CS Disco, Inc. (LAW) vs Yuanbao Inc. - Sponsored ADR (YB)

CS Disco, Inc. and Yuanbao Inc. - Sponsored ADR are both Software Application companies. CS Disco, Inc. and Yuanbao Inc. - Sponsored ADR are of similar size ($364.9M and $340.5M). CS Disco, Inc. has negative trailing earnings, so its P/E is not meaningful; Yuanbao Inc. - Sponsored ADR trades at 2.1×. Yuanbao Inc. - Sponsored ADR has the higher net margin (29.9% vs −18.5%) and the higher return on invested capital (0.00% vs −91.9%). Across the 16 metrics below, Yuanbao Inc. - Sponsored ADR leads on 15 and CS Disco, Inc. on 1.

Valuation

Metric LAW YB Software Application median
P/E n/m 2.13 26.44
P/S 2.15 0.65 2.90
P/B 3.07 0.84 2.60
Price to free cash flow n/m n/m 17.04
EV/EBITDA n/m n/m 15.48
EV/Sales 1.59 (0.41) 3.00
Earnings yield (8.62%) 46.89% 0.20%
Free cash flow yield (5.35%) 0.00% 1.96%

Profitability

Metric LAW YB Software Application median
Gross margin 74.83% 95.46% 67.34%
Operating margin (19.91%) 32.49% 0.00%
Net margin (18.54%) 29.87% 0.00%
Free cash flow margin (11.50%) 0.00% 5.77%
Return on equity (25.38%) 46.76% 0.00%
Return on assets (18.81%) 30.20% 0.00%
Return on invested capital (91.93%) 0.00% 0.00%

Growth

Metric LAW YB Software Application median
Revenue growth (TTM) 12.35% — 12.12%
EPS growth (last fiscal year) 22.58% 47.17% 32.44%
Revenue growth, 5-year CAGR 18.04% — 14.34%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric LAW YB Software Application median
Debt to equity 0.00 0.00 0.04
Current ratio 3.54 2.91 1.53
Net debt to EBITDA 2.39 (2.97) 0.09

Dividend

Metric LAW YB Software Application median
Dividend yield — 12.23% 1.07%
Payout ratio — 0.28 0.28

Size

Metric LAW YB Software Application median
Market cap 364.85m 340.53m 383.88m

Compare with another peer

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