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Ranks companies inside the AI Software Layer theme by quality, growth and cash-generation signals.
Theme-level quality and growth rankings refreshed by Datafin.
Theme leaders are tracked by growth, profitability and cash generation.
| Stock | Sales growth | Quality strength |
|---|---|---|
| PLTR | 67.7% | 112.5% |
| FORTE.IS | 37.9% | 74.7% |
| GOOG | 17.5% | 37.7% |
| KXS.TO | 16.5% | 44.5% |
| MSFT | 17.9% | 33.2% |
| ATATP.IS | 157.2% | 73.3% |
| INTEK.IS | 90.4% | 49.6% |
| GOOGL | 17.5% | 37.7% |
| ADBE | 11% | 62% |
| ORCL | 14.9% | 35.5% |
| FTNT | 15.7% | 13.6% |
| ENGH.TO | -2.2% | 15.6% |
AI-software growth is easy to find and hard to fund; the ranking rewards companies that pair growth with real profitability rather than promises.
It filters the hype: among fast growers, it elevates the ones already turning growth into cash rather than promises.
The median P/E of every theme we cover; a lower bar marks a more cheaply priced theme. This analysis’ theme is highlighted.
The dark bar is this page’s theme. The lighter bars are the other themes we cover.
Latest published or live-generated results from the official Datafin analysis.
| # | Stock | Score | Sales Growth | EPS Growth | Return on Equity(ROE) | Return on Invested Capital(ROIC) | Free Cash Flow | PEG Ratio | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | 🇺🇸 | PLTR.US Palantir Technologies Inc. | 97 | 67.71% | 292.91% | 32.89% | 192.18% | $2.7B | 0.52 |
| 2 | 🇹🇷 | FORTE.IS Forte Bilgi Iletisim Teknolojileri ve Savunma Sanayi A.S. | 95 | 37.92% | 2,662.02% | 133.83% | 15.63% | $59.5M | 0 |
| 3 | 🇺🇸 | GOOG.US Alphabet Inc Class C | 92 | 17.47% | 44.96% | 38.88% | 36.44% | $64.4B | 0.65 |
| 4 | 🇨🇦 | KXS.TO Kinaxis Inc | 91 | 16.54% | 777.5% | 20.81% | 68.14% | $139.1M | 0.09 |
| 5 | 🇺🇸 | MSFT.US Microsoft Corporation | 88 | 17.87% | 25.52% | 34.01% | 32.44% | $72.9B | 1.33 |
| 6 | 🇹🇷 | ATATP.IS ATP Yazilim ve Teknoloji Anonim Sirketi | 80 | 157.23% | 371.1% | 87.69% | 58.95% | -$14.1M | 0.01 |
| 7 | 🇹🇷 | INTEK.IS Innosa Teknoloji A.S. | 80 | 90.37% | -73.5% | 16.72% | 82.4% | $947.7K | -0.67 |
| 8 | 🇺🇸 | GOOGL.US Alphabet Inc Class A | 77 | 17.47% | 12.22% | 38.88% | 36.44% | $64.4B | 3.95 |
| 9 | 🇺🇸 | ADBE.US Adobe Systems Incorporated | 77 | 10.96% | 13.78% | 58.77% | 65.3% | $10.3B | 0.98 |
| 10 | 🇺🇸 | ORCL.US Oracle Corporation | 68 | 14.87% | 31.48% | 58.71% | 12.33% | -$24.7B | 0.93 |
| 11 | 🇺🇸 | FTNT.US Fortinet Inc | 63 | 15.75% | 8.76% | 132.39% | -105.28% | $2.4B | 4.95 |
| 12 | 🇨🇦 | ENGH.TO Enghouse Systems Ltd | 59 | -2.18% | 57.22% | 11.48% | 19.65% | $75.6M | 0.26 |
| 13 | 🇺🇸 | CTSH.US Cognizant Technology Solutions Corp Class A | 54 | 6.55% | -1.86% | 14.88% | 15.08% | $2.5B | -6.29 |
| 14 | 🇺🇸 | EPAM.US EPAM Systems Inc | 53 | 14.21% | -0.75% | 10.93% | 14.44% | $543.6M | -19.53 |
| 15 | 🇺🇸 | CRWD.US Crowdstrike Holdings Inc | 46 | 21.71% | -948.21% | -4.75% | -1,139.92% | $1.2B | 0.64 |