BlackBerry Limited (BB) vs Amdocs Limited (DOX)

BlackBerry Limited and Amdocs Limited are both Software Infrastructure companies. Amdocs Limited is the larger, with a market value of $6.2B against $5.2B — 1.2× the size. Amdocs Limited trades at the lower P/E: 13.7× against 86.9×. BlackBerry Limited grew revenue faster over the last twelve months: 8.83% against 0.14%. BlackBerry Limited has the higher net margin (10.3% vs 9.56%) and the lower return on invested capital (6.45% vs 9.39%). Across the 22 metrics below, Amdocs Limited leads on 15 and BlackBerry Limited on 7.

Valuation

Metric BB DOX Software Infrastructure median
P/E 86.88 13.67 28.02
P/S 8.30 1.28 3.07
P/B 6.42 1.79 3.36
Price to free cash flow 78.97 9.34 17.12
EV/EBITDA 62.01 8.17 14.91
EV/Sales 8.31 1.46 3.03
Earnings yield 1.15% 7.32% 0.13%
Free cash flow yield 1.27% 10.71% 1.15%

Profitability

Metric BB DOX Software Infrastructure median
Gross margin 77.13% 38.28% 61.23%
Operating margin 10.62% 13.47% 0.00%
Net margin 10.31% 9.56% 0.00%
Free cash flow margin 10.51% 13.73% 1.67%
Return on equity 8.10% 12.95% 0.59%
Return on assets 4.88% 6.98% 0.00%
Return on invested capital 6.45% 9.39% 0.00%

Growth

Metric BB DOX Software Infrastructure median
Revenue growth (TTM) 8.83% 0.14% 13.41%
EPS growth (last fiscal year) 169.23% 18.82% —
Revenue growth, 5-year CAGR (9.27%) 1.69% 15.81%
Net income growth, 5-year CAGR 0.00% 2.32% 0.00%

Health

Metric BB DOX Software Infrastructure median
Debt to equity 0.26 0.32 0.06
Current ratio 2.20 0.94 1.55
Net debt to EBITDA (2.47) 0.50 0.08

Dividend

Metric BB DOX Software Infrastructure median
Dividend yield — 1.98% 1.53%
Payout ratio 0.00 0.36 0.00

Size

Metric BB DOX Software Infrastructure median
Market cap 5.19b 6.22b 835.96m

Compare with another peer

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