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 $10.2B against $7.8B — 1.3× the size. Across the 7 metrics below, PayPay Corporation leads on 4 and SentinelOne, Inc. on 3.

Valuation

Metric PAYP S Software Infrastructure median
P/E — n/m 25.33
P/S n/m 7.44 3.11
P/B 3.58 5.64 2.91
Price to free cash flow n/m 264.97 18.80
EV/EBITDA n/m n/m 14.46
EV/Sales n/m 6.86 3.01
Earnings yield — (4.22%) 0.00%
Free cash flow yield 0.00% 0.38% 0.27%

Profitability

Metric PAYP S Software Infrastructure median
Gross margin — 72.54% 59.21%
Operating margin — (29.46%) 0.00%
Net margin — (30.95%) 0.00%
Free cash flow margin — 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% 12.44%
EPS growth (last fiscal year) 156.84% (48.91%) 20.22%
Revenue growth, 5-year CAGR — 60.83% 15.74%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric PAYP S Software Infrastructure median
Debt to equity 1.68 0.00 0.04
Current ratio 1.04 1.45 1.53
Net debt to EBITDA (14.54) 3.34 0.06

Dividend

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

Size

Metric PAYP S Software Infrastructure median
Market cap 10.17b 7.83b 644.05m

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