Comprehensive Stock Comparison
Compare Kaltura, Inc. (KLTR) vs Dropbox, Inc. (DBX) 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 | KLTR | 2.0% revenue growth vs DBX's 1.9% |
| Value | DBX | Lower P/E (8.4x vs 25.5x) |
| Quality / Margins | DBX | 20.2% net margin vs KLTR's -7.1% |
| Stability / Safety | DBX | Beta 0.75 vs KLTR's 1.06 |
| Dividends | Tie | Neither pays a meaningful dividend |
| Momentum (1Y) | DBX | -3.8% vs KLTR's -34.4% |
| Efficiency (ROA) | DBX | 17.9% ROA vs KLTR's -7.4%, ROIC 33.7% 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
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.
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.
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
DBX leads in 5 of 6 categories — strongest in Financial Metrics and Valuation Metrics.
Financial Metrics (TTM)
DBX is the larger business by revenue, generating $2.5B annually — 13.9x KLTR's $181M. DBX is the more profitable business, keeping 20.2% of every revenue dollar as net income compared to KLTR's -7.1%.
| Metric | KLTRKaltura, Inc. | DBXDropbox, Inc. |
|---|---|---|
| RevenueTrailing 12 months | $181M | $2.5B |
| EBITDAEarnings before interest/tax | -$4M | $812M |
| Net IncomeAfter-tax profit | -$13M | $508M |
| Free Cash FlowCash after capex | $15M | $931M |
| Gross MarginGross profit ÷ Revenue | +70.2% | +80.1% |
| Operating MarginEBIT ÷ Revenue | -4.9% | +27.3% |
| Net MarginNet income ÷ Revenue | -7.1% | +20.2% |
| FCF MarginFCF ÷ Revenue | +8.1% | +36.9% |
| Rev. Growth (YoY)Latest quarter vs prior year | -1.0% | -1.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +182.6% | +26.5% |
Valuation Metrics
| Metric | KLTRKaltura, Inc. | DBXDropbox, Inc. |
|---|---|---|
| Market CapShares × price | $216M | $1.9B |
| Enterprise ValueMkt cap + debt − cash | $236M | $3.6B |
| Trailing P/EPrice ÷ TTM EPS | -6.62x | 17.85x |
| Forward P/EPrice ÷ next-FY EPS est. | 25.50x | 8.37x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | 5.78x |
| Price / SalesMarket cap ÷ Revenue | 1.21x | 0.76x |
| Price / BookPrice ÷ Book value/share | 8.43x | — |
| Price / FCFMarket cap ÷ FCF | 18.45x | 2.22x |
Profitability & Efficiency
On the Piotroski fundamental quality scale (0–9), KLTR scores 7/9 vs DBX's 6/9, reflecting strong financial health.
| Metric | KLTRKaltura, Inc. | DBXDropbox, Inc. |
|---|---|---|
| ROE (TTM)Return on equity | -72.4% | — |
| ROA (TTM)Return on assets | -7.4% | +17.9% |
| ROICReturn on invested capital | -39.2% | +33.7% |
| ROCEReturn on capital employed | -29.5% | +25.0% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 |
| Debt / EquityFinancial leverage | 2.15x | — |
| Net DebtTotal debt minus cash | $19M | $1.7B |
| Cash & Equiv.Liquid assets | $33M | $1.3B |
| Total DebtShort + long-term debt | $53M | $3.0B |
| Interest CoverageEBIT ÷ Interest expense | -1.35x | 9.54x |
Total Returns (with DRIP)
A $10,000 investment in DBX five years ago would be worth $10,795 today (with dividends reinvested), compared to $1,158 for KLTR. Over the past 12 months, DBX leads with a -3.8% total return vs KLTR's -34.4%. The 3-year compound annual growth rate (CAGR) favors DBX at 7.0% vs KLTR's -10.4% — a key indicator of consistent wealth creation.
| Metric | KLTRKaltura, Inc. | DBXDropbox, Inc. |
|---|---|---|
| YTD ReturnYear-to-date | -10.9% | -7.2% |
| 1-Year ReturnPast 12 months | -34.4% | -3.8% |
| 3-Year ReturnCumulative with dividends | -28.0% | +22.5% |
| 5-Year ReturnCumulative with dividends | -88.4% | +7.9% |
| 10-Year ReturnCumulative with dividends | -88.4% | -12.3% |
| CAGR (3Y)Annualised 3-year return | -10.4% | +7.0% |
Risk & Volatility
DBX is the less volatile stock with a 0.75 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. DBX currently trades 77.1% from its 52-week high vs KLTR's 59.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | KLTRKaltura, Inc. | DBXDropbox, Inc. |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.06x | 0.75x |
| 52-Week HighHighest price in past year | $2.33 | $32.40 |
| 52-Week LowLowest price in past year | $1.21 | $23.63 |
| % of 52W HighCurrent price vs 52-week peak | +59.7% | +77.1% |
| RSI (14)Momentum oscillator 0–100 | 43.4 | 45.0 |
| Avg Volume (50D)Average daily shares traded | 259K | 3.3M |
Analyst Outlook
Wall Street rates KLTR as "Buy" and DBX as "Buy". Consensus price targets imply 187.8% upside for KLTR (target: $4) vs 6.0% for DBX (target: $27).
| Metric | KLTRKaltura, Inc. | DBXDropbox, Inc. |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $4.00 | $26.50 |
| # AnalystsCovering analysts | 9 | 15 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | +1.4% | +64.1% |
Historical Charts
Charts are rendered on first load. Hover for details.
Chart 1Total Return — 5 Years (Rebased to 100)
| Stock | Jul 21 | Feb 26 | Change |
|---|---|---|---|
| Kaltura, Inc. (KLTR) | 100 | 13.25 | -86.8% |
| Dropbox, Inc. (DBX) | 100 | 81.98 | -18.0% |
Dropbox, Inc. (DBX) returned +8% over 5 years vs Kaltura, Inc. (KLTR)'s -88%. A $10,000 investment in DBX 5 years ago would be worth $10,795 today (including dividends reinvested).
Chart 2Revenue Growth — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| Kaltura, Inc. (KLTR) | $97M | $179M | +83.6% |
| Dropbox, Inc. (DBX) | $604M | $2.5B | +322.0% |
Dropbox, Inc.'s revenue grew from $604M (2015) to $2.5B (2024) — a 17.3% CAGR.
Chart 3Net Margin Trend — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| Kaltura, Inc. (KLTR) | -16.0% | -17.5% | -9.5% |
| Dropbox, Inc. (DBX) | -54.0% | 17.7% | +132.9% |
Dropbox, Inc.'s net margin went from -54% (2015) to 18% (2024).
Chart 4P/E Ratio History — 4 Years
| Stock | 2021 | 2024 | Change |
|---|---|---|---|
| Dropbox, Inc. (DBX) | 28.9 | 21.5 | -25.6% |
Dropbox, Inc. has traded in a 15x–29x P/E range over 4 years; current trailing P/E is ~18x.
Chart 5EPS Growth — 10 Years
| Stock | 2015 | 2024 | Change |
|---|---|---|---|
| Kaltura, Inc. (KLTR) | -0.12 | -0.21 | -75.0% |
| Dropbox, Inc. (DBX) | -1.74 | 1.4 | +180.5% |
Dropbox, Inc.'s EPS grew from $-1.74 (2015) to $1.40 (2024).
Chart 6Free Cash Flow — 5 Years
Kaltura, Inc. generated $12M FCF in 2024 (+142% vs 2021). Dropbox, Inc. generated $872M FCF in 2024 (+24% vs 2021).
KLTR vs DBX: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is KLTR or DBX a better buy right now?
Dropbox, Inc. (DBX) offers the better valuation at 17.9x trailing P/E (8.4x forward), making it the more compelling value choice. Analysts rate Kaltura, Inc. (KLTR) a "Buy" — based on 9 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 — KLTR or DBX?
On forward P/E, Dropbox, Inc. is actually cheaper at 8.4x.
03Which is the better long-term investment — KLTR or DBX?
Over the past 5 years, Dropbox, Inc. (DBX) delivered a total return of +7.9%, compared to -88.4% for Kaltura, Inc. (KLTR). A $10,000 investment in DBX five years ago would be worth approximately $11K today (assuming dividends reinvested). Over 10 years, the gap is even starker: DBX returned -12.3% 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 — KLTR or DBX?
By beta (market sensitivity over 5 years), Dropbox, Inc. (DBX) is the lower-risk stock at 0.75β versus Kaltura, Inc.'s 1.06β — meaning KLTR is approximately 41% more volatile than DBX relative to the S&P 500.
05Which has better profit margins — KLTR or DBX?
Dropbox, Inc. (DBX) is the more profitable company, earning 17.7% net margin versus -17.5% for Kaltura, Inc. — meaning it keeps 17.7% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: DBX leads at 19.1% versus -13.5% for KLTR. At the gross margin level — before operating expenses — DBX leads at 82.5%, 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 KLTR or DBX more undervalued right now?
On forward earnings alone, Dropbox, Inc. (DBX) trades at 8.4x forward P/E versus 25.5x for Kaltura, Inc. — 17.1x 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 — KLTR or DBX?
None of the stocks in this comparison currently pay a material dividend. All are effectively zero-yield and should be held for capital appreciation rather than income.
08Is KLTR or DBX better for a retirement portfolio?
For long-horizon retirement investors, Dropbox, Inc. (DBX) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.75)). Both have compounded well over 10 years (DBX: -12.3%, 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 KLTR and DBX?
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: KLTR is a small-cap quality compounder stock; DBX is a small-cap deep-value 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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