导读：Salesforce仍然以市值1614亿美元坚持美国最大的SaaS公司职位 ，比第二位的ServiceNow(579亿美元)横跨2.8倍。Salesforce的市值在已往一年中也是增添最快的。
自2019年2月此榜单首次体例以来 ，Salesforce的市值已经增添了360亿美元 ，其增量凌驾了位列榜单第五的Atlassian的所有市值(333亿美元)。在已往的一年里 ，前十大SaaS公司的组成并没有太大的转变 ，引人注目的是不到一年前 ，即2019年4月 ，Zoom举行了首次果真募股 ，现在已一跃成为海内第八大SaaS公司。
作者 | Mike Sonders
泉源 |?www.mikesonders.com
These are the?50 largest publicly-listed SaaS companies?by market capitalization?as of mid-January, 2020.
I originally compiled this list for my research on the?best marketing channels for SaaS traffic.
All of these SaaS businesses are listed on U.S. stock exchanges, but not all of them are based in the U.S. (Atlassian’s headquarters is in Sydney, Australia, for example.)
Highlights for 2020
All market capitalization figures are for January 15, 2020, unless otherwise indicated. See the data listed at the bottom of the page for detailed numbers including year-over-year growth rates and more.
- Salesforce?is still the?largest SaaS company?in the U.S., with a market capitalization of $161.4 billion. That’s 2.8x bigger than the value of the second-largest company, ServiceNow ($57.9 billion).
- Salesforce?has also?grown the most in value?over the past year. Since I first compiled this list in February, 2019, Salesforce has added $36.0 billion dollars to its market cap. That’s bigger than the?entire?market value of Atlassian ($33.3 billion), the fifth-largest company on the list.
- Shopify?grew almost as dramatically as Salesforce over the past year,?adding $31.2 billion in value?to its market cap. That moved it up three spots in the list, making it the?third largest SaaS company.
- ServiceNow?had the?third-highest growth,?adding $14.8 billion?in value. No other company that first appeared on the list last year added more than $8 billion to its market cap.
- The composition of the top 10 SaaS companies hasn’t changed a lot over the past year, with one glaring exception:?Zoom?IPO’ed less than a year ago in April, 2019, and is?already the 8th-largest SaaS business?in the country.
- Of the 42 companies appearing on the list in both 2019 and 2020, the?average value increased by $3.6 billion?and the?median value increased by $1.3 billion.?Thirty-three?(or 78.6%) of the companies?saw their value increase, which isn’t very surprising given the performance of the broader U.S. stock markets in the past year.
- The?average?value of the top 50 largest SaaS companies is?$14.6 billion, but the?median?value is only?$7.7 billion, thanks to a handful of huge companies at the top skewing the average upwards.
- The?smallest?company on the list is?PagerDuty, with a market value of?$1.9?billion.
- All eight of the companies appearing in the list for the first time in 2020 had?IPOs in 2019:?Zoom, Slack, CrowdStrike, Datadog, Dynatrace, Medallia, Change Health,?and?PagerDuty.
- The?eight companies falling off of the list?from 2019 include?The Ultimate Software Group?(acquired by private equity),?Pivotal Software?(acquired by VMWare),?athenahealth?(acquired by Veritas Capital),?CarGurus?(disqualified as not SaaS),?Medidata Solutions?(acquired by Dassault Systèmes),?2U?(market cap too low),?Ellie Mae?(acquired by private equity), and?Zuora?(market cap too low).
The sheet below includes?website traffic data?from SimilarWeb and other competitive intelligence tools, and?growth rate? insights?from Cristoph Janz.
Largest SaaS Companies – Jan 2020 : SaaS?Top 50
原文链接：
https://www.mikesonders.com/largest-saas-companies/
