GENI vs NTAP vs SMWB Stock Comparison

Genius Sports, NetApp and Similarweb Prices as of Oct 28, 2026 Peers: Industry group
GENI Genius Sports Ltd
$6.36 +3.4% 1M -46.2% 1Y
Market cap
$3.22B
P/E
–
Revenue (TTM)
$790.23M
Div. yield
–
Data Infrastructure Technology
2 wins
NTAP NetApp, Inc.
$223.66 +9.4% 1M +93.0% 1Y
Market cap
$43.84B
P/E
30.9x
Revenue (TTM)
$7.39B
Div. yield
0.93%
Server and Storage Hardware Technology
7 wins
SMWB Similarweb Ltd.
$9.09 +19.6% 1M +1.1% 1Y
Market cap
$790.49M
P/E
–
Revenue (TTM)
$295.61M
Div. yield
–
Analytics and BI Technology

Head to Head

9 decided of 12

NetApp leads on 7 of the 12 questions below (NetApp 7, Genius Sports 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionGENINTAPSMWBLeader
Larger companyMarket capitalisation $3.22B $43.84B $790.49M NTAP
Cheaper on earningsLower P/E, profitable companies only -8.9x 30.9x -35.4x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 21.3x 41.3x NTAP
Faster revenue growthRevenue growth, trailing twelve months +41.5% +12.2% +10.2% GENI
More profitableNet margin, trailing twelve months -23.0% 19.2% -7.4% NTAP
Better return on capitalReturn on invested capital — 36.7% — –
Less leveragedLower net debt / EBITDA -12.0x -0.5x — GENI
Higher dividend yieldTrailing dividend yield — 0.93% — –
Better 1-year returnPrice return, last 12 months -46.2% +93.0% +1.1% NTAP
Better 5-year returnAnnualised price return, 5 years -19.3%/yr +20.2%/yr -13.9%/yr NTAP
Less volatileAnnualised volatility, 1 year 74.8% 44.8% 81.1% NTAP
Higher overall scoreMean of the five percentile scores vs peers 36/100 58/100 36/100 NTAP

Percentile Scorecard

GENINTAPSMWB

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisGENINTAPSMWB
Valuation 47 #66 of 124 41 #66 of 111 29 #72 of 101
Growth 32 #77 of 113 52 #52 of 108 63 #37 of 97
Profitability 45 #60 of 109 93 #8 of 104 42 #55 of 94
Financial Health 18 #105 of 127 29 #82 of 115 26 #80 of 108
Shareholder Returns – 73 #22 of 78 22 #50 of 64
Overall 36 58 36
  • GENI ranked among 137 companies in Infrastructure Software
  • NTAP ranked among 121 companies in Computer Hardware
  • SMWB ranked among 114 companies in Business Applications

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodGENINTAPSMWBSPY
1 month +3.4%+9.4%+19.6% +0.9%
3 months -13.1%+29.1%+26.2% +5.9%
6 months +49.6%+105.9%+235.4% +8.5%
Year to date -42.3%+108.9%+21.4% +13.3%
1 year -46.2%+93.0%+1.1% +12.4%
3 years +35.6%+211.5%+78.6% +88.1%
3 years, per year +10.7%+46.1%+21.3% +23.5%
5 years -65.7%+150.5%-52.8% +68.2%
5 years, per year -19.3%+20.2%-13.9% +11.0%
10 years —+562.5%— +263.4%
10 years, per year —+20.8%— +13.8%

Risk

MeasureGENINTAPSMWBSPY
Volatility, 1Y 74.8%44.8%81.1% 12.7%
Downside volatility, 1Y 75.7%38.8%89.7% 12.7%
Beta vs S&P 500, 1Y 1.691.381.79 1.00
Return / volatility, 1Y -0.622.070.01 0.98
Max drawdown, 5Y -88.4%-43.5%-88.4% -25.4%
From 52-week high -46.2%-6.5%-1.9% -0.9%
52-week high $11.82$239.18$9.27 $779.14
52-week low $3.92$94.11$2.33 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleGENINTAPSMWB
P/E now vs peer median -8.9xmedian 37.9x 30.9xmedian 33.5x -35.4xmedian 27.6x
P/S now vs peer median 4.1xmedian 4.4x 5.9xmedian 2.8x 2.7xmedian 2.7x
EV/EBITDA now vs peer median -73.3xmedian 34.5x 21.0xmedian 19.6x -311.7xmedian 17.4x
P/FCF now vs peer median -64.7xmedian 26.6x 26.6xmedian 29.8x 51.2xmedian 15.8x
P/B now vs peer median 4.7xmedian 3.4x 29.3xmedian 2.9x 34.7xmedian 3.2x
PEG now vs peer median -1.43median 1.24 3.77median 1.10 -1.17median 0.84

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsGENINTAPSMWB
Revenue $790.23M $7.39B $295.61M
Gross profit $216.86M $5.22B $235.99M
Operating income -$148.94M $1.85B -$11.06M
Net income -$181.64M $1.42B -$21.78M
Free cash flow -$49.83M $1.65B $15.44M
R&D $38.20M $1.02B $73.83M
EPS (diluted) $-0.71 $7.09 $-0.26
Cash & equivalents $155.08M $1.57B $73.90M
Total debt $785.33M $2.49B –
Shares (diluted) 254.76M 200.00M 84.82M
Enterprise value $2.38B $26.65B $513.44M

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricGENINTAPSMWB
P/E -8.9x 30.9x -35.4x
P/FCF -64.7x 26.6x 51.2x
P/Operating cash flow -103.7x 23.1x 55.8x
P/S 4.1x 5.9x 2.7x
P/B 4.7x 29.3x 34.7x
P/Tangible book -45.7x 30.1x 34.7x
EV/EBITDA -73.3x 21.0x -311.7x
EV/EBIT -25.9x 23.1x -64.8x
EV/Revenue 4.9x 5.8x 2.4x
EV/FCF -77.3x 25.9x 46.4x
EV/Operating cash flow -124.0x 22.5x 50.6x
PEG (3Y EPS CAGR) -1.43 3.77 -1.17

Growth

14 metrics
MetricGENINTAPSMWB
Revenue growth (1Y) 41.5% 12.2% 10.2%
Revenue CAGR (3Y) 29.0% 6.0% 12.5%
Gross profit growth (1Y) 64.8% 13.2% 12.1%
Gross profit CAGR (3Y) 71.2% 7.9% 14.6%
Operating income growth (1Y) -30.2% 35.6% 50.2%
Operating income CAGR (3Y) -11.0% 25.3% 42.5%
Net income growth (1Y) -133.3% 21.1% 25.1%
Net income CAGR (3Y) -1.8% 5.5% 27.5%
EPS growth (1Y) -93.2% 22.9% 28.7%
EPS CAGR (3Y) 6.3% 8.2% 30.2%
Operating cash flow growth (1Y) -158.3% 3.2% -30.9%
Operating cash flow CAGR (3Y) -9.0% 14.0% 33.8%
Free cash flow growth (1Y) -211.2% -0.5% -29.0%
Free cash flow CAGR (3Y) -20.2% 15.5% 33.7%

Profitability

14 metrics
MetricGENINTAPSMWB
Gross margin 27.4% 70.6% 79.8%
EBITDA margin -6.7% 27.5% -0.8%
Operating margin -18.8% 25.0% -3.7%
Pretax margin -21.3% 24.7% -5.9%
Net margin -23.0% 19.2% -7.4%
FCF margin -6.3% 22.3% 5.2%
Operating cash flow margin -3.9% 25.7% 4.8%
Return on equity -0.1% 99.6% -108.3%
Return on assets -11.0% 13.1% -8.8%
Return on invested capital – 36.7% –
Return on capital employed -13.6% 29.4% -19.5%
Asset turnover 0.5x 0.7x 1.1x
Cash conversion (OCF / net income) 0.2x 1.3x -0.7x
Stock comp / revenue 11.8% 5.4% 6.2%

Financial Health

11 metrics
MetricGENINTAPSMWB
Debt / assets 37.1% 22.7% –
Debt / equity 1.1x 1.7x –
Net debt / EBITDA -12.0x -0.5x –
Debt / FCF -15.8x 1.5x –
Liabilities / assets 67.7% 86.4% 91.9%
Equity / assets 32.3% 13.6% 8.1%
Interest coverage – – –
Current ratio 1.0x 1.2x 0.8x
Quick ratio 0.8x 1.0x 0.6x
Cash ratio 0.3x 0.8x 0.3x
Altman Z-score 0.60 4.16 0.50

Shareholder Returns

7 metrics
MetricGENINTAPSMWB
Dividend yield – 0.9% –
Net buyback yield – 1.7% -0.3%
Shareholder yield – 2.6% -0.3%
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusGENINTAPSMWB
Forward P/E – 21.3xFY2026 41.3xFY2026
EPS, next fiscal year $-0.31FY2026 $10.50FY2026 $0.22FY2026
EPS growth, next FY – +29.2%FY2026 +266.7%FY2026
EPS growth, the year after – +8.7% +36.4%
Revenue, next fiscal year $1.05BFY2026 $8.49BFY2026 $332.14MFY2026
Revenue growth, next FY +57.2%FY2026 +22.7%FY2026 +17.5%FY2026
Revenue growth, the year after +16.9% +8.6% +0.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersGENINTAPSMWB
Held by institutions 93.6% 97.4% 45.9%
Institutions holding 273 959 68
Change in shares held, QoQ +7.7% -1.0% -7.8%
Institutions buying 179 501 36
Institutions selling 70 336 18
Buyers to sellers 2.56 1.49 2.00

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

GENINTAPSMWB
GENI 1.00 0.15 0.18
NTAP 0.15 1.00 0.15
SMWB 0.18 0.15 1.00

Add a Peer

Largest companies in the same industry

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Frequently Asked Questions

Which is bigger, GENI, NTAP and SMWB?

NetApp (NTAP) is the largest by market capitalisation: Genius Sports (GENI) $3.22B, NetApp (NTAP) $43.84B, Similarweb (SMWB) $790.49M.

Which company is growing faster?

Genius Sports (GENI) grew revenue fastest over the trailing twelve months: Genius Sports (GENI) +41.5%, NetApp (NTAP) +12.2%, Similarweb (SMWB) +10.2%.

Which company is more profitable?

NetApp (NTAP) has the highest net margin (Genius Sports (GENI) -23.0%, NetApp (NTAP) 19.2%, Similarweb (SMWB) -7.4%).

Which stock has performed better?

Over the past year NetApp (NTAP) returned the most: Genius Sports (GENI) -46.2%, NetApp (NTAP) +93.0%, Similarweb (SMWB) +1.1%. Over five years, NetApp (NTAP) compounded fastest (Genius Sports (GENI) -19.3%/yr, NetApp (NTAP) +20.2%/yr, Similarweb (SMWB) -13.9%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Only one of these companies pays a dividend: NetApp (NTAP) 0.93%. Genius Sports (GENI) and Similarweb (SMWB) pays no regular dividend.

Which stock is riskier?

By one-year price volatility, NetApp (NTAP) has been the steadiest (Genius Sports (GENI) 74.8%, NetApp (NTAP) 44.8%, Similarweb (SMWB) 81.1%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, GENI, NTAP and SMWB?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, NetApp (NTAP) leads on 7. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.