Allot Ltd. (ALLT) vs Katapult Holdings, Inc. (KPLT)

Allot Ltd. and Katapult Holdings, Inc. are both Software Infrastructure companies. Katapult Holdings, Inc. is the larger, with a market value of $489.6M against $425.0M — 1.2× the size. Katapult Holdings, Inc. trades at the lower P/E: 3.6× against 39.5×. Allot Ltd. grew revenue faster over the last twelve months: 14.3% against 13.0%. Allot Ltd. has the higher net margin (9.40% vs 1.86%) and the lower return on invested capital (10.3% vs 17.2%). Across the 19 metrics below, Allot Ltd. leads on 10 and Katapult Holdings, Inc. on 9.

Valuation

Metric ALLT KPLT Software Infrastructure median
P/E 39.50 3.65 28.02
P/S 3.92 0.09 3.07
P/B 3.77 n/m 3.36
Price to free cash flow 14.77 n/m 17.12
EV/EBITDA 38.02 0.98 14.91
EV/Sales 3.60 0.57 3.03
Earnings yield 2.53% 27.40% 0.13%
Free cash flow yield 6.77% (14.13%) 1.15%

Profitability

Metric ALLT KPLT Software Infrastructure median
Gross margin 71.30% 18.49% 61.23%
Operating margin 6.74% 1.27% 0.00%
Net margin 9.40% 1.86% 0.00%
Free cash flow margin 26.54% (1.29%) 1.67%
Return on equity 0.00% (12.44%) 0.59%
Return on assets 5.73% 5.82% 0.00%
Return on invested capital 10.30% 17.21% 0.00%

Growth

Metric ALLT KPLT Software Infrastructure median
Revenue growth (TTM) 14.28% 12.96% 13.41%
EPS growth (last fiscal year) 153.33% 98.15% —
Revenue growth, 5-year CAGR (5.58%) 3.37% 15.81%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ALLT KPLT Software Infrastructure median
Debt to equity 0.00 (2.06) 0.06
Current ratio 2.26 0.90 1.55
Net debt to EBITDA (8.60) 0.33 0.08

Dividend

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

Size

Metric ALLT KPLT Software Infrastructure median
Market cap 424.99m 489.58m 835.96m

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