All companies 194
Everything in the screener.
Rule: status != ''
| Company | FY | Revenue | Growth % | Operating margin % | Rule of 40 | Market cap |
|---|---|---|---|---|---|---|
| NVIDIA Short-term extreme growth | 2026 | 215.9bn USD | 65.5 % | 60.4 % | 125.9 | 5,112.6bn USD |
| Apple Mature innovation | 2025 | 416.2bn USD | 6.4 % | 32.0 % | 38.4 | 4,825.3bn USD |
| Alphabet Mature advertising margins | 2025 | 402.8bn USD | 15.1 % | 32.0 % | 47.1 | 4,204.9bn USD |
| Microsoft Mature extraction | 2026 | 331.8bn USD | 17.8 % | 46.8 % | 64.6 | 3,699.9bn USD |
| Amazon Mature low-margin retail and high-margin AWS | 2025 | 716.9bn USD | 12.4 % | 11.2 % | 23.5 | 2,682.2bn USD |
| TSMC Mature | 2025 | 122.0bn USD | 38.5 % | 50.1 % | 88.6 | 2,149.3bn USD |
| Meta Buy and hold, stronghold consumer ads | 2025 | 201.0bn USD | 22.2 % | 41.4 % | 63.6 | 1,706.1bn USD |
| Broadcom Mature, AI | 2025 | 63.9bn USD | 23.9 % | 41.3 % | 65.2 | 1,617.9bn USD |
| Tesla Bought already | 2025 | 94.8bn USD | -2.9 % | 4.6 % | 1.7 | 1,411.7bn USD |
| AMD Follow closely | 2025 | 34.6bn USD | 34.2 % | 10.7 % | 44.9 | 822.1bn USD |
| ASML Mature | 2025 | 38.6bn USD | 36.6 % | 37.7 % | 74.3 | 611.6bn USD |
| Intel Follow closely | 2025 | 52.9bn USD | -0.4 % | -0.0 % | -0.4 | 510.9bn USD |
| Tencent Mature consumer | 2025 | 751.8bn CNY | – | 32.1 % | – | 3,953.6bn HKD |
| Cisco Mature | 2026 | 63.3bn USD | 11.7 % | 25.4 % | 37.0 | 433.4bn USD |
| Palantir Growing Mature | 2025 | 4.5bn USD | 56.4 % | 31.5 % | 87.8 | 419.6bn USD |
| Oracle Mature | 2026 | 67.4bn USD | 17.3 % | 33.3 % | 50.7 | 408.6bn USD |
| Dell Mature | 2026 | 113.5bn USD | 0.0 % | 7.4 % | 7.5 | 348.5bn USD |
| Netflix Mature consumer | 2025 | 45.2bn USD | 15.9 % | 29.5 % | 45.3 | 326.4bn USD |
| Palo Alto Networks Israel Cybersecurity market leader | 2026 | 11.5bn USD | 24.8 % | 6.1 % | 30.8 | 309.4bn USD |
| Alibaba | 2026 | 1,023.7bn CNY | – | 5.8 % | – | 273.7bn USD |
| Arm Holdings Mature | 2026 | 4.9bn USD | 22.8 % | 18.5 % | 41.2 | 260.2bn USD |
| SAP Enterprise profitable | 2025 | 39.7bn USD | 16.3 % | 27.4 % | 43.6 | 250.7bn USD |
| CrowdStrike Was good until… | 2026 | 4.8bn USD | 0.0 % | -6.1 % | -6.1 | 249.4bn USD |
| Texas Instruments Mature | 2025 | 17.7bn USD | 13.0 % | 34.7 % | 47.8 | 240.2bn USD |
| Salesforce Mature SaaS | 2026 | 41.5bn USD | 0.1 % | 21.5 % | 21.5 | 212.8bn USD |
| Qualcomm Mature | 2025 | 44.3bn USD | 13.6 % | 28.0 % | 41.7 | 202.2bn USD |
| Marvell AI contender, crappy chips | 2026 | 8.2bn USD | 42.1 % | 16.3 % | 58.4 | 199.6bn USD |
| AT&T Stagnant, compare to Telia and Elisa | 2025 | 125.6bn USD | 1.3 % | 19.3 % | 20.6 | 183.7bn USD |
| Shopify Follow closely, eventually profitable | 2025 | 11.6bn USD | 30.1 % | 12.7 % | 42.9 | 232.7bn CAD |
| ServiceNow Enterprise profitable | 2025 | 13.3bn USD | 20.9 % | 14.7 % | 35.6 | 148.9bn USD |
| Uber Marginally profitable. Model for Doordash | 2025 | 52.0bn USD | 18.3 % | 11.0 % | 29.2 | 146.6bn USD |
| Booking Holdings Highly profitable AirBnb competitor | 2025 | 26.9bn USD | 13.4 % | 32.7 % | 46.1 | 129.0bn USD |
| Fortinet Firewall | 2025 | 6.8bn USD | 14.2 % | 30.7 % | 44.8 | 127.7bn USD |
| Cloudflare Follow closely | 2025 | 2.2bn USD | 29.8 % | -9.5 % | 20.3 | 117.7bn USD |
| Spotify Marginally proftable, never high quality | 2025 | 19.4bn USD | – | 12.9 % | – | 115.0bn USD |
| Snowflake Never profitable, only M&A | 2026 | 4.7bn USD | 0.1 % | -30.6 % | -30.6 | 113.6bn USD |
| PDD Holdings Highest growth ever | 2025 | 431.8bn CNY | – | 21.6 % | – | 111.8bn USD |
| Adobe Loses without M&A | 2025 | 23.8bn USD | 10.5 % | 36.6 % | 47.1 | 104.4bn USD |
| AirBnB Strong buy | 2025 | 12.2bn USD | 10.3 % | 22.1 % | 32.4 | 99.2bn USD |
| Robinhood Follow closely | 2025 | 4.5bn USD | 52.5 % | 32.7 % | 85.2 | 98.6bn USD |
| BYD Potential for better margins than Tesla | 2025 | 804.0bn CNY | – | 4.8 % | – | 91.7bn USD |
| DoorDash Could become 10% profitable | 2025 | 13.7bn USD | 27.8 % | 5.3 % | 33.1 | 86.9bn USD |
| Datadog Follow closely | 2025 | 3.4bn USD | 27.7 % | -1.3 % | 26.4 | 82.9bn USD |
| Cadence Enterprise profitable | 2025 | 5.3bn USD | 14.1 % | 31.1 % | 45.3 | 75.5bn USD |
| HPE Mature | 2025 | 34.3bn USD | 16.4 % | 4.8 % | 21.2 | 74.5bn USD |
| Warner Bros Discovery Minimal position | 2025 | 37.3bn USD | -5.1 % | 2.0 % | -3.2 | 70.1bn USD |
| Synopsys Enterprise profitable | 2025 | 7.1bn USD | 15.1 % | 13.0 % | 28.1 | 70.0bn USD |
| Panasonic Japanese Nokia | 2026 | 8,048.7bn JPY | 0.0 % | 2.6 % | 2.6 | 65.8bn USD |
| Nokia Mature | 2025 | 21.4bn EUR | 11.2 % | 10.1 % | 21.3 | 48.6bn EUR |
| Lenovo Mature | 2026 | 83.1bn USD | -0.0 % | 3.9 % | 3.9 | 387.0bn HKD |
| Atlassian Enterprise profitable, eventually. Not missing products at all | 2026 | 6.6bn USD | 26.0 % | 0.2 % | 26.2 | 48.5bn USD |
| Autodesk | 2026 | 7.2bn USD | 17.5 % | 24.9 % | 42.4 | 47.7bn USD |
| CoinBase Follow closely, Buy | 2025 | 7.2bn USD | 9.4 % | 20.3 % | 29.7 | 46.6bn USD |
| Workday Enterprise profitable | 2026 | 9.6bn USD | 13.1 % | 10.7 % | 23.8 | 46.6bn USD |
| PayPal Holdings Venmo + mature Paypal | 2025 | 33.2bn USD | 4.3 % | 19.3 % | 23.6 | 46.1bn USD |
| Constellation Software Enterprise profitable | 2025 | 11.6bn USD | 15.5 % | 18.1 % | 33.6 | 61.1bn CAD |
| Veeva | 2026 | 3.2bn USD | 16.3 % | 28.7 % | 45.0 | 43.9bn USD |
| Twilio As big as Atlassian, SendGrid is asubsidiary | 2025 | 5.1bn USD | 13.7 % | 3.4 % | 17.1 | 37.2bn USD |
| Roblox Never profitable unless becomes a Social Network, could collapse | 2025 | 4.8bn USD | 33.3 % | -25.7 % | 7.6 | 36.2bn USD |
| Adyen N.V. Stripe competitor. Buy for the right price | 2025 | 2.6bn EUR | 24.0 % | 42.9 % | 66.9 | 29.4bn EUR |
| Okta Enterprise profitable | 2026 | 2.9bn USD | 11.8 % | 5.2 % | 17.1 | 33.1bn USD |
| Ericsson Mature | 2025 | 22.8bn SEK | 1.9 % | 133.1 % | 135.0 | 320.4bn SEK |
| Zscaler | 2026 | 3.4bn USD | 25.4 % | -3.6 % | 21.8 | 32.0bn USD |
| Reddit Never profitable, unless can monetize AI | 2025 | 2.2bn USD | 69.4 % | 20.1 % | 89.5 | 30.9bn USD |
| MongoDB Nobody self-hosts MongoDB | 2026 | 2.5bn USD | 22.8 % | -5.6 % | 17.2 | 30.7bn USD |
| KONE Hold | 2025 | 12.1bn EUR | 9.0 % | 11.0 % | 20.0 | 25.9bn EUR |
| Neste Hold | 2025 | 20.5bn EUR | -0.5 % | 1.7 % | 1.2 | 25.7bn EUR |
| Zoom Mature SaaS | 2026 | 4.9bn USD | -0.0 % | 23.1 % | 23.1 | 27.3bn USD |
| Samsara | 2026 | 1.6bn USD | 29.6 % | -3.2 % | 26.3 | 24.7bn USD |
| Fortum | 2025 | 5.2bn EUR | -11.0 % | 19.6 % | 8.6 | 21.3bn EUR |
| F5 Networks Seattle Firewall | 2025 | 3.1bn USD | 9.7 % | 25.6 % | 35.3 | 24.2bn USD |
| Rubrik | 2026 | 1.3bn USD | 48.5 % | -26.2 % | 22.2 | 21.1bn USD |
| Telia Dividend stock, avoid taxes | 2025 | 7.7bn SEK | -4.8 % | 132.1 % | 127.3 | 185.0bn SEK |
| Wärtsilä Star cyclical industrial in Finland | 2025 | 7.5bn EUR | 15.8 % | 10.9 % | 26.7 | 16.2bn EUR |
| Metso Competitive | 2025 | 5.7bn EUR | 16.4 % | 12.8 % | 29.2 | 14.3bn EUR |
| Dynatrace | 2026 | 2.0bn USD | 18.8 % | 13.1 % | 31.9 | 15.9bn USD |
| CGI Mature | 2025 | 15.9bn CAD | – | 16.4 % | – | 20.9bn CAD |
| Check Point Israel Cybersecurity og | 2025 | 2.7bn USD | 6.2 % | 30.5 % | 36.7 | 14.1bn USD |
| DocuSign Digital signature og | 2026 | 3.2bn USD | 8.2 % | 9.3 % | 17.4 | 13.7bn USD |
| Digital Ocean | 2025 | 901m USD | 15.5 % | 17.4 % | 32.9 | 13.5bn USD |
| Guidewire | 2026 | 1.5bn USD | 22.7 % | 10.2 % | 32.9 | 12.5bn USD |
| HubSpot Close to profitability, SMB SaaS CRM & Web | 2025 | 3.1bn USD | 19.2 % | 0.4 % | 19.5 | 12.3bn USD |
| Sage Mature | 2025 | 2.5bn GBP | 7.8 % | 21.1 % | 28.9 | 9.0bn GBP |
| GRAB Almost sold, 1 share tracker | 2025 | 3.4bn USD | 20.5 % | 6.6 % | 27.1 | 11.9bn USD |
| Jfrog | 2025 | 532m USD | 24.1 % | -16.9 % | 7.2 | 11.7bn USD |
| Wise ? | 2026 | 2.7bn USD | 17.1 % | 21.9 % | 39.0 | 8.5bn GBP |
| InstaCart Never profitable | 2025 | 3.7bn USD | 10.8 % | 13.3 % | 24.1 | 10.9bn USD |
| Paycom | 2025 | 2.1bn USD | 8.9 % | 27.6 % | 36.6 | 10.4bn USD |
| Kesko Dividend stock, avoid taxes | 2025 | 13.5bn EUR | 13.3 % | 5.0 % | 18.3 | 8.7bn EUR |
| Stora Enso Underperformer | 2025 | 10.0bn EUR | 7.2 % | 5.7 % | 12.8 | 8.2bn EUR |
| Elastic | 2026 | 1.7bn USD | 17.3 % | -1.9 % | 15.3 | 9.0bn USD |
| DropBox Mature SaaS | 2025 | 2.5bn USD | -1.1 % | 27.3 % | 26.2 | 8.3bn USD |
| GitLab Follow closely, only M&A | 2026 | 955m USD | 25.8 % | -7.4 % | 18.4 | 8.3bn USD |
| SentinelOne Yet another virus scanner | 2026 | 1.0bn USD | 21.9 % | -30.9 % | -9.0 | 8.2bn USD |
| Paylocity | 2026 | 1.8bn USD | 11.0 % | 21.8 % | 32.8 | 8.1bn USD |
| Procore | 2025 | 1.3bn USD | 14.8 % | -9.4 % | 5.4 | 8.1bn USD |
| AppFolio | 2025 | 951m USD | 19.7 % | 16.1 % | 35.8 | 8.0bn USD |
| UIPath | 2026 | 1.6bn USD | 12.7 % | 3.5 % | 16.2 | 7.6bn USD |
| Duolingo Profitable learning, exciting | 2025 | 1.0bn USD | 38.7 % | 13.1 % | 51.8 | 7.2bn USD |
| Elisa Dividend stock, avoid taxes | 2025 | 2.5bn EUR | 13.3 % | 22.3 % | 35.6 | 6.1bn EUR |
| Mobileye Enterprise profitable | 2025 | 1.9bn USD | 14.5 % | -23.2 % | -8.7 | 6.8bn USD |
| Qualys Enterprise profitable | 2025 | 669m USD | 10.1 % | 33.2 % | 43.3 | 6.4bn USD |
| RingCentral | 2025 | 2.5bn USD | 4.8 % | 4.8 % | 9.6 | 6.1bn USD |
| Lyft 2 years behind Uber | 2025 | 6.3bn USD | 8.9 % | -3.0 % | 5.9 | 6.0bn USD |
| Valmet Hold, in permanent decline | 2025 | 5.6bn EUR | 4.7 % | 11.9 % | 16.7 | 5.1bn EUR |
| Klaviyo | 2025 | 1.2bn USD | 31.6 % | -5.5 % | 26.1 | 5.2bn USD |
| Box OG SaaS | 2026 | 1.2bn USD | 8.0 % | 7.1 % | 15.1 | 4.8bn USD |
| Tenable | 2025 | 999m USD | 11.0 % | -0.6 % | 10.4 | 4.3bn USD |
| Bill.com (Bill Holdings) Wisdomtree Cloud ETF largest investment | 2026 | 1.7bn USD | 13.0 % | 1.1 % | 14.1 | 4.2bn USD |
| Workiva | 2025 | 885m USD | 19.7 % | -4.8 % | 15.0 | 4.1bn USD |
| Monday.com | 2025 | 1.2bn USD | 26.7 % | -0.1 % | 26.6 | 4.1bn USD |
| Lemonade Follow closely | 2025 | 738m USD | 40.2 % | – | – | 3.9bn USD |
| Q2 | 2025 | 795m USD | 14.1 % | 5.5 % | 19.6 | 3.8bn USD |
| Huhtamaki | 2025 | 4.3bn EUR | 3.7 % | 8.1 % | 11.8 | 3.2bn EUR |
| Mandatum Should have bought... | 2025 | 979m EUR | 64.8 % | – | – | 3.1bn EUR |
| Wix | 2025 | 2.0bn USD | 13.2 % | 0.1 % | 13.3 | 3.5bn USD |
| Freshworks Follow closely, legacy SaaS helpdesk. Xls-files? Old app | 2025 | 839m USD | 16.4 % | 1.6 % | 18.1 | 3.3bn USD |
| Braze | 2026 | 738m USD | 24.4 % | -19.6 % | 4.8 | 2.9bn USD |
| Kalmar Competitive | 2025 | 1.7bn EUR | 1.2 % | 12.6 % | 13.9 | 2.5bn EUR |
| Appian | 2025 | 727m USD | 17.8 % | 0.1 % | 17.9 | 2.7bn USD |
| Five9 | 2025 | 1.1bn USD | 10.3 % | 2.5 % | 12.8 | 2.5bn USD |
| Nokian Tyres Hold, Romania and inflation | 2025 | 1.5bn EUR | 15.1 % | 2.6 % | 17.7 | 2.1bn EUR |
| nCino | 2026 | 595m USD | 10.0 % | 0.6 % | 10.6 | 2.3bn USD |
| Asana Never profitable | 2026 | 791m USD | 9.2 % | -25.0 % | -15.7 | 2.2bn USD |
| Amplitude Never profitable, only M&A, use like GA but would not pay | 2025 | 343m USD | 14.7 % | -28.0 % | -13.3 | 1.8bn USD |
| C3 | 2026 | 250m USD | -35.7 % | -194.9 % | -230.5 | 1.8bn USD |
| Blackline | 2025 | 700m USD | 7.2 % | 5.7 % | 12.9 | 1.7bn USD |
| Coursera Marginally proftable, never high quality | 2025 | 758m USD | 9.0 % | -10.3 % | -1.3 | 1.5bn USD |
| Sprinklr | 2026 | 857m USD | 7.6 % | 6.7 % | 14.3 | 1.3bn USD |
| ZoomInfo | 2025 | 1.2bn USD | 2.9 % | 18.1 % | 21.0 | 1.2bn USD |
| PagerDuty Never profitable | 2026 | 493m USD | 5.4 % | 1.2 % | 6.5 | 1.2bn USD |
| Finnair Wait over war in Ukraine | 2025 | 3.1bn EUR | 1.9 % | 2.1 % | 4.0 | 892m EUR |
| YIT Sell, but not yet | 2025 | 1.8bn EUR | -3.5 % | 2.0 % | -1.5 | 857m EUR |
| Qt Apple can kill if car manufacturers allow | 2025 | 216m EUR | 3.4 % | 19.6 % | 23.1 | 846m EUR |
| Riskified | 2025 | 345m USD | 5.2 % | -9.9 % | -4.6 | 817m USD |
| Ponsse Competitive, cycle trade | 2025 | 750m EUR | -0.1 % | 5.5 % | 5.4 | 672m EUR |
| SproutSocial | 2025 | 458m USD | 12.7 % | -9.5 % | 3.2 | 697m USD |
| Yext | 2026 | 447m USD | 6.1 % | 10.0 % | 16.1 | 636m USD |
| Kempower Never profitable, only M&A | 2025 | 251m EUR | 12.3 % | -5.8 % | 6.5 | 530m EUR |
| Lindex Hold | 2025 | 952m EUR | 1.3 % | 8.0 % | 9.3 | 378m EUR |
| Revenio Hold long-term, mature | 2025 | 110m EUR | 6.0 % | 23.2 % | 29.1 | 368m EUR |
| eQ Hold long-term, mature | 2025 | 61m EUR | -9.0 % | 45.2 % | 36.2 | 365m EUR |
| Agora | 2025 | 141m USD | 5.9 % | -6.7 % | -0.8 | 336m USD |
| Remedy Only M&A | 2025 | 60m EUR | 17.5 % | -25.0 % | -7.5 | 261m EUR |
| Pihlajalinna Sell | 2025 | 652m EUR | -7.4 % | 6.4 % | -1.0 | 239m EUR |
| CS Disco | 2025 | 157m USD | 8.3 % | -30.7 % | -22.4 | 275m USD |
| 8X8 | 2026 | 736m USD | 2.9 % | 2.6 % | 5.5 | 265m USD |
| Gofore Hold over cycle | 2025 | 191m EUR | 2.8 % | 6.9 % | 9.7 | 187m EUR |
| Kaltura | 2025 | 181m USD | 1.2 % | -2.0 % | -0.8 | 215m USD |
| Domo | 2026 | 319m USD | 0.6 % | -11.2 % | -10.6 | 186m USD |
| Beyond Meat Never profitable | 2025 | 275m USD | -15.6 % | -84.7 % | -100.3 | 174m USD |
| Verkkokauppa Hold, OG Finnish Amazon, could be sold to PE | 2025 | 526m EUR | 12.5 % | 3.6 % | 16.2 | 151m EUR |
| Admicom Enterprise profitable | 2025 | 38m EUR | 6.0 % | 20.1 % | 26.1 | 127m EUR |
| Kamux Hold, stagnated until inflation | 2025 | 876m EUR | -13.3 % | 0.1 % | -13.2 | 58m EUR |
| Talenom Mature | 2025 | 109m EUR | -13.5 % | 7.9 % | -5.7 | 54m EUR |
| Inderes Could profit from enshittification? | 2025 | 19m EUR | 3.9 % | 4.7 % | 8.6 | 29m EUR |
| Ovaro Hold, small position. Real estate asset pricing game | 2025 | 4.3m EUR | -19.1 % | 0.1 % | -19.0 | 23m EUR |
| Alisa Hold, margin improvement | 2025 | 15m EUR | -54.0 % | – | – | 19m EUR |
| Algolia | – | – | – | – | – | – |
| Anthropic Developer demand | 2024 | 3,000.0bn USD | – | – | – | – |
| BigCommerce | – | – | – | – | – | – |
| Canva Adobe competitor | – | – | – | – | – | – |
| Character.ai Competitor to social media | – | – | – | – | – | – |
| Confluent | – | – | – | – | – | – |
| Couchbase | – | – | – | – | – | – |
| Databricks Profitable enterprise revenue, Buy | 2023 | 2.4bn USD | 50.0 % | – | – | – |
| Discord Would buy if possible, did not become twitter | – | – | – | – | – | – |
| Fastly Cloudflare competitor | – | – | – | – | – | – |
| Figma Adobe competitor | – | – | – | – | – | – |
| Gusto | – | – | – | – | – | – |
| Hashicorp Never profitable, only M&A | 2023 | 583.0bn USD | 22.5 % | -13.6 % | 8.9 | – |
| Jamf | – | – | – | – | – | – |
| Kojamo Wait over interest rate policy cycle. RE asset game | 2024 | 452m EUR | 2.3 % | 58.5 % | 60.8 | – |
| Medium Mature | – | – | – | – | – | – |
| Mistral AI | – | – | – | – | – | – |
| Olo | – | – | – | – | – | – |
| On24 | – | – | – | – | – | – |
| OneStream | – | – | – | – | – | – |
| OpenAI Profitable, but not with MS costs | 2024 | 3.7bn USD | 8.8 % | – | – | – |
| Orca Security Israel Cybersecurity Wiz competitor | – | – | – | – | – | – |
| Patreon | – | – | – | – | – | – |
| Perplexity.ai Direct competitor to media, not google | – | – | – | – | – | – |
| Pipedrive CRM | – | – | – | – | – | – |
| Rippling WFM | – | – | – | – | – | – |
| SocialBee | – | – | – | – | – | – |
| SpaceX | – | – | – | – | – | – |
| Stripe Would buy if possible | – | – | – | – | – | – |
| Substack News Media revenue potential | – | – | – | – | – | – |
| Udemy Never profitable | 2024 | 787m USD | 7.9 % | -9.2 % | -1.3 | – |
| Visma Mature PE firm | 2024 | 2.8bn USD | 17.2 % | 16.3 % | 33.6 | – |
| Wave Not a great business | – | – | – | – | – | – |
| Wiz Israel Cybersecurity Orca competitor | – | – | – | – | – | – |
| Zapier | – | – | – | – | – | – |
| Zenefits | – | – | – | – | – | – |