Allot Ltd. (ALLT) vs Lesaka Technologies, Inc. (LSAK)

Allot Ltd. and Lesaka Technologies, Inc. are both Software Infrastructure companies. Allot Ltd. is the larger, with a market value of $445.7M against $381.8M — 1.2× the size. Allot Ltd. trades at the lower P/E: 41.0× against 125×. Allot Ltd. grew revenue faster over the last twelve months: 14.3% against 9.38%. Allot Ltd. has the higher net margin (9.40% vs 0.38%) and the higher return on invested capital (10.3% vs 2.23%). Across the 21 metrics below, Allot Ltd. leads on 13 and Lesaka Technologies, Inc. on 8.

Valuation

Metric ALLT LSAK Software Infrastructure median
P/E 41.05 125.35 28.38
P/S 4.07 0.49 2.98
P/B 3.92 1.72 2.93
Price to free cash flow 15.35 12.10 16.28
EV/EBITDA 39.64 8.33 13.92
EV/Sales 3.75 0.70 2.90
Earnings yield 2.44% 0.80% 0.14%
Free cash flow yield 6.52% 8.26% 1.24%

Profitability

Metric ALLT LSAK Software Infrastructure median
Gross margin 71.30% 31.98% 61.00%
Operating margin 6.74% 1.76% 0.00%
Net margin 9.40% 0.38% 0.00%
Free cash flow margin 26.54% 4.05% 1.67%
Return on equity 0.00% 1.48% 0.60%
Return on assets 5.73% 0.41% 0.00%
Return on invested capital 10.30% 2.23% 0.00%

Growth

Metric ALLT LSAK Software Infrastructure median
Revenue growth (TTM) 14.28% 9.38% 13.41%
EPS growth (last fiscal year) 153.33% 102.63% 27.10%
Revenue growth, 5-year CAGR (5.58%) 40.72% 15.57%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ALLT LSAK Software Infrastructure median
Debt to equity 0.00 1.13 0.05
Current ratio 2.26 1.59 1.55
Net debt to EBITDA (8.60) 2.48 0.08

Dividend

Metric ALLT LSAK Software Infrastructure median
Dividend yield — — 1.20%
Payout ratio — — 0.29

Size

Metric ALLT LSAK Software Infrastructure median
Market cap 445.70m 381.78m 752.37m

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