Dropbox, Inc. (DBX) vs Netskope Inc. (NTSK)
Dropbox, Inc. and Netskope Inc. are both Software Infrastructure companies. Dropbox, Inc. and Netskope Inc. are of similar size ($7.6B and $7.1B). Netskope Inc. has negative trailing earnings, so its P/E is not meaningful; Dropbox, Inc. trades at 17.7×. Dropbox, Inc. has the higher net margin (17.5% vs −91.8%) and the higher return on invested capital (271.8% vs 0.00%). Across the 15 metrics below, Dropbox, Inc. leads on 12 and Netskope Inc. on 3.
Valuation
Profitability
| Metric | DBX | NTSK | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 79.72% | 69.92% | 61.23% |
| Operating margin | 26.64% | (94.66%) | 0.00% |
| Net margin | 17.49% | (91.84%) | 0.00% |
| Free cash flow margin | 37.68% | (9.31%) | 1.67% |
| Return on equity | (25.35%) | 106.88% | 0.59% |
| Return on assets | 15.80% | (86.11%) | 0.00% |
| Return on invested capital | 271.80% | 0.00% | 0.00% |
Growth
Health
Dividend
Size
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