R&D Return 2×2 x = R&D % of revenue (FY) · y = new gross profit per R&D dollar (FY)
MSFT: Harvester, AA
Compounders Harvesters Burners Faders AIOT · Grade AAA (4.14% intensity, $3.23 return) PLTR · Grade AAA (12.46% intensity, $2.73 return) GEN · Grade AAA (8.18% intensity, $2.32 return) MNTN · Grade AAA (16.97% intensity, $1.91 return) APPS · Grade AAA (7.16% intensity, $1.68 return) CHYM · Grade AAA (42.75% intensity, $1.48 return) SPSC · Grade AAA (9.14% intensity, $1.48 return) AVPT · Grade AAA (12.54% intensity, $1.29 return) TYL · Grade AAA (8.77% intensity, $1.25 return) TOST · Grade AAA (6.08% intensity, $1.15 return) PRGS · Grade AAA (19.66% intensity, $1.14 return) PAY · Grade AAA (5.14% intensity, $1.13 return) NAVN · Grade AAA (21.54% intensity, $1.09 return) PTC · Grade AAA (16.71% intensity, $1.02 return) CVLT · Grade AA (13.70% intensity, $0.98 return) IOT · Grade AA (21.29% intensity, $0.97 return) FTNT · Grade AA (11.99% intensity, $0.94 return) LIF · Grade AA (26.23% intensity, $0.90 return) DUOL · Grade AA (29.52% intensity, $0.87 return) KVYO · Grade AA (23.60% intensity, $0.86 return) VERX · Grade AA (11.19% intensity, $0.83 return) RBRK · Grade AA (28.39% intensity, $0.82 return) SAIL · Grade AA (20.81% intensity, $0.79 return) ROP · Grade AA (10.79% intensity, $0.79 return) SHOP · Grade AA (13.29% intensity, $0.79 return) ZS · Grade AA (26.95% intensity, $0.77 return) PAR · Grade A (17.95% intensity, $0.77 return) NET · Grade A (23.64% intensity, $0.77 return) PEGA · Grade A (17.91% intensity, $0.73 return) DT · Grade A (23.50% intensity, $0.70 return) ADSK · Grade A (22.80% intensity, $0.68 return) GTLB · Grade A (28.74% intensity, $0.67 return) WK · Grade A (24.29% intensity, $0.66 return) GWRE · Grade A (23.05% intensity, $0.66 return) PANW · Grade A (22.23% intensity, $0.66 return) TTAN · Grade A (31.49% intensity, $0.66 return) PAYC · Grade A (13.81% intensity, $0.65 return) FRSH · Grade A (19.46% intensity, $0.64 return) CALX · Grade A (19.04% intensity, $0.64 return) BRZE · Grade BBB (22.64% intensity, $0.64 return) NOW · Grade BBB (22.29% intensity, $0.63 return) PCTY · Grade BBB (13.41% intensity, $0.62 return) PDFS · Grade BBB (29.33% intensity, $0.62 return) ESTC · Grade BBB (25.98% intensity, $0.60 return) TCX · Grade BBB (4.56% intensity, $0.59 return) CRWD · Grade BBB (28.78% intensity, $0.59 return) CRM · Grade BBB (14.43% intensity, $0.55 return) NTSK · Grade BBB (71.80% intensity, $0.53 return) VEEV · Grade BBB (24.02% intensity, $0.53 return) ADBE · Grade BBB (18.07% intensity, $0.53 return) QTWO · Grade BBB (19.42% intensity, $0.52 return) FFIV · Grade BBB (17.48% intensity, $0.52 return) QLYS · Grade BB (17.53% intensity, $0.52 return) DOCN · Grade BB (17.93% intensity, $0.52 return) XYZ · Grade BB (12.02% intensity, $0.50 return) IBM · Grade BB (12.31% intensity, $0.50 return) HUBS · Grade BB (28.93% intensity, $0.50 return) MDB · Grade BB (29.07% intensity, $0.50 return) DDOG · Grade BB (45.18% intensity, $0.50 return) S · Grade BB (32.34% intensity, $0.49 return) FROG · Grade BB (36.68% intensity, $0.49 return) APPN · Grade BB (23.69% intensity, $0.48 return) INTA · Grade BB (28.96% intensity, $0.47 return) TEAM · Grade BB (49.74% intensity, $0.47 return) BLZE · Grade BB (31.62% intensity, $0.46 return) VIA · Grade BB (21.26% intensity, $0.46 return) BSY · Grade B (20.48% intensity, $0.46 return) AGYS · Grade B (22.78% intensity, $0.45 return) TENB · Grade B (22.38% intensity, $0.44 return) DBD · Grade B (2.28% intensity, $0.44 return) FSLY · Grade B (26.07% intensity, $0.44 return) BILL · Grade B (18.18% intensity, $0.43 return) OKTA · Grade B (21.89% intensity, $0.41 return) PATH · Grade B (23.92% intensity, $0.41 return) FIVN · Grade B (13.26% intensity, $0.41 return) SNOW · Grade B (42.05% intensity, $0.41 return) SPT · Grade B (22.14% intensity, $0.39 return) NTNX · Grade B (27.72% intensity, $0.37 return) BL · Grade B (15.59% intensity, $0.35 return) ATEN · Grade CCC (23.78% intensity, $0.35 return) DOCU · Grade CCC (20.65% intensity, $0.34 return) PCOR · Grade CCC (27.40% intensity, $0.34 return) AMPL · Grade CCC (28.43% intensity, $0.32 return) SSNC · Grade CCC (8.09% intensity, $0.31 return) RNG · Grade CCC (12.60% intensity, $0.29 return) NTAP · Grade CCC (14.31% intensity, $0.28 return) FIG · Grade CCC (97.53% intensity, $0.28 return) NCNO · Grade CCC (21.44% intensity, $0.27 return) BOX · Grade CCC (25.02% intensity, $0.27 return) SNPS · Grade CCC (35.15% intensity, $0.26 return) RAMP · Grade CCC (18.22% intensity, $0.26 return) NTCT · Grade CCC (18.55% intensity, $0.25 return) ZM · Grade CC (17.35% intensity, $0.25 return) PD · Grade CC (25.77% intensity, $0.22 return) BB · Grade CC (20.69% intensity, $0.21 return) BZAI · Grade CC (110.07% intensity, $0.21 return) BLKB · Grade CC (12.24% intensity, $0.21 return) OOMA · Grade CC (18.37% intensity, $0.21 return) TWLO · Grade CC (20.13% intensity, $0.20 return) LAW · Grade CC (36.08% intensity, $0.19 return) OTEX · Grade CC (12.35% intensity, $0.18 return) CMRC · Grade CC (21.33% intensity, $0.18 return) VRNS · Grade CC (38.14% intensity, $0.18 return) KLTR · Grade CC (25.43% intensity, $0.17 return) BLND · Grade CC (26.58% intensity, $0.17 return) ASAN · Grade C (38.13% intensity, $0.17 return) EGAN · Grade C (32.31% intensity, $0.16 return) OSPN · Grade C (14.05% intensity, $0.15 return) GTM · Grade C (14.57% intensity, $0.13 return) YEXT · Grade C (20.12% intensity, $0.10 return) SVCO · Grade C (47.35% intensity, $0.08 return) RPD · Grade C (22.18% intensity, $0.07 return) U · Grade C (50.25% intensity, $0.04 return) HUCK · Grade C (24.21% intensity, $0.03 return) CXM · Grade C (11.20% intensity, $0.03 return) AEVA · Grade C (472.50% intensity, $0.03 return) LIDR · Grade C (5981.55% intensity, $0.02 return) MSTR · Grade C (19.67% intensity, $-0.05 return) EGHT · Grade D (15.36% intensity, $-0.08 return) SSTI · Grade D (15.24% intensity, $-0.09 return) DBX · Grade D (29.04% intensity, $-0.09 return) RBBN · Grade D (21.18% intensity, $-0.10 return) SMSI · Grade D (61.73% intensity, $-0.11 return) EXFY · Grade D (14.56% intensity, $-0.14 return) TDC · Grade D (16.84% intensity, $-0.25 return) THRY · Grade D (4.98% intensity, $-0.29 return) PUBM · Grade D (11.95% intensity, $-0.31 return) CRNC · Grade D (38.83% intensity, $-0.50 return) RXT · Grade D (1.46% intensity, $-0.59 return) UPLD · Grade D (16.83% intensity, $-0.67 return) AI · Grade D (91.54% intensity, $-0.70 return) IBTA · Grade D (17.84% intensity, $-0.72 return) AEYE (11.39% intensity, $0.71 return) AIFF (129.77% intensity, $0.27 return) AISP (20.08% intensity, $-1.01 return) AIXI (198.39% intensity, $-1.23 return) ALAR (18.47% intensity, $-0.02 return) ALKT (26.69% intensity, $0.62 return) ALLT (24.02% intensity, $0.34 return) API (39.32% intensity, $0.10 return) ASUR (5.75% intensity, $3.75 return) ATHR (3.80% intensity, $-0.11 return) AZ (125.86% intensity, $-0.21 return) AZIO (12.32% intensity, $-70.96 return) BAND (17.58% intensity, $0.13 return) BIYA (1.38% intensity, $2.07 return) BLIN (26.16% intensity, $-0.05 return) BMR (148.77% intensity, $-0.02 return) BTDR (22.00% intensity, $-0.39 return) BTLN (721.09% intensity, $-2.74 return) CCC (21.52% intensity, $0.31 return) CCSI (2.13% intensity, $-0.21 return) CETX (3.08% intensity, $1.43 return) CGNT (30.58% intensity, $0.40 return) CLBT (23.94% intensity, $0.63 return) CRGO (40.54% intensity, $0.41 return) CSAI (37.17% intensity, $0.88 return) CXAI (144.80% intensity, $-0.29 return) CYAB (120.80% intensity, $0.32 return) DCBO (20.65% intensity, $0.44 return) DLO (2.81% intensity, $4.22 return) DSGX (14.45% intensity, $0.73 return) DTSS (6.41% intensity, $1.87 return) DUOT (3.13% intensity, $4.84 return) DVLT (42.21% intensity, $3.84 return) EXYN (81.42% intensity, $0.02 return) FATN (9.92% intensity, $1.26 return) FUSE (9.33% intensity, $-0.72 return) GCT (0.84% intensity, $1.58 return) GRRR (2.83% intensity, $-2.00 return) GYGY (881.61% intensity, $-0.01 return) HIT (4.71% intensity, $1.95 return) HODO (20032.38% intensity, $-13.79 return) HOLO (14.11% intensity, $0.12 return) HPAI (18.12% intensity, $0.13 return) HUBC (6.77% intensity, $0.73 return) IDN (23.44% intensity, $0.61 return) IFBD (1.12% intensity, $131.08 return) INTZ (73.73% intensity, $0.21 return) JG (27.94% intensity, $0.45 return) JTAI (2.66% intensity, $4.10 return) KARO (4.97% intensity, $2.41 return) KC (8.48% intensity, $0.19 return) LGCL (16.83% intensity, $-0.03 return) LHSW (18.05% intensity, $-0.09 return) LSPD (11.17% intensity, $0.50 return) MFI (0.14% intensity, $-13.22 return) MLGO (14.99% intensity, $-0.38 return) MNDO (20.82% intensity, $-0.24 return) MNDY (26.04% intensity, $1.08 return) MTLS (16.64% intensity, $0.15 return) NICE (12.24% intensity, $0.36 return) NTCL (17.11% intensity, $-0.03 return) NTWK (1.05% intensity, $5.15 return) NYAX (7.48% intensity, $2.03 return) OBAI (25.33% intensity, $-0.05 return) ORKT (17.00% intensity, $47.59 return) PDC (9.19% intensity, $-1.73 return) PERF (22.28% intensity, $0.55 return) PHUN (123.89% intensity, $-0.07 return) QH (0.28% intensity, $-5.74 return) RDWR (26.17% intensity, $0.29 return) ROC (39.88% intensity, $0.20 return) RSKD (20.14% intensity, $0.10 return) RSSS (6.49% intensity, $0.35 return) RTB (5.02% intensity, $-0.54 return) SANG (17.81% intensity, $-0.28 return) SAP (18.02% intensity, $0.29 return) SMWB (25.69% intensity, $0.53 return) SWMR (832.11% intensity, $-0.01 return) TAOP (5.56% intensity, $-1.82 return) TGL (31.84% intensity, $-7.69 return) TLS (4.28% intensity, $3.15 return) TUYA (27.87% intensity, $0.14 return) VS (2.20% intensity, $8.74 return) VTEX (26.56% intensity, $0.35 return) VTSI (10.64% intensity, $-1.40 return) WETO (2.97% intensity, $-0.40 return) WIX (32.39% intensity, $0.32 return) WRD (302.20% intensity, $-0.07 return) XBP (0.03% intensity, $165.44 return) XLAB (37.04% intensity, $0.47 return) XNET (17.38% intensity, $0.70 return) YAAS (29.32% intensity, $-0.14 return) YMT (31.38% intensity, $-0.31 return) ZSQR (93.70% intensity, $0.51 return) MSFT 0.00% 21.26% 135.07% -1.24 0.46 3.34 R&D % of revenue New GP / R&D $
