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analyticsCloud Storage / Cloud Infrastructure

Data as of Q2 2026

Summary Verdict

BOX: 3DOCN: 2wins
Rule of 40
52.0BOX
22.4DOCN
check_circleBOX leads
Revenue Growth
8.0%BOX
17.5%DOCN
check_circleDOCN leads
Gross Margin
79%BOX
59%DOCN
check_circleBOX leads
FCF Margin
44.0%BOX
4.9%DOCN
check_circleBOX leads
Operating Margin
6.8%BOX
16.9%DOCN
check_circleDOCN leads
NRR
BOX
DOCN
Metric
Rule of 40Efficiency score
BOX
52.0check_circle
DOCN
22.4
Revenue GrowthYoY
BOX
8.0%
DOCN
17.5%check_circle
Gross Margin% of revenue
BOX
79%check_circle
DOCN
59%
FCF MarginFree cash flow
BOX
44.0%check_circle
DOCN
4.9%
Operating MarginGAAP
BOX
6.8%
DOCN
16.9%check_circle
NRRNet retention
BOX
N/A
DOCN
N/A
EV / RevenueValuation multiple
BOX
3.0xcheck_circle
DOCN
20.5x
Market CapUSD
BOX
$3.7B
DOCN
$17.7Bcheck_circle
ARR GrowthYoY
BOX
N/A
DOCN
N/A
CAC PaybackMonths to recover
BOX
N/A
DOCN
N/A

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insights

Analysis

As of Q2 2026, Box, Inc. trades at 3.0x EV/Revenue versus DigitalOcean Holdings, Inc. at 20.5x. On the Rule of 40, Box, Inc. scores 52.0 compared to DigitalOcean Holdings, Inc.'s 22.4, placing Box, Inc. ahead in operating efficiency. Gross margins stand at Box, Inc. 79% vs DigitalOcean Holdings, Inc. 59%.

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