ソフトウェアセクターの米国株ランキング
ソフトウェアセクターの米国主要 39 銘柄を、実データで一覧。低PER・高成長・高収益・乖離（期待先行）の代表銘柄と、全銘柄の主要指標を並べています。
セクター内のリーダー
低PER
PYPL PayPal
7.9×
高成長 (売上YoY)
PLTR Palantir
+93%
高収益 (営業益率)
APP AppLovin
77.7%
乖離 (期待先行)
APP AppLovin
+124pt
ソフトウェア 全銘柄の主要指標（時価総額順）
| # | 銘柄 | 時価総額 | PER | PSR | ROE | 売上YoY | 営業益率 | 乖離 |
|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL Alphabet | $4.40T | 18.0× | 9.9× | 49% | +24% | 34% | +24pt |
| 2 | MSFT Microsoft | $2.90T | 21.7× | 8.7× | 34% | +18% | 45% | -23pt |
| 3 | META Meta | $1.48T | 21.8× | 6.5× | 30% | +28% | 31% | -16pt |
| 4 | ORCL Oracle | $456.1B | 24.1× | 6.3× | 42% | +30% | 35% | -12pt |
| 5 | NFLX Netflix | $323.3B | 23.7× | 6.7× | 50% | +13% | 33% | -8pt |
| 6 | PLTR Palantir | $310.7B | 103.0× | 50.5× | 38% | +93% | 47% | +68pt |
| 7 | IBM IBM | $272.8B | 25.4× | 4.0× | 35% | +1% | — | +24pt |
| 8 | PANW Palo Alto Networks | $271.4B | 884.2× | 23.6× | 2% | +34% | 5% | +28pt |
| 9 | CRWD CrowdStrike | $195.4B | 3340.7× | 36.2× | 1% | +26% | -2% | +63pt |
| 10 | APP AppLovin | $176.7B | 40.1× | 27.2× | 204% | +53% | 78% | +124pt |
| 11 | UBER Uber | $152.0B | 15.9× | 2.8× | 38% | +12% | 13% | -16pt |
| 12 | CRM Salesforce | $151.4B | 15.7× | 3.5× | 19% | +11% | 21% | -23pt |
| 13 | FTNT Fortinet | $114.6B | 54.1× | 15.2× | 117% | +26% | 34% | +44pt |
| 14 | ACN Accenture | $114.1B | 13.6× | 1.5× | 27% | +6% | 15% | -32pt |
| 15 | ADBE Adobe | $113.5B | 15.6× | 4.4× | 62% | +13% | 35% | -40pt |
| 16 | NOW ServiceNow | $109.9B | 65.8× | 7.5× | 14% | +24% | 4% | -39pt |
| 17 | SNOW Snowflake | $103.5B | — | 19.0× | -48% | +35% | -17% | +26pt |
| 18 | DDOG Datadog | $92.8B | 522.0× | 23.4× | 5% | +36% | 1% | +13pt |
| 19 | ABNB Airbnb | $88.2B | 32.8× | 6.7× | 35% | +17% | 21% | -13pt |
| 20 | NET Cloudflare | $85.9B | — | 34.2× | -14% | +36% | -30% | +41pt |
| 21 | INTU Intuit | $84.5B | 18.5× | 3.9× | 24% | +14% | 11% | -44pt |
| 22 | DASH DoorDash | $83.4B | 99.2× | 5.3× | 9% | +36% | 4% | +4pt |
| 23 | CDNS Cadence Design | $76.9B | 65.6× | 13.9× | 21% | +19% | 29% | -22pt |
| 24 | SNPS Synopsys | $74.5B | 69.2× | 7.9× | 4% | +42% | 14% | -35pt |
| 25 | COIN Coinbase | $43.7B | — | 7.0× | -8% | -19% | -9% | -29pt |
| 26 | PYPL PayPal | $40.0B | 7.9× | 1.2× | 25% | +7% | 18% | -23pt |
| 27 | RBLX Roblox | $39.6B | — | 7.0× | -396% | +36% | -16% | -12pt |
| 28 | WDAY Workday | $39.3B | 31.4× | 3.9× | 16% | +13% | 12% | -27pt |
| 29 | RDDT Reddit | $37.4B | 43.0× | 13.5× | 31% | +61% | 29% | — |
| 30 | ROP Roper Technologies | $36.0B | 14.4× | 4.3× | 13% | +9% | 28% | -32pt |
| 31 | MSTR Strategy | $35.5B | — | 71.3× | -78% | +7% | -6808% | -16pt |
| 32 | TWLO Twilio | $32.1B | 28.0× | 5.8× | 14% | +22% | 6% | +77pt |
| 33 | MDB MongoDB | $27.2B | 462.3× | 9.8× | 2% | +31% | 4% | -3pt |
| 34 | OKTA Okta | $24.7B | 83.6× | 8.1× | 4% | +11% | 13% | +16pt |
| 35 | ZS Zscaler | $24.7B | — | 7.3× | -3% | +25% | -2% | -30pt |
| 36 | U Unity Software | $12.9B | — | 6.4× | -19% | +24% | -6% | +35pt |
| 37 | DOCU Docusign | $10.2B | 31.1× | 3.0× | 18% | +9% | 13% | -5pt |
| 38 | HUBS HubSpot | $9.6B | 65.3× | 2.8× | 8% | +20% | 5% | -63pt |
| 39 | S SentinelOne | $6.5B | — | 5.9× | -23% | +21% | -31% | -28pt |
※ 数値は直近四半期末ベース（ROEはTTM、乖離=直近2年の株価CAGR−売上CAGR）。並び替え・絞り込みは スクリーナー で。
関連ガイド・ランキング
米国株をはじめるには証券口座が必要です PR
口座の開設は各社の公式サイトから。手数料・取扱銘柄・キャンペーン等の最新条件は必ず各社公式サイトでご確認のうえ、ご自身の判断で比較・選択してください。
マネックス証券｜米国株
対象は kabu 掲載のソフトウェア銘柄（39社）。出典: SEC EDGAR + Yahoo Finance（四半期化・分割調整済み、データ更新 2026-10-18）。情報提供・教育目的であり投資助言ではありません。順位は過去データに基づき将来を保証しません。