undamentalytics Newsletter

Jfrog vs Yuanbao

Jfrog and Yuanbao are similar in size: $532m and $609m of revenue in their latest fiscal years. Yuanbao grew faster (33.3% against 24.1%). Yuanbao kept more of each dollar of sales as profit: a net margin of 29.9% against -13.5%. Jfrog carries less debt relative to equity (0.0% against 0.0%).

Latest fiscal yearJfrogFROG, 2025YuanbaoYB, 2025
Revenue $532m $609m
Revenue growth 24.1% 33.3%
Net income −$71.8m $182m
Operating margin -17.3% —
Net margin -13.5% 29.9%
Return on equity -8.6% 142.9%
Free cash flow $142m $205m
Cash $75.8m $123m
Total debt $0 $0
Debt to equity 0.0% 0.0%
Dividend per share — —
Dividend yield — —
Share buybacks — —
Employees 1,800 —
Market value $10.80bn $520m
Price vs our value range — —
Moat score 60 (Moderate) —
Insider trades, 12 months 0 buys, 230 sales 0 buys, 0 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.