PayPay Corporation (PAYP) vs SentinelOne, Inc. (S)

PayPay Corporation and SentinelOne, Inc. are both Software Infrastructure companies. PayPay Corporation is the larger, with a market value of $9.5B against $7.8B — 1.2× the size. Across the 9 metrics below, PayPay Corporation leads on 6 and SentinelOne, Inc. on 3.

Valuation

Metric PAYP S Software Infrastructure median
P/E — n/m 25.43
P/S n/m 6.91 2.76
P/B 3.34 5.24 2.95
Price to free cash flow 2.39 245.93 18.61
EV/EBITDA n/m n/m 14.12
EV/Sales n/m 6.33 2.90
Earnings yield — (4.55%) 0.00%
Free cash flow yield 41.89% 0.41% 0.40%

Profitability

Metric PAYP S Software Infrastructure median
Gross margin — 72.54% 59.23%
Operating margin — (29.46%) 0.00%
Net margin — (30.95%) 0.00%
Free cash flow margin 0.00% 2.81% 0.00%
Return on equity — (23.01%) 0.00%
Return on assets — (14.37%) 0.00%
Return on invested capital 0.00% (25.50%) 0.00%

Growth

Metric PAYP S Software Infrastructure median
Revenue growth (TTM) — 21.09% 14.80%
EPS growth (last fiscal year) 156.84% (48.91%) 17.35%
Revenue growth, 5-year CAGR — 60.83% 16.15%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric PAYP S Software Infrastructure median
Debt to equity 1.86 0.00 0.02
Current ratio 1.05 1.45 1.53
Net debt to EBITDA (14.54) 3.34 0.05

Dividend

Metric PAYP S Software Infrastructure median
Dividend yield — — 1.12%
Payout ratio — — 0.31

Size

Metric PAYP S Software Infrastructure median
Market cap 9.48b 7.76b 647.66m

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