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Cellebrite DI Ltd. (CLBT) vs StoneCo Ltd. (STNE)

Cellebrite DI Ltd. and StoneCo Ltd. are both Software Infrastructure companies. Cellebrite DI Ltd. and StoneCo Ltd. are of similar size ($2.9B and $2.8B). StoneCo Ltd. trades at the lower P/E: 4.5× against 46.0×. Cellebrite DI Ltd. grew revenue faster over the last twelve months: 17.8% against 8.71%. StoneCo Ltd. has the higher net margin (24.1% vs 11.4%) and the lower return on invested capital (27.2% vs 36.5%). Across the 21 metrics below, StoneCo Ltd. leads on 14 and Cellebrite DI Ltd. on 7.

Valuation

Metric CLBT STNE Software Infrastructure median
P/E 45.96 4.46 28.38
P/S 5.31 1.01 2.98
P/B 5.08 1.51 2.93
Price to free cash flow n/m 3.71 16.28
EV/EBITDA 29.96 2.63 13.92
EV/Sales 4.45 1.48 2.90
Earnings yield 2.18% 22.43% 0.14%
Free cash flow yield (0.73%) 26.98% 1.24%

Profitability

Metric CLBT STNE Software Infrastructure median
Gross margin 82.96% 73.59% 61.00%
Operating margin 10.86% 49.68% 0.00%
Net margin 11.43% 24.12% 0.00%
Free cash flow margin (3.90%) 27.20% 1.67%
Return on equity 12.42% 33.67% 0.60%
Return on assets 6.60% 6.10% 0.00%
Return on invested capital 36.53% 27.16% 0.00%

Growth

Metric CLBT STNE Software Infrastructure median
Revenue growth (TTM) 17.76% 8.71% 13.41%
EPS growth (last fiscal year) 122.96% 265.22% 27.10%
Revenue growth, 5-year CAGR 19.53% 31.53% 15.57%
Net income growth, 5-year CAGR 0.00% 20.77% 0.00%

Health

Metric CLBT STNE Software Infrastructure median
Debt to equity 0.00 1.80 0.05
Current ratio 1.62 1.26 1.55
Net debt to EBITDA (5.75) 1.18 0.08

Dividend

Metric CLBT STNE Software Infrastructure median
Dividend yield — 0.00% 1.20%
Payout ratio — 0.00 0.29

Size

Metric CLBT STNE Software Infrastructure median
Market cap 2.86b 2.77b 752.37m

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