VERRA MOBILITY CORP (VRRM) vs WhiteFiber, Inc. (WYFI)

VERRA MOBILITY CORP and WhiteFiber, Inc. are both Information Technology Services companies. WhiteFiber, Inc. is the larger, with a market value of $796.4M against $506.1M — 1.6× the size. WhiteFiber, Inc. has negative trailing earnings, so its P/E is not meaningful; VERRA MOBILITY CORP trades at 12.0×. WhiteFiber, Inc. grew revenue faster over the last twelve months: 56.7% against 11.1%. VERRA MOBILITY CORP has the higher net margin (4.40% vs −46.9%) and the higher return on invested capital (7.10% vs −4.31%). Across the 17 metrics below, VERRA MOBILITY CORP leads on 14 and WhiteFiber, Inc. on 3.

Valuation

Metric VRRM WYFI Information Technology Services median
P/E 12.00 n/m 14.63
P/S 0.49 8.03 1.13
P/B 2.20 2.25 2.10
Price to free cash flow 5.08 n/m 10.11
EV/EBITDA 5.79 n/m 8.56
EV/Sales 1.46 10.60 1.20
Earnings yield 8.33% (6.17%) 4.56%
Free cash flow yield 19.69% (41.30%) 4.37%

Profitability

Metric VRRM WYFI Information Technology Services median
Gross margin 55.50% 61.24% 31.05%
Operating margin 13.59% (42.31%) 3.30%
Net margin 4.40% (46.88%) 2.09%
Free cash flow margin 9.62% (331.57%) 0.00%
Return on equity 15.38% (13.73%) 4.12%
Return on assets 2.67% (6.99%) 0.61%
Return on invested capital 7.10% (4.31%) 0.57%

Growth

Metric VRRM WYFI Information Technology Services median
Revenue growth (TTM) 11.10% 56.71% 7.12%
EPS growth (last fiscal year) 347.37% (1,638.46%) —
Revenue growth, 5-year CAGR 19.99% — 7.71%
Net income growth, 5-year CAGR 0.00% — 0.00%

Health

Metric VRRM WYFI Information Technology Services median
Debt to equity 4.63 0.91 0.45
Current ratio 2.06 0.79 1.66
Net debt to EBITDA 2.70 36.26 0.44

Dividend

Metric VRRM WYFI Information Technology Services median
Dividend yield — — 1.21%
Payout ratio 0.00 — 0.00

Size

Metric VRRM WYFI Information Technology Services median
Market cap 506.10m 796.38m 1.36b

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