ACI Worldwide, Inc. (ACIW) vs BlackBerry Limited (BB)

ACI Worldwide, Inc. and BlackBerry Limited are both Software Infrastructure companies. ACI Worldwide, Inc. and BlackBerry Limited are of similar size ($5.3B and $5.1B). ACI Worldwide, Inc. trades at the lower P/E: 24.0× against 59.9×. BlackBerry Limited grew revenue faster over the last twelve months: 14.4% against 7.03%. BlackBerry Limited has the higher net margin (13.1% vs 12.4%) and the lower return on invested capital (8.56% vs 9.84%). Across the 22 metrics below, ACI Worldwide, Inc. leads on 15 and BlackBerry Limited on 7.

Valuation

Metric ACIW BB Software Infrastructure median
P/E 24.00 59.93 28.38
P/S 2.94 7.70 2.98
P/B 3.58 5.97 2.93
Price to free cash flow 18.82 54.98 16.28
EV/EBITDA 13.42 47.37 13.92
EV/Sales 3.30 7.67 2.90
Earnings yield 4.17% 1.67% 0.14%
Free cash flow yield 5.31% 1.82% 1.24%

Profitability

Metric ACIW BB Software Infrastructure median
Gross margin 49.08% 77.87% 61.00%
Operating margin 18.61% 13.63% 0.00%
Net margin 12.40% 13.09% 0.00%
Free cash flow margin 15.64% 14.01% 1.67%
Return on equity 15.62% 10.60% 0.60%
Return on assets 7.24% 6.57% 0.00%
Return on invested capital 9.84% 8.56% 0.00%

Growth

Metric ACIW BB Software Infrastructure median
Revenue growth (TTM) 7.03% 14.42% 13.41%
EPS growth (last fiscal year) 13.09% 169.23% 27.10%
Revenue growth, 5-year CAGR 6.34% (9.27%) 15.57%
Net income growth, 5-year CAGR 25.55% 0.00% 0.00%

Health

Metric ACIW BB Software Infrastructure median
Debt to equity 0.55 0.25 0.05
Current ratio 1.58 2.38 1.55
Net debt to EBITDA 1.42 (2.47) 0.08

Dividend

Metric ACIW BB Software Infrastructure median
Dividend yield — — 1.20%
Payout ratio — — 0.29

Size

Metric ACIW BB Software Infrastructure median
Market cap 5.31b 5.11b 752.37m

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