Nutanix (NTNX) vs VeriSign, Inc. (VRSN)

Nutanix and VeriSign, Inc. are both Software Infrastructure companies. VeriSign, Inc. is the larger, with a market value of $26.4B against $19.9B — 1.3× the size. Nutanix trades at the lower P/E: 13.2× against 31.8×. Nutanix grew revenue faster over the last twelve months: 12.4% against 6.86%. Nutanix has the higher net margin (52.8% vs 49.8%) and the higher return on invested capital (0.00% vs 0.00%). Across the 20 metrics below, Nutanix leads on 13 and VeriSign, Inc. on 7.

Valuation

Metric NTNX VRSN Software Infrastructure median
P/E 13.18 31.76 28.52
P/S 6.91 15.58 3.13
P/B 28.08 n/m 3.18
Price to free cash flow 23.46 24.96 17.17
EV/EBITDA 53.45 23.77 15.10
EV/Sales 6.56 16.34 3.19
Earnings yield 7.59% 3.15% 0.10%
Free cash flow yield 4.26% 4.01% 1.10%

Profitability

Metric NTNX VRSN Software Infrastructure median
Gross margin 86.80% 88.47% 61.00%
Operating margin 9.60% 67.86% 0.00%
Net margin 52.81% 49.77% 0.00%
Free cash flow margin 29.46% 62.42% 1.67%
Return on equity 37,461.61% (40.02%) 0.60%
Return on assets 36.06% 52.95% 0.00%
Return on invested capital 0.00% 0.00% 0.00%

Growth

Metric NTNX VRSN Software Infrastructure median
Revenue growth (TTM) 12.44% 6.86% 13.41%
EPS growth (last fiscal year) 695.38% 10.13% 27.10%
Revenue growth, 5-year CAGR 15.40% 5.54% 15.57%
Net income growth, 5-year CAGR 0.00% 0.26% 0.00%

Health

Metric NTNX VRSN Software Infrastructure median
Debt to equity 1.92 (1.04) 0.05
Current ratio 1.80 0.59 1.55
Net debt to EBITDA (2.89) 1.06 0.08

Dividend

Metric NTNX VRSN Software Infrastructure median
Dividend yield — 1.09% 1.22%
Payout ratio — 0.35 0.29

Size

Metric NTNX VRSN Software Infrastructure median
Market cap 19.86b 26.39b 845.81m

Compare with another peer

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