SaaS Software Stocks
Software-as-a-Service stocks — recurring revenue businesses with high gross margins and strong customer retention, the gold standard of modern business models.
| Ticker | Société | Cours | Capitalisation | Crois. CA | Marge brute | PER |
|---|---|---|---|---|---|---|
| TOST | Toast | $34.47 -0.72% | $19.92B | 23.1% | 26.8% | 43.6x |
| DOCN | DigitalOcean | $124.09 +1.52% | $14.51B | 28.6% | 57.2% | 56.4x |
| APPF | AppFolio | $198.74 +2.39% | $7.04B | 19.3% | 63.5% | 45.3x |
| GTLB | GitLab | $38.97 +9.22% | $6.58B | 23.1% | 86.8% | — |
| DUOL | Duolingo | $130.90 +6.79% | $6.12B | 18.3% | 72.7% | 15.5x |
| CLBT | Cellebrite DI | $16.01 +3.56% | $3.99B | 19.3% | 83.9% | 57.2x |
| AMBA | Ambarella | $86.78 +3.57% | $3.81B | 16.9% | 58.8% | — |
| FSLY | Fastly | $22.96 +1.23% | $3.66B | 23.3% | 61.5% | — |
| NVTS | Navitas Semiconductor | $13.89 +12.02% | $3.63B | -27.3% | 38.1% | — |
| BRZE | Braze | $26.54 +3.23% | $2.99B | 30.2% | 66.5% | — |
| ALRM | Alarm.com | $57.53 +2.2% | $2.85B | 11% | 65.8% | 23.9x |
| AVPT | AvePoint | $12.79 +0% | $2.71B | 26% | 73.7% | 64x |
| SPSC | SPS Commerce | $73.38 +1.96% | $2.64B | 5.6% | 69.8% | 35.3x |
| RAMP | LiveRamp Holdings | $37.82 +0% | $2.3B | 9.8% | 70.8% | 15.8x |
| ASAN | Asana | $9.27 +6.8% | $2.2B | 9.5% | 88.5% | — |
| ALKT | Alkami Technology | $19.73 +0.2% | $2.11B | 15.9% | 57.4% | — |
| NCNO | nCino | $19.17 +0.95% | $2.1B | 10.6% | 61.6% | 159.8x |
| PDFS | PDF Solutions | $49.45 +7.73% | $2.07B | 25.9% | 72.1% | 274.7x |
| LSPD | Lightspeed Commerce | $10.46 +2.2% | $1.35B | 5.8% | 43.1% | — |
| CEVA | CEVA Inc | $38.67 +8.65% | $1.08B | 11.5% | 87.2% | — |
| SSYS | Stratasys | $8.91 +1.89% | $773.9M | -2.5% | 42.4% | — |
| YEXT | Yext | $5.74 +2.96% | $574.9M | -1.4% | 74.8% | 71.7x |
| XPER | Xperi | $7.15 +4.23% | $345.1M | 8.1% | 72% | — |
| TTGT | TechTarget | $3.84 -10.9% | $277.6M | 2.1% | 59.6% | — |
| DOMO | Domo | $3.91 +2.89% | $183.9M | -0.9% | 74.9% | — |
| LPSN | LivePerson | $2.62 +18.55% | $32.3M | -12% | 71.7% | — |
Analyse et contexte
Ce filtre sectoriel affiche actuellement 26 actions du segment sélectionné — mis à jour quotidiennement. Le PER moyen est de 71.9x. La croissance moyenne du chiffre d'affaires est de 11.5%. Les secteurs traversent des phases cycliques fortement corrélées aux facteurs macroéconomiques — taux d'intérêt, croissance du PIB, prix des matières premières et environnement réglementaire animent la dynamique sectorielle. Les analystes voient un potentiel moyen de 21.8% sur ces titres. Comparez les ratios à la moyenne du secteur pour identifier les sur- et sous-évaluations relatives. La concentration sectorielle augmente le risque du portefeuille — maintenez une diversification adéquate entre industries et modèles économiques.
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