7 Best Developer Tools 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 landscape is shaped by rapid innovation in technology, resilient demand for cloud and AI services, and a renewed focus on profitability and cash flow. Our selection methodology leverages ValueSense’s proprietary intrinsic value models, quality ratings, and fundamental analysis tools to identify stocks with strong growth potential, robust financials, and attractive valuations[1][2]. Each stock is screened for sector leadership, financial health, and catalysts for future performance, ensuring a diversified and opportunity-rich watchlist.
Featured Stock Analysis
Atlassian Corporation (TEAM)
| Metric | Value |
|---|---|
| Market Cap | $44.6B |
| Quality Rating | 5.6 |
| Intrinsic Value | $204.6 |
| 1Y Return | -10.1% |
| Revenue | $5,460.1M |
| Free Cash Flow | $1,442.1M |
| Revenue Growth | 19.5% |
| FCF margin | 26.4% |
| Gross margin | 82.9% |
| ROIC | (11.3%) |
| Total Debt to Equity | 88.9% |
Investment Thesis
Atlassian Corporation is a leading provider of collaboration and productivity software, serving millions of users globally. With a market cap of $44.6B, Atlassian’s robust revenue base of $5,460.1M and a high gross margin of 82.9% underscore its strong business model. Despite a recent 1-year return of -10.1%, the company’s 19.5% revenue growth and significant free cash flow ($1,442.1M, 26.4% margin) highlight its capacity for reinvestment and innovation. The ValueSense intrinsic value estimate of $204.6 suggests potential undervaluation relative to current market pricing.
Key Catalysts
- Expansion of cloud-based offerings and enterprise adoption
- Continuous product innovation in workflow automation and DevOps
- Strong recurring revenue from subscription-based models
- Global digital transformation trends driving demand
Risk Factors
- High total debt to equity 88.9% may limit financial flexibility
- Negative ROIC -11.3% indicates ongoing investment phase or margin pressure
- Competitive pressures from other SaaS and collaboration platforms
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 premier NoSQL database provider, powering mission-critical applications for enterprises worldwide. With a $29.2B market cap and $2,218.2M in revenue, MongoDB demonstrates strong fundamentals, including 21.9% revenue growth and a 33.1% 1-year return. Its intrinsic value of $230.9 (per ValueSense) and a quality rating of 5.8 reflect both growth prospects and operational execution. The company’s gross margin of 72.3% and improving free cash flow ($243.7M, 11.0% margin) position it well for continued expansion.
Key Catalysts
- Increasing adoption of cloud-native and multi-cloud database solutions
- Expansion into analytics and AI-driven data services
- Strong developer ecosystem and open-source community support
- Strategic partnerships with major cloud providers
Risk Factors
- Negative ROIC -26.1% and ongoing investments may delay profitability
- Intense competition from established database vendors and cloud hyperscalers
- Modest total debt to equity 1.2% but needs monitoring as growth accelerates
GitLab Inc. (GTLB)
| Metric | Value |
|---|---|
| Market Cap | $8,090.2M |
| Quality Rating | 4.9 |
| Intrinsic Value | $50.1 |
| 1Y Return | -9.3% |
| Revenue | $857.9M |
| Free Cash Flow | $35.8M |
| Revenue Growth | 29.0% |
| FCF margin | 4.2% |
| Gross margin | 88.5% |
| ROIC | (22.2%) |
| Total Debt to Equity | 0.0% |
Investment Thesis
GitLab is a leading DevOps platform, enabling end-to-end software development lifecycle management. With a market cap of $8,090.2M and $857.9M in revenue, GitLab’s 29.0% revenue growth rate outpaces many peers. The company’s gross margin is an impressive 88.5%, and while its free cash flow margin is modest 4.2%, positive cash generation $35.8M signals operational progress. The ValueSense intrinsic value of $50.1 and a quality rating of 4.9 indicate room for improvement but also potential upside, especially as digital transformation accelerates.
Key Catalysts
- Growing enterprise adoption of DevOps and CI/CD automation
- Expansion of AI-powered development tools
- Strategic integrations with cloud and security platforms
- Increasing demand for secure, scalable software delivery
Risk Factors
- Negative ROIC -22.2% and ongoing investment in growth
- Competitive landscape with established and emerging DevOps providers
- 1-year return of -9.3% reflects recent market volatility
JFrog Ltd. (FROG)
| Metric | Value |
|---|---|
| Market Cap | $5,472.1M |
| Quality Rating | 6.8 |
| Intrinsic Value | $43.0 |
| 1Y Return | 62.7% |
| Revenue | $474.8M |
| Free Cash Flow | $138.8M |
| Revenue Growth | 22.0% |
| FCF margin | 29.2% |
| Gross margin | 75.0% |
| ROIC | (20.9%) |
| Total Debt to Equity | 1.7% |
Investment Thesis
JFrog is a pioneer in DevOps and software release management, with a $5,472.1M market cap and $474.8M in revenue. The company’s 22.0% revenue growth and 62.7% 1-year return highlight strong market momentum. JFrog boasts a high FCF margin 29.2% and a quality rating of 6.8, the highest among this group. Its intrinsic value of $43.0 (per ValueSense) and gross margin of 75.0% reinforce its leadership in the software infrastructure space.
Key Catalysts
- Expanding customer base in enterprise DevOps
- Launch of new security and automation features
- Strong free cash flow generation supporting reinvestment
- Partnerships with leading cloud and developer platforms
Risk Factors
- Negative ROIC -20.9% due to aggressive growth investments
- Modest total debt to equity 1.7% but manageable
- Competitive pressures from larger software vendors
DigitalOcean Holdings, Inc. (DOCN)
| Metric | Value |
|---|---|
| Market Cap | $3,704.0M |
| Quality Rating | 6.4 |
| Intrinsic Value | $68.3 |
| 1Y Return | 2.7% |
| Revenue | $832.8M |
| Free Cash Flow | $93.9M |
| Revenue Growth | 13.3% |
| FCF margin | 11.3% |
| Gross margin | 60.7% |
| ROIC | 9.3% |
| Total Debt to Equity | (1,006.5%) |
Investment Thesis
DigitalOcean is a cloud infrastructure provider focused on simplicity and affordability for developers and SMBs. With a $3,704.0M market cap and $832.8M in revenue, DigitalOcean’s 13.3% revenue growth and 11.3% FCF margin $93.9M reflect a scalable business model. The company’s intrinsic value of $68.3 and a quality rating of 6.4 suggest potential undervaluation. Notably, DigitalOcean’s positive ROIC 9.3% distinguishes it from many growth peers.
Key Catalysts
- Rising demand for developer-friendly cloud solutions
- Expansion of managed services and marketplace offerings
- Positive free cash flow and improving profitability metrics
- Strong brand recognition among startups and SMBs
Risk Factors
- Extremely high total debt to equity -1,006.5% warrants close monitoring
- Modest 1-year return 2.7% may reflect competitive headwinds
- Lower gross margin 60.7% compared to larger cloud peers
C3.ai, Inc. (AI)
| Metric | Value |
|---|---|
| Market Cap | $2,379.9M |
| Quality Rating | 5.6 |
| Intrinsic Value | $15.9 |
| 1Y Return | -28.6% |
| Revenue | $372.1M |
| Free Cash Flow | ($85.9M) |
| Revenue Growth | 14.3% |
| FCF margin | (23.1%) |
| Gross margin | 56.5% |
| ROIC | (198.2%) |
| Total Debt to Equity | 0.0% |
Investment Thesis
C3.ai is a pure-play enterprise AI software provider, targeting digital transformation across industries. With a $2,379.9M market cap and $372.1M in revenue, C3.ai’s 14.3% revenue growth and focus on AI-driven solutions position it for long-term relevance. Despite a -28.6% 1-year return and negative free cash flow -$85.9M, the company’s gross margin 56.5% and intrinsic value of $15.9 (per ValueSense) highlight both challenges and potential.
Key Catalysts
- Increasing enterprise adoption of AI and machine learning platforms
- Expansion into new verticals and use cases
- Strategic partnerships with cloud and industrial leaders
Risk Factors
- Highly negative ROIC -198.2% and ongoing cash burn
- Intense competition from larger AI and cloud vendors
- Execution risk as the company scales
Progress Software Corporation (PRGS)
| Metric | Value |
|---|---|
| Market Cap | $1,833.0M |
| Quality Rating | 5.7 |
| Intrinsic Value | $163.9 |
| 1Y Return | -33.5% |
| Revenue | $940.1M |
| Free Cash Flow | $186.3M |
| Revenue Growth | 31.4% |
| FCF margin | 19.8% |
| Gross margin | 81.1% |
| ROIC | 5.2% |
| Total Debt to Equity | 173.9% |
Investment Thesis
Progress Software is a mature software company with a $1,833.0M market cap and $940.1M in revenue. The company’s 31.4% revenue growth and 19.8% FCF margin $186.3M demonstrate operational strength. Despite a -33.5% 1-year return, Progress Software’s gross margin 81.1% and positive ROIC 5.2% indicate a solid foundation. The ValueSense intrinsic value estimate of $163.9 and a quality rating of 5.7 suggest potential for re-rating as market sentiment improves.
Key Catalysts
- Expansion of product portfolio and recurring revenue streams
- Strong free cash flow supporting shareholder returns
- Strategic acquisitions and integrations
Risk Factors
- High total debt to equity 173.9% increases financial risk
- Market perception challenges after recent share price decline
- Competition from larger enterprise software vendors
Portfolio Diversification Insights
This watchlist offers exposure across the software and cloud infrastructure ecosystem, balancing high-growth disruptors (GitLab, MongoDB, C3.ai) with established players (Atlassian, Progress Software) and infrastructure specialists (DigitalOcean, JFrog). Sector allocation is weighted toward technology and developer tools, providing thematic synergy while mitigating single-company risk. The mix of positive and negative ROIC, varying debt profiles, and different growth stages ensures a blend of risk and reward, supporting diversified portfolio construction.
Market Timing & Entry Strategies
Given the volatility in technology and growth stocks, consider phased entry strategies such as dollar-cost averaging or buying on technical pullbacks. Monitor earnings reports, sector news, and macroeconomic indicators for optimal timing. ValueSense’s intrinsic value estimates and quality ratings can help identify attractive entry points and manage downside risk[1][2].
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 using ValueSense’s proprietary screening tools, focusing on intrinsic value, quality ratings, growth metrics, and sector leadership. The selection process emphasizes undervalued opportunities and strong fundamentals[1][2].
Q2: What's the best stock from this list?
Each stock offers unique strengths; JFrog (FROG) stands out for its high quality rating 6.8 and strong 1-year return 62.7%, while Atlassian (TEAM) and MongoDB (MDB) provide scale and growth. The “best” depends on individual investment goals and risk tolerance.
Q3: Should I buy all these stocks or diversify?
Diversification is key to managing risk. This watchlist is designed to provide exposure across different segments of the technology sector, allowing investors to build a balanced portfolio rather than concentrating on a single name.
Q4: What are the biggest risks with these picks?
Risks include high debt levels (e.g., Progress Software, DigitalOcean), negative ROIC for several growth stocks, competitive pressures, and market volatility. Always review each company’s financial health and sector dynamics before investing.
Q5: When is the best time to invest in these stocks?
Market timing is challenging; consider phased entry strategies and use ValueSense’s intrinsic value estimates to identify attractive buying opportunities. Monitoring earnings and sector trends can also inform entry points[1][2].