Clear leader
12 companies value 76 bn revenue 18 bn margin 7.3% free cash flow 4.3 bn avg. score 3.6
WDAY holds 61.8% of the group's value, 4.1x the runner-up
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | WDAY | Workday United States · score 6.8 | 62% | 47 bn | 10 bn | 12.3% | 2.8 bn | 6.0% | — | Cloud HR and finance management software · The standard in cloud HR and finance for large enterprises | |
| 2 | PAYC | Paycom Software United States · score 6.6 | 15% | 11 bn | 2.1 bn | 22.8% | 0.6 bn | 5.0% | 0.7% | Cloud payroll and workforce management · Single-platform payroll, with high margins | |
| 3 | NAVN | Navan, Inc. United States · score 2.5 | 9% | 6.7 bn | 0.8 bn | -42.1% | 0.1 bn | 0.7% | — | AI-powered corporate travel and expense platform · California — revenue of $826m | |
| 4 | WK | WORKIVA INC United States · score 3.2 | 6% | 4.2 bn | 1.0 bn | 4.9% | 0.2 bn | 4.8% | — | AI-powered platform for corporate reporting and compliance · Iowa — revenue of $966m | |
| 5 | BILL | BILL Holdings United States · score 4.4 | 5% | 3.9 bn | 1.6 bn | -0.7% | 0.4 bn | 10.6% | — | Automated payables and receivables for small businesses · Accounts payable and receivable automation for small and midsize businesses | |
| 6 | BL | BLACKLINE, INC. United States · score 5.0 | 2% | 1.8 bn | 0.7 bn | 4.7% | 0.2 bn | 10.1% | — | Accounting close and financial reconciliation software · California — revenue of $732m | |
| 7 | DCBO | Docebo Inc. Canada · score 4.4 | 1% | 0.7 bn | 0.3 bn | 13.0% | 0.0 bn | 5.0% | — | Subscription corporate learning software (LMS) for employees, partners and customers · Canada — revenue of $259m | |
| 8 | ASUR | ASURE SOFTWARE INC United States · score 4.3 | 0% | 0.2 bn | 0.2 bn | -5.4% | 0.0 bn | 11.5% | — | Cloud people management and payroll software · Texas — revenue of $155m | |
| 9 | EXFY | Expensify, Inc. United States · score 3.3 | 0% | 0.2 bn | 0.1 bn | -11.3% | 0.0 bn | 5.6% | — | Cloud expense management software · California — revenue of $138m | |
| 10 | SKIL | Skillsoft Corp. United States · score 3.1 | 0% | 0.0 bn | 0.5 bn | -32.4% | 0.0 bn | 49.6% | — | Skills management and corporate learning platform · New Hampshire — revenue of $505m | |
| 11 | YXT | YXT.COM GROUP HOLDING Ltd China · score 0.0 | 0% | 0.0 bn | 0.1 bn | -46.7% | -0.0 bn | -260.3% | — | AI-powered corporate training software, in China · China — revenue of $49m | |
| 12 | LAWR | Robot Consulting Co., Ltd. Japan · score 0.0 | — | — | 0.0 bn | -121.2% | -0.0 bn | — | — | Human resources management software, from Japan · Japan — revenue of $8m |
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
- Communication and collaboration 14 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.