ADBE
CoveredAdobe Inc.
NASDAQ · $24B
Adobe benefits from strong network effects and high switching costs within its c…
Peer Cohort · Robust
Application Software
Information Technology · Software & Services · Software · 21 peers
· 20 not run
One action: refreshes every issuer report, pulls latest FMP pricing & revenue, recomputes cohort performance, then regenerates the cohort synthesis.
Peer Cohort Report
Application Software — not yet synthesized
A cohort report needs ≥2 persisted issuer reports. Run the cohort fan-out above first — currently 0 ready.
Why these companies
Consolidated Application Software cohort (merged from Cybersecurity, EDA, Enterprise Apps, InsurTech, RegTech).
Cohort performance · 90 days
Application Software
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Leadership intelligence
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Members
20 issuers · scored first
APP
CoveredAppLovin
NYSE · $5B
AppLovin operates in the mobile app ecosystem, providing tools for app developer…
ADSK
CoveredAutodesk
NYSE · $7B
Autodesk's moat comes from high switching costs, as its industry-standard softwa…
CDNS
CoveredCadence Design Systems
NASDAQ · $5B
Cadence Design Systems provides software, hardware, and intellectual property fo…
DDOG
CoveredDatadog
NYSE · $3B
Datadog provides a monitoring and analytics platform for developers, IT operatio…
FFIV
CoveredF5 Inc.
NASDAQ · $3B
F5's moat comes from its strong brand recognition and deeply embedded Applicatio…
FICO
CoveredFair Isaac
NYSE · $2B
Fair Isaac Corporation (FICO) maintains a strong competitive moat primarily thro…
FTNT
CoveredFortinet Inc.
NASDAQ · $7B
Fortinet's moat lies in its comprehensive, integrated, and high-performance cybe…
GEN
CoveredGen Digital Inc.
NASDAQ · $5B
Gen Digital operates in the cybersecurity industry, offering a suite of digital …
INTU
CoveredIntuit Inc.
NASDAQ · $19B
Intuit benefits from high switching costs as businesses and individuals are deep…
ORCL
CoveredOracle Corporation
NYSE · $67B
Oracle's moat centers on its sticky database software, particularly its widely a…
PLTR
CoveredPalantir Technologies
NYSE · $4B
Palantir Technologies builds and deploys software platforms for the intelligence…
PANW
CoveredPalo Alto Networks
NASDAQ · $9B
Palo Alto Networks has a strong moat due to its comprehensive and integrated cyb…
PTC
CoveredPTC Inc.
NYSE · $3B
PTC benefits from high switching costs associated with its product lifecycle man…
ROP
CoveredRoper Technologies
NYSE · $8B
Roper Technologies operates a diversified portfolio of niche technology business…
CRM
CoveredSalesforce Inc.
NYSE · $42B
Salesforce has a strong competitive moat due to its comprehensive and integrated…
NOW
CoveredServiceNow Inc.
NYSE · $13B
ServiceNow benefits from high switching costs, as its platform becomes deeply em…
SNPS
CoveredSynopsys Inc.
NASDAQ · $7B
Synopsys's moat stems from its leadership in electronic design automation (EDA) …
TYL
CoveredTyler Technologies
NYSE · $2B
Tyler Technologies provides integrated software and technology services to the p…
WDAY
CoveredWorkday, Inc.
NYSE · $10B
Workday has a strong competitive moat primarily due to high switching costs asso…