---
title: Software Board — every card in one table
canonical: https://sweetvaluelab.com/tools/software
as_of: 2026-10-16
---
# Software Board

The largest US software companies on the figures that decide a software valuation: revenue growth and its deceleration, gross and free-cash-flow margins, stock-based compensation against revenue, and the enterprise-value multiples.
Prices as of Oct 16, 2026; trailing-twelve-month figures through Aug 31, 2026.

| Company | Tier | Price | EV / revenue | Revenue growth | Gross margin | FCF margin | SBC / revenue | Rule of 40 | Shares YoY |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| MSFT | Mega | $529.05 | 12.0× | 17.8% | 67.9% | 20.2% | 3.7% | 3798 | -0.1% |
| ORCL | Mega | $128.23 | 7.0× | 21.6% | 63.9% | -40.0% | 8.3% | -1839 | 3.1% |
| CRM | Mega | $240.70 | 5.2× | 11.2% | 77.3% | 34.5% | 8.3% | 4572 | -14.7% |
| ADBE | Mega | $245.20 | 3.8× | 12.0% | 88.8% | 42.1% | 8.0% | 5415 | -8.1% |
| INTU | Mega | $325.15 | 4.2× | 13.9% | 80.9% | 40.2% | 9.6% | 5407 | -3.5% |
| PLTR | Large | $186.03 | 76.2× | 78.9% | 84.8% | 54.6% | 13.6% | 13349 | 0.3% |
| PANW | Large | $342.00 | 22.7× | 24.5% | 70.4% | 38.2% | — | 6269 | 7.8% |
| CRWD | Large | $227.39 | 43.0× | 24.3% | 75.2% | 29.1% | 22.8% | 5345 | 3.8% |
| NOW | Large | $141.97 | 10.3× | 22.2% | 74.8% | 31.1% | 14.8% | 5328 | -0.9% |
| FTNT | Large | $169.13 | 16.2× | 18.8% | 80.4% | 41.4% | 3.9% | 6018 | -4.3% |
| SNOW | Large | $306.84 | 19.8× | 32.0% | 67.0% | 22.0% | 30.2% | 5403 | 4.6% |
| DDOG | Large | $247.11 | 22.0× | 31.5% | 79.5% | 29.1% | 20.7% | 6063 | 1.9% |
| CDNS | Large | $319.51 | 15.2× | 14.7% | 88.5% | 28.8% | 8.8% | 4346 | 0.8% |
| SNPS | Large | $454.63 | 10.1× | 46.3% | 72.4% | 29.6% | 10.1% | 7595 | 18.9% |
| WDAY | Large | $190.81 | 4.7× | 13.4% | 75.8% | 28.0% | 16.2% | 4137 | -7.4% |
| ADSK | Large | $239.90 | 6.5× | 17.9% | 91.2% | 36.4% | 9.1% | 5430 | -1.4% |
| VEEV | Large | $310.36 | 12.8× | 16.5% | 74.9% | 47.5% | — | 6400 | -1.3% |
| ROP | Large | $382.71 | 6.1× | 10.9% | 69.5% | 31.7% | 2.3% | 4255 | -5.4% |
| TWLO | Large | $244.37 | 6.7× | 17.8% | 48.5% | 19.9% | 10.6% | 3774 | 0.0% |
| ZS | Large | $207.38 | 9.4× | 25.4% | 76.8% | 25.4% | 24.5% | 5084 | 2.4% |
| NET | Growth | $296.30 | 41.5× | 33.5% | 72.6% | 15.1% | 20.2% | 4860 | 2.0% |
| MDB | Growth | $337.57 | 9.1× | 25.5% | 72.7% | 24.0% | 20.3% | 4943 | 1.1% |
| OKTA | Growth | $187.26 | 10.2× | 11.2% | 78.1% | 31.6% | 16.4% | 4285 | -1.2% |
| VRSN | Growth | $302.33 | 16.9× | 6.9% | 88.5% | 62.4% | — | 6929 | -3.1% |

## Cards

- Microsoft (MSFT): https://sweetvaluelab.com/tools/software/msft
- Oracle (ORCL): https://sweetvaluelab.com/tools/software/orcl
- Salesforce (CRM): https://sweetvaluelab.com/tools/software/crm
- Adobe (ADBE): https://sweetvaluelab.com/tools/software/adbe
- Intuit (INTU): https://sweetvaluelab.com/tools/software/intu
- Palantir (PLTR): https://sweetvaluelab.com/tools/software/pltr
- Palo Alto Networks (PANW): https://sweetvaluelab.com/tools/software/panw
- CrowdStrike (CRWD): https://sweetvaluelab.com/tools/software/crwd
- ServiceNow (NOW): https://sweetvaluelab.com/tools/software/now
- Fortinet (FTNT): https://sweetvaluelab.com/tools/software/ftnt
- Snowflake (SNOW): https://sweetvaluelab.com/tools/software/snow
- Datadog (DDOG): https://sweetvaluelab.com/tools/software/ddog
- Cadence (CDNS): https://sweetvaluelab.com/tools/software/cdns
- Synopsys (SNPS): https://sweetvaluelab.com/tools/software/snps
- Workday (WDAY): https://sweetvaluelab.com/tools/software/wday
- Autodesk (ADSK): https://sweetvaluelab.com/tools/software/adsk
- Veeva (VEEV): https://sweetvaluelab.com/tools/software/veev
- Roper (ROP): https://sweetvaluelab.com/tools/software/rop
- Twilio (TWLO): https://sweetvaluelab.com/tools/software/twlo
- Zscaler (ZS): https://sweetvaluelab.com/tools/software/zs
- Cloudflare (NET): https://sweetvaluelab.com/tools/software/net
- MongoDB (MDB): https://sweetvaluelab.com/tools/software/mdb
- Okta (OKTA): https://sweetvaluelab.com/tools/software/okta
- VeriSign (VRSN): https://sweetvaluelab.com/tools/software/vrsn

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Source: https://sweetvaluelab.com/tools/software (SweetValueLab, free, no account). Quarterly statements from Financial Modeling Prep, closes from the daily price cache; the engine's rules are on the board page. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.