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SaaS Sectors

Aggregated performance and valuation metrics across 15 SaaS verticals. This directory organizes the public software ecosystem into distinct categories, allowing you to analyze macro trends within specific industries like Cybersecurity, Developer Tools, and FinTech. Compare median Net Revenue Retention (NRR), EV/Revenue multiples, and Rule of 40 performance to understand how market sentiment and fundamental economics vary across different software sectors.

trending_upTRENDING VERTICAL

IT Service Management

Rule of 40
59
Med EV/Rev
9.3x
Explore IT Service Management Deep Divearrow_forward
Key Breakouts
NO
ServiceNow, Inc.
+23% YoY
JA
Jamf Holding Corp.
+23% YoY

All Sectors

Cloud Infrastructure

3 Assets
business
Median NRR
—
Med EV/Rev
18.9x
Total Market Cap
$3.4T
Top Constituents
MSFTDOCNDBRG
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Cloud Storage

2 Assets
business
Median NRR
—
Med EV/Rev
3.0x
Total Market Cap
$10.6B
Top Constituents
DBXBOX
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Communications

6 Assets
business
Median NRR
—
Med EV/Rev
3.0x
Total Market Cap
$66.9B
Top Constituents
ZMTWLORNG
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CRM & Sales

1 Assets
campaign
Median NRR
—
Med EV/Rev
3.8x
Total Market Cap
$156.5B
Top Constituents
CRM
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Data & Analytics

9 Assets
psychology
Median NRR
—
Med EV/Rev
10.1x
Total Market Cap
$518.9B
Top Constituents
PLTRSNOWMDB
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DevTools & Observability

5 Assets
code
Median NRR
—
Med EV/Rev
6.1x
Total Market Cap
$117.3B
Top Constituents
DDOGDTESTC
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Fintech

5 Assets
payments
Median NRR
—
Med EV/Rev
3.8x
Total Market Cap
$13.2B
Top Constituents
WEXBILLALKT
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HR Tech

4 Assets
people
Median NRR
—
Med EV/Rev
4.2x
Total Market Cap
$86.8B
Top Constituents
WDAYPAYXPAYC
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IT Service Management

2 Assets
business
Median NRR
—
Med EV/Rev
9.3x
Total Market Cap
$130.0B
Top Constituents
NOWJAMF
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Low-Code / No-Code

2 Assets
business
Median NRR
—
Med EV/Rev
3.4x
Total Market Cap
$7.7B
Top Constituents
PEGAAPPN
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Marketing Tech

6 Assets
campaign
Median NRR
—
Med EV/Rev
3.4x
Total Market Cap
$130.8B
Top Constituents
ADBEHUBSTTD
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Project Management

1 Assets
groups
Median NRR
—
Med EV/Rev
2.1x
Total Market Cap
$1.8B
Top Constituents
ASAN
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Sales Intelligence

1 Assets
business
Median NRR
—
Med EV/Rev
3.6x
Total Market Cap
$3.4B
Top Constituents
ZI
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Security

3 Assets
security
Median NRR
—
Med EV/Rev
5.3x
Total Market Cap
$27.5B
Top Constituents
OKTASVRNT
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Vertical SaaS

122 Assets
business
Median NRR
—
Med EV/Rev
3.3x
Total Market Cap
$2.2T
Top Constituents
ORCLSHOPCRWD
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Global Sector Benchmarks

SectorRev Growth (LTM)Rule of 40FCF MarginEV/Rev
businessCloud Infrastructure17.5%22%4.9%18.9x
businessCloud Storage8.0%52%44.0%3.0x
businessCommunications10.8%24%12.7%3.0x
campaignCRM & Sales9.4%47%37.7%3.8x
psychologyData & Analytics21.1%40%6.7%10.1x
codeDevTools & Observability25.8%49%23.2%6.1x
paymentsFintech16.3%26%9.3%3.8x
peopleHR Tech21.1%44%25.7%4.2x
businessIT Service Management22.7%59%36.7%9.3x
businessLow-Code / No-Code17.7%50%38.6%3.4x
campaignMarketing Tech12.9%37%18.4%3.4x
groupsProject Management9.2%12%3.1%2.1x
businessSales Intelligence2.2%38%35.6%3.6x
securitySecurity12.0%33%21.6%5.3x
businessVertical SaaS15.7%31%11.9%3.3x