ACI Worldwide, Inc. (ACIW) vs Box, Inc. (BOX)

ACI Worldwide, Inc. and Box, Inc. are both Software Infrastructure companies. ACI Worldwide, Inc. is the larger, with a market value of $5.0B against $4.4B — 1.1× the size. ACI Worldwide, Inc. trades at the lower P/E: 22.5× against 43.6×. Box, Inc. grew revenue faster over the last twelve months: 9.63% against 7.03%. ACI Worldwide, Inc. has the higher net margin (12.4% vs 8.14%) and the higher return on invested capital (9.84% vs 0.00%). Across the 21 metrics below, ACI Worldwide, Inc. leads on 13 and Box, Inc. on 8.

Valuation

Metric ACIW BOX Software Infrastructure median
P/E 22.50 43.60 28.02
P/S 2.76 3.49 3.07
P/B 3.36 n/m 3.36
Price to free cash flow 17.65 12.33 17.12
EV/EBITDA 12.68 21.80 14.91
EV/Sales 3.12 3.67 3.03
Earnings yield 4.44% 2.29% 0.13%
Free cash flow yield 5.67% 8.11% 1.15%

Profitability

Metric ACIW BOX Software Infrastructure median
Gross margin 49.08% 79.55% 61.23%
Operating margin 18.61% 9.43% 0.00%
Net margin 12.40% 8.14% 0.00%
Free cash flow margin 15.64% 28.36% 1.67%
Return on equity 15.62% (32.39%) 0.59%
Return on assets 7.24% 6.64% 0.00%
Return on invested capital 9.84% 0.00% 0.00%

Growth

Metric ACIW BOX Software Infrastructure median
Revenue growth (TTM) 7.03% 9.63% 13.41%
EPS growth (last fiscal year) 13.09% (57.35%) —
Revenue growth, 5-year CAGR 6.34% 8.84% 15.81%
Net income growth, 5-year CAGR 25.55% 0.00% 0.00%

Health

Metric ACIW BOX Software Infrastructure median
Debt to equity 0.55 (1.29) 0.06
Current ratio 1.58 1.06 1.55
Net debt to EBITDA 1.42 (0.16) 0.08

Dividend

Metric ACIW BOX Software Infrastructure median
Dividend yield — 0.19% 1.53%
Payout ratio 0.00 0.00 0.00

Size

Metric ACIW BOX Software Infrastructure median
Market cap 5.01b 4.43b 835.96m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack