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Elastic N.V. (ESTC) vs Full Truck Alliance Co. Ltd. Sponsored ADR (YMM)

Elastic N.V. and Full Truck Alliance Co. Ltd. Sponsored ADR are both Software Application companies. Elastic N.V. and Full Truck Alliance Co. Ltd. Sponsored ADR are of similar size ($8.9B and $8.3B). Full Truck Alliance Co. Ltd. Sponsored ADR trades at the lower P/E: 15.2× against 23.4×. Elastic N.V. grew revenue faster over the last twelve months: 16.2% against 12.2%. Full Truck Alliance Co. Ltd. Sponsored ADR has the higher net margin (33.2% vs 20.8%) and the higher return on invested capital (15.6% vs −7.35%). Across the 21 metrics below, Full Truck Alliance Co. Ltd. Sponsored ADR leads on 13 and Elastic N.V. on 8.

Valuation

Metric ESTC YMM Software Application median
P/E 23.42 15.22 25.90
P/S 4.91 4.97 3.04
P/B 6.82 1.55 2.60
Price to free cash flow 25.34 5.97 17.17
EV/EBITDA 97.59 9.33 15.48
EV/Sales 4.41 3.15 2.89
Earnings yield 4.27% 6.57% 0.00%
Free cash flow yield 3.95% 16.74% 1.98%

Profitability

Metric ESTC YMM Software Application median
Gross margin 75.50% 65.80% 66.89%
Operating margin (2.64%) 33.79% 0.00%
Net margin 20.84% 33.18% 0.00%
Free cash flow margin 19.37% 0.00% 5.77%
Return on equity 33.12% 10.81% 0.00%
Return on assets 13.60% 9.81% 0.00%
Return on invested capital (7.35%) 15.59% 0.00%

Growth

Metric ESTC YMM Software Application median
Revenue growth (TTM) 16.18% 12.21% 12.27%
EPS growth (last fiscal year) 429.81% 50.00% 32.11%
Revenue growth, 5-year CAGR 23.37% 35.19% 14.34%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ESTC YMM Software Application median
Debt to equity 0.44 0.00 0.02
Current ratio 1.81 7.96 1.53
Net debt to EBITDA (9.19) (4.05) 0.09

Dividend

Metric ESTC YMM Software Application median
Dividend yield — 2.81% 1.10%
Payout ratio — 0.43 0.28

Size

Metric ESTC YMM Software Application median
Market cap 8.92b 8.33b 487.58m

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