10 Best Data Infrastructure for November 2025
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Market Overview & Selection Criteria
The data infrastructure sector remains a cornerstone of digital transformation, powering everything from cloud computing to AI-driven analytics. In November 2025, robust demand for scalable, secure, and efficient data solutions continues to drive growth across technology markets. Our selection methodology leverages ValueSense’s proprietary intrinsic value models, quality ratings, and fundamental analysis tools to identify stocks with strong growth potential, solid financials, and attractive valuations[1][2]. Each stock featured here is screened for sector relevance, financial health, and unique catalysts, ensuring a diversified and high-conviction watchlist.
Featured Stock Analysis
Stock #1: Oracle Corporation (ORCL)
| Metric | Value |
|---|---|
| Market Cap | $742.1B |
| Quality Rating | 6.2 |
| Intrinsic Value | $179.3 |
| 1Y Return | 56.8% |
| Revenue | $59.0B |
| Free Cash Flow | ($5,880.0M) |
| Revenue Growth | 9.7% |
| FCF margin | (10.0%) |
| Gross margin | 77.2% |
| ROIC | 13.7% |
| Total Debt to Equity | 427.3% |
Investment Thesis
Oracle stands as a global leader in enterprise software and cloud infrastructure, with a market cap of $742.1B. The company’s robust 1-year return of 56.8% reflects its successful transition to cloud-based solutions and continued dominance in database management. Oracle’s intrinsic value is estimated at $179.3, suggesting potential upside relative to current market pricing. Despite a negative free cash flow of $5,880.0M, Oracle’s gross margin of 77.2% and ROIC of 13.7% underscore its operational efficiency and pricing power.
Key Catalysts
- Expansion of Oracle Cloud Infrastructure (OCI) and strategic partnerships
- Strong recurring revenue from enterprise clients
- High gross margin 77.2% supports profitability
- Ongoing AI and automation integration in product suite
Risk Factors
- Elevated total debt to equity 427.3% may constrain future flexibility
- Negative free cash flow and FCF margin -10.0%
- Competitive pressures from hyperscale cloud providers
Stock #2: Palantir Technologies Inc. (PLTR)
| Metric | Value |
|---|---|
| Market Cap | $474.2B |
| Quality Rating | 8.1 |
| Intrinsic Value | $19.9 |
| 1Y Return | 382.4% |
| Revenue | $3,440.6M |
| Free Cash Flow | $1,708.7M |
| Revenue Growth | 38.8% |
| FCF margin | 49.7% |
| Gross margin | 80.0% |
| ROIC | 56.1% |
| Total Debt to Equity | 3.9% |
Investment Thesis
Palantir is a data analytics powerhouse, serving both government and commercial clients with advanced AI-driven platforms. With a market cap of $474.2B and an extraordinary 1-year return of 382.4%, Palantir’s momentum is fueled by rapid revenue growth 38.8% and a stellar free cash flow margin of 49.7%. The company’s intrinsic value is $19.9, and its quality rating of 8.1 is the highest among peers, reflecting operational excellence and strong capital efficiency (ROIC 56.1%).
Key Catalysts
- Accelerating adoption of AI and big data analytics in enterprise and government sectors
- High free cash flow $1,708.7M supports reinvestment and innovation
- Low debt to equity 3.9% enhances financial stability
- Expanding commercial client base
Risk Factors
- Valuation risk after outsized share price appreciation
- Potential volatility in government contract renewals
- Competitive landscape in AI analytics
Stock #3: Snowflake Inc. (SNOW)
| Metric | Value |
|---|---|
| Market Cap | $91.8B |
| Quality Rating | 6.4 |
| Intrinsic Value | $108.7 |
| 1Y Return | 139.4% |
| Revenue | $4,115.9M |
| Free Cash Flow | $751.3M |
| Revenue Growth | 28.4% |
| FCF margin | 18.3% |
| Gross margin | 66.9% |
| ROIC | (64.7%) |
| Total Debt to Equity | 113.1% |
Investment Thesis
Snowflake is a leading cloud data platform, enabling seamless data storage, processing, and analytics at scale. With a $91.8B market cap and a 1-year return of 139.4%, Snowflake’s growth is underpinned by a 28.4% revenue increase and a positive free cash flow of $751.3M. The company’s intrinsic value is $108.7, and its gross margin of 66.9% supports a sustainable business model despite a negative ROIC -64.7%.
Key Catalysts
- Strong demand for cloud-native data warehousing and analytics
- Expanding ecosystem of enterprise customers
- Continued innovation in data sharing and AI integration
Risk Factors
- High total debt to equity 113.1%
- Negative ROIC indicates ongoing investment phase
- Intense competition from established cloud providers
Stock #4: Datadog, Inc. (DDOG)
| Metric | Value |
|---|---|
| Market Cap | $56.1B |
| Quality Rating | 7.1 |
| Intrinsic Value | $49.3 |
| 1Y Return | 29.8% |
| Revenue | $3,016.1M |
| Free Cash Flow | $953.1M |
| Revenue Growth | 26.0% |
| FCF margin | 31.6% |
| Gross margin | 79.9% |
| ROIC | (3.1%) |
| Total Debt to Equity | 39.6% |
Investment Thesis
Datadog delivers cloud-native monitoring and security solutions, with a market cap of $56.1B and a 1-year return of 29.8%. The company’s intrinsic value is $49.3, and it boasts a quality rating of 7.1. Datadog’s revenue growth 26.0% and robust free cash flow margin 31.6% highlight its ability to scale profitably, while a gross margin of 79.9% underscores its competitive moat.
Key Catalysts
- Growing demand for observability and security in cloud environments
- High free cash flow $953.1M enables continued R&D
- Expanding product suite and customer base
Risk Factors
- Moderate total debt to equity 39.6%
- Negative ROIC -3.1% suggests room for efficiency gains
- Market competition from larger cloud vendors
Stock #5: MongoDB, Inc. (MDB)
| Metric | Value |
|---|---|
| Market Cap | $29.2B |
| Quality Rating | 5.8 |
| Intrinsic Value | $230.9 |
| 1Y Return | 33.1% |
| Revenue | $2,218.2M |
| Free Cash Flow | $243.7M |
| Revenue Growth | 21.9% |
| FCF margin | 11.0% |
| Gross margin | 72.3% |
| ROIC | (26.1%) |
| Total Debt to Equity | 1.2% |
Investment Thesis
MongoDB is a leader in NoSQL database solutions, with a $29.2B market cap and a 1-year return of 33.1%. The company’s intrinsic value is $230.9, and it maintains a solid gross margin 72.3% and positive free cash flow $243.7M. While the quality rating is 5.8, MongoDB’s revenue growth 21.9% and expanding developer adoption position it for long-term relevance.
Key Catalysts
- Increasing adoption of flexible, cloud-based databases
- Strong developer community and ecosystem
- Positive free cash flow supports growth initiatives
Risk Factors
- Low total debt to equity 1.2% but negative ROIC -26.1%
- Competitive market with rapid innovation cycles
- Moderate quality rating relative to peers
Stock #6: Nutanix, Inc. (NTNX)
| Metric | Value |
|---|---|
| Market Cap | $19.1B |
| Quality Rating | 7.5 |
| Intrinsic Value | $98.8 |
| 1Y Return | 14.7% |
| Revenue | $2,537.9M |
| Free Cash Flow | $750.2M |
| Revenue Growth | 18.1% |
| FCF margin | 29.6% |
| Gross margin | 86.8% |
| ROIC | 20.9% |
| Total Debt to Equity | (213.5%) |
Investment Thesis
Nutanix specializes in hybrid cloud infrastructure, with a $19.1B market cap and a 1-year return of 14.7%. The company’s intrinsic value is $98.8, and it boasts a high gross margin 86.8% and strong ROIC 20.9%. Nutanix’s quality rating of 7.5 and positive free cash flow $750.2M reflect operational strength and a scalable business model.
Key Catalysts
- Growing demand for hybrid and multi-cloud solutions
- High gross margin and efficient capital allocation
- Expanding enterprise partnerships
Risk Factors
- Negative total debt to equity -213.5% indicates complex capital structure
- Moderate revenue growth 18.1%
- Market competition from established infrastructure vendors
Stock #7: Dynatrace, Inc. (DT)
| Metric | Value |
|---|---|
| Market Cap | $15.2B |
| Quality Rating | 7.1 |
| Intrinsic Value | $39.7 |
| 1Y Return | -6.0% |
| Revenue | $1,776.8M |
| Free Cash Flow | $468.4M |
| Revenue Growth | 18.7% |
| FCF margin | 26.4% |
| Gross margin | 81.4% |
| ROIC | 22.6% |
| Total Debt to Equity | 3.3% |
Investment Thesis
Dynatrace provides AI-powered observability and application performance management, with a $15.2B market cap. Despite a 1-year return of -6.0%, Dynatrace’s intrinsic value is $39.7, and it maintains a high gross margin 81.4% and strong ROIC 22.6%. The company’s quality rating is 7.1, and its free cash flow margin 26.4% supports ongoing innovation.
Key Catalysts
- Increasing complexity of cloud-native applications drives demand
- High gross margin and efficient capital deployment
- Expanding product capabilities in AI observability
Risk Factors
- Modest revenue growth 18.7%
- Low total debt to equity 3.3%
- Recent negative share price performance
Stock #8: Confluent, Inc. (CFLT)
| Metric | Value |
|---|---|
| Market Cap | $8,090.6M |
| Quality Rating | 5.0 |
| Intrinsic Value | $29.0 |
| 1Y Return | -10.7% |
| Revenue | $1,113.1M |
| Free Cash Flow | $53.5M |
| Revenue Growth | 21.6% |
| FCF margin | 4.8% |
| Gross margin | 74.1% |
| ROIC | (62.7%) |
| Total Debt to Equity | 98.9% |
Investment Thesis
Confluent is a leader in real-time data streaming, with a market cap of $8,090.6M. The company’s intrinsic value is $29.0, and it has a quality rating of 5.0. Despite a 1-year return of -10.7%, Confluent’s revenue growth 21.6% and positive free cash flow $53.5M highlight its potential in the evolving data infrastructure landscape.
Key Catalysts
- Growing need for real-time data processing in enterprise applications
- Expanding customer base and product integrations
- Positive free cash flow supports future investments
Risk Factors
- Negative ROIC -62.7% and moderate total debt to equity 98.9%
- Competitive pressures from larger cloud and data vendors
- Moderate quality rating
Stock #9: Informatica Inc. (INFA)
| Metric | Value |
|---|---|
| Market Cap | $7,530.9M |
| Quality Rating | 6.0 |
| Intrinsic Value | $33.1 |
| 1Y Return | -8.9% |
| Revenue | $1,662.0M |
| Free Cash Flow | $425.0M |
| Revenue Growth | 1.2% |
| FCF margin | 25.6% |
| Gross margin | 78.7% |
| ROIC | 2.6% |
| Total Debt to Equity | 78.5% |
Investment Thesis
Informatica delivers enterprise cloud data management solutions, with a $7,530.9M market cap. The company’s intrinsic value is $33.1, and it maintains a quality rating of 6.0. While revenue growth is modest 1.2%, Informatica’s gross margin 78.7% and positive free cash flow $425.0M support a stable business model.
Key Catalysts
- Increasing demand for data integration and governance
- High gross margin and strong free cash flow
- Expanding cloud partnerships
Risk Factors
- Low revenue growth
- Moderate total debt to equity 78.5%
- Competitive market dynamics
Stock #10: Commvault Systems, Inc. (CVLT)
| Metric | Value |
|---|---|
| Market Cap | $6,182.2M |
| Quality Rating | 7.2 |
| Intrinsic Value | $101.4 |
| 1Y Return | -10.9% |
| Revenue | $1,095.8M |
| Free Cash Flow | $209.4M |
| Revenue Growth | 22.0% |
| FCF margin | 19.1% |
| Gross margin | 81.5% |
| ROIC | 14.4% |
| Total Debt to Equity | 431.7% |
Investment Thesis
Commvault specializes in data protection and information management, with a $6,182.2M market cap. The company’s intrinsic value is $101.4, and it boasts a quality rating of 7.2. Despite a 1-year return of -10.9%, Commvault’s revenue growth 22.0% and high gross margin 81.5% signal underlying business strength.
Key Catalysts
- Rising importance of data security and backup solutions
- High gross margin and positive free cash flow $209.4M
- Strong quality rating and efficient capital allocation
Risk Factors
- High total debt to equity 431.7%
- Recent negative share price performance
- Competitive pressures in data protection
Portfolio Diversification Insights
This watchlist spans the data infrastructure spectrum, including cloud platforms (Snowflake, Oracle), analytics (Palantir, Datadog), database solutions (MongoDB), and data management (Informatica, Commvault). By allocating across these sub-sectors, investors can mitigate idiosyncratic risk and capture growth from multiple drivers—AI adoption, cloud migration, and real-time analytics. The mix of large-cap and mid-cap names further enhances diversification, balancing stability with upside potential.
Market Timing & Entry Strategies
Given the sector’s volatility, consider a dollar-cost averaging approach to build exposure over time. Monitor earnings releases and sector news for optimal entry points, as data infrastructure stocks often react sharply to quarterly results and guidance. Pay attention to intrinsic value gaps and quality ratings on ValueSense to identify potential buy zones and avoid overextended valuations.
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FAQ Section
Q1: How were these stocks selected?
These stocks were chosen using ValueSense’s proprietary screening tools, focusing on intrinsic value, quality ratings, sector relevance, and key financial metrics to identify high-potential data infrastructure companies[1][2].
Q2: What's the best stock from this list?
While Palantir (PLTR) currently holds the highest quality rating 8.1 and strongest 1-year return, the “best” stock depends on individual risk tolerance, sector preference, and investment goals.
Q3: Should I buy all these stocks or diversify?
Diversification across several of these stocks can help manage risk and capture growth from different sub-sectors within data infrastructure, rather than concentrating exposure in a single name.
Q4: What are the biggest risks with these picks?
Key risks include high debt levels (e.g., Oracle, Commvault), negative free cash flow or ROIC in some companies, and intense competition from larger technology firms.
Q5: When is the best time to invest in these stocks?
Optimal timing often aligns with market pullbacks, earnings-related volatility, or when a stock trades below its intrinsic value as calculated by ValueSense tools. Dollar-cost averaging can also help mitigate timing risk.