Each dot is one of the 126 Vertical Software stocks, sized by market cap. The median Revenue Growth (1y) (TTM) is 8.8% and the median P/E 26.47. Pinned to the edge: 6 outliers on X and 8 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 | UNHUnitedhealth | 6.5% | 26.11 | $368.71B | Managed Care |
| 2 | SAPSap Se | 14.2% | 29.73 | $276.14B | ERP Software |
| 3 | SHOPShopify | 32.5% | 113.26 | $218.36B | E-commerce Software |
| 4 | MCKMckesson | 8.8% | 25.60 | $117.56B | Drug Distribution |
| 5 | BKNGBooking Holdings | 12.9% | 16.17 | $116.54B | Digital Marketplaces |
| 6 | EMREmerson Electric | 4.8% | 35.14 | $90.59B | Pumps and Valves |
| 7 | ICEIntercontinental Exchange | 6.9% | 22.41 | $90.51B | Exchanges |
| 8 | JCIJohnson Controls International | 6.8% | 25.13 | $89.94B | HVAC |
| 9 | NTESNetEase | 9.8% | 16.93 | $75.33B | Video Games |
| 10 | AZOAutozone | 5.7% | 21.21 | $52.56B | Auto Parts Retail |
| 11 | ADSKAutodesk | 17.9% | 31.60 | $51.90B | Creative Software |
| 12 | VEEVVeeva Systems | 16.5% | 50.79 | $51.54B | Healthcare IT |
| 13 | IQVIqvia Holdings | 8.2% | 33.14 | $45.56B | Contract Research |
| 14 | XYZBlock | 5.1% | 124.54 | $44.48B | Payment Processing |
| 15 | ROPRoper Technologies | 10.9% | 17.55 | $43.95B | ERP Software |
| 16 | NBISNebius | 506.9%OUT | 43.68 | $39.12B | Cloud Platforms |
| 17 | RMDResmed | 9.9% | 24.06 | $36.66B | Medical Devices |
| 18 | GEHCGE HealthCare Technologies | 6.5% | 16.34 | $32.43B | Diagnostic Equipment |
| 19 | IOTSamsara | 29.5% | 284.86OUT | $25.80B | Supply Chain Software |
| 20 | FISVFiserv | -1.2% | 9.16 | $25.66B | Payment Processing |
| 21 | XYLXylem | 4.5% | 25.17 | $25.62B | Water Treatment |
| 22 | VLTOVeralto | 6.2% | 25.61 | $25.30B | Water Treatment |
| 23 | PTCPtc | 19.5% | 18.16 | $22.23B | Construction Software |
| 24 | SSNCSS&C Technologies Holdings | 8.6% | 22.74 | $19.65B | Business Process Automation |
| 25 | TOSTToast | 23.0% | 37.83 | $18.38B | Restaurant and Retail Software |
| 26 | RVTYRevvity | 4.1% | 75.22 | $17.87B | Life Sciences Tools |
| 27 | NWSANews | 6.8% | 29.57 | $16.95B | Publishing |
| 28 | TYLTyler Technologies | 8.2% | 49.09 | $15.93B | ERP Software |
| 29 | RBARb Global | 9.7% | 35.91 | $15.67B | Logistics |
| 30 | SOLVSolventum | -0.9% | 10.38 | $14.88B | Medical Devices |
| 31 | JLLJones Lang Lasalle | 11.2% | 13.93 | $13.92B | Commercial Real Estate Services |
| 32 | MANHManhattan Associates | 6.5% | 65.51 | $13.77B | Supply Chain Software |
| 33 | CSGPCostar | 22.0% | 181.90OUT | $13.39B | Real Estate Software |
| 34 | BSYBentley Systems | 12.8% | 42.66 | $12.37B | Construction Software |
| 35 | DVADavita | 6.4% | 14.06 | $11.91B | Healthcare Services |
| 36 | NXTNextpower | 17.0% | 19.64 | $11.67B | Solar Equipment |
| 37 | QGENQiagen | 3.0% | 26.74 | $10.94B | Life Sciences Tools |
| 38 | ALGNAlign Technology | 4.4% | 26.19 | $10.83B | Dental |
| 39 | TTEKTetra Tech | -7.6% | 22.09 | $9.63B | Consulting |
| 40 | AYIAcuity Inc. (De) | 6.8% | 18.10 | $9.62B | Building Products |
| 41 | HSICHenry Schein | 6.5% | 23.76 | $9.58B | Drug Distribution |
| 42 | OSCROscar Health | 42.8% | 16.89 | $9.30B | Managed Care |
| 43 | CAICaris Life Sciences | 85.4%OUT | 87.26 | $9.17B | Diagnostic Labs |
| 44 | HNGEHinge Health | 49.8% | 81.94 | $8.80B | Telehealth |
| 45 | CAECae | 6.5% | 34.87 | $8.37B | Commercial Aerospace |
| 46 | DSGXDescartes Systems | 13.2% | 42.78 | $8.04B | Supply Chain Software |
| 47 | NICENice | 22.9% | 8.00 | $7.64B | Communications Platforms |
| 48 | ZGZillow | 17.7% | 137.44 | $7.56B | Real Estate Software |
| 49 | APPFAppfolio | 20.0% | 44.48 | $7.55B | Real Estate Software |
| 50 | OTEXOpen Text | 1.5% | 10.69 | $6.88B | Productivity Software |
| 51 | DUOLDuolingo | 29.4% | 15.51 | $6.37B | Education Technology |
| 52 | EXLSExlService Holdings | 13.6% | 25.28 | $6.32B | IT Services |
| 53 | BLDRBuilders FirstSource | -9.4% | 58.54 | $6.00B | Building Products |
| 54 | DOCSDoximity | 11.2% | 35.90 | $6.00B | Healthcare IT |
| 55 | TALTAL Education | 32.4% | 6.41 | $5.82B | Education Services |
| 56 | WAYWaystar Holding | 19.2% | 40.59 | $5.47B | Healthcare IT |
| 57 | HAEHaemonetics | 0.4% | 55.58 | $5.35B | Medical Devices |
| 58 | VNTVontier | 0.9% | 13.84 | $4.82B | Power Tools |
| 59 | NNINelnet | 13.8% | 14.67 | $4.44B | Regional Banks |
| 60 | CCCCCC Intelligent Solutions Holdings | 11.6% | 103.78 | $4.40B | Healthcare IT |
| 61 | LOPEGrand Canyon Education | 7.0% | 18.60 | $4.17B | Consulting |
| 62 | ENPHEnphase Energy | -10.4% | 29.64 | $3.97B | Solar Equipment |
| 63 | ITRIItron | -5.7% | 14.01 | $3.84B | Electrical Equipment |
| 64 | CDNACareDx | 34.4% | 31.84 | $3.53B | Diagnostic Labs |
| 65 | AGYSAgilysys | 14.4% | 79.92 | $3.43B | Restaurant and Retail Software |
| 66 | LRNStride | 4.7% | 9.80 | $3.32B | Education Services |
| 67 | SPSCSps Commerce | 9.8% | 42.46 | $3.31B | Supply Chain Software |
| 68 | HURNHuron Consulting | 13.4% | 27.93 | $3.23B | Consulting |
| 69 | FOURShift4 Payments | 32.4% | 66.06 | $2.89B | Payment Processing |
| 70 | ARCBArcbest | 3.7% | 173.95OUT | $2.83B | Trucking |
| 71 | PRVAPrivia Health | 24.1% | 98.91 | $2.78B | Healthcare Services |
| 72 | MHMcGraw Hill | 0.1% | 29.60 | $2.74B | Publishing |
| 73 | WLYJohn Wiley & Sons | -0.3% | 13.60 | $2.70B | Publishing |
| 74 | BLKBBlackbaud | 0.7% | 16.32 | $2.46B | CRM and Sales Software |
| 75 | DBDDiebold Nixdorf | 5.4% | 21.41 | $2.38B | Restaurant and Retail Software |
| 76 | FLYWFlywire | 32.2% | 67.97 | $2.31B | Payment Processing |
| 77 | DAOYoudao | 10.2% | 95.24 | $2.27B | Education Technology |
| 78 | PGNYProgyny | 5.5% | 28.07 | $2.21B | Healthcare Services |
| 79 | INODInnodata | 39.0% | 43.75 | $2.03B | IT Services |
| 80 | KAROKarooooo | 31.4% | 31.37 | $2.01B | Supply Chain Software |
| 81 | AMNAmn Healthcare Services | 24.0% | 17.87 | $1.87B | Staffing |
| 82 | NYAXNayax | 30.0% | 236.89OUT | $1.86B | Payment Processing |
| 83 | STRAStrategic Education | 3.5% | 12.88 | $1.73B | Education Services |
| 84 | EVCMEverCommerce | 4.2% | 50.62 | $1.72B | Healthcare IT |
| 85 | OMCLOmnicell | 8.5% | 43.66 | $1.71B | Medical Devices |
| 86 | GDRXGoodRx Holdings | -1.8% | 73.50 | $1.19B | Healthcare IT |
| 87 | VYXNCR Voyix | -4.8% | 19.32 | $1.12B | Restaurant and Retail Software |
| 88 | TRIPTripAdvisor | -1.6% | 214.73OUT | $1.07B | Digital Marketplaces |
| 89 | YELPYelp | 1.5% | 8.40 | $1.06B | Social Media |
| 90 | ITRNIturan Location & Control | 130.5%OUT | 15.97 | $1.02B | Supply Chain Software |
| 91 | HSTMHealthstream | 8.8% | 47.48 | $1.01B | Healthcare IT |
| 92 | AFYAAfya | 71.8%OUT | 4.08 | $923.31M | Education Services |
| 93 | DCBODocebo | 12.3% | 43.12 | $862.70M | Education Technology |
| 94 | PAYSPaysign | 46.8% | 50.36 | $794.39M | Payment Processing |
| 95 | PHRPhreesia | 12.9% | 74.75 | $780.90M | Healthcare IT |
| 96 | ABXAbacus Global Management | 65.3%OUT | 27.45 | $774.00M | Alternative Asset Managers |
| 97 | CASSCass Information Systems | 8.8% | 19.25 | $706.87M | Payment Processing |
| 98 | CCSIConsensus Cloud Solutions | 1.5% | 7.28 | $688.88M | Communications Platforms |
| 99 | MGMistras | 5.2% | 25.10 | $677.05M | Consulting |
| 100 | MTLSMaterialise | 10.2% | 33.49 | $515.36M | Business Process Automation |
Among Vertical Software stocks, the largest companies growing revenue faster than the median (8.8%) while trading below the median P/E (26.47) are Mckesson (MCK), Booking Holdings (BKNG), NetEase (NTES), Roper Technologies (ROP) and Resmed (RMD). 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 Emerson Electric (EMR), Iqvia Holdings (IQV), Block (XYZ), Revvity (RVTY) and News (NWSA).
The median P/E across the 126 Vertical Software stocks plotted is 26.47, with the middle half between 16.47 and 47.14.
The median is 8.8%, with the middle half between 4.1% and 18.0%.
The rank correlation (Spearman) is 0.12, a weak 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 6 companies are outliers on Revenue Growth (1y) (TTM) and 8 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.