CCC Intelligent Solutions Holdings Inc. (CCC) vs Fastly, Inc. (FSLY)

CCC Intelligent Solutions Holdings Inc. and Fastly, Inc. are both Software Application companies. CCC Intelligent Solutions Holdings Inc. and Fastly, Inc. are of similar size ($4.4B and $4.1B). Fastly, Inc. has negative trailing earnings, so its P/E is not meaningful; CCC Intelligent Solutions Holdings Inc. trades at 89.7×. Fastly, Inc. grew revenue faster over the last twelve months: 20.4% against 11.6%. CCC Intelligent Solutions Holdings Inc. has the higher net margin (3.81% vs −11.8%) and the higher return on invested capital (3.77% vs −5.26%). Across the 20 metrics below, CCC Intelligent Solutions Holdings Inc. leads on 14 and Fastly, Inc. on 6.

Valuation

Metric CCC FSLY Software Application median
P/E 89.73 n/m 24.79
P/S 3.56 5.72 2.67
P/B 2.23 3.97 3.01
Price to free cash flow 12.87 121.56 16.59
EV/EBITDA 15.55 5,250.15 14.40
EV/Sales 4.60 5.76 2.62
Earnings yield 1.11% (2.12%) 0.00%
Free cash flow yield 7.77% 0.82% 1.91%

Profitability

Metric CCC FSLY Software Application median
Gross margin 73.49% 61.47% 67.03%
Operating margin 15.87% (11.96%) 0.00%
Net margin 3.81% (11.80%) 0.00%
Free cash flow margin 27.65% 5.01% 4.32%
Return on equity 2.17% (8.39%) 0.00%
Return on assets 1.19% (5.47%) 0.00%
Return on invested capital 3.77% (5.26%) 0.00%

Growth

Metric CCC FSLY Software Application median
Revenue growth (TTM) 11.56% 20.35% 12.40%
EPS growth (last fiscal year) (100.00%) 27.19% —
Revenue growth, 5-year CAGR 10.80% 16.49% 13.72%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CCC FSLY Software Application median
Debt to equity 0.72 0.33 0.02
Current ratio 1.56 3.36 1.55
Net debt to EBITDA 4.74 0.00 0.06

Dividend

Metric CCC FSLY Software Application median
Dividend yield — — 1.25%
Payout ratio 0.00 0.00 0.00

Size

Metric CCC FSLY Software Application median
Market cap 4.08b 4.40b 396.11m

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