Comparable Company Analysis
Trading multiples and operating metrics across the universe. Snapshot: 2026-08-04.
20 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 20 of 20 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 | 3.4x | 3.0x | 22.4x | 9.6x | 26.5% | 67.5% | 25.9% | 16.4% | 42.8% | |||
| Mean | 6.1x | 4.8x | 25.0x | 19.3x | 27.2% | 62.0% | 26.9% | 14.1% | 41.3% | |||
| VVisa Inc. | $692.19B | $702.26B | 17.6x | 14.0x | 27.0x | 20.4x | 25.0% | 80.2% | 65.4% | 52.5% | 77.5% | |
| MAMastercard Incorporated | $502.05B | $515.08B | 15.7x | 12.9x | 25.2x | 19.9x | 22.0% | 82.7% | 63.0% | 50.2% | 72.2% | |
| AXPAmerican Express Company | $234.71B | $248.20B | 3.1x | 3.0x | 15.9x | 14.1x | 4.1% | 84.3% | 29.4% | 18.7% | 22.8% | |
| HOODRobinhood Markets, Inc. | $83.79B | $105.58B | 23.6x | 17.8x | 48.4x | — | 32.9% | 78.7% | 35.2% | -14.3% | 18.6% | |
| NUNu Holdings Ltd. | $69.89B | $42.73B | 2.7x | 1.7x | 10.8x | 5.3x | 58.5% | 43.7% | 23.6% | 7.6% | 66.0% | |
| SQBlock, Inc. | $51.73B | $40.50B | 1.7x | 1.2x | 24.0x | 32.4x | 36.3% | 44.9% | 8.9% | 13.5% | 49.8% | |
| DFSDiscover Financial Services | $50.34B | $45.50B | 2.3x | 2.5x | 7.1x | 11.2x | -7.6% | 89.5% | 31.8% | 40.7% | 33.2% | |
| 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% | |
| COINCoinbase Global, Inc. | $40.01B | $37.61B | 5.2x | 6.0x | 20.9x | 102.4x | -12.2% | 79.9% | -16.8% | 37.1% | 24.8% | |
| FIFiserv, Inc. | $34.31B | $62.67B | 3.0x | 3.0x | 7.0x | 7.8x | -1.9% | 49.4% | 44.0% | 30.0% | 28.1% | |
| 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% | |
| AFRMAffirm Holdings, Inc. | $26.52B | $32.47B | 10.1x | 6.0x | 45.6x | — | 67.6% | 67.7% | 28.1% | 24.4% | 92.0% | |
| SOFISoFi Technologies, Inc. | $23.78B | $19.83B | 4.2x | 3.6x | 26.1x | 6.8x | 15.3% | 76.5% | 16.6% | -53.1% | -37.8% | |
| FISFidelity National Information Services, Inc. | $22.29B | $27.29B | 2.6x | 1.9x | 9.4x | 6.2x | 32.7% | 37.1% | 44.3% | 27.2% | 59.9% | |
| GPNGlobal Payments Inc. | $21.77B | $39.49B | 5.1x | 3.1x | 11.5x | 8.0x | 66.6% | 67.3% | 40.1% | 13.8% | 80.4% | |
| TOSTToast, Inc. | $19.53B | $17.77B | 2.9x | 2.2x | 43.0x | 6.2x | 32.9% | 26.2% | 7.3% | 10.6% | 43.6% | |
| PAYPaymentus Holdings, Inc. | $5.66B | $5.29B | 4.4x | 3.3x | 41.8x | 44.2x | 32.7% | 24.9% | 9.8% | 12.5% | 45.3% | |
| FOURShift4 Payments, Inc. | $5.01B | $8.36B | 2.0x | 1.6x | 10.2x | 5.0x | 28.0% | 35.1% | 19.2% | 14.7% | 42.7% | |
| UPSTUpstart Holdings, Inc. | $2.93B | $3.98B | 3.7x | 2.4x | 50.2x | — | 56.7% | 95.7% | 6.3% | -26.7% | 30.0% | |
| MQMarqeta, Inc. | $1.71B | $728M | 1.2x | 0.9x | 52.6x | — | 24.8% | 56.7% | 5.1% | 18.0% | 42.8% |