Sectors
Enterprise SaaS stocks
Peer comparison of the 6 Enterprise SaaS stocks tracked by R40, ordered by market cap.
Ordered by market cap, largest first — not by Rule of 40 score.
| Company | R40 | Market cap | Price | Revenue growth | FCF margin | P/E |
|---|---|---|---|---|---|---|
PLTR
Palantir Technologies Inc.
|
R40992024 Q4 | $316.39B | $123.06 | +36.2% | +62.4% | 200.0 |
CRM
Salesforce, Inc.
|
R40722026 Q2 | $175.19B | $184.02 | +13.3% | +58.9% | 20.4 |
SHOP
Shopify Inc.
|
R40492026 Q1 | $151.12B | $117.15 | +34.3% | +15.0% | 65.8 |
NOW
ServiceNow, Inc.
|
R40632026 Q1 | $116.42B | $111.23 | +22.1% | +40.6% | 165.2 |
DDOG
Datadog, Inc.
|
R40642026 Q1 | $99.68B | $267.97 | +32.1% | +32.1% | 302.7 |
U
Unity Software Inc.
|
R40302026 Q1 | $13.35B | $31.71 | +16.8% | +13.0% | - |