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Software & Platfroms (20)
Thematic Narrative Collections #3 - Platforms, SaaS & Tech
The software, security, cloud and consumer platforms businesses run on and people live in. One handpicked community Narrative per stock, chosen by the Simply Wall St team, so you can track the whole theme in one place. Updated regularly.
Narratives are community opinions, not recommendations or financial advice. Do your own research.
Watching
20
FV & Narrative | Valuation | Growth | Analyst Target | |||
|---|---|---|---|---|---|---|
CRWD CrowdStrike Holdings US$237.6562.7% undervalued intrinsic discount 15.0%7D 38.8%3M | ||||||
OKTA Okta US$182.3720.8% overvalued intrinsic discount 9.5%7D 54.8%3M | ||||||
PLTR Palantir Technologies US$177.643.8% overvalued intrinsic discount 6.2%7D 38.3%3M | ||||||
DOCU DocuSign US$69.0713.2% overvalued intrinsic discount 5.2%7D 58.9%3M | ||||||
WDAY Workday US$193.8764.8% undervalued intrinsic discount 4.4%7D 65.8%3M | ||||||
IOT Samsara US$39.5539.2% undervalued intrinsic discount 3.0%7D 24.8%3M | ||||||
META Meta Platforms US$665.7532.3% undervalued intrinsic discount 2.7%7D 15.3%3M | ||||||
AAPL Apple US$336.1320.1% overvalued intrinsic discount 1.2%7D 12.8%3M | ||||||
VEEV Veeva Systems US$260.2132.1% undervalued intrinsic discount -0.8%7D 69.7%3M | ||||||
DUOL Duolingo US$141.9047.2% undervalued intrinsic discount -1.2%7D 13.0%3M | ||||||
ADBE Adobe US$248.9222.2% undervalued intrinsic discount -1.3%7D 27.5%3M | ||||||
ACN Accenture US$181.2939.8% undervalued intrinsic discount -1.4%7D 41.7%3M | ||||||
OCL Objective AU$5.7827.0% undervalued intrinsic discount -2.2%7D -43.3%3M | ||||||
DOX Amdocs US$59.3027.7% undervalued intrinsic discount -3.5%7D 15.2%3M | ||||||
CRM Salesforce US$237.927.0% undervalued intrinsic discount -4.0%7D 56.8%3M | ||||||
HUBS HubSpot US$216.1234.4% undervalued intrinsic discount -4.1%7D 22.8%3M | ||||||
RDDT US$150.8564.4% undervalued intrinsic discount -4.4%7D -13.8%3M | ||||||
APP AppLovin US$308.0668.9% undervalued intrinsic discount -4.9%7D -34.4%3M | ||||||
INTU Intuit US$303.1945.9% undervalued intrinsic discount -5.7%7D 13.6%3M | ||||||
NFLX Netflix US$71.796.8% undervalued intrinsic discount -7.2%7D -7.2%3M |
Watching
20
FV & Narrative | Valuation | Growth | Analyst Target | |||
|---|---|---|---|---|---|---|
CRWD CrowdStrike Holdings 15.0%7D 38.8%3M | US$237.65 62.7% undervalued intrinsic discount | PS 45.2x | E 44.6% | US$235.35 | ||
OKTA Okta 9.5%7D 54.8%3M | US$182.37 20.8% overvalued intrinsic discount | PE 107.7x | E 21.4% | US$185.88 | ||
PLTR Palantir Technologies 6.2%7D 38.3%3M | US$177.64 3.8% overvalued intrinsic discount | PE 141.5x | E 32.9% | US$196.84 | ||
DOCU DocuSign 5.2%7D 58.9%3M | US$69.07 13.2% overvalued intrinsic discount | PE 39.1x | E 22.1% | US$69.29 | ||
WDAY Workday 4.4%7D 65.8%3M | US$193.87 64.8% undervalued intrinsic discount | PE 37.3x | E 15.3% | US$208.68 | ||
IOT Samsara 3.0%7D 24.8%3M | US$39.55 39.2% undervalued intrinsic discount | PS 12.5x | E 47.3% | US$52.16 | ||
META Meta Platforms 2.7%7D 15.3%3M | US$665.75 32.3% undervalued intrinsic discount | PE 24.9x | E 14.4% | US$755.28 | ||
AAPL Apple 1.2%7D 12.8%3M | US$336.13 20.1% overvalued intrinsic discount | PE 38x | E 7.6% | US$328.22 | ||
VEEV Veeva Systems -0.8%7D 69.7%3M | US$260.21 32.1% undervalued intrinsic discount | PE 41.5x | E 12.6% | US$297.30 | ||
DUOL Duolingo -1.2%7D 13.0%3M | US$141.90 47.2% undervalued intrinsic discount | PE 16.2x | E -25.5% | US$134.29 | ||
ADBE Adobe -1.3%7D 27.5%3M | US$248.92 22.2% undervalued intrinsic discount | PE 13.6x | E 9.7% | US$278.15 | ||
ACN Accenture -1.4%7D 41.7%3M | US$181.29 39.8% undervalued intrinsic discount | PE 14.2x | E 8.3% | US$186.95 | ||
OCL Objective -2.2%7D -43.3%3M | AU$5.78 27.0% undervalued intrinsic discount | PE 14.9x | E 3.0% | AU$8.77 | ||
DOX Amdocs -3.5%7D 15.2%3M | US$59.30 27.7% undervalued intrinsic discount | PE 13.6x | E 23.2% | US$79.25 | ||
CRM Salesforce -4.0%7D 56.8%3M | US$237.92 7.0% undervalued intrinsic discount | PE 20.3x | E 3.4% | US$282.12 | ||
HUBS HubSpot -4.1%7D 22.8%3M | US$216.12 34.4% undervalued intrinsic discount | PE 73.4x | E 49.1% | US$249.37 | ||
RDDT -4.4%7D -13.8%3M | US$150.85 64.4% undervalued intrinsic discount | PE 33.3x | E 23.7% | US$213.71 | ||
APP AppLovin -4.9%7D -34.4%3M | US$308.06 68.9% undervalued intrinsic discount | PE 23.4x | E 19.5% | US$501.94 | ||
INTU Intuit -5.7%7D 13.6%3M | US$303.19 45.9% undervalued intrinsic discount | PE 17.7x | E 11.6% | US$405.60 | ||
NFLX Netflix -7.2%7D -7.2%3M | US$71.79 6.8% undervalued intrinsic discount | PE 21.9x | E 11.4% | US$93.37 |