CS Disco, Inc. (LAW) vs Silvaco Group, Inc. (SVCO)

CS Disco, Inc. and Silvaco Group, Inc. are both Software Application companies. CS Disco, Inc. and Silvaco Group, Inc. are of similar size ($288.4M and $275.9M). Silvaco Group, Inc. grew revenue faster over the last twelve months: 31.9% against 12.9%. CS Disco, Inc. has the higher net margin (−24.2% vs −30.4%) and the lower return on invested capital (−142.9% vs −22.8%). Across the 17 metrics below, CS Disco, Inc. leads on 9 and Silvaco Group, Inc. on 8.

Valuation

Metric LAW SVCO Software Application median
P/E n/m n/m 24.79
P/S 1.68 3.81 2.67
P/B 2.33 3.30 3.01
Price to free cash flow n/m n/m 16.59
EV/EBITDA n/m n/m 14.40
EV/Sales 1.07 3.72 2.62
Earnings yield (14.48%) (8.61%) 0.00%
Free cash flow yield (5.84%) (12.43%) 1.91%

Profitability

Metric LAW SVCO Software Application median
Gross margin 74.83% 83.12% 67.03%
Operating margin (25.74%) (35.56%) 0.00%
Net margin (24.20%) (30.44%) 0.00%
Free cash flow margin (9.80%) (47.35%) 4.32%
Return on equity (31.34%) (27.03%) 0.00%
Return on assets (24.79%) (18.16%) 0.00%
Return on invested capital (142.88%) (22.81%) 0.00%

Growth

Metric LAW SVCO Software Application median
Revenue growth (TTM) 12.90% 31.86% 12.40%
EPS growth (last fiscal year) 22.58% 9.15% —
Revenue growth, 5-year CAGR 18.04% — 13.72%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric LAW SVCO Software Application median
Debt to equity 0.00 0.00 0.02
Current ratio 3.77 1.72 1.55
Net debt to EBITDA 2.39 0.43 0.06

Dividend

Metric LAW SVCO Software Application median
Dividend yield — — 1.25%
Payout ratio 0.00 — 0.00

Size

Metric LAW SVCO Software Application median
Market cap 275.91m 288.36m 396.11m

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