analyticsVertical SaaS
Data as of Q4 2018
Summary Verdict
SQ: 5—DDD: 0wins
Rule of 40
99.5SQ
-44.1DDD
check_circleSQ leads
Revenue Growth
44.8%SQ
-14.5%DDD
check_circleSQ leads
Gross Margin
324%SQ
35%DDD
check_circleSQ leads
FCF Margin
54.8%SQ
-29.6%DDD
check_circleSQ leads
Operating Margin
32.8%SQ
-21.3%DDD
check_circleSQ leads
NRR
—SQ
—DDD
Metric
Rule of 40Efficiency score
SQ
99.5check_circle
DDD
-44.1
Revenue GrowthYoY
SQ
44.8%check_circle
DDD
-14.5%
Gross Margin% of revenue
SQ
324%check_circle
DDD
35%
FCF MarginFree cash flow
SQ
54.8%check_circle
DDD
-29.6%
Operating MarginGAAP
SQ
32.8%check_circle
DDD
-21.3%
NRRNet retention
SQ
N/A
DDD
N/A
EV / RevenueValuation multiple
SQ
11.4x
DDD
1.3xcheck_circle
Market CapUSD
SQ
$40.5Bcheck_circle
DDD
$462.9M
ARR GrowthYoY
SQ
N/A
DDD
N/A
CAC PaybackMonths to recover
SQ
N/A
DDD
N/A
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insights
Analysis
As of Q4 2018, Block, Inc. trades at 11.4x EV/Revenue versus 3D SYSTEMS CORP at 1.3x. On the Rule of 40, Block, Inc. scores 99.5 compared to 3D SYSTEMS CORP's -44.1, placing Block, Inc. ahead in operating efficiency. Gross margins stand at Block, Inc. 324% vs 3D SYSTEMS CORP 35%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.