XYZ | $6.6B | 9.3% | Jun 2026 |
| Palo Alto Networks, Inc. PANW | $3.4B | 34% | Sep 2026 |
| CoreWeave, Inc. CRWV | $2.6B | 112% | Jun 2026 |
| Synopsys, Inc. SNPS | $2.3B | 42% | Jun 2026 |
| Fortinet, Inc. FTNT | $2.0B | 26% | Jun 2026 |
| NetApp, Inc. NTAP | $1.9B | 12% | Jun 2026 |
| Palantir Technologies Inc. PLTR | $1.9B | 93% | Jun 2026 |
| Toast, Inc. TOST | $1.6B | 22% | Mar 2026 |
| Twilio Inc. TWLO | $1.5B | 22% | Jun 2026 |
| CrowdStrike Holdings, Inc. CRWD | $1.5B | 26% | Sep 2026 |
| Corpay, Inc. CPAY | $1.3B | 22% | Jun 2026 |
| Gen Digital Inc. GEN | $1.3B | 23% | Jun 2026 |
| GoDaddy Inc. GDDY | $1.3B | 6.1% | Jun 2026 |
| Akamai Technologies, Inc. AKAM | $1.1B | 5.8% | Mar 2026 |
| F5, Inc. FFIV | $865M | 11% | Jun 2026 |
| Zscaler, Inc. ZS | $850M | 25% | Jun 2026 |
| Okta, Inc. OKTA | $765M | 11% | Jun 2026 |
| Cloudflare, Inc. NET | $696M | 36% | Jun 2026 |
| MongoDB, Inc. MDB | $688M | 25% | Jun 2026 |
| Check Point Software Technologies Ltd. CHKP | $668M | 4.7% | Jun 2026 |
| Samsara Inc. IOT | $479M | 31% | Jun 2026 |
| VeriSign, Inc. VRSN | $435M | 6.1% | Jun 2026 |
| Rubrik, Inc. RBRK | $387M | 39% | Jun 2026 |
| Nutanix, Inc. NTNX | $365M | 5.8% | Jun 2026 |
| DigitalOcean Holdings, Inc. DOCN | $258M | 22% | Mar 2026 |
| Cerebras Systems Inc. CBRS | $180M | 75% | Jun 2026 |
Full 20-quarter history · every available company
Revenue · reported quarter history
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Cerebras Systems Inc. · CBRS
—
—
—
—
—
$3M
$6M
$35M
$35M
$67M
$70M
$72M
$82M
$100M
$103M
$136M
$171M
$193M
$180M
—
Cloudflare, Inc. · NET
$194M
$212M
$235M
$254M
$275M
$290M
$308M
$336M
$362M
$379M
$401M
$430M
$460M
$479M
$512M
$562M
$615M
$640M
$696M
—
CoreWeave, Inc. · CRWV
—
—
—
—
—
—
—
—
$116M
$189M
$395M
$584M
$747M
$982M
$1.2B
$1.4B
$1.6B
$2.1B
$2.6B
—
CrowdStrike Holdings, Inc. · CRWD
$380M
$431M
$488M
$535M
$581M
$637M
$693M
$732M
$786M
$845M
$921M
$964M
$1.0B
$1.1B
$1.1B
$1.2B
$1.2B
$1.3B
$1.4B
$1.5B
Fortinet, Inc. · FTNT
$964M
$955M
$1.0B
$1.2B
$1.3B
$1.3B
$1.3B
$1.3B
$1.4B
$1.4B
$1.4B
$1.5B
$1.7B
$1.5B
$1.6B
$1.7B
$1.9B
$1.9B
$2.0B
—
Microsoft Corporation · MSFT
$51.7B
$49.4B
$51.9B
$50.1B
$52.7B
$52.9B
$56.2B
$56.5B
$62.0B
$61.9B
$64.7B
$65.6B
$69.6B
$70.1B
$76.4B
$77.7B
$81.3B
$82.9B
$90.0B
—
NetApp, Inc. · NTAP
$1.6B
$1.6B
$1.7B
$1.6B
$1.7B
$1.5B
$1.6B
$1.4B
$1.6B
$1.6B
$1.7B
$1.5B
$1.7B
$1.6B
$1.7B
$1.6B
$1.7B
$1.7B
$1.9B
—
Oracle Corporation · ORCL
$10.4B
$10.5B
$11.8B
$11.4B
$12.3B
$12.4B
$13.8B
$12.5B
$12.9B
$13.3B
$14.3B
$13.3B
$14.1B
$14.1B
$15.9B
$14.9B
$16.1B
$17.2B
$19.2B
$19.3B
Palantir Technologies Inc. · PLTR
$433M
$446M
$473M
$478M
$509M
$525M
$533M
$558M
$608M
$634M
$678M
$726M
$828M
$884M
$1.0B
$1.2B
$1.4B
$1.6B
$1.9B
—
Palo Alto Networks, Inc. · PANW
$1.2B
$1.3B
$1.4B
$1.6B
$1.6B
$1.7B
$1.7B
$2.0B
$1.9B
$2.0B
$2.0B
$2.2B
$2.1B
$2.3B
$2.3B
$2.5B
$2.5B
$2.6B
$3.0B
$3.4B
Synopsys, Inc. · SNPS
$1.2B
$1.3B
$1.3B
$1.2B
$1.3B
$1.4B
$1.3B
$1.4B
$1.5B
$1.5B
$1.5B
$1.5B
$1.6B
$1.5B
$1.6B
$1.7B
$2.3B
$2.4B
$2.3B
—
Revenue growth · reported quarter history
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Block, Inc. · XYZ
—
—
-5.9%
17%
14%
26%
26%
24%
24%
19%
11%
6.4%
4.5%
-3.1%
-1.7%
2.3%
3.6%
4.9%
9.3%
—
Cerebras Systems Inc. · CBRS
—
—
—
—
—
—
—
—
—
2,133%
1,067%
106%
134%
49%
47%
89%
109%
93%
75%
—
Cloudflare, Inc. · NET
—
—
55%
48%
42%
37%
31%
32%
32%
31%
30%
28%
27%
26%
28%
31%
34%
34%
36%
—
CoreWeave, Inc. · CRWV
—
—
—
—
—
—
—
—
—
—
—
—
544%
420%
207%
134%
110%
112%
112%
—
CrowdStrike Holdings, Inc. · CRWD
—
—
—
58%
53%
48%
42%
37%
35%
33%
33%
32%
29%
25%
20%
21%
22%
23%
26%
26%
Fortinet, Inc. · FTNT
—
—
29%
33%
33%
32%
26%
16%
10%
7.2%
11%
13%
17%
14%
14%
14%
15%
20%
26%
—
Microsoft Corporation · MSFT
—
—
12%
11%
2.0%
7.1%
8.3%
13%
18%
17%
15%
16%
12%
13%
18%
18%
17%
18%
18%
—
NetApp, Inc. · NTAP
—
—
—
9.2%
6.2%
-5.5%
-5.9%
-10%
-6.1%
5.2%
5.5%
7.6%
6.2%
2.2%
3.8%
1.2%
2.8%
4.4%
12%
—
Oracle Corporation · ORCL
—
—
—
18%
18%
18%
17%
8.8%
5.4%
7.1%
3.3%
6.9%
8.6%
6.4%
11%
12%
14%
22%
21%
30%
Palantir Technologies Inc. · PLTR
—
—
26%
22%
18%
18%
13%
17%
19%
21%
27%
30%
36%
39%
48%
63%
70%
85%
93%
—
Palo Alto Networks, Inc. · PANW
—
—
—
27%
25%
26%
24%
26%
20%
19%
15%
12%
14%
14%
15%
16%
16%
15%
31%
34%
Synopsys, Inc. · SNPS
—
—
—
18%
11%
7.2%
-1.3%
8.5%
14%
11%
15%
13%
12%
-3.7%
10%
14%
38%
66%
42%
—
06 · compare level, then change
Operating Economics & Margin Trend
VeriSign, Inc. has the highest OPM among the 28 Software - Infrastructure companies compared here, at 68.2%. Gen Digital Inc. is next at 62.6%. Palantir Technologies Inc. has the highest Margin change at +20.3 percentage points, so level and change sit with different companies. 28 of 28 companies report a comparable reading, the latest through Jun 2026.
What the numbers say: VeriSign, Inc. leads opm at 68.2%; Palantir Technologies Inc. leads margin change at +20.3 percentage points.
LeaderVeriSign, Inc. · 68.2%
Gap8.9% versus #2 · Gen Digital Inc.
Persistence3/8 recent comparable periods
Coverage28/28 companies · 514 observations
Investor read: VeriSign, 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 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
28/28 level · 28/28 change
All-company data · latest reported quarter
| Company | OPM | Margin change | Reported |
|---|---|---|---|
| VeriSign, Inc. VRSN | 68% | −0.3 pp | Jun 2026 |
| Gen Digital Inc. GEN | 63% | −6.4 pp | Jun 2026 |
| Palantir Technologies Inc. PLTR | 47% | +20.3 pp | Jun 2026 |
| Corpay, Inc. CPAY | 47% | +3.4 pp | Jun 2026 |
| Microsoft Corporation MSFT | 45% | +0.2 pp | Jun 2026 |
| Oracle Corporation ORCL | 35% | +3.9 pp | Sep 2026 |
| Fortinet, Inc. FTNT | 34% | +5.6 pp | Jun 2026 |
| Check Point Software Technologies Ltd. CHKP | 28% | −3.0 pp | Jun 2026 |
| NetApp, Inc. NTAP | 27% | +7.2 pp | Jun 2026 |
| F5, Inc. FFIV | 25% | −0.6 pp | Jun 2026 |
| GoDaddy Inc. GDDY | 25% | +3.8 pp | Jun 2026 |
| Nutanix, Inc. NTNX | 19% | +5.2 pp | Jun 2026 |
| DigitalOcean Holdings, Inc. DOCN | 14% | −3.7 pp | Mar 2026 |
| Akamai Technologies, Inc. AKAM | 11% | −4.5 pp | Mar 2026 |
| Okta, Inc. OKTA | 7.3% | +1.6 pp | Jun 2026 |
| Block, Inc. XYZ | 6.8% | −1.2 pp | Jun 2026 |
| Toast, Inc. TOST | 6.7% | +3.5 pp | Mar 2026 |
| Twilio Inc. TWLO | 5.6% | +2.6 pp | Jun 2026 |
| Synopsys, Inc. SNPS | 5.3% | −18.2 pp | Jun 2026 |
| Palo Alto Networks, Inc. PANW | 5.0% | −8.5 pp | Sep 2026 |
| Samsara Inc. IOT | 1.5% | +10.6 pp | Jun 2026 |
| CoreWeave, Inc. CRWV | -1.9% | −3.5 pp | Jun 2026 |
| CrowdStrike Holdings, Inc. CRWD | -2.3% | +3.4 pp | Sep 2026 |
| Zscaler, Inc. ZS | -3.5% | +0.2 pp | Jun 2026 |
| MongoDB, Inc. MDB | -3.6% | +6.2 pp | Jun 2026 |
| Rubrik, Inc. RBRK | -14% | +19.8 pp | Jun 2026 |
| Cloudflare, Inc. NET | -30% | −16.5 pp | Jun 2026 |
| Cerebras Systems Inc. CBRS | -265% | −209.7 pp | Jun 2026 |
Full 20-quarter history · every available company
OPM · reported quarter history
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Block, Inc. · XYZ
-1.3%
-5.7%
-4.9%
-1.1%
-2.9%
-0.1%
-2.4%
-0.2%
-2.3%
4.2%
5.0%
5.4%
0.2%
5.7%
8.0%
6.7%
7.8%
-2.8%
6.8%
—
Cerebras Systems Inc. · CBRS
—
—
—
—
—
—
-490%
-59%
-92%
-27%
-34%
-27%
-49%
-29%
-55%
-20%
-20%
-7.8%
-265%
—
Cloudflare, Inc. · NET
-21%
-19%
-28%
-18%
-19%
-16%
-18%
-12%
-12%
-14%
-8.7%
-7.2%
-7.5%
-11%
-13%
-6.7%
-8.0%
-9.7%
-30%
—
CoreWeave, Inc. · CRWV
—
—
—
—
—
—
—
—
-1.2%
8.9%
20%
20%
15%
-2.7%
1.6%
3.8%
-5.7%
-6.9%
-1.9%
—
CrowdStrike Holdings, Inc. · CRWD
-11%
-5.5%
-4.9%
-9.0%
-9.7%
-9.6%
-2.8%
-2.1%
0.4%
3.5%
0.8%
1.4%
-5.5%
-7.7%
-11%
-5.7%
-5.6%
1.0%
-2.2%
-2.3%
Fortinet, Inc. · FTNT
22%
16%
19%
23%
28%
22%
22%
23%
27%
24%
31%
31%
35%
30%
28%
32%
33%
31%
34%
—
Microsoft Corporation · MSFT
43%
41%
40%
43%
39%
42%
43%
48%
44%
45%
43%
47%
46%
46%
45%
49%
47%
46%
45%
—
NetApp, Inc. · NTAP
19%
20%
17%
16%
17%
11%
20%
12%
20%
23%
22%
18%
21%
22%
20%
20%
23%
25%
27%
—
Oracle Corporation · ORCL
38%
37%
39%
24%
26%
27%
31%
28%
29%
29%
33%
31%
31%
31%
33%
31%
32%
33%
36%
35%
Palantir Technologies Inc. · PLTR
-14%
-8.8%
-8.8%
-13%
-3.5%
0.8%
1.9%
7.2%
11%
13%
16%
16%
1.3%
20%
27%
33%
41%
46%
47%
—
Palo Alto Networks, Inc. · PANW
-6.6%
-5.6%
-3.4%
1.0%
1.0%
2.4%
4.6%
13%
12%
12%
8.9%
12%
12%
11%
9.8%
14%
12%
16%
-2.5%
5.0%
Synopsys, Inc. · SNPS
17%
27%
28%
19%
17%
19%
23%
22%
29%
23%
23%
24%
19%
17%
24%
9.5%
5.4%
8.4%
5.3%
—
Margin change · reported quarter history
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Block, Inc. · XYZ
—
—
−7.6 pp
−1.7 pp
−1.6 pp
+5.6 pp
+2.5 pp
+0.9 pp
+0.6 pp
+4.3 pp
+7.4 pp
+5.6 pp
+2.5 pp
+1.5 pp
+3.0 pp
+1.3 pp
+7.6 pp
−8.5 pp
−1.2 pp
—
Cerebras Systems Inc. · CBRS
—
—
—
—
—
—
—
—
—
+1,776.4 pp
+455.6 pp
+32.0 pp
+42.9 pp
−1.5 pp
−21.2 pp
+7.3 pp
+29.7 pp
+20.8 pp
−209.7 pp
—
Cloudflare, Inc. · NET
—
—
−8.6 pp
−2.7 pp
+2.7 pp
+2.6 pp
+9.3 pp
+6.4 pp
+6.7 pp
+1.9 pp
+9.5 pp
+4.5 pp
+4.3 pp
+3.3 pp
−4.4 pp
+0.5 pp
−0.5 pp
+1.4 pp
−16.5 pp
—
CoreWeave, Inc. · CRWV
—
—
—
—
—
—
—
—
—
—
—
—
+16.3 pp
−11.6 pp
−18.1 pp
−16.3 pp
−20.8 pp
−4.2 pp
−3.5 pp
—
CrowdStrike Holdings, Inc. · CRWD
—
—
—
+5.0 pp
+0.9 pp
−4.1 pp
+2.1 pp
+6.9 pp
+10.1 pp
+13.1 pp
+3.6 pp
+3.5 pp
−5.9 pp
−11.2 pp
−11.6 pp
−7.1 pp
−0.1 pp
+8.7 pp
+8.6 pp
+3.4 pp
Fortinet, Inc. · FTNT
—
—
+0.6 pp
+3.9 pp
+5.6 pp
+5.9 pp
+2.6 pp
−0.4 pp
−0.7 pp
+2.0 pp
+8.9 pp
+8.5 pp
+7.4 pp
+5.8 pp
−2.4 pp
+0.5 pp
−1.8 pp
+1.9 pp
+5.6 pp
—
Microsoft Corporation · MSFT
—
—
−1.8 pp
−1.8 pp
−4.0 pp
+1.0 pp
+3.6 pp
+4.7 pp
+4.6 pp
+2.3 pp
−0.1 pp
−1.0 pp
+1.9 pp
+1.1 pp
+1.8 pp
+2.3 pp
+1.6 pp
+0.6 pp
+0.2 pp
—
NetApp, Inc. · NTAP
—
—
—
−1.1 pp
−1.8 pp
−8.6 pp
+2.1 pp
−3.6 pp
+2.5 pp
+11.5 pp
+2.4 pp
+5.9 pp
+1.3 pp
−0.7 pp
−1.8 pp
+1.5 pp
+2.6 pp
+3.2 pp
+7.2 pp
—
Oracle Corporation · ORCL
—
—
—
−11.3 pp
−11.5 pp
−9.5 pp
−7.9 pp
+3.2 pp
+2.5 pp
+1.9 pp
+2.3 pp
+2.9 pp
+1.8 pp
+2.3 pp
−0.7 pp
+0.9 pp
+1.4 pp
+1.4 pp
+3.6 pp
+3.9 pp
Palantir Technologies Inc. · PLTR
—
—
+30.1 pp
+10.4 pp
+10.1 pp
+9.6 pp
+10.7 pp
+20.2 pp
+14.3 pp
+12.0 pp
+13.6 pp
+8.4 pp
−9.5 pp
+7.1 pp
+11.3 pp
+17.7 pp
+39.6 pp
+26.3 pp
+20.3 pp
—
Palo Alto Networks, Inc. · PANW
—
—
—
+6.0 pp
+7.6 pp
+8.0 pp
+8.0 pp
+12.0 pp
+10.5 pp
+9.3 pp
+4.3 pp
−0.9 pp
+0.1 pp
−0.5 pp
+0.9 pp
+1.4 pp
+0.4 pp
+4.3 pp
−12.3 pp
−8.5 pp
Synopsys, Inc. · SNPS
—
—
—
−0.4 pp
+0.4 pp
−8.5 pp
−5.2 pp
+3.5 pp
+12.0 pp
+4.5 pp
−0.4 pp
+1.4 pp
−9.9 pp
−6.0 pp
+0.7 pp
−14.1 pp
−13.6 pp
−8.9 pp
−18.2 pp
—
07 · compare level, then change
Profit Scale & Acceleration
Microsoft Corporation has the highest Net profit among the 28 Software - Infrastructure companies compared here, at $133,749 million. Oracle Corporation is next at $18,736 million. DigitalOcean Holdings, 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: Microsoft Corporation leads with $133,749 million of TTM profit, 613.9% above Oracle Corporation. DigitalOcean Holdings, Inc. shows ≥100% on the scoring scale (119.4% uncapped) growth from a $237 million profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.
LeaderMicrosoft Corporation · $133,749 million
Gap613.9% versus #2 · Oracle Corporation
Persistence8/8 recent comparable periods
Coverage26/28 companies · 515 observations
Investor read: Microsoft 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 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
26/28 level · 16/28 change
All-company data · latest reported quarter
| Company | Net profit | Profit growth | Reported |
|---|---|---|---|
| Microsoft Corporation MSFT | $35.8B | 31% | Jun 2026 |
| Oracle Corporation ORCL | $4.7B | 60% | Sep 2026 |
| Twilio Inc. TWLO | $1.1B | 4,750% | Jun 2026 |
| Palantir Technologies Inc. PLTR | $1.1B | 225% | Jun 2026 |
| Fortinet, Inc. FTNT | $605M | 38% | Jun 2026 |
| Gen Digital Inc. GEN | $512M | 35% | Jun 2026 |
| NetApp, Inc. NTAP | $404M | 19% | Jun 2026 |
| Corpay, Inc. CPAY | $245M | -14% | Jun 2026 |
| VeriSign, Inc. VRSN | $217M | 4.8% | Jun 2026 |
| GoDaddy Inc. GDDY | $215M | -2.3% | Jun 2026 |
| F5, Inc. FFIV | $208M | 9.5% | Jun 2026 |
| Check Point Software Technologies Ltd. CHKP | $192M | 0.5% | Jun 2026 |
| Toast, Inc. TOST | $126M | 125% | Mar 2026 |
| Akamai Technologies, Inc. AKAM | $106M | -14% | Mar 2026 |
| Block, Inc. XYZ | $87M | -84% | Jun 2026 |
| Okta, Inc. OKTA | $74M | 19% | Jun 2026 |
| Nutanix, Inc. NTNX | $72M | 14% | Jun 2026 |
| Samsara Inc. IOT | $45M | — | Jun 2026 |
| Synopsys, Inc. SNPS | $17M | -95% | Jun 2026 |
| DigitalOcean Holdings, Inc. DOCN | $16M | -58% | Mar 2026 |
| CrowdStrike Holdings, Inc. CRWD | $5M | -249% | Sep 2026 |
| MongoDB, Inc. MDB | $4M | 0.0% | Jun 2026 |
| Zscaler, Inc. ZS | $-14M | -121% | Jun 2026 |
| Rubrik, Inc. RBRK | $-42M | — | Jun 2026 |
| Cloudflare, Inc. NET | $-170M | — | Jun 2026 |
| Palo Alto Networks, Inc. PANW | $-282M | -211% | Sep 2026 |
| Cerebras Systems Inc. CBRS | $-451M | -245% | Jun 2026 |
| CoreWeave, Inc. CRWV | $-626M | — | Jun 2026 |
Full 20-quarter history · every available company
Net profit · reported quarter history
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Block, Inc. · XYZ
$-81M
$-207M
$-209M
$-19M
$-118M
$96M
$-105M
$-94M
$82M
$471M
$190M
$281M
$1.9B
$189M
$538M
$462M
$116M
$-309M
$87M
—
Cerebras Systems Inc. · CBRS
—
—
—
—
—
$-52M
$-26M
$-18M
$-31M
$-16M
$-51M
$-309M
$-106M
$-24M
$310M
$-22M
$-26M
$-14M
$-451M
—
Cloudflare, Inc. · NET
$-78M
$-41M
$-64M
$-43M
$-46M
$-38M
$-94M
$-24M
$-28M
$-36M
$-15M
$-15M
$-13M
$-38M
$-50M
$-1M
$-12M
$-23M
$-170M
—
CoreWeave, Inc. · CRWV
—
—
—
—
—
—
—
—
$-171M
$-129M
$-323M
$-360M
$-102M
$-315M
$-290M
$-110M
$-452M
$-740M
$-626M
—
CrowdStrike Holdings, Inc. · CRWD
$-50M
$-42M
$-32M
$-49M
$-55M
$-47M
$0M
$8M
$27M
$54M
$43M
$47M
$-17M
$-88M
$-104M
$-70M
$-34M
$59M
$28M
$5M
Fortinet, Inc. · FTNT
$204M
$147M
$182M
$237M
$359M
$270M
$272M
$328M
$320M
$306M
$392M
$545M
$532M
$423M
$440M
$474M
$506M
$535M
$605M
—
Microsoft Corporation · MSFT
$18.8B
$16.7B
$16.7B
$17.6B
$16.4B
$18.3B
$20.1B
$22.3B
$21.9B
$21.9B
$22.0B
$24.7B
$24.1B
$25.8B
$27.2B
$27.7B
$38.5B
$31.8B
$35.8B
—
NetApp, Inc. · NTAP
$224M
$252M
$259M
$214M
$750M
$65M
$245M
$149M
$233M
$313M
$291M
$248M
$299M
$299M
$340M
$233M
$305M
$334M
$404M
—
Oracle Corporation · ORCL
$-1.2B
$2.3B
$3.2B
$1.5B
$1.7B
$1.9B
$3.3B
$2.4B
$2.5B
$2.4B
$3.1B
$2.9B
$3.2B
$2.9B
$3.4B
$2.9B
$6.1B
$3.7B
$4.2B
$4.7B
Palantir Technologies Inc. · PLTR
$-156M
$-101M
$-179M
$-124M
$31M
$17M
$28M
$72M
$93M
$106M
$134M
$144M
$79M
$214M
$327M
$476M
$609M
$871M
$1.1B
—
Palo Alto Networks, Inc. · PANW
$-104M
$-94M
$-73M
$3M
$20M
$84M
$108M
$228M
$194M
$1.7B
$279M
$358M
$351M
$267M
$262M
$254M
$334M
$432M
$-177M
$-282M
Synopsys, Inc. · SNPS
$201M
$313M
$294M
$220M
$152M
$269M
$273M
$333M
$343M
$435M
$296M
$423M
$261M
$297M
$345M
$242M
$448M
$65M
$17M
—
Profit growth · 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.
Block, Inc. · XYZ
—
—
-202%
—
—
—
—
—
—
391%
—
—
2,248%
-60%
183%
64%
-94%
-263%
-84%
—
Cerebras Systems Inc. · CBRS
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
-245%
—
CrowdStrike Holdings, Inc. · CRWD
—
—
—
—
—
—
—
—
—
—
—
488%
-163%
-263%
-342%
-249%
—
—
—
—
Fortinet, Inc. · FTNT
—
—
32%
43%
76%
84%
49%
38%
-11%
13%
44%
66%
66%
38%
12%
-13%
-4.9%
26%
38%
—
Microsoft Corporation · MSFT
—
—
1.7%
-14%
-12%
9.4%
20%
27%
33%
20%
9.7%
11%
10%
18%
24%
12%
60%
23%
31%
—
NetApp, Inc. · NTAP
—
—
—
5.9%
235%
-74%
-5.4%
-30%
-69%
382%
19%
66%
28%
-4.5%
17%
-6.1%
2.0%
12%
19%
—
Okta, Inc. · OKTA
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
131%
169%
174%
19%
—
Oracle Corporation · ORCL
—
—
—
-37%
—
-18%
4.1%
56%
44%
27%
-5.3%
21%
26%
22%
9.0%
-0.1%
95%
26%
23%
60%
Palantir Technologies Inc. · PLTR
—
—
—
—
—
—
—
—
200%
524%
379%
100%
-15%
102%
144%
231%
671%
307%
225%
—
Palo Alto Networks, Inc. · PANW
—
—
—
—
—
—
—
7,500%
870%
1,980%
158%
57%
81%
-85%
-6.1%
-29%
-4.8%
62%
-168%
-211%
Synopsys, Inc. · SNPS
—
—
—
11%
-24%
-14%
-7.1%
51%
126%
62%
8.4%
27%
-24%
-32%
17%
-43%
72%
-78%
-95%
—
Twilio Inc. · TWLO
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
—
350%
4,750%
—
08 · compare level, then change
Return On Capital Employed
Microsoft Corporation has the highest ROCE among the 28 Software - Infrastructure companies compared here, at 26.3%. Palantir Technologies Inc. is next at 26%. Cerebras Systems Inc. has the highest ROCE change at +71.9 percentage points, so level and change sit with different companies. 28 of 28 companies report a comparable reading, the latest through Jun 2026.
What the numbers say: Microsoft Corporation leads ROCE at 26.3%, 0.3 percentage points above Palantir Technologies Inc.. Cerebras Systems Inc. has the strongest latest improvement at +71.9 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.
LeaderMicrosoft Corporation · 26.3%
Gap1.2% versus #2 · Palantir Technologies Inc.
Persistence0/8 recent comparable periods
Coverage28/28 companies · 510 observations
Investor read: Microsoft 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
28/28 level · 28/28 change
All-company data · latest reported quarter
| Company | ROCE | ROCE change | Reported |
|---|---|---|---|
| Microsoft Corporation MSFT | 26% | −0.6 pp | Jun 2026 |
| Palantir Technologies Inc. PLTR | 26% | +16.9 pp | Jun 2026 |
| Corpay, Inc. CPAY | 21% | +4.2 pp | Jun 2026 |
| F5, Inc. FFIV | 16% | −0.4 pp | Jun 2026 |
| Fortinet, Inc. FTNT | 12% | +2.6 pp | Jun 2026 |
| Oracle Corporation ORCL | 9.6% | −3.6 pp | Sep 2026 |
| NetApp, Inc. NTAP | 8.3% | +2.5 pp | Jun 2026 |
| GoDaddy Inc. GDDY | 6.8% | +1.6 pp | Jun 2026 |
| Gen Digital Inc. GEN | 6.3% | +0.3 pp | Jun 2026 |
| Toast, Inc. TOST | 5.9% | +3.1 pp | Mar 2026 |
| Check Point Software Technologies Ltd. CHKP | 3.8% | −1.5 pp | Jun 2026 |
| Nutanix, Inc. NTNX | 3.7% | +0.8 pp | Jun 2026 |
| Okta, Inc. OKTA | 2.4% | +2.1 pp | Jun 2026 |
| DigitalOcean Holdings, Inc. DOCN | 2.2% | −0.5 pp | Mar 2026 |
| Palo Alto Networks, Inc. PANW | 2.1% | −4.8 pp | Sep 2026 |
| Block, Inc. XYZ | 1.6% | −0.3 pp | Jun 2026 |
| Akamai Technologies, Inc. AKAM | 1.2% | −0.6 pp | Mar 2026 |
| Twilio Inc. TWLO | 0.9% | +0.5 pp | Jun 2026 |
| Synopsys, Inc. SNPS | 0.4% | −2.1 pp | Jun 2026 |
| CoreWeave, Inc. CRWV | -0.1% | −0.3 pp | Jun 2026 |
| Samsara Inc. IOT | -0.7% | +10.7 pp | Jun 2026 |
| MongoDB, Inc. MDB | -0.8% | +1.1 pp | Jun 2026 |
| Zscaler, Inc. ZS | -0.9% | +0.2 pp | Jun 2026 |
| CrowdStrike Holdings, Inc. CRWD | -1.6% | +4.0 pp | Sep 2026 |
| Cloudflare, Inc. NET | -4.8% | −2.9 pp | Jun 2026 |
| Rubrik, Inc. RBRK | -5.3% | +14.5 pp | Jun 2026 |
| Cerebras Systems Inc. CBRS | -9.5% | +71.9 pp | Jun 2026 |
| VeriSign, Inc. VRSN | -1,204% | −1,935.6 pp | Jun 2026 |
Full 20-quarter history · every available company
ROCE · reported quarter history
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Block, Inc. · XYZ
-0.8%
-1.6%
-1.4%
-0.3%
-0.9%
0.0%
-0.6%
0.0%
-0.6%
1.1%
1.3%
1.3%
0.0%
1.3%
1.9%
1.5%
1.7%
-0.6%
1.6%
—
Cerebras Systems Inc. · CBRS
—
—
—
0.0%
0.0%
—
—
-9.6%
-15%
—
—
-37%
-76%
—
—
-3.4%
-4.4%
-0.9%
-9.5%
—
Cloudflare, Inc. · NET
-2.5%
-2.4%
-3.8%
-2.2%
-2.4%
-2.2%
-2.7%
-1.8%
-2.0%
-2.5%
-1.6%
-1.4%
-1.5%
-2.1%
-1.9%
-1.3%
-1.6%
-1.9%
-4.8%
—
CoreWeave, Inc. · CRWV
—
—
—
—
—
—
—
0.0%
-0.1%
—
—
1.7%
1.3%
-0.4%
0.2%
0.3%
-0.4%
-0.5%
-0.1%
—
CrowdStrike Holdings, Inc. · CRWD
-6.7%
-6.4%
-5.8%
-5.4%
-5.7%
-6.5%
-6.1%
-4.6%
-2.7%
-0.1%
0.6%
1.2%
-0.1%
-2.2%
-4.5%
-5.6%
-5.3%
-3.5%
-2.1%
-1.6%
Fortinet, Inc. · FTNT
7.4%
4.6%
6.3%
8.4%
11%
8.2%
8.4%
9.5%
12%
8.6%
11%
11%
12%
9.5%
9.0%
12%
11%
11%
12%
—
Microsoft Corporation · MSFT
30%
31%
31%
31%
29%
29%
29%
29%
29%
29%
28%
28%
28%
27%
27%
27%
27%
27%
26%
—
NetApp, Inc. · NTAP
5.1%
5.5%
4.9%
4.2%
4.5%
2.8%
5.0%
3.0%
5.2%
6.1%
6.0%
5.2%
6.9%
7.0%
5.8%
5.7%
7.4%
7.8%
8.3%
—
Oracle Corporation · ORCL
18%
18%
18%
16%
14%
13%
12%
13%
14%
14%
14%
15%
14%
13%
13%
13%
12%
10%
10%
9.6%
Palantir Technologies Inc. · PLTR
-16%
-13%
-8.9%
-7.7%
-5.6%
-3.8%
-2.0%
1.0%
3.2%
4.8%
6.7%
7.6%
5.8%
7.0%
9.1%
12%
18%
23%
26%
—
Palo Alto Networks, Inc. · PANW
-10%
-11%
-7.7%
-4.8%
-2.1%
0.5%
2.7%
5.7%
8.1%
7.4%
8.1%
7.2%
7.1%
7.0%
6.9%
6.9%
6.9%
7.5%
2.6%
2.1%
Synopsys, Inc. · SNPS
3.1%
5.7%
5.7%
3.6%
3.3%
3.9%
4.2%
4.3%
6.1%
4.8%
4.3%
4.4%
3.5%
2.7%
2.5%
0.6%
0.4%
0.8%
0.4%
—
ROCE change · reported quarter history
Showing the 12 largest of 28 companies with a series here. The remaining 16 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Block, Inc. · XYZ
—
—
—
—
−0.1 pp
+1.6 pp
+0.8 pp
+0.3 pp
+0.3 pp
+1.1 pp
+1.9 pp
+1.3 pp
+0.6 pp
+0.2 pp
+0.6 pp
+0.2 pp
+1.7 pp
−1.9 pp
−0.3 pp
—
Cerebras Systems Inc. · CBRS
—
—
—
—
—
—
—
−9.6 pp
−15.0 pp
—
—
−27.1 pp
−61.3 pp
—
—
+33.3 pp
+71.9 pp
—
—
—
Cloudflare, Inc. · NET
—
—
—
—
+0.1 pp
+0.2 pp
+1.1 pp
+0.4 pp
+0.4 pp
−0.3 pp
+1.1 pp
+0.4 pp
+0.5 pp
+0.4 pp
−0.3 pp
+0.1 pp
−0.1 pp
+0.2 pp
−2.9 pp
—
CoreWeave, Inc. · CRWV
—
—
—
—
—
—
—
—
—
—
—
+1.7 pp
+1.4 pp
—
—
−1.4 pp
−1.7 pp
−0.1 pp
−0.3 pp
—
CrowdStrike Holdings, Inc. · CRWD
—
—
—
—
+1.0 pp
−0.1 pp
−0.3 pp
+0.8 pp
+3.0 pp
+6.4 pp
+6.7 pp
+5.8 pp
+2.6 pp
−2.1 pp
−5.1 pp
−6.8 pp
−5.2 pp
−1.3 pp
+2.4 pp
+4.0 pp
Fortinet, Inc. · FTNT
—
—
—
—
+3.2 pp
+3.6 pp
+2.1 pp
+1.1 pp
+0.9 pp
+0.4 pp
+2.1 pp
+1.2 pp
+0.9 pp
+0.9 pp
−1.5 pp
+0.8 pp
−1.1 pp
+1.1 pp
+2.6 pp
—
Microsoft Corporation · MSFT
—
—
—
—
−0.6 pp
−1.8 pp
−2.1 pp
−1.8 pp
−0.5 pp
0.0 pp
−0.5 pp
−1.6 pp
−1.1 pp
−1.7 pp
−1.4 pp
−0.6 pp
−1.1 pp
−0.5 pp
−0.6 pp
—
NetApp, Inc. · NTAP
—
—
—
—
−0.6 pp
−2.7 pp
+0.1 pp
−1.2 pp
+0.7 pp
+3.3 pp
+1.0 pp
+2.2 pp
+1.7 pp
+0.9 pp
−0.2 pp
+0.5 pp
+0.5 pp
+0.8 pp
+2.5 pp
—
Oracle Corporation · ORCL
—
—
—
—
−3.8 pp
−5.2 pp
−5.3 pp
−3.0 pp
−0.8 pp
+0.7 pp
+2.1 pp
+1.7 pp
+0.7 pp
−0.3 pp
−1.2 pp
−1.4 pp
−2.6 pp
−3.2 pp
−3.0 pp
−3.6 pp
Palantir Technologies Inc. · PLTR
—
—
—
—
+10.3 pp
+8.9 pp
+6.9 pp
+8.7 pp
+8.8 pp
+8.6 pp
+8.7 pp
+6.6 pp
+2.6 pp
+2.2 pp
+2.4 pp
+4.7 pp
+12.5 pp
+15.6 pp
+16.9 pp
—
Palo Alto Networks, Inc. · PANW
—
—
—
—
+8.3 pp
+11.4 pp
+10.4 pp
+10.5 pp
+10.2 pp
+6.9 pp
+5.4 pp
+1.5 pp
−1.0 pp
−0.4 pp
−1.2 pp
−0.3 pp
−0.2 pp
+0.5 pp
−4.3 pp
−4.8 pp
Synopsys, Inc. · SNPS
—
—
—
—
+0.2 pp
−1.8 pp
−1.5 pp
+0.7 pp
+2.8 pp
+0.9 pp
+0.1 pp
+0.1 pp
−2.6 pp
−2.1 pp
−1.8 pp
−3.8 pp
−3.1 pp
−1.9 pp
−2.1 pp
—
09 · compare level, then change
Valuation Against Growth & Quality
Oracle Corporation has the lowest PEG among the 28 Software - Infrastructure companies compared here, at 0.48×. Microsoft Corporation is next at 0.65×. Gen Digital Inc. has the lowest P/E at 12×, so level and change sit with different companies. 10 of 28 companies report a comparable reading, the latest through Sep 2026.
What the numbers say: Oracle Corporation has the lowest comparable PEG at 0.48×, 26.2% below Microsoft Corporation. Only 10 of 28 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.
LeaderOracle Corporation · 0.48×
Gap26.2% versus #2 · Microsoft Corporation
Persistence0/8 recent comparable periods
Coverage10/28 companies · 104 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
10/28 level · 22/28 change
All-company data · latest reported quarter
| Company | PEG | P/E | Reported |
|---|---|---|---|
| Fortinet, Inc. FTNT | 4.1 | 54.1 | Jun 2026 |
| F5, Inc. FFIV | 3.0 | 32.3 | Jun 2026 |
| Gen Digital Inc. GEN | 2.7 | 12.0 | Jun 2026 |
| VeriSign, Inc. VRSN | 2.7 | 27.0 | Jun 2026 |
| Synopsys, Inc. SNPS | 1.8 | 111.7 | Jun 2026 |
| Corpay, Inc. CPAY | 1.7 | 19.2 | Jun 2026 |
| NetApp, Inc. NTAP | 1.4 | 17.1 | Jun 2026 |
| Akamai Technologies, Inc. AKAM | 0.7 | 38.7 | Mar 2026 |
| Microsoft Corporation MSFT | 0.7 | 20.7 | Jun 2026 |
| GoDaddy Inc. GDDY | 0.6 | 12.6 | Jun 2026 |
| Check Point Software Technologies Ltd. CHKP | 0.5 | 13.5 | Jun 2026 |
| Oracle Corporation ORCL | 0.5 | 22.9 | Sep 2026 |
| Palantir Technologies Inc. PLTR | — | 92.7 | Jun 2026 |
| Palo Alto Networks, Inc. PANW | — | 96.2 | Sep 2026 |
| CrowdStrike Holdings, Inc. CRWD | — | 3,324.4 | Sep 2026 |
| Block, Inc. XYZ | — | 135.7 | Jun 2026 |
| Twilio Inc. TWLO | — | 28.7 | Jun 2026 |
| Okta, Inc. OKTA | — | 52.7 | Jun 2026 |
| Samsara Inc. IOT | — | 308.9 | Jun 2026 |
| Nutanix, Inc. NTNX | — | 43.0 | Jun 2026 |
| Toast, Inc. TOST | — | 40.8 | Mar 2026 |
| DigitalOcean Holdings, Inc. DOCN | — | 37.5 | Mar 2026 |
Full 20-quarter history · every available company
PEG · reported quarter history
Akamai Technologies, Inc. · AKAM
—
—
—
—
—
—
—
—
4.2
0.9
0.7
—
—
—
—
—
—
—
—
—
Check Point Software Technologies Ltd. · CHKP
—
—
—
—
—
2.5
1.3
1.1
1.7
2.3
4.5
—
—
5.7
4.7
0.9
0.7
0.5
—
—
Corpay, Inc. · CPAY
—
—
—
—
—
0.9
3.0
3.8
3.4
3.2
1.7
2.2
4.0
4.0
3.2
3.8
2.6
1.0
1.7
—
F5, Inc. · FFIV
—
—
—
—
—
—
—
1.0
0.4
0.4
—
0.5
0.8
0.9
1.2
1.1
1.0
1.4
3.0
—
Fortinet, Inc. · FTNT
—
—
—
—
—
0.9
—
0.7
1.1
1.7
1.3
1.1
0.8
0.7
0.9
1.5
4.4
4.8
4.1
—
Gen Digital Inc. · GEN
—
—
—
—
—
—
—
—
—
—
—
—
—
2.7
—
—
—
—
—
—
GoDaddy Inc. · GDDY
—
—
—
—
—
2.1
—
3.2
—
—
—
—
—
—
—
—
—
0.6
—
—
Microsoft Corporation · MSFT
—
—
—
—
—
—
—
2.7
1.5
1.5
1.7
2.0
2.8
2.4
2.3
2.3
1.1
0.7
0.7
—
NetApp, Inc. · NTAP
—
—
—
—
—
—
0.3
0.4
—
—
—
—
—
1.0
0.7
1.8
3.6
1.5
1.4
—
Oracle Corporation · ORCL
—
—
—
—
—
—
1.2
0.6
2.4
1.2
1.4
2.2
3.3
3.0
2.2
4.5
1.2
0.8
1.1
0.5
Synopsys, Inc. · SNPS
—
—
—
—
—
—
—
—
2.3
1.2
1.1
1.3
—
0.8
0.6
1.8
—
—
—
—
VeriSign, Inc. · VRSN
—
—
—
—
—
—
—
—
1.0
0.9
0.9
1.0
—
—
—
—
2.7
2.5
2.7
—
P/E · reported quarter history
Showing the 12 largest of 22 companies with a series here. The remaining 10 are complete in the plain-text rendition and the trace payload — nothing is dropped from the data, only from this grid.
Block, Inc. · XYZ
489.4
—
—
—
—
—
—
—
3,867.5
120.8
54.7
37.7
18.6
13.2
14.5
14.5
31.0
47.0
135.7
—
CrowdStrike Holdings, Inc. · CRWD
—
—
—
—
—
—
-179.5
-393.2
-3,418.8
755.6
516.6
318.9
—
—
—
—
—
-746.6
-6,675.6
3,324.4
Fortinet, Inc. · FTNT
98.5
89.9
69.9
54.0
46.1
54.9
56.8
40.5
40.1
44.7
35.7
39.2
41.8
39.6
42.1
34.6
32.8
31.6
54.1
—
Microsoft Corporation · MSFT
35.5
31.9
26.4
24.9
26.5
31.1
35.0
30.4
33.9
36.3
37.7
35.3
33.8
28.9
36.3
36.7
30.1
22.0
20.7
—
NetApp, Inc. · NTAP
21.7
19.5
17.9
17.1
10.5
11.3
10.9
14.0
22.3
20.0
21.9
24.6
22.0
23.3
15.6
18.5
20.3
16.3
17.1
—
Okta, Inc. · OKTA
—
—
—
—
—
—
—
—
—
—
—
-116.2
-313.1
576.6
149.8
101.9
82.8
63.7
52.7
—
Oracle Corporation · ORCL
—
26.8
28.6
34.0
25.5
28.1
33.6
34.9
31.4
28.8
30.8
35.5
44.1
38.2
37.3
51.1
37.3
25.8
38.2
22.9
Palantir Technologies Inc. · PLTR
—
—
—
—
-35.7
-69.5
-675.6
233.7
178.1
170.5
139.4
174.8
372.8
346.9
421.5
395.1
260.7
153.3
92.7
—
Palo Alto Networks, Inc. · PANW
—
—
—
-186.3
-358.0
1,398.4
256.5
173.9
123.0
46.9
38.4
40.8
43.1
96.5
100.0
102.3
133.5
96.2
—
—
Synopsys, Inc. · SNPS
69.3
53.7
44.6
55.8
46.5
58.4
62.6
67.7
59.3
58.7
57.7
57.9
17.7
38.5
33.0
58.8
56.5
72.2
111.7
—
Twilio Inc. · TWLO
—
—
—
—
—
—
—
—
—
—
—
—
—
—
1,036.3
244.1
677.3
196.6
28.7
—
VeriSign, Inc. · VRSN
35.9
31.0
22.6
22.6
32.3
31.9
33.0
28.5
25.7
23.0
20.9
21.6
25.3
30.4
33.9
32.2
27.3
27.1
27.0
—
10 · before the conclusion, check the blind spots
What can make this comparison misleading?
This Software - Infrastructure comparison names 5 specific ways its own evidence can mislead, all listed below. 3 of the 28 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.
- 3 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 28 Software - Infrastructure 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 - Infrastructure company comparison FAQs
These 22 answers restate the Software - Infrastructure comparison above in question form. Every one is computed from the same 28 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 - Infrastructure sector outperforming S&P 500?
Software - Infrastructure has outperformed S&P 500 by 7.7% over 52 weeks and 18.2% over 13 weeks. 19 of 27 covered companies beat the S&P 500 on Mansfield relative strength, while 11 of 27 beat the sector itself.
Which Software - Infrastructure company is largest by revenue?
Microsoft Corporation leads with revenue of $331,839 million, based on 26 of 28 comparable companies through Jun 2026.
Which Software - Infrastructure company is growing fastest?
CoreWeave, Inc. has the fastest current revenue growth at 100%, across 26 of 28 comparable companies.
Which Software - Infrastructure company has the strongest 4-Factor Sector Score?
Palantir Technologies Inc. ranks first at 69.6/100 with 71.1% evidence confidence. The score prioritizes research; it is not a buy recommendation.
Which Software - Infrastructure company has the lowest comparable PEG?
Oracle Corporation has the lowest comparable PEG at 0.48, among 10 of 28 companies whose earnings and growth are steady enough for the ratio to mean anything.
How much history does this Software - Infrastructure 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 - Infrastructure company is the biggest?
Microsoft Corporation is the largest, with trailing-twelve-month revenue of $331,839 million, ahead of Oracle Corporation at $71,777 million. That covers 26 of 28 companies with comparable reporting through Jun 2026.
Which Software - Infrastructure company has the best profit margins?
VeriSign, Inc. has the highest operating margin at 68.2%, from 28 of 28 comparable companies. Palantir Technologies Inc. shows the biggest recent improvement, at +20.3 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.
Which Software - Infrastructure company makes the most profit?
Microsoft Corporation earns the most, at $133,749 million of trailing-twelve-month net profit, from 26 of 28 comparable companies. DigitalOcean Holdings, 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 - Infrastructure company earns the highest return on capital?
Microsoft Corporation leads on return on capital employed at 26.3%, across 28 of 28 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 - Infrastructure stock is the cheapest?
On PEG — where a LOWER number is cheaper — Oracle Corporation screens cheapest at 0.48×. Only 10 of 28 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 - Infrastructure sector beating the market?
Software - Infrastructure has outperformed S&P 500 by 7.7% over the last 52 weeks and 18.2% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 19 of 27 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.
Which Software - Infrastructure stock has the strongest price momentum?
Okta, Inc. 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 - Infrastructure company scores highest for research priority?
Palantir Technologies Inc. scores 69.6 out of 100 with 71.1% evidence confidence, from 30 points on growth and earnings, 19.9 on capital efficiency, 9.2 on valuation and 10.5 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 - Infrastructure companies does this comparison cover, and over what period?
It compares 28 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 - Infrastructure sector?
The 28 Software - Infrastructure companies on this page carry $5,901,970 million of combined market value. Microsoft Corporation is the largest at $3,640,745 million, about 62% 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 - Infrastructure sector's P/E ratio?
The median price-to-earnings ratio across the 28 Software - Infrastructure companies on this page is 38.7×, measured on the 22 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 - Infrastructure sector performing?
19 of the 27 covered Software - Infrastructure companies are beating S&P 500 on Mansfield relative strength. The sector itself is 7.7% ahead of 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 - Infrastructure stocks are listed in the US?
This comparison covers 28 listed Software - Infrastructure 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 !!