Okta vs Trimble
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KIRA’s take AI analyst
I put Okta and Trimble side by side, using each one’s latest annual report. Here is what stands out:
- 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%).
- Okta turned more of its sales into free cash flow (30.0% FCF margin, against 10.1%).
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Okta
OKTA
5/9
Revenue growth5-year growthGross marginFCF marginPiotroski F-score
Trimble
TRMB
4/9
Operating marginNet marginReturn on equityShare count change
Side by side
Best in the row
| Latest fiscal year | OKTA FY26 | TRMB FY25 |
|---|---|---|
| Size | ||
| Market cap | $39.3B | $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 | 132.5x | — |
| Piotroski F-score | 8 | 4 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.