Pricing Log in Create free account

Docusign Inc. (DOCU) vs JFrog Ltd. (FROG)

Docusign Inc. and JFrog Ltd. are both Software Application companies. Docusign Inc. is the larger, with a market value of $14.5B against $11.7B — 1.2× the size. JFrog Ltd. has negative trailing earnings, so its P/E is not meaningful; Docusign Inc. trades at 44.7×. JFrog Ltd. grew revenue faster over the last twelve months: 26.4% against 8.59%. Docusign Inc. has the higher net margin (9.82% vs −7.35%) and the higher return on invested capital (26.7% vs −31.7%). Across the 18 metrics below, Docusign Inc. leads on 14 and JFrog Ltd. on 4.

Valuation

Metric DOCU FROG Software Application median
P/E 44.69 n/m 25.41
P/S 4.25 17.12 2.73
P/B 8.31 10.69 2.57
Price to free cash flow 11.91 60.63 17.58
EV/EBITDA 17.76 n/m 15.36
EV/Sales 4.22 15.74 2.59
Earnings yield 2.24% (0.44%) 0.00%
Free cash flow yield 8.40% 1.65% 2.24%

Profitability

Metric DOCU FROG Software Application median
Gross margin 79.49% 77.86% 67.03%
Operating margin 11.96% (11.52%) 0.00%
Net margin 9.82% (7.35%) 0.00%
Free cash flow margin 35.65% 28.29% 5.01%
Return on equity 17.80% (4.93%) 0.00%
Return on assets 8.34% (3.27%) 0.00%
Return on invested capital 26.71% (31.70%) 0.00%

Growth

Metric DOCU FROG Software Application median
Revenue growth (TTM) 8.59% 26.37% 12.48%
EPS growth (last fiscal year) (70.87%) 1.59% 32.26%
Revenue growth, 5-year CAGR 17.25% 28.66% 14.21%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric DOCU FROG Software Application median
Debt to equity 0.00 0.00 0.02
Current ratio 0.64 2.14 1.52
Net debt to EBITDA (1.26) 9.70 0.08

Dividend

Metric DOCU FROG Software Application median
Dividend yield — — 0.95%
Payout ratio — — 0.29

Size

Metric DOCU FROG Software Application median
Market cap 14.49b 11.66b 357.77m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack