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

F5, Inc. and Nutanix are both Software Infrastructure companies. F5, Inc. is the larger, with a market value of $26.0B against $19.9B — 1.3× the size. Nutanix trades at the lower P/E: 13.2× against 37.0×. 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 16 and F5, Inc. on 6.

Valuation

Metric FFIV NTNX Software Infrastructure median
P/E 36.99 13.18 28.52
P/S 8.05 6.91 3.13
P/B 6.91 28.08 3.18
Price to free cash flow 28.19 23.46 17.17
EV/EBITDA 28.78 53.45 15.10
EV/Sales 7.91 6.56 3.19
Earnings yield 2.70% 7.59% 0.10%
Free cash flow yield 3.55% 4.26% 1.10%

Profitability

Metric FFIV NTNX Software Infrastructure median
Gross margin 81.87% 86.80% 61.00%
Operating margin 24.54% 9.60% 0.00%
Net margin 21.95% 52.81% 0.00%
Free cash flow margin 29.30% 29.46% 1.67%
Return on equity 19.83% 37,461.61% 0.60%
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% 13.41%
EPS growth (last fiscal year) 23.56% 695.38% 27.10%
Revenue growth, 5-year CAGR 5.61% 15.40% 15.57%
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 0.05
Current ratio 1.66 1.80 1.55
Net debt to EBITDA (0.65) (2.89) 0.08

Dividend

Metric FFIV NTNX Software Infrastructure median
Dividend yield — — 1.22%
Payout ratio — — 0.29

Size

Metric FFIV NTNX Software Infrastructure median
Market cap 25.97b 19.86b 845.81m

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