GigaCloud Technology Inc. (GCT) vs LiveRamp Holdings, Inc. (RAMP)

GigaCloud Technology Inc. and LiveRamp Holdings, Inc. are both Software Infrastructure companies. GigaCloud Technology Inc. and LiveRamp Holdings, Inc. are of similar size ($2.3B and $2.1B). GigaCloud Technology Inc. trades at the lower P/E: 13.6× against 15.1×. GigaCloud Technology Inc. grew revenue faster over the last twelve months: 22.9% against 8.85%. LiveRamp Holdings, Inc. has the higher net margin (18.7% vs 10.7%) and the lower return on invested capital (9.94% vs 68.3%). Across the 22 metrics below, GigaCloud Technology Inc. leads on 12 and LiveRamp Holdings, Inc. on 10.

Valuation

Metric GCT RAMP Software Infrastructure median
P/E 13.56 15.10 28.38
P/S 1.43 2.72 2.98
P/B 3.92 2.32 2.93
Price to free cash flow 13.27 11.40 16.28
EV/EBITDA 9.57 19.35 13.92
EV/Sales 1.17 2.55 2.90
Earnings yield 7.38% 6.62% 0.14%
Free cash flow yield 7.53% 8.77% 1.24%

Profitability

Metric GCT RAMP Software Infrastructure median
Gross margin 23.96% 70.82% 61.00%
Operating margin 11.65% 11.59% 0.00%
Net margin 10.65% 18.71% 0.00%
Free cash flow margin 10.76% 23.90% 1.67%
Return on equity 32.34% 16.18% 0.60%
Return on assets 13.25% 12.40% 0.00%
Return on invested capital 68.33% 9.94% 0.00%

Growth

Metric GCT RAMP Software Infrastructure median
Revenue growth (TTM) 22.86% 8.85% 13.41%
EPS growth (last fiscal year) 17.70% 22,500.00% 27.10%
Revenue growth, 5-year CAGR 36.17% 12.91% 15.57%
Net income growth, 5-year CAGR 60.35% 0.00% 0.00%

Health

Metric GCT RAMP Software Infrastructure median
Debt to equity 0.00 0.00 0.05
Current ratio 2.09 2.66 1.55
Net debt to EBITDA (2.71) (4.00) 0.08

Dividend

Metric GCT RAMP Software Infrastructure median
Dividend yield — — 1.20%
Payout ratio — — 0.29

Size

Metric GCT RAMP Software Infrastructure median
Market cap 2.12b 2.28b 752.37m

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