NetScout Systems, Inc. (NTCT) vs Payoneer Global Inc. (PAYO)

NetScout Systems, Inc. and Payoneer Global Inc. are both Software Infrastructure companies. NetScout Systems, Inc. is the larger, with a market value of $2.8B against $2.4B — 1.1× the size. NetScout Systems, Inc. trades at the lower P/E: 22.9× against 50.2×. Payoneer Global Inc. grew revenue faster over the last twelve months: 6.31% against 5.79%. NetScout Systems, Inc. has the higher net margin (13.7% vs 4.65%) and the lower return on invested capital (7.91% vs 23.2%). Across the 21 metrics below, NetScout Systems, Inc. leads on 14 and Payoneer Global Inc. on 7.

Valuation

Metric NTCT PAYO Software Infrastructure median
P/E 22.86 50.21 26.15
P/S 3.10 2.24 2.87
P/B 1.65 3.70 2.94
Price to free cash flow 10.68 20.89 17.26
EV/EBITDA 12.06 11.08 15.00
EV/Sales 2.56 1.93 2.95
Earnings yield 4.37% 1.99% 0.00%
Free cash flow yield 9.37% 4.79% 0.39%

Profitability

Metric NTCT PAYO Software Infrastructure median
Gross margin 79.84% 100.00% 59.21%
Operating margin 14.82% 10.38% 0.00%
Net margin 13.71% 4.65% 0.00%
Free cash flow margin 29.22% 10.71% 0.00%
Return on equity 7.54% 7.06% 0.00%
Return on assets 5.42% 0.60% 0.00%
Return on invested capital 7.91% 23.19% 0.00%

Growth

Metric NTCT PAYO Software Infrastructure median
Revenue growth (TTM) 5.79% 6.31% 13.57%
EPS growth (last fiscal year) 125.39% (38.71%) 20.22%
Revenue growth, 5-year CAGR 0.67% 24.96% 16.02%
Net income growth, 5-year CAGR 37.62% 0.00% 0.00%

Health

Metric NTCT PAYO Software Infrastructure median
Debt to equity 0.00 0.00 0.02
Current ratio 1.83 1.00 1.54
Net debt to EBITDA (4.02) (2.22) 0.05

Dividend

Metric NTCT PAYO Software Infrastructure median
Dividend yield — — 1.09%
Payout ratio — — 0.30

Size

Metric NTCT PAYO Software Infrastructure median
Market cap 2.76b 2.43b 655.75m

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