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Ibotta, Inc. (IBTA) vs Lightspeed Commerce Inc. (LSPD)

Ibotta, Inc. and Lightspeed Commerce Inc. are both Software Application companies. Ibotta, Inc. and Lightspeed Commerce Inc. are of similar size ($1.4B and $1.4B). Lightspeed Commerce Inc. grew revenue faster over the last twelve months: 11.6% against 1.56%. Ibotta, Inc. has the higher net margin (−4.49% vs −7.81%) and the higher return on invested capital (−6.81% vs −7.01%). Across the 18 metrics below, Ibotta, Inc. leads on 11 and Lightspeed Commerce Inc. on 7.

Valuation

Metric IBTA LSPD Software Application median
P/E n/m n/m 25.90
P/S 3.79 1.15 3.04
P/B 5.70 1.03 2.60
Price to free cash flow 20.95 n/m 17.17
EV/EBITDA 439.55 188.08 15.48
EV/Sales 3.63 0.89 2.89
Earnings yield (1.15%) (6.74%) 0.00%
Free cash flow yield 4.77% (1.52%) 1.98%

Profitability

Metric IBTA LSPD Software Application median
Gross margin 78.41% 43.09% 66.89%
Operating margin (2.69%) (9.30%) 0.00%
Net margin (4.49%) (7.81%) 0.00%
Free cash flow margin 18.11% (1.75%) 5.77%
Return on equity (5.65%) (6.65%) 0.00%
Return on assets (3.02%) (5.92%) 0.00%
Return on invested capital (6.81%) (7.01%) 0.00%

Growth

Metric IBTA LSPD Software Application median
Revenue growth (TTM) 1.56% 11.57% 12.27%
EPS growth (last fiscal year) (95.31%) 76.04% 32.11%
Revenue growth, 5-year CAGR — 40.80% 14.34%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric IBTA LSPD Software Application median
Debt to equity 0.00 0.01 0.02
Current ratio 1.67 3.55 1.53
Net debt to EBITDA (24.45) 285.60 0.09

Dividend

Metric IBTA LSPD Software Application median
Dividend yield — — 1.10%
Payout ratio — — 0.28

Size

Metric IBTA LSPD Software Application median
Market cap 1.36b 1.39b 487.58m

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