Box vs Dropbox
BOX and DBX side by side, both in computer programming, data processing, and other computer related services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How BOX and DBX compare
Dropbox is the larger company, worth 1.4 times as much as Box ($8.2B against $6.0B).
On earnings, Dropbox is cheaper: it trades at 20.1× trailing earnings, against 63.0× for Box.
Box grew revenue faster over the last twelve months (9.6% versus −0.05% for Dropbox).
Dropbox keeps more of each dollar of sales as profit, with a net margin of 17.5% compared with 10.6% at Box.
Box scores higher on the StockData Score (10 against 9 for Dropbox), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | BOX | DBX |
|---|---|---|
| Size and price | ||
| Market cap | $6.0B | $8.2B |
| Share price | $43.45 | $36.25 |
| Change, 1 year | 37.2% | 27.6% |
| Change, 5 years | 62.6% | 30.3% |
| Beta (5Y) | 0.77 | 0.93 |
| Employees | 2,912 | 2,113 |
| StockData Score | ||
| Total score | 10 (better) | 9 |
| Valuation score | 1 | 3 (better) |
| Growth score | 3 (better) | 0 |
| Performance score | 2 (better) | 1 |
| Health score | 4 | 5 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 63.0× | 20.1× (better) |
| P/S | 4.8× | 3.2× (better) |
| EV/EBITDA | 40.8× | 10.5× (better) |
| P/FCF | 15.3× | 8.5× (better) |
| PEG | 0.56 (better) | 2.89 |
| FCF yield | 6.5% | 11.7% (better) |
| Fair value | $27.13 | $44.95 |
| Margin of safety | −60.2% | 19.4% (better) |
| Growth | ||
| Revenue growth (TTM) | 9.6% (better) | −0.05% |
| Revenue growth, 5Y average | 8.8% (better) | 5.7% |
| Net income growth (TTM) | −42.8% | −8.8% (better) |
| EPS growth (TTM) | −44.4% | 10.4% (better) |
| Profitability | ||
| Gross margin | 79.5% | 79.7% (better) |
| Operating margin | 9.4% | 26.6% (better) |
| Net margin | 10.6% | 17.5% (better) |
| FCF margin | 31.5% | 37.8% (better) |
| Financial health | ||
| Net debt / EBITDA | 2.00 | – |
| Interest coverage | 11.5× | – |
| Current ratio | 1.06 | 1.07 (better) |
| Altman Z-score | 3.22 (better) | 0.71 |
| Piotroski F-score | 4 | 6 (better) |
| Dividends and buybacks | ||
| Buyback yield | 6.0% | 18.4% (better) |
| Shareholder yield | 6.0% | 18.4% (better) |
| Ownership | ||
| Held by institutions | 102% | 80.3% |
| Held by insiders | 3.9% | 39.7% |
| Insider net buying, 12 months | −$10.4M (better) | −$45.5M |
| Short interest, % of float | – | 18.2% |
Go deeper
- BOX stock overview
- BOX income statement
- BOX valuation and score
- DBX stock overview
- DBX income statement
- DBX valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.