Rapid7, Inc. (RPD) vs Tuya Inc. Sponsored ADR (TUYA)

Rapid7, Inc. and Tuya Inc. Sponsored ADR are both Software Infrastructure companies. Rapid7, Inc. and Tuya Inc. Sponsored ADR are of similar size ($950.2M and $866.1M). Tuya Inc. Sponsored ADR trades at the lower P/E: 15.4× against 37.5×. Tuya Inc. Sponsored ADR grew revenue faster over the last twelve months: 7.00% against 0.07%. Tuya Inc. Sponsored ADR has the higher net margin (20.2% vs 2.35%) and the higher return on invested capital (33.5% vs 0.00%). Across the 21 metrics below, Tuya Inc. Sponsored ADR leads on 15 and Rapid7, Inc. on 6.

Valuation

Metric RPD TUYA Software Infrastructure median
P/E 37.48 15.36 28.02
P/S 0.91 3.05 3.07
P/B 3.96 1.01 3.36
Price to free cash flow 6.06 20.37 17.12
EV/EBITDA 6.43 3.24 14.91
EV/Sales 0.45 0.19 3.03
Earnings yield 2.67% 6.51% 0.13%
Free cash flow yield 16.50% 4.91% 1.15%

Profitability

Metric RPD TUYA Software Infrastructure median
Gross margin 69.30% 47.24% 61.23%
Operating margin 1.24% 8.40% 0.00%
Net margin 2.35% 20.16% 0.00%
Free cash flow margin 15.01% 19.39% 1.67%
Return on equity 14.03% 6.74% 0.59%
Return on assets 1.19% 6.05% 0.00%
Return on invested capital 0.00% 33.49% 0.00%

Growth

Metric RPD TUYA Software Infrastructure median
Revenue growth (TTM) 0.07% 7.00% 13.41%
EPS growth (last fiscal year) (10.00%) 800.00% —
Revenue growth, 5-year CAGR 15.88% 12.34% 15.81%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric RPD TUYA Software Infrastructure median
Debt to equity 1.50 0.01 0.06
Current ratio 0.80 8.74 1.55
Net debt to EBITDA 6.82 (74.76) 0.08

Dividend

Metric RPD TUYA Software Infrastructure median
Dividend yield — — 1.53%
Payout ratio 0.00 0.00 0.00

Size

Metric RPD TUYA Software Infrastructure median
Market cap 866.10m 950.18m 835.96m

Compare with another peer

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