Coverage Universe
Software
Enterprise software, security, data platforms, and cloud infrastructure — seat, consumption, and system-of-record compounders.
17Names
71Avg moat
80Avg growth
69Avg val
—Avg score
4In IM25
17 stocks · Software
Versus the book
How this bucket sits against coverage
Moat71vs68 book+3
Growth80vs74 book+6
Val69vs72 book-3
Other sectors