Platform Aeronaut
HomeLeaderboardCompaniesChartsSectorsProfile

Platform Aeronaut SBC & Dilution

Quarterly dilution analytics, leaderboard rankings, and source-auditable methodology workflows.

Menu

  • Home
  • Leaderboard
  • Companies
  • Sectors

Legal

  • Methodology
  • Disclaimer
  • Privacy Policy
  • Terms of Use

Platform Aeronaut

  • Substack
  • Transcripts
  • AV Rideshare Economics

© 2026 Platform Aeronaut. All rights reserved.

Leaderboard Movers

Dilution Decelerators

Yelp logo
YELP

Yelp

-2.7%
Carvana logo
CVNA

Carvana

-1.6%
Unity logo
U

Unity

-1.4%
Roblox logo
RBLX

Roblox

-1.2%
Confluent logo
CFLT

Confluent

-1.0%

Dilution Accelerators

Wayfair logo
W

Wayfair

+2.2%
Atlassian logo
TEAM

Atlassian

+1.0%
Lyft logo
LYFT

Lyft

+0.8%
Snap logo
SNAP

Snap

+0.8%
Elastic logo
ESTC

Elastic

+0.6%

Leaderboard

CohortSector
10Netflix logoNFLXNetflixMega CapBig Tech0.3%0.21x0.19x3.9%
20Nvidia logoNVDANvidiaMega CapBig Tech0.3%0.21x0.19x6.6%
30Booking logoBKNGBookingLarge CapInternet0.5%0.33x0.17x6.8%
4-3Apple logoAAPLAppleMega CapBig Tech0.4%0.28x0.26x10.7%
5-1Shopify logoSHOPShopifyLarge CapSoftware0.4%0.25x0.16x22.4%
6+2Spotify logoSPOTSpotifyLarge CapInternet0.5%0.38x0.20x8.6%
7+2Microsoft logoMSFTMicrosoftMega CapBig Tech0.4%0.27x0.25x15.8%
80IBM logoIBMIBMMega CapSoftware0.6%0.46x0.27x14.2%
9-2Robinhood logoHOODRobinhoodLarge CapInternet1.0%0.70x0.37x16.6%
10-21Palantir logoPLTRPalantirMega CapSoftware0.8%0.60x0.35x32.5%
11+1Adobe logoADBEAdobeLarge CapSoftware1.1%0.75x0.46x19.7%
12+3Paycom logoPAYCPaycomSmall CapSoftware1.1%0.32x0.48x28.9%
13+1NON-TECHNon-Tech AggregateNon-TechNon-Tech0.3%1.03x1.03x6.8%
14-4Autodesk logoADSKAutodeskLarge CapSoftware1.3%0.87x0.54x32.9%
15+1Paypal logoPYPLPaypalMid CapInternet1.5%0.53x0.56x18.0%
16+1Uber logoUBERUberLarge CapInternet1.3%0.93x0.49x18.7%
17+4GoDaddy logoGDDYGoDaddyMid CapInternet1.9%0.64x0.68x20.2%
18-3Carvana logoCVNACarvanaLarge CapInternet1.7%1.15x0.60x10.8%
19+3ServiceNow logoNOWServiceNowLarge CapSoftware1.1%0.76x0.47x42.7%
20-3Palo Alto Networks logoPANWPalo Alto NetworksLarge CapSoftware1.3%0.91x0.56x37.9%
21-5Duolingo logoDUOLDuolingoMid CapInternet1.9%0.64x0.68x38.3%
220Toast logoTOSTToastMid CapSoftware1.6%0.54x0.67x40.8%
23+4Salesforce logoCRMSalesforceLarge CapBig Tech1.3%0.93x0.89x24.5%
24+4Ebay logoEBAYEbayMid CapInternet1.5%0.50x0.53x42.0%
25-3Alphabet logoGOOGLAlphabetMega CapBig Tech1.1%0.80x0.73x34.1%
26-1Intuit logoINTUIntuitLarge CapSoftware1.5%1.06x0.66x29.6%
27+3Expedia logoEXPEExpediaMid CapInternet2.2%0.76x0.80x12.8%
28+3CrowdStrike logoCRWDCrowdStrikeLarge CapSoftware1.0%0.72x0.44x91.4%
29-16Coinbase logoCOINCoinbaseLarge CapInternet1.5%1.07x0.56x34.6%
30-2Oracle logoORCLOracleMega CapBig Tech0.7%0.50x0.46x-36.2%

Showing 1-30 of 67 companies

Page 1 of 3

Non-Tech Leaderboard

CohortSector
1-1Coca Cola logoKOCoca ColaMega CapNon-Tech0.1%0.36x0.32x5.3%
2-1Lowes logoLOWLowesLarge CapNon-Tech0.2%0.58x0.58x3.2%
3-1Pepsico logoPEPPepsicoLarge CapNon-Tech0.1%0.52x0.52x3.8%
4+3McDonalds logoMCDMcDonaldsLarge CapNon-Tech0.2%0.65x0.65x2.3%
50Eli Lilly logoLLYEli LillyMega CapNon-Tech0.1%0.45x0.40x7.0%
60Visa logoVVisaMega CapNon-Tech0.3%1.02x0.91x3.9%
70Procter & Gamble logoPGProcter & GambleMega CapNon-Tech0.3%1.33x1.19x3.3%
8-1UnitedHealth logoUNHUnitedHealthMega CapNon-Tech0.3%1.25x1.12x6.0%
9-1Costco logoCOSTCostcoMega CapNon-Tech0.3%1.20x1.07x12.5%
10+2United Airlines logoUALUnited AirlinesMid CapNon-Tech0.5%1.00x1.79x5.8%
110Merck logoMRKMerckMega CapNon-Tech0.3%1.37x1.22x6.6%
120Marriott logoMARMarriottLarge CapNon-Tech0.4%1.36x1.36x9.0%
130Disney logoDISDisneyLarge CapNon-Tech0.6%2.29x2.28x19.5%