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Nayax Ltd. (NYAX) vs StoneCo Ltd. (STNE)

Nayax Ltd. and StoneCo Ltd. are both Software Infrastructure companies. Nayax Ltd. and StoneCo Ltd. are of similar size ($1.8B and $1.8B). StoneCo Ltd. trades at the lower P/E: 2.9× against 222×. Nayax Ltd. grew revenue faster over the last twelve months: 30.0% against 8.71%. StoneCo Ltd. has the higher net margin (24.1% vs 1.74%) and the higher return on invested capital (27.2% vs 6.41%). Across the 21 metrics below, StoneCo Ltd. leads on 15 and Nayax Ltd. on 6.

Valuation

Metric NYAX STNE Software Infrastructure median
P/E 221.86 2.93 26.15
P/S 4.05 0.66 2.87
P/B 7.47 0.99 2.94
Price to free cash flow n/m 2.43 17.26
EV/EBITDA 38.16 2.02 15.00
EV/Sales 3.89 1.14 2.95
Earnings yield 0.45% 34.14% 0.00%
Free cash flow yield (0.37%) 41.07% 0.39%

Profitability

Metric NYAX STNE Software Infrastructure median
Gross margin 47.80% 73.59% 59.21%
Operating margin 3.89% 49.68% 0.00%
Net margin 1.74% 24.12% 0.00%
Free cash flow margin (1.50%) 27.20% 0.00%
Return on equity 3.52% 33.67% 0.00%
Return on assets 1.01% 6.10% 0.00%
Return on invested capital 6.41% 27.16% 0.00%

Growth

Metric NYAX STNE Software Infrastructure median
Revenue growth (TTM) 29.98% 8.71% 13.57%
EPS growth (last fiscal year) 687.50% 265.22% 20.22%
Revenue growth, 5-year CAGR 38.43% 31.53% 16.02%
Net income growth, 5-year CAGR 0.00% 20.77% 0.00%

Health

Metric NYAX STNE Software Infrastructure median
Debt to equity 1.47 1.80 0.02
Current ratio 2.12 1.26 1.54
Net debt to EBITDA (1.25) 1.18 0.05

Dividend

Metric NYAX STNE Software Infrastructure median
Dividend yield — 0.00% 1.09%
Payout ratio — 0.00 0.30

Size

Metric NYAX STNE Software Infrastructure median
Market cap 1.81b 1.80b 655.75m

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