Comprehensive Stock Comparison
Compare Dropbox, Inc. (DBX) vs Adobe Inc. (ADBE) vs Box, Inc. (BOX) vs Consensus Cloud Solutions, Inc. (CCSI) 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 | ADBE | 10.8% revenue growth vs CCSI's -0.2% |
| Value | CCSI | Lower P/E (5.3x vs 25.5x) |
| Quality / Margins | ADBE | 30.0% net margin vs KLTR's -7.1% |
| Stability / Safety | BOX | Beta 0.55 vs CCSI's 1.18, lower leverage |
| Dividends | BOX | 0.4% yield; 5-year raise streak; DBX, ADBE, CCSI, KLTR pay no meaningful dividend |
| Momentum (1Y) | CCSI | +14.9% vs ADBE's -40.2% |
| Efficiency (ROA) | ADBE | 24.2% ROA vs KLTR's -7.4%, ROIC 38.9% 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
Dropbox is a cloud storage and content collaboration platform that enables users to store, sync, and share files across devices. It generates revenue primarily through subscription plans — individual, family, and business tiers — with the vast majority coming from paid users who upgrade from the free tier for additional storage and features. Its competitive advantage lies in its seamless cross-platform integration, simple user experience, and strong brand recognition that has created a large installed base of users.
Adobe is a software company that provides creative, document, and customer experience management tools through cloud-based subscription services. It generates revenue primarily from its Digital Media segment — including Creative Cloud and Document Cloud subscriptions — which contributes about 70% of total revenue, with the remaining 30% coming from its Digital Experience platform for marketers and businesses. Adobe's competitive moat lies in its industry-standard creative software ecosystem — Photoshop, Illustrator, and Acrobat are deeply embedded in professional workflows — creating high switching costs and network effects.
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.
Consensus Cloud Solutions is a cloud-based information delivery platform specializing in secure document exchange, particularly for healthcare and regulated industries. It generates revenue primarily through subscription fees for its SaaS faxing solutions — including eFax and corporate fax services — along with electronic signature and healthcare data integration products. The company's competitive advantage lies in its HIPAA-compliant infrastructure and deep integration with electronic health record systems, creating switching costs in the heavily regulated healthcare sector.
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.
Segment breakdown not available.
Financial Metrics Comparison
Side-by-side fundamentals across 5 stocks. BestLagging
Financial Scorecard
ADBE leads in 2 of 6 categories (Financial Metrics, Profitability & Efficiency). DBX leads in 1 (Valuation Metrics). 2 tied.
Financial Metrics (TTM)
ADBE is the larger business by revenue, generating $23.8B annually — 131.4x KLTR's $181M. ADBE is the more profitable business, keeping 30.0% of every revenue dollar as net income compared to KLTR's -7.1%. On growth, ADBE holds the edge at +10.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | DBXDropbox, Inc. | ADBEAdobe Inc. | BOXBox, Inc. | CCSIConsensus Cloud S… | KLTRKaltura, Inc. |
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $2.5B | $23.8B | $1.2B | $350M | $181M |
| EBITDAEarnings before interest/tax | $812M | $9.5B | $100M | $169M | -$4M |
| Net IncomeAfter-tax profit | $508M | $7.1B | $227M | $85M | -$13M |
| Free Cash FlowCash after capex | $931M | $9.9B | $335M | $108M | $15M |
| Gross MarginGross profit ÷ Revenue | +80.1% | +89.1% | +78.9% | +79.8% | +70.2% |
| Operating MarginEBIT ÷ Revenue | +27.3% | +36.6% | +6.1% | +43.0% | -4.9% |
| Net MarginNet income ÷ Revenue | +20.2% | +30.0% | +19.7% | +24.2% | -7.1% |
| FCF MarginFCF ÷ Revenue | +36.9% | +41.4% | +29.1% | +30.7% | +8.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | -1.1% | +10.5% | +9.1% | +0.1% | -1.0% |
| EPS Growth (YoY)Latest quarter vs prior year | +26.5% | +17.1% | -7.8% | +15.2% | +182.6% |
Valuation Metrics
At 6.9x trailing earnings, CCSI trades at a 67% valuation discount to ADBE's 21.2x P/E. On an enterprise value basis, DBX's 5.8x EV/EBITDA is more attractive than BOX's 34.3x.
| Metric | DBXDropbox, Inc. | ADBEAdobe Inc. | BOXBox, Inc. | CCSIConsensus Cloud S… | KLTRKaltura, Inc. |
|---|---|---|---|---|---|
| Market CapShares × price | $1.9B | $115.7B | $3.4B | $633M | $216M |
| Enterprise ValueMkt cap + debt − cash | $3.6B | $114.2B | $3.5B | $1.1B | $236M |
| Trailing P/EPrice ÷ TTM EPS | 17.85x | 21.23x | 17.32x | 6.91x | -6.62x |
| Forward P/EPrice ÷ next-FY EPS est. | 8.37x | 11.20x | 18.30x | 5.28x | 25.50x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.37x | — | — | — |
| EV / EBITDAEnterprise value multiple | 5.78x | 15.03x | 34.33x | 6.74x | — |
| Price / SalesMarket cap ÷ Revenue | 0.76x | 5.38x | 3.11x | 1.81x | 1.21x |
| Price / BookPrice ÷ Book value/share | — | 8.37x | 17.74x | 42.48x | 8.43x |
| Price / FCFMarket cap ÷ FCF | 2.22x | 14.79x | 10.30x | 5.98x | 18.45x |
Profitability & Efficiency
CCSI delivers a 6.1% return on equity — every $100 of shareholder capital generates $6 in annual profit, vs $-72 for KLTR. ADBE carries lower financial leverage with a 0.43x debt-to-equity ratio, signaling a more conservative balance sheet compared to CCSI's 42.14x. On the Piotroski fundamental quality scale (0–9), KLTR scores 7/9 vs CCSI's 5/9, reflecting strong financial health.
| Metric | DBXDropbox, Inc. | ADBEAdobe Inc. | BOXBox, Inc. | CCSIConsensus Cloud S… | KLTRKaltura, Inc. |
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | — | +61.3% | +108.4% | +6.1% | -72.4% |
| ROA (TTM)Return on assets | +17.9% | +24.2% | +14.1% | +12.7% | -7.4% |
| ROICReturn on invested capital | +33.7% | +38.9% | +25.8% | +22.2% | -39.2% |
| ROCEReturn on capital employed | +25.0% | +32.7% | +12.2% | +26.8% | -29.5% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 6 | 5 | 5 | 7 |
| Debt / EquityFinancial leverage | — | 0.43x | 3.66x | 42.14x | 2.15x |
| Net DebtTotal debt minus cash | $1.7B | -$1.6B | $97M | -$65M | $19M |
| Cash & Equiv.Liquid assets | $1.3B | $7.6B | $625M | $75M | $33M |
| Total DebtShort + long-term debt | $3.0B | $6.1B | $721M | $580M | $53M |
| Interest CoverageEBIT ÷ Interest expense | 9.54x | 33.96x | 9.33x | 4.23x | -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, CCSI leads with a +14.9% total return vs ADBE's -40.2%. The 3-year compound annual growth rate (CAGR) favors DBX at 7.0% vs BOX's -11.0% — a key indicator of consistent wealth creation.
| Metric | DBXDropbox, Inc. | ADBEAdobe Inc. | BOXBox, Inc. | CCSIConsensus Cloud S… | KLTRKaltura, Inc. |
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -7.2% | -21.3% | -18.3% | +38.5% | -10.9% |
| 1-Year ReturnPast 12 months | -3.8% | -40.2% | -28.0% | +14.9% | -34.4% |
| 3-Year ReturnCumulative with dividends | +22.5% | -19.0% | -29.4% | -26.7% | -28.0% |
| 5-Year ReturnCumulative with dividends | +7.9% | -44.1% | +24.1% | -15.6% | -88.4% |
| 10-Year ReturnCumulative with dividends | -12.3% | +208.2% | +104.6% | -15.6% | -88.4% |
| CAGR (3Y)Annualised 3-year return | +7.0% | -6.8% | -11.0% | -9.8% | -10.4% |
Risk & Volatility
BOX is the less volatile stock with a 0.55 beta — it tends to amplify market swings less than CCSI's 1.18 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CCSI currently trades 97.7% from its 52-week high vs ADBE's 57.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | DBXDropbox, Inc. | ADBEAdobe Inc. | BOXBox, Inc. | CCSIConsensus Cloud S… | KLTRKaltura, Inc. |
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.75x | 0.86x | 0.55x | 1.18x | 1.06x |
| 52-Week HighHighest price in past year | $32.40 | $453.26 | $38.80 | $30.80 | $2.33 |
| 52-Week LowLowest price in past year | $23.63 | $244.28 | $21.62 | $17.84 | $1.21 |
| % of 52W HighCurrent price vs 52-week peak | +77.1% | +57.9% | +60.7% | +97.7% | +59.7% |
| RSI (14)Momentum oscillator 0–100 | 45.0 | 36.5 | 45.4 | 71.9 | 43.4 |
| Avg Volume (50D)Average daily shares traded | 3.3M | 4.2M | 2.1M | 200K | 259K |
Analyst Outlook
Analyst consensus: DBX as "Buy", ADBE as "Buy", BOX as "Buy", CCSI as "Buy", KLTR as "Buy". Consensus price targets imply 187.8% upside for KLTR (target: $4) vs -16.9% for CCSI (target: $25). BOX is the only dividend payer here at 0.43% yield — a key consideration for income-focused portfolios.
| Metric | DBXDropbox, Inc. | ADBEAdobe Inc. | BOXBox, Inc. | CCSIConsensus Cloud S… | KLTRKaltura, Inc. |
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $26.50 | $375.94 | $36.00 | $25.00 | $4.00 |
| # AnalystsCovering analysts | 15 | 61 | 28 | 6 | 9 |
| Dividend YieldAnnual dividend ÷ price | — | — | +0.4% | — | — |
| Dividend StreakConsecutive years of raises | — | 0 | 5 | 1 | — |
| Dividend / ShareAnnual DPS | — | — | $0.10 | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +64.1% | +8.2% | +6.2% | +3.6% | +1.4% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Oct 21 | Feb 26 | Change |
|---|---|---|---|
| Dropbox, Inc. (DBX) | 100 | 87.16 | -12.8% |
| Adobe Inc. (ADBE) | 100 | 50.8 | -49.2% |
| Box, Inc. (BOX) | 100 | 104.31 | +4.3% |
| Consensus Cloud Sol… (CCSI) | 126.3 | 62.5 | -50.5% |
| Kaltura, Inc. (KLTR) | 100 | 15.14 | -84.9% |
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 |
|---|---|---|---|
| Dropbox, Inc. (DBX) | $845M | $2.5B | +201.6% |
| Adobe Inc. (ADBE) | $5.9B | $21.5B | +267.3% |
| Box, Inc. (BOX) | $303M | $1.1B | +260.1% |
| Consensus Cloud Sol… (CCSI) | $323M | $350M | +8.4% |
| Kaltura, Inc. (KLTR) | $97M | $179M | +83.6% |
Chart 3Net Margin Trend — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Dropbox, Inc. (DBX) | -24.9% | 17.7% | +171.3% |
| Adobe Inc. (ADBE) | 20.0% | 25.9% | +29.5% |
| Box, Inc. (BOX) | -67.0% | 22.4% | +133.5% |
| Consensus Cloud Sol… (CCSI) | 66.0% | 24.2% | -63.4% |
| Kaltura, Inc. (KLTR) | -16.0% | -17.5% | -9.5% |
Chart 4P/E Ratio History — 9 Years
| Stock | 2017 | 2025 | Change |
|---|---|---|---|
| Dropbox, Inc. (DBX) | 28.9 | 21.5 | -25.6% |
| Adobe Inc. (ADBE) | 51.8 | 36 | -30.5% |
| Box, Inc. (BOX) | 142.3 | 22 | -84.5% |
| Consensus Cloud Sol… (CCSI) | 8.9 | 5 | -43.8% |
Dropbox, Inc. has traded in a 15x–29x P/E range over 4 years; current trailing P/E is ~18x. Adobe Inc. has traded in a 33x–57x P/E range over 8 years; current trailing P/E is ~21x.
Chart 5EPS Growth — 10 Years
| Stock | 2016 | 2025 | Change |
|---|---|---|---|
| Dropbox, Inc. (DBX) | -0.59 | 1.4 | +337.3% |
| Adobe Inc. (ADBE) | 2.32 | 12.36 | +432.8% |
| Box, Inc. (BOX) | -1.67 | 1.36 | +181.4% |
| Consensus Cloud Sol… (CCSI) | 10.62 | 4.35 | -59.0% |
| Kaltura, Inc. (KLTR) | -0.12 | -0.21 | -75.0% |
Chart 6Free Cash Flow — 5 Years
Dropbox, Inc. generated $872M FCF in 2024 (+24% vs 2021). Adobe Inc. generated $8B FCF in 2024 (+14% vs 2021).
DBX vs ADBE vs BOX vs CCSI vs KLTR: Key Questions Answered
9 questions · data-driven answers · updated daily
01Is DBX or ADBE or BOX or CCSI or KLTR a better buy right now?
Consensus Cloud Solutions, Inc. (CCSI) offers the better valuation at 6.9x trailing P/E (5.3x forward), making it the more compelling value choice. Analysts rate Dropbox, Inc. (DBX) a "Buy" — based on 15 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 — DBX or ADBE or BOX or CCSI or KLTR?
On trailing P/E, Consensus Cloud Solutions, Inc. (CCSI) is the cheapest at 6.9x versus Adobe Inc. at 21.2x. On forward P/E, Consensus Cloud Solutions, Inc. is actually cheaper at 5.3x.
03Which is the better long-term investment — DBX or ADBE or BOX or CCSI 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: ADBE returned +208.2% 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 — DBX or ADBE or BOX or CCSI or KLTR?
By beta (market sensitivity over 5 years), Box, Inc. (BOX) is the lower-risk stock at 0.55β versus Consensus Cloud Solutions, Inc.'s 1.18β — meaning CCSI is approximately 117% more volatile than BOX relative to the S&P 500. On balance sheet safety, Adobe Inc. (ADBE) carries a lower debt/equity ratio of 43% versus 42% for Consensus Cloud Solutions, Inc. — giving it more financial flexibility in a downturn.
05Which has better profit margins — DBX or ADBE or BOX or CCSI or KLTR?
Adobe Inc. (ADBE) is the more profitable company, earning 25.9% net margin versus -17.5% for Kaltura, Inc. — meaning it keeps 25.9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CCSI leads at 43.0% versus -13.5% for KLTR. At the gross margin level — before operating expenses — ADBE leads at 89.0%, 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 DBX or ADBE or BOX or CCSI or KLTR more undervalued right now?
On forward earnings alone, Consensus Cloud Solutions, Inc. (CCSI) trades at 5.3x forward P/E versus 25.5x for Kaltura, Inc. — 20.2x 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 — DBX or ADBE or BOX or CCSI or KLTR?
In this comparison, BOX (0.4% yield) pays a dividend. DBX, ADBE, CCSI, KLTR do not pay a meaningful dividend and should not be held primarily for income.
08Is DBX or ADBE or BOX or CCSI 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%, CCSI: -15.6%), 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 DBX and ADBE and BOX and CCSI 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: DBX is a small-cap deep-value stock; ADBE is a mid-cap quality compounder stock; BOX is a small-cap deep-value stock; CCSI 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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