analyticsCloud Infrastructure / Cloud Storage
Data as of Q1 2026
Summary Verdict
DOCN: 2—BOX: 3wins
Rule of 40
22.4DOCN
52.0BOX
check_circleBOX leads
Revenue Growth
17.5%DOCN
8.0%BOX
check_circleDOCN leads
Gross Margin
59%DOCN
79%BOX
check_circleBOX leads
FCF Margin
4.9%DOCN
44.0%BOX
check_circleBOX leads
Operating Margin
16.9%DOCN
6.8%BOX
check_circleDOCN leads
NRR
—DOCN
—BOX
Metric
Rule of 40Efficiency score
DOCN
22.4
BOX
52.0check_circle
Revenue GrowthYoY
DOCN
17.5%check_circle
BOX
8.0%
Gross Margin% of revenue
DOCN
59%
BOX
79%check_circle
FCF MarginFree cash flow
DOCN
4.9%
BOX
44.0%check_circle
Operating MarginGAAP
DOCN
16.9%check_circle
BOX
6.8%
NRRNet retention
DOCN
N/A
BOX
N/A
EV / RevenueValuation multiple
DOCN
20.5x
BOX
3.0xcheck_circle
Market CapUSD
DOCN
$17.7Bcheck_circle
BOX
$3.7B
ARR GrowthYoY
DOCN
N/A
BOX
N/A
CAC PaybackMonths to recover
DOCN
N/A
BOX
N/A
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insights
Analysis
As of Q1 2026, DigitalOcean Holdings, Inc. trades at 20.5x EV/Revenue versus Box, Inc. at 3.0x. On the Rule of 40, DigitalOcean Holdings, Inc. scores 22.4 compared to Box, Inc.'s 52.0, placing Box, Inc. ahead in operating efficiency. Gross margins stand at DigitalOcean Holdings, Inc. 59% vs Box, Inc. 79%.