List: Best value large-cap tech stocks

Only a few large-cap tech stocks trade at reasonable relative values, and Twitter is not one of them.

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From the February/March 2014 issue of the magazine.

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Name Ticker Market Cap Price (01-09-14) P/S P/E P/CF P/B Yield 1 Year Return
GOOGLE INC-CL A GOOG $377,598.97 $1,130.24 6.64 30.67 20.72 4.55 383.00%
MICROSOFT CORP MSFT $296,603.32 $35.53 3.73 13.21 10.4 3.63 3.15% 11.00%
ORACLE CORP ORCL $169,327.46 $37.65 4.72 16.02 11.52 3.89 1.27% 4.00%
FACEBOOK INC-A FB $145,350.98 $57.22 20.9 136.24 42.52 10.76 27.00%
YAHOO! INC YHOO $41,510.98 $40.92 9.49 35.28 -49.37 3.32 22.00%
VMWARE INC-CL A VMW $39,955.18 $92.84 8.01 45.51 16.99 6.13 -3.00%
SALESFORCE.COM CRM $33,942.87 $56.29 8.96 -229.76 37.41 11.52 14.00%
TWITTER INC TWTR $32,350.13 $57.05 74.16 -217.98 -173.93 0.00%
ADOBE SYS INC ADBE $29,538.34 $59.09 7.45 103.67 25.71 4.39 21.00%
INTUIT INC INTU $21,828.28 $76.63 5.23 26.89 17.29 9.81 0.99% 15.00%
SYMANTEC CORP SYMC $16,363.70 $23.51 2.42 20.99 10.35 2.89 2.55% 4.00%
WORKDAY INC-A WDAY $15,529.23 $88.84 36.98 -102.11 836.15 25.35 37.00%
CA INC CA $15,275.64 $33.85 3.31 14.47 12.35 2.66 2.95% 12.00%
AUTODESK INC ADSK $11,523.65 $51.08 5.09 47.3 21.33 5.31 15.00%
CITRIX SYSTEMS CTXS $11,249.06 $60.35 3.99 36.14 12.46 3.32 -10.00%
RED HAT INC RHT $10,858.65 $57.29 7.45 62.96 22.2 7.38 2.00%
EQUINIX INC EQIX $8,834.87 $177.49 4.43 96.46 13.49 3.6 -39.00%
AKAMAI TECHNOLOG AKAM $8,522.88 $47.62 5.69 30.72 15.71 3.35 9.00%
VERISIGN INC VRSN $8,357.45 $60.98 10.18 27.1 15.13 -17 22.00%
SPLUNK INC SPLK $8,000.17 $74.58 28.64 -146.24 118.28 31.55 45.00%
SERVICENOW INC NOW $7,999.56 $57.66 20.32 -128.13 121.81 27.82 33.00%
ANSYS INC ANSS $7,830.68 $84.51 9.5 35.51 24.68 3.75 13.00%
NETSUITE INC N $7,782.84 $104.21 19.9 -127.09 131.17 37.38 35.00%
SYNOPSYS INC SNPS $6,318.80 $40.94 3.26 25.91 12.73 2.26 10.00%
CONCUR TECH INC CNQR $5,878.32 $104.87 10.85 -238.34 74.99 7.18 34.00%
IAC/INTERACTIVEC IACI $5,798.92 $69.62 2.01 24.51 16.54 3.34 1.38% 28.00%
RACKSPACE HOSTIN RAX $5,055.66 $36.16 3.49 53.97 10.96 5.11 -41.00%
SOLERA HOLDINGS SLH $4,834.61 $70.21 5.64 66.24 19.92 6.25 0.97% 16.00%
NUANCE COMMUNICA NUAN $4,766.59 $15.04 2.54 -41.78 11.94 1.8 -8.00%
INFORMATICA CORP INFA $4,645.44 $42.81 5.25 62.04 23.22 3.95 11.00%
MICROS SYSTEMS MCRS $4,390.53 $58.32 3.62 28.59 18.61 3.99 16.00%
ULTIMATE SOFTWAR ULTI $4,249.94 $152.18 11.23 197.64 66.08 25.24 52.00%
PTC INC PTC $4,170.36 $34.90 3.27 29.33 18.55 4.46 12.00%
CADENCE DESIGN CDNS $4,120.49 $14.32 2.93 9.36 11.48 3.76 1.00%
SS&C TECHNOLOGIE SSNC $3,923.90 $46.20 5.57 36.38 16.31 3.18 23.00%
ASPEN TECHNOLOGY AZPN $3,869.83 $41.61 12.09 71.74 25.29 41.14 14.00%
TIBCO SOFTWARE TIBX $3,616.47 $22.18 3.48 43.49 17.33 3.79 0.00%
AOL INC AOL $3,588.53 $45.73 1.69 41.57 11.78 1.6 16.00%
COMMVAULT SYSTEM CVLT $3,390.15 $71.70 6.5 58.77 27.82 7.83 2.00%
TYLER TECHNOLOG TYL $3,290.60 $102.05 8.68 91.94 42.95 15.84 51.00%
GUIDEWIRE SOFTWA GWRE $3,235.25 $48.52 9.6 970.4 79.54 5.26 18.00%
FORTINET INC FTNT $3,182.57 $19.47 5.55 60.84 20.81 5.3 0.00%
SHUTTERSTOCK INC SSTK $3,022.25 $86.34 13.45 60.8 45.79 17.45 57.00%
SOLARWINDS INC SWI $2,945.95 $39.20 9.62 32.94 18.29 6.3 -17.00%
CORNERSTONE ONDE CSOD $2,904.93 $55.83 17.09 -76.48 233.69 55.02 25.00%
MENTOR GRAPHICS MENT $2,683.01 $23.41 2.5 26.3 17.58 2.52 0.77% 7.00%
ACI WORLDWIDE IN ACIW $2,432.70 $63.11 3.13 39.69 27.65 5.09 17.00%
DEMANDWARE INC DWRE $2,420.73 $68.97 22.42 -106.11 261 24.27 41.00%
QLIK TECHNOLOGIE QLIK $2,410.53 $27.16 5.36 -452.67 87.69 9.34 7.00%
COMPUWARE CORP CPWR $2,347.80 $10.84 2.47 -180.67 16.11 2.2 4.61% 0.00%
MANHATTAN ASSOC MANH $2,325.99 $121.10 5.9 37.61 25.84 13.15 57.00%
J2 GLOBAL INC JCOM $2,322.30 $49.90 4.72 19.96 12.48 3.38 2.04% 18.00%
ROVI CORP ROVI $2,252.29 $22.04 3.66 -19.86 11.19 1.57 5.00%
DEALERTRACK TECH TRAK $2,183.40 $49.74 4.85 216.26 31.36 3.62 18.00%
FAIR ISAAC CORP FICO $2,126.21 $60.99 2.98 24.49 10.53 4 0.13% 17.00%
INFOBLOX INC BLOX $1,877.29 $35.44 7.6 -354.4 38.99 9.25 19.00%
PEGASYSTEMS INC PEGA $1,819.48 $47.93 3.73 43.57 18.57 7.14 0.25% 24.00%
ADVENT SOFTWARE ADVS $1,803.02 $35.33 4.91 73.6 19 -13.45 23.00%
BLACKBAUD INC BLKB $1,742.16 $38.05 3.52 77.65 11.75 11.12 1.26% 16.00%
REALPAGE INC RP $1,662.18 $21.40 4.41 73.79 23.09 5.52 -1.00%
WEB.COM GROUP WWWW $1,602.51 $31.44 3.21 -13.15 16.23 9.67 16.00%
NIC INC EGOV $1,554.61 $23.92 6.31 46 40.38 14.39 8.00%
ENVESTNET INC ENV $1,500.72 $44.40 7.29 403.64 60.35 10.48 30.00%
RESPONSYS INC MKTG $1,391.82 $27.08 7.18 1354 53.52 8.12 20.00%
MICROSTRATEGY MSTR $1,370.48 $121.27 2.38 18.15 58.76 4.69 29.00%
BOTTOMLINE TECH EPAY $1,344.05 $34.83 4.79 -60.05 31.08 3.45 8.00%
PROGRESS SOFTWAR PRGS $1,324.93 $25.52 4.16 18.9 202.45 2.58 1.00%
INTERACTIVE INT ININ $1,319.04 $66.49 4.64 166.23 52.44 7.9 26.00%
PROOFPOINT INC PFPT $1,270.03 $35.37 9.57 -57.05 97.02 33.45 23.00%
SYNCHRONOSS TECH SNCR $1,254.70 $30.96 3.75 110.57 21.68 2.99 8.00%
NETSCOUT SYSTEMS NTCT $1,242.18 $29.91 3.47 31.16 18.8 3.24 3.00%
MONOTYPE IMAGING TYPE $1,228.71 $31.49 7.5 40.37 23.57 4.44 0.76% 14.00%
BLUCORA INC BCOR $1,161.31 $28.19 2.39 46.21 10.8 2.4 12.00%
PROS HOLDINGS IN PRO $1,123.26 $39.94 8.53 249.63 44.39 10.74 21.00%
SPS COMMERCE INC SPSC $1,083.03 $67.60 10.75 965.71 69.58 7.25 27.00%
SILVER SPRING NE SSNI $1,055.71 $22.40 1.48 -1.19 20.91 -11.82 0.00%
VIRNETX HOLDING VHC $959.55 $18.74 499.95 -34.7 -107.12 24.4 -15.00%
COMVERSE INC CNSI $868.15 $39.05 1.29 64.02 16.72 64.4 9.00%
QUALYS INC QLYS $814.36 $25.25 8.41 360.71 29.83 8.1 10.00%
LIVEPERSON INC LPSN $803.24 $14.85 4.75 -1485 58.79 5.21 1.00%
LOGMEIN INC LOGM $795.91 $32.86 5.11 -154.77 33.6 4.63 10.00%
MILLENNIAL MEDIA MM $770.04 $7.25 2.43 -60.42 144.28 3.69 -5.00%
BROADSOFT INC BSFT $761.91 $26.98 4.41 -168.63 21.6 4.03 -9.00%
ELLIE MAE INC ELLI $752.58 $27.37 6.03 51.64 22.41 3.75 2.00%
PERFICIENT INC PRFT $741.84 $22.46 1.98 35.09 15.44 2.77 11.00%
TANGOE INC/CT TNGO $731.22 $19.12 4.24 147.08 36.41 4.49 4.00%
JIVE SOFTWARE IN JIVE $722.17 $10.43 4.97 -10.13 123.61 6.67 -5.00%
KOFAX LTD KFX $687.61 $7.08 2.36 66.17 19.74 3.2 0.00%
INTRALINKS HOLDI IL $654.64 $11.70 2.8 -48.75 14.55 2.06 6.00%
SCIQUEST INC SQI $651.77 $27.45 7.42 -105.58 39.18 7.45 12.00%
E2OPEN INC EOPN $636.98 $23.93 8.9 -28.83 -56.49 42.57 5.00%
DIGITAL RIVER DRIV $616.83 $18.45 1.52 -2.68 33.66 1.57 4.00%
CALLIDUS SOFTWAR CALD $553.99 $13.72 4.8 -21.44 32.33 294.01 9.00%
EBIX INC EBIX $543.25 $14.30 2.66 8.83 9.53 1.34 -2.00%
ACCELRYS INC ACCL $540.51 $9.71 3.27 -194.2 37.78 2.18 1.00%

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