Clear leader
25 companies value 725 bn revenue 30 bn margin 7.6% free cash flow 8.7 bn avg. score 4.1
PLTR holds 64.4% of the group's value, 4.2x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies United States · score 6.2 | 64% | 467 bn | 6.2 bn | 49.0% | 3.4 bn | 0.7% | — | Data integration and analysis software for government and business · Leader in AI software for government and defense; long, mission-critical contracts | |
| 2 | SNOW | Snowflake United States · score 2.9 | 15% | 111 bn | 5.4 bn | -20.1% | 1.2 bn | 1.1% | — | Consumption-based cloud data platform · Leader in cloud data warehousing, independent of any cloud provider | |
| 3 | DDOG | Datadog United States · score 4.4 | 13% | 94 bn | 4.0 bn | 4.5% | 1.2 bn | 1.3% | — | Observability and security for cloud applications · Leader in cloud application observability | |
| 4 | DT | Dynatrace United States · score 6.0 | 3% | 18 bn | 2.1 bn | 7.2% | 0.6 bn | 3.2% | — | Application observability and security with AI · Observability with automatic AI-driven diagnosis | |
| 5 | ESTC | Elastic N.V. Netherlands · score 5.8 | 1% | 9.9 bn | 1.8 bn | 20.8% | 0.3 bn | 3.5% | — | Search, observability and security with Elasticsearch · Search and log analytics; the company behind Elasticsearch | |
| 6 | SRAD | Sportradar Group AG Switzerland · score 6.9 | 1% | 3.8 bn | 1.4 bn | 7.8% | 0.5 bn | 11.9% | — | Sports data and technology for betting, from Switzerland, since 2001 · Switzerland — revenue of $1.4bn | |
| 7 | TDC | TERADATA CORP /DE/ United States · score 8.6 | 0% | 2.9 bn | 1.7 bn | 27.1% | 0.7 bn | 25.2% | — | Enterprise data analytics in the cloud and on premises · California — revenue of $1.7bn | |
| 8 | NTCT | NETSCOUT SYSTEMS INC United States · score 6.5 | 0% | 2.8 bn | 0.9 bn | 13.7% | 0.3 bn | 9.3% | — | Network performance monitoring and DDoS protection · Massachusetts — revenue of $883m | |
| 9 | CLBT | Cellebrite DI Ltd. Israel · score 6.7 | 0% | 2.8 bn | 0.5 bn | 12.4% | 0.1 bn | 5.2% | — | Digital data extraction and analysis for investigations · Israel — revenue of $476m | |
| 10 | RAMP | LiveRamp Holdings, Inc. United States · score 6.3 | 0% | 2.3 bn | 0.8 bn | 18.7% | 0.2 bn | 7.1% | — | Data collaboration technology for marketing and media · California — revenue of $832m | |
| 11 | AMPL | Amplitude, Inc. United States · score 2.4 | 0% | 1.9 bn | 0.4 bn | -26.6% | 0.0 bn | 1.6% | — | AI-powered digital product analytics · California — revenue of $374m | |
| 12 | AI | C3.ai, Inc. United States · score 0.0 | 0% | 1.8 bn | 0.2 bn | -192.1% | -0.2 bn | -8.6% | — | Enterprise artificial intelligence application platform · California — revenue of $232m | |
| 13 | PDFS | PDF SOLUTIONS INC United States · score 2.3 | 0% | 1.7 bn | 0.2 bn | 4.3% | 0.0 bn | -0.1% | — | Yield data and analytics for semiconductors and electronics · California — revenue of $241m | |
| 14 | GENI | Genius Sports Ltd United Kingdom · score 3.2 | 0% | 1.6 bn | 0.7 bn | -16.7% | 0.1 bn | 4.0% | — | Data and technology for sports betting · United Kingdom — revenue of $669m | |
| 15 | RDVT | Red Violet, Inc. United States · score 5.9 | 0% | 1.2 bn | 0.1 bn | 16.5% | 0.0 bn | 2.8% | — | Identity intelligence technology and analytics · Florida — revenue of $99m | |
| 16 | CLVT | CLARIVATE PLC Jersey · score 2.8 | 0% | 1.1 bn | 2.4 bn | -13.8% | 0.3 bn | 29.1% | — | Data and analytics on scientific research and intellectual property · Jersey — revenue of $2.4bn | |
| 17 | SMWB | SIMILARWEB LTD. Israel · score 2.1 | 0% | 0.8 bn | 0.3 bn | -11.7% | 0.0 bn | 1.7% | — | Digital data for strategy, customer acquisition and monetization · Israel — revenue of $283m | |
| 18 | CGNT | Cognyte Software Ltd. Israel · score 3.4 | 0% | 0.6 bn | 0.4 bn | -0.2% | 0.0 bn | 4.7% | 0.5% | Investigative analytics for public safety, from Israel · Israel — revenue of $400m | |
| 19 | GRRR | Gorilla Technology Group Inc. United Kingdom · score 0.0 | 0% | 0.2 bn | 0.1 bn | -11.1% | -0.0 bn | -15.0% | — | AI video surveillance, smart city systems, cybersecurity and AI data centers in Egypt, Taiwan and Thailand · United Kingdom — revenue of $101m | |
| 20 | RDCM | RADCOM LTD Israel · score 6.3 | 0% | 0.2 bn | 0.1 bn | 16.8% | 0.0 bn | 8.5% | — | Testing and service assurance for telecom networks, from Israel · Israel — revenue of $71m | |
| 21 | DH | Definitive Healthcare Corp. United States · score 3.8 | 0% | 0.1 bn | 0.2 bn | -72.3% | 0.0 bn | 24.3% | — | Healthcare data and commercial intelligence · Massachusetts — revenue of $233m | |
| 22 | VERI | Veritone, Inc. United States · score 0.0 | 0% | 0.1 bn | 0.1 bn | -117.5% | -0.1 bn | -94.2% | — | AI computing solutions · California — revenue of $91m | |
| 23 | AISP | Airship AI Holdings, Inc. United States · score 1.0 | 0% | 0.1 bn | 0.0 bn | 144.6% | 0.0 bn | -5.0% | — | AI-powered data platform for mission-critical environments · Washington — revenue of $18m | |
| 24 | JG | Aurora Mobile Ltd China · score 5.9 | — | — | 0.1 bn | 1.5% | 0.0 bn | — | — | Mobile push notifications and data analytics in China · China — revenue of $57m | |
| 25 | CYAB | CYABRA, INC. Israel · score 1.9 | — | — | 0.0 bn | — | -0.0 bn | — | — | Detection of disinformation and fake profiles on social networks · Israel — revenue of $6m |
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
- Analog and industrial semiconductors 19 companies
- IT services and consulting 46 companies
- Data storage 6 companies
and 31 industries more
- 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
- Communication and collaboration 14 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.