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

ACI Worldwide, Inc. and Box, Inc. are both Software Infrastructure companies. ACI Worldwide, Inc. and Box, Inc. are of similar size ($6.0B and $6.0B). ACI Worldwide, Inc. trades at the lower P/E: 36.1× against 60.7×. Box, Inc. grew revenue faster over the last twelve months: 9.63% against 1.93%. ACI Worldwide, Inc. has the higher net margin (9.46% vs 8.14%) and the higher return on invested capital (7.87% vs 0.00%). Across the 21 metrics below, ACI Worldwide, Inc. leads on 12 and Box, Inc. on 9.

Valuation

Metric ACIW BOX Software Infrastructure median
P/E 36.15 60.68 24.43
P/S 3.39 4.86 2.81
P/B 4.00 n/m 2.88
Price to free cash flow 18.01 17.16 17.94
EV/EBITDA 14.68 29.94 14.51
EV/Sales 3.73 5.04 2.91
Earnings yield 2.77% 1.65% 0.00%
Free cash flow yield 5.55% 5.83% 0.49%

Profitability

Metric ACIW BOX Software Infrastructure median
Gross margin 47.01% 79.55% 57.45%
Operating margin 14.92% 9.43% 0.00%
Net margin 9.46% 8.14% 0.00%
Free cash flow margin 18.80% 28.36% 0.00%
Return on equity 11.23% (32.39%) 0.00%
Return on assets 5.31% 6.64% 0.00%
Return on invested capital 7.87% 0.00% 0.00%

Growth

Metric ACIW BOX Software Infrastructure median
Revenue growth (TTM) 1.93% 9.63% 14.28%
EPS growth (last fiscal year) 13.09% (57.35%) 18.26%
Revenue growth, 5-year CAGR 6.34% 8.84% 16.15%
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) 0.02
Current ratio 1.56 1.06 1.53
Net debt to EBITDA 1.42 (0.16) 0.05

Dividend

Metric ACIW BOX Software Infrastructure median
Dividend yield — — 1.06%
Payout ratio — — 0.29

Size

Metric ACIW BOX Software Infrastructure median
Market cap 6.01b 5.98b 661.51m

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