What are software – application stocks valued on?


I’m looking at ZM, ZS, NOW, CRWD, PANW, PLTR right now. Trying to narrow it down to invest in one.

All have 15%+ rev growth or more in the most recent quarter, except for ZM 4%.

However ZM has the most cash on its balance sheet ($7B+) and virtually no debt ($70M). Almost $25 per share in cash!

Debt to Equity ratios:
ZM – 0.91%
PLTR – 6.44%
NOW – 28.04%
CRWD – 33.93%
PANW – 50.3%
ZS – 129.17%

What would you conclude from this? Which stock would you invest in?

OR

Which stock do you like in software and why?


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