Corvex, Inc. (MOVE) vs Paysafe Limited (PSFE)

Corvex, Inc. and Paysafe Limited are both Software Infrastructure companies. Corvex, Inc. is the larger, with a market value of $378.0M against $333.1M — 1.1× the size. Corvex, Inc. grew revenue faster over the last twelve months: 843.6% against 5.13%. Paysafe Limited has the higher net margin (−11.8% vs −627.8%) and the higher return on invested capital (0.99% vs −3.04%). Across the 16 metrics below, Paysafe Limited leads on 10 and Corvex, Inc. on 6.

Valuation

Metric MOVE PSFE Software Infrastructure median
P/E n/m n/m 28.02
P/S 6.65 0.19 3.07
P/B n/m 0.59 3.36
Price to free cash flow n/m 2.63 17.12
EV/EBITDA n/m 5.28 14.91
EV/Sales 4.03 0.92 3.03
Earnings yield (160.24%) (59.25%) 0.13%
Free cash flow yield (68.90%) 37.95% 1.15%

Profitability

Metric MOVE PSFE Software Infrastructure median
Gross margin 12.09% 56.13% 61.23%
Operating margin (610.33%) 1.67% 0.00%
Net margin (627.82%) (11.82%) 0.00%
Free cash flow margin (458.24%) 7.24% 1.67%
Return on equity 2,480.53% (30.25%) 0.59%
Return on assets (9.20%) (4.39%) 0.00%
Return on invested capital (3.04%) 0.99% 0.00%

Growth

Metric MOVE PSFE Software Infrastructure median
Revenue growth (TTM) 843.62% 5.13% 13.41%
EPS growth (last fiscal year) 44.70% (972.22%) —
Revenue growth, 5-year CAGR — 3.59% 15.81%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric MOVE PSFE Software Infrastructure median
Debt to equity 0.01 4.38 0.06
Current ratio 1.80 1.17 1.55
Net debt to EBITDA (0.12) 3.62 0.08

Dividend

Metric MOVE PSFE Software Infrastructure median
Dividend yield — — 1.53%
Payout ratio 0.00 0.00 0.00

Size

Metric MOVE PSFE Software Infrastructure median
Market cap 378.00m 333.13m 835.96m

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