Agora, Inc. Sponsored ADR (API) vs Silvaco Group, Inc. (SVCO)

Agora, Inc. Sponsored ADR and Silvaco Group, Inc. are both Software Application companies. Agora, Inc. Sponsored ADR is the larger, with a market value of $318.0M against $288.4M — 1.1× the size. Silvaco Group, Inc. has negative trailing earnings, so its P/E is not meaningful; Agora, Inc. Sponsored ADR trades at 46.4×. Silvaco Group, Inc. grew revenue faster over the last twelve months: 31.9% against 13.6%. Agora, Inc. Sponsored ADR has the higher net margin (7.23% vs −30.4%) and the higher return on invested capital (−1.04% vs −22.8%). Across the 17 metrics below, Agora, Inc. Sponsored ADR leads on 13 and Silvaco Group, Inc. on 4.

Valuation

Metric API SVCO Software Application median
P/E 46.42 n/m 24.79
P/S 2.36 3.81 2.67
P/B 0.64 3.30 3.01
Price to free cash flow n/m n/m 16.59
EV/EBITDA 53.85 n/m 14.40
EV/Sales 0.75 3.72 2.62
Earnings yield 2.15% (8.61%) 0.00%
Free cash flow yield (7.24%) (12.43%) 1.91%

Profitability

Metric API SVCO Software Application median
Gross margin 64.49% 83.12% 67.03%
Operating margin (3.42%) (35.56%) 0.00%
Net margin 7.23% (30.44%) 0.00%
Free cash flow margin (13.68%) (47.35%) 4.32%
Return on equity 1.95% (27.03%) 0.00%
Return on assets 1.53% (18.16%) 0.00%
Return on invested capital (1.04%) (22.81%) 0.00%

Growth

Metric API SVCO Software Application median
Revenue growth (TTM) 13.58% 31.86% 12.40%
EPS growth (last fiscal year) 121.74% 9.15% —
Revenue growth, 5-year CAGR 1.10% — 13.72%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric API SVCO Software Application median
Debt to equity 0.18 0.00 0.02
Current ratio 5.11 1.72 1.55
Net debt to EBITDA 98.49 0.43 0.06

Dividend

Metric API SVCO Software Application median
Dividend yield — — 1.25%
Payout ratio 0.00 — 0.00

Size

Metric API SVCO Software Application median
Market cap 317.99m 288.36m 396.11m

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