Acciones SaaS
Empresas de software bajo modelo SaaS — ingresos recurrentes, altos márgenes brutos y posibles ventajas competitivas en plataforma.
| Ticker | Empresa | Precio | Cap. Mercado | Crec. Ingr. | Margen Bruto | P/E |
|---|---|---|---|---|---|---|
| TOST | Toast | $29.61 +0.44% | $17.17B | 21.9% | 26.4% | 44.2x |
| DOCN | DigitalOcean | $137.00 +4.29% | $14.3B | 22.4% | 58.5% | 59.8x |
| APPF | AppFolio | $179.42 +1.91% | $6.34B | 20.4% | 63.8% | 42.6x |
| DUOL | Duolingo | $131.95 +1.72% | $6.15B | 26.5% | 72.7% | 15.1x |
| GTLB | GitLab | $32.59 -0.79% | $5.5B | 23.1% | 86.8% | — |
| CLBT | Cellebrite DI | $16.57 -0.24% | $4.13B | 19.3% | 83.9% | 59.2x |
| NVTS | Navitas Semiconductor | $13.99 -8.14% | $3.41B | -38.7% | 30.1% | — |
| AMBA | Ambarella | $71.82 -9.92% | $3.15B | 16.9% | 58.8% | — |
| FSLY | Fastly | $18.59 +1.86% | $2.91B | 19.8% | 59.4% | — |
| BRZE | Braze | $24.40 +1.04% | $2.75B | 30.2% | 66.5% | — |
| AVPT | AvePoint | $12.51 +3.86% | $2.65B | 26% | 73.7% | 62.6x |
| ALRM | Alarm.com | $50.84 +1.95% | $2.51B | 11% | 65.8% | 21.1x |
| RAMP | LiveRamp Holdings | $37.57 +0.08% | $2.26B | 9.2% | 70.7% | 16.9x |
| SPSC | SPS Commerce | $60.93 +1.47% | $2.24B | 5.8% | 69.3% | 25.3x |
| PDFS | PDF Solutions | $51.63 -9.02% | $2.16B | 25.9% | 72.1% | 286.8x |
| ALKT | Alkami Technology | $18.51 -2.32% | $1.98B | 28.9% | 57.8% | — |
| NCNO | nCino | $18.06 -0.44% | $1.98B | 10.6% | 61.6% | 150.5x |
| ASAN | Asana | $7.49 +3.88% | $1.78B | 9.5% | 88.5% | — |
| LSPD | Lightspeed Commerce | $10.59 -0.38% | $1.39B | 14.7% | 42.9% | — |
| CEVA | CEVA Inc | $42.76 -4.21% | $1.19B | 11.5% | 87.2% | — |
| SSYS | Stratasys | $8.21 -3.07% | $712.7M | -2.5% | 42.4% | — |
| YEXT | Yext | $5.13 +2.81% | $514.3M | -1.4% | 74.8% | 64.1x |
| XPER | Xperi | $7.89 -2.35% | $380.9M | 0.2% | 72% | — |
| TTGT | TechTarget | $3.85 -5.17% | $278.4M | 2.1% | 59.6% | — |
| DOMO | Domo | $3.61 +3.44% | $163M | -0.9% | 74.9% | — |
| LPSN | LivePerson | $1.74 -6.95% | $21.2M | -12% | 71.7% | — |
Análisis y Contexto
Este screener sectorial muestra actualmente 26 acciones del segmento seleccionado — actualizado diariamente. El P/E medio es de 70.7x. El crecimiento medio de ingresos es del 11.6%. Los sectores atraviesan fases cíclicas fuertemente correlacionadas con factores macroeconómicos — tipos de interés, crecimiento del PIB, precios de materias primas y entorno regulatorio impulsan la dinámica sectorial. Los analistas ven un potencial medio del 29.5% en estos valores. Compara las métricas con la media sectorial para identificar sobre- e infravaloraciones relativas. La concentración sectorial aumenta el riesgo de cartera — mantén una diversificación adecuada entre industrias y modelos de negocio.
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