Each dot is one of the 122 Infrastructure Software stocks, sized by market cap. The median Revenue Growth (1y) (TTM) is 13.7% and the median P/E 30.39. Pinned to the edge: 4 outliers on X and 13 on Y.
Quadrants split at the medians. Hover a dot for its true values; click to open the company. Outliers are more than 3× the interquartile range beyond the quartiles.
| # | Industry | ||||
|---|---|---|---|---|---|
| 1 | NVDANvidia | 83.4%OUT | 27.13 | $5.23T | Semiconductor Design |
| 2 | MSFTMicrosoft | 17.8% | 29.51 | $3.95T | Cloud Platforms |
| 3 | AVGOBroadcom | 48.7% | 41.28 | $1.58T | Semiconductor Design |
| 4 | MAMastercard | 16.0% | 33.33 | $541.86B | Payment Networks |
| 5 | PLTRPalantir Technologies | 78.9%OUT | 158.72OUT | $478.81B | Analytics and BI |
| 6 | CSCOCisco Systems | 11.8% | 32.93 | $436.83B | Networking Equipment |
| 7 | ORCLOracle | 21.6% | 19.86 | $373.79B | ERP Software |
| 8 | PANWPalo Alto Networks | 24.5% | 957.45OUT | $293.94B | Cybersecurity Software |
| 9 | CRWDCrowdStrike Holdings | 24.3% | 4,575OUT | $267.45B | Cybersecurity Software |
| 10 | IBMInternational Business Machines | 7.9% | 22.17 | $237.80B | Cloud Platforms |
| 11 | ANETArista Networks | 32.6% | 55.86 | $225.94B | Server and Storage Hardware |
| 12 | CRMSalesforce | 11.2% | 20.75 | $200.53B | CRM and Sales Software |
| 13 | NOWServiceNow | 22.2% | 96.56 | $161.26B | Business Process Automation |
| 14 | FTNTFortinet | 18.8% | 63.71 | $135.11B | Cybersecurity Software |
| 15 | ADBEAdobe | 12.0% | 13.80 | $100.56B | Creative Software |
| 16 | DDOGDatadog | 31.5% | 566.10OUT | $100.53B | IT Operations Software |
| 17 | GDGeneral Dynamics | 9.1% | 21.36 | $95.86B | Defense |
| 18 | MSIMotorola Solutions | 10.3% | 37.70 | $80.44B | Defense |
| 19 | SLBSlb | 2.5% | 25.47 | $78.97B | Oilfield Services |
| 20 | ALLAllstate | 5.9% | 4.95 | $65.32B | Property and Casualty Insurance |
| 21 | ROKRockwell Automation | 11.3% | 39.99 | $48.02B | Industrial Machinery |
| 22 | NTAPNetApp | 12.2% | 30.92 | $43.85B | Server and Storage Hardware |
| 23 | TWLOTwilio | 17.8% | 35.11 | $40.33B | Communications Platforms |
| 24 | NBISNebius | 506.9%OUT | 43.68 | $39.12B | Cloud Platforms |
| 25 | OKTAOkta | 11.2% | 130.50 | $38.63B | Identity and Access Management |
| 26 | CHTChunghwa Telecom | 8.3% | 27.90 | $37.35B | Wireless Carriers |
| 27 | UIUbiquiti | 27.2% | 37.09 | $35.62B | Networking Equipment |
| 28 | AXONAxon Enterprise | 34.6% | 169.86OUT | $33.85B | Cybersecurity Software |
| 29 | MDBMongoDB | 25.5% | 529.46OUT | $31.18B | Data Infrastructure |
| 30 | RDDTReddit | 66.6% | 30.23 | $26.33B | Social Media |
| 31 | FFIVF5 | 9.4% | 36.14 | $26.26B | Cybersecurity Software |
| 32 | IOTSamsara | 29.5% | 284.86OUT | $25.80B | Supply Chain Software |
| 33 | ROKURoku | 18.5% | 65.60 | $23.30B | Operating Systems |
| 34 | BRBroadridge Financial Solutions | 8.5% | 18.71 | $21.04B | Business Process Automation |
| 35 | EFXEquifax | 10.9% | 27.84 | $20.68B | Credit Bureaus |
| 36 | NTNXNutanix | 12.4% | 12.90 | $19.50B | Cloud Platforms |
| 37 | FISFidelity National Information Services | 18.3% | 5.62 | $18.94B | ERP Software |
| 38 | DTDynatrace | 17.9% | 124.94 | $18.91B | IT Operations Software |
| 39 | ZBRAZebra Technologies | 12.7% | 34.40 | $18.54B | Electronic Components |
| 40 | CHKPCheck Point Software Technologies | 4.6% | 16.40 | $17.20B | Cybersecurity Software |
| 41 | DOCUDocusign | 8.6% | 48.99 | $16.16B | Compliance Software |
| 42 | GENGen Digital | 20.2% | 13.83 | $14.56B | Cybersecurity Software |
| 43 | AKAMAkamai Technologies | 5.9% | 34.75 | $14.28B | Content Delivery Networks |
| 44 | CSGPCostar | 22.0% | 181.90OUT | $13.39B | Real Estate Software |
| 45 | SRADSportradar Group AG | 24.7% | 646.86OUT | $12.90B | Data Infrastructure |
| 46 | ESTCElastic | 16.2% | 29.58 | $11.11B | Data Infrastructure |
| 47 | DOCNDigitalOcean Holdings | 21.4% | 45.47 | $10.70B | Cloud Platforms |
| 48 | CGNXCognex | 17.1% | 54.36 | $9.50B | Industrial Machinery |
| 49 | DSGXDescartes Systems | 13.2% | 42.78 | $8.04B | Supply Chain Software |
| 50 | QLYSQualys | 10.4% | 37.85 | $7.82B | Cybersecurity Software |
| 51 | BZKanzhun | 51.0% | 11.21 | $7.48B | HR Software |
| 52 | PATHUiPath | 15.0% | 20.31 | $7.35B | Business Process Automation |
| 53 | CVLTCommvault Systems | 15.5% | 101.28 | $6.92B | Cybersecurity Software |
| 54 | OTEXOpen Text | 1.5% | 10.69 | $6.88B | Productivity Software |
| 55 | GGenpact | 6.5% | 11.65 | $6.79B | Consulting |
| 56 | PEGAPegasystems | 0.9% | 20.19 | $5.95B | Business Process Automation |
| 57 | ACIWAci Worldwide | 7.0% | 24.94 | $5.63B | Payment Processing |
| 58 | BBBlackberry | 14.4% | 67.53 | $5.43B | Embedded Software |
| 59 | TENBTenable Holdings | 9.9% | 783.75OUT | $5.28B | Cybersecurity Software |
| 60 | MNDYMonday.Com | 24.2% | 43.45 | $5.27B | Productivity Software |
| 61 | YOUClear Secure | 19.8% | 30.75 | $4.55B | Identity and Access Management |
| 62 | QTWOQ2 Holdings | 13.9% | 46.93 | $4.32B | Digital Banking |
| 63 | FRSHFreshworks | 15.6% | 22.36 | $4.14B | CRM and Sales Software |
| 64 | ITRIItron | -5.7% | 14.01 | $3.84B | Electrical Equipment |
| 65 | FAFirst Advantage | 32.9% | 142.49 | $3.58B | Identity and Access Management |
| 66 | LIFLife360 | 34.0% | 24.14 | $3.56B | AI Platforms |
| 67 | AVPTAvePoint | 25.0% | 49.41 | $3.53B | IT Operations Software |
| 68 | TDCTeradata | 1.0% | 7.23 | $3.31B | Data Infrastructure |
| 69 | CXTCrane NXT | 17.3% | 23.33 | $3.27B | Industrial Machinery |
| 70 | ALRMAlarm.com Holdings | 8.7% | 26.74 | $3.15B | Cybersecurity Software |
| 71 | CLBTCellebrite DI | 17.8% | 50.00 | $2.94B | Cybersecurity Software |
| 72 | DGIIDigi International | 20.3% | 59.77 | $2.91B | Networking Equipment |
| 73 | DXCDXC Technology | -2.4% | 21.13 | $2.62B | IT Services |
| 74 | PLUSEplus | 16.2% | 17.56 | $2.51B | Technology Distribution |
| 75 | ADEAAdeia | 24.3% | 19.48 | $2.39B | Semiconductor EDA Software |
| 76 | RAMPLiveRamp Holdings | 8.9% | 14.84 | $2.31B | Marketing Software |
| 77 | DAOYoudao | 10.2% | 95.24 | $2.27B | Education Technology |
| 78 | UPSTUpstart Holdings | 48.6% | 36.88 | $2.23B | Digital Lending |
| 79 | ZDZiff Davis | -0.7% | 3.26 | $2.10B | Publishing |
| 80 | GLOBGlobant | -1.3% | 17.12 | $1.94B | IT Services |
| 81 | ATENA10 Networks | 12.2% | 44.15 | $1.90B | Networking Equipment |
| 82 | PRGSProgress Software | 6.4% | 20.48 | $1.89B | Developer Tools |
| 83 | PDFSPdf Solutions | 23.0% | 163.94OUT | $1.69B | Semiconductor EDA Software |
| 84 | OPRAOpera | 23.1% | 12.41 | $1.57B | Operating Systems |
| 85 | RDWRRadware | 10.0% | 81.66 | $1.38B | Cybersecurity Software |
| 86 | PDPagerDuty | 2.3% | 7.34 | $1.36B | IT Operations Software |
| 87 | ARLOArlo Technologies | 15.6% | 42.91 | $1.31B | Computer Vision |
| 88 | RPDRapid7 | 0.1% | 58.55 | $1.18B | Cybersecurity Software |
| 89 | XPELXpel | 13.2% | 21.53 | $1.18B | Auto Parts |
| 90 | RDVTRed Violet | 20.2% | 69.13 | $1.13B | Identity and Access Management |
| 91 | YELPYelp | 1.5% | 8.40 | $1.06B | Social Media |
| 92 | TUYATuya | 7.0% | 14.60 | $1.00B | Cloud Platforms |
| 93 | MITKMitek Systems | 11.1% | 37.80 | $851.77M | Identity and Access Management |
| 94 | OSPNOneSpan | 2.4% | 11.01 | $753.19M | Identity and Access Management |
| 95 | VBNKVersaBank | 28.2% | 30.55 | $746.87M | Money Center Banks |
| 96 | CGNTCognyte Software | 12.0% | 210.85OUT | $735.66M | Analytics and BI |
| 97 | FINVFinVolution | -1.6% | 2.63 | $720.63M | Digital Lending |
| 98 | CRTOCriteo | -8.2% | 9.10 | $711.15M | Digital Advertising |
| 99 | JBIJanus International | 0.3% | 17.65 | $585.95M | Building Products |
| 100 | XMAXXMax | 63.5% | 17.47 | $521.26M | Furniture |
Among Infrastructure Software stocks, the largest companies growing revenue faster than the median (13.7%) while trading below the median P/E (30.39) are Nvidia (NVDA), Microsoft (MSFT), Oracle (ORCL), Reddit (RDDT) and Fidelity National Information Services (FIS). A low multiple next to fast growth can be an opportunity or a sign the market doubts the growth will last.
The largest companies with a P/E above the median and revenue growth below it are Cisco Systems (CSCO), Motorola Solutions (MSI), Rockwell Automation (ROK), NetApp (NTAP) and Okta (OKTA).
The median P/E across the 122 Infrastructure Software stocks plotted is 30.39, with the middle half between 16.58 and 49.86.
The median is 13.7%, with the middle half between 7.0% and 22.8%.
The rank correlation (Spearman) is 0.32, a moderate positive relationship: companies with a higher Revenue Growth (1y) (TTM) tend to have a higher P/E.
A company whose value lies more than three interquartile ranges beyond the first or third quartile is treated as an outlier. By default it stays on the chart, pinned to the edge as an open marker, and its true value is shown in the tooltip and the table. In this view 4 companies are outliers on Revenue Growth (1y) (TTM) and 13 on P/E. You can switch to percentile clamping, exclude outliers, or plot raw values on a log scale.
Metrics from Business Quant's screener: trailing-twelve-month figures from SEC filings and multiples on the latest close. A company appears once even when it lists more than one share class. A company with a secondary business line in this industry group is included unless you choose primary industry only. Nothing on this page is investment advice.