Aktien.Guide
Software Ideas
Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q) · showing the 25 strongest hits
Software and internet companies with efficient growth: Rule of 40 above 40 (revenue growth + free cash flow margin, trailing 12 months), EV/sales ratio below 10, and market cap above $5 billion. The Rule of 40 rewards companies that deliver growth AND profitability together — the key yardstick for software business models. Source: fundamental data.
No global trading filters — this strategy checks the entire stock universe purely against its own criteria (mega caps over $50B included).
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Terms in This Scanner Explained
(15)
- ADR (Average Daily Range)
- The average daily swing of a stock in percent - measured over 10 or 30 trading days (columns "ADR 10D/30D"). An ADR of 5% means: on a normal day the gap between the intraday low and high runs about 5%. Traders look for movement - that is why stocks with an ADR under 1% are filtered out globally. Not to be confused with ADR meaning "American Depositary Receipt" (a US certificate for foreign shares) - here ADR always means the daily swing.
- AI Classification
- Our company-by-company assessment of the AI boom based on SEC filings (the last four quarterly 10-Q reports and two annual 10-K reports): "Sells AI" (AI is a revenue source), "Threatened" (AI is a concrete business risk), "Uses AI" (operational use), or "Neutral" (no material AI exposure). Every classification requires at least two direct quote citations - otherwise the column shows "-". Not a quality judgment or a buy recommendation; the full file is on the stock page, methodology at /stocks/ai-rating-methodology.
- Analysis (Full Company Analysis)
- If the Analysis column shows "Read," there is an in-depth Minnow Street company analysis for this stock: business model, scanner findings, quarterly results, evidence from SEC filings, plus opportunities and risks. One click opens it directly.
- Avg/Yr 3Y (Average Annual Return)
- The stock's average annual return over the past 3 years. Shows at a glance whether a stock delivers over the long run or just had a short hot streak.
- Earnings Date
- The date of the next quarterly earnings report. Price gaps in either direction are common around this date - that is why we color it red when it is 7 days away or less, and yellow when it is 14 days away or less: elevated risk for fresh positions.
- EPS (Earnings per Share)
- Quarterly earnings divided by the number of shares outstanding. The most important growth metric: if EPS rises strongly over several quarters, the company is earning more money per share.
- Free Cash Flow (FCF)
- Operating cash flow minus capital expenditures - the money left over for everything else (debt paydown, acquisitions, or buybacks). Consistently positive free cash flow is one of the most honest signs of a healthy business model.
- Funda Rating (Fundamental Rating A+ to F)
- Our proprietary fundamental rating from -100 to +100 with a school-grade rank from A+ to F. Every stock is scored against all others by percentile: growth in earnings and revenue, earnings surprises, analyst estimates, and quality criteria such as margins, cash flow, and balance-sheet strength. A/A+ are the fundamentally strongest stocks in the universe.
- Market Capitalization (Mkt Cap)
- The market value of the company: share price x total shares outstanding, shown here in billions of dollars. Micro caps (< $0.3B) are small and volatile, mega caps (> $200B) are heavyweights. Our scanner universe is deliberately capped at $50B - we look for stocks with room to run.
- Net Margin
- How much of revenue is left as profit? Net income divided by revenue, in percent. A 20% margin means: out of every dollar of revenue, 20 cents is left as profit. Rising margins are a strong quality signal.
- Operating Cash Flow (OCF)
- The cash that actually flows into the company from day-to-day operations - without accounting effects such as depreciation. A company can report book profits while still burning cash; operating cash flow reveals that.
- Piotroski F-Score
- A balance-sheet health check developed by Joseph Piotroski: 9 yes/no criteria covering earnings, cash flow, leverage, and efficiency produce a score from 0 to 9. Scores of 7 or higher are considered financially very solid, scores under 3 a warning sign.
- Sector & Industry
- Two levels of industry classification: sector is broad (e.g., Technology), industry is narrow (e.g., Semiconductors). Many strategies watch industry strength, because strong stocks are almost always found in strong industries.
- Stage (Weinstein Stages 1-4)
- Stan Weinstein divides every price chart into four stages: Stage 1 = basing (sideways after a downtrend), Stage 2 = uptrend (the only buying stage), Stage 3 = topping, Stage 4 = downtrend (avoid, or short candidate). Measured against the 30-week line (150-day moving average) and its slope.
- Stress RS (Strength on Stress Days)
- A stress day is a day on which both the overall market and the stock's own sector fell at least 0.5%. Stress RS counts on how many of these days the stock still closed green (shown as "g/n" = green days out of n stress days) and turns that into a rating from 1 to 99. High values point to buyers stepping in even on weak days - often a sign of institutional accumulation.
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| Symbol | Earnings | Avg/Y 3Y | Stress RS | Stage | Funda Rating | Piotroski | MktCap | Industry | AI Rating | Deep Dive | Deep-Dive Report | Sector | Price | YTD | 6 Mo. | 1 Year | Off High | Price Target | RS | EPS Rating | ADR 10D | ADR 30D | Beta | P/E | P/E (f) | P/S | P/B | P/FCF | PEG | EV/EBITDA | EBIT Margin | Gross Margin | Net Margin | ROE | ROA | Debt/Eq | Equity Ratio | Sales +/Y | Div. Yield | Payout Ratio | Altman Z | Inst. % | Short % | Analysts |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| YOU Clear Secure Inc | 08/04 | +51 % | 95 11/25 | Stage 2 | B +41 | 6 of 9 | 7.1 | Software - Application | – | — | — | Technology | 57.20 $ | +51.2 % | +55.7 % | +104.1 % | −15.2 % | +17.7 % | 79 | 77 | 4.2 % | 4.5 % | 1.06 | 42.0 | 0.0 | 7.5 | 28.8 | 16.2 | — | 19.2 | 24.5 % | 65.5 % | 13.0 % | 109.5 % | 10.4 % | — | 13.0 % | +16.9 % | 1.1 % | 36.4 % | 4.8 | 97.2 % | 14.0 % | 1.8 (8) |
| OKTA Okta Inc | 08/25 | +24 % | 19 3/25 | Stage 2 | B +40 | 8 of 9 | 20.4 | Software - Infrastructure | Sells AI | — | Technology | 148.40 $ | +36.6 % | +48.6 % | +20.2 % | −16.2 % | +1.6 % | 76 | 66 | 5.5 % | 6.6 % | 0.77 | 86.6 | 36.6 | 6.8 | 3.0 | 22.7 | 1.33 | 60.8 | 7.3 % | 77.4 % | 8.2 % | 3.7 % | 1.1 % | 0.29 | 73.8 % | +11.8 % | 0.0 % | 0.0 % | 6.2 | 98.8 % | 5.3 % | 1.4 (45) | |
| CWAN Clearwater Analytics Holdings Inc | 08/05 | +19 % | 92 10/25 | Stage 2 | C -6 | 2 of 9 | 7.3 | Software - Application | – | — | — | Technology | 24.60 $ | +1.8 % | +1.5 % | +13.4 % | 0 % | -0.5 % | 55 | 90 | 0.2 % | 0.3 % | 0.60 | — | 35.6 | 8.9 | 3.6 | 48.1 | 1.78 | 75.1 | 4.1 % | 66.0 % | -5.8 % | -3.1 % | -0.1 % | 1.10 | 67.7 % | +61.9 % | 0.0 % | 0.0 % | 6.1 | 107.1 % | 7.5 % | 1.1 (12) |
| CPAY Corpay Inc | 08/05 | +14 % | 34 4/25 | Stage 2 | B +29 | 5 of 9 | 21.8 | Software - Infrastructure | – | — | — | Technology | 369.30 $ | +12.8 % | +7.6 % | +7.0 % | −11.3 % | +21.3 % | 52 | 77 | 3.4 % | 3.3 % | 0.88 | 19.5 | 13.5 | 4.6 | 6.1 | 16.6 | 0.85 | 12.1 | 41.4 % | 79.7 % | 24.6 % | 32.1 % | 6.2 % | -2.71 | 13.2 % | +13.9 % | 0.0 % | 0.0 % | 5.2 | 102.4 % | 5.8 % | 1.3 (17) |
| ZM Zoom Video Communications Inc | 08/20 | +10 % | 78 8/25 | Stage 1 | B +33 | 7 of 9 | 24.3 | Software - Application | – | — | — | Technology | 90.90 $ | +0.2 % | -1.9 % | +10.6 % | −27.8 % | +38.8 % | 43 | 82 | 3.9 % | 4.8 % | 1.01 | 12.7 | 13.8 | 4.9 | 2.5 | 12.4 | 4.21 | 13.5 | 25.1 % | 77.8 % | 42.0 % | 22.0 % | 6.6 % | 0.01 | 82.0 % | +4.4 % | 0.0 % | 0.0 % | 14.7 | 79.1 % | 2.8 % | 1.7 (34) |
| IDCC InterDigital Inc | 07/30 | +73 % | 92 10/25 | Stage 4 | C +3 | 4 of 9 | 7.5 | Software - Application | – | — | — | Technology | 258.20 $ | -11.9 % | -15.2 % | +19.0 % | −33.8 % | +69.4 % | 28 | 18 | 4.1 % | 4.1 % | 1.41 | 26.0 | 32.1 | 9.1 | 6.4 | 14.0 | 1.32 | 12.3 | 40.1 % | 84.7 % | 44.2 % | 35.9 % | 13.1 % | 0.37 | 53.3 % | -4.0 % | 1.0 % | 20.3 % | 11.4 | 106.6 % | 12.6 % | 1.4 (5) |
| GEN Gen Digital Inc. | 08/06 | +13 % | 45 5/25 | Stage 4 | B +36 | 7 of 9 | 13.9 | Software - Infrastructure | – | — | — | Technology | 26.70 $ | -13.5 % | -8.4 % | -16.6 % | −27.7 % | +28.7 % | 27 | 92 | 4.2 % | 3.8 % | 1.21 | 15.6 | 9.2 | 2.8 | 5.4 | 9.1 | 1.53 | 9.3 | 63.4 % | 78.5 % | 19.5 % | 39.9 % | 8.7 % | -0.99 | 16.8 % | +27.1 % | 1.9 % | 20.2 % | 3.6 | 90.7 % | 6.4 % | 1.4 (9) |
| DT Dynatrace Holdings LLC | 08/05 | -7 % | 78 8/25 | Stage 3 | B +19 | 5 of 9 | 11.8 | Software - Application | – | — | — | Technology | 44.70 $ | -6.8 % | +1.1 % | -25.6 % | −30.0 % | +12.9 % | 25 | 14 | 4.0 % | 4.2 % | 0.73 | 80.3 | 22.9 | 5.8 | 4.8 | 22.3 | 0.93 | 41.8 | 10.5 % | 81.7 % | 8.1 % | 6.2 % | 3.9 % | 0.13 | 59.1 % | +18.8 % | 0.0 % | 0.0 % | 6.4 | 104.5 % | 4.0 % | 1.2 (34) |
| NTNX Nutanix Inc | — | +25 % | 60 6/25 | Stage 3 | B +33 | 8 of 9 | 12.6 | Software - Infrastructure | – | — | — | Technology | 55.10 $ | -7.4 % | -1.8 % | -35.2 % | −43.1 % | +21.5 % | 25 | 63 | 4.2 % | 4.8 % | 0.61 | 49.4 | 23.6 | 4.6 | 98.7 | 16.4 | 1.12 | 35.8 | 10.0 % | 87.1 % | 10.0 % | 0.0 % | 4.7 % | -1.68 | -21.2 % | +18.1 % | 0.0 % | 0.0 % | 1.1 | 90.8 % | 10.2 % | 1.1 (17) |
| PAYX Paychex Inc | — | 0 % | 72 7/25 | Stage 4 | B +12 | 4 of 9 | 34.7 | Software - Application | – | — | — | Technology | 115.20 $ | -10.6 % | -10.9 % | -33.7 % | −35.0 % | +10.2 % | 22 | 58 | 3.6 % | 3.3 % | 0.89 | 20.4 | 17.2 | 5.3 | 9.2 | 14.9 | 1.81 | 13.2 | 38.3 % | 67.2 % | 26.6 % | 40.3 % | 10.9 % | -5.82 | 23.1 % | +16.9 % | 4.5 % | 80.4 % | 5.6 | 85.5 % | 6.5 % | 2.2 (18) |
| META Meta Platforms Inc. | 07/29 | +32 % | 63 6/24 | Stage 4 | B +44 | 5 of 9 | 1,382.1 | Internet Content & Informati | – | — | — | Communication Services | 645.90 $ | -14.7 % | -15.6 % | -19.9 % | −31.8 % | +52.6 % | 19 | 80 | 3.4 % | 3.1 % | 1.25 | 20.0 | 18.5 | 6.4 | 5.7 | 28.6 | 0.84 | 13.3 | 40.6 % | 81.9 % | 32.8 % | 32.9 % | 16.4 % | 0.40 | 61.7 % | +22.2 % | 0.4 % | 6.9 % | 8.8 | 79.3 % | 1.4 % | 1.1 (68) |
| DUOL Duolingo Inc | 08/05 | -2 % | 79 8/25 | Stage 3 | A +53 | 4 of 9 | 5.4 | Software - Application | – | — | — | Technology | 133.90 $ | -24.7 % | -35.8 % | -70.5 % | −74.4 % | -11.4 % | 16 | 68 | 6.5 % | 6.5 % | 0.88 | 14.3 | 18.6 | 4.9 | 4.4 | 12.9 | — | 27.4 | 15.4 % | 72.7 % | 38.4 % | 37.0 % | 5.9 % | 0.07 | 67.6 % | +38.7 % | 0.0 % | 0.0 % | 9.6 | 98.5 % | 22.6 % | 1.4 (23) |
| PINS Pinterest Inc | 08/06 | -9 % | 75 7/24 | Stage 4 | B +20 | 4 of 9 | 10.9 | Internet Content & Informati | – | — | — | Communication Services | 22.80 $ | -24.6 % | -16.3 % | -41.6 % | −51.2 % | +42.6 % | 14 | 5 | 5.5 % | 5.4 % | 0.89 | 43.4 | 12.4 | 2.5 | 4.1 | 9.0 | 0.36 | 35.0 | -3.3 % | 79.9 % | 7.6 % | 8.9 % | 4.1 % | 0.51 | 61.4 % | +15.8 % | 0.0 % | 0.0 % | 8.0 | 116.7 % | 20.3 % | 1.2 (42) |
| ROP Roper Technologies Inc | 07/20 | -9 % | 72 7/25 | Stage 4 | B +26 | 8 of 9 | 33.1 | Software - Application | – | — | — | Technology | 362.80 $ | -25.6 % | -25.5 % | -41.0 % | −42.3 % | +35.9 % | 13 | 80 | 2.8 % | 3.0 % | 0.75 | 21.1 | 16.8 | 4.1 | 1.8 | 13.0 | 1.49 | 13.7 | 27.2 % | 69.4 % | 21.1 % | 9.0 % | 4.3 % | -4.14 | 54.5 % | +12.3 % | 1.0 % | 18.6 % | 6.3 | 104.8 % | 5.6 % | 1.4 (19) |
| SAIL SailPoint, Inc. Common Stock | — | — | 46 5/25 | Stage 4 | B +35 | 7 of 9 | 7.1 | Software - Infrastructure | – | — | — | Technology | 15.20 $ | -36.3 % | -34.9 % | -46.6 % | −49.1 % | +49.9 % | 12 | 42 | 6.5 % | 7.2 % | — | — | 47.8 | 6.3 | 1.1 | 38.1 | — | 658.7 | — | 66.4 % | -14.0 % | -2.3 % | -1.7 % | 0.00 | — | +24.4 % | 0.0 % | 0.0 % | 13.6 | 100.9 % | 21.2 % | — |
| PCTY Paylocity Holding Corporation | 08/04 | -14 % | 79 8/25 | Stage 4 | B +35 | 8 of 9 | 5.4 | Software - Application | – | — | — | Technology | 127.30 $ | -33.8 % | -30.6 % | -41.6 % | −49.2 % | +51.9 % | 10 | 70 | 4.0 % | 4.4 % | 0.52 | 22.7 | 13.0 | 3.1 | 4.8 | 11.4 | 0.91 | 12.6 | 31.3 % | 69.4 % | 14.9 % | 21.6 % | 4.3 % | 0.16 | 21.7 % | +13.7 % | 0.0 % | 0.0 % | 5.1 | 86.7 % | 7.0 % | 1.4 (20) |
| APPF Appfolio Inc | 07/30 | -4 % | 73 7/25 | Stage 4 | B +40 | 7 of 9 | 5.3 | Software - Application | – | — | — | Technology | 179.10 $ | -37.0 % | -33.8 % | -34.9 % | −55.6 % | +54.9 % | 10 | 74 | 4.9 % | 5.0 % | 0.79 | — | 128.2 | 5.3 | — | 22.7 | 7.45 | 30.6 | 19.4 % | 63.7 % | 15.3 % | 32.6 % | 18.5 % | — | 81.0 % | +19.7 % | 0.0 % | 0.0 % | 14.5 | 92.5 % | 10.9 % | 1.5 (8) |
| CRM Salesforce.com Inc | 09/02 | -9 % | 72 7/25 | Stage 4 | B +40 | 7 of 9 | 120.4 | Software - Application | – | — | — | Technology | 173.80 $ | -41.8 % | -40.2 % | -41.5 % | −45.7 % | +64.1 % | 9 | 78 | 3.9 % | 4.7 % | 1.18 | 18.4 | 12.0 | 2.8 | 3.8 | 8.2 | 0.78 | 12.0 | 21.8 % | 77.6 % | 18.7 % | 16.9 % | 5.7 % | -1.67 | 32.1 % | +9.6 % | 1.1 % | 12.4 % | 4.8 | 94.3 % | 8.3 % | 1.3 (55) |
| DOCU DocuSign Inc | — | -5 % | 72 7/25 | Stage 4 | B +24 | 7 of 9 | 8.1 | Software - Application | – | — | — | Technology | 52.30 $ | -37.6 % | -35.3 % | -40.2 % | −51.0 % | +39.7 % | 9 | 64 | 4.9 % | 5.1 % | 0.90 | 29.4 | 10.0 | 2.5 | 4.7 | 7.2 | 0.54 | 15.8 | 13.4 % | 79.5 % | 9.6 % | 16.4 % | 5.5 % | 0.14 | 45.7 % | +8.2 % | 0.0 % | 0.0 % | 2.0 | 96.7 % | 10.5 % | 1.8 (23) |
| NOW ServiceNow Inc | 07/22 | -4 % | 72 7/25 | Stage 4 | B +34 | 6 of 9 | 89.5 | Software - Application | Sells AI | — | Technology | 104.70 $ | -37.4 % | -34.5 % | -52.2 % | −91.5 % | +57.6 % | 8 | 53 | 5.6 % | 6.7 % | 0.96 | 58.5 | 25.4 | 6.4 | 8.7 | 19.3 | 1.03 | 33.0 | 13.3 % | 76.6 % | 12.6 % | 16.1 % | 5.7 % | 0.34 | 48.1 % | +20.9 % | 0.0 % | 0.0 % | 5.2 | 88.5 % | 5.8 % | 1.1 (47) | |
| ADSK Autodesk Inc | — | -2 % | 72 7/25 | Stage 4 | B +46 | 9 of 9 | 39.8 | Software - Application | – | — | — | Technology | 217.80 $ | -36.2 % | -34.5 % | -36.0 % | −42.4 % | +67.9 % | 8 | 91 | 4.0 % | 4.3 % | 1.32 | 28.7 | 15.9 | 5.3 | 13.0 | 14.6 | 0.77 | 18.0 | 29.5 % | 92.4 % | 19.5 % | 50.4 % | 11.3 % | -2.37 | 26.7 % | +17.5 % | 0.0 % | 0.0 % | 3.9 | 97.5 % | 3.9 % | 1.3 (32) |
| PTC PTC Inc | 07/29 | -7 % | 45 5/25 | Stage 4 | A +51 | 8 of 9 | 13.3 | Software - Application | – | — | — | Technology | 124.80 $ | -35.5 % | -35.5 % | -32.2 % | −48.8 % | +59.3 % | 8 | 92 | 3.8 % | 4.0 % | 0.99 | 11.1 | 15.3 | 4.4 | 3.5 | 14.3 | 1.02 | 8.6 | 41.6 % | 84.7 % | 41.6 % | 34.4 % | 12.0 % | 3.02 | 59.0 % | +19.2 % | 0.0 % | 0.0 % | 8.1 | 104.3 % | 6.7 % | 1.4 (20) |
| GDDY Godaddy Inc | 08/06 | +2 % | 72 7/25 | Stage 4 | B +24 | 8 of 9 | 10.6 | Software - Infrastructure | – | — | — | Technology | 94.80 $ | -38.7 % | -33.0 % | -54.1 % | −56.3 % | +41.3 % | 8 | 55 | 5.1 % | 5.1 % | 0.89 | 12.6 | 9.3 | 2.1 | 44.3 | 6.5 | 0.68 | 10.5 | 24.7 % | 63.8 % | 17.3 % | 39.8 % | 9.4 % | -1.14 | 2.9 % | +8.3 % | 0.0 % | 0.0 % | 2.3 | 104.8 % | 6.6 % | 1.5 (16) |
| BSY Bentley Systems Inc | 08/05 | -15 % | 61 6/25 | Stage 4 | B +29 | 8 of 9 | 8.9 | Software - Application | – | — | — | Technology | 32.40 $ | -25.3 % | -23.3 % | -44.3 % | −51.5 % | +57.0 % | 8 | 56 | 3.9 % | 4.1 % | 1.00 | 32.9 | 22.6 | 5.7 | 7.1 | 18.0 | 1.43 | 24.4 | 30.4 % | 81.6 % | 18.1 % | 24.3 % | 7.1 % | -0.93 | 34.8 % | +11.0 % | 0.9 % | 24.6 % | 3.6 | 53.5 % | 11.1 % | 1.4 (16) |
| ADBE Adobe Systems Incorporated | — | -20 % | 77 8/25 | Stage 4 | B +26 | 5 of 9 | 75.9 | Software - Application | – | — | — | Technology | 234.70 $ | -43.6 % | -41.5 % | -48.3 % | −50.7 % | +45.1 % | 7 | 57 | 4.0 % | 4.4 % | 1.43 | 11.6 | 8.7 | 3.0 | 7.0 | 7.1 | 0.58 | 8.4 | 35.3 % | 89.4 % | 28.7 % | 62.9 % | 19.9 % | -2.80 | 38.5 % | +10.5 % | 0.0 % | 0.0 % | 10.6 | 88.1 % | 5.9 % | 1.3 (38) |
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Frequently Asked Questions
Software and internet companies with efficient growth: Rule of 40 above 40 (revenue growth + free cash flow margin, trailing 12 months), EV/sales ratio below 10, and market cap above $5 billion. The Rule of 40 rewards companies that deliver growth AND profitability together — the key yardstick for software business models. Source: fundamental data.
All scanners are recalculated daily across the entire stock universe — most recently on 21. July 2026. The data basis is fundamental data and SEC filings (10-K annual reports and 10-Q quarterly reports).
Currently, 30 stocks pass this scanner's criteria (as of 21. July 2026). The 25 strongest hits are shown.
No global trading filters — this strategy checks the entire stock universe purely against its own criteria (mega caps over $50B included).
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Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.