Allot Ltd. (ALLT) vs Bakkt Holdings, Inc. (BKKT)

Allot Ltd. and Bakkt Holdings, Inc. are both Software Infrastructure companies. Allot Ltd. and Bakkt Holdings, Inc. are of similar size ($425.0M and $398.0M). Bakkt Holdings, Inc. has negative trailing earnings, so its P/E is not meaningful; Allot Ltd. trades at 39.5×. Allot Ltd. grew revenue faster over the last twelve months: 14.3% against −70.0%. Allot Ltd. has the higher net margin (9.40% vs −2.78%) and the higher return on invested capital (10.3% vs −31.5%). Across the 17 metrics below, Allot Ltd. leads on 12 and Bakkt Holdings, Inc. on 5.

Valuation

Metric ALLT BKKT Software Infrastructure median
P/E 39.50 n/m 28.02
P/S 3.92 0.31 3.07
P/B 3.77 0.99 3.36
Price to free cash flow 14.77 n/m 17.12
EV/EBITDA 38.02 n/m 14.91
EV/Sales 3.60 0.29 3.03
Earnings yield 2.53% (80.32%) 0.13%
Free cash flow yield 6.77% (24.96%) 1.15%

Profitability

Metric ALLT BKKT Software Infrastructure median
Gross margin 71.30% 1.30% 61.23%
Operating margin 6.74% (13.70%) 0.00%
Net margin 9.40% (2.78%) 0.00%
Free cash flow margin 26.54% (7.84%) 1.67%
Return on equity 0.00% (15.04%) 0.59%
Return on assets 5.73% (10.44%) 0.00%
Return on invested capital 10.30% (31.48%) 0.00%

Growth

Metric ALLT BKKT Software Infrastructure median
Revenue growth (TTM) 14.28% (69.95%) 13.41%
EPS growth (last fiscal year) 153.33% (11.29%) —
Revenue growth, 5-year CAGR (5.58%) 141.39% 15.81%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ALLT BKKT Software Infrastructure median
Debt to equity 0.00 0.00 0.06
Current ratio 2.26 3.14 1.55
Net debt to EBITDA (8.60) 0.19 0.08

Dividend

Metric ALLT BKKT Software Infrastructure median
Dividend yield — — 1.53%
Payout ratio 0.00 0.00 0.00

Size

Metric ALLT BKKT Software Infrastructure median
Market cap 424.99m 397.96m 835.96m

Compare with another peer

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