Data Infrastructure & Developer Ops
10 tickers
| Revenue ($B) | EBITDA ($B) | uFCF ($B) | Net Inc ($B) | Rev Gr (%) | EBITDA Mar (%) | uFCF Mar (%) | EV/Rev (x) | EV/EBITDA (x) | EV/uFCF (x) | P/E (x) | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Palantir Technologies Inc | 137.08 | ▼0.2 | 313.3 | 305.5 | 7.7 | 11.2 | 1.8 | 2.7 | 1.8 | 2.6 | 3.9 | 4.8 | 47.8 | 45.2 | 23.9 | 23.9 | 23.2 | 23.2 | 39.5 | 27.2 | 165.6 | 114.1 | 170.4 | 117.4 | 94.0 | 65.9 |
| International Business Machines | 254.31 | ▲0.5 | 242.2 | 301.1 | 71.5 | 74.6 | 14.6 | 15.3 | 13.7 | 14.3 | 11.7 | 12.6 | 3.7 | 4.4 | 20.4 | 20.4 | 19.1 | 19.1 | 4.2 | 4.0 | 20.6 | 19.7 | 22.0 | 21.1 | 20.4 | 18.9 |
| Snowflake Inc | 171.80 | ▲3.8 | 59.9 | 58.6 | 5.8 | 7.2 | 0.2 | 0.4 | 0.1 | 0.2 | 0.5 | 0.8 | 24.1 | 24.0 | 3.4 | 5.6 | 1.2 | 3.4 | 10.1 | 8.1 | 295.9 | 146.5 | 814.1 | 240.6 | 96.0 | 72.6 |
| NetApp Inc | 140.99 | ▲13.7 | 27.5 | 27.2 | 7.1 | 7.5 | 2.2 | 2.3 | 2.0 | 2.1 | 1.7 | 1.9 | 4.2 | 5.5 | 30.4 | 30.4 | 27.7 | 27.7 | 3.8 | 3.6 | 12.6 | 11.9 | 13.8 | 13.1 | 16.8 | 15.4 |
| MongoDB Inc | 324.28 | ▲2.1 | 26.1 | 23.8 | 2.9 | 3.4 | 0.7 | 0.9 | 0.7 | 0.9 | 0.4 | 0.6 | 16.4 | 17.3 | 25.6 | 27.6 | 25.4 | 27.4 | 8.3 | 7.1 | 32.4 | 25.6 | 32.7 | 25.8 | 54.8 | 46.5 |
| Atlassian Corp | 85.71 | ▲4.3 | 22.6 | 22.7 | 6.9 | 8.0 | 1.6 | 1.8 | 1.5 | 1.8 | 1.5 | 1.9 | 9.7 | 15.8 | 22.8 | 22.8 | 22.1 | 22.1 | 3.3 | 2.8 | 14.3 | 12.4 | 14.8 | 12.8 | 14.6 | 12.5 |
| JFrog Ltd | 74.07 | ▲3.7 | 8.9 | 8.1 | 0.6 | 0.7 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 | 0.1 | 12.3 | 17.4 | 6.5 | 6.5 | 5.8 | 5.8 | 12.9 | 11.0 | 198.6 | 169.2 | 222.2 | 189.3 | 77.6 | 65.9 |
| Elastic NV | 54.55 | ▲1.3 | 5.7 | 5.0 | 1.9 | 2.1 | 0.4 | 0.4 | 0.4 | 0.4 | 0.3 | 0.2 | 10.3 | 13.5 | 19.8 | 19.8 | 19.5 | 19.5 | 2.7 | 2.3 | 13.4 | 11.8 | 13.6 | 12.0 | 19.8 | 17.2 |
| GitLab Inc | 26.58 | ▲3.7 | 4.5 | 3.2 | 1.1 | 1.3 | 0.3 | 0.4 | 0.3 | 0.4 | 0.1 | 0.2 | 14.9 | 15.6 | 30.6 | 33.4 | 29.5 | 32.3 | 2.9 | 2.5 | 9.6 | 7.6 | 10.0 | 7.9 | 33.1 | 27.5 |
| Commvault Systems, Inc. | 106.58 | ▲0.5 | 4.4 | 4.4 | 1.3 | 1.4 | 0.1 | 0.1 | 0.1 | 0.1 | 0.2 | 0.3 | 7.8 | 11.3 | 7.8 | 7.2 | 7.2 | 6.6 | 3.5 | 3.1 | 44.4 | 43.2 | 48.3 | 47.3 | 20.3 | 18.1 |