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Elastic N.V. (ESTC) vs JFrog Ltd. (FROG)

Elastic N.V. and JFrog Ltd. are both Software Application companies. JFrog Ltd. is the larger, with a market value of $12.0B against $10.0B — 1.2× the size. JFrog Ltd. has negative trailing earnings, so its P/E is not meaningful; Elastic N.V. trades at 27.2×. JFrog Ltd. grew revenue faster over the last twelve months: 26.4% against 16.2%. Elastic N.V. has the higher net margin (20.8% vs −7.35%) and the higher return on invested capital (−7.35% vs −31.7%). Across the 19 metrics below, Elastic N.V. leads on 13 and JFrog Ltd. on 6.

Valuation

Metric ESTC FROG Software Application median
P/E 27.21 n/m 24.69
P/S 5.70 20.76 2.74
P/B 7.93 12.96 2.83
Price to free cash flow 29.45 73.51 17.55
EV/EBITDA 115.17 n/m 14.66
EV/Sales 5.21 19.38 2.65
Earnings yield 3.68% (0.36%) 0.00%
Free cash flow yield 3.40% 1.36% 1.87%

Profitability

Metric ESTC FROG Software Application median
Gross margin 75.50% 77.86% 67.03%
Operating margin (2.64%) (11.52%) 0.00%
Net margin 20.84% (7.35%) 0.00%
Free cash flow margin 19.37% 28.29% 5.01%
Return on equity 33.12% (4.93%) 0.00%
Return on assets 13.60% (3.27%) 0.00%
Return on invested capital (7.35%) (31.70%) 0.00%

Growth

Metric ESTC FROG Software Application median
Revenue growth (TTM) 16.18% 26.37% 12.48%
EPS growth (last fiscal year) 429.81% 1.59% 32.26%
Revenue growth, 5-year CAGR 23.37% 28.66% 14.21%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ESTC FROG Software Application median
Debt to equity 0.44 0.00 0.02
Current ratio 1.81 2.14 1.52
Net debt to EBITDA (9.19) 9.70 0.06

Dividend

Metric ESTC FROG Software Application median
Dividend yield — — 0.86%
Payout ratio — — 0.29

Size

Metric ESTC FROG Software Application median
Market cap 10.00b 11.99b 379.49m

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