Fastly, Inc. (FSLY) vs Intapp, Inc. (INTA)

Fastly, Inc. and Intapp, Inc. are both Software Application companies. Fastly, Inc. and Intapp, Inc. are of similar size ($3.5B and $3.4B). Fastly, Inc. grew revenue faster over the last twelve months: 21.5% against 14.4%. Intapp, Inc. has the higher net margin (−4.71% vs −8.74%) and the lower return on invested capital (−10.4% vs −4.20%). Across the 19 metrics below, Intapp, Inc. leads on 10 and Fastly, Inc. on 9.

Valuation

Metric FSLY INTA Software Application median
P/E n/m n/m 25.90
P/S 3.43 5.59 3.04
P/B 2.46 10.88 2.60
Price to free cash flow 56.75 22.12 17.17
EV/EBITDA 3,264.54 n/m 15.48
EV/Sales 3.42 5.80 2.89
Earnings yield (2.60%) (0.82%) 0.00%
Free cash flow yield 1.76% 4.52% 1.98%

Profitability

Metric FSLY INTA Software Application median
Gross margin 62.64% 76.60% 66.89%
Operating margin (9.00%) (4.45%) 0.00%
Net margin (8.74%) (4.71%) 0.00%
Free cash flow margin 18.16% 25.25% 5.77%
Return on equity (6.48%) (7.11%) 0.00%
Return on assets (4.17%) (3.74%) 0.00%
Return on invested capital (4.20%) (10.41%) 0.00%

Growth

Metric FSLY INTA Software Application median
Revenue growth (TTM) 21.48% 14.44% 12.27%
EPS growth (last fiscal year) 27.19% (126.09%) 32.11%
Revenue growth, 5-year CAGR 16.49% 21.90% 14.34%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric FSLY INTA Software Application median
Debt to equity 0.32 0.00 0.02
Current ratio 3.07 0.72 1.53
Net debt to EBITDA 0.00 10.09 0.09

Dividend

Metric FSLY INTA Software Application median
Dividend yield — — 1.10%
Payout ratio — — 0.28

Size

Metric FSLY INTA Software Application median
Market cap 3.35b 3.45b 487.58m

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