Digital Turbine, Inc. (APPS) vs Ibotta, Inc. (IBTA)

Digital Turbine, Inc. and Ibotta, Inc. are both Software Application companies. Digital Turbine, Inc. is the larger, with a market value of $1.3B against $1.1B — 1.1× the size. Digital Turbine, Inc. grew revenue faster over the last twelve months: 19.2% against −6.65%. Ibotta, Inc. has the higher net margin (−3.21% vs −5.82%) and the lower return on invested capital (−8.02% vs 7.72%). Across the 18 metrics below, Ibotta, Inc. leads on 12 and Digital Turbine, Inc. on 6.

Valuation

Metric APPS IBTA Software Application median
P/E n/m n/m 25.41
P/S 1.92 3.25 2.73
P/B 6.06 4.61 2.57
Price to free cash flow 44.55 19.01 17.58
EV/EBITDA 10.37 n/m 15.36
EV/Sales 2.44 3.08 2.59
Earnings yield (3.28%) (0.98%) 0.00%
Free cash flow yield 2.24% 5.26% 2.24%

Profitability

Metric APPS IBTA Software Application median
Gross margin 49.08% 78.24% 67.03%
Operating margin 10.29% (3.49%) 0.00%
Net margin (5.82%) (3.21%) 0.00%
Free cash flow margin 4.31% 17.07% 5.01%
Return on equity (20.40%) (3.70%) 0.00%
Return on assets (4.21%) (2.03%) 0.00%
Return on invested capital 7.72% (8.02%) 0.00%

Growth

Metric APPS IBTA Software Application median
Revenue growth (TTM) 19.24% (6.65%) 12.48%
EPS growth (last fiscal year) 62.92% (95.31%) 32.26%
Revenue growth, 5-year CAGR 12.51% — 14.21%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric APPS IBTA Software Application median
Debt to equity 1.85 0.00 0.02
Current ratio 1.20 1.71 1.52
Net debt to EBITDA 2.70 (24.45) 0.08

Dividend

Metric APPS IBTA Software Application median
Dividend yield — — 0.95%
Payout ratio — — 0.29

Size

Metric APPS IBTA Software Application median
Market cap 1.28b 1.13b 357.77m

Compare with another peer

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