PowerFleet, Inc. (AIOT) vs Kodiak AI, Inc. (KDK)

PowerFleet, Inc. and Kodiak AI, Inc. are both Software Infrastructure companies. PowerFleet, Inc. and Kodiak AI, Inc. are of similar size ($334.2M and $319.0M). PowerFleet, Inc. grew revenue faster over the last twelve months: 15.1% against −57.7%. PowerFleet, Inc. has the higher net margin (−4.16% vs −4,960.8%) and the higher return on invested capital (2.03% vs 0.00%). Across the 16 metrics below, PowerFleet, Inc. leads on 12 and Kodiak AI, Inc. on 4.

Valuation

Metric AIOT KDK Software Infrastructure median
P/E n/m n/m 28.38
P/S 0.71 35.34 2.98
P/B 0.66 n/m 2.93
Price to free cash flow n/m n/m 16.28
EV/EBITDA 6.65 n/m 13.92
EV/Sales 1.22 20.11 2.90
Earnings yield (5.86%) (325.19%) 0.14%
Free cash flow yield (0.93%) (58.06%) 1.24%

Profitability

Metric AIOT KDK Software Infrastructure median
Gross margin 55.74% 100.00% 61.00%
Operating margin 4.86% (2,100.21%) 0.00%
Net margin (4.16%) (4,960.84%) 0.00%
Free cash flow margin (0.66%) (2,052.14%) 1.67%
Return on equity (3.98%) 333.16% 0.60%
Return on assets (1.98%) (93.94%) 0.00%
Return on invested capital 2.03% 0.00% 0.00%

Growth

Metric AIOT KDK Software Infrastructure median
Revenue growth (TTM) 15.14% (57.70%) 13.41%
EPS growth (last fiscal year) 65.12% (439.86%) 27.10%
Revenue growth, 5-year CAGR 31.33% — 15.57%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric AIOT KDK Software Infrastructure median
Debt to equity 0.48 1.23 0.05
Current ratio 1.10 5.54 1.55
Net debt to EBITDA 2.36 0.72 0.08

Dividend

Metric AIOT KDK Software Infrastructure median
Dividend yield — — 1.20%
Payout ratio — — 0.29

Size

Metric AIOT KDK Software Infrastructure median
Market cap 334.22m 318.98m 752.37m

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