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Cellebrite DI Ltd. (CLBT) vs Shift4 Payments, Inc. (FOUR)

Cellebrite DI Ltd. and Shift4 Payments, Inc. are both Software Infrastructure companies. Cellebrite DI Ltd. and Shift4 Payments, Inc. are of similar size ($3.1B and $2.9B). Cellebrite DI Ltd. trades at the lower P/E: 46.0× against 62.6×. Shift4 Payments, Inc. grew revenue faster over the last twelve months: 32.4% against 17.8%. Cellebrite DI Ltd. has the higher net margin (11.4% vs 0.92%) and the higher return on invested capital (36.5% vs 4.12%). Across the 20 metrics below, Cellebrite DI Ltd. leads on 12 and Shift4 Payments, Inc. on 8.

Valuation

Metric CLBT FOUR Software Infrastructure median
P/E 45.96 62.59 28.38
P/S 5.31 1.31 2.98
P/B 5.08 3.60 2.93
Price to free cash flow n/m 20.10 16.28
EV/EBITDA 29.96 11.06 13.92
EV/Sales 4.45 2.18 2.90
Earnings yield 2.18% 1.60% 0.14%
Free cash flow yield (0.73%) 4.97% 1.24%

Profitability

Metric CLBT FOUR Software Infrastructure median
Gross margin 82.96% 35.91% 61.00%
Operating margin 10.86% 8.11% 0.00%
Net margin 11.43% 0.92% 0.00%
Free cash flow margin (3.90%) 6.50% 1.67%
Return on equity 12.42% 3.20% 0.60%
Return on assets 6.60% 0.56% 0.00%
Return on invested capital 36.53% 4.12% 0.00%

Growth

Metric CLBT FOUR Software Infrastructure median
Revenue growth (TTM) 17.76% 32.44% 13.41%
EPS growth (last fiscal year) 122.96% (64.36%) 27.10%
Revenue growth, 5-year CAGR 19.53% 40.37% 15.57%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CLBT FOUR Software Infrastructure median
Debt to equity 0.00 2.60 0.05
Current ratio 1.62 1.21 1.55
Net debt to EBITDA (5.75) 4.44 0.08

Dividend

Metric CLBT FOUR Software Infrastructure median
Dividend yield — — 1.20%
Payout ratio — — 0.29

Size

Metric CLBT FOUR Software Infrastructure median
Market cap 2.86b 3.11b 752.37m

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