Alkami Technology, Inc. (ALKT) vs Amplitude, Inc. (AMPL)

Alkami Technology, Inc. and Amplitude, Inc. are both Software Application companies. Amplitude, Inc. is the larger, with a market value of $1.7B against $1.5B — 1.1× the size. Alkami Technology, Inc. grew revenue faster over the last twelve months: 27.1% against 18.3%. Alkami Technology, Inc. has the higher net margin (−9.21% vs −26.6%) and the lower return on invested capital (−3.51% vs 0.00%). Across the 19 metrics below, Alkami Technology, Inc. leads on 14 and Amplitude, Inc. on 5.

Valuation

Metric ALKT AMPL Software Application median
P/E n/m n/m 24.79
P/S 3.01 4.60 2.67
P/B 4.07 12.63 3.01
Price to free cash flow 27.35 68.57 16.59
EV/EBITDA n/m n/m 14.40
EV/Sales 3.59 4.22 2.62
Earnings yield (3.04%) (5.64%) 0.00%
Free cash flow yield 3.66% 1.46% 1.91%

Profitability

Metric ALKT AMPL Software Application median
Gross margin 57.36% 72.42% 67.03%
Operating margin (7.31%) (27.79%) 0.00%
Net margin (9.21%) (26.59%) 0.00%
Free cash flow margin 11.27% 6.70% 4.32%
Return on equity (12.77%) (47.89%) 0.00%
Return on assets (5.40%) (24.48%) 0.00%
Return on invested capital (3.51%) 0.00% 0.00%

Growth

Metric ALKT AMPL Software Application median
Revenue growth (TTM) 27.05% 18.26% 12.40%
EPS growth (last fiscal year) (12.20%) 11.84% —
Revenue growth, 5-year CAGR 23.86% 27.35% 13.72%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ALKT AMPL Software Application median
Debt to equity 0.98 0.00 0.02
Current ratio 2.13 1.05 1.55
Net debt to EBITDA (10.81) 2.22 0.06

Dividend

Metric ALKT AMPL Software Application median
Dividend yield — — 1.25%
Payout ratio 0.00 0.00 0.00

Size

Metric ALKT AMPL Software Application median
Market cap 1.52b 1.71b 396.11m

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