Comparable Company Analysis
Trading multiples and operating metrics across the universe. Snapshot: 2026-08-04.
20 companies
Sector
AllApplication SoftwareInfrastructure & Data SoftwareCybersecurityFintechInternet & Digital CommerceConsumer Internet, Media & GamingHealthcare ServicesMedical Devices & DiagnosticsSemiconductorsPharma & BiotechIndustrial, Aerospace & DefenseFinancial ServicesBusiness ServicesUtilitiesEnergyMaterialsTransportationConsumer DiscretionaryConsumer StaplesReal EstateCommunications & Telecom
NTM Growth %
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EV / NTM Rev (x)
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Mkt Cap ($B)
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Showing 20 of 20 companies
| Company | Mkt Cap ↓ | EV | EV / LTM Rev | EV / NTM Rev | EV / LTM EBITDA | EV / NTM EBITDA | NTM Growth | Gross Margin | EBITDA Margin | FCF Margin | Rule of 40 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Median | 8.3x | 6.2x | 43.4x | 17.2x | 27.4% | 73.8% | 5.0% | 23.7% | 51.4% | |||
| Mean | 11.9x | 8.7x | 256.2x | 60.5x | 29.2% | 71.2% | 3.3% | 14.0% | 43.2% | |||
| GOOGLAlphabet Inc. | $4.59T | $4.46T | 11.1x | 8.0x | 24.8x | 21.4x | 39.2% | 60.9% | 73.0% | 13.2% | 52.4% | |
| MSFTMicrosoft Corporation | $3.69T | $3.74T | 11.3x | 9.4x | 18.0x | 17.2x | 19.7% | 67.9% | 62.5% | 20.2% | 39.8% | |
| ORCLOracle Corporation | $424.47B | $548.76B | 8.1x | 5.7x | 17.1x | 14.2x | 44.0% | 65.8% | 47.7% | -35.2% | 8.8% | |
| SNOWSnowflake Inc. | $111.03B | $110.84B | 23.7x | 16.1x | — | 442.4x | 47.3% | 67.1% | -18.6% | 25.0% | 72.2% | |
| NETCloudflare, Inc. | $107.26B | $106.61B | 49.2x | 32.5x | 1007.6x | 111.9x | 51.1% | 73.3% | 5.9% | 16.4% | 67.5% | |
| DDOGDatadog, Inc. | $102.55B | $99.08B | 28.9x | 20.2x | 511.2x | 155.2x | 43.1% | 79.9% | 6.2% | 31.5% | 74.6% | |
| MDBMongoDB, Inc. | $30.43B | $28.03B | 11.4x | 8.7x | — | 31.4x | 31.3% | 72.0% | 0.9% | 24.3% | 55.7% | |
| TEAMAtlassian Corporation | $28.92B | $29.03B | 5.6x | 3.9x | 1208.1x | 17.1x | 42.9% | 83.9% | -0.3% | 23.1% | 66.0% | |
| NTNXNutanix, Inc. | $16.65B | $16.16B | 6.4x | 5.0x | 55.2x | — | 26.2% | 87.1% | 12.8% | 30.4% | 56.6% | |
| UUnity Software Inc. | $15.40B | $15.49B | 8.4x | 6.7x | 172.6x | — | 25.4% | 59.4% | -8.2% | 25.0% | 50.5% | |
| DOCNDigitalOcean Holdings, Inc. | $15.11B | $15.71B | 17.4x | 10.4x | 43.4x | 17.0x | 68.4% | 57.2% | 36.5% | 11.8% | 80.1% | |
| DTDynatrace, Inc. | $13.27B | $12.26B | 6.1x | 5.0x | 37.9x | 26.8x | 21.2% | 81.6% | 16.0% | 26.1% | 47.4% | |
| CFLTConfluent, Inc. | $11.08B | $10.13B | 8.7x | 6.8x | — | 28.8x | 28.5% | 74.3% | -23.2% | 4.3% | 32.9% | |
| FROGJFrog Ltd. | $10.44B | $9.72B | 18.3x | 13.9x | — | 92.6x | 31.4% | 77.5% | -5.6% | 28.5% | 59.8% | |
| ESTCElastic N.V. | $7.40B | $6.61B | 3.8x | 3.2x | 190.8x | 12.9x | 19.1% | 76.1% | 4.1% | 18.5% | 37.7% | |
| GTLBGitLab Inc. | $6.18B | $4.82B | 5.0x | 4.0x | — | 9.7x | 25.9% | 86.7% | -0.6% | 27.6% | 53.4% | |
| FSLYFastly, Inc. | $3.85B | $3.91B | 6.3x | 5.1x | — | 15.1x | 22.9% | 58.7% | -0.2% | 8.8% | 31.7% | |
| PRGSProgress Software Corporation | $1.72B | $2.94B | 3.0x | 2.9x | 18.6x | 10.2x | 2.3% | 79.2% | 28.6% | 31.2% | 33.6% | |
| AIC3.ai, Inc. | $1.51B | $944M | 3.8x | 4.1x | — | — | -8.0% | 30.9% | -183.5% | -76.2% | -84.2% | |
| PDPagerDuty, Inc. | $1.02B | $986M | 2.0x | 2.0x | 24.9x | 4.5x | 1.8% | 85.0% | 11.4% | 25.4% | 27.2% |