JFrog (FROG) vs Unity Software (U)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
JFrog (FROG) has outperformed Unity Software (U) over the past year, gaining 102.3% versus a gain of 25.5%. Over five years, FROG leads with a +188.8% price change compared with -67.5% for U. Unity Software is the larger company by market cap ($20.20 billion vs $11.99 billion), about 1.7 times the size, while JFrog is growing revenue faster (+24.1% vs +2.0%).
On valuation, Unity Software trades at a lower forward P/E (26.4x vs 84.9x for JFrog). JFrog converts more of its revenue into profit, with a net margin of -13.5% versus -21.8%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | FROG | U |
|---|---|---|
| Share price | $97.25 | $45.89 |
| Market cap | $11.99B | $20.20B |
| 1-day change | -0.92% | +0.99% |
| YTD return | +55.70% | +3.89% |
| 1-year return | +102.27% | +25.45% |
| 5-year return | +188.76% | -67.45% |
| Forward P/E | 84.93 | 26.36 |
| EPS (TTM) | $-0.37 | $-1.36 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $531.84M | $1.85B |
| Revenue growth (YoY) | +24.12% | +2.01% |
| Net income (latest FY) | $-71.82M | $-402.76M |
| Gross margin | 76.79% | 74.17% |
| Operating margin | -17.27% | -25.90% |
| Net margin | -13.50% | -21.78% |
| 52-week high | $105.76 | $52.15 |
| 52-week low | $34.05 | $16.78 |
| Distance from 52-week high | -8.05% | -12.00% |
| Analyst consensus | none | strong_buy |
| Avg. price target upside | +15.17% | +7.63% |
| Average volume | 1.98M | 10.38M |
| Shares outstanding | 123.30M | 440.09M |
| Employees | 1,800 | 4,412 |
| Sector | Technology | Technology |
| Industry | Software - Application | Software - Application |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- FROG has outperformed U by 76.8 percentage points over the past year.
- JFrog is more profitable, keeping -13.5 cents of every revenue dollar as net income versus -21.8 cents for Unity Software.
- JFrog grew revenue faster in its latest fiscal year (+24.12% vs +2.01%).
About JFrog
FROG stock →JFrog Ltd. provides software supply chain platform in the United States, Israel, India, and internationally.
Technology · Software - Application · 1,800 employees
About Unity Software
U stock →Unity Software Inc. operates a platform to develop, deploy, and grow games and interactive experiences for mobile phones, PCs, consoles, and extended reality devices in the United States, China, Hong Kong, Taiwan, Europe, the Middle East, Africa, the Asia Pacific, Canada, and Latin America.
Technology · Software - Application · 4,412 employees
FROG vs U FAQ
Which is bigger, JFrog or Unity Software?
Unity Software (U) is larger, with a market capitalization of $20.20B compared with $11.99B for JFrog (FROG).
Which stock has performed better over the past year, FROG or U?
FROG returned +102.27% over the past 12 months, compared with +25.45% for U (price return, excluding dividends). Past performance does not predict future results.
Are JFrog and Unity Software in the same industry?
Yes. Both are classified in the Software - Application industry within the Technology sector.