undamentalytics Newsletter

Digitalocean Holdings vs Global-e Online

Digitalocean Holdings and Global-e Online are similar in size: $901m and $962m of revenue in their latest fiscal years. Global-e Online grew faster (27.8% against 15.5%). Digitalocean Holdings kept more of each dollar of sales as profit: a net margin of 28.8% against 7.1%.

Latest fiscal yearDigitalocean HoldingsDOCN, 2025Global-e OnlineGLBE, 2025
Revenue $901m $962m
Revenue growth 15.5% 27.8%
Net income $259m $68.3m
Operating margin 17.4% 7.4%
Net margin 28.8% 7.1%
Return on equity — 7.5%
Free cash flow $181m $281m
Cash $254m $246m
Total debt $1.32bn $0
Debt to equity — 0.0%
Dividend per share — —
Dividend yield — —
Share buybacks $82.1m $72.2m
Employees 1,462 —
Market value $10.38bn $7.01bn
Price vs our value range Above our value range Within our value range
Moat score 42 (Weak) —
Insider trades, 12 months 0 buys, 33 sales 0 buys, 93 sales

Each figure is from the company's latest annual report and links to the page it comes from. Fiscal years can end on different dates. Market value and the value verdict use the delayed price shown on the stock pages. Not a recommendation.

Go deeper

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.