MongoDB, Inc. (MDB) vs VeriSign, Inc. (VRSN)

MongoDB, Inc. and VeriSign, Inc. are both Software Infrastructure companies. MongoDB, Inc. is the larger, with a market value of $34.0B against $26.4B — 1.3× the size. VeriSign, Inc. trades at the lower P/E: 31.1× against 555×. MongoDB, Inc. grew revenue faster over the last twelve months: 25.5% against 6.86%. VeriSign, Inc. has the higher net margin (49.8% vs 2.12%) and the higher return on invested capital (0.00% vs −1.60%). Across the 21 metrics below, VeriSign, Inc. leads on 14 and MongoDB, Inc. on 7.

Valuation

Metric MDB VRSN Software Infrastructure median
P/E 554.65 31.12 28.02
P/S 11.87 15.27 3.07
P/B 11.09 n/m 3.36
Price to free cash flow 50.13 24.47 17.12
EV/EBITDA 1,431.78 23.32 14.91
EV/Sales 11.82 16.03 3.03
Earnings yield 0.18% 3.21% 0.13%
Free cash flow yield 1.99% 4.09% 1.15%

Profitability

Metric MDB VRSN Software Infrastructure median
Gross margin 72.69% 88.47% 61.23%
Operating margin (0.52%) 67.86% 0.00%
Net margin 2.12% 49.77% 0.00%
Free cash flow margin 23.68% 62.42% 1.67%
Return on equity 1.99% (40.02%) 0.59%
Return on assets 1.61% 52.95% 0.00%
Return on invested capital (1.60%) 0.00% 0.00%

Growth

Metric MDB VRSN Software Infrastructure median
Revenue growth (TTM) 25.45% 6.86% 13.41%
EPS growth (last fiscal year) 49.13% 10.13% —
Revenue growth, 5-year CAGR 33.07% 5.54% 15.81%
Net income growth, 5-year CAGR 0.00% 0.26% 0.00%

Health

Metric MDB VRSN Software Infrastructure median
Debt to equity 0.00 (1.04) 0.06
Current ratio 4.87 0.59 1.55
Net debt to EBITDA 23.98 1.06 0.08

Dividend

Metric MDB VRSN Software Infrastructure median
Dividend yield — — 1.53%
Payout ratio 0.00 0.00 0.00

Size

Metric MDB VRSN Software Infrastructure median
Market cap 34.04b 26.36b 835.96m

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