Netskope Inc. (NTSK) vs PayPay Corporation (PAYP)

Netskope Inc. and PayPay Corporation are both Software Infrastructure companies. PayPay Corporation is the larger, with a market value of $10.2B against $9.1B — 1.1× the size. Across the 6 metrics below, PayPay Corporation leads on 5 and Netskope Inc. on 1.

Valuation

Metric NTSK PAYP Software Infrastructure median
P/E n/m — 25.33
P/S 12.24 n/m 3.11
P/B 62.65 3.58 2.91
Price to free cash flow n/m n/m 18.80
EV/EBITDA n/m n/m 14.46
EV/Sales 11.78 n/m 3.01
Earnings yield (10.52%) — 0.00%
Free cash flow yield (0.76%) 0.00% 0.27%

Profitability

Metric NTSK PAYP Software Infrastructure median
Gross margin 69.92% — 59.21%
Operating margin (94.66%) — 0.00%
Net margin (91.84%) — 0.00%
Free cash flow margin (9.31%) — 0.00%
Return on equity 106.88% — 0.00%
Return on assets (86.11%) — 0.00%
Return on invested capital 0.00% 0.00% 0.00%

Growth

Metric NTSK PAYP Software Infrastructure median
Revenue growth (TTM) — — 12.44%
EPS growth (last fiscal year) 12.64% 156.84% 20.22%
Revenue growth, 5-year CAGR — — 15.74%
Net income growth, 5-year CAGR — — 0.00%

Health

Metric NTSK PAYP Software Infrastructure median
Debt to equity 4.45 1.68 0.04
Current ratio 2.01 1.04 1.53
Net debt to EBITDA 0.79 (14.54) 0.06

Dividend

Metric NTSK PAYP Software Infrastructure median
Dividend yield — — 1.06%
Payout ratio — — 0.29

Size

Metric NTSK PAYP Software Infrastructure median
Market cap 9.07b 10.17b 644.05m

Compare with another peer

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