Global Software Undervalued over 20% based on DCF

Oracle

Market Cap: US$413.2b

Offers products and services that address enterprise information technology environments worldwide.

International Business Machines

Market Cap: US$226.9b

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

SAP

Market Cap: €162.6b

Provides enterprise application and business solutions worldwide.

Salesforce

Market Cap: US$162.8b

Provides customer relationship management technology services that connect companies and customers together in the United States, Europe, and the Asia Pacific.

Accenture

Market Cap: US$119.0b

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

ServiceNow

Market Cap: US$101.0b

Provides cloud-based solution for digital workflows in the North America, Europe, the Middle East and Africa, Asia Pacific, and internationally.

Fortinet

Market Cap: US$61.8b

Provides cybersecurity and convergence of networking and security solutions worldwide.

Snowflake

Market Cap: US$51.8b

Provides a cloud-based data platform for various organizations in the United States and internationally.

Autodesk

Market Cap: US$50.8b

Engages in the provision of 3D design, engineering, and entertainment technology solutions worldwide.

Datadog

Market Cap: US$41.2b

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

Roper Technologies

Market Cap: US$36.4b

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

NEC

Market Cap: JP¥5.4t

Provides information technology services and social infrastructure in Japan and internationally.

Dassault Systèmes

Market Cap: €22.3b

Provides software solutions and services worldwide.

Fair Isaac

Market Cap: US$25.9b

Provides analytics software in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

Zscaler

Market Cap: US$19.7b

Operates as a cloud security company worldwide.

Twilio

Market Cap: US$19.6b

Provides customer engagement platform solutions in the United States and internationally.

Capgemini

Market Cap: €16.7b

Provides consulting, digital transformation, technology, and engineering services primarily in North America, France, the United Kingdom, Ireland, the rest of Europe, the Asia-Pacific, and Latin America.

Beijing Kingsoft Office Software

Market Cap: CN¥108.1b

Provides office software products and services in China and internationally.

Trimble

Market Cap: US$15.6b

Offers technology solutions and platform that enable office professionals and field workers to connect workflows and industry lifecycles in North America, Europe, the Asia Pacific, and internationally.

CGI

Market Cap: CA$21.2b

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.

Tyler Technologies

Market Cap: US$14.1b

Provides integrated software and technology management solutions for the public sector in the United States.

Okta

Market Cap: US$13.5b

Operates as an identity partner in the United States and internationally.

Horizon Robotics

Market Cap: HK$102.4b

An investment holding company, provides automotive solutions for passenger vehicles in China.

Guidewire Software

Market Cap: US$11.6b

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

Gen Digital

Market Cap: US$11.4b

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

Dynatrace

Market Cap: US$11.0b

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.

Figma

Market Cap: US$10.5b

Develops and sells a collaborative, browser-based platform for designing, prototyping, building digital experiences, and subscriptions for access to its platform.

Rubrik

Market Cap: US$10.4b

Provides data security solutions to individuals and businesses worldwide.

Sage Group

Market Cap: UK£7.7b

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

WiseTech Global

Market Cap: AU$12.9b

Engages in the development and provision of software solutions to the logistics execution industry in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Procore Technologies

Market Cap: US$8.2b

Provides a cloud-based construction management platform and related products and services in the United States and internationally.

Manhattan Associates

Market Cap: US$7.4b

Develops, sells, deploys, services, and maintains software solutions to manage supply chains, inventory, and omni-channel operations.

Otsuka

Market Cap: JP¥1.2t

Provides information services in Japan.

Oracle Corporation Japan

Market Cap: JP¥1.1t

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

EPAM Systems

Market Cap: US$6.9b

Provides digital platform engineering and software development services worldwide.

SailPoint

Market Cap: US$6.2b

SailPoint, Inc. delivers solutions to enable identity security for the enterprise in the Americas, Europe, the Middle East, Africa, the Asia-Pacific, and internationally.