Business overview
LLM orchestration framework + LangSmith eval/observability.
Popular OSS framework with commercial LangSmith layer; monetization scale still small.
Products
- LangChain
- LangGraph
- LangSmith
Customers (1)
- Developers globally
Competitors (2)
- LlamaIndex
- Haystack
Composite score
Higher = stronger overall research case
Fundamental55
Technical50
Valuation60
AI relevance55
Risk-adjusted (higher = safer)41
Segment-relative fundamental percentile: 31
Financial summary
Curated, illustrative
Revenue
$60.00M
Growth (YoY)
100.0%
Gross margin
65.0%
Operating margin
-50.0%
FCF
$-36.00M
Capex
$1.20M
Net cash / (debt)
$0.00
ROIC
-30.0%
Customer conc.
Medium
Valuation
Market cap
$1.20B
Enterprise value
$1.20B
P/E (TTM)
—
Forward P/E
—
EV / Sales
—
EV / EBITDA
—
P / FCF
—
PEG
—
Rule of 40
—
Risks
Severity 1 (low) to 5 (severe)
- 4OSS-only competition
Score components
What drove the composite
Growth100
Profitability20
Cash generation20
Balance sheet78
Moat / AI relevance62
Capital intensity (higher = lighter)80
Customer diversification60
Valuation discipline (dilution)42
Trend (MA50/MA200)50
Momentum (3/6/12m)50
Relative strength50
Realized vol (higher = lower vol)50
Segment peers
Other companies in AI infra SW