U.S. Software Undervalued Stocks Based On Cash Flows

Zeta Global Holdings

Market Cap: US$7.3b

Operates an omnichannel data-driven cloud platform that provides enterprises with consumer intelligence and marketing automation software in the United States and internationally.

Sprout Social

Market Cap: US$607.1m

Designs, develops, and operates a web-based social media management platform in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Q2 Holdings

Market Cap: US$4.0b

Provides digital solutions to financial institutions, financial technology companies, FinTechs, and alternative finance companies (Alt-FIs) in the United States.

Gloo Holdings

Market Cap: US$306.5m

Designs and develops a vertical technology platform for the faith and flourishing ecosystem.

Workday

Market Cap: US$49.4b

Provides enterprise cloud applications in the United States and internationally.

Alkami Technology

Market Cap: US$2.2b

Provides a cloud-based digital sales and service platform for financial institutions in the United States.

Commvault Systems

Market Cap: US$5.5b

Provides cyber resiliency solutions for enterprises to protect, secure, and recover data, applications, and identity system.

Kyndryl Holdings

Market Cap: US$2.7b

Operates as a technology services company and IT infrastructure services provider in the United States, Japan, and internationally.

Similarweb

Market Cap: US$727.2m

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

Intapp

Market Cap: US$3.2b

Through its subsidiary, Integration Appliance, Inc., provides AI-powered solutions in the United States, the United Kingdom, and internationally.

Commerce.com

Market Cap: US$183.9m

Provides artificial intelligence-driven commerce ecosystem in the United States, Europe, the Middle East, Africa, the Asia Pacific, and internationally.

Zscaler

Market Cap: US$29.4b

Operates as a cloud security company worldwide.

Dynatrace

Market Cap: US$14.2b

Engages in the advancement of observability for digital businesses, which transforms the complexity of modern digital ecosystems in North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America.

Guidewire Software

Market Cap: US$15.8b

Provides a platform for property and casualty (P&C) insurers worldwide.

FatPipe

Market Cap: US$90.1m

Develops application-aware, secure software-defined wide area network, secure access service edge, and network monitoring service (NMS) software solutions in the United States, India, and internationally.

Datadog

Market Cap: US$84.6b

Operates an observability and security platform for cloud applications in the United States and internationally.

AppFolio

Market Cap: US$7.9b

Provides cloud-based platform for the real estate industry in the United States.

Agilysys

Market Cap: US$3.2b

Operates as a developer and marketer of software-enabled solutions and services to the hospitality industry in North America, Europe, the Asia-Pacific, and India.

Unity Software

Market Cap: US$20.7b

Operates a platform to develop, deploy, and grow games and interactive experiences for mobile phones, PCs, consoles, and extended reality devices in the United States, China, Hong Kong, Taiwan, Europe, the Middle East, Africa, the Asia Pacific, Canada, and Latin America.

Cellebrite DI

Market Cap: US$2.8b

Develops software and services for legally sanctioned investigations in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific.

Crexendo

Market Cap: US$212.5m

Provides cloud communication platform software and unified communications as a service in the United States and internationally.

Tenable Holdings

Market Cap: US$3.8b

Provides cyber exposure management solutions in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan.