Software Infrastructure industry stocks

The Software Infrastructure industry has 173 US-listed companies on stockrow and is part of the Technology sector, with a combined market value of $6.60T. Microsoft Corporation (MSFT) is the largest at $4.01T, followed by Palantir Technologies Inc. and Oracle Corporation. The median Software Infrastructure stock trades at 28.4× trailing earnings, above the market median of 18.1×, with a median net margin of 0.00% (market: 0.45%). Median revenue growth over the last twelve months is 13.4%. 13 of the 173 pay a dividend; the median yield among payers is 1.34%.

Software Infrastructure medians

Metric Industry Market
P/E 28.4× 18.1×
P/S 3.0× 1.9×
P/B 2.9× 1.7×
Price to free cash flow 16.3× 14.2×
EV/EBITDA 13.9× 11.0×
EV/Sales 2.9× 2.1×
Earnings yield 0.14% 1.20%
Free cash flow yield 1.24% 0.27%
Gross margin 61.0% 46.2%
Operating margin 0.00% 0.00%
Net margin 0.00% 0.45%
Free cash flow margin 1.67% 0.00%
Return on equity 0.60% 1.35%
Return on assets 0.00% 0.00%
Return on invested capital 0.00% 0.00%
Revenue growth (TTM) 13.4% 7.41%
EPS growth (last fiscal year) 27.1% 13.7%
Revenue growth, 5-year CAGR 15.6% 8.93%
Net income growth, 5-year CAGR 0.00% 0.00%
Debt to equity 0.0× 0.1×
Current ratio 1.6× 1.6×
Net debt to EBITDA 0.1× 0.6×
Dividend yield 1.20% 2.26%
Payout ratio 0.3× 0.3×
Market cap $752.4M $584.7M

Today’s biggest moves

Up

6.42 0.64 +11.07%
48.72 1.38 +2.92%
45.89 1.10 +2.46%
52.80 0.25 +0.48%
16.68 0.08 +0.48%

Down

1.35 0.24 −15.09%
8.58 1.33 −13.42%
43.34 6.26 −12.62%
165.47 22.95 −12.18%
61.39 8.30 −11.91%

All 173 companies

Open in screener
Ticker Company Market cap Price 1D P/E Net margin Revenue growth Dividend yield
MSFT Microsoft Corporation 4.01t 529.05 (1.93%) 29.38 40.31% 17.79% 0.69%
PLTR Palantir Technologies Inc. 481.81b 186.03 (7.22%) 147.64 49.00% 78.92% —
ORCL Oracle Corporation 406.60b 128.23 (4.64%) 19.79 26.10% 21.62% 1.56%
PANW Palo Alto Networks, Inc. 302.88b 342.00 (7.63%) 645.28 2.67% 24.50% —
CRWD CrowdStrike 250.42b 227.39 (7.02%) 6,459.94 0.83% 24.30% —
FTNT Fortinet, Inc. 133.47b 169.13 (7.03%) 59.14 28.17% 18.77% —
NET Cloudflare, Inc. 112.64b 295.26 (6.66%) 0.00 (8.21%) 33.53% —
SNPS Synopsys, Inc. 89.71b 454.63 (2.88%) 79.76 11.43% 46.33% —
NBIS Nebius Group N.V. 51.22b 165.47 (12.18%) 636.42 3.13% 511.51% —
XYZ Block, Inc. 47.96b 77.83 (2.51%) 134.19 1.43% 5.07% —
NTAP NetApp, Inc. 42.17b 203.80 (5.08%) 28.38 19.19% 12.15% 1.02%
TWLO Twilio Inc. 41.99b 244.37 (10.62%) 32.50 20.62% 17.82% —
CRWV CoreWeave Inc. 38.44b 61.39 (11.91%) 0.00 (25.42%) 115.32% —
OKTA Okta, Inc. 36.45b 187.26 (10.20%) 110.80 9.63% 11.22% —
ZS Zscaler, Inc. 35.94b 206.96 (6.11%) 0.00 (1.88%) 25.42% —
MDB MongoDB, Inc. 29.52b 337.57 (7.89%) 456.18 2.12% 25.45% —
VRSN VeriSign, Inc. 27.46b 302.34 (0.58%) 32.76 49.77% 6.86% 1.06%
CPAY Corpay, Inc. 26.67b 399.84 (1.57%) 24.04 22.58% 20.36% —
FFIV F5, Inc. 25.85b 442.03 (3.19%) 34.81 21.95% 9.41% —
IOT Samsara Inc. 24.94b 39.42 (7.44%) 241.10 4.90% 29.50% —
RBRK Rubrik, Inc. 24.59b 112.41 (5.24%) 0.00 (16.50%) 42.45% —
GPN Global Payments Inc. 22.27b 83.67 (0.59%) 0.00 (9.15%) 43.06% 1.20%
NTNX Nutanix 18.93b 66.94 (4.34%) 12.02 52.81% 12.44% —
TOST Toast, Inc. 18.72b 31.57 (2.02%) 38.04 7.14% 23.04% —
KSPI Joint Stock Company Kaspi.kz Sponsored ADR 18.02b 93.18 (1.75%) 8.43 23.92% 35.27% —
GEN Gen Digital Inc. 14.86b 24.16 (2.66%) 13.89 20.73% 20.16% 2.07%
CHKP Check Point Software Technologies Ltd. 14.10b 137.16 (0.68%) 13.85 37.93% 4.64% —
GDDY GoDaddy Inc. 13.59b 105.96 (1.24%) 15.58 17.83% 7.41% —
AKAM Akamai Technologies, Inc. 13.27b 87.81 (4.89%) 30.81 9.51% 5.87% —
DOCN DigitalOcean Holdings, Inc. 12.87b 98.69 (9.85%) 39.01 23.27% 21.41% —
SAIL SailPoint, Inc. 11.28b 18.75 (5.06%) 0.00 (16.92%) 20.13% —
GTLB GitLab Inc. 9.32b 52.58 (6.01%) 0.00 (4.99%) 22.99% —
ZETA Zeta Global Holdings Corp. 8.42b 31.68 (5.57%) 0.00 (0.14%) 35.91% —
NTSK Netskope Inc. 8.36b 19.00 (7.09%) 0.00 (91.84%) — —
S SentinelOne, Inc. 8.13b 21.58 (7.66%) 0.00 (30.95%) 21.09% —
DBX Dropbox, Inc. 7.95b 35.57 (2.65%) 19.54 17.49% (0.05%) —
PATH UiPath, Inc. 7.15b 12.81 (6.56%) 19.12 21.03% 14.98% —
QLYS Qualys, Inc. 6.66b 180.89 (6.10%) 31.19 29.38% 10.35% —
DOX Amdocs Limited 6.53b 60.08 (0.99%) 14.24 9.56% 0.14% 3.72%
WEX WEX Inc. 6.17b 181.66 0.38% 17.86 12.56% 7.46% —
VRNS Varonis Systems, Inc. 5.44b 48.72 2.92% 0.00 (20.55%) 15.61% —
BOX Box, Inc. 5.42b 39.56 0.20% 54.94 8.14% 9.63% —
ACIW ACI Worldwide, Inc. 5.31b 52.80 0.48% 24.00 12.40% 7.03% —
RELY Remitly Global, Inc. 5.22b 24.16 (1.99%) 16.66 16.85% 23.79% —
BB BlackBerry Limited 5.11b 8.06 (7.36%) 59.93 13.09% 14.42% —
BLSH Bullish 4.79b 29.49 (7.47%) 0.00 (0.72%) (26.47%) —
CORZ Core Scientific, Inc. 4.64b 13.48 (6.78%) 0.00 (487.78%) 26.37% —
TENB Tenable Holdings, Inc. 4.33b 37.20 (5.39%) 700.57 0.65% 9.93% —
DLO DLocal Limited 4.26b 14.67 (2.85%) 20.96 15.04% 57.03% 1.34%
PAY Paymentus Holdings, Inc. 4.05b 31.54 (1.84%) 47.07 6.24% 30.21% —
WIX Wix.com Ltd. 3.40b 75.23 (7.28%) 0.00 (8.19%) 14.18% —
AVPT AvePoint, Inc. 3.15b 14.33 (3.63%) 43.42 15.33% 24.95% —
APPN Appian Corporation 3.14b 41.17 (6.05%) 0.00 (1.34%) 20.90% —
FOUR Shift4 Payments, Inc. 3.11b 39.43 0.23% 62.59 0.92% 32.44% —
PAGS PagSeguro Digital Ltd. 3.09b 11.00 (1.08%) 7.69 10.47% 12.27% 4.91%
TCGL TechCreate Group Ltd. 3.09b 172.84 0.00% — — — —
TDC Teradata Corporation 2.91b 30.36 (2.88%) 6.18 27.08% 0.96% —
CLBT Cellebrite DI Ltd. 2.86b 11.03 (3.08%) 45.96 11.43% 17.76% —
NTCT NetScout Systems, Inc. 2.82b 38.07 (1.78%) 22.80 13.71% 5.79% —
STNE StoneCo Ltd. 2.77b 11.28 (0.88%) 4.46 24.12% 8.71% 0.00%
FIVN Five9, Inc. 2.62b 32.19 (8.29%) 42.36 4.94% 8.87% —
EEFT Euronet Worldwide, Inc. 2.45b 65.00 (0.82%) 10.20 6.59% 5.76% —
PAYO Payoneer Global Inc. 2.42b 7.12 (0.28%) 49.86 4.65% 6.31% —
FLYW Flywire Corporation 2.35b 18.44 (4.70%) 68.30 4.77% 32.21% —
CALX Calix, Inc 2.34b 36.50 (1.86%) 46.20 4.61% 27.84% —
RAMP LiveRamp Holdings, Inc. 2.28b 37.46 (0.24%) 15.10 18.71% 8.85% —
INFQ Infleqtion, Inc. 2.14b 8.55 (9.81%) 0.00 (291.75%) — —
GCT GigaCloud Technology Inc. 2.12b 57.35 (3.35%) 13.56 10.65% 22.86% —
MQ Marqeta, Inc. 1.98b 18.69 (1.58%) 169.91 1.53% 22.41% —
AI C3.ai, Inc. 1.96b 11.32 (6.91%) 0.00 (192.10%) (37.55%) —
FORG ForgeRock, Inc. 1.95b 23.21 0.00% 0.00 (33.58%) 29.41% —
EVTC Evertec, Inc. 1.88b 31.19 (0.67%) 20.25 9.80% 12.36% 0.64%
ATEN A10 Networks, Inc. 1.84b 24.46 (3.66%) 40.77 13.85% 12.20% 0.98%
NN NextNav Inc. 1.81b 9.64 (9.99%) 0.00 (2,812.55%) (36.46%) —
NYAX Nayax Ltd. 1.67b 45.89 2.46% 208.59 1.74% 29.98% —
PRGS Progress Software Corporation 1.67b 40.84 (0.07%) 18.61 9.24% 6.36% 0.00%
BAND Bandwidth Inc. 1.60b 43.34 (12.62%) 722.33 0.27% 9.25% —
PGY Pagaya Technologies Ltd. 1.49b 17.23 (3.80%) 11.49 9.11% 20.55% —
RDWR Radware Ltd. 1.19b 27.16 (4.27%) 69.64 5.33% 10.10% —
XNDU Xanadu Quantum Technologies Limited 971.01m 3.05 (8.68%) 0.00 (1,475.65%) — —
TUYA Tuya Inc. Sponsored ADR 928.51m 1.65 (3.51%) 15.00 20.16% 7.00% 3.67%
RPD Rapid7, Inc. 881.60m 12.61 (3.59%) 40.68 2.35% 0.07% —
PAYS Paysign, Inc. 880.81m 14.80 (5.13%) 52.86 15.67% 46.84% —
RXT Rackspace Technology, Inc. 811.77m 2.83 (11.29%) 0.00 (5.88%) 0.34% —
RZLV Rezolve AI PLC 775.38m 1.75 (5.91%) 0.00 0.00% — —
AEVA Aeva Technologies, Inc. 766.41m 10.03 (8.82%) 0.00 (150.12%) 56.22% —
HQ Horizon Quantum Holdings Ltd. 752.37m 12.49 (10.40%) 0.00 0.00% — —
SABR Sabre Corporation 722.42m 1.68 (6.15%) 0.92 25.14% 7.45% —
YEXT Yext 705.72m 6.92 (2.95%) 30.09 5.90% (1.48%) —
CCSI Consensus Cloud Solutions, Inc. 679.12m 35.36 (4.59%) 7.00 26.69% 1.45% —
OSPN ONESPAN INC 658.55m 17.48 (2.18%) 9.66 27.76% 2.40% 2.92%
CGNT Cognyte Software Ltd. 651.31m 8.61 (2.38%) 0.00 (0.01%) 11.99% —
PRTH Priority Technology Holdings, Inc. 644.93m 7.82 0.00% 11.33 5.61% 8.91% —
BLZE Backblaze, Inc. 613.43m 8.58 (13.42%) 0.00 (13.07%) 13.85% —
KPLT Katapult Holdings, Inc. 490.43m 6.42 11.07% 4.69 1.86% 12.96% —
ALLT Allot Ltd. 445.70m 9.03 (0.11%) 41.05 9.40% 14.28% —
IIIV i3 Verticals, Inc. 436.95m 16.68 0.48% 41.70 3.90% 14.65% —
OWLS OBOOK Holdings Inc. 415.17m 4.38 (6.81%) — — — —
CINT CI&T Inc. 387.81m 3.02 (0.33%) 10.41 6.79% 19.48% —
LSAK Lesaka Technologies, Inc. 381.78m 4.45 0.00% 125.35 0.38% 9.38% —

Updated 17 October 2026