With Nutanix Stock Down 11% in a Week, Is It Time to Compare It Against Affirm Stock?
Affirm (AFRM) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Nutanix (NTNX) stock, suggesting you may be better off investing in AFRM
- AFRM’s quarterly revenue growth was 33.0%, vs. NTNX’s 19.2%.
- In addition, its Last 12 Months revenue growth came in at 38.8%, ahead of NTNX’s 18.1%.
- AFRM’s LTM margin is higher: 10.5% vs. NTNX’s 6.8%.
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NTNX provides an enterprise cloud platform offering converged virtualization, storage, networking, and security services across global regions including North America, Europe, Asia Pacific, Middle East, Latin America, and Africa. AFRM operates a digital, mobile-first commerce platform offering point-of-sale payments, merchant solutions, and a consumer app, serving around 29,000 merchants in the US and Canada.
Valuation & Performance Overview
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| NTNX | AFRM | Preferred | |
|---|---|---|---|
| Valuation | |||
| P/EBIT Ratio | 107.1 | 74.9 | AFRM |
| Revenue Growth | |||
| Last Quarter | 19.2% | 33.0% | AFRM |
| Last 12 Months | 18.1% | 38.8% | AFRM |
| Last 3 Year Average | 17.1% | 34.3% | AFRM |
| Operating Margins | |||
| Last 12 Months | 6.8% | 10.5% | AFRM |
| Last 3 Year Average | -1.3% | -20.9% | NTNX |
| Momentum | |||
| Last 3 Year Return | 212.9% | 309.8% | NTNX |
Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: NTNX Revenue Comparison | AFRM Revenue Comparison
See more margin details: NTNX Operating Income Comparison | AFRM Operating Income Comparison
But do these numbers tell the full story? Read Buy or Sell AFRM Stock to see if Affirm’s edge holds up under the hood or if Nutanix still has cards to play (see Buy or Sell NTNX Stock).
Historical Market Performance
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | Total [1] | Avg | Best | |
|---|---|---|---|---|---|---|---|---|---|
| Returns | |||||||||
| NTNX Return | 2% | -0% | -18% | 83% | 28% | 12% | 144% | <=== | |
| AFRM Return | – | – | -90% | 408% | 24% | 27% | -26% | ||
| S&P 500 Return | 16% | 27% | -19% | 24% | 23% | 15% | 108% | ||
| Monthly Win Rates [3] | |||||||||
| NTNX Win Rate | 58% | 42% | 50% | 75% | 50% | 44% | 53% | ||
| AFRM Win Rate | – | 36% | 25% | 67% | 33% | 67% | 38% | ||
| S&P 500 Win Rate | 58% | 75% | 42% | 67% | 75% | 67% | 64% | <=== | |
| Max Drawdowns [4] | |||||||||
| NTNX Max Drawdown | -60% | -20% | -57% | -10% | -6% | -5% | -26% | ||
| AFRM Max Drawdown | – | – | -91% | -7% | -51% | -41% | -32% | ||
| S&P 500 Max Drawdown | -31% | -1% | -25% | -1% | -2% | -15% | -12% | <=== | |
[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 10/9/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read AFRM Dip Buyer Analyses and NTNX Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.