Comfortable leader
14 companies value 87 bn revenue 20 bn margin 25.6% free cash flow 4.8 bn avg. score 4.7
TWLO holds 45.3% of the group's value, 1.4x the runner-up · ZM leads the industry without being the largest
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | TWLO | Twilio United States · score 5.8 | 45% | 40 bn | 5.6 bn | 20.6% | 1.1 bn | 2.7% | — | Voice, SMS and email communication APIs · Messaging and voice infrastructure embedded in apps | |
| 2 | ZM | Zoom Communications United States · score 7.0 | 33% | 29 bn | 5.0 bn | 65.2% | 1.9 bn | 6.8% | — | Zoom video conferencing and business communications · The standard in videoconferencing; huge cash pile and no debt | |
| 3 | NICE | NICE Ltd. Israel · score 7.7 | 8% | 6.9 bn | 3.0 bn | 20.8% | 0.7 bn | 10.1% | — | AI, cloud and analytics for customer service and financial compliance · Israel — revenue of $2.9bn | |
| 4 | RNG | RingCentral United States · score 5.3 | 8% | 6.6 bn | 2.6 bn | 4.3% | 0.6 bn | 9.6% | — | Cloud telephony and unified communications · Cloud business phone systems | |
| 5 | FIVN | Five9 United States · score 4.6 | 3% | 2.5 bn | 1.2 bn | 4.9% | 0.2 bn | 8.4% | — | AI-powered cloud contact center · Cloud contact center with an AI layer | |
| 6 | BAND | Bandwidth Inc. United States · score 4.2 | 2% | 1.4 bn | 0.8 bn | 0.3% | 0.1 bn | 7.0% | — | Voice, messaging and emergency communications for apps and enterprises · North Carolina — revenue of $828m | |
| 7 | OOMA | OOMA INC United States · score 5.6 | 1% | 0.5 bn | 0.3 bn | 3.6% | 0.0 bn | 5.6% | — | Cloud telephony for businesses and homes · California — revenue of $307m | |
| 8 | API | Agora, Inc. China · score 5.1 | 0% | 0.4 bn | 0.1 bn | 6.8% | 0.0 bn | 6.7% | — | Real-time voice, video and chat via API · China — revenue of $141m | |
| 9 | EGHT | 8X8 INC /DE/ United States · score 4.6 | 0% | 0.3 bn | 0.7 bn | 0.6% | 0.1 bn | 19.7% | — | Cloud phone and communications for businesses · California — revenue of $745m | |
| 10 | SANG | Sangoma Technologies Corp Canada · score 4.0 | 0% | 0.2 bn | 0.2 bn | -40.5% | 0.0 bn | 13.7% | — | Hardware and software for enterprise IP telephony · Canada — revenue of $200m | |
| 11 | KLTR | KALTURA INC United States · score 1.1 | 0% | 0.2 bn | 0.2 bn | -6.9% | 0.0 bn | 5.2% | — | Video and media platform for enterprises · New York — revenue of $181m | |
| 12 | CXDO | Crexendo, Inc. United States · score 6.3 | 0% | 0.2 bn | 0.1 bn | 5.3% | 0.0 bn | 6.2% | — | Cloud communications and UCaaS platform for businesses · Arizona — revenue of $81m | |
| 13 | NIXX | Nixxy, Inc. United States · score 0.0 | 0% | 0.0 bn | 0.1 bn | -6.2% | 0.0 bn | -44.0% | — | AI-powered communications and data platform · New York — revenue of $128m | |
| 14 | HPAI | Helport AI Ltd Singapore · score 4.9 | 0% | 0.0 bn | 0.0 bn | -2.4% | 0.0 bn | 92.6% | — | Artificial intelligence for call centers · Singapore — revenue of $36m |
Other industries in the same sector
- Sector overview
- AI semiconductors and processors 9 companies
- Hardware and devices 18 companies
- Infrastructure and cloud software 5 companies
- Semiconductor foundries 4 companies
- Memory 4 companies
- Semiconductor equipment 13 companies
- Networking equipment 30 companies
- Enterprise software (SaaS) 38 companies
- Cybersecurity 20 companies
- Data and analytics 25 companies
- Analog and industrial semiconductors 19 companies
- IT services and consulting 46 companies
and 31 industries more
- Data storage 6 companies
- Electronic components and connectors 27 companies
- Connectivity and networking chips 6 companies
- Semiconductor IP 7 companies
- Design and engineering software 7 companies
- E-commerce platforms 9 companies
- RF and mobile chips 8 companies
- Chip testing and packaging 13 companies
- Measurement and test instruments 30 companies
- Internet infrastructure and CDN 9 companies
- Vertical software 36 companies
- Optics and photonics 14 companies
- Creative and document software 9 companies
- Electronics contract manufacturing 10 companies
- Digital advertising (adtech) 37 companies
- AI servers 5 companies
- Power semiconductors 8 companies
- Government and finance software 18 companies
- GPU cloud (neoclouds) 20 companies
- HR and finance software 12 companies
- Identity and access management 10 companies
- Databases and developer tools 4 companies
- Quantum computing 9 companies
- Backup and data protection 3 companies
- Marketing software 13 companies
- Logistics software 8 companies
- Programmable chips 3 companies
- Game engines and tools 2 companies
- ATMs and retail automation 9 companies
- Printing and office equipment 7 companies
- Industrial robotics 1 company
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.