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Dropbox, Inc. (DBX) vs Netskope Inc. (NTSK)

Dropbox, Inc. and Netskope Inc. are both Software Infrastructure companies. Netskope Inc. is the larger, with a market value of $9.1B against $7.3B — 1.3× the size. Netskope Inc. has negative trailing earnings, so its P/E is not meaningful; Dropbox, Inc. trades at 17.8×. Dropbox, Inc. has the higher net margin (17.2% vs −91.8%) and the higher return on invested capital (346.4% vs 0.00%). Across the 15 metrics below, Dropbox, Inc. leads on 12 and Netskope Inc. on 3.

Valuation

Metric DBX NTSK Software Infrastructure median
P/E 17.84 n/m 25.43
P/S 2.89 11.00 2.76
P/B n/m 56.32 2.95
Price to free cash flow 8.03 n/m 18.61
EV/EBITDA 11.13 n/m 14.12
EV/Sales 3.80 10.54 2.90
Earnings yield 5.61% (11.70%) 0.00%
Free cash flow yield 12.45% (0.85%) 0.40%

Profitability

Metric DBX NTSK Software Infrastructure median
Gross margin 79.93% 69.92% 59.23%
Operating margin 26.63% (94.66%) 0.00%
Net margin 17.17% (91.84%) 0.00%
Free cash flow margin 35.98% (9.31%) 0.00%
Return on equity (23.40%) 106.88% 0.00%
Return on assets 15.46% (86.11%) 0.00%
Return on invested capital 346.37% 0.00% 0.00%

Growth

Metric DBX NTSK Software Infrastructure median
Revenue growth (TTM) 0.24% — 14.80%
EPS growth (last fiscal year) 32.86% 12.64% 17.35%
Revenue growth, 5-year CAGR 5.66% — 16.15%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric DBX NTSK Software Infrastructure median
Debt to equity (1.58) 4.45 0.02
Current ratio 1.07 2.01 1.53
Net debt to EBITDA 2.26 0.79 0.05

Dividend

Metric DBX NTSK Software Infrastructure median
Dividend yield — — 1.12%
Payout ratio — — 0.31

Size

Metric DBX NTSK Software Infrastructure median
Market cap 7.27b 9.11b 647.66m

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