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 | $36.64 +3.74% | $21.18B | 23.1% | 26.8% | 46.4x |
| DOCN | DigitalOcean | $115.64 +1.13% | $13.52B | 28.6% | 57.2% | 52.6x |
| APPF | AppFolio | $224.40 +2.54% | $7.95B | 19.3% | 63.5% | 51x |
| GTLB | GitLab | $41.67 -0.97% | $7.04B | 23.1% | 86.8% | — |
| DUOL | Duolingo | $146.13 -0.61% | $6.84B | 18.3% | 72.7% | 17.3x |
| FSLY | Fastly | $24.95 +9.86% | $3.97B | 23.3% | 61.5% | — |
| BRZE | Braze | $31.06 +1.14% | $3.5B | 30.2% | 66.5% | — |
| NVTS | Navitas Semiconductor | $12.97 +0% | $3.39B | -27.3% | 38.1% | — |
| AMBA | Ambarella | $73.73 +1.77% | $3.23B | 16.9% | 58.8% | — |
| SPSC | SPS Commerce | $81.09 +2.09% | $2.92B | 5.6% | 69.8% | 39x |
| AVPT | AvePoint | $13.37 +1.83% | $2.83B | 22% | 73.5% | 43.1x |
| ALRM | Alarm.com | $57.51 +0.79% | $2.82B | 9.2% | 65.8% | 25.5x |
| CLBT | Cellebrite DI | $11.05 -2.3% | $2.77B | 15.8% | 83% | 48x |
| RAMP | LiveRamp Holdings | $37.58 -0.19% | $2.28B | 9.8% | 70.8% | 15.7x |
| ASAN | Asana | $9.58 +0.84% | $2.27B | 9.5% | 88.5% | — |
| NCNO | nCino | $20.62 +1.28% | $2.26B | 10.6% | 61.6% | 171.8x |
| ALKT | Alkami Technology | $20.38 +2.36% | $2.18B | 15.9% | 57.4% | — |
| PDFS | PDF Solutions | $45.65 +1.87% | $1.93B | 18.9% | 71.5% | 182.6x |
| LSPD | Lightspeed Commerce | $10.61 +2.12% | $1.37B | 5.8% | 43.1% | — |
| CEVA | CEVA Inc | $27.99 -0.5% | $788M | 13.1% | 87.5% | — |
| SSYS | Stratasys | $7.90 +0.51% | $691.9M | -0.3% | 42.4% | — |
| YEXT | Yext | $6.35 +1.76% | $636.6M | -1.4% | 74.8% | 79.4x |
| XPER | Xperi | $6.25 +1.63% | $304.8M | 8.1% | 72% | — |
| TTGT | TechTarget | $3.82 -1.55% | $276.3M | -3.2% | 59.2% | — |
| DOMO | Domo | $3.80 +0.8% | $178.7M | -0.9% | 74.9% | — |
| LPSN | LivePerson | $2.83 +3.28% | $34.9M | -11.9% | 71.8% | — |
Análisis y Contexto
Este screener sectorial muestra actualmente 26 acciones del segmento seleccionado — actualizado diariamente. El P/E medio es de 64.4x. El crecimiento medio de ingresos es del 10.9%. 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 20.6% 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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