Software Infrastructure industry stocks

The Software Infrastructure industry has 183 US-listed companies on stockrow and is part of the Technology sector, with a combined market value of $6.19T. Microsoft Corporation (MSFT) is the largest at $3.98T, followed by Palantir Technologies Inc. and Oracle Corporation. The median Software Infrastructure stock trades at 24.4× trailing earnings, above the market median of 17.9×, with a median net margin of 0.00% (market: 1.06%). Median revenue growth over the last twelve months is 14.3%. 14 of the 183 pay a dividend; the median yield among payers is 1.35%.

Software Infrastructure medians

Metric Industry Market
P/E 24.4× 17.9×
P/S 2.8× 1.9×
P/B 2.9× 1.7×
Price to free cash flow 17.9× 14.1×
EV/EBITDA 14.5× 10.9×
EV/Sales 2.9× 2.1×
Earnings yield 0.00% 1.55%
Free cash flow yield 0.49% 0.93%
Gross margin 57.5% 45.1%
Operating margin 0.00% 0.00%
Net margin 0.00% 1.06%
Free cash flow margin 0.00% 0.00%
Return on equity 0.00% 0.51%
Return on assets 0.00% 0.00%
Return on invested capital 0.00% 0.00%
Revenue growth (TTM) 14.3% 7.58%
EPS growth (last fiscal year) 18.3% 14.0%
Revenue growth, 5-year CAGR 16.2% 8.99%
Net income growth, 5-year CAGR 0.00% 0.00%
Debt to equity 0.0× 0.1×
Current ratio 1.5× 1.6×
Net debt to EBITDA 0.0× 0.6×
Dividend yield 1.06% 2.20%
Payout ratio 0.3× 0.3×
Market cap $661.5M $676.4M

Today’s biggest moves

Up

62.82 4.94 +8.53%
451.95 33.36 +7.97%
52.80 2.98 +5.98%
15.63 0.59 +3.92%
120.79 2.47 +2.09%

Down

21.56 5.52 −20.38%
10.62 2.26 −17.55%
31.95 6.15 −16.14%
5.65 1.00 −15.04%
71.55 12.47 −14.84%

All 183 companies

Open in screener
Ticker Company Market cap Price 1D P/E Net margin Revenue growth Dividend yield
MSFT Microsoft Corporation 3.98t 537.10 (3.36%) 27.96 41.17% 17.91% 0.68%
PLTR Palantir Technologies Inc. 373.45b 155.59 (9.38%) 101.59 50.34% 87.06% —
ORCL Oracle Corporation 348.21b 116.17 (6.11%) 17.93 26.10% 21.62% 1.72%
PANW Palo Alto Networks, Inc. 257.64b 316.40 (9.09%) 596.98 2.67% 24.50% —
CRWD CrowdStrike 222.40b 217.77 (9.64%) 6,186.65 0.83% 24.30% —
FTNT Fortinet, Inc. 90.01b 122.42 (5.39%) 39.49 28.96% 20.23% —
NET Cloudflare, Inc. 87.07b 244.63 (8.23%) — (8.75%) 35.73% —
SNPS Synopsys, Inc. 84.38b 441.93 (4.54%) 77.53 11.43% 46.33% —
XYZ Block, Inc. 50.80b 84.41 (3.67%) 111.61 1.80% 6.98% —
NTAP NetApp, Inc. 33.27b 170.57 (9.11%) 23.76 19.19% 12.15% 1.22%
ZS Zscaler, Inc. 33.24b 205.08 (8.63%) — (1.88%) 25.42% —
NBIS Nebius Group N.V. 32.72b 121.03 (14.48%) 465.50 3.13% 511.51% —
TWLO Twilio Inc. 31.10b 201.76 (5.50%) 24.25 21.82% 19.10% —
OKTA Okta, Inc. 29.92b 171.80 (10.08%) 101.66 9.63% 11.22% —
CPAY Corpay, Inc. 29.35b 451.95 7.97% 24.55 23.54% 21.22% —
VRSN VeriSign, Inc. 27.99b 312.35 (1.79%) 33.55 49.07% 6.46% 1.02%
GPN Global Payments Inc. 25.13b 95.76 (0.34%) — (9.15%) 43.06% 1.04%
MDB MongoDB, Inc. 24.54b 305.92 (6.84%) 413.41 2.12% 25.45% —
CRWV CoreWeave Inc. 24.08b 44.23 (8.65%) — (25.42%) 115.32% —
IOT Samsara Inc. 24.06b 41.36 (3.39%) 252.97 4.90% 29.50% —
RBRK Rubrik, Inc. 21.92b 106.63 (10.39%) — (16.50%) 42.45% —
TOST Toast, Inc. 20.36b 35.37 0.00% 37.55 7.69% 22.09% —
GEN Gen Digital Inc. 18.15b 30.55 (1.10%) 15.26 23.07% 16.88% 1.64%
FFIV F5, Inc. 17.71b 312.01 (5.37%) 24.61 21.14% 10.64% —
KSPI Joint Stock Company Kaspi.kz Sponsored ADR 17.40b 91.78 (3.81%) 8.52 23.92% 35.27% —
NTNX Nutanix 15.97b 58.79 (7.71%) 10.55 52.81% 12.44% —
CHKP Check Point Software Technologies Ltd. 15.13b 148.11 0.47% 17.66 31.74% 2.70% —
GDDY GoDaddy Inc. 14.57b 120.79 2.09% 16.41 18.56% 6.38% —
AKAM Akamai Technologies, Inc. 11.19b 78.74 (8.37%) 27.63 9.51% 5.87% —
SAIL SailPoint, Inc. 10.50b 18.49 (6.24%) — (16.92%) 20.13% —
PAYP PayPay Corporation 9.72b 14.65 (8.21%) — — — —
NTSK Netskope Inc. 8.85b 21.74 (4.52%) — (91.84%) — —
DOCN DigitalOcean Holdings, Inc. 8.34b 71.55 (14.84%) 170.97 3.11% 27.63% —
GTLB GitLab Inc. 8.16b 49.17 (6.11%) — (4.99%) 22.99% —
DBX Dropbox, Inc. 7.78b 35.78 (0.89%) 19.66 17.49% (0.05%) —
S SentinelOne, Inc. 7.46b 21.58 (8.13%) — (30.95%) 21.09% —
ZETA Zeta Global Holdings Corp. 7.40b 29.65 (6.70%) — (0.14%) 35.91% —
QLYS Qualys, Inc. 6.91b 201.22 (4.59%) 34.69 29.38% 10.35% —
PATH UiPath, Inc. 6.78b 13.05 (3.40%) 19.48 21.03% 14.98% —
ACIW ACI Worldwide, Inc. 6.01b 59.28 0.15% 36.15 9.46% 1.93% —
BOX Box, Inc. 5.98b 43.69 (0.82%) 60.68 8.14% 9.63% —
WEX WEX Inc. 5.91b 180.60 0.27% 15.32 14.04% 9.75% —
MBGL Mobility Global Inc. 5.86b 19.90 0.56% — — — 0.30%
VRNS Varonis Systems, Inc. 5.62b 48.74 (0.12%) — (21.38%) 17.63% —
BB BlackBerry Limited 4.91b 8.46 (3.42%) 62.90 13.09% 14.42% —
DOX Amdocs Limited 4.71b 43.93 0.62% 10.41 9.56% 0.14% 5.09%
TENB Tenable Holdings, Inc. 4.62b 44.37 (6.27%) 333.36 1.48% 9.53% —
RELY Remitly Global, Inc. 4.56b 21.56 (20.38%) 12.46 19.14% 22.99% —
APPN Appian Corporation 3.87b 52.80 5.98% — (0.72%) 22.03% —
DLO DLocal Limited 3.79b 13.41 (3.53%) 19.16 15.04% 57.03% 1.47%
PAY Paymentus Holdings, Inc. 3.69b 33.40 (0.27%) 44.65 6.65% 26.50% —
CORZ Core Scientific, Inc. 3.66b 11.51 (9.80%) — (313.53%) 26.37% —
AVPT AvePoint, Inc. 3.47b 16.40 (2.96%) 45.56 15.67% 23.74% —
FOUR Shift4 Payments, Inc. 3.38b 42.60 (4.95%) 67.62 0.92% 32.44% —
WIX Wix.com Ltd. 3.21b 76.72 (4.72%) — (8.19%) 14.18% —
CLBT Cellebrite DI Ltd. 3.11b 12.31 (0.97%) 51.29 11.43% 17.76% —
BLSH Bullish 3.11b 20.78 (10.16%) — (0.72%) (26.47%) —
TCGL TechCreate Group Ltd. 3.09b 172.84 0.00% — — — —
TDC Teradata Corporation 3.04b 33.06 (4.48%) 6.73 27.08% 0.96% —
EEFT Euronet Worldwide, Inc. 2.66b 71.14 0.69% 10.15 6.38% 4.95% —
FLYW Flywire Corporation 2.59b 21.26 (2.52%) 33.22 10.34% 30.99% —
FIVN Five9, Inc. 2.55b 34.21 (5.89%) 47.51 4.51% 10.10% —
PAYO Payoneer Global Inc. 2.43b 7.17 0.14% 50.21 4.70% 4.58% —
NTCT NetScout Systems, Inc. 2.31b 31.95 (16.14%) 17.85 14.62% 2.73% —
GCT GigaCloud Technology Inc. 2.25b 62.82 8.53% 13.51 10.89% 27.35% —
PAGS PagSeguro Digital Ltd. 2.13b 7.65 (3.41%) 5.35 10.47% 12.27% 7.06%
EVTC Evertec, Inc. 2.03b 33.93 (2.30%) 21.76 9.00% 16.29% 0.44%
CALX Calix, Inc 1.97b 31.98 (5.52%) 44.87 3.99% 22.90% —
MQ Marqeta, Inc. 1.91b 18.35 (1.34%) 14.59 18.76% 17.25% —
AI C3.ai, Inc. 1.83b 11.43 (4.43%) — (192.10%) (37.55%) —
STNE StoneCo Ltd. 1.82b 7.53 (2.08%) 2.98 24.12% 8.71% 0.00%
PRGS Progress Software Corporation 1.82b 44.56 (0.51%) 20.35 9.24% 6.36% 0.00%
NYAX Nayax Ltd. 1.72b 47.02 (5.09%) 213.73 1.74% 29.98% —
INFQ Infleqtion, Inc. 1.68b 7.53 (12.03%) — (338.57%) — —
ATEN A10 Networks, Inc. 1.64b 22.66 (4.83%) 37.77 13.85% 12.20% 1.06%
PGY Pagaya Technologies Ltd. 1.46b 17.39 (9.05%) 9.87 10.48% 14.80% —
NN NextNav Inc. 1.36b 8.04 (8.22%) — (2,812.55%) (36.46%) —
RDWR Radware Ltd. 1.27b 30.23 (8.39%) 93.39 4.26% 11.03% —
BAND Bandwidth Inc. 1.22b 37.97 (12.47%) 144.48 1.01% 15.11% —
RPD Rapid7, Inc. 1.04b 15.63 3.92% 74.43 0.00% (0.97%) —
PICS PicS N.V. 918.78m 7.15 (1.52%) 0.01 9.72% 98.18% —
TUYA Tuya Inc. Sponsored ADR 885.07m 1.64 0.00% 14.91 20.16% 7.00% 3.69%
KPLT Katapult Holdings, Inc. 837.46m 9.74 (3.08%) 7.11 1.86% 12.96% —
PAYS Paysign, Inc. 808.54m 14.39 (5.95%) 51.39 15.67% 46.84% —
OSPN ONESPAN INC 808.00m 21.95 (7.23%) 11.86 27.52% 4.88% 2.32%
YEXT Yext 757.00m 7.62 (2.68%) 33.13 5.90% (1.48%) —
XNDU Xanadu Quantum Technologies Limited 724.46m 2.43 (7.25%) — (1,475.65%) — —
SABR Sabre Corporation 678.02m 1.69 (2.87%) 0.93 25.14% 7.45% —
CCSI Consensus Cloud Solutions, Inc. 668.31m 36.53 (1.75%) 7.23 26.69% 1.45% —
PRTH Priority Technology Holdings, Inc. 649.06m 7.86 (0.76%) 15.72 3.97% 10.14% —
AEVA Aeva Technologies, Inc. 640.60m 9.17 (3.37%) — (150.12%) 56.22% —
RXT Rackspace Technology, Inc. 606.60m 2.40 (14.59%) — (5.88%) 0.34% —
CGNT Cognyte Software Ltd. 597.41m 8.09 (8.48%) — (0.01%) 11.99% —
HQ Horizon Quantum Holdings Ltd. 566.71m 10.62 (17.55%) — 0.00% — —
IIIV i3 Verticals, Inc. 509.59m 19.31 1.52% 48.28 3.90% 4.09% —
RZLV Rezolve AI PLC 508.58m 1.22 (10.95%) — 0.00% — —
BLZE Backblaze, Inc. 479.69m 7.64 (9.05%) — (11.47%) 16.87% —
BRUN Boost Run Inc. 466.18m 5.65 (15.04%) — — — —
ALLT Allot Ltd. 403.29m 8.21 (5.20%) 37.32 9.40% 14.28% —
RPAY Repay Holdings Corporation 402.12m 4.54 (4.42%) — (49.57%) 8.84% —

Updated 5 November 2026