Intellicheck Mobilisa, Inc. (IDN) vs Rekor Systems, Inc. (REKR)

Intellicheck Mobilisa, Inc. and Rekor Systems, Inc. are both Software Application companies. Intellicheck Mobilisa, Inc. and Rekor Systems, Inc. are of similar size ($44.3M and $40.7M). Rekor Systems, Inc. has negative trailing earnings, so its P/E is not meaningful; Intellicheck Mobilisa, Inc. trades at 13.1×. Intellicheck Mobilisa, Inc. grew revenue faster over the last twelve months: 16.7% against 9.78%. Intellicheck Mobilisa, Inc. has the higher net margin (13.0% vs −43.8%) and the higher return on invested capital (16.7% vs −31.3%). Across the 18 metrics below, Intellicheck Mobilisa, Inc. leads on 14 and Rekor Systems, Inc. on 4.

Valuation

Metric IDN REKR Software Application median
P/E 13.15 n/m 26.44
P/S 1.70 0.94 2.90
P/B 1.83 1.37 2.60
Price to free cash flow 17.07 n/m 17.04
EV/EBITDA 8.33 n/m 15.48
EV/Sales 1.25 1.04 3.00
Earnings yield 7.61% (48.24%) 0.20%
Free cash flow yield 5.86% (27.76%) 1.96%

Profitability

Metric IDN REKR Software Application median
Gross margin 91.05% 58.24% 67.34%
Operating margin 11.81% (39.36%) 0.00%
Net margin 13.03% (43.84%) 0.00%
Free cash flow margin 11.64% (26.07%) 5.77%
Return on equity 15.51% (62.82%) 0.00%
Return on assets 12.92% (28.29%) 0.00%
Return on invested capital 16.70% (31.31%) 0.00%

Growth

Metric IDN REKR Software Application median
Revenue growth (TTM) 16.71% 9.78% 12.12%
EPS growth (last fiscal year) 220.00% 63.38% 32.44%
Revenue growth, 5-year CAGR 16.12% 39.31% 14.34%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric IDN REKR Software Application median
Debt to equity 0.00 0.44 0.04
Current ratio 4.98 0.78 1.53
Net debt to EBITDA (5.39) 0.08 0.09

Dividend

Metric IDN REKR Software Application median
Dividend yield — — 1.07%
Payout ratio — — 0.28

Size

Metric IDN REKR Software Application median
Market cap 40.74m 44.32m 383.88m

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