Canonical 0 to 100 quality scores, House Portfolio positions, and 5-year DCF fair values across 167 public software equities.
| Company | Sector | Score (0 to 100) | 5Y DCF | Research & Model |
|---|---|---|---|---|
CLBTCellebrite DI Ltd.Open (6d) | Cybersecurity | 70.9Strong | Cybersecurity · DCF $14.38 | |
WIXWix.com Ltd.Open (6d) | Application SaaS | 67.5Strong | Application SaaS · DCF $189 | |
CRNCCerence Inc.Open (7d) | Infrastructure & Cloud | 65.5Strong | Infrastructure & Cloud · DCF $10.96 | |
LIFLife360, Inc.Open (6d) | Application SaaS | 64.0Strong | Application SaaS · DCF $26.62 | |
QLYSQualys, Inc.Open (6d) | Cybersecurity | 62.4Strong | Cybersecurity · DCF $143 | |
GWREGuidewire Software, Inc.Open (6d) | FinTech & Vertical SaaS | 61.0Strong | FinTech & Vertical SaaS · DCF $72.26 | |
DSGXThe Descartes Systems Group Inc.Open (6d) | FinTech & Vertical SaaS | 60.8Strong | FinTech & Vertical SaaS · DCF $63.48 | |
FTNTFortinet, Inc.Open (6d) | Cybersecurity | 57.7Neutral | Cybersecurity · DCF $61.02 | |
NTSKNetskope IncOpen (6d) | Cybersecurity | 57.0Neutral | Cybersecurity · DCF N/A | |
RBRKRubrik, Inc.Open (6d) | Cybersecurity | 52.8Neutral | Cybersecurity · DCF $0.74 | |
SPSCSPS Commerce Inc.Open (6d) | FinTech & Vertical SaaS | 50.5Neutral | FinTech & Vertical SaaS · DCF $105 | |
KLTRKaltura Inc.Open (7d) | Application SaaS | 49.7Neutral | Application SaaS · DCF $1.03 | |
MANHManhattan Associates Inc.Open (6d) | FinTech & Vertical SaaS | 49.0Neutral | FinTech & Vertical SaaS · DCF $114 | |
IOTSamsara Inc.Open (6d) | Infrastructure & Cloud | 47.3Neutral | Infrastructure & Cloud · DCF $15.36 | |
ASANAsana, Inc.Open (6d) | Application SaaS | 46.5Neutral | Application SaaS · DCF $0.60 | |
PATHUiPath, Inc.Open (6d) | Application SaaS | 45.5Neutral | Application SaaS · DCF $19.77 | |
OOMAOoma, Inc.Open (6d) | Application SaaS | 43.2Neutral | Application SaaS · DCF $18.01 | |
NCNOnCino, Inc.Open (6d) | FinTech & Vertical SaaS | 42.8Neutral | FinTech & Vertical SaaS · DCF $15.16 | |
TWLOTwilioOpen (6d) | Infrastructure & Cloud | 41.2Neutral | Infrastructure & Cloud · DCF $147 | |
ZETAZeta Global Holdings Corp.Open (7d) | Data & Analytics | 33.6Weak | Data & Analytics · DCF $14.90 | |
YEXTYext, Inc.Open (6d) | Data & Analytics | 32.8Weak | Data & Analytics · DCF $6.00 | |
DBDDIEBOLD NIXDORF, IncOpen (6d) | FinTech & Vertical SaaS | 29.2Weak | FinTech & Vertical SaaS · DCF $21.44 | |
CXMSprinklr, Inc.Open (6d) | Application SaaS | 27.0Weak | Application SaaS · DCF $5.96 | |
THRYThryv Holdings, Inc.Open (7d) | Application SaaS | 21.9Weak | Application SaaS · DCF $1.99 | |
PUBMPubMatic, Inc.Open (7d) | Data & Analytics | 18.5Laggard | Data & Analytics · DCF $27.50 | |
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