Infrastructure Software industry stocks
179 companies in the Infrastructure Software industry. 89 have a published intrinsic value and 32 trade at least 20% below it.
The median company in Infrastructure Software with a published value trades 33% above our estimate of intrinsic value.
Values as of the 22 Sept 2026 close.
Most undervalued stocks in Infrastructure Software
- Payoneer Global Inc (PAYO): undervalued, +79% margin of safety
- Progress Software Corp (PRGS): undervalued, +79% margin of safety
- WEX Inc (WEX): undervalued, +78% margin of safety
- Remitly Global Inc (RELY): undervalued, +77% margin of safety
- DLocal Limited (DLO): undervalued, +73% margin of safety
- Global Payments Inc (GPN): undervalued, +71% margin of safety
- Godaddy Inc (GDDY): undervalued, +71% margin of safety
- LiveRamp Holdings Inc (RAMP): undervalued, +70% margin of safety
- Wix.com Ltd (WIX): undervalued, +67% margin of safety
- Gen Digital Inc (GEN): undervalued, +65% margin of safety
Liquid names only: at least $1M traded a day and $50M of market value.
Largest companies in Infrastructure Software
- Microsoft Corp (MSFT): slightly overvalued, -6% margin of safety
- Oracle Corp (ORCL): undervalued, +24% margin of safety
- Palantir Technologies Inc (PLTR): overvalued, -417% margin of safety
- Palo Alto Networks Inc (PANW): overvalued, -152% margin of safety
- Crowdstrike Holdings Inc (CRWD): overvalued, -571% margin of safety
- Fortinet Inc (FTNT): overvalued, -33% margin of safety
- Cloudflare Inc (NET): overvalued, -758% margin of safety
- Synopsys Inc (SNPS): slightly overvalued, -9% margin of safety
- Nebius Group NV (NBIS): not valued
- CoreWeave Inc (CRWV): not valued
- Block Inc (XYZ): overvalued, -114% margin of safety
- Twilio Inc (TWLO): overvalued, -243% margin of safety
- Netapp Inc (NTAP): overvalued, -57% margin of safety
- MongoDB Inc (MDB): overvalued, -75% margin of safety
- Okta Inc (OKTA): overvalued, -483% margin of safety
- Zscaler Inc (ZS): overvalued, -59% margin of safety
- Verisign Inc (VRSN): overvalued, -54% margin of safety
- Corpay Inc (CPAY): undervalued, +43% margin of safety
- F5 Inc (FFIV): overvalued, -92% margin of safety
- Rubrik Inc (RBRK): overvalued, -377% margin of safety
- Global Payments Inc (GPN): undervalued, +71% margin of safety
- Samsara Inc (IOT): overvalued, -82% margin of safety
- Nutanix Inc (NTNX): undervalued, +28% margin of safety
- Kaspi.kz JSC ADR (KSPI): not valued
- Toast Inc (TOST): overvalued, -50% margin of safety
- DigitalOcean Holdings Inc (DOCN): overvalued, -84% margin of safety
- Akamai Technologies Inc (AKAM): undervalued, +41% margin of safety
- Gen Digital Inc (GEN): undervalued, +65% margin of safety
- Check Point Software Technologies Ltd (CHKP): undervalued, +43% margin of safety
- Godaddy Inc (GDDY): undervalued, +71% margin of safety
- Sailpoint Inc (SAIL): overvalued, -168% margin of safety
- PayPay Corp ADR (PAYP): not valued
- SentinelOne Inc (S): overvalued, -78% margin of safety
- Gitlab Inc (GTLB): fairly valued, -4% margin of safety
- Netskope Inc (NTSK): not valued
- Zeta Global Holdings Corp (ZETA): overvalued, -597% margin of safety
- Dropbox Inc (DBX): undervalued, +62% margin of safety
- UiPath Inc (PATH): fairly valued, -4% margin of safety
- Qualys Inc (QLYS): slightly undervalued, +19% margin of safety
- Amdocs Ltd (DOX): undervalued, +37% margin of safety
- WEX Inc (WEX): undervalued, +78% margin of safety
- Bullish (BLSH): not valued
- Core Scientific Inc (CORZ): not valued
- Mobility Global Inc (MBGL): no published value
- Varonis Systems Inc (VRNS): overvalued, -137% margin of safety
- BlackBerry Ltd (BB): overvalued, -824% margin of safety
- ACI Worldwide Inc (ACIW): undervalued, +64% margin of safety
- Box Inc (BOX): overvalued, -180% margin of safety
- Remitly Global Inc (RELY): undervalued, +77% margin of safety
- Paymentus Holdings Inc (PAY): overvalued, -58% margin of safety
- DLocal Limited (DLO): undervalued, +73% margin of safety
- Tenable Holdings Inc (TENB): overvalued, -679% margin of safety
- Wix.com Ltd (WIX): undervalued, +67% margin of safety
- Infleqtion Inc (INFQ): not valued
- Shift4 Payments Inc (FOUR): undervalued, +48% margin of safety
- Cellebrite DI Ltd (CLBT): undervalued, +41% margin of safety
- Five9 Inc (FIVN): overvalued, -112% margin of safety
- Netscout Systems Inc (NTCT): overvalued, -34% margin of safety
- AvePoint Inc (AVPT): overvalued, -74% margin of safety
- Teradata Corp (TDC): fairly valued, +3% margin of safety
- Appian Corp (APPN): overvalued, -394% margin of safety
- PagSeguro Digital Ltd (PAGS): no reliable verdict
- NextNav Inc (NN): not valued
- Euronet Worldwide Inc (EEFT): no reliable verdict
- Payoneer Global Inc (PAYO): undervalued, +79% margin of safety
- StoneCo Ltd (STNE): not valued
- LiveRamp Holdings Inc (RAMP): undervalued, +70% margin of safety
- Calix Inc (CALX): overvalued, -99% margin of safety
- Flywire Corp (FLYW): overvalued, -89% margin of safety
- A10 Networks Inc (ATEN): undervalued, +25% margin of safety
- GigaCloud Technology Inc (GCT): no reliable verdict
- Bandwidth Inc (BAND): undervalued, +56% margin of safety
- Xanadu Quantum Technologies Ltd (XNDU): not valued
- C3.ai Inc (AI): overvalued, -220% margin of safety
- Pagaya Technologies Ltd (PGY): no reliable verdict
- Evertec Inc (EVTC): no reliable verdict
- Progress Software Corp (PRGS): undervalued, +79% margin of safety
- Marqeta Inc (MQ): undervalued, +61% margin of safety
- Nayax Ltd (NYAX): overvalued, -250% margin of safety
- Boost Run Inc (BRUN): not valued
- Radware (RDWR): overvalued, -270% margin of safety
- PicS NV (PICS): not valued
- Aeva Technologies Inc (AEVA): overvalued, -792% margin of safety
- Rackspace Technology Inc (RXT): not valued
- Rezolve AI Plc (RZLV): not valued
- Tuya Inc ADR (TUYA): undervalued, +26% margin of safety
- Sabre Corp (SABR): no reliable verdict
- Backblaze Inc (BLZE): overvalued, -48% margin of safety
- Rapid7 Inc (RPD): slightly undervalued, +6% margin of safety
- Horizon Quantum Holdings Ltd (HQ): no published value
- New Era Energy & Digital Inc (NUAI): not valued
- PaySign Inc (PAYS): overvalued, -47% margin of safety
- Katapult Holdings Inc (KPLT): undervalued, +51% margin of safety
- Consensus Cloud Solutions Inc (CCSI): undervalued, +51% margin of safety
- Priority Technology Holdings Inc (PRTH): no reliable verdict
- OneSpan Inc (OSPN): slightly undervalued, +11% margin of safety
- Kodiak AI Inc (KDK): not valued
- Cognyte Software Ltd (CGNT): overvalued, -150% margin of safety
- Yext Inc (YEXT): fairly valued, +1% margin of safety
- OBOOK Holdings Inc (OWLS): no published value
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