U.S. Software Potentially Undervalued Companies

ACI Worldwide

Market Cap: US$4.4b

Develops, markets, installs, and supports software products and services for facilitating electronic payments in the United States and worldwide.

LiveRamp Holdings

Market Cap: US$1.9b

A technology company, operates a data collaboration platform in the United States, Europe, the Asia-Pacific, and internationally.

SAP

Market Cap: US$176.0b

Provides enterprise application and business solutions worldwide.

PTC

Market Cap: US$16.3b

Operates as software company in the Americas, Europe, and the Asia Pacific.

Hackett Group

Market Cap: US$257.5m

Operates as an intellectual property platform-based generative artificial intelligence strategic consulting and executive advisory digital transformation in the United States, Europe, and internationally.

Xperi

Market Cap: US$324.1m

Operates as a media and entertainment technology company worldwide.

Everforth

Market Cap: US$845.0m

Provides information technology solutions for commercial and government sectors in the United States, Canada, and Europe.

Blackbaud

Market Cap: US$1.6b

Engages in the providing AI-powered solutions in the United States and internationally.

Workiva

Market Cap: US$2.9b

Provides cloud-based reporting solutions in the United States and internationally.

Sage Group

Market Cap: US$8.1b

Offers technology solutions and services for small and medium businesses in North America, Europe, the United Kingdom, Ireland, Africa and Asia-Pacific.

Nagarro

Market Cap: US$534.5m

Provides digital product engineering and technology solutions in Germany, the United States of America, and internationally.

DXC Technology

Market Cap: US$1.9b

Provides information technology services and solutions in the United States, the United Kingdom, the Rest of Europe, Australia, and internationally.

Klaviyo

Market Cap: US$4.8b

Provides a cloud-based software-as-a-service platform in the United States, rest of the Americas, the Asia-Pacific, the United Kingdom, rest of Europe, the Middle East, and Africa.

Viant Technology

Market Cap: US$717.2m

Operates a cloud-based demand side platform (DSP) that enables the programmatic purchase of digital advertising across multiple channels, including connected TV (CTV), streaming audio, digital out-of-home, mobile, and desktop.

Roper Technologies

Market Cap: US$35.3b

Designs and develops vertical software and technology enabled products in the United States, Canada, Europe, Asia, and internationally.

Opera

Market Cap: US$1.7b

Provides mobile and PC web browsers and related products and services in Ireland, Singapore, the United States, and internationally.

Microsoft

Market Cap: US$3.1t

Develops and supports software, services, devices, and solutions worldwide.

CGI

Market Cap: US$19.0b

Provides information technology and business process services in Western and Southern Europe, the United States, Canada, Scandinavia, Northwest and Central-East Europe, the United Kingdom, Australia, Germany, Finland, Poland, Baltics, and the Asia Pacific.

Check Point Software Technologies

Market Cap: US$12.1b

Develops, markets, and supports a range of products and services for IT security worldwide.

UiPath

Market Cap: US$5.5b

Provides an automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally.

Similarweb

Market Cap: US$268.9m

Provides digital data and analytics for power critical business decisions in the United States, Europe, the Asia Pacific, the United Kingdom, Israel, and internationally.

Dropbox

Market Cap: US$5.9b

Provides a content collaboration platform in the United States and internationally.

Appian

Market Cap: US$1.7b

Operates as a software company in the United States, Australia, Canada, France, Germany, India, Italy, Japan, Mexico, the Netherlands, Portugal, Singapore, Spain, Sweden, Switzerland, the United Kingdom, and internationally.

Gen Digital

Market Cap: US$11.8b

Engages in the provision of cyber safety solutions for individuals, families, and small businesses.

Braze

Market Cap: US$2.5b

Operates a customer engagement platform that provides interactions between consumers and brands worldwide.

Sage Group

Market Cap: US$8.1b

Offers technology solutions and services for small and medium businesses in North America, Europe, the United Kingdom, Ireland, Africa and Asia-Pacific.

Enghouse Systems

Market Cap: US$950.7m

Develops enterprise software solutions worldwide.

Roadzen

Market Cap: US$146.6m

Operates an Insurtech company in India, the United States, the United Kingdom, and Europe.

Smith Micro Software

Market Cap: US$22.5m

Develops and sells software solutions to simplify and enhance the mobile experience to wireless and cable service providers in the Americas, Europe, the Middle East, and Africa.

NTG Clarity Networks

Market Cap: US$44.2m

Provides network, telecom, IT, and infrastructure solutions to medium and large network service providers in Canada, North America, Iraq, Saudi Arabia, Egypt, and Oman.

Accenture

Market Cap: US$107.2b

Provides strategy and consulting, industry X, song, and technology and operation services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Pagaya Technologies

Market Cap: US$1.2b

A product-focused technology company, deploys data science and proprietary artificial intelligence-powered technology for financial services, their customers, and institutional or sophisticated investors in the United States, Israel, and the Cayman Islands.

International Business Machines

Market Cap: US$212.2b

Provides integrated solutions and services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

dotdigital Group

Market Cap: US$144.3m

Engages in the provision of intuitive software as a service (SaaS) and managed services to digital marketing professionals worldwide.

PagerDuty

Market Cap: US$579.6m

Engages in the operation of a digital operations management platform in the United States and internationally.

Endava

Market Cap: US$218.8m

Provides technology services in North America, Europe, the United Kingdom, and internationally.