Comparable Company Analysis
Trading multiples and operating metrics across the universe. Snapshot: 2026-08-04.
49 companies
Sector
AllApplication SoftwareInfrastructure & Data SoftwareCybersecurityFintechInternet & Digital CommerceConsumer Internet, Media & GamingHealthcare ServicesMedical Devices & DiagnosticsSemiconductorsPharma & BiotechIndustrial, Aerospace & DefenseFinancial ServicesBusiness ServicesUtilitiesEnergyMaterialsTransportationConsumer DiscretionaryConsumer StaplesReal EstateCommunications & Telecom
NTM Growth %
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EV / NTM Rev (x)
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Mkt Cap ($B)
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Showing 49 of 49 companies
| Company | Mkt Cap ↓ | EV | EV / LTM Rev | EV / NTM Rev | EV / LTM EBITDA | EV / NTM EBITDA | NTM Growth | Gross Margin | EBITDA Margin | FCF Margin | Rule of 40 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Median | 4.0x | 3.5x | 26.9x | 12.9x | 20.8% | 73.3% | 11.4% | 18.8% | 39.6% | |||
| Mean | 8.0x | 5.7x | 146.2x | 27.8x | 25.7% | 63.8% | 12.0% | 18.5% | 44.2% | |||
| CRWDCrowdStrike Holdings, Inc. | $213.08B | $209.35B | 43.5x | 31.7x | 1147.2x | 203.3x | 37.3% | 75.0% | 6.6% | 30.2% | 67.4% | |
| SHOPShopify Inc. | $156.83B | $151.25B | 13.1x | 9.0x | 98.2x | 50.4x | 45.4% | 48.0% | 4.7% | 18.4% | 63.8% | |
| UBERUber Technologies, Inc. | $146.37B | $152.70B | 2.9x | 2.4x | 21.9x | 92.3x | 22.0% | 41.0% | 11.4% | 18.8% | 40.8% | |
| NETCloudflare, Inc. | $107.26B | $106.61B | 49.2x | 32.5x | 1007.6x | 111.9x | 51.1% | 73.3% | 5.9% | 16.4% | 67.5% | |
| DDOGDatadog, Inc. | $102.55B | $99.08B | 28.9x | 20.2x | 511.2x | 155.2x | 43.1% | 79.9% | 6.2% | 31.5% | 74.6% | |
| SPOTSpotify Technology S.A. | $99.65B | $91.37B | 5.3x | 4.3x | 38.8x | 16.2x | 24.0% | 32.3% | 16.9% | 18.5% | 42.5% | |
| LITELumentum Holdings Inc. | $66.97B | $67.11B | 40.8x | 11.2x | 628.4x | 82.9x | 264.4% | 37.7% | 22.2% | 16.6% | 281.1% | |
| SQBlock, Inc. | $51.73B | $40.50B | 1.7x | 1.2x | 24.0x | 32.4x | 36.3% | 44.9% | 8.9% | 13.5% | 49.8% | |
| PYPLPayPal Holdings, Inc. | $49.91B | $52.87B | 1.6x | 1.5x | 6.9x | 5.8x | 7.0% | 45.8% | 21.9% | 19.9% | 26.9% | |
| VSTVistra Corp. | $48.59B | $67.83B | 4.0x | 2.8x | 12.9x | 12.4x | 44.4% | 12.7% | 40.1% | 6.6% | 51.0% | |
| NTRANatera, Inc. | $39.36B | $38.51B | 16.7x | 12.4x | — | — | 35.0% | 65.2% | -8.9% | 4.0% | 39.0% | |
| ALCAlcon Inc. | $34.56B | $38.18B | 3.7x | 3.4x | 16.2x | 12.4x | 9.3% | 54.9% | 22.3% | 15.8% | 25.1% | |
| ADYEYAdyen N.V. | $34.01B | $23.44B | 9.1x | 7.5x | 15.9x | 12.8x | 22.2% | 73.1% | 54.0% | -15.6% | 6.6% | |
| MDBMongoDB, Inc. | $30.43B | $28.03B | 11.4x | 8.7x | — | 31.4x | 31.3% | 72.0% | 0.9% | 24.3% | 55.7% | |
| TWLOTwilio Inc. | $30.25B | $28.97B | 5.7x | 4.7x | 115.6x | 13.0x | 21.9% | 48.7% | 5.9% | 19.5% | 41.3% | |
| ZMZoom Communications, Inc. | $29.85B | $22.19B | 4.6x | 4.3x | 8.7x | 15.3x | 6.7% | 77.4% | 56.5% | 40.3% | 47.0% | |
| TEAMAtlassian Corporation | $28.92B | $29.03B | 5.6x | 3.9x | 1208.1x | 17.1x | 42.9% | 83.9% | -0.3% | 23.1% | 66.0% | |
| ZSZscaler, Inc. | $26.25B | $24.58B | 9.2x | 6.3x | 218.6x | 22.7x | 46.0% | 76.7% | 3.8% | 35.9% | 81.9% | |
| SMMNYSiemens Healthineers AG | $25.12B | $37.76B | 1.7x | 1.5x | 8.7x | 7.9x | 13.4% | 39.0% | 19.5% | 10.1% | 23.4% | |
| OKTAOkta, Inc. | $24.52B | $22.34B | 7.7x | 6.7x | 62.9x | 11.6x | 14.9% | 77.4% | 12.0% | 30.9% | 45.8% | |
| GHGuardant Health, Inc. | $21.43B | $22.04B | 22.4x | 13.7x | — | — | 64.1% | 65.0% | -34.8% | -24.5% | 39.6% | |
| NTNXNutanix, Inc. | $16.65B | $16.16B | 6.4x | 5.0x | 55.2x | — | 26.2% | 87.1% | 12.8% | 30.4% | 56.6% | |
| DTDynatrace, Inc. | $13.27B | $12.26B | 6.1x | 5.0x | 37.9x | 26.8x | 21.2% | 81.6% | 16.0% | 26.1% | 47.4% | |
| DOCUDocuSign, Inc. | $10.90B | $10.27B | 3.2x | 2.8x | 18.3x | 8.0x | 12.8% | 79.4% | 19.7% | 34.8% | 47.6% | |
| MTCHMatch Group, Inc. | $9.60B | $12.56B | 3.6x | 3.5x | 12.6x | 8.0x | 2.0% | 73.8% | 30.8% | 29.2% | 31.3% | |
| TTDThe Trade Desk, Inc. | $8.93B | $7.94B | 2.7x | 2.4x | 10.3x | 5.6x | 16.3% | 77.8% | 26.5% | 28.9% | 45.2% | |
| DBXDropbox, Inc. | $8.69B | $11.41B | 4.5x | 4.5x | 12.8x | 9.5x | -0.5% | 79.7% | 34.5% | 38.9% | 38.4% | |
| ETSYEtsy, Inc. | $8.22B | $9.87B | 3.4x | 3.5x | 26.9x | 35.6x | -0.9% | 72.0% | 18.3% | 23.3% | 22.4% | |
| ESTCElastic N.V. | $7.40B | $6.61B | 3.8x | 3.2x | 190.8x | 12.9x | 19.1% | 76.1% | 4.1% | 18.5% | 37.7% | |
| APPFAppFolio Inc. | $7.01B | $6.82B | 7.2x | 5.5x | 37.1x | 14.5x | 30.4% | 63.0% | 19.9% | 28.3% | 58.7% | |
| LNTHLantheus Holdings, Inc. | $6.58B | $6.71B | 4.4x | 4.3x | 16.6x | 7.6x | 2.2% | 60.5% | 30.6% | 24.1% | 26.3% | |
| LYFTLyft, Inc. | $6.32B | $5.85B | 0.9x | 0.7x | 57.0x | 2.1x | 24.4% | 43.2% | 1.8% | 18.3% | 42.7% | |
| BILLBill.com Holdings, Inc. | $4.83B | $4.55B | 3.1x | 2.4x | 32.8x | 4.7x | 27.9% | 80.7% | 8.5% | 26.2% | 54.1% | |
| BOXBox, Inc. | $4.41B | $4.50B | 3.8x | 3.4x | 32.0x | 19.5x | 13.3% | 79.6% | 13.5% | 30.0% | 43.2% | |
| LASRnLIGHT, Inc. | $4.40B | $4.10B | 15.7x | 12.4x | — | — | 26.7% | 31.3% | 0.6% | 8.5% | 35.2% | |
| TENBTenable Holdings, Inc. | $3.92B | $4.04B | 4.0x | 3.6x | 85.3x | 19.4x | 12.6% | 78.1% | 11.5% | 26.9% | 39.4% | |
| FSLYFastly, Inc. | $3.85B | $3.91B | 6.3x | 5.1x | — | 15.1x | 22.9% | 58.7% | -0.2% | 8.8% | 31.7% | |
| AVPTAvePoint, Inc. | $2.87B | $2.43B | 5.8x | 4.2x | 52.1x | — | 36.9% | 73.7% | 13.2% | 25.0% | 61.9% | |
| BTUPeabody Energy Corporation | $2.73B | $2.63B | 0.7x | 0.6x | 6.1x | 2.2x | 18.8% | 2.2% | 7.1% | 11.7% | 30.5% | |
| APPNAppian Corporation | $2.08B | $2.17B | 3.0x | 2.5x | 58.7x | 7.6x | 20.8% | 73.8% | 4.6% | 8.8% | 29.6% | |
| BLBlackLine, Inc. | $1.92B | $2.08B | 3.0x | 2.6x | 19.7x | 6.3x | 16.5% | 75.3% | 14.7% | 21.8% | 38.3% | |
| RDFNRedfin Corporation | $1.43B | $2.27B | 2.2x | 2.0x | — | — | 10.3% | 34.9% | -10.2% | -4.2% | 6.1% | |
| TDOCTeladoc Health, Inc. | $1.19B | $1.44B | 0.6x | 0.6x | 9.8x | 4.4x | -3.4% | 73.5% | -2.8% | 8.9% | 5.5% | |
| PDPagerDuty, Inc. | $1.02B | $986M | 2.0x | 2.0x | 24.9x | 4.5x | 1.8% | 85.0% | 11.4% | 25.4% | 27.2% | |
| PHRPhreesia, Inc. | $701M | $719M | 1.5x | 1.4x | 24.4x | 2.8x | 9.8% | 65.8% | 8.6% | 15.1% | 25.0% | |
| RPDRapid7, Inc. | $701M | $996M | 1.2x | 1.2x | 11.6x | 3.2x | -2.6% | 69.7% | 9.6% | 17.1% | 14.5% | |
| YEXTYext, Inc. | $683M | $815M | 1.8x | 1.8x | 9.7x | — | -0.1% | 73.9% | 19.8% | 11.9% | 11.8% | |
| SPTSprout Social, Inc. | $524M | $457M | 1.0x | 0.9x | — | 33.2x | 12.8% | 77.5% | -4.6% | 10.2% | 23.0% | |
| DOMODomo, Inc. | $171M | $286M | 0.9x | 0.9x | — | 6.5x | -1.1% | 74.9% | -7.9% | 0.1% | -1.0% |