Calix, Inc (CALX) vs LiveRamp Holdings, Inc. (RAMP)

Calix, Inc and LiveRamp Holdings, Inc. are both Software Infrastructure companies. Calix, Inc and LiveRamp Holdings, Inc. are of similar size ($2.3B and $2.1B). LiveRamp Holdings, Inc. trades at the lower P/E: 15.1× against 41.9×. Calix, Inc grew revenue faster over the last twelve months: 27.8% against 8.85%. LiveRamp Holdings, Inc. has the higher net margin (18.7% vs 4.61%) and the higher return on invested capital (9.94% vs 7.42%). Across the 21 metrics below, LiveRamp Holdings, Inc. leads on 15 and Calix, Inc on 6.

Valuation

Metric CALX RAMP Software Infrastructure median
P/E 41.95 15.12 28.02
P/S 1.89 2.73 3.07
P/B 2.96 2.32 3.36
Price to free cash flow 24.64 11.41 17.12
EV/EBITDA 24.36 17.71 14.91
EV/Sales 1.73 2.34 3.03
Earnings yield 2.38% 6.61% 0.13%
Free cash flow yield 4.06% 8.76% 1.15%

Profitability

Metric CALX RAMP Software Infrastructure median
Gross margin 56.58% 70.82% 61.23%
Operating margin 5.51% 11.59% 0.00%
Net margin 4.61% 18.71% 0.00%
Free cash flow margin 7.69% 23.90% 1.67%
Return on equity 6.91% 16.18% 0.59%
Return on assets 5.46% 12.40% 0.00%
Return on invested capital 7.42% 9.94% 0.00%

Growth

Metric CALX RAMP Software Infrastructure median
Revenue growth (TTM) 27.84% 8.85% 13.41%
EPS growth (last fiscal year) 157.78% 22,500.00% —
Revenue growth, 5-year CAGR 13.06% 12.91% 15.81%
Net income growth, 5-year CAGR (11.79%) 0.00% 0.00%

Health

Metric CALX RAMP Software Infrastructure median
Debt to equity 0.00 0.00 0.06
Current ratio 2.83 2.66 1.55
Net debt to EBITDA (10.03) (4.00) 0.08

Dividend

Metric CALX RAMP Software Infrastructure median
Dividend yield — — 1.53%
Payout ratio 0.00 0.00 0.00

Size

Metric CALX RAMP Software Infrastructure median
Market cap 2.09b 2.28b 835.96m

Compare with another peer

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