Allot Ltd. (ALLT) vs Paysafe Limited (PSFE)

Allot Ltd. and Paysafe Limited are both Software Infrastructure companies. Allot Ltd. is the larger, with a market value of $403.3M against $344.1M — 1.2× the size. Paysafe Limited has negative trailing earnings, so its P/E is not meaningful; Allot Ltd. trades at 37.3×. Allot Ltd. grew revenue faster over the last twelve months: 14.3% against 5.13%. Allot Ltd. has the higher net margin (9.40% vs −11.8%) and the higher return on invested capital (10.3% vs 0.99%). Across the 20 metrics below, Allot Ltd. leads on 13 and Paysafe Limited on 7.

Valuation

Metric ALLT PSFE Software Infrastructure median
P/E 37.32 n/m 24.43
P/S 3.70 0.20 2.81
P/B 3.56 0.61 2.88
Price to free cash flow 13.95 2.71 17.94
EV/EBITDA 35.73 5.31 14.51
EV/Sales 3.38 0.93 2.91
Earnings yield 2.68% (57.64%) 0.00%
Free cash flow yield 7.17% 36.92% 0.49%

Profitability

Metric ALLT PSFE Software Infrastructure median
Gross margin 71.30% 56.13% 57.45%
Operating margin 6.74% 1.67% 0.00%
Net margin 9.40% (11.82%) 0.00%
Free cash flow margin 26.54% 7.24% 0.00%
Return on equity 0.00% (30.25%) 0.00%
Return on assets 5.73% (4.39%) 0.00%
Return on invested capital 10.30% 0.99% 0.00%

Growth

Metric ALLT PSFE Software Infrastructure median
Revenue growth (TTM) 14.28% 5.13% 14.28%
EPS growth (last fiscal year) 153.33% (972.22%) 18.26%
Revenue growth, 5-year CAGR (5.58%) 3.59% 16.15%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ALLT PSFE Software Infrastructure median
Debt to equity 0.00 4.38 0.02
Current ratio 2.26 1.17 1.53
Net debt to EBITDA (8.60) 3.62 0.05

Dividend

Metric ALLT PSFE Software Infrastructure median
Dividend yield — — 1.06%
Payout ratio — — 0.29

Size

Metric ALLT PSFE Software Infrastructure median
Market cap 403.29m 344.10m 661.51m

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