i3 Verticals, Inc. (IIIV) vs Lesaka Technologies, Inc. (LSAK)

i3 Verticals, Inc. and Lesaka Technologies, Inc. are both Software Infrastructure companies. i3 Verticals, Inc. is the larger, with a market value of $398.3M against $356.2M — 1.1× the size. i3 Verticals, Inc. trades at the lower P/E: 37.2× against 118×. i3 Verticals, Inc. grew revenue faster over the last twelve months: 14.7% against 9.38%. i3 Verticals, Inc. has the higher net margin (3.90% vs 0.38%) and the lower return on invested capital (0.72% vs 2.23%). Across the 21 metrics below, i3 Verticals, Inc. leads on 14 and Lesaka Technologies, Inc. on 7.

Valuation

Metric IIIV LSAK Software Infrastructure median
P/E 37.20 117.75 28.02
P/S 1.32 0.46 3.07
P/B 0.72 1.62 3.36
Price to free cash flow 6.89 11.37 17.12
EV/EBITDA 11.93 7.98 14.91
EV/Sales 1.96 0.67 3.03
Earnings yield 2.69% 0.85% 0.13%
Free cash flow yield 14.51% 8.80% 1.15%

Profitability

Metric IIIV LSAK Software Infrastructure median
Gross margin 100.00% 31.98% 61.23%
Operating margin 2.72% 1.76% 0.00%
Net margin 3.90% 0.38% 0.00%
Free cash flow margin 19.22% 4.05% 1.67%
Return on equity 1.87% 1.48% 0.59%
Return on assets 1.36% 0.41% 0.00%
Return on invested capital 0.72% 2.23% 0.00%

Growth

Metric IIIV LSAK Software Infrastructure median
Revenue growth (TTM) 14.65% 9.38% 13.41%
EPS growth (last fiscal year) (84.91%) 102.63% —
Revenue growth, 5-year CAGR 7.26% 40.72% 15.81%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric IIIV LSAK Software Infrastructure median
Debt to equity 0.29 1.13 0.06
Current ratio 1.21 1.59 1.55
Net debt to EBITDA (1.93) 2.48 0.08

Dividend

Metric IIIV LSAK Software Infrastructure median
Dividend yield — — 1.53%
Payout ratio 0.00 0.00 0.00

Size

Metric IIIV LSAK Software Infrastructure median
Market cap 398.25m 356.17m 835.96m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack