23 Software - Application companies are scored. Their average composite is 64.8, and 0 are in the A range (76+). The leader is Adobe Inc. (ADBE) at 72.7 (B+). This industry belongs to the Technology sector.
| # | Company | Composite | Grade | Industry opportunity | Stock selection | KPI momentum | Catalyst watch | Price | Expansion | Quality | Trend | Valuation gap |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Adobe Inc. (ADBE) | 72.7 | B+ | 84 | 90 | 92 | 80 | 85 | 39 | 87 | 35 | -0.5% |
| 2 | DocuSign Inc. (DOCU) | 72.5 | B+ | 84 | 85 | 86 | 80 | 64 | 41 | 72 | 69 | +6.8% |
| 3 | Snowflake Inc. (SNOW) | 70.4 | B+ | 84 | 90 | 99 | 74 | 13 | 78 | 35 | 73 | -36.2% |
| 4 | Salesforce Inc. (CRM) | 70.2 | B+ | 84 | 87 | 99 | 74 | 68 | 39 | 64 | 61 | +1.3% |
| 5 | Workday Inc. (WDAY) | 70.2 | B+ | 84 | 84 | 88 | 79 | 62 | 51 | 59 | 56 | -5.0% |
| 6 | Autodesk Inc. (ADSK) | 67.1 | B | 84 | 85 | 82 | 77 | 59 | 51 | 85 | 38 | -5.7% |
| 7 | Datadog Inc. (DDOG) | 66.8 | B | 84 | 83 | 81 | 78 | 18 | 69 | 50 | 81 | -23.1% |
| 8 | Roper Technologies Inc. (ROP) | 66.8 | B | 84 | 81 | 79 | 79 | 58 | 31 | 58 | 53 | +6.1% |
| 9 | PTC Inc. (PTC) | 65.2 | B | 84 | 78 | 77 | 79 | 53 | 34 | 76 | 55 | +7.6% |
| 10 | Shopify Inc. (SHOP) | 65.0 | B | 84 | 78 | 84 | 78 | 18 | 71 | 57 | 58 | -28.2% |
| 11 | Automatic Data Processing Inc. (ADP) | 64.7 | B | 84 | 78 | 75 | 77 | 48 | 22 | 69 | 66 | -1.7% |
| 12 | HubSpot Inc. (HUBS) | 64.7 | B | 84 | 68 | 49 | 66 | 64 | 63 | 60 | 32 | -26.3% |
| 13 | Cadence Design Systems Inc. (CDNS) | 64.4 | B | 84 | 82 | 80 | 81 | 23 | 54 | 76 | 39 | -1.8% |
| 14 | Zoom Video Communications Inc. (ZM) | 63.8 | B- | 84 | 75 | 67 | 80 | 61 | 18 | 68 | 52 | +11.0% |
| 15 | Atlassian Corporation (TEAM) | 63.3 | B- | 84 | 76 | 65 | 65 | 25 | 38 | 46 | 77 | -3.8% |
| 16 | Lyft Inc. (LYFT) | 63.2 | B- | 84 | 84 | 94 | 71 | 73 | 50 | 44 | 39 | -21.4% |
| 17 | Fair Isaac Corporation (FICO) | 62.8 | B- | 84 | 86 | 90 | 78 | 64 | 41 | 88 | 10 | -33.6% |
| 18 | Uber Technologies Inc. (UBER) | 62.8 | B- | 84 | 81 | 86 | 63 | 63 | 42 | 56 | 29 | -20.8% |
| 19 | Paychex Inc. (PAYX) | 62.6 | B- | 84 | 79 | 76 | 74 | 54 | 26 | 74 | 55 | -9.8% |
| 20 | ServiceNow Inc. (NOW) | 61.9 | B- | 84 | 78 | 80 | 77 | 34 | 56 | 55 | 53 | -13.7% |
| 21 | Intuit Inc. (INTU) | 59.8 | B- | 84 | 67 | 48 | 73 | 74 | 36 | 77 | 20 | -19.8% |
| 22 | Tyler Technologies Inc. (TYL) | 59.6 | B- | 84 | 78 | 84 | 71 | 44 | 36 | 52 | 39 | -7.7% |
| 23 | Strategy Inc (MSTR) | 49.2 | C | 84 | 66 | 63 | 67 | 20 | 8 | 19 | 23 | -43.6% |
The composite score (0–100, graded A+ to D-) blends research signals from each earnings call with fundamental lenses from SEC filings and market prices. Research signals: Industry opportunity, Stock selection, KPI momentum and Catalyst watch, read from what management said and whether it delivered. Fundamental lenses: Price (valuation), Expansion (growth), Quality (profitability) and Trend (momentum). Scores are recalculated every night and after every earnings call. The valuation gap compares the actual price path with the path the stock's market, sector and industry moves explain; it is a model comparison, not a fair-value estimate.
General information, not investment advice.