10 Best B2b Saas for November 2025
Welcome to the Value Sense Blog, your resource for insights on the stock market! At Value Sense, we focus on intrinsic value tools and offer stock ideas with undervalued companies. Dive into our research products and learn more about our unique approach at valuesense.io
Explore diverse stock ideas covering technology, healthcare, and commodities sectors. Our insights are crafted to help investors spot opportunities in undervalued growth stocks, enhancing potential returns. Visit us to see evaluations and in-depth market research.
Market Overview & Selection Criteria
The current market environment remains volatile, with technology and software sectors showing resilience amid broader economic uncertainty. ValueSense’s stock selection process emphasizes companies with strong fundamentals, attractive valuations, and clear growth catalysts. Each stock in this watchlist is evaluated using a proprietary quality rating, intrinsic value estimate, and key financial metrics—including revenue growth, free cash flow margins, and return on invested capital. Our goal is to highlight stocks that may be overlooked by the broader market but offer compelling risk-reward profiles for long-term investors.
Featured Stock Analysis
Stock #1: HubSpot, Inc. (HUBS)
| Metric | Value |
|---|---|
| Market Cap | $25.9B |
| Quality Rating | 6.2 |
| Intrinsic Value | $210.9 |
| 1Y Return | -11.3% |
| Revenue | $2,847.9M |
| Free Cash Flow | $669.5M |
| Revenue Growth | 19.0% |
| FCF margin | 23.5% |
| Gross margin | 84.6% |
| ROIC | (8.3%) |
| Total Debt to Equity | 13.6% |
Investment Thesis
HubSpot, a leader in inbound marketing and sales software, boasts a robust $2.8 billion revenue base with 19% year-over-year growth. The company’s gross margin of 84.6% and free cash flow margin of 23.5% underscore its strong business model and pricing power. Despite a negative ROIC of -8.3%, HubSpot’s intrinsic value is estimated at $210.9, suggesting potential upside from current levels. The company’s quality rating of 6.2 reflects solid operational execution, though investors should note its modest leverage (13.6% debt-to-equity).
Key Catalysts
- Sustained double-digit revenue growth in the competitive SaaS sector
- High gross and free cash flow margins indicating efficient operations
- Expanding product suite and international footprint
Risk Factors
- Negative return on invested capital raises questions about capital allocation
- Competitive pressures in the marketing automation space
- Macroeconomic headwinds impacting SaaS spending
Stock #2: NetApp, Inc. (NTAP)
| Metric | Value |
|---|---|
| Market Cap | $23.7B |
| Quality Rating | 6.9 |
| Intrinsic Value | $127.4 |
| 1Y Return | 2.6% |
| Revenue | $6,588.0M |
| Free Cash Flow | $1,658.0M |
| Revenue Growth | 3.3% |
| FCF margin | 25.2% |
| Gross margin | 70.0% |
| ROIC | 27.5% |
| Total Debt to Equity | 281.5% |
Investment Thesis
NetApp, a provider of cloud data services and storage solutions, demonstrates stability with $6.6 billion in revenue and a 3.3% growth rate. Its standout metrics include a 25.2% free cash flow margin and an impressive 27.5% ROIC, signaling efficient capital use. The intrinsic value of $127.4 and quality rating of 6.9 highlight its appeal, though the high debt-to-equity ratio of 281.5% warrants caution.
Key Catalysts
- Strong free cash flow generation supports shareholder returns
- High return on invested capital relative to peers
- Strategic focus on hybrid cloud and data management
Risk Factors
- Elevated leverage increases financial risk
- Slower revenue growth compared to pure-play cloud companies
- Exposure to cyclical enterprise IT spending
Stock #3: Toast, Inc. (TOST)
| Metric | Value |
|---|---|
| Market Cap | $21.0B |
| Quality Rating | 7.2 |
| Intrinsic Value | $75.0 |
| 1Y Return | 20.3% |
| Revenue | $5,530.0M |
| Free Cash Flow | $508.0M |
| Revenue Growth | 26.1% |
| FCF margin | 9.2% |
| Gross margin | 25.2% |
| ROIC | 43.0% |
| Total Debt to Equity | 1.0% |
Investment Thesis
Toast, a leading restaurant management platform, is growing rapidly with 26.1% revenue growth to $5.5 billion. Despite a lower gross margin of 25.2%, the company’s 43% ROIC and minimal debt (1% debt-to-equity) reflect efficient operations and a clean balance sheet. The intrinsic value of $75.0 and quality rating of 7.2 suggest Toast is well-positioned in a niche but competitive market.
Key Catalysts
- Rapid top-line expansion in the restaurant tech sector
- High return on invested capital
- Low leverage provides flexibility for growth
Risk Factors
- Thin gross margins compared to software peers
- Dependence on restaurant industry health
- Intense competition from established players
Stock #4: Tyler Technologies, Inc. (TYL)
| Metric | Value |
|---|---|
| Market Cap | $20.6B |
| Quality Rating | 6.1 |
| Intrinsic Value | $576.9 |
| 1Y Return | -21.4% |
| Revenue | $2,298.3M |
| Free Cash Flow | $618.9M |
| Revenue Growth | 10.6% |
| FCF margin | 26.9% |
| Gross margin | 44.8% |
| ROIC | 7.0% |
| Total Debt to Equity | 18.7% |
Investment Thesis
Tyler Technologies provides software solutions for the public sector, generating $2.3 billion in revenue with 10.6% growth. The company’s 26.9% free cash flow margin and 7% ROIC reflect steady cash generation, though its quality rating of 6.1 is modest. The intrinsic value of $576.9 suggests potential upside, but investors should weigh the company’s exposure to government budgets.
Key Catalysts
- Consistent revenue and cash flow growth
- High free cash flow margin supports reinvestment and returns
- Recurring revenue from government clients
Risk Factors
- Moderate return on invested capital
- Sensitivity to public sector spending cycles
- Competitive pressures in government software
Stock #5: CGI Inc. (GIB)
| Metric | Value |
|---|---|
| Market Cap | $19.3B |
| Quality Rating | 5.4 |
| Intrinsic Value | $137.5 |
| 1Y Return | -21.3% |
| Revenue | CA$15.5B |
| Free Cash Flow | CA$1,935.3M |
| Revenue Growth | 7.0% |
| FCF margin | 12.5% |
| Gross margin | 16.3% |
| ROIC | 4.8% |
| Total Debt to Equity | 41.6% |
Investment Thesis
CGI, a global IT and business consulting firm, reports CA$15.5 billion in revenue with 7% growth. The company’s 12.5% free cash flow margin and 4.8% ROIC indicate steady, if unspectacular, performance. With a quality rating of 5.4 and intrinsic value of CA$137.5, CGI may appeal to investors seeking stability in the IT services sector.
Key Catalysts
- Diversified global client base
- Consistent free cash flow generation
- Exposure to digital transformation trends
Risk Factors
- Low return on invested capital
- Moderate revenue growth
- Currency risk for USD-based investors
Stock #6: GoDaddy Inc. (GDDY)
| Metric | Value |
|---|---|
| Market Cap | $18.3B |
| Quality Rating | 5.8 |
| Intrinsic Value | $162.1 |
| 1Y Return | -20.2% |
| Revenue | $3,605.8M |
| Free Cash Flow | $327.3M |
| Revenue Growth | (19.5%) |
| FCF margin | 9.1% |
| Gross margin | 63.8% |
| ROIC | 28.7% |
| Total Debt to Equity | 87.9% |
Investment Thesis
GoDaddy, a web hosting and domain services leader, has $3.6 billion in revenue but faces a 19.5% revenue decline. Despite this, the company maintains a solid 63.8% gross margin and 28.7% ROIC. The intrinsic value of $162.1 and quality rating of 5.8 suggest potential, but the negative growth trajectory is a clear concern.
Key Catalysts
- High return on invested capital
- Strong gross margin profile
- Established brand in a growing market
Risk Factors
- Significant revenue contraction
- High leverage (87.9% debt-to-equity)
- Competitive pressures in web services
Stock #7: Nextracker Inc. (NXT)
| Metric | Value |
|---|---|
| Market Cap | $15.0B |
| Quality Rating | 7.2 |
| Intrinsic Value | $34.3 |
| 1Y Return | 154.2% |
| Revenue | $3,373.2M |
| Free Cash Flow | $603.6M |
| Revenue Growth | 20.4% |
| FCF margin | 17.9% |
| Gross margin | 33.2% |
| ROIC | 38.4% |
| Total Debt to Equity | 0.0% |
Investment Thesis
Nextracker, a solar tracking systems provider, is a standout with 154.2% one-year return, $3.4 billion in revenue, and 20.4% growth. The company’s 38.4% ROIC, 17.9% free cash flow margin, and zero debt highlight operational excellence. The intrinsic value of $34.3 and quality rating of 7.2 make NXT a compelling play on renewable energy infrastructure.
Key Catalysts
- Explosive revenue and share price growth
- High return on invested capital
- Strong free cash flow generation
Risk Factors
- Cyclical exposure to solar industry dynamics
- Potential for valuation multiple compression
- Execution risk in a capital-intensive sector
Stock #8: Procore Technologies, Inc. (PCOR)
| Metric | Value |
|---|---|
| Market Cap | $11.1B |
| Quality Rating | 5.5 |
| Intrinsic Value | $74.9 |
| 1Y Return | 12.4% |
| Revenue | $1,232.5M |
| Free Cash Flow | $113.2M |
| Revenue Growth | 16.1% |
| FCF margin | 9.2% |
| Gross margin | 80.2% |
| ROIC | (17.3%) |
| Total Debt to Equity | 11.3% |
Investment Thesis
Procore, a construction management software provider, shows 16.1% revenue growth to $1.2 billion. The company’s 80.2% gross margin is exceptional, but a negative ROIC of -17.3% and modest free cash flow margin of 9.2% raise questions about profitability. The intrinsic value of $74.9 and quality rating of 5.5 suggest cautious optimism.
Key Catalysts
- Strong gross margin profile
- Rapid revenue growth in a niche sector
- Low leverage (11.3% debt-to-equity)
Risk Factors
- Negative return on invested capital
- Moderate free cash flow generation
- Competitive pressures in construction tech
Stock #9: Aurora Innovation, Inc. (AUR)
| Metric | Value |
|---|---|
| Market Cap | $9,908.8M |
| Quality Rating | 5.0 |
| Intrinsic Value | $0.6 |
| 1Y Return | 0.8% |
| Revenue | $2,000.0K |
| Free Cash Flow | ($608.0M) |
| Revenue Growth | N/A |
| FCF margin | (30,400.0%) |
| Gross margin | (1,700.0%) |
| ROIC | (103.8%) |
| Total Debt to Equity | 4.7% |
Investment Thesis
Aurora Innovation, an autonomous vehicle technology company, is highly speculative with minimal revenue ($2 million), negative gross and free cash flow margins, and a -103.8% ROIC. The intrinsic value of $0.6 and quality rating of 5.0 reflect significant operational and financial challenges. This stock is suitable only for investors with high risk tolerance.
Key Catalysts
- Exposure to cutting-edge autonomous driving technology
- Potential for disruptive industry impact
- Clean balance sheet with low debt
Risk Factors
- Minimal revenue and negative cash flow
- High operational and technological risk
- Uncertain path to profitability
Stock #10: AppFolio, Inc. (APPF)
| Metric | Value |
|---|---|
| Market Cap | $9,131.2M |
| Quality Rating | 7.4 |
| Intrinsic Value | $110.4 |
| 1Y Return | 22.4% |
| Revenue | $906.3M |
| Free Cash Flow | $211.6M |
| Revenue Growth | 18.9% |
| FCF margin | 23.4% |
| Gross margin | 62.9% |
| ROIC | 90.2% |
| Total Debt to Equity | 6.9% |
Investment Thesis
AppFolio, a provider of cloud-based property management software, delivers 18.9% revenue growth to $906 million. The company’s 90.2% ROIC, 23.4% free cash flow margin, and 62.9% gross margin are exceptional. With a quality rating of 7.4 and intrinsic value of $110.4, AppFolio stands out for its operational efficiency and growth trajectory.
Key Catalysts
- Outstanding return on invested capital
- Strong free cash flow and gross margins
- Rapid revenue growth in a niche market
Risk Factors
- Smaller market cap relative to peers
- Exposure to real estate market cycles
- Competitive pressures in property tech
Portfolio Diversification Insights
This watchlist spans technology (SaaS, cloud, solar, autonomous vehicles), business services, and real estate software, offering investors broad sector exposure. High-growth names like Toast and Nextracker balance steadier performers such as CGI and Tyler Technologies. The inclusion of speculative plays like Aurora Innovation allows for targeted high-risk/high-reward exposure, while AppFolio and HubSpot provide a blend of growth and quality. Investors seeking diversification can use this list as a starting point for building a resilient, growth-oriented portfolio.
Market Timing & Entry Strategies
Given current market volatility, a disciplined approach to entry is advisable. Consider dollar-cost averaging into positions, especially for higher-growth, higher-volatility names. For stocks trading below intrinsic value (e.g., HubSpot, Tyler Technologies), gradual accumulation may be prudent. For high-momentum stocks like Nextracker, monitor for pullbacks to mitigate valuation risk. Always align entry points with your risk tolerance and investment horizon.
Explore More Investment Opportunities
For investors seeking undervalued companies with high fundamental quality, our analytics team provides curated stock lists:
📌 50 Undervalued Stocks (Best overall value plays for 2025)
📌 50 Undervalued Dividend Stocks (For income-focused investors)
📌 50 Undervalued Growth Stocks (High-growth potential with strong fundamentals)
🔍 Check out these stocks on the Value Sense platform for free!
More Articles You Might Like
- How VKTX (Viking Therapeutics) Makes Money in 2025: A Deep-Dive With Income Statement
- How NET (Cloudflare) Makes Money in 2025: A Deep-Dive With Income Statement
- How MASS (908 Devices) Makes Money in 2025: A Deep-Dive With Income Statement
- How CRVO (CervoMed) Makes Money in 2025: A Deep-Dive With Income Statement
- How GILD (Gilead Sciences) Makes Money in 2025: A Deep-Dive With Income Statement
FAQ Section
Q1: How were these stocks selected?
Stocks were chosen based on ValueSense’s proprietary quality rating, intrinsic value estimates, and key financial metrics such as revenue growth, free cash flow margins, and return on invested capital. The goal was to highlight companies with strong fundamentals and potential upside that may be overlooked by the broader market.
Q2: What's the best stock from this list?
While “best” depends on individual risk tolerance and investment goals, AppFolio (APPF) and Nextracker (NXT) stand out for their exceptional ROIC and growth profiles. However, each stock has unique risks and rewards, so thorough due diligence is recommended.
Q3: Should I buy all these stocks or diversify?
Diversification is a core principle of risk management. This watchlist is designed to provide a range of options across sectors and risk profiles. Investors should consider their own objectives and risk tolerance before making any decisions.
Q4: What are the biggest risks with these picks?
Risks vary by company but include sector-specific headwinds, valuation concerns, operational execution, and macroeconomic factors. High-growth stocks may be more volatile, while slower-growth names face competitive and cyclical risks.
Q5: When is the best time to invest in these stocks?
Market timing is challenging. A disciplined, long-term approach—such as dollar-cost averaging—can help mitigate short-term volatility. Focus on fundamentals and intrinsic value rather than trying to predict short-term price movements.
This article is for educational purposes only and does not constitute investment advice. Always conduct your own research or consult a financial advisor before making investment decisions. For more in-depth analysis and real-time data, visit ValueSense.