Comprehensive Stock Comparison
Compare Box, Inc. (BOX) vs Kaltura, Inc. (KLTR) Stock
Analyze side-by-side fundamentals, valuation, growth, and profitability to decide which stock is the better buy.
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Quick Verdict
| Category | Winner | Why |
|---|---|---|
| Growth | BOX | 5.0% revenue growth vs KLTR's 2.0% |
| Value | BOX | Lower P/E (18.3x vs 25.5x) |
| Quality / Margins | BOX | 19.7% net margin vs KLTR's -7.1% |
| Stability / Safety | BOX | Beta 0.55 vs KLTR's 1.06 |
| Dividends | BOX | 0.4% yield; 5-year raise streak; KLTR pays no meaningful dividend |
| Momentum (1Y) | BOX | -28.0% vs KLTR's -34.4% |
| Efficiency (ROA) | BOX | 14.1% ROA vs KLTR's -7.4%, ROIC 25.8% vs -39.2% |
Who Each Stock Is For
Income & stability
Growth exposure
Long-term compounding (10Y)
Sleep-well-at-night portfolio
Defensive / Recession hedge
Business Model
What each company does and how it makes money
Box is a cloud content management platform that helps organizations securely store, share, and collaborate on files from any device. It generates revenue primarily through subscription fees for its SaaS platform — with enterprise customers accounting for the majority of its recurring revenue — and additional services like implementation and support. The company's competitive advantage lies in its deep security and compliance features — particularly for regulated industries — and its extensive enterprise integrations that create switching costs.
Kaltura is a video technology company that provides a cloud-based platform for creating, managing, and distributing video content across various applications. It generates revenue primarily through subscription-based SaaS offerings — including video products for communication and collaboration, TV solutions for media companies, and developer-focused media services — with enterprise and education clients forming its core customer base. The company's competitive advantage lies in its comprehensive, API-driven platform that integrates video creation, management, distribution, and monetization into a single unified system, serving diverse industries from a common technology foundation.
Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 2 stocks. BestLagging
Financial Scorecard
BOX leads in 3 of 6 categories (Financial Metrics, Profitability & Efficiency). KLTR leads in 1 (Valuation Metrics). 1 tied.
Financial Metrics (TTM)
BOX is the larger business by revenue, generating $1.2B annually — 6.4x KLTR's $181M. BOX is the more profitable business, keeping 19.7% of every revenue dollar as net income compared to KLTR's -7.1%. On growth, BOX holds the edge at +9.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | BOXBox, Inc. | KLTRKaltura, Inc. |
|---|---|---|
| RevenueTrailing 12 months | $1.2B | $181M |
| EBITDAEarnings before interest/tax | $100M | -$4M |
| Net IncomeAfter-tax profit | $227M | -$13M |
| Free Cash FlowCash after capex | $335M | $15M |
| Gross MarginGross profit ÷ Revenue | +78.9% | +70.2% |
| Operating MarginEBIT ÷ Revenue | +6.1% | -4.9% |
| Net MarginNet income ÷ Revenue | +19.7% | -7.1% |
| FCF MarginFCF ÷ Revenue | +29.1% | +8.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | +9.1% | -1.0% |
| EPS Growth (YoY)Latest quarter vs prior year | -7.8% | +182.6% |
Valuation Metrics
| Metric | BOXBox, Inc. | KLTRKaltura, Inc. |
|---|---|---|
| Market CapShares × price | $3.4B | $216M |
| Enterprise ValueMkt cap + debt − cash | $3.5B | $236M |
| Trailing P/EPrice ÷ TTM EPS | 17.32x | -6.62x |
| Forward P/EPrice ÷ next-FY EPS est. | 18.30x | 25.50x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 34.33x | — |
| Price / SalesMarket cap ÷ Revenue | 3.11x | 1.21x |
| Price / BookPrice ÷ Book value/share | 17.74x | 8.43x |
| Price / FCFMarket cap ÷ FCF | 10.30x | 18.45x |
Profitability & Efficiency
BOX delivers a 108.4% return on equity — every $100 of shareholder capital generates $108 in annual profit, vs $-72 for KLTR. KLTR carries lower financial leverage with a 2.15x debt-to-equity ratio, signaling a more conservative balance sheet compared to BOX's 3.66x. On the Piotroski fundamental quality scale (0–9), KLTR scores 7/9 vs BOX's 5/9, reflecting strong financial health.
| Metric | BOXBox, Inc. | KLTRKaltura, Inc. |
|---|---|---|
| ROE (TTM)Return on equity | +108.4% | -72.4% |
| ROA (TTM)Return on assets | +14.1% | -7.4% |
| ROICReturn on invested capital | +25.8% | -39.2% |
| ROCEReturn on capital employed | +12.2% | -29.5% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 7 |
| Debt / EquityFinancial leverage | 3.66x | 2.15x |
| Net DebtTotal debt minus cash | $97M | $19M |
| Cash & Equiv.Liquid assets | $625M | $33M |
| Total DebtShort + long-term debt | $721M | $53M |
| Interest CoverageEBIT ÷ Interest expense | 9.33x | -1.35x |
Total Returns (with DRIP)
A $10,000 investment in BOX five years ago would be worth $12,408 today (with dividends reinvested), compared to $1,158 for KLTR. Over the past 12 months, BOX leads with a -28.0% total return vs KLTR's -34.4%. The 3-year compound annual growth rate (CAGR) favors KLTR at -10.4% vs BOX's -11.0% — a key indicator of consistent wealth creation.
| Metric | BOXBox, Inc. | KLTRKaltura, Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -18.3% | -10.9% |
| 1-Year ReturnPast 12 months | -28.0% | -34.4% |
| 3-Year ReturnCumulative with dividends | -29.4% | -28.0% |
| 5-Year ReturnCumulative with dividends | +24.1% | -88.4% |
| 10-Year ReturnCumulative with dividends | +104.6% | -88.4% |
| CAGR (3Y)Annualised 3-year return | -11.0% | -10.4% |
Risk & Volatility
BOX is the less volatile stock with a 0.55 beta — it tends to amplify market swings less than KLTR's 1.06 beta. A beta below 1.0 means the stock typically moves less than the S&P 500.
| Metric | BOXBox, Inc. | KLTRKaltura, Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.55x | 1.06x |
| 52-Week HighHighest price in past year | $38.80 | $2.33 |
| 52-Week LowLowest price in past year | $21.62 | $1.21 |
| % of 52W HighCurrent price vs 52-week peak | +60.7% | +59.7% |
| RSI (14)Momentum oscillator 0–100 | 45.4 | 43.4 |
| Avg Volume (50D)Average daily shares traded | 2.1M | 259K |
Analyst Outlook
Wall Street rates BOX as "Buy" and KLTR as "Buy". Consensus price targets imply 187.8% upside for KLTR (target: $4) vs 52.9% for BOX (target: $36). BOX is the only dividend payer here at 0.43% yield — a key consideration for income-focused portfolios.
| Metric | BOXBox, Inc. | KLTRKaltura, Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $36.00 | $4.00 |
| # AnalystsCovering analysts | 28 | 9 |
| Dividend YieldAnnual dividend ÷ price | +0.4% | — |
| Dividend StreakConsecutive years of raises | 5 | — |
| Dividend / ShareAnnual DPS | $0.10 | — |
| Buyback YieldShare repurchases ÷ mkt cap | +6.2% | +1.4% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Aug 21 | Feb 26 | Change |
|---|---|---|---|
| Box, Inc. (BOX) | 100 | 106.07 | +6.1% |
| Kaltura, Inc. (KLTR) | 105.75 | 13.25 | -87.5% |
Box, Inc. (BOX) returned +24% over 5 years vs Kaltura, Inc. (KLTR)'s -88%. A $10,000 investment in BOX 5 years ago would be worth $12,408 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Box, Inc. (BOX) | $303M | $1.1B | +260.1% |
| Kaltura, Inc. (KLTR) | $97M | $179M | +83.6% |
Box, Inc.'s revenue grew from $303M (2016) to $1.1B (2025) — a 15.3% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Box, Inc. (BOX) | -67.0% | 22.4% | +133.5% |
| Kaltura, Inc. (KLTR) | -16.0% | -17.5% | -9.5% |
Box, Inc.'s net margin went from -67% (2016) to 22% (2025).
Chart 4P/E Ratio History — 3 Years
| Stock | 2023 | 2025 | Change |
|---|---|---|---|
| Box, Inc. (BOX) | 142.3 | 22 | -84.5% |
Box, Inc. has traded in a 22x–142x P/E range over 3 years; current trailing P/E is ~17x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Box, Inc. (BOX) | -1.67 | 1.36 | +181.4% |
| Kaltura, Inc. (KLTR) | -0.12 | -0.21 | -75.0% |
Box, Inc.'s EPS grew from $-1.67 (2016) to $1.36 (2025).
Chart 6Free Cash Flow — 5 Years
Box, Inc. generated $330M FCF in 2025 (+83% vs 2021). Kaltura, Inc. generated $12M FCF in 2024 (+142% vs 2021).
BOX vs KLTR: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is BOX or KLTR a better buy right now?
Box, Inc. (BOX) offers the better valuation at 17.3x trailing P/E (18.3x forward), making it the more compelling value choice. Analysts rate Box, Inc. (BOX) a "Buy" — based on 28 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — BOX or KLTR?
On forward P/E, Box, Inc. is actually cheaper at 18.3x.
03Which is the better long-term investment — BOX or KLTR?
Over the past 5 years, Box, Inc. (BOX) delivered a total return of +24.1%, compared to -88.4% for Kaltura, Inc. (KLTR). A $10,000 investment in BOX five years ago would be worth approximately $12K today (assuming dividends reinvested). Over 10 years, the gap is even starker: BOX returned +104.6% versus KLTR's -88.4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BOX or KLTR?
By beta (market sensitivity over 5 years), Box, Inc. (BOX) is the lower-risk stock at 0.55β versus Kaltura, Inc.'s 1.06β — meaning KLTR is approximately 95% more volatile than BOX relative to the S&P 500. On balance sheet safety, Kaltura, Inc. (KLTR) carries a lower debt/equity ratio of 2% versus 4% for Box, Inc. — giving it more financial flexibility in a downturn.
05Which has better profit margins — BOX or KLTR?
Box, Inc. (BOX) is the more profitable company, earning 22.4% net margin versus -17.5% for Kaltura, Inc. — meaning it keeps 22.4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: BOX leads at 7.3% versus -13.5% for KLTR. At the gross margin level — before operating expenses — BOX leads at 79.1%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is BOX or KLTR more undervalued right now?
On forward earnings alone, Box, Inc. (BOX) trades at 18.3x forward P/E versus 25.5x for Kaltura, Inc. — 7.2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for KLTR: 187.8% to $4.00.
07Which pays a better dividend — BOX or KLTR?
In this comparison, BOX (0.4% yield) pays a dividend. KLTR does not pay a meaningful dividend and should not be held primarily for income.
08Is BOX or KLTR better for a retirement portfolio?
For long-horizon retirement investors, Box, Inc. (BOX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.55), +104.6% 10Y return). Both have compounded well over 10 years (BOX: +104.6%, KLTR: -88.4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between BOX and KLTR?
Both stocks operate in the Technology sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both. In terms of investment character: BOX is a small-cap deep-value stock; KLTR is a small-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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