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
81
Visible candidates
15
Model type
Quality ranking
Generated: Jul 15, 2026, 04:31 AM
Data as of: 2026-07-14
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 3:1PLTR2DOCN3GOOGL
Theme Leader Matrix
StockSales growthQuality strength
PLTR67.7%196.7%
DOCN17.6%47.7%
GOOGL17.5%37.7%
GOOG17.5%37.7%
TOST23.4%97.8%
KXS.TO16.5%47.7%
MSFT17.9%33.2%
EXLS13.4%27.2%
FORTE.IS37.9%74.6%
PEGA3.5%82%
INOD40.1%150.3%
ATATP.IS157.2%53.1%

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.

  • AI Software Layer
    18
  • Strategic Minerals
    19.5
  • Battery and Energy Storage
    20.2
  • AI Platforms and Models
    20.4
  • Pharmaceutical Manufacturers
    20.8
  • Financial Rails and Payments
    20.9
  • Food Security
    22.4
  • Water Scarcity and Infrastructure
    23.3
  • Agricultural Technology
    23.8
  • Next-Generation Healthcare
    27.2
  • Circular Economy and Waste
    28.3
  • Digital Commerce and Marketplaces
    28.7
  • Digital Infrastructure
    29.6
  • Clean Energy Equipment
    30.4
  • Robotics and Automation
    32.2
  • Cybersecurity
    33.3
  • Defense and Sovereign Technology
    36.9
  • Nuclear Fuel and Uranium
    37
  • Copper and Power Transmission
    37.1
  • AI Data Center Infrastructure
    37.6
  • Space and Satellite Economy
    44.1
  • Semiconductor Value Chain
    65
  • AI Chips and Accelerators
    73.1

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.
97
Sales Growth
67.71%
EPS Growth
296.97%
Return on Equity(ROE)
32.89%
Return on Invested Capital(ROIC)
360.56%
Free Cash Flow
$2.7B
PEG Ratio
0.51
2🇺🇸
DOCN.US
DigitalOcean Holdings Inc
93
Sales Growth
17.61%
EPS Growth
99.46%
Return on Equity(ROE)
70%
Return on Invested Capital(ROIC)
25.36%
Free Cash Flow
$10.6M
PEG Ratio
0.6
3🇺🇸
GOOGL.US
Alphabet Inc Class A
92
Sales Growth
17.47%
EPS Growth
44.96%
Return on Equity(ROE)
38.88%
Return on Invested Capital(ROIC)
36.44%
Free Cash Flow
$64.4B
PEG Ratio
0.61
4🇺🇸
GOOG.US
Alphabet Inc Class C
92
Sales Growth
17.47%
EPS Growth
44.96%
Return on Equity(ROE)
38.88%
Return on Invested Capital(ROIC)
36.44%
Free Cash Flow
$64.4B
PEG Ratio
0.61
5🇺🇸
TOST.US
Toast Inc
92
Sales Growth
23.44%
EPS Growth
161.19%
Return on Equity(ROE)
22.5%
Return on Invested Capital(ROIC)
173.01%
Free Cash Flow
$654M
PEG Ratio
0.27
6🇨🇦
KXS.TO
Kinaxis Inc
91
Sales Growth
16.54%
EPS Growth
768.05%
Return on Equity(ROE)
20.81%
Return on Invested Capital(ROIC)
74.63%
Free Cash Flow
$139.1M
PEG Ratio
0.05
7🇺🇸
MSFT.US
Microsoft Corporation
90
Sales Growth
17.87%
EPS Growth
29.85%
Return on Equity(ROE)
34.01%
Return on Invested Capital(ROIC)
32.44%
Free Cash Flow
$72.9B
PEG Ratio
0.77
8🇺🇸
EXLS.US
ExlService Holdings Inc
86
Sales Growth
13.35%
EPS Growth
22.08%
Return on Equity(ROE)
28.09%
Return on Invested Capital(ROIC)
26.33%
Free Cash Flow
$296.6M
PEG Ratio
0.77
9🇹🇷
FORTE.IS
Forte Bilgi Iletisim Teknolojileri ve Savunma Sanayi A.S.
81
Sales Growth
37.92%
EPS Growth
-
Return on Equity(ROE)
133.5%
Return on Invested Capital(ROIC)
15.63%
Free Cash Flow
$59.5M
PEG Ratio
0
10🇺🇸
PEGA.US
Pegasystems Inc
81
Sales Growth
3.5%
EPS Growth
82.89%
Return on Equity(ROE)
51.74%
Return on Invested Capital(ROIC)
112.19%
Free Cash Flow
$494.9M
PEG Ratio
0.19
11🇺🇸
INOD.US
Innodata Inc
80
Sales Growth
40.1%
EPS Growth
8.88%
Return on Equity(ROE)
38.57%
Return on Invested Capital(ROIC)
262.1%
Free Cash Flow
$62M
PEG Ratio
6.85
12🇹🇷
ATATP.IS
ATP Yazilim ve Teknoloji Anonim Sirketi
78
Sales Growth
157.23%
EPS Growth
435.88%
Return on Equity(ROE)
47.28%
Return on Invested Capital(ROIC)
58.95%
Free Cash Flow
-$14.1M
PEG Ratio
0.02
13🇺🇸
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
0.92
14🇺🇸
ZM.US
Zoom Video Communications Inc
77
Sales Growth
4.98%
EPS Growth
105.79%
Return on Equity(ROE)
21.95%
Return on Invested Capital(ROIC)
89.65%
Free Cash Flow
$2B
PEG Ratio
0.12
15🇺🇸
FRSH.US
Freshworks Inc
76
Sales Growth
15.92%
EPS Growth
-
Return on Equity(ROE)
17.32%
Return on Invested Capital(ROIC)
64.65%
Free Cash Flow
$254.5M
PEG Ratio
0.05

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

Jul 15, 2026, 04:31 AM15 companies
Entered:FRSH.US
Exited:PRGS.US
Jun 30, 2026, 01:48 PM15 companies
Entered:DOCN.US, TOST.US, EXLS.US, PRGS.US, PEGA.US, INOD.US, ZM.US
Exited:INTEK.IS, ORCL.US, FTNT.US, ENGH.TO, CTSH.US, EPAM.US, CRWD.US
May 31, 2026, 08:33 AM15 companies
First run.

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