INDUSTRY
Application Software
11 companies with a published analysis, compared on each company’s latest fiscal year as filed with the SEC. Click a column heading to sort; the leader in each higher-is-stronger column is marked in brass.
| Company | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Industry median | $5.5B | 14.3% | 28.2% | 21.3% | 33.4% | 16.4% | 22.7% | 52.7% | 56.4x | 14.1x | 41.0x | 0.9% |
| Oracle CorporationORCL · FY2026 | $67.4B | 10.7% | 30.6% | 25.4% | -35.2% | 12.7% | 54.3% | 16.2% | 38.7x | 15.3x | 26.5x | 0.9% |
| SalesforceCRM · FY2026 | $41.5B | 14.3% | 20.1% | 18.0% | 34.7% | 9.4% | 12.4% | 52.7% | 27.2x | 3.3x | 21.4x | 0.8% |
| IntuitINTU · FY2026 | $21.4B | 17.4% | 27.4% | 21.3% | 40.4% | 17.8% | 23.6% | 51.6% | 19.2x | 4.5x | 14.5x | 1.5% |
| Autodesk, Inc.ADSK · FY2026 | $7.2B | 13.7% | 21.9% | 15.6% | 33.4% | 22.9% | 39.7% | 24.4% | 48.4x | 17.6x | 30.4x | — |
| SynopsysSNPS · FY2025 | $7.1B | 13.9% | 13.0% | 18.9% | 19.1% | 3.4% | 7.1% | 58.7% | 56.5x | 3.0x | 60.3x | — |
| AppLovin CorporationAPP · FY2025 | $5.5B | 30.4% | 75.8% | 60.8% | 72.4% | 73.3% | 206.8% | 29.4% | 69.1x | 106.8x | 52.7x | — |
| Cadence Design SystemsCDNS · FY2025 | $5.3B | 14.6% | 28.2% | 20.9% | 30.0% | 15.1% | 21.9% | 53.9% | 77.0x | 15.5x | 49.1x | — |
| Palantir TechnologiesPLTR · FY2025 | $4.5B | 32.6% | 31.6% | 36.3% | 46.9% | 21.9% | 26.2% | 83.0% | 282.1x | 57.5x | 294.1x | — |
| DatadogDDOG · FY2025 | $3.4B | 41.5% | -1.3% | 3.1% | 29.2% | -0.9% | 3.3% | 56.2% | 438.7x | 12.8x | 10052.2x | — |
| PTC Inc.PTC · FY2025 | $2.7B | 13.4% | 35.9% | 26.8% | 31.3% | 16.4% | 20.9% | 57.8% | 33.4x | 6.3x | 23.3x | — |
| Fair IsaacFICO · FY2025 | $2.0B | 9.0% | 46.5% | 32.7% | 38.7% | 57.9% | — | -93.5% | 56.4x | — | 41.0x | — |
- Fiscal years end on different dates, so each row is that company’s most recent full year, labeled under its name.
- P/E, P/B, EV/EBITDA, and dividend yield use the share price at each fiscal year end, not today’s. How every figure is calculated is in How to read this.