Comparable Company Analysis
Trading multiples and operating metrics across the universe. Snapshot: 2026-08-04.
16 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 16 of 16 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 | 3.8x | 3.5x | 32.4x | 8.8x | 19.0% | 73.7% | 12.4% | 24.6% | 38.0% | |||
| Mean | 4.6x | 3.9x | 45.1x | 11.7x | 17.1% | 64.0% | 14.1% | 22.2% | 39.3% | |||
| 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% |