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 $6.34T. Microsoft Corporation (MSFT) is the largest at $3.68T, followed by Palantir Technologies Inc. and Oracle Corporation. The median Software Infrastructure stock trades at 28.0× trailing earnings, above the market median of 17.9×, with a median net margin of 0.00% (market: 0.55%). Median revenue growth over the last twelve months is 13.4%. 16 of the 173 pay a dividend; the median yield among payers is 1.53%.
Software Infrastructure medians
| Metric | Industry | Market |
|---|---|---|
| P/E | 28.0× | 17.9× |
| P/S | 3.1× | 2.0× |
| P/B | 3.4× | 1.8× |
| Price to free cash flow | 17.1× | 14.0× |
| EV/EBITDA | 14.9× | 11.0× |
| EV/Sales | 3.0× | 2.2× |
| Earnings yield | 0.13% | 1.18% |
| Free cash flow yield | 1.15% | 0.48% |
| Gross margin | 61.2% | 46.3% |
| Operating margin | 0.00% | 0.00% |
| Net margin | 0.00% | 0.55% |
| Free cash flow margin | 1.67% | 0.00% |
| Return on equity | 0.59% | 1.76% |
| Return on assets | 0.00% | 0.00% |
| Return on invested capital | 0.00% | 0.00% |
| Revenue growth (TTM) | 13.4% | 7.41% |
| Revenue growth, 5-year CAGR | 15.8% | 8.85% |
| Net income growth, 5-year CAGR | 0.00% | 0.00% |
| Debt to equity | 0.1× | 0.2× |
| Current ratio | 1.6× | 1.6× |
| Net debt to EBITDA | 0.1× | 0.6× |
| Dividend yield | 1.53% | 2.75% |
| Payout ratio | 0.0× | 0.0× |
| Market cap | $836.0M | $612.7M |
Today’s biggest moves
All 173 companies
Open in screener| MSFT | Microsoft Corporation | 3.68t | 516.17 | 3.78% | 28.69 | 40.31% | 17.79% | 0.71% |
|---|---|---|---|---|---|---|---|---|
| PLTR | Palantir Technologies Inc. | 461.58b | 189.67 | (1.52%) | 150.53 | 49.00% | 78.92% | — |
| ORCL | Oracle Corporation | 423.02b | 137.10 | (1.75%) | 21.16 | 26.10% | 21.62% | 1.24% |
| PANW | Palo Alto Networks, Inc. | 316.80b | 374.74 | (3.99%) | 706.38 | 2.67% | 24.50% | — |
| CRWD | CrowdStrike | 265.06b | 252.13 | (2.90%) | 7,162.78 | 0.83% | 24.30% | — |
| FTNT | Fortinet, Inc. | 130.01b | 173.46 | (2.92%) | 60.65 | 28.17% | 18.77% | — |
| NET | Cloudflare, Inc. | 128.05b | 349.02 | (2.73%) | 0.00 | (8.21%) | 33.53% | — |
| SNPS | Synopsys, Inc. | 81.44b | 425.76 | 0.20% | 74.69 | 11.43% | 46.33% | — |
| NBIS | Nebius Group N.V. | 67.53b | 237.33 | (2.53%) | 912.81 | 3.13% | 511.51% | — |
| CRWV | CoreWeave Inc. | 50.52b | 87.59 | (2.95%) | 0.00 | (25.42%) | 115.32% | — |
| XYZ | Block, Inc. | 46.11b | 76.42 | (0.42%) | 131.76 | 1.43% | 5.07% | — |
| TWLO | Twilio Inc. | 45.30b | 275.80 | (7.96%) | 36.68 | 20.62% | 17.82% | — |
| NTAP | NetApp, Inc. | 38.75b | 201.15 | 1.98% | 28.02 | 19.19% | 12.15% | 2.25% |
| OKTA | Okta, Inc. | 36.24b | 195.19 | (5.49%) | 115.56 | 9.63% | 11.22% | — |
| MDB | MongoDB, Inc. | 34.04b | 410.44 | (2.60%) | 554.65 | 2.12% | 25.45% | — |
| ZS | Zscaler, Inc. | 33.77b | 193.05 | (10.06%) | 0.00 | (1.88%) | 25.42% | — |
| VRSN | VeriSign, Inc. | 26.36b | 287.25 | (1.59%) | 31.12 | 49.77% | 6.86% | — |
| CPAY | Corpay, Inc. | 26.28b | 398.11 | (0.55%) | 23.94 | 22.58% | 20.36% | — |
| FFIV | F5, Inc. | 25.29b | 443.06 | (0.78%) | 34.89 | 21.95% | 9.41% | — |
| RBRK | Rubrik, Inc. | 23.59b | 109.55 | (3.98%) | 0.00 | (16.50%) | 42.45% | — |
| IOT | Samsara Inc. | 23.07b | 37.96 | (3.46%) | 232.17 | 4.90% | 29.50% | — |
| GPN | Global Payments Inc. | 22.62b | 86.49 | 1.39% | 0.00 | (9.15%) | 43.06% | 0.75% |
| AKAM | Akamai Technologies, Inc. | 19.18b | 113.94 | 3.20% | 39.98 | 9.51% | 5.87% | — |
| NTNX | Nutanix | 18.45b | 68.03 | (0.82%) | 12.21 | 52.81% | 12.44% | — |
| KSPI | Joint Stock Company Kaspi.kz Sponsored ADR | 17.75b | 95.67 | 3.10% | 8.66 | 23.92% | 35.27% | 7.20% |
| TOST | Toast, Inc. | 17.62b | 30.60 | 1.63% | 36.87 | 7.14% | 23.04% | — |
| DOCN | DigitalOcean Holdings, Inc. | 16.69b | 139.75 | (1.29%) | 55.24 | 23.27% | 21.41% | — |
| GEN | Gen Digital Inc. | 14.00b | 21.62 | (6.29%) | 12.43 | 20.73% | 20.16% | 2.43% |
| CHKP | Check Point Software Technologies Ltd. | 13.92b | 131.24 | (3.71%) | 13.26 | 37.93% | 4.64% | — |
| SAIL | SailPoint, Inc. | 12.75b | 20.64 | (6.69%) | 0.00 | (16.92%) | 20.13% | — |
| GDDY | GoDaddy Inc. | 12.56b | 97.14 | (3.64%) | 14.29 | 17.83% | 7.41% | — |
| S | SentinelOne, Inc. | 8.36b | 22.38 | (6.67%) | 0.00 | (30.95%) | 21.09% | — |
| GTLB | GitLab Inc. | 8.07b | 46.85 | (3.64%) | 0.00 | (4.99%) | 22.99% | — |
| NTSK | Netskope Inc. | 7.60b | 17.67 | (4.85%) | 0.00 | (91.84%) | — | — |
| ZETA | Zeta Global Holdings Corp. | 7.41b | 29.45 | (0.41%) | 0.00 | (0.14%) | 35.91% | — |
| DBX | Dropbox, Inc. | 7.10b | 32.32 | (1.26%) | 17.72 | 17.49% | (0.05%) | 0.05% |
| PATH | UiPath, Inc. | 6.57b | 12.46 | (1.11%) | 18.60 | 21.03% | 14.98% | — |
| QLYS | Qualys, Inc. | 6.33b | 172.43 | (5.84%) | 29.70 | 29.38% | 10.35% | — |
| WEX | WEX Inc. | 6.32b | 178.28 | (3.86%) | 17.53 | 12.56% | 7.46% | — |
| DOX | Amdocs Limited | 6.22b | 57.71 | (1.18%) | 13.67 | 9.56% | 0.14% | 1.98% |
| BLSH | Bullish | 5.97b | 37.58 | (5.32%) | 0.00 | (0.72%) | (26.47%) | — |
| CORZ | Core Scientific, Inc. | 5.89b | 17.34 | (4.19%) | 0.00 | (487.78%) | 26.37% | — |
| VRNS | Varonis Systems, Inc. | 5.51b | 46.25 | (3.55%) | 0.00 | (20.55%) | 15.61% | — |
| BB | BlackBerry Limited | 5.19b | 8.21 | (5.96%) | 86.88 | 10.31% | 8.83% | — |
| ACIW | ACI Worldwide, Inc. | 5.01b | 49.51 | (0.22%) | 22.50 | 12.40% | 7.03% | — |
| RELY | Remitly Global, Inc. | 4.50b | 21.36 | 1.32% | 14.79 | 16.85% | 23.79% | — |
| BOX | Box, Inc. | 4.43b | 31.39 | (2.88%) | 43.60 | 8.14% | 9.63% | 0.19% |
| TENB | Tenable Holdings, Inc. | 3.95b | 33.49 | (6.61%) | 631.07 | 0.65% | 9.93% | — |
| DLO | DLocal Limited | 3.91b | 14.08 | 1.44% | 20.11 | 15.04% | 57.03% | — |
| PAY | Paymentus Holdings, Inc. | 3.90b | 30.17 | (2.52%) | 45.03 | 6.24% | 30.21% | — |
| INFQ | Infleqtion, Inc. | 3.24b | 14.51 | 2.03% | 0.00 | (291.75%) | — | — |
| WIX | Wix.com Ltd. | 3.21b | 73.79 | (4.49%) | 0.00 | (8.19%) | 14.18% | — |
| TCGL | TechCreate Group Ltd. | 3.09b | 172.84 | 0.00% | — | — | — | — |
| FOUR | Shift4 Payments, Inc. | 3.04b | 38.45 | 0.76% | 61.03 | 0.92% | 32.44% | — |
| CLBT | Cellebrite DI Ltd. | 2.89b | 10.79 | (5.10%) | 44.96 | 11.43% | 17.76% | — |
| NTCT | NetScout Systems, Inc. | 2.85b | 39.44 | 0.48% | 23.62 | 13.71% | 5.79% | — |
| AVPT | AvePoint, Inc. | 2.78b | 13.00 | (1.22%) | 39.39 | 15.33% | 24.95% | — |
| TDC | Teradata Corporation | 2.74b | 28.94 | (1.77%) | 5.89 | 27.08% | 0.96% | — |
| FIVN | Five9, Inc. | 2.74b | 35.77 | (2.43%) | 47.07 | 4.94% | 8.87% | — |
| APPN | Appian Corporation | 2.69b | 36.01 | (4.25%) | 0.00 | (1.34%) | 20.90% | — |
| PAGS | PagSeguro Digital Ltd. | 2.51b | 9.05 | 0.33% | 6.33 | 10.47% | 12.27% | — |
| NN | NextNav Inc. | 2.42b | 14.38 | (0.48%) | 0.00 | (2,812.55%) | (36.46%) | — |
| PAYO | Payoneer Global Inc. | 2.42b | 7.17 | 0.56% | 50.21 | 4.65% | 6.31% | — |
| EEFT | Euronet Worldwide, Inc. | 2.41b | 65.61 | 1.99% | 10.30 | 6.59% | 5.76% | — |
| RAMP | LiveRamp Holdings, Inc. | 2.28b | 37.50 | 0.05% | 15.12 | 18.71% | 8.85% | — |
| STNE | StoneCo Ltd. | 2.26b | 9.30 | 1.53% | 3.68 | 24.12% | 8.71% | — |
| CALX | Calix, Inc | 2.09b | 33.14 | (0.39%) | 41.95 | 4.61% | 27.84% | — |
| FLYW | Flywire Corporation | 2.08b | 17.40 | 2.40% | 64.81 | 4.77% | 32.21% | — |
| BAND | Bandwidth Inc. | 1.99b | 61.81 | (0.79%) | 1,022.33 | 0.27% | 9.25% | — |
| FORG | ForgeRock, Inc. | 1.95b | 23.21 | 0.00% | 0.00 | (33.58%) | 29.41% | — |
| GCT | GigaCloud Technology Inc. | 1.89b | 53.98 | 0.02% | 12.75 | 10.65% | 22.86% | — |
| ATEN | A10 Networks, Inc. | 1.89b | 25.73 | (1.00%) | 42.88 | 13.85% | 12.20% | 1.90% |
| AI | C3.ai, Inc. | 1.73b | 10.65 | (1.02%) | 0.00 | (192.10%) | (37.55%) | — |
| MQ | Marqeta, Inc. | 1.72b | 16.96 | 3.16% | 154.18 | 1.53% | 22.41% | — |
| EVTC | Evertec, Inc. | 1.71b | 28.18 | (0.07%) | 18.30 | 9.80% | 12.36% | 0.25% |
| NYAX | Nayax Ltd. | 1.67b | 45.03 | 0.98% | 205.41 | 1.74% | 29.98% | — |
| PRGS | Progress Software Corporation | 1.65b | 39.34 | (2.21%) | 18.82 | 8.87% | 15.50% | 1.23% |
| PGY | Pagaya Technologies Ltd. | 1.59b | 17.62 | (5.88%) | 11.75 | 9.11% | 20.55% | — |
| XNDU | Xanadu Quantum Technologies Limited | 1.57b | 4.98 | (2.55%) | 0.00 | (1,475.65%) | — | — |
| RDWR | Radware Ltd. | 1.25b | 29.56 | (0.87%) | 75.72 | 5.33% | 10.10% | — |
| AEVA | Aeva Technologies, Inc. | 1.11b | 15.35 | (1.15%) | 0.00 | (150.12%) | 56.22% | — |
| RXT | Rackspace Technology, Inc. | 1.07b | 3.97 | (5.00%) | 0.00 | (5.88%) | 0.34% | — |
| TUYA | Tuya Inc. Sponsored ADR | 950.18m | 1.69 | (1.74%) | 15.36 | 20.16% | 7.00% | — |
| RZLV | Rezolve AI PLC | 937.96m | 2.18 | (2.24%) | 0.00 | 0.00% | — | — |
| SABR | Sabre Corporation | 908.06m | 2.18 | (3.11%) | 1.20 | 25.14% | 7.45% | 0.48% |
| RPD | Rapid7, Inc. | 866.10m | 11.62 | (9.57%) | 37.48 | 2.35% | 0.07% | — |
| BLZE | Backblaze, Inc. | 835.96m | 13.19 | (2.37%) | 0.00 | (13.07%) | 13.85% | — |
| HQ | Horizon Quantum Holdings Ltd. | 809.58m | 15.59 | (1.33%) | 0.00 | 0.00% | — | — |
| NUAI | New Era Energy & Digital, Inc. | 751.39m | 7.06 | 1.73% | 0.00 | (5,985.81%) | 25.35% | — |
| PAYS | Paysign, Inc. | 731.75m | 12.67 | (2.24%) | 45.25 | 15.67% | 46.84% | — |
| OSPN | ONESPAN INC | 651.55m | 17.81 | 0.74% | 9.84 | 27.76% | 2.40% | — |
| CCSI | Consensus Cloud Solutions, Inc. | 648.15m | 35.22 | (0.42%) | 6.97 | 26.69% | 1.45% | — |
| PRTH | Priority Technology Holdings, Inc. | 642.46m | 7.78 | (0.13%) | 11.28 | 5.61% | 8.91% | — |
| CGNT | Cognyte Software Ltd. | 642.45m | 8.52 | (2.07%) | 0.00 | (0.01%) | 11.99% | — |
| YEXT | Yext | 640.39m | 6.47 | 0.00% | 28.13 | 5.90% | (1.48%) | — |
| KDK | Kodiak AI, Inc. | 571.76m | 2.43 | (12.59%) | 0.00 | (4,960.84%) | (57.70%) | — |
| KPLT | Katapult Holdings, Inc. | 489.58m | 5.04 | (13.34%) | 3.65 | 1.86% | 12.96% | — |
| OWLS | OBOOK Holdings Inc. | 481.42m | 5.52 | 1.28% | — | — | — | — |
| ALLT | Allot Ltd. | 424.99m | 8.69 | 0.81% | 39.50 | 9.40% | 14.28% | — |
| IIIV | i3 Verticals, Inc. | 398.25m | 14.88 | (1.65%) | 37.20 | 3.90% | 14.65% | — |