Kaltura, Inc. (KLTR) vs SmartRent, Inc. (SMRT)

Kaltura, Inc. and SmartRent, Inc. are both Software Application companies. SmartRent, Inc. is the larger, with a market value of $224.5M against $202.9M — 1.1× the size. Kaltura, Inc. grew revenue faster over the last twelve months: −0.23% against −2.78%. Kaltura, Inc. has the higher net margin (−6.92% vs −13.0%) and the higher return on invested capital (0.00% vs −10.6%). Across the 18 metrics below, Kaltura, Inc. leads on 11 and SmartRent, Inc. on 7.

Valuation

Metric KLTR SMRT Software Application median
P/E n/m n/m 24.79
P/S 1.08 1.51 2.67
P/B 115.14 1.02 3.01
Price to free cash flow 19.13 n/m 16.59
EV/EBITDA 16.98 n/m 14.40
EV/Sales 1.19 0.93 2.62
Earnings yield (7.14%) (8.40%) 0.00%
Free cash flow yield 5.23% (2.81%) 1.91%

Profitability

Metric KLTR SMRT Software Application median
Gross margin 72.05% 36.36% 67.03%
Operating margin (1.45%) (14.92%) 0.00%
Net margin (6.92%) (12.96%) 0.00%
Free cash flow margin 5.71% (4.25%) 4.32%
Return on equity (134.25%) (8.45%) 0.00%
Return on assets (7.40%) (6.05%) 0.00%
Return on invested capital 0.00% (10.64%) 0.00%

Growth

Metric KLTR SMRT Software Application median
Revenue growth (TTM) (0.23%) (2.78%) 12.40%
EPS growth (last fiscal year) 61.90% (88.24%) —
Revenue growth, 5-year CAGR 8.47% 23.73% 13.72%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric KLTR SMRT Software Application median
Debt to equity 15.70 0.00 0.02
Current ratio 0.56 3.80 1.55
Net debt to EBITDA (2.13) 3.41 0.06

Dividend

Metric KLTR SMRT Software Application median
Dividend yield — — 1.25%
Payout ratio 0.00 0.00 0.00

Size

Metric KLTR SMRT Software Application median
Market cap 202.89m 224.49m 396.11m

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