Alkami Technology, Inc. (ALKT) vs Lightspeed Commerce Inc. (LSPD)

Alkami Technology, Inc. and Lightspeed Commerce Inc. are both Software Application companies. Alkami Technology, Inc. is the larger, with a market value of $1.5B against $1.3B — 1.2× the size. Alkami Technology, Inc. grew revenue faster over the last twelve months: 27.1% against 11.6%. Lightspeed Commerce Inc. has the higher net margin (−7.81% vs −9.21%) and the lower return on invested capital (−7.01% vs −3.51%). Across the 18 metrics below, Alkami Technology, Inc. leads on 9 and Lightspeed Commerce Inc. on 9.

Valuation

Metric ALKT LSPD Software Application median
P/E n/m n/m 24.79
P/S 3.01 1.10 2.67
P/B 4.07 0.98 3.01
Price to free cash flow 27.35 n/m 16.59
EV/EBITDA n/m 171.96 14.40
EV/Sales 3.59 0.81 2.62
Earnings yield (3.04%) (7.09%) 0.00%
Free cash flow yield 3.66% (1.60%) 1.91%

Profitability

Metric ALKT LSPD Software Application median
Gross margin 57.36% 43.09% 67.03%
Operating margin (7.31%) (9.30%) 0.00%
Net margin (9.21%) (7.81%) 0.00%
Free cash flow margin 11.27% (1.75%) 4.32%
Return on equity (12.77%) (6.65%) 0.00%
Return on assets (5.40%) (5.92%) 0.00%
Return on invested capital (3.51%) (7.01%) 0.00%

Growth

Metric ALKT LSPD Software Application median
Revenue growth (TTM) 27.05% 11.57% 12.40%
EPS growth (last fiscal year) (12.20%) 76.04% —
Revenue growth, 5-year CAGR 23.86% 40.80% 13.72%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ALKT LSPD Software Application median
Debt to equity 0.98 0.01 0.02
Current ratio 2.13 3.55 1.55
Net debt to EBITDA (10.81) 285.60 0.06

Dividend

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

Size

Metric ALKT LSPD Software Application median
Market cap 1.52b 1.29b 396.11m

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