Kodiak AI, Inc. (KDK) vs Corvex, Inc. (MOVE)

Kodiak AI, Inc. and Corvex, Inc. are both Software Infrastructure companies. Kodiak AI, Inc. is the larger, with a market value of $319.0M against $265.4M — 1.2× the size. Corvex, Inc. grew revenue faster over the last twelve months: 843.6% against −57.7%. Corvex, Inc. has the higher net margin (−627.8% vs −4,960.8%) and the lower return on invested capital (−3.04% vs 0.00%). Across the 16 metrics below, Corvex, Inc. leads on 12 and Kodiak AI, Inc. on 4.

Valuation

Metric KDK MOVE Software Infrastructure median
P/E n/m n/m 28.38
P/S 35.34 4.53 2.98
P/B n/m n/m 2.93
Price to free cash flow n/m n/m 16.28
EV/EBITDA n/m n/m 13.92
EV/Sales 20.11 1.90 2.90
Earnings yield (325.19%) (235.46%) 0.14%
Free cash flow yield (58.06%) (101.25%) 1.24%

Profitability

Metric KDK MOVE Software Infrastructure median
Gross margin 100.00% 12.09% 61.00%
Operating margin (2,100.21%) (610.33%) 0.00%
Net margin (4,960.84%) (627.82%) 0.00%
Free cash flow margin (2,052.14%) (458.24%) 1.67%
Return on equity 333.16% 2,480.53% 0.60%
Return on assets (93.94%) (9.20%) 0.00%
Return on invested capital 0.00% (3.04%) 0.00%

Growth

Metric KDK MOVE Software Infrastructure median
Revenue growth (TTM) (57.70%) 843.62% 13.41%
EPS growth (last fiscal year) (439.86%) 44.70% 27.10%
Revenue growth, 5-year CAGR — — 15.57%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric KDK MOVE Software Infrastructure median
Debt to equity 1.23 0.01 0.05
Current ratio 5.54 1.80 1.55
Net debt to EBITDA 0.72 (0.12) 0.08

Dividend

Metric KDK MOVE Software Infrastructure median
Dividend yield — — 1.20%
Payout ratio — — 0.29

Size

Metric KDK MOVE Software Infrastructure median
Market cap 318.98m 265.35m 752.37m

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