Best Software - Infrastructure Stocks for 2026

Operating systems, databases, and security platforms earn the highest gross margins in the tech stack on platform-effect economics, so Quality dominates the ranking.

Infrastructure Software (operating systems, databases, security platforms, and developer tooling) earns the highest gross margins in the technology stack on platform-effect economics. The Quality pillar (gross margin, ROIC, FCF conversion) dominates composite ranking; Valuation pillar uses EV/Sales and rule-of-40 against revenue growth.

Data as of (updated daily)

Top 20 Software - Infrastructure stocks by composite score

#TickerNameComposite
1GCT.USGigaCloud Technology Inc Class A Ordinary Shares78.3
2DLO.USDlocal Ltd75.0
3002315.SHEFocus Technology Co Ltd72.8
4300442.SHEShanghai Precise Packaging Co Ltd72.0
5300773.SHELakala Payment Co Ltd71.4
6PTX.XETRAPalantir Technologies Inc.70.9
78017.HKTradeGo FinTech70.8
8KSPI.USJoint Stock Company Kaspi.kz70.5
9PLTR.USPalantir Technologies Inc.70.5
10P2LT34.SAPalantir Technologies Inc.70.4
11PLTR.BAPalantir Technologies Inc.69.9
120040.KLSEOpenSys M Bhd69.7
13PAYS.USPaysign Inc69.3
14TUYA.USTuya Inc ADR68.4
15STNE.USStoneCo Ltd68.3
16PICS.USPicpay Holdings Netherlands N.V. Class A Common Shares68.1
17688615.SHGINTSIG ORD A (SHH) EQSW Exp:68.0
18B4P.AUBeforepay Group Ltd67.8
19MLGO.USMicroAlgo Inc.67.7
20MSFT.SNMicrosoft Corporation66.9

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Methodology: How we score stocks. Data refreshed nightly around 03:30 ET. This page lists the top 20 by composite score; use the screener for the full ranked list.

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