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PubMatic, Inc. (PUBM) vs VTEX (VTEX)

PubMatic, Inc. and VTEX are both Software Application companies. PubMatic, Inc. is the larger, with a market value of $812.2M against $714.8M — 1.1× the size. PubMatic, Inc. has negative trailing earnings, so its P/E is not meaningful; VTEX trades at 24.6×. VTEX grew revenue faster over the last twelve months: 9.63% against −1.04%. VTEX has the higher net margin (12.0% vs −4.66%) and the higher return on invested capital (44.9% vs −9.01%). Across the 20 metrics below, VTEX leads on 15 and PubMatic, Inc. on 5.

Valuation

Metric PUBM VTEX Software Application median
P/E n/m 24.65 25.41
P/S 2.65 2.78 2.73
P/B 3.21 3.13 2.57
Price to free cash flow 14.21 16.04 17.58
EV/EBITDA 25.37 15.17 15.36
EV/Sales 2.18 2.06 2.59
Earnings yield (1.80%) 4.06% 0.00%
Free cash flow yield 7.04% 6.23% 2.24%

Profitability

Metric PUBM VTEX Software Application median
Gross margin 64.43% 79.26% 67.03%
Operating margin (5.05%) 12.23% 0.00%
Net margin (4.66%) 11.98% 0.00%
Free cash flow margin 18.68% 17.32% 5.01%
Return on equity (5.59%) 12.76% 0.00%
Return on assets (1.96%) 8.57% 0.00%
Return on invested capital (9.01%) 44.94% 0.00%

Growth

Metric PUBM VTEX Software Application median
Revenue growth (TTM) (1.04%) 9.63% 12.48%
EPS growth (last fiscal year) (234.78%) 33.82% 32.26%
Revenue growth, 5-year CAGR 13.72% 19.51% 14.21%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric PUBM VTEX Software Application median
Debt to equity 0.00 0.02 0.02
Current ratio 1.27 2.91 1.52
Net debt to EBITDA (5.66) (8.93) 0.08

Dividend

Metric PUBM VTEX Software Application median
Dividend yield — — 0.95%
Payout ratio — — 0.29

Size

Metric PUBM VTEX Software Application median
Market cap 812.15m 714.75m 357.77m

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