Companies/AI infra SW/PRIV-SCALE

PRIV-SCALE

Scale AI

PrivateWatchlist Only

AI infrastructure software·US·San Francisco, CA

Business overview

Direct AI revenue

Data labeling and RLHF provider with deep enterprise + DoD relationships.

Frontier model training pipelines depend on high-quality human-supervised data; Scale is the dominant vendor.

Products

Data Engine
Studio
Donovan (defense)

Customers (3)

Competitors (3)

Surge
Snorkel
in-house

Composite score

Higher = stronger overall research case

Fundamental63

Technical50

Valuation60

AI relevance75

Risk-adjusted (higher = safer)41

Segment-relative fundamental percentile: 54

Financial summary

Curated, illustrative

Revenue

$850.00M

Growth (YoY)

100.0%

Gross margin

55.0%

Operating margin

5.0%

FCF

$42.50M

Capex

$17.00M

Net cash / (debt)

$0.00

ROIC

-5.0%

Customer conc.

Medium

Valuation

Market cap

$14.00B

Enterprise value

$14.00B

P/E (TTM)

—

Forward P/E

—

EV / Sales

—

EV / EBITDA

—

P / FCF

—

PEG

—

Rule of 40

—

Risks

Severity 1 (low) to 5 (severe)

4
In-housing by frontier labs

Score components

What drove the composite

Growth100

Profitability35

Cash generation37

Balance sheet78

Moat / AI relevance75

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