41 companies · median 17 of 36 checks · prices as of 2026-09-08
Software and IT services stocks.
Sorted by how many checks each one passes. Sort by any column to see who is cheapest, who is growing, or who has the strongest balance sheet - and how that compares with what is normal for the industry.
Ranked by checks passed
41 of 201 covered companies→The software and IT services companies we cover are not one trade: Intuit (INTU) passes 26 of its 36 checks and Rigetti Computing (RGTI) passes 6, with a median of 17.
→GOOGL, MSFT, META are 72% of the $13.04T we cover here, so a sector average says more about them than about the rest.
 IntuitINTUSells TurboTax, QuickBooks, Credit Karma and Mailchimp to consumers and small businesses.ReportFact sheet | -4.1% | -52.1% | 3 | 4 | 6 | 5 | 6 | 2 | 26/36 |
 MicrosoftMSFTSells Windows, Office and Azure cloud computing to businesses and consumers.ReportFact sheet | -1.1% | +0.6% | 1 | 5 | 5 | 5 | 5 | 4 | 25/36 |
 MetaMETARuns Facebook, Instagram and WhatsApp, and funds a long bet on the next computing platform.ReportFact sheet | -0.5% | -18.2% | 2 | 5 | 6 | 5 | 2 | 4 | 24/36 |
 SalesforceCRMSells Salesforce, the leading cloud software for managing customers, by subscription.ReportFact sheet | -3.9% | +0.2% | 3 | 4 | 6 | 3 | 3 | 5 | 24/36 |
 AirbnbABNBRuns the marketplace for short-term stays and experiences, taking a fee from hosts and guests.ReportFact sheet | -4.1% | +41.0% | 1 | 3 | 6 | 5 | 4 | 5 | 24/36 |
 PalantirPLTRSells data-analysis software to governments and large enterprises.ReportFact sheet | -2.3% | +11.2% | 0 | 6 | 6 | 6 | 1 | 4 | 23/36 |
 UberUBERRuns the ride-hailing and Uber Eats delivery marketplaces, taking a cut of every trip and order.ReportFact sheet | -3.5% | -19.6% | 2 | 4 | 6 | 4 | 3 | 4 | 23/36 |
 AccentureACNThe largest IT consulting firm, helping big companies run and modernise their technology.ReportFact sheet | -4.1% | -28.3% | 3 | 2 | 5 | 3 | 6 | 4 | 23/36 |
 AppLovinAPPSells software that places and prices ads inside mobile apps, driven by its AI engine.ReportFact sheet | -2.7% | -36.4% | 2 | 6 | 6 | 5 | 4 | 0 | 23/36 |
 MastercardMARuns the Mastercard payments network, earning a fee on every card transaction it routes.ReportFact sheet | -1.4% | -1.7% | 2 | 4 | 6 | 3 | 5 | 3 | 23/36 |
 VisaVRuns the Visa payments network, earning a fee on every card transaction it routes.ReportFact sheet | -1.7% | +8.3% | 1 | 3 | 6 | 4 | 4 | 4 | 22/36 |
 ServiceNowNOWSells ServiceNow, cloud software companies use to run IT, HR and customer workflows.ReportFact sheet | -5.0% | -26.6% | 2 | 4 | 5 | 4 | 3 | 4 | 22/36 |
 AdobeADBESells Photoshop, Acrobat and the rest of Creative Cloud and Document Cloud by subscription.ReportFact sheet | -3.5% | -26.3% | 3 | 2 | 6 | 4 | 3 | 4 | 22/36 |
 ToastTOSTSells the point-of-sale system and software restaurants run on, earning most of it on payments.ReportFact sheet | -1.9% | -19.2% | 0 | 5 | 4 | 5 | 3 | 4 | 21/36 |
 AlphabetGOOGLRuns Google search, YouTube and Android, funded by advertising, plus the Google Cloud business.ReportFact sheet | -0.0% | +44.5% | 2 | 5 | 4 | 5 | 2 | 2 | 20/36 |
 PayPalPYPLRuns the PayPal and Venmo digital wallets and processes online payments for merchants.ReportFact sheet | -3.2% | -21.2% | 4 | 3 | 6 | 3 | 3 | 1 | 20/36 |
 The Trade DeskTTDRuns the software advertisers use to buy digital ads across the open internet.ReportFact sheet | -2.8% | -73.1% | 3 | 3 | 6 | 5 | 3 | 0 | 20/36 |
 DuolingoDUOLRuns the Duolingo language-learning app, paid by subscriptions and ads.ReportFact sheet | -5.2% | -46.0% | 2 | 5 | 5 | 4 | 0 | 4 | 20/36 |
 CrowdStrikeCRWDSells cloud-delivered endpoint and cybersecurity software by subscription.ReportFact sheet | -1.5% | +101.2% | 0 | 5 | 3 | 5 | 0 | 5 | 18/36 |
 OracleORCLSells databases and business software, now leaning on cloud infrastructure for AI workloads.ReportFact sheet | +2.4% | -29.4% | 1 | 5 | 4 | 2 | 1 | 4 | 17/36 |
 eBayEBAYRuns the eBay marketplace, taking a fee on each sale.ReportFact sheet | +1.1% | +14.3% | 2 | 4 | 5 | 3 | 3 | 0 | 17/36 |
 RedditRDDTRuns Reddit, funded by ads and by licensing its conversations to AI companies.ReportFact sheet | -3.3% | -37.8% | 1 | 5 | 6 | 4 | 0 | 1 | 17/36 |
 MongoDBMDBSells MongoDB, a database developers use to build applications, mostly as a cloud service.ReportFact sheet | -3.5% | +9.6% | 0 | 6 | 2 | 5 | 1 | 3 | 17/36 |
 AtlassianTEAMSells Jira and Confluence, the software teams use to track work and share knowledge.ReportFact sheet | -6.9% | +2.3% | 0 | 4 | 2 | 2 | 4 | 4 | 16/36 |
 ZillowZRuns Zillow, the property portal, earning from agents, mortgages and rentals.ReportFact sheet | -6.5% | -63.2% | 1 | 5 | 2 | 4 | 2 | 2 | 16/36 |
 EtsyETSYRuns the Etsy marketplace for handmade and vintage goods, taking a fee on each sale.ReportFact sheet | -4.8% | +34.7% | 1 | 4 | 4 | 2 | 4 | 1 | 16/36 |
 DoorDashDASHRuns the largest US food-delivery marketplace, taking a cut of each order.ReportFact sheet | -5.3% | -18.8% | 0 | 6 | 2 | 2 | 1 | 4 | 15/36 |
 SnapSNAPRuns Snapchat, funded by advertising, with a paid subscription tier.ReportFact sheet | -0.7% | -25.7% | 3 | 2 | 1 | 2 | 3 | 4 | 15/36 |
 SnowflakeSNOWSells a cloud data platform, billed on usage, where companies store and query their data.ReportFact sheet | -0.5% | +48.7% | 0 | 4 | 1 | 1 | 3 | 5 | 14/36 |
 DatadogDDOGSells monitoring software that shows engineers what their cloud systems are doing.ReportFact sheet | -1.3% | +54.5% | 0 | 6 | 3 | 4 | 0 | 1 | 14/36 |
 BlockXYZRuns Square for merchants and Cash App for consumers, plus Afterpay buy-now-pay-later.ReportFact sheet | -3.2% | +6.9% | 1 | 2 | 2 | 4 | 3 | 2 | 14/36 |
 ZscalerZSSells cloud-delivered security that sits between workers and the internet.ReportFact sheet | -4.6% | -40.9% | 1 | 3 | 2 | 4 | 0 | 4 | 14/36 |
 LyftLYFTRuns the second US ride-hailing network.ReportFact sheet | -2.9% | -2.5% | 1 | 3 | 2 | 2 | 2 | 4 | 14/36 |
 PinterestPINSRuns Pinterest, the visual discovery app, funded by shopping and brand ads.ReportFact sheet | -1.3% | -46.9% | 1 | 4 | 3 | 3 | 2 | 0 | 13/36 |
 CloudflareNETRuns a global network that speeds up and protects websites and applications.ReportFact sheet | +1.9% | +32.6% | 0 | 4 | 1 | 3 | 0 | 4 | 12/36 |
 RobloxRBLXRuns the Roblox platform where users play and build games, paid in Robux.ReportFact sheet | +3.5% | -64.9% | 1 | 4 | 2 | 2 | 0 | 3 | 12/36 |
 IRENIRENBuilds and runs data centres for bitcoin mining and AI compute.ReportFact sheet | +5.0% | +79.5% | 0 | 3 | 2 | 3 | 0 | 4 | 12/36 |
 Unity SoftwareUSells the Unity game engine and the ads business that monetises mobile games.ReportFact sheet | +2.6% | -2.4% | 0 | 1 | 1 | 4 | 0 | 4 | 10/36 |
 Trump Media & TechnologyDJTRuns Truth Social and a streaming service, and holds a large bitcoin treasury.ReportFact sheet | +2.3% | -44.7% | 0 | 2 | 1 | 3 | 1 | 3 | 10/36 |
 IonQIONQBuilds trapped-ion quantum computers and sells access to them.ReportFact sheet | +2.4% | -3.2% | 0 | 4 | 0 | 2 | 0 | 1 | 7/36 |
 Rigetti ComputingRGTIBuilds superconducting quantum computers and sells access to them.ReportFact sheet | +4.0% | +4.7% | 0 | 2 | 0 | 3 | 0 | 1 | 6/36 |
The filings behind this table close between 2026-03-31 and 2026-07-31, because these companies do not share a fiscal calendar; prices are the close of 2026-09-08. Each name links to its full report; every score is a count of pass-or-fail checks read from that company's own filings.
Where the sector falls short
median score per axis→Value is where the software and IT services companies we cover come up short most often, at a median of 1 of 6, while Growth runs at 4.
| Value | ●○○○○○ | 1 of 6 |
| Growth | ●●●●○○ | 4 of 6 |
| Quality | ●●●●○○ | 4 of 6 |
| Health | ●●●●○○ | 4 of 6 |
| Shareholder returns | ●●○○○○ | 2 of 6 |
| Trend analysis | ●●●●○○ | 4 of 6 |
What a normal margin looks like here
sector percentiles · 245 filers→Gross margin varies widely among software and IT services companies: the middle of the field runs from 40% to 74%, with a midpoint of 62% measured over 245 filers.
| Metric | Bottom third | Midpoint | Top third |
|---|---|---|---|
| Gross margin n=245 | 39.7% | 62.4% | 74.4% |
| Operating margin n=398 | -5.6% | 2.4% | 11.0% |
| Net margin n=409 | -6.7% | 1.2% | 9.4% |
| Return on equity n=346 | -7.3% | 3.0% | 13.3% |
Who grows, and who keeps it
every company in the industry→MSFT, META, ORCL, V, MA, ADBE, INTU, ABNB, APP do both: growing faster than this industry's middle and keeping more of each sale than it does. The industry's middle is 10% growth on a 14% margin. XYZ, LYFT do neither.
A year of price
not a fact about the business→17 of 41 are up over twelve months and the median move is -3.2% - CrowdStrike (CRWD) at +101.2% against The Trade Desk (TTD) at -73.1%. Price is not a fact about a business, and the Trend chapter of each report says what it is measured on.
Head to head
3 pairsThe table above gives the order. These put two of them in one column each, so you can see where the difference actually is.