Digital Turbine, Inc. (APPS) vs Lightspeed Commerce Inc. (LSPD)

Digital Turbine, Inc. and Lightspeed Commerce Inc. are both Software Application companies. Digital Turbine, Inc. and Lightspeed Commerce Inc. are of similar size ($1.3B and $1.3B). Digital Turbine, Inc. grew revenue faster over the last twelve months: 19.2% against 11.6%. Digital Turbine, Inc. has the higher net margin (−5.82% vs −7.81%) and the higher return on invested capital (7.72% vs −7.01%). Across the 19 metrics below, Digital Turbine, Inc. leads on 11 and Lightspeed Commerce Inc. on 8.

Valuation

Metric APPS LSPD Software Application median
P/E n/m n/m 24.79
P/S 2.23 1.10 2.67
P/B 7.04 0.98 3.01
Price to free cash flow 51.78 n/m 16.59
EV/EBITDA 11.70 171.96 14.40
EV/Sales 2.75 0.81 2.62
Earnings yield (2.83%) (7.09%) 0.00%
Free cash flow yield 1.93% (1.60%) 1.91%

Profitability

Metric APPS LSPD Software Application median
Gross margin 49.08% 43.09% 67.03%
Operating margin 10.29% (9.30%) 0.00%
Net margin (5.82%) (7.81%) 0.00%
Free cash flow margin 4.31% (1.75%) 4.32%
Return on equity (20.40%) (6.65%) 0.00%
Return on assets (4.21%) (5.92%) 0.00%
Return on invested capital 7.72% (7.01%) 0.00%

Growth

Metric APPS LSPD Software Application median
Revenue growth (TTM) 19.24% 11.57% 12.40%
EPS growth (last fiscal year) 62.92% 76.04% —
Revenue growth, 5-year CAGR 12.51% 40.80% 13.72%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric APPS LSPD Software Application median
Debt to equity 1.85 0.01 0.02
Current ratio 1.20 3.55 1.55
Net debt to EBITDA 2.70 285.60 0.06

Dividend

Metric APPS LSPD Software Application median
Dividend yield — — 1.25%
Payout ratio 0.00 0.00 0.00

Size

Metric APPS LSPD Software Application median
Market cap 1.33b 1.29b 396.11m

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