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 |
|---|---|---|---|---|---|---|
| DOCN | DigitalOcean | $166.38 -3.98% | $17.36B | 22.4% | 58.5% | 72.7x |
| TOST | Toast | $24.24 -1.7% | $14.06B | 21.9% | 26.4% | 36.2x |
| DUOL | Duolingo | $127.25 +1.35% | $5.93B | 26.5% | 72.7% | 14.6x |
| NVTS | Navitas Semiconductor | $23.70 -1.33% | $5.77B | -38.7% | 30.1% | — |
| APPF | AppFolio | $144.38 -4.7% | $5.11B | 20.4% | 63.8% | 34.4x |
| GTLB | GitLab | $25.83 -2.75% | $4.36B | 23.1% | 86.8% | — |
| AMBA | Ambarella | $70.71 +1.06% | $3.1B | 16.9% | 58.8% | — |
| CLBT | Cellebrite DI | $12.42 -3.2% | $3.1B | 19.3% | 83.9% | 44.4x |
| PDFS | PDF Solutions | $64.95 -0.63% | $2.72B | 25.9% | 72.1% | 360.8x |
| FSLY | Fastly | $17.17 -4.08% | $2.69B | 19.8% | 59.4% | — |
| RAMP | LiveRamp Holdings | $37.61 -0.34% | $2.26B | 9.2% | 70.7% | 16.9x |
| BRZE | Braze | $19.21 -4.24% | $2.16B | 30.2% | 66.5% | — |
| ALRM | Alarm.com | $43.70 -1.53% | $2.16B | 11% | 65.8% | 18.1x |
| AVPT | AvePoint | $9.97 -4.23% | $2.11B | 26% | 73.7% | 49.9x |
| SPSC | SPS Commerce | $54.86 +3.26% | $2.01B | 5.8% | 69.3% | 22.8x |
| ASAN | Asana | $6.75 -2.46% | $1.6B | 9.5% | 88.5% | — |
| NCNO | nCino | $14.59 -1.42% | $1.6B | 10.6% | 61.6% | 121.6x |
| ALKT | Alkami Technology | $14.59 -0.61% | $1.56B | 28.9% | 57.8% | — |
| CEVA | CEVA Inc | $48.41 -2.63% | $1.35B | 11.5% | 87.2% | — |
| LSPD | Lightspeed Commerce | $9.09 -3.3% | $1.25B | 14.7% | 42.9% | — |
| SSYS | Stratasys | $8.63 -3.25% | $749.2M | -2.5% | 42.4% | — |
| YEXT | Yext | $3.94 +3.68% | $395M | -1.4% | 74.8% | 49.3x |
| XPER | Xperi | $7.97 +0.38% | $384.7M | 0.2% | 72% | — |
| TTGT | TechTarget | $3.58 -0.56% | $258.8M | 2.1% | 59.6% | — |
| DOMO | Domo | $2.30 -4.96% | $103.8M | -0.9% | 74.9% | — |
| LPSN | LivePerson | $1.96 -2.49% | $23.9M | -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 70.1x. La croissance moyenne du chiffre d'affaires est de 11.6%. 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 41.4% 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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