Amdocs Limited (DOX) vs Remitly Global, Inc. (RELY)

Amdocs Limited and Remitly Global, Inc. are both Software Infrastructure companies. Amdocs Limited and Remitly Global, Inc. are of similar size ($4.7B and $4.6B). Amdocs Limited trades at the lower P/E: 10.4× against 12.5×. Remitly Global, Inc. grew revenue faster over the last twelve months: 23.0% against 0.14%. Remitly Global, Inc. has the higher net margin (19.1% vs 9.56%) and the higher return on invested capital (25.5% vs 9.39%). Across the 22 metrics below, Amdocs Limited leads on 12 and Remitly Global, Inc. on 10.

Valuation

Metric DOX RELY Software Infrastructure median
P/E 10.41 12.46 24.43
P/S 0.98 2.41 2.81
P/B 1.37 3.74 2.88
Price to free cash flow 7.12 12.23 17.94
EV/EBITDA 6.46 18.86 14.51
EV/Sales 1.16 2.15 2.91
Earnings yield 9.61% 8.02% 0.00%
Free cash flow yield 14.05% 8.18% 0.49%

Profitability

Metric DOX RELY Software Infrastructure median
Gross margin 38.28% 0.00% 57.45%
Operating margin 13.47% 12.03% 0.00%
Net margin 9.56% 19.14% 0.00%
Free cash flow margin 13.73% 0.00% 0.00%
Return on equity 12.95% 35.95% 0.00%
Return on assets 6.98% 25.37% 0.00%
Return on invested capital 9.39% 25.51% 0.00%

Growth

Metric DOX RELY Software Infrastructure median
Revenue growth (TTM) 0.14% 22.99% 14.28%
EPS growth (last fiscal year) 18.82% 263.16% 18.26%
Revenue growth, 5-year CAGR 1.69% 44.79% 16.15%
Net income growth, 5-year CAGR 2.32% 0.00% 0.00%

Health

Metric DOX RELY Software Infrastructure median
Debt to equity 0.32 0.00 0.02
Current ratio 0.94 3.50 1.53
Net debt to EBITDA 0.50 (3.10) 0.05

Dividend

Metric DOX RELY Software Infrastructure median
Dividend yield 5.09% — 1.06%
Payout ratio 0.53 — 0.29

Size

Metric DOX RELY Software Infrastructure median
Market cap 4.71b 4.56b 661.51m

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