Box, Inc. (BOX) vs Remitly Global, Inc. (RELY)
Box, Inc. and Remitly Global, Inc. are both Software Infrastructure companies. Box, Inc. and Remitly Global, Inc. are of similar size ($4.5B and $4.4B). Remitly Global, Inc. trades at the lower P/E: 14.8× against 43.6×. Remitly Global, Inc. grew revenue faster over the last twelve months: 23.8% against 9.63%. Remitly Global, Inc. has the higher net margin (16.9% vs 8.14%) and the higher return on invested capital (23.6% vs 0.00%). Across the 20 metrics below, Remitly Global, Inc. leads on 17 and Box, Inc. on 3.
Valuation
Profitability
| Metric | BOX | RELY | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 79.55% | 61.46% | 61.23% |
| Operating margin | 9.43% | 9.45% | 0.00% |
| Net margin | 8.14% | 16.85% | 0.00% |
| Free cash flow margin | 28.36% | 20.73% | 1.67% |
| Return on equity | (32.39%) | 32.25% | 0.59% |
| Return on assets | 6.64% | 22.32% | 0.00% |
| Return on invested capital | 0.00% | 23.57% | 0.00% |
Growth
Health
Dividend
Size
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