F5, Inc. (FFIV) vs GoDaddy Inc. (GDDY)

F5, Inc. and GoDaddy Inc. are both Software Infrastructure companies. F5, Inc. is the larger, with a market value of $19.2B against $14.8B — 1.3× the size. GoDaddy Inc. trades at the lower P/E: 15.4× against 26.2×. F5, Inc. grew revenue faster over the last twelve months: 10.6% against 6.38%. F5, Inc. has the higher net margin (21.1% vs 18.6%) and the lower return on invested capital (15.3% vs 33.1%). Across the 21 metrics below, GoDaddy Inc. leads on 13 and F5, Inc. on 8.

Valuation

Metric FFIV GDDY Software Infrastructure median
P/E 26.15 15.44 26.15
P/S 5.51 2.75 2.87
P/B 4.70 n/m 2.94
Price to free cash flow 22.28 8.16 17.26
EV/EBITDA 20.36 11.97 15.00
EV/Sales 5.42 3.26 2.95
Earnings yield 3.82% 6.48% 0.00%
Free cash flow yield 4.49% 12.26% 0.39%

Profitability

Metric FFIV GDDY Software Infrastructure median
Gross margin 81.88% 63.75% 59.21%
Operating margin 23.95% 25.72% 0.00%
Net margin 21.14% 18.56% 0.00%
Free cash flow margin 25.43% 33.66% 0.00%
Return on equity 19.01% (4,091.97%) 0.00%
Return on assets 10.79% 12.10% 0.00%
Return on invested capital 15.25% 33.14% 0.00%

Growth

Metric FFIV GDDY Software Infrastructure median
Revenue growth (TTM) 10.64% 6.38% 13.57%
EPS growth (last fiscal year) 6.12% (3.57%) 20.22%
Revenue growth, 5-year CAGR 5.59% 8.34% 16.02%
Net income growth, 5-year CAGR 16.87% 0.00% 0.00%

Health

Metric FFIV GDDY Software Infrastructure median
Debt to equity 0.23 (27.17) 0.02
Current ratio 1.73 0.61 1.54
Net debt to EBITDA (0.71) 2.17 0.05

Dividend

Metric FFIV GDDY Software Infrastructure median
Dividend yield — — 1.09%
Payout ratio — — 0.30

Size

Metric FFIV GDDY Software Infrastructure median
Market cap 19.22b 14.77b 655.75m

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