COMP <GO>
FROG vs BSY // FREE CASH FLOW YIELD
JFrog Ltd. (NASDAQ) VS. Bentley Systems Incorporated (NASDAQ) • 15-METRIC TALLY: FROG 4
— BSY 9
▲ FREE CASH FLOW YIELD LEADER: BSY
LAST: $98.83 (-1.63%) • MKT CAP: $12.19B
fcf-yield
1.17%
LAST: $39.66 (+0.57%) • MKT CAP: $11.98B
fcf-yield
4.34%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FROG VS. BSY)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FROG | BSY | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 76.80% | 81.50% | -4.70 | BSY | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -7.20% | 12.40% | -19.60 | BSY | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 34.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 1.17% | 4.34% | -3.17 | BSY | /fcf-yield <GO> |
| Operating Margin | -17.30% | 24.10% | -41.40 | BSY | /operating-margins <GO> |
| Net Profit Margin | -13.50% | 18.50% | -32.00 | BSY | /net-margins <GO> |
| Revenue Growth (YoY) | 24.10% | 11.00% | +13.10 | FROG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.71% | -0.71 | BSY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 16.24 | 3.64 | +12.60 | FROG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | BSY | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.8 | 65.0 | -11.20 | BSY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.16 | 1.26 | -0.10 | BSY | /macro-sensitivity <GO> |
| Forward P/E Multiple | 23.0x | 40.1x | -17.10 | FROG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.19B | $11.98B | $206.4M | FROG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FROG REV | BSY REV | FROG GROSS % | BSY GROSS % | FROG FCF | BSY FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $531.8M | $1.50B | 76.8% | 81.5% | $142.3M | $520.2M |
| FY 2024 | $428.5M | $1.35B | 77.1% | 80.9% | $107.8M | $421.2M |
| FY 2023 | $349.9M | $1.23B | — | — | $58.4M | $361.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FROG // BETA 1.16
BSY // BETA 1.26