Zarkness
2023-09-07
$Microsoft(MSFT)$ will be a no brainer , good reputation, on most laptop and monopoly businesses. @koolgal @LMSunshine @Tigress02 @GoodLife99 @airui @MojoStellar @melson @b1uesky come join in to give ur views and win coins //@Tiger_Earnings:

🎁Industrial Special of Q2 2023🎁

In the year of 2023, Technology sectors top the return among 11 sectors of $S&P 500(.SPX)$, mostly drive by the semiconductors and Interactive and Media services industry. Due to the mega trend of AI wave, many experts have give predict that the Tech stocks will continue to perform better in the rest of 2023 or further.

In this post, we will first cover winners (with market cap over $1B)of the Application software industries. Hope the data in this article helping you understand more about the field of healthcare service and technology companies.

1. Q2 2023 Revenue TOP 10:

Revenue mainly refers to the income obtained by an enterprise within a certain period of time, but does not include costs, fees, and taxes.

From the growth rate of revenue, it is often possible to observe the growth cycle of a company, and even observe the decline of the company.

Ticker

Revenue T12M ($)

Market Cap ($)

Current Price

P/E

EPS T12M ($)

Total Return YTD %

1

$Microsoft(MSFT)$

211915001856

2478197702656

333.55

34.07

9.71

40.03

2

$Oracle(ORCL)$

49955000320

336513826816

123.98

38.31

3.16

53.42

3

$Salesforce.com(CRM)$

33071000064

212785364992

218.69

65.73

1.61

64.94

4

$Adobe(ADBE)$

18429000192

257472299008

564.88

52.96

10.5

67.85

5

$Intuit(INTU)$

14367999744

154305265664

550.58

64.87

8.5

42.23

6

$VMware(VMW)$

13609999872

70707331072

163.91

50.07

3.34

33.52

7

$ServiceNow(NOW)$

8017000192

121820643328

597.16

227.61

6.99

53.8

8

$Palo Alto Networks(PANW)$

6892699904

75627282432

245.07

187.23

1.44

75.63

9

$Workday(WDAY)$

6716440960

64769019904

247.21

/

-0.48

47.74

10

$Concentrix Corp(CNXC)$

6471430016

4122737664

79.2

10.01

7.31

-40.04

Data source from Bloomberg, Price as of 5th Sept, 2023

2. Q2 2023 EPS TOP 10

EPS is equal to the net profit at the end of the period divided by the net number of shares at the end of the period. The ranking of U.S. stock returns can distinguish blue-chip stocks and junk stocks. You can also choose leading stocks by comparing the company's EPS, or observing the company's growth with EPS in different periods.

Ticker

EPS T12M $

Market Cap ($)

Current Price($)

P/E

Total Return YTD (%)

Revenue T12M ($)

1

$Roper(ROP)$

27.34

52650090496

493.39

43.68

14.71%

5782099968

2

$MicroStrategy(MSTR)$

16.33

4919323648

349.25

15.2

146.7%

500229000

3

$Adobe(ADBE)$

10.5

257472299008

564.88

52.96

67.85%

18429000192

4

$Microsoft(MSFT)$

9.71

2478197702656

333.55

34.07

40.03%

211915001856

5

$Intuit(INTU)$

8.5

154305265664

550.58

64.87

42.23%

14367999744

6

$Concentrix Corp(CNXC)$

7.31

4122737664

79.2

10.01

-40.04%

6471430016

7

$ServiceNow(NOW)$

6.99

121820643328

597.16

227.61

53.8%

8017000192

8

$Synopsys(SNPS)$

6.78

71000326144

466.85

64.68

46.22%

5527783040

9

$Ansys(ANSS)$

6.02

27552694272

317.46

52.25

31.4%

2172672032

10

$Paycom(PAYC)$

5.45

17784569856

294.12

53.3

-4.97%

1557551008

Data source from Bloomberg, Price as of 5th Sept, 2023

3. The TOP 10 by Market cap：

Ticker

Market Cap ($)

Current Price ($)

P/E

Total Return YTD (%)

1

$Microsoft(MSFT)$

2.48 T

333.55

34.07

40.03%

2

$Oracle(ORCL)$

336.6B

123.98

38.31

53.42%

3

$Adobe(ADBE)$

257.5B

564.88

52.96

67.85%

4

$Salesforce.com(CRM)$

212.8B

218.69

65.73

64.94%

5

$Intuit(INTU)$

15.43052657

550.58

64.87

42.23%

6

$ServiceNow(NOW)$

121820643328

597.16

227.61

53.8%

7

$Palo Alto Networks(PANW)$

75627282432

245.07

187.23

75.63%

8

$Synopsys(SNPS)$

71000326144

466.85

64.68

46.22%

9

$VMware(VMW)$

70707331072

163.91

50.07

33.52%

10

$Cadence Design(CDNS)$

66727161856

245.51

71.04

52.83%

Data source from Bloomberg, Price as of 5th Sept, 2023

4. Top 10 YTD 2023 TOP 10:

Ticker

Total Return YTD (%)

Market Cap ($)

Current Price($)

Revenue T12M ($)

EPS T12M ($)

1

$IONQ Inc.(IONQ)$

449.86

3843234048

18.97

11131000

-0.25

2

$Fastly, Inc.(FSLY)$

193.16

3102092032

24.01

468220000

-1.34

3

$C3.ai, Inc.(AI)$

180.88

3707504640

31.43

266795000

-2.45

4

$Samsara, Inc.(IOT)$

156.07

16823153664

31.83

652545024

-0.48

5

$MicroStrategy(MSTR)$

146.7

4919323648

349.25

500229000

16.33

6

$Palantir Technologies Inc.(PLTR)$

136.92

32729264128

15.21

2045006976

-0.03

7

$Duolingo, Inc.(DUOL)$

116.42

6394273280

153.94

369495008

-1.51

8

$ACV Auctions Inc.(ACVA)$

105.85

2716806144

16.9

447235000

-0.52

9

$MongoDB Inc.(MDB)$

100.23

28119052288

394.13

1487004000

-3.46

10

$Sprinklr, Inc.(CXM)$

93.39

4228609280

15.8

646575024

-0.1

Data source from Bloomberg, Price as of 5th Sept, 2023

5. Reply & Forward to Win Prizes

Which of the above companies is on your Watch-list?

Please comment on the reasons for the change of any data on any company.

Rewards:

  • Each valid review for any company can receive 5 Tiger Coins

  • Whoever Forward and this article s to the tiger community will get 5 Tiger Coins

  • Top 5 Comments with Most Likes will get an extra 10 Tiger Coins

  • Whom forwarded this post to own personal social media channels + screenshots back, can get 20 Tiger Coins

@Tiger_Earnings：🎁Application Software Q2 Winners by Revenue, EPS &YTD 2023
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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