Peer Cohort · Moderate

Enterprise Workflow / Cloud Business Applications

Information Technology · Software & Services · 3 peers

· 3 not run

One action: refreshes every issuer report, pulls latest FMP pricing & revenue, recomputes cohort performance, then regenerates the cohort synthesis.

Peer Cohort Report

A cohort report needs ≥2 persisted issuer reports. Run the cohort fan-out above first — currently 0 ready.

Why these companies

Cloud-native business application suites (CRM, ITSM, HCM, ERP) sold as multi-year subscriptions to large enterprises.

Cohort performance · 90 days

Enterprise Workflow / Cloud Business Applications

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Leadership intelligence

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Members

3 issuers · scored first

CRM

Covered

Salesforce Inc.

NYSE · $42B

Salesforce has a strong competitive moat due to its comprehensive and integrated…

NOW

Covered

ServiceNow Inc.

NYSE · $13B

ServiceNow benefits from high switching costs, as its platform becomes deeply em…

WDAY

Indexed

Workday, Inc.

NYSE · $10B

Workday has a strong competitive moat primarily due to high switching costs asso…