F5, Inc. (FFIV) vs Nutanix (NTNX)

F5, Inc. and Nutanix are both Software Infrastructure companies. F5, Inc. and Nutanix are of similar size ($20.6B and $19.3B). Nutanix trades at the lower P/E: 12.1× against 26.6×. Nutanix grew revenue faster over the last twelve months: 12.4% against 9.41%. Nutanix has the higher net margin (52.8% vs 22.0%) and the lower return on invested capital (0.00% vs 22.6%). Across the 22 metrics below, Nutanix leads on 12 and F5, Inc. on 10.

Valuation

Metric FFIV NTNX Software Infrastructure median
P/E 26.64 12.07 26.96
P/S 5.80 6.33 2.98
P/B 4.98 25.71 2.95
Price to free cash flow 20.30 21.48 18.12
EV/EBITDA 20.58 48.70 16.85
EV/Sales 5.66 5.97 2.99
Earnings yield 3.75% 8.29% 0.00%
Free cash flow yield 4.93% 4.65% 0.36%

Profitability

Metric FFIV NTNX Software Infrastructure median
Gross margin 81.87% 86.80% 59.48%
Operating margin 24.54% 9.60% 0.00%
Net margin 21.95% 52.81% 0.00%
Free cash flow margin 29.30% 29.46% 0.79%
Return on equity 19.83% 37,461.61% 0.29%
Return on assets 11.23% 36.06% 0.00%
Return on invested capital 22.56% 0.00% 0.00%

Growth

Metric FFIV NTNX Software Infrastructure median
Revenue growth (TTM) 9.41% 12.44% 12.70%
EPS growth (last fiscal year) 23.56% 695.38% 20.51%
Revenue growth, 5-year CAGR 5.61% 15.40% 15.81%
Net income growth, 5-year CAGR 17.63% 0.00% 0.00%

Health

Metric FFIV NTNX Software Infrastructure median
Debt to equity 0.00 1.92 0.02
Current ratio 1.66 1.80 1.52
Net debt to EBITDA (0.65) (2.89) 0.05

Dividend

Metric FFIV NTNX Software Infrastructure median
Dividend yield — — 1.04%
Payout ratio — — 0.29

Size

Metric FFIV NTNX Software Infrastructure median
Market cap 20.58b 19.28b 691.78m

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