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Nutanix vs Paypay

Nutanix and Paypay are similar in size: $2.85bn and $2.53bn of revenue in their latest fiscal years. Paypay grew faster (28.8% against 12.4%). Nutanix kept more of each dollar of sales as profit: a net margin of 52.8% against 30.2%. Paypay carries less debt relative to equity (143.3% against 192.0%).

Latest fiscal yearNutanixNTNX, 2026PaypayPAYP, 2026
Revenue $2.85bn $2.53bn
Revenue growth 12.4% 28.8%
Net income $1.51bn $764m
Operating margin 9.6% 21.0%
Net margin 52.8% 30.2%
Return on equity — 48.6%
Free cash flow $841m $2.45bn
Cash $777m $2.28bn
Total debt $1.35bn $3.55bn
Debt to equity 192.0% 143.3%
Dividend per share — —
Dividend yield — —
Share buybacks $484m —
Employees 8,350 —
Market value $19.05bn $9.54bn
Price vs our value range Within our value range —
Moat score 43 (Weak) —
Insider trades, 12 months 0 buys, 11 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.

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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.