JFrog Stock vs Competition: Who Wins?
JFrog‘s stock has notably outperformed most peers over the past year, but how does it truly measure up against rapidly scaling software and cloud infrastructure companies? A closer look reveals robust revenue growth and impressive free cash flow margins, yet negative operating margins and PE ratio indicate profitability hurdles. Its core focus on DevOps and software supply chain management offers unique potential in a competitive landscape, but long-term upside may be limited against larger, established tech giants like Microsoft and Amazon.
- FROG’s -16.7% operating margin reflects heavy investment for market share, contrasting MSFT’s 46.7% from scale.
- FROG’s 24.1% revenue growth signals strong DevOps market penetration, outpacing mature tech but trailing GTLB’s rapid niche expansion.
- FROG’s 11.0% stock gain and -68.7 P/E reflect growth focus amid unprofitability, while profitable peers like GOOGL showed stronger returns.
Here’s how JFrog stacks up across size, valuation, and profitability versus key peers.
| FROG | GTLB | MSFT | AMZN | GOOGL | IBM | |
|---|---|---|---|---|---|---|
| Market Cap ($ Bil) | 4.9 | 4.7 | 2,985.2 | 2,226.8 | 3,711.3 | 226.0 |
| Revenue ($ Bil) | 0.5 | 0.9 | 305.5 | 716.9 | 402.8 | 65.4 |
| PE Ratio | -68.7 | -100.5 | 25.0 | 28.7 | 28.1 | 28.6 |
| LTM Revenue Growth | 24.1% | 27.4% | 16.7% | 12.4% | 15.1% | 4.5% |
| LTM Operating Margin | -16.7% | -9.3% | 46.7% | 11.2% | 32.0% | 17.7% |
| LTM FCF Margin | 26.8% | 26.7% | 25.3% | 1.1% | 18.2% | 18.1% |
| 12M Market Return | 11.0% | -54.3% | 1.3% | -3.0% | 78.7% | -3.1% |
For more details on JFrog, read Buy or Sell FROG Stock. Below we compare FROG’s growth, margin, and valuation with peers across years
Revenue Growth Comparison
- General Mills Stock Delivers Strong Cash Yield – Upside Ahead?
- Stronger Bet Than Delta Air Lines Stock: LTM Delivers More
- CP Looks Smarter Buy Than Norfolk Southern Stock
- Pay Less, Gain More: MU, NVDA Top Monolithic Power Systems Stock
- Stronger Bet Than Cadence Design Systems Stock: APP Delivers More
- Pay Less, Gain More: CP Tops CSX Stock
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| FROG | 24.1% | 24.1% | 22.5% | 24.9% | |
| GTLB | 27.4% | 30.9% | 36.7% | 68.0% | |
| MSFT | 16.7% | 14.9% | 15.7% | 6.9% | |
| AMZN | 12.4% | 12.4% | 11.0% | 11.8% | |
| GOOGL | 15.1% | 15.1% | 13.9% | 8.7% | |
| IBM | 4.5% | – | 1.4% | 2.2% | 5.5% |
Operating Margin Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| FROG | -16.7% | -16.9% | -20.8% | -21.5% | |
| GTLB | -9.3% | -18.8% | -32.3% | -49.8% | |
| MSFT | 46.7% | 45.6% | 44.6% | 41.8% | |
| AMZN | 11.2% | 11.2% | 10.8% | 6.4% | |
| GOOGL | 32.0% | 32.0% | 32.1% | 27.4% | |
| IBM | 17.7% | – | 16.1% | 15.9% | 13.5% |
PE Ratio Comparison
| LTM | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
| FROG | -68.7 | -101.1 | -46.6 | -58.4 | |
| GTLB | -100.5 | -952.7 | -20.4 | -53.9 | |
| MSFT | 25.0 | 35.3 | 35.5 | 38.7 | |
| AMZN | 28.7 | 31.7 | 38.8 | 51.5 | |
| GOOGL | 28.1 | 28.7 | 23.3 | 23.9 | |
| IBM | 28.6 | – | 45.3 | 26.7 | 90.0 |
Still not sure about FROG stock? Consider portfolio approach.
Portfolios Win When Stock Picks Fall Short
Single stocks swing wildly but staying invested matters. A well built portfolio helps you stay invested, captures upside and softens the blows from individual stocks.
Why settle for average market returns? The Trefis High Quality (HQ) Portfolio invests in a diverse group of 30 stocks that have collectively delivered stronger upside with reduced volatility compared to the broader indices. Discover the methodology behind these smoother, higher returns by checking the HQ Portfolio performance data.