Global Software Spotless Management

Results

1 new

Well rounded companies, with acceptable leverage, projected to deliver an ROE north of 20% in three years.

4 companies

Microsoft

Market Cap: US$2.7t

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

MSFT

US$368.57

-1.4%

-25.1%

SAP

Market Cap: €158.5b

Provides enterprise application and business solutions worldwide.

SAP

€136.64

3.3%

-47.1%

Oracle Corporation Japan

Market Cap: JP¥1.1t

Provides software, hardware, and cloud products and solutions in Japan.

4716

JP¥8,300.00

0.9%

-51.6%

TOTVS

Market Cap: R$16.5b

Develops and sells management software, and productivity and collaboration platforms in Brazil and internationally.

TOTS3

R$28.50

3.4%

-32.9%