Okta
OKTA · Application Software
$213.05
5.8%Trimble
TRMB · Application Software
$63.49
0.8%The short version
- Trimble is the larger business, with $3.6B of revenue in fiscal 2025 against $2.9B for Okta.
- Okta grew revenue faster (11.8%, against −2.6%).
- Trimble kept more of each dollar of sales as operating profit (16.5% operating margin, against 5.1% operating margin).
- Okta turned more of its sales into free cash flow (30.0% FCF margin, against 10.1% FCF margin).
| Latest fiscal year | OKTA · FY26 | TRMB · FY25 |
|---|---|---|
| Size | ||
| Market cap | $38.1B | $14.8B |
| Revenue | $2.9B | $3.6B |
| Free cash flow | $875M | $361M |
| Net income | $235M | $424M |
| Growth | ||
| Revenue growth | 11.8% | −2.6% |
| 5-year growth | 28.4% | 2.6% |
| Share count change | 2.4% | −2.3% |
| Profitability | ||
| Gross margin | 77.4% | 69.1% |
| Operating margin | 5.1% | 16.5% |
| Net margin | 8.1% | 11.8% |
| FCF margin | 30.0% | 10.1% |
| Return on capital | — | 7.4% |
| Return on equity | 3.5% | 7.3% |
| Balance sheet | ||
| Net debt | — | $1.1B |
| Net debt / EBITDA | — | 1.4x |
| Dividends and buybacks | $73.0M | $863M |
| Valuation & quality | ||
| P/E | 128.3x | — |
| Piotroski F-score | 8 | 4 |
FY17
OKTA $161M
TRMB $2.7B
FY18
OKTA $257M
TRMB $3.1B
FY19
OKTA $399M
TRMB $3.3B
FY20
OKTA $586M
TRMB $3.2B
FY21
OKTA $835M
TRMB $3.7B
FY22
OKTA $1.3B
TRMB $3.7B
FY23
OKTA $1.9B
TRMB $3.8B
FY24
OKTA $2.3B
TRMB $3.7B
FY25
OKTA $2.6B
TRMB $3.6B
FY26
OKTA $2.9B
TRMB —
OKTA
TRMB
FY17
OKTA −46.4%
TRMB 8.9%
FY18
OKTA −43.6%
TRMB 10.2%
FY19
OKTA −30.0%
TRMB 11.5%
FY20
OKTA −31.7%
TRMB 13.3%
FY21
OKTA −24.4%
TRMB 15.3%
FY22
OKTA −59.1%
TRMB 13.9%
FY23
OKTA −43.7%
TRMB 11.8%
FY24
OKTA −22.8%
TRMB 12.5%
FY25
OKTA −2.8%
TRMB 16.5%
FY26
OKTA 5.1%
TRMB —
OKTA
TRMB
FY17
OKTA −$48.4M
TRMB $386M
FY18
OKTA −$31.8M
TRMB $419M
FY19
OKTA −$4.6M
TRMB $516M
FY20
OKTA $40.2M
TRMB $615M
FY21
OKTA $115M
TRMB $704M
FY22
OKTA $91.0M
TRMB $348M
FY23
OKTA $74.0M
TRMB $555M
FY24
OKTA $504M
TRMB $498M
FY25
OKTA $742M
TRMB $361M
FY26
OKTA $875M
TRMB —
OKTA
TRMB
FY17
OKTA —
TRMB 4.3%
FY18
OKTA —
TRMB 8.8%
FY19
OKTA —
TRMB 8.1%
FY20
OKTA —
TRMB 8.6%
FY21
OKTA —
TRMB 9.8%
FY22
OKTA −23.5%
TRMB 7.9%
FY23
OKTA −12.4%
TRMB 5.9%
FY24
OKTA −8.2%
TRMB 4.8%
FY25
OKTA −0.9%
TRMB 7.4%
FY26
OKTA —
TRMB —
OKTA
TRMB
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Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.