Dropbox, Inc. (DBX) vs GitLab Inc. (GTLB)
Dropbox, Inc. and GitLab Inc. are both Software Infrastructure companies. GitLab Inc. is the larger, with a market value of $8.1B against $7.1B — 1.1× the size. GitLab Inc. has negative trailing earnings, so its P/E is not meaningful; Dropbox, Inc. trades at 17.7×. GitLab Inc. grew revenue faster over the last twelve months: 23.0% against −0.05%. Dropbox, Inc. has the higher net margin (17.5% vs −4.99%) and the higher return on invested capital (271.8% vs 0.00%). Across the 18 metrics below, Dropbox, Inc. leads on 13 and GitLab Inc. on 5.
Valuation
Profitability
| Metric | DBX | GTLB | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 79.72% | 85.75% | 61.23% |
| Operating margin | 26.64% | (8.55%) | 0.00% |
| Net margin | 17.49% | (4.99%) | 0.00% |
| Free cash flow margin | 37.68% | 20.25% | 1.67% |
| Return on equity | (25.35%) | (5.60%) | 0.59% |
| Return on assets | 15.80% | (3.33%) | 0.00% |
| Return on invested capital | 271.80% | 0.00% | 0.00% |
Growth
Health
Dividend
Size
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