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NetScout Systems, Inc. (NTCT) vs StoneCo Ltd. (STNE)

NetScout Systems, Inc. and StoneCo Ltd. are both Software Infrastructure companies. NetScout Systems, Inc. and StoneCo Ltd. are of similar size ($2.8B and $2.8B). StoneCo Ltd. trades at the lower P/E: 4.5× against 22.8×. StoneCo Ltd. grew revenue faster over the last twelve months: 8.71% against 5.79%. StoneCo Ltd. has the higher net margin (24.1% vs 13.7%) and the higher return on invested capital (27.2% vs 7.91%). Across the 22 metrics below, StoneCo Ltd. leads on 16 and NetScout Systems, Inc. on 6.

Valuation

Metric NTCT STNE Software Infrastructure median
P/E 22.80 4.46 28.38
P/S 3.10 1.01 2.98
P/B 1.64 1.51 2.93
Price to free cash flow 10.65 3.71 16.28
EV/EBITDA 12.02 2.63 13.92
EV/Sales 2.55 1.48 2.90
Earnings yield 4.39% 22.43% 0.14%
Free cash flow yield 9.39% 26.98% 1.24%

Profitability

Metric NTCT STNE Software Infrastructure median
Gross margin 79.84% 73.59% 61.00%
Operating margin 14.82% 49.68% 0.00%
Net margin 13.71% 24.12% 0.00%
Free cash flow margin 29.22% 27.20% 1.67%
Return on equity 7.54% 33.67% 0.60%
Return on assets 5.42% 6.10% 0.00%
Return on invested capital 7.91% 27.16% 0.00%

Growth

Metric NTCT STNE Software Infrastructure median
Revenue growth (TTM) 5.79% 8.71% 13.41%
EPS growth (last fiscal year) 125.39% 265.22% 27.10%
Revenue growth, 5-year CAGR 0.67% 31.53% 15.57%
Net income growth, 5-year CAGR 37.62% 20.77% 0.00%

Health

Metric NTCT STNE Software Infrastructure median
Debt to equity 0.00 1.80 0.05
Current ratio 1.83 1.26 1.55
Net debt to EBITDA (4.02) 1.18 0.08

Dividend

Metric NTCT STNE Software Infrastructure median
Dividend yield — 0.00% 1.20%
Payout ratio — 0.00 0.29

Size

Metric NTCT STNE Software Infrastructure median
Market cap 2.82b 2.77b 752.37m

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