- Investing Ideas
- Global Software Spotless Management
Global Software Spotless Management
Results
10
Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.
10 companies
Microsoft
Market Cap: US$3.0t
Develops and supports software, services, devices, and solutions worldwide.
MSFT
US$401.32
7D
0.04%
1Y
-1.7%
SAP
Market Cap: €200.5b
Provides enterprise application and business solutions worldwide.
SAP
€171.72
7D
0.3%
1Y
-38.0%
Intuit
Market Cap: US$110.7b
Provides financial management, payments and capital, compliance, and marketing products and services in the United States.
INTU
US$399.40
7D
-10.0%
1Y
-32.0%
Nomura Research Institute
Market Cap: JP¥2.3t
Provides consulting, financial information technology (IT) solutions, industrial IT solutions, and IT platform services in Japan and internationally.
4307
JP¥4,053.00
7D
-4.0%
1Y
-24.3%
Nemetschek
Market Cap: €7.7b
Provides software solutions for architecture, engineering, construction, operation, and media industries in Germany, the rest of Europe, the Americas, the Asia Pacific, and internationally.
NEM
€67.00
7D
-5.6%
1Y
-45.4%
Oracle Corporation Japan
Market Cap: JP¥1.2t
Provides software, hardware, and cloud products and solutions in Japan.
4716
JP¥9,288.00
7D
-0.9%
1Y
-35.7%
Amdocs
Market Cap: US$7.4b
Through its subsidiaries, provides software and services to communications, entertainment, media, and other service providers worldwide.
DOX
US$69.23
7D
-5.6%
1Y
-21.6%
FPT
Market Cap: ₫164.0t
Provides information technology (IT) and telecommunication products and services in Vietnam and internationally.
FPT
₫96,300.00
7D
-1.3%
1Y
-23.6%
Trend Micro
Market Cap: JP¥707.8b
Develops and sells security-related software for computers and related services in Japan and internationally.
4704
JP¥5,421.00
7D
-3.2%
1Y
-53.2%
Softcat
Market Cap: UK£2.2b
Operates as a value-added IT reseller and IT infrastructure solutions provider in the United Kingdom.
SCT
UK£11.43
7D
-2.1%
1Y
-30.7%