Tech USA
Enterprise Software
Il software enterprise include le soluzioni destinate alle aziende — dai gestionali ai sistemi di sicurezza, dai tool di produttività alle piattaforme di IT services. Il tema è centrale per capire dove si concentra la spesa tecnologica corporate e quali modelli di business (licenze vs abbonamento) generano ricavi ricorrenti più prevedibili.
Titoli
51P/E medio
48.34ROE medio
17.63%Titoli Enterprise Software
51 assetTICKER
P/E
ROE
2413
M3, Inc.
26.2
12.6%
→
3697
Shift Inc.
21.3
22.6%
→
4307
Nomura Research Institute, Ltd.
191.9
3.6%
→
6532
Baycurrent, Inc.
27.4
35.8%
→
6701
Nec Corp.
21.4
12.6%
→
6702
Fujitsu Ltd.
19.2
15.6%
→
ACN
Accenture
11.0
24.4%
→
ADBE
Adobe Inc.
12.6
63.0%
→
ADP
Automatic Data Processing
22.6
71.2%
→
ADSK
Autodesk
30.3
50.4%
→
BBAI
BigBear.ai
—
-58.4%
→
BR
Broadridge Financial Solutions
15.4
42.3%
→
BVI
Bureau Veritas
21.0
32.2%
→
CAP
Capgemini
10.2
13.7%
→
CCC
Computacenter
30.5
18.3%
→
CDNS
Cadence Design Systems
87.0
20.7%
→
CDW
CDW Corporation
16.2
44.2%
→
CRM
Salesforce Inc.
19.2
16.9%
→
CTSH
Cognizant
9.1
14.9%
→
DDOG
Datadog Inc.
667.6
3.9%
→
DSY
Dassault Systèmes
20.3
13.4%
→
EFX
Equifax
30.3
14.4%
→
EXPN
Experian
21.8
28.3%
→
FICO
Fair Isaac
40.3
—
→
FIS
Fidelity National Information
8.1
17.2%
→
GRAB
Grab Holdings
97.5
4.8%
→
HUBS
HubSpot Inc.
101.1
5.0%
→
IBM
IBM
25.6
35.8%
→
INTU
Intuit Inc.
16.8
22.5%
→
IT
Gartner
13.5
94.9%
→
JKHY
Jack Henry & Associates
20.5
24.9%
→
LDOS
Leidos Holdings Inc.
10.0
30.6%
→
MSTR
Strategy (MicroStrategy)
—
-30.8%
→
NOW
ServiceNow Inc.
63.3
16.1%
→
PAYX
Paychex
21.7
—
→
PTC
PTC Inc.
12.0
34.4%
→
ROP
Roper Technologies
22.7
9.0%
→
SAP
SAP SE
22.9
16.4%
→
SGE
Sage Group
21.2
75.6%
→
SHOP
Shopify Inc.
117.1
11.3%
→
SNOW
Snowflake Inc.
—
-54.9%
→
SOUN
SoundHound AI
—
-39.4%
→
TDOC
Teladoc Health Inc.
—
-12.4%
→
TEAM
Atlassian Corporation
—
-19.3%
→
TXG
10x Genomics
—
-3.0%
→
TYL
Tyler Technologies
43.9
8.9%
→
UBER
Uber Technologies
18.5
35.3%
→
VEEV
Veeva Systems Inc.
34.1
13.9%
→
VRSK
Verisk Analytics
28.8
—
→
WDAY
Workday Inc.
42.2
10.9%
→
ZM
Zoom Video Communications
12.8
21.9%
→
2413
M3, Inc.
P/E 26.2
3697
Shift Inc.
P/E 21.3
4307
Nomura Research Institute, Ltd.
P/E 191.9
6532
Baycurrent, Inc.
P/E 27.4
6701
Nec Corp.
P/E 21.4
6702
Fujitsu Ltd.
P/E 19.2
ACN
Accenture
P/E 11.0
ADBE
Adobe Inc.
P/E 12.6
ADP
Automatic Data Processing
P/E 22.6
ADSK
Autodesk
P/E 30.3
BBAI
BigBear.ai
P/E —
BR
Broadridge Financial Solutions
P/E 15.4
BVI
Bureau Veritas
P/E 21.0
CAP
Capgemini
P/E 10.2
CCC
Computacenter
P/E 30.5
CDNS
Cadence Design Systems
P/E 87.0
CDW
CDW Corporation
P/E 16.2
CRM
Salesforce Inc.
P/E 19.2
CTSH
Cognizant
P/E 9.1
DDOG
Datadog Inc.
P/E 667.6
DSY
Dassault Systèmes
P/E 20.3
EFX
Equifax
P/E 30.3
EXPN
Experian
P/E 21.8
FICO
Fair Isaac
P/E 40.3
FIS
Fidelity National Information
P/E 8.1
GRAB
Grab Holdings
P/E 97.5
HUBS
HubSpot Inc.
P/E 101.1
IBM
IBM
P/E 25.6
INTU
Intuit Inc.
P/E 16.8
IT
Gartner
P/E 13.5
JKHY
Jack Henry & Associates
P/E 20.5
LDOS
Leidos Holdings Inc.
P/E 10.0
MSTR
Strategy (MicroStrategy)
P/E —
NOW
ServiceNow Inc.
P/E 63.3
PAYX
Paychex
P/E 21.7
PTC
PTC Inc.
P/E 12.0
ROP
Roper Technologies
P/E 22.7
SAP
SAP SE
P/E 22.9
SGE
Sage Group
P/E 21.2
SHOP
Shopify Inc.
P/E 117.1
SNOW
Snowflake Inc.
P/E —
SOUN
SoundHound AI
P/E —
TDOC
Teladoc Health Inc.
P/E —
TEAM
Atlassian Corporation
P/E —
TXG
10x Genomics
P/E —
TYL
Tyler Technologies
P/E 43.9
UBER
Uber Technologies
P/E 18.5
VEEV
Veeva Systems Inc.
P/E 34.1
VRSK
Verisk Analytics
P/E 28.8
WDAY
Workday Inc.
P/E 42.2
ZM
Zoom Video Communications
P/E 12.8