Adrian Campos| Fool

Due to the strong demand for cheap software, cloud computing companies are enjoying great market momentum. This has attracted hundreds of competitors, from start-ups to traditional tech giants.

At least 13 new players have gone public in the last 18 months, with most of them surpassing the $1 billion market cap milestone in a few months. But only cloud companies that innovate their product portfolio constantly, and build economic moats, will be able to survive the competitive landscape.

Computer Associates Technologies ,, and NetSuite  are the best-performing stocks year to date in the cloud computing index. What makes each of these three companies special? How did they manage to build strong economic moats in a fierce landscape? More importantly, after experiencing more than a 40% increase in stock price, can they still be considered attractive investment opportunities?

Computer Associates and its 800 patents
Up an amazing 50% since January 2013, Computer Associates, also known as CA, started as an antivirus company and now is one of the largest cloud based software developers. Specialized in the business-to-business segment, CA has taken charge of several cloud projects, from developing a project management system for Siemens, to implementing a client automation system for Bank of Finland.


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