Data & Analytics
Covers cloud data warehouses, real-time streaming analytics, and data management platforms. Buyers include data engineers, analytics leaders, and CIOs at data-intensive organizations. Infrastructure-heavy architectures mean cloud compute and storage pass-throughs can compress gross margins relative to pure-SaaS peers.
Med EV/Rev8.3x
Total Mkt Cap$421.2B
Avg Rule of 4037
Avg Gross Margin75%
Sector vs. all public SaaS
EV / Revenue8.3x vs 4.1x all-SaaS avg
Gross Margin75% vs 74% all-SaaS avg
Rule of 4037% vs 37% all-SaaS avg
Revenue Growth YoY22% vs 14% all-SaaS avg
At or above all-SaaS median
Below all-SaaS median
All-SaaS median
7 Companies
AI
Amplitude, Inc.
AMPL
arrow_outward
Market Cap
$946.6M
EV / Rev
2.5x
Rule of 40
23
Gross Margin
74%
CI
Confluent, Inc.
CFLT
arrow_outward
Market Cap
$11.1B
EV / Rev
10.1x
Rule of 40
26
Gross Margin
74%
DI
Domo, Inc.
DOMO
Lowest multiplearrow_outward
Market Cap
$161.8M
EV / Rev
0.8x
Rule of 40
-0
Gross Margin
75%
MG
Momentive Global Inc.
MNTV
arrow_outward
Market Cap
$1.4B
EV / Rev
2.8x
Rule of 40
10
Gross Margin
82%
MI
MongoDB, Inc.
MDB
Most efficientarrow_outward
Market Cap
$21.2B
EV / Rev
8.3x
Rule of 40
43
Gross Margin
72%
PT
Palantir Technologies Inc.
PLTR
Largest in sectorarrow_outward
Market Cap
$334.3B
EV / Rev
74.4x
Rule of 40
103
Gross Margin
82%
SI
Snowflake Inc.
SNOW
Fastest growtharrow_outward
Market Cap
$52.0B
EV / Rev
10.5x
Rule of 40
53
Gross Margin
67%
Sector Insights
Palantir Technologies Inc. is the outlier
Palantir Technologies Inc. (PLTR) posts a Rule of 40 of 103, more than 20 points above the sector average of 37. This efficiency standout pulls the sector mean higher.
Related Benchmarks