analyticsCloud Storage / Cloud Infrastructure
Data as of Q1 2026
Summary Verdict
BOX: 3—DOCN: 2wins
Rule of 40
37.8BOX
35.5DOCN
check_circleBOX leads
Revenue Growth
8.0%BOX
15.5%DOCN
check_circleDOCN leads
Gross Margin
79%BOX
60%DOCN
check_circleBOX leads
FCF Margin
29.8%BOX
20.0%DOCN
check_circleBOX leads
Operating Margin
7.1%BOX
17.4%DOCN
check_circleDOCN leads
NRR
—BOX
—DOCN
Metric
Rule of 40Efficiency score
BOX
37.8check_circle
DOCN
35.5
Revenue GrowthYoY
BOX
8.0%
DOCN
15.5%check_circle
Gross Margin% of revenue
BOX
79%check_circle
DOCN
60%
FCF MarginFree cash flow
BOX
29.8%check_circle
DOCN
20.0%
Operating MarginGAAP
BOX
7.1%
DOCN
17.4%check_circle
NRRNet retention
BOX
N/A
DOCN
N/A
EV / RevenueValuation multiple
BOX
3.0xcheck_circle
DOCN
11.3x
Market CapUSD
BOX
$3.4B
DOCN
$9.2Bcheck_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 Q1 2026, Box, Inc. trades at 3.0x EV/Revenue versus DigitalOcean Holdings, Inc. at 11.3x. On the Rule of 40, Box, Inc. scores 37.8 compared to DigitalOcean Holdings, Inc.'s 35.5, placing Box, Inc. ahead in operating efficiency. Gross margins stand at Box, Inc. 79% vs DigitalOcean Holdings, Inc. 60%.