73.1Strong
R&D (45%)22.8%(64p)
Profit (35%)17.4%(86p)
Payback (20%)0.68x(72p)
Company / Stock (250)3-Year Statement
Each eligible software company receives one 0 to 100 score from reported SEC fundamentals. Rated companies sit in a band from Leader to Laggard. Pricing and valuation stay in single-name research.
Ratings v3 0 to 100 composite scores (45% R&D rank + 35% profit rank + 20% payback rank) across 250 public software companies based on reported SEC financials. The grading method is on this page. Research, not investment advice.
25 featured names this window. Live 2026-10-27 to 2026-11-03.
Model's read. Research, not investment advice.
Strong · 0.68× R&D return
Top-ranked peer in Software - Application
2.73× 1-year new gross profit per $1 of prior R&D (Top Tier)
· | Research & DCF | |||||
|---|---|---|---|---|---|---|
ADSKFeatured | Autodesk, Inc.Design & Engineering Software | 73.1 Strong | 22.8%(64p) | 17.4%(86p) | 0.68x(72p) | |
DDOGFeatured | DatadogCloud Monitoring & Observability | 69.6 Strong | 45.2%(96p) | 0.3%(45p) | 0.50x(53p) | |
SNPSFeatured | SYNOPSYS INCElectronic Design Automation (EDA) | 68.7 Strong | 35.1%(91p) | 6.7%(64p) | 0.26x(27p) | |
HUBSFeatured | HubspotMarketing & CRM Automation | 66.8 Strong | 28.9%(83p) | 3.0%(53p) | 0.50x(54p) | |
TEAMFeatured | AtlassianCollaboration & DevOps Software | 65.7 Strong | 49.7%(97p) | -2.5%(34p) | 0.47x(50p) | |
AGYSFeatured | Agilysys, Inc.Software - Application | 65.2 Strong | 22.8%(63p) | 11.3%(78p) | 0.45x(48p) | |
ADBEFeatured | Adobe Inc.Creative & Digital Experience Software | 65.0 Strong | 18.1%(44p) | 28.2%(96p) | 0.53x(58p) | |
NOWFeatured | ServiceNowIT Service Management (ITSM) | 64.0 Strong | 22.3%(61p) | 7.6%(66p) | 0.63x(66p) | |
CRWDFeatured | CrowdStrikeEndpoint Security & Threat Intelligence | 62.5 Strong | 28.8%(83p) | -2.2%(37p) | 0.59x(63p) | |
PANWFeatured | Palo Alto Networks IncCybersecurity Platform | 61.5 Strong | 22.2%(60p) | 4.8%(58p) | 0.66x(70p) | |
ZSFeatured | Zscaler, Inc.Zero Trust Cloud Security | 60.9 Strong | 26.9%(78p) | -4.8%(28p) | 0.77x(79p) | |
KVYOFeatured | Klaviyo, Inc.Marketing Automation & Data Platform | 59.8 Neutral | 23.6%(66p) | -1.9%(39p) | 0.86x(83p) | |
MSFTFeatured | Microsoft CorporationEnterprise Software & Cloud Computing | 58.7 Neutral | 10.7%(15p) | 37.2%(99p) | 0.97x(86p) | |
FTNTFeatured | Fortinet, Inc.Network Security & Firewalls | 57.7 Neutral | 12.0%(19p) | 23.9%(93p) | 0.94x(84p) | |
ORCLFeatured | OracleEnterprise Database & Cloud Infrastructure | 55.9 Neutral | 15.3%(34p) | 25.4%(94p) | 0.39x(39p) | |
MDBFeatured | MongoDBDeveloper Data Platform | 55.7 Neutral | 29.1%(85p) | -10.8%(19p) | 0.50x(54p) | |
CRMFeatured | SalesforceCustomer Relationship Management (CRM) | 54.8 Neutral | 14.4%(30p) | 15.7%(83p) | 0.55x(61p) | |
PLTRFeatured | Palantir Technologies Inc.Data Analytics & AI Platform | 54.5 Neutral | 12.5%(23p) | 8.6%(70p) | 2.73x(99p) | |
SNOWFeatured | Snowflake Inc.Cloud Data Warehousing | 54.3 Neutral | 42.0%(95p) | -22.8%(9p) | 0.41x(42p) | |
SHOPFeatured | SHOPIFY INC.Enterprise Software | 52.9 Neutral | 13.3%(26p) | 9.6%(72p) | 0.79x(80p) | |
NETFeatured | CloudflareEdge Computing & Network Security | 52.7 Neutral | 23.6%(66p) | -9.3%(21p) | 0.77x(78p) | |
ADPFeatured | Automatic Data Processing, Inc.HR & Payroll Solutions | 48.0 Neutral | 4.7%(3p) | 20.6%(90p) | 0.73x(76p) | |
CDNSFeatured | Cadence Design Systems, Inc.Electronic Design Automation (EDA) | N/AStale | 33.4% | 22.9% | Stale | |
INTUFeatured | INTUIT INC.Financial Management Software | N/ANot rated | 15.7% | 20.6% | Not rated | |
WDAYFeatured | Workday, Inc.Human Capital Management (HCM) & Financial Management | N/ANot rated | 28.1% | 8.4% | Not rated |
Showing top 25 of 250 ranked software companies
Model's read. Research, not investment advice.
Each eligible software company receives a single 0 to 100 score built from reported SEC fundamentals. Pricing and valuation live inside our single-name research rather than this ratings index. Research, not investment advice. Model's read. Research, not investment advice.
Score = 0.45 × R&D rank + 0.35 × Profit rank + 0.20 × Payback rank.
Every rated company is assigned to one of five score bands (rounded to at most 2 decimals):
Example check: component ranks of 90, 60, and 70 produce 0.45(90) + 0.35(60) + 0.20(70) = 75.5 (Strong).
Intensity = R&D ÷ revenue from the same period. The grade uses TTM when that period end is fresh; otherwise the latest fiscal year if that end is fresh; otherwise the name is ungraded. Bands describe spend level, not quality.
As of 2026-10-22.
Scores as of 2026-10-22. R&D inputs as of 2026-10-22. Coverage is 250 public software companies (166 rated, 84 not rated).