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Aktien.Guide

Software Ideas

30 Hits
July 21, 2026 last calculated

Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q) · Market filter active: the list shows 25 hits from US

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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Software Ideas
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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Quarterly Figures

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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).

Related scanners

Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.

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