COMP <GO>
FIG vs FROG // OPERATING MARGIN
Figma Inc. (NYSE) VS. JFrog Ltd. (NASDAQ) • 15-METRIC TALLY: FIG 5
— FROG 6
▲ OPERATING MARGIN LEADER: FROG
LAST: $22.20 (+2.54%) • MKT CAP: $11.54B
operating-margins
-60.00%
LAST: $85.11 (-9.83%) • MKT CAP: $11.64B
operating-margins
-17.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FIG VS. FROG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FIG | FROG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 82.40% | 76.80% | +5.60 | FIG | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -35.00% | -7.20% | -27.80 | FROG | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 2.07% | 1.17% | +0.90 | FIG | /fcf-yield <GO> |
| Operating Margin ACTIVE | -60.00% | -17.30% | -42.70 | FROG | /operating-margins <GO> |
| Net Profit Margin | -60.00% | -13.50% | -46.50 | FROG | /net-margins <GO> |
| Revenue Growth (YoY) | 41.00% | 24.10% | +16.90 | FIG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 6.93 | 16.24 | -9.31 | FROG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 44.4 | 48.0 | -3.60 | FROG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.32 | 1.16 | +0.16 | FIG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 20.0x | 23.0x | -3.00 | FIG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.54B | $11.64B | -$98.7M | FROG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FIG REV | FROG REV | FIG GROSS % | FROG GROSS % | FIG FCF | FROG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.06B | $531.8M | 82.4% | 76.8% | $246.2M | $142.3M |
| FY 2024 | $749.0M | $428.5M | 88.3% | 77.1% | -$63.7M | $107.8M |
| FY 2023 | $504.9M | $349.9M | — | — | $1.02B | $58.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FIG // BETA 1.32
FROG // BETA 1.16