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 ($3.0B and $2.9B). Cellebrite DI Ltd. trades at the lower P/E: 45.0× against 61.0×. 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
Profitability
| Metric | CLBT | FOUR | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 82.96% | 35.91% | 61.23% |
| 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% | 0.59% |
| Return on assets | 6.60% | 0.56% | 0.00% |
| Return on invested capital | 36.53% | 4.12% | 0.00% |
Growth
Health
Dividend
Size
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