Cantaloupe Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Cantaloupe Inc (CTLP) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Cantaloupe Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 321M vs 30,033M combined for tracked competitors (1.1% combined share).
- Trending: Latest-quarter revenue run-rate is holding steady (-1.9% annualized vs trailing 12 months), vs holding steady (+0.7%) for its tracked peer group.
- Growth: Cantaloupe Inc generated 4.3% revenue growth year over year in Q3 2026, vs 17.0% for its tracked competitors combined.
- Profitability: Its -2.7% net margin compares with 34.1% for the peer group.
- Peer revenue share: Cantaloupe Inc accounted for 1.0% of combined revenue among its tracked peer group, down from 1.2% a year earlier.
- Peer differentiation: Revenue per employee of $1.19M compares with $0.32M for the peer group (3.7x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
CTLP Sales vs. its Competitors, Q3 2026
Cantaloupe Inc reported revenue growth of 4.33 % year on year in Q3 2026, below its competitors' combined revenue growth of 17.04 %.
With a net margin of -2.65 %, Cantaloupe Inc reported lower profitability than its competitors (34.06 %).
Cantaloupe Inc generated 1.03 % of the combined sales of its peer group, down from 1.15 % a year earlier.
Cantaloupe Inc vs. its Competitors, Q3 2026
Revenue growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in an SEC filing; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Cantaloupe Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Cantaloupe Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (7) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Cantaloupe Inc's competitor groups requires a Commercial License.
For context: the Computer Peripherals & Office Equipment industry grew revenue 12.3% year over year, combined, vs 4.3% for Cantaloupe Inc. Cantaloupe Inc's share of combined industry revenue moved from 0.60% to 0.55%, a loss of 0.04 percentage points.
Cantaloupe Inc's Competitor Quality Breadth
Share of each group, trailing 12 months: profitable (net margin > 0), expanding (revenue growth > 0), growing faster than the industry's own median, and financially distressed (Piotroski F-Score of 2 or below).
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Cantaloupe Inc | Yes | Yes | Yes | No |
| Competitors combined (13) | ||||
| High-Confidence Competitors (1) | ||||
| Similar Growth & Profitability (8) | 75.00 % (6 of 8) | 100.00 % (8 of 8) | 75.00 % (6 of 8) | 14.30 % (1 of 7) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
CTLP Stock Performance relative to its Competitors
CTLP Stock Performance relative to High-Confidence Competitors
CTLP Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Marqeta Inc | 282.9% | Outperformed |
| 2 | Everi Holdings Inc | 282.9% | Outperformed |
| 3 | Usio Inc | 282.9% | Outperformed |
| 4 | Diebold Nixdorf Incorporated | 282.9% | Outperformed |
| 5 | Paymentus Holdings Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Cantaloupe Inc's best-performing tracked competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Cantaloupe Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Cantaloupe Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| Cantaloupe Inc | 827.91 | 320.82 |
| Fidelity National Information Services Inc | 17,738.27 | 12,201.00 |
| Aci Worldwide Inc | 4,982.12 | 1,820.13 |
| Paymentus Holdings Inc | 3,859.83 | 1,360.81 |
| Q2 Holdings Inc | 3,604.64 | 846.81 |
| Euronet Worldwide Inc | 2,998.28 | 4,374.60 |
| SUBTOTAL | 43,448.67 | 31,103.77 |
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Sources: Cantaloupe Inc's official press releases and regulatory filings; CSIMarket.com's market research; and the financial filings and press releases of the other companies cited.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Cantaloupe Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Cantaloupe Inc's Competitors Named by the Company
Competitive relationships identified from SEC filings and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Setomatic Systems | Named by the company | 85% |
| Nayax Ltd | Named by the company | 85% |
Filing basis, confidence, active dates and source counts for Cantaloupe Inc's named competitors require a Commercial License.
Methodology: relationships are extracted from SEC filings (named-competitor disclosures) and corroborating sources. Named by the company = explicitly disclosed as a competitor; Inferred = derived from corroborating signals. Confidence reflects evidence strength.
Cantaloupe Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Cantaloupe Inc | Reportable 100.00 % |
| Fidelity National Information Services Inc | Banking Solutions 73.53 % |
| Aci Worldwide Inc | Payment Software 50.14 % |
| Euronet Worldwide Inc | Cross-Border Payments 39.66 % |
| Diebold Nixdorf Incorporated | Banking 68.21 % |
| Ncino Inc | Reportable 100.00 % |
Source: operating segment revenue as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Cantaloupe Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Cantaloupe Inc | 828 | 1,192,643 | 13,952 |
| Fidelity National Information Services Inc | 17,738 | 277,295 | 76,727 |
| Aci Worldwide Inc | 4,982 | 621,205 | 77,027 |
| Paymentus Holdings Inc | 3,860 | 1,015,529 | 63,326 |
| Q2 Holdings Inc | 3,605 | 332,212 | 36,088 |
| Euronet Worldwide Inc | 2,998 | 405,056 | 27,019 |
| PEERS TOTAL | 42,621 | 322,764 | 48,619 |
Cantaloupe Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent filing. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Fidelity National Information Services Inc | North America 78.12 % |
| Aci Worldwide Inc | United States 64.29 % |
| Euronet Worldwide Inc | Europe 60.43 % |
| Ncino Inc | United States 77.40 % |
| The Western Union Company | North America Member 34.31 % |
Source: revenue geography as reported in each company's SEC filings (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Cantaloupe Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 21 companies in Cantaloupe Inc's industry classification, broader than the peer set above. Market cap in millions of $.Cantaloupe Inc ranks #0 of 21 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 5,041, indicating a highly concentrated market structure (U.S. antitrust guidance: below 1,500 unconcentrated, 1,500 to 2,500 moderately concentrated, above 2,500 highly concentrated).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Palo Alto Networks Inc | 291,260 | 64.87 % |
| 2 | Fortinet Inc | 128,676 | 28.66 % |
| 3 | Logitech International s a | 14,551 | 3.24 % |
| 4 | Ncr Atleos Corporation | 3,463 | 0.77 % |
| 5 | Pitney Bowes Inc | 1,234 | 5.2% |
| 6 | Diebold Nixdorf Incorporated | 1,234 | 5.2% |
| 7 | Corsair Gaming Inc | 1,234 | 5.2% |
| 8 | Ncr Voyix Corporation | 1,234 | 5.2% |
| 9 | Evolv Technologies Holdings Inc | 1,234 | 5.2% |
| 10 | Mitek Systems Inc | 1,234 | 5.2% |
| 0 | Cantaloupe Inc | 914 | 0.00 % |
Market cap and industry share for the rest of Cantaloupe Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-05-15.
Cantaloupe Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Computer Peripherals & Office Equipment industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (27 companies).| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 39.71 % | 45.29 % (avg) | -5.6 pp |
| Operating Margin | 2.38 % | industry median | +0.4 pp |
| EBITDA Margin | 7.02 % | -0.27 % (avg) | +7.3 pp |
| Capital Intensity (Capex / Revenue) | 5.00 % | 2.50 % (avg) | +2.5 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Cantaloupe Inc's Valuation vs Competitive Position
Valuation multiples vs the Computer Peripherals & Office Equipment industry average (27 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | - | 18.2x | - |
| EV / EBITDA | 34.0x | 20.2x | +13.8x |
| P/B | 3.1x | 3.9x | -0.8x |
| Return on Equity | 1.49 % | industry aggregate | -14.34 % |
| Return on Invested Capital | 1.39 % | -2.36 % (avg) | 3.75 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Cantaloupe Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in SEC filings.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 26.03 % | 19.83 % | -7.58 % | 25.01 % | 20.56 % | 10.69 % | 13.40 % | 11.22 % |
| Operating Margin | -14.55 % | -20.25 % | -17.73 % | -2.11 % | -4.67 % | 6.57 % | 6.34 % | 4.82 % |
| Return on Invested Capital | -7.45 % | -14.04 % | -12.41 % | -1.24 % | -3.21 % | 4.37 % | 4.34 % | 2.80 % |
| P/E | - | - | - | - | - | 37.1x | 45.3x | - |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Cantaloupe Inc's Strategic Group Map
Every company in Cantaloupe Inc's industry and named-competitor list, plotted by trailing 12-month revenue growth and operating margin. Cantaloupe Inc is shown in red; its closest peers by combined growth, margin and ROIC (the Similar Growth & Profitability group above) are labeled.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Cantaloupe Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 5,041 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 5.00 % vs industry average 2.50 % (see Profitability & Cost Structure above) |
| Supplier Power | Not covered on this page | See Cantaloupe Inc's dedicated suppliers page for concentration and dependency data |
| Buyer Power | Not covered on this page | See Cantaloupe Inc's dedicated customers page for concentration and dependency data |
| Threat of Substitutes | - | No systematic data source for cross-product substitution exists in this system; not estimated |
Note: this is a partial, data-grounded application of the framework, not a complete strategic assessment. Rivalry and barriers-to-entry readings are mechanical translations of the HHI and capital-intensity figures shown elsewhere on this page, not independent judgments.
Cantaloupe Inc's Industry Attractiveness & Competitive Strength
A CSIMarket composite, not a standard field: each axis is an equal-weighted average of three factors already shown elsewhere on this page (industry growth, industry profitability and rivalry for attractiveness; relative market share, profitability and growth vs industry for strength). Disclosed as a designed methodology, not a precision measurement.
Cantaloupe Inc falls in the Medium attractiveness / High strength cell: Invest / Grow.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Cantaloupe Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Outperforming the U.S.A. 500 over the trailing 12 months.
Weaknesses
- Return on equity 14.3 points below the industry aggregate.
Opportunities
- A meaningful share of tracked competitors (30.80 %) show financial-distress signals, a possible opening to gain share.
Threats
- Industry dominated by Palo Alto Networks Inc, holding 64.87 % of industry market cap.
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: mechanical, rule-based SWOT. Each bullet reuses a figure already sourced and cited elsewhere on this page; nothing here is generated narrative or independent analyst judgment.
Cantaloupe Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Cantaloupe Inc | 0.63 | 1.85 | 0.15 |
| Fidelity National Information Services Inc | 0.08 | 0.56 | 1.15 |
| Aci Worldwide Inc | 0.25 | 1.56 | 0.56 |
| Paymentus Holdings Inc | 3.29 | 4.53 | - |
| Q2 Holdings Inc | 0.61 | 0.97 | 0.43 |
| Euronet Worldwide Inc | 0.34 | 1.22 | 1.88 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Cantaloupe Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Cantaloupe Inc | Q1 2026 | +4.3 % | - |
| Fidelity National Information Services Inc | Q2 2026 | +29.1 % | - |
| Aci Worldwide Inc | Q2 2026 | +7.3 % | +160.6 % |
| Paymentus Holdings Inc | Q2 2026 | +29.1 % | +73.8 % |
| Q2 Holdings Inc | Q2 2026 | +13.0 % | +153.8 % |
| Euronet Worldwide Inc | Q2 2026 | +3.2 % | -20.6 % |
| PEERS TOTAL | +13.7 % | - |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Cantaloupe Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Cantaloupe Inc | Q1 2026 | +9.3 % | -1.8 % |
| Fidelity National Information Services Inc | Q2 2026 | +32.4 % | +17.4 % |
| Aci Worldwide Inc | Q2 2026 | +6.0 % | +81.9 % |
| Paymentus Holdings Inc | Q2 2026 | +28.1 % | +9.2 % |
| Q2 Holdings Inc | Q2 2026 | -0.5 % | +39.2 % |
| Euronet Worldwide Inc | Q2 2026 | - | +1.1 % |
Cantaloupe Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Cantaloupe Inc | 0.97% | 1.26% | 1.49% |
| Fidelity National Information Services Inc | 8.76% | 10.58% | 22.59% |
| Aci Worldwide Inc | 7.24% | 9.09% | 15.06% |
| Paymentus Holdings Inc | 12.40% | 14.55% | 14.79% |
| Q2 Holdings Inc | 7.48% | 13.04% | 14.49% |
| Euronet Worldwide Inc | 4.56% | 9.20% | 23.01% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Cantaloupe Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Cantaloupe Inc | 14.16 | 2.58 |
| Fidelity National Information Services Inc | 5.28 | 1.45 |
| Aci Worldwide Inc | 22.58 | 2.74 |
| Paymentus Holdings Inc | 45.48 | 2.84 |
| Q2 Holdings Inc | 39.32 | 4.26 |
| Euronet Worldwide Inc | 10.13 | 0.69 |
| PEERS AVERAGE | 9.36 | 1.40 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.