R&D Return 2×2 (Full CapEx Test) x = (R&D + Cap. Software + CapEx) % of revenue · y = new GP per cash R&D + CapEx dollar
NAVN: Compounder (24.23% R&D intensity · $0.96 return)
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FinTech & Vertical SaaS peers ▲ 5 above $1.16 5 beyond 50.84% ▶
Compounders Harvesters Burners Faders PLTR (13.22% intensity, $2.66 return) · plotted at axis boundary · Shift+click to compare GEN (8.62% intensity, $2.22 return) · plotted at axis boundary · Shift+click to compare FICO (11.44% intensity, $1.36 return) · plotted at axis boundary · Shift+click to compare SPSC (12.67% intensity, $1.12 return) · Shift+click to compare AVPT (13.41% intensity, $1.21 return) · plotted at axis boundary · Shift+click to compare TYL (10.18% intensity, $0.88 return) · Shift+click to compare TOST (7.82% intensity, $0.88 return) · plotted at axis boundary · Shift+click to compare PRGS (20.25% intensity, $1.10 return) · Shift+click to compare MNDY (27.69% intensity, $1.02 return) · Shift+click to compare PTC (17.11% intensity, $0.98 return) · Shift+click to compare CVLT (14.34% intensity, $0.96 return) · Shift+click to compare VRSN (7.99% intensity, $0.72 return) · plotted at axis boundary · Shift+click to compare MSFT (45.66% intensity, $0.33 return) · Shift+click to compare IOT (23.07% intensity, $0.91 return) · Shift+click to compare FTNT (17.36% intensity, $0.61 return) · Shift+click to compare DUOL (32.15% intensity, $0.80 return) · Shift+click to compare KVYO (26.25% intensity, $0.80 return) · Shift+click to compare RBRK (30.64% intensity, $0.79 return) · Shift+click to compare SAIL (22.78% intensity, $0.74 return) · Shift+click to compare ROP (12.24% intensity, $0.71 return) · Shift+click to compare SHOP (13.52% intensity, $0.78 return) · Shift+click to compare ZS (37.40% intensity, $0.57 return) · Shift+click to compare PAR (19.76% intensity, $0.70 return) · Shift+click to compare NET (38.20% intensity, $0.54 return) · Shift+click to compare INTU (16.77% intensity, $0.72 return) · Shift+click to compare GOOG (37.87% intensity, $0.36 return) · Shift+click to compare ADP (5.58% intensity, $0.63 return) · plotted at axis boundary · Shift+click to compare PEGA (18.74% intensity, $0.71 return) · Shift+click to compare DSGX (15.23% intensity, $0.68 return) · Shift+click to compare DT (25.09% intensity, $0.65 return) · Shift+click to compare ADSK (23.40% intensity, $0.66 return) · Shift+click to compare GTLB (29.88% intensity, $0.66 return) · Shift+click to compare WK (24.52% intensity, $0.66 return) · Shift+click to compare GWRE (25.16% intensity, $0.62 return) · Shift+click to compare PANW (26.06% intensity, $0.59 return) · Shift+click to compare TTAN (34.55% intensity, $0.61 return) · Shift+click to compare PAYC (34.47% intensity, $0.28 return) · Shift+click to compare FRSH (22.40% intensity, $0.59 return) · Shift+click to compare BRZE (24.73% intensity, $0.57 return) · Shift+click to compare CLBT (26.72% intensity, $0.58 return) · Shift+click to compare NOW (28.83% intensity, $0.47 return) · Shift+click to compare PCTY (19.79% intensity, $0.46 return) · Shift+click to compare ALKT (28.65% intensity, $0.58 return) · Shift+click to compare PDFS (44.23% intensity, $0.47 return) · Shift+click to compare ESTC (26.28% intensity, $0.59 return) · Shift+click to compare CRWD (37.56% intensity, $0.45 return) · Shift+click to compare APPF (20.78% intensity, $0.56 return) · Shift+click to compare CRM (15.86% intensity, $0.49 return) · Shift+click to compare NTSK (75.42% intensity, $0.46 return) · plotted at axis boundary · Shift+click to compare ADBE (18.82% intensity, $0.50 return) · Shift+click to compare QTWO (23.19% intensity, $0.43 return) · Shift+click to compare FFIV (18.88% intensity, $0.49 return) · Shift+click to compare QLYS (18.27% intensity, $0.47 return) · Shift+click to compare DOCN (35.29% intensity, $0.22 return) · Shift+click to compare IBM (13.93% intensity, $0.44 return) · Shift+click to compare HUBS (34.80% intensity, $0.43 return) · Shift+click to compare MDB (29.27% intensity, $0.47 return) · Shift+click to compare DDOG (49.13% intensity, $0.46 return) · Shift+click to compare S (35.81% intensity, $0.45 return) · Shift+click to compare FROG (37.33% intensity, $0.48 return) · Shift+click to compare APPN (24.14% intensity, $0.47 return) · Shift+click to compare INTA (30.77% intensity, $0.44 return) · Shift+click to compare TEAM (50.26% intensity, $0.46 return) · Shift+click to compare BSY (21.70% intensity, $0.44 return) · Shift+click to compare AGYS (23.36% intensity, $0.43 return) · Shift+click to compare TENB (24.13% intensity, $0.42 return) · Shift+click to compare BILL (21.88% intensity, $0.39 return) · Shift+click to compare OKTA (22.20% intensity, $0.41 return) · Shift+click to compare PATH (25.10% intensity, $0.40 return) · Shift+click to compare FIVN (18.84% intensity, $0.30 return) · Shift+click to compare SNOW (44.22% intensity, $0.40 return) · Shift+click to compare ACIW (11.42% intensity, $0.31 return) · Shift+click to compare SPT (23.03% intensity, $0.38 return) · Shift+click to compare ORCL (97.89% intensity, $0.12 return) · plotted at axis boundary · Shift+click to compare CDNS (36.07% intensity, $0.34 return) · Shift+click to compare NTNX (30.38% intensity, $0.34 return) · Shift+click to compare BL (20.54% intensity, $0.28 return) · Shift+click to compare ATEN (30.71% intensity, $0.29 return) · Shift+click to compare DOCU (28.42% intensity, $0.25 return) · Shift+click to compare PCOR (33.73% intensity, $0.28 return) · Shift+click to compare WDAY (29.74% intensity, $0.29 return) · Shift+click to compare WIX (32.54% intensity, $0.32 return) · Shift+click to compare AMPL (31.50% intensity, $0.29 return) · Shift+click to compare CCC (27.29% intensity, $0.25 return) · Shift+click to compare SSNC (12.92% intensity, $0.20 return) · Shift+click to compare CHKP (17.73% intensity, $0.28 return) · Shift+click to compare RNG (16.07% intensity, $0.23 return) · Shift+click to compare GDDY (17.76% intensity, $0.27 return) · Shift+click to compare FIG (98.29% intensity, $0.28 return) · plotted at axis boundary · Shift+click to compare MANH (14.84% intensity, $0.26 return) · Shift+click to compare NCNO (22.70% intensity, $0.27 return) · Shift+click to compare BOX (25.54% intensity, $0.26 return) · Shift+click to compare SNPS (37.55% intensity, $0.25 return) · Shift+click to compare RAMP (18.39% intensity, $0.25 return) · Shift+click to compare EVCM (13.80% intensity, $0.25 return) · Shift+click to compare NTCT (19.61% intensity, $0.24 return) · Shift+click to compare ZM (18.89% intensity, $0.21 return) · Shift+click to compare AKAM (24.27% intensity, $0.13 return) · Shift+click to compare PD (29.19% intensity, $0.20 return) · Shift+click to compare ALRM (28.47% intensity, $0.21 return) · Shift+click to compare BB (21.38% intensity, $0.21 return) · Shift+click to compare BLKB (17.74% intensity, $0.14 return) · Shift+click to compare OOMA (20.41% intensity, $0.18 return) · Shift+click to compare TWLO (22.59% intensity, $0.18 return) · Shift+click to compare LAW (39.75% intensity, $0.18 return) · Shift+click to compare OTEX (16.14% intensity, $0.15 return) · Shift+click to compare CMRC (23.84% intensity, $0.17 return) · Shift+click to compare VRNS (40.63% intensity, $0.17 return) · Shift+click to compare KLTR (25.80% intensity, $0.17 return) · Shift+click to compare BLND (35.96% intensity, $0.14 return) · Shift+click to compare ASAN (40.69% intensity, $0.16 return) · Shift+click to compare MITK (20.28% intensity, $0.14 return) · Shift+click to compare OSPN (17.73% intensity, $0.11 return) · Shift+click to compare GTM (20.66% intensity, $0.10 return) · Shift+click to compare BAND (21.93% intensity, $0.10 return) · Shift+click to compare YEXT (20.79% intensity, $0.10 return) · Shift+click to compare API (40.52% intensity, $0.10 return) · Shift+click to compare RPD (24.92% intensity, $0.06 return) · Shift+click to compare U (51.28% intensity, $0.04 return) · plotted at axis boundary · Shift+click to compare CXM (13.54% intensity, $0.03 return) · Shift+click to compare DBX (29.87% intensity, $-0.09 return) · plotted at axis boundary · Shift+click to compare TDC (17.98% intensity, $-0.23 return) · plotted at axis boundary · Shift+click to compare THRY (9.11% intensity, $-0.09 return) · plotted at axis boundary · Shift+click to compare PUBM (25.51% intensity, $-0.14 return) · plotted at axis boundary · Shift+click to compare CRNC (44.53% intensity, $-0.48 return) · plotted at axis boundary · Shift+click to compare AI (92.30% intensity, $-0.69 return) · plotted at axis boundary · Shift+click to compare ZETA (Compare Peer) · Click to inspect · Shift+click to clear ZETA NAVN 8.50% 23.99% median 50.84% -$0.05 $0.41 $1.16 (R&D + CapSoft + CapEx) % rev 1-Year Lagged R&D Return = (Gross Profit FY - Gross Profit Prior FY) / Prior FY Spend New GP / Cash R&D+CapEx $
