THEME RANKINGS

AI Software Layer Ranking - Theme-level quality and growth rankings refreshed by Datafin.
Official Theme RankingPublished

AI Software Layer Ranking

Ranks companies inside the AI Software Layer theme by quality, growth and cash-generation signals.

Open live tool
Theme universe
83
Visible candidates
15
Model type
Quality ranking
Generated: Sep 9, 2026, 04:32 AM
Data as of: 2026-09-08
Theme Rankings· 6 analyses

Theme-level quality and growth rankings refreshed by Datafin.

Theme Leader Matrix

Theme leaders are tracked by growth, profitability and cash generation.

Quality strength
Sales growth
Top 3:1PLTR2GOOGL3KXS.TO
Theme Leader Matrix
StockSales growthQuality strength
PLTR78.9%281.8%
GOOGL20.1%48.4%
KXS.TO16.8%41.7%
DOCN21.4%39.3%
MSFT17.8%30.8%
KD75.6%20.1%
FORTE.IS88.3%88%
EXLS13.6%25.8%
PEGA3.6%89.4%
ZM5%55.6%
ADBE11.5%59.6%
TOST23%25.2%

Datafin’s View

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.

This analysis is for informational purposes only and is not investment advice; it is a repeatable research starting point using the same rules.

Cross-Theme Valuation

The median P/E of every theme we cover; a lower bar marks a more cheaply priced theme. This analysis’ theme is highlighted.

  • Battery and Energy Storage
    18.9
  • Strategic Minerals
    19
  • Food Security
    20
  • Pharmaceutical Manufacturers
    20.1
  • AI Platforms and Models
    20.2
  • AI Software Layer
    21
  • Agricultural Technology
    21.8
  • Financial Rails and Payments
    22.8
  • Water Scarcity and Infrastructure
    23.6
  • Circular Economy and Waste
    25.5
  • Digital Infrastructure
    26.1
  • Space and Satellite Economy
    27.4
  • Digital Commerce and Marketplaces
    27.5
  • Clean Energy Equipment
    28
  • Next-Generation Healthcare
    29.1
  • Copper and Power Transmission
    31
  • Robotics and Automation
    32
  • AI Data Center Infrastructure
    33.6
  • Cybersecurity
    33.8
  • Defense and Sovereign Technology
    35.1
  • Nuclear Fuel and Uranium
    39.2
  • Semiconductor Value Chain
    51
  • AI Chips and Accelerators
    60

The dark bar is this page’s theme. The lighter bars are the other themes we cover.

Results

Latest published or live-generated results from the official Datafin analysis.

1🇺🇸
PLTR.US
Palantir Technologies Inc.
98
Sales Growth
78.92%
EPS Growth
294.16%
Return on Equity(ROE)
38.42%
Return on Invested Capital(ROIC)
525.21%
Free Cash Flow
$3.4B
PEG Ratio
0.49
2🇺🇸
GOOGL.US
Alphabet Inc Class A
95
Sales Growth
20.05%
EPS Growth
109.39%
Return on Equity(ROE)
48.68%
Return on Invested Capital(ROIC)
48.17%
Free Cash Flow
$53.3B
PEG Ratio
0.16
3🇨🇦
KXS.TO
Kinaxis Inc
91
Sales Growth
16.77%
EPS Growth
262.06%
Return on Equity(ROE)
20.59%
Return on Invested Capital(ROIC)
62.86%
Free Cash Flow
$149.4M
PEG Ratio
0.15
4🇺🇸
DOCN.US
DigitalOcean Holdings Inc
90
Sales Growth
21.41%
EPS Growth
47.92%
Return on Equity(ROE)
62.27%
Return on Invested Capital(ROIC)
16.41%
Free Cash Flow
$14.9M
PEG Ratio
1.26
5🇺🇸
MSFT.US
Microsoft Corporation
89
Sales Growth
17.79%
EPS Growth
31.48%
Return on Equity(ROE)
34.04%
Return on Invested Capital(ROIC)
27.55%
Free Cash Flow
$67B
PEG Ratio
0.87
6🇺🇸
KD.US
Kyndryl Holdings Inc
89
Sales Growth
75.56%
EPS Growth
18.35%
Return on Equity(ROE)
29.51%
Return on Invested Capital(ROIC)
10.65%
Free Cash Flow
$148M
PEG Ratio
0.48
7🇹🇷
FORTE.IS
Forte Bilgi Iletisim Teknolojileri ve Savunma Sanayi A.S.
84
Sales Growth
88.28%
EPS Growth
-
Return on Equity(ROE)
152.43%
Return on Invested Capital(ROIC)
23.5%
Free Cash Flow
$77.6M
PEG Ratio
0
8🇺🇸
EXLS.US
ExlService Holdings Inc
83
Sales Growth
13.63%
EPS Growth
13.65%
Return on Equity(ROE)
25.94%
Return on Invested Capital(ROIC)
25.57%
Free Cash Flow
$275M
PEG Ratio
1.63
9🇺🇸
PEGA.US
Pegasystems Inc
81
Sales Growth
3.6%
EPS Growth
52.92%
Return on Equity(ROE)
54.69%
Return on Invested Capital(ROIC)
124.01%
Free Cash Flow
$502.5M
PEG Ratio
0.37
10🇺🇸
ZM.US
Zoom Video Communications Inc
79
Sales Growth
5.04%
EPS Growth
181.46%
Return on Equity(ROE)
32.14%
Return on Invested Capital(ROIC)
79.12%
Free Cash Flow
$1.9B
PEG Ratio
0.05
11🇺🇸
ADBE.US
Adobe Systems Incorporated
77
Sales Growth
11.49%
EPS Growth
13.36%
Return on Equity(ROE)
62.95%
Return on Invested Capital(ROIC)
56.21%
Free Cash Flow
$10.6B
PEG Ratio
1.07
12🇺🇸
TOST.US
Toast Inc
77
Sales Growth
23.04%
EPS Growth
122.48%
Return on Equity(ROE)
25.16%
Return on Invested Capital(ROIC)
-
Free Cash Flow
$576M
PEG Ratio
0.34
13🇺🇸
FRSH.US
Freshworks Inc
76
Sales Growth
15.57%
EPS Growth
-
Return on Equity(ROE)
19.7%
Return on Invested Capital(ROIC)
59.96%
Free Cash Flow
$249.7M
PEG Ratio
0.04
14🇺🇸
PRGS.US
Progress Software Corporation
74
Sales Growth
15.5%
EPS Growth
60.58%
Return on Equity(ROE)
18.57%
Return on Invested Capital(ROIC)
7.67%
Free Cash Flow
$305.2M
PEG Ratio
0.33
15🇹🇷
ATATP.IS
ATP Yazilim ve Teknoloji Anonim Sirketi
73
Sales Growth
27.82%
EPS Growth
31.76%
Return on Equity(ROE)
31.29%
Return on Invested Capital(ROIC)
44.17%
Free Cash Flow
-$18.6M
PEG Ratio
0.37

Methodology

Sales Growth> 12% · 18 pts
EPS Growth> 8% · 14 pts
Return on Equity (ROE)> 14% · 20 pts
Return on Invested Capital (ROIC)> 10% · 16 pts
Free Cash Flow> $0 · 20 pts
PEG Ratio< 2.5 · 12 pts

Last 5 Updates

Sep 9, 2026, 04:32 AM15 companies
Entered:FRSH.US
Exited:DSP.US
Aug 29, 2026, 04:33 AM15 companies
Entered:ATATP.IS
Exited:GOOG.US
Aug 18, 2026, 04:32 AM15 companies
Entered:KD.US, PRGS.US
Exited:INOD.US, ATATP.IS
Aug 6, 2026, 04:33 AM15 companies
Entered:DSP.US
Exited:FRSH.US
Jul 26, 2026, 04:32 AM15 companies
List unchanged (refreshed).

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