CommVault Systems, Inc. (CVLT) vs Full Truck Alliance Co. Ltd. Sponsored ADR (YMM)

CommVault Systems, Inc. and Full Truck Alliance Co. Ltd. Sponsored ADR are both Software Application companies. Full Truck Alliance Co. Ltd. Sponsored ADR is the larger, with a market value of $7.6B against $6.2B — 1.2× the size. Full Truck Alliance Co. Ltd. Sponsored ADR trades at the lower P/E: 13.8× against 92.1×. CommVault Systems, Inc. grew revenue faster over the last twelve months: 15.5% against 12.2%. Full Truck Alliance Co. Ltd. Sponsored ADR has the higher net margin (33.2% vs 5.62%) and the lower return on invested capital (15.6% vs 1,126.5%). Across the 21 metrics below, Full Truck Alliance Co. Ltd. Sponsored ADR leads on 16 and CommVault Systems, Inc. on 5.

Valuation

Metric CVLT YMM Software Application median
P/E 92.11 13.78 24.79
P/S 4.95 4.50 2.67
P/B 115.61 1.40 3.01
Price to free cash flow 23.28 5.41 16.59
EV/EBITDA 42.67 7.94 14.40
EV/Sales 4.91 2.68 2.62
Earnings yield 1.09% 7.26% 0.00%
Free cash flow yield 4.30% 18.49% 1.91%

Profitability

Metric CVLT YMM Software Application median
Gross margin 81.09% 65.80% 67.03%
Operating margin 6.14% 33.79% 0.00%
Net margin 5.62% 33.18% 0.00%
Free cash flow margin 21.26% 0.00% 4.32%
Return on equity 32.77% 10.81% 0.00%
Return on assets 4.45% 9.81% 0.00%
Return on invested capital 1,126.48% 15.59% 0.00%

Growth

Metric CVLT YMM Software Application median
Revenue growth (TTM) 15.47% 12.21% 12.40%
EPS growth (last fiscal year) (5.95%) 50.00% —
Revenue growth, 5-year CAGR 10.35% 35.19% 13.72%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CVLT YMM Software Application median
Debt to equity 16.94 0.00 0.02
Current ratio 2.04 7.96 1.55
Net debt to EBITDA (0.14) (4.05) 0.06

Dividend

Metric CVLT YMM Software Application median
Dividend yield — — 1.25%
Payout ratio 0.00 0.00 0.00

Size

Metric CVLT YMM Software Application median
Market cap 6.22b 7.61b 396.11m

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