Is SaaS Dead?

AI Defensibility Scores for 48 SaaS Companies

Defensibility Factors

Each company is scored 1-5 on five factors. Adjust weights below to see how different priorities change rankings.

IP: Intellectual Property
Patents, proprietary algorithms, trade secrets, and technical moats that are hard to replicate.
AE: AI Embedding
How deeply AI is integrated into the core product vs. being a superficial wrapper.
DM: Data Moat
Proprietary data assets, network effects, and data flywheels that improve with scale.
DL: Distribution Lock-in
Enterprise relationships, integrations, switching costs, and ecosystem effects.
DR: Displacement Risk
Inverted: How resistant is the company to being replaced by AI-native solutions?

Adjust Weights (auto-normalized to 100%)

IP20%
AE30%
DM25%
DL15%
DR10%
Sort by:

Microsoft

Platform/InfraMSFT
A+
94/100
IPAEDMDLDR
$397.23
$3.0T
-1.1%
1W
-10.6%
1M
-16.0%
YTD

Anthropic

Platform/Infra
A+
92/100
IPAEDMDLDR
Private Company

ServiceNow

Control PlaneNOW
A+
91/100
IPAEDMDLDR
$104.27
$110.0B
+0.9%
1W
-16.8%
1M
-29.3%
YTD
-44.4%
1Y

CrowdStrike

Control PlaneCRWD
A
87/100
IPAEDMDLDR
$388.60
$98.0B
-5.6%
1W
-12.8%
1M
-14.3%
YTD
-4.4%
1Y

Datadog

Control PlaneDDOG
A
87/100
IPAEDMDLDR
$115.66
$40.6B
-8.3%
1W
-6.3%
1M
-13.5%
YTD
-3.3%
1Y

Databricks (Lakehouse SaaS)

Control Plane
A
86/100
IPAEDMDLDR
Private Company

Adobe

Control PlaneADBE
A
83/100
IPAEDMDLDR
$258.61
$108.3B
-1.5%
1W
-12.1%
1M
-22.4%
YTD
-41.8%
1Y

Salesforce

Control PlaneCRM
A
83/100
IPAEDMDLDR
$185.16
$176.3B
-0.1%
1W
-16.4%
1M
-27.0%
YTD
-39.8%
1Y

OpenAI (Cloud APIs)

Platform/Infra
A
82/100
IPAEDMDLDR
Private Company

Snowflake

Control PlaneSNOW
A
80/100
IPAEDMDLDR
$172.50
$59.0B
-0.2%
1W
-16.5%
1M
-20.4%
YTD
-3.0%
1Y

Intuit

Control PlaneINTU
B
77/100
IPAEDMDLDR
$380.55
$105.9B
-4.4%
1W
-27.5%
1M
-39.4%
YTD
-32.2%
1Y

Workday

Control PlaneWDAY
B
77/100
IPAEDMDLDR
$137.81
$36.8B
-4.3%
1W
-24.9%
1M
-33.0%
YTD
-46.2%
1Y

Shopify

Control PlaneSHOP
B
77/100
IPAEDMDLDR
$126.20
$164.7B
+14.0%
1W
-8.9%
1M
-19.7%
YTD
+9.2%
1Y

Okta

Control PlaneOKTA
B
77/100
IPAEDMDLDR
$74.29
$13.2B
-12.5%
1W
-16.5%
1M
-11.2%
YTD
-19.9%
1Y

Box

Strong IntegratorBOX
B
76/100
IPAEDMDLDR
$22.87
$3.3B
+0.3%
1W
-12.1%
1M
-20.7%
YTD
-31.7%
1Y

Atlassian

Strong IntegratorTEAM
B
74/100
IPAEDMDLDR
$75.98
$20.0B
-12.1%
1W
-37.9%
1M
-50.9%
YTD
-73.4%
1Y

SAP (SaaS products)

Control PlaneSAP
B
71/100
IPAEDMDLDR
$202.59
$236.4B
-0.6%
1W
-10.0%
1M
-14.5%
YTD
-27.8%
1Y

Oracle NetSuite

Control PlaneORCL
B
71/100
IPAEDMDLDR
$148.08
$425.6B
-5.4%
1W
-14.8%
1M
-24.1%
YTD
-10.9%
1Y

HubSpot

Strong IntegratorHUBS
C
69/100
IPAEDMDLDR
$233.50
$12.3B
+2.0%
1W
-22.8%
1M
-38.9%
YTD
-67.9%
1Y

GitLab

Strong IntegratorGTLB
C
69/100
IPAEDMDLDR
$26.39
$4.4B
-10.8%
1W
-20.4%
1M
-27.1%
YTD
-58.8%
1Y

Klaviyo

Strong IntegratorKVYO
C
69/100
IPAEDMDLDR
$17.32
$5.3B
-6.4%
1W
-31.4%
1M
-40.9%
YTD
-58.6%
1Y

Zendesk

Strong Integrator
C
69/100
IPAEDMDLDR
Private Company

Intercom

Strong Integrator
C
69/100
IPAEDMDLDR
Private Company

Coupa

Strong Integrator
C
68/100
IPAEDMDLDR
Private Company

Splunk (Cloud)

Strong Integrator
C
68/100
IPAEDMDLDR
Private Company

Canva

Strong Integrator
C
67/100
IPAEDMDLDR
Private Company

Zoom Video Communications

Strong IntegratorZM
C
66/100
IPAEDMDLDR
$90.29
$27.0B
-2.1%
1W
+11.2%
1M
+8.4%
YTD
+9.4%
1Y

DocuSign

Strong IntegratorDOCU
C
63/100
IPAEDMDLDR
$44.48
$8.9B
+1.7%
1W
-20.6%
1M
-31.4%
YTD
-47.0%
1Y

Twilio

Strong IntegratorTWLO
C
63/100
IPAEDMDLDR
$113.14
$17.4B
+2.5%
1W
-5.9%
1M
-18.2%
YTD
-1.0%
1Y

MongoDB

Strong IntegratorMDB
C
63/100
IPAEDMDLDR
$344.56
$28.0B
-3.4%
1W
-9.7%
1M
-13.8%
YTD
+26.1%
1Y

Elastic

Strong IntegratorESTC
C
63/100
IPAEDMDLDR
$58.12
$6.2B
-3.7%
1W
-16.4%
1M
-19.9%
YTD
-45.4%
1Y

PagerDuty

Strong IntegratorPD
C
63/100
IPAEDMDLDR
$6.57
$612.6M
-3.1%
1W
-39.0%
1M
-47.0%
YTD
-63.7%
1Y

Sage Intacct

Strong Integrator
D
57/100
IPAEDMDLDR
Private Company

Airtable

High Exposure
D
54/100
IPAEDMDLDR
Private Company

Navan (TripActions)

High Exposure
D
54/100
IPAEDMDLDR
Private Company

Semrush

High ExposureSEMR
D
52/100
IPAEDMDLDR
$11.82
$1.8B
0.0%
1W
-0.8%
1M
-0.6%
YTD
-26.5%
1Y

Asana

High ExposureASAN
F
49/100
IPAEDMDLDR
$7.26
$1.7B
-3.6%
1W
-32.0%
1M
-44.0%
YTD
-65.1%
1Y

Notion

High Exposure
F
49/100
IPAEDMDLDR
Private Company

Smartsheet

High ExposureSMAR
F
49/100
IPAEDMDLDR

Freshworks

High ExposureFRSH
F
49/100
IPAEDMDLDR
$7.46
$2.2B
+6.0%
1W
-32.9%
1M
-35.7%
YTD
-56.9%
1Y

Mailchimp (Intuit)

High Exposure
F
49/100
IPAEDMDLDR
Private Company

SurveyMonkey (Momentive)

High Exposure
F
49/100
IPAEDMDLDR
Private Company

Miro

High Exposure
F
49/100
IPAEDMDLDR
Private Company

Fieldwire

High Exposure
F
43/100
IPAEDMDLDR
Private Company

Veeva Systems

High ExposureVEEV
F
40/100
IPAEDMDLDR
$180.31
$29.6B
+4.8%
1W
-17.9%
1M
-17.9%
YTD
-20.1%
1Y

LeadSquared

High Exposure
F
40/100
IPAEDMDLDR
Private Company

Coupler.io

High Exposure
F
40/100
IPAEDMDLDR
Private Company

Printify

High Exposure
F
29/100
IPAEDMDLDR
Private Company

Data sources: Company scores from AI defensibility analysis. Stock data from Yahoo Finance.

Scores are subjective assessments and should not be used as investment advice.