F5, Inc. (FFIV) vs MongoDB, Inc. (MDB)

F5, Inc. and MongoDB, Inc. are both Software Infrastructure companies. MongoDB, Inc. is the larger, with a market value of $34.0B against $25.3B — 1.3× the size. F5, Inc. trades at the lower P/E: 34.9× against 555×. MongoDB, Inc. grew revenue faster over the last twelve months: 25.5% against 9.41%. F5, Inc. has the higher net margin (22.0% vs 2.12%) and the higher return on invested capital (22.6% vs −1.60%). Across the 21 metrics below, F5, Inc. leads on 17 and MongoDB, Inc. on 4.

Valuation

Metric FFIV MDB Software Infrastructure median
P/E 34.89 554.65 28.02
P/S 7.59 11.87 3.07
P/B 6.52 11.09 3.36
Price to free cash flow 26.58 50.13 17.12
EV/EBITDA 26.78 1,431.78 14.91
EV/Sales 7.36 11.82 3.03
Earnings yield 2.87% 0.18% 0.13%
Free cash flow yield 3.76% 1.99% 1.15%

Profitability

Metric FFIV MDB Software Infrastructure median
Gross margin 81.87% 72.69% 61.23%
Operating margin 24.54% (0.52%) 0.00%
Net margin 21.95% 2.12% 0.00%
Free cash flow margin 29.30% 23.68% 1.67%
Return on equity 19.83% 1.99% 0.59%
Return on assets 11.23% 1.61% 0.00%
Return on invested capital 22.56% (1.60%) 0.00%

Growth

Metric FFIV MDB Software Infrastructure median
Revenue growth (TTM) 9.41% 25.45% 13.41%
EPS growth (last fiscal year) 23.56% 49.13% —
Revenue growth, 5-year CAGR 5.61% 33.07% 15.81%
Net income growth, 5-year CAGR 17.63% 0.00% 0.00%

Health

Metric FFIV MDB Software Infrastructure median
Debt to equity 0.00 0.00 0.06
Current ratio 1.66 4.87 1.55
Net debt to EBITDA (0.65) 23.98 0.08

Dividend

Metric FFIV MDB Software Infrastructure median
Dividend yield — — 1.53%
Payout ratio 0.00 0.00 0.00

Size

Metric FFIV MDB Software Infrastructure median
Market cap 25.29b 34.04b 835.96m

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