GTLB vs FROG Stock Comparison: AI Score, Valuation, Performance and Upside
GitLab and JFrog both serve the DevOps and software development market but with different scope — GitLab provides a unified end-to-end development platform from code to deployment, while JFrog focuses specifically on artifact management, binary distribution, and software supply chain security. They can be complementary rather than directly competitive in many enterprise environments.
GTLB vs FROG compares two DevOps infrastructure companies with different scope — GitLab's broad DevSecOps lifecycle platform against JFrog's specialized software artifact and supply chain management platform.
GTLB and FROG are closely matched — they split the tracked metrics evenly. FROG has delivered stronger 1-year price return (+99.18% vs -36.82%), though GTLB trades at the lower forward P/E (25.81x vs 73.77x). Analyst consensus implies meaningfully more upside for GTLB (+26.54%) than for FROG (+0.52%).
- →Want the DevSecOps platform consolidation story — betting that enterprises will prefer a single integrated platform over many point tools
- →Value GitLab's strong net revenue retention as the platform expands within existing customer organizations
- →Believe GitLab can take significant market share from GitHub and best-of-breed DevOps toolchains in enterprise accounts
- →Want exposure to the software supply chain management segment where JFrog's Artifactory has a dominant established market position
- →See software supply chain security as a secular growth area following high-profile attacks on development tool infrastructure
- →Value JFrog's more specialized, defensible niche versus GitLab's broader competition against GitHub and enterprise DevOps suites
| Metric | GTLB | FROG |
|---|---|---|
| AI score | 22.3 | 33.7 |
| AI rank | #4162 | #1849 |
| Latest close | $26.56 | $82.72 |
| 1M return | +4.32% | +17.12% |
| 6M return | -29.87% | +29.27% |
| 1Y return | -36.82% | +99.18% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | GTLB | FROG |
|---|---|---|
| 1Y ago | $6.32K (-36.8%) started 2025-06-18 | $19.92K (+99.2%) started 2025-06-18 |
| 5Y ago | $2.56K (-74.4%) started 2021-10-14 | $17.68K (+76.8%) started 2021-06-18 |
| 10Y ago | $2.56K (-74.4%) started 2021-10-14 | $12.77K (+27.7%) started 2020-09-16 |
Hypothetical — past performance does not guarantee future results.
| Metric | GTLB | FROG |
|---|---|---|
| Market cap | $4.49B | $10.02B |
| Trailing P/E | N/A | N/A |
| Forward P/E | 25.81 | 73.77 |
| Price/Sales | 4.46 | 17.78 |
| EV/Revenue | 3.37 | 15.59 |
| Analyst target | $33.61 | $83.15 |
| Target upside | +26.54% | +0.52% |
| Metric | GTLB | FROG |
|---|---|---|
| Revenue growth | 23.10% | 25.80% |
| Earnings growth | N/A | N/A |
| EPS growth | N/A | N/A |
| FCF margin | +31.14% | +30.16% |
| Operating margin | N/A | N/A |
| Profit margin | -2.49% | -10.93% |
| ROIC proxy | -2.96% | -7.14% |
| Return on equity | -2.96% | -7.14% |
| Dividend yield | 0.00% | 0.00% |
| Beta | 0.96 | 1.23 |
| Debt/equity | N/A | 1.78 |
| Current ratio | 2.55 | 2.26 |
| Quick ratio | 2.43 | 2.14 |
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | GTLB | FROG |
|---|---|---|---|
| 1Y | Growth | -36.82% | +99.18% |
| CAGR | -36.84% | +99.28% | |
| Sharpe ratio | -0.58 | 1.28 | |
| Max drawdown | 61.95% | 49.62% | |
| Max daily drop | 12.77% | 24.94% | |
| Max wkly drop | 18.68% | 32.76% | |
| 5Y | Growth | -74.43% | +76.79% |
| CAGR | -25.30% | +12.07% | |
| Sharpe ratio | -0.09 | 0.40 | |
| Max drawdown | 85.16% | 65.94% | |
| Max daily drop | 23.86% | 27.52% | |
| Max wkly drop | 36.24% | 32.76% | |
| 10Y | Growth | -74.43% | +27.67% |
| CAGR | -25.30% | +4.34% | |
| Sharpe ratio | -0.09 | 0.28 | |
| Max drawdown | 85.16% | 80.38% | |
| Max daily drop | 23.86% | 27.52% | |
| Max wkly drop | 36.24% | 32.76% |
| Category | GTLB | FROG |
|---|---|---|
| Company | GitLab Inc. | JFrog Ltd. |
| Sector | Technology - DevOps / Software Development Platform | Technology - Software Supply Chain / DevOps |
| Industry | N/A | N/A |
| Core business | GitLab provides a single, unified DevSecOps platform covering the entire software development lifecycle — source code management, CI/CD, security scanning, container registry, and project management — competing with the combination of GitHub + many standalone tools. | JFrog provides the Software Supply Chain Platform — a suite of tools for managing binary artifacts, container images, packages, and ML models throughout the software delivery process, with Artifactory (universal package repository) as its flagship product. |
| Investor focus | Investors track GitLab's annual recurring revenue (ARR) growth, net revenue retention rate above 120%, the transition from self-managed to SaaS deployments, and the ultimate platform premium GitLab can charge for consolidating the entire DevOps toolchain. | Investors track JFrog's ARR growth, the expansion of its software supply chain platform beyond Artifactory into security (Xray) and ML model management (Artifactory ML), and net retention as the platform expands. |
- →Single platform for the entire DevSecOps lifecycle eliminates tool sprawl and integration complexity that plagues multi-vendor DevOps environments
- →Strong land-and-expand model — organizations adopt GitLab for source control, then expand into CI/CD, security, and compliance modules over time
- →Open-core model with a free community tier drives adoption at the developer level before organizations upgrade to paid tiers
- →Artifactory is the market-leading universal binary repository manager — used by the majority of large enterprises globally for managing software packages and container images
- →Software supply chain security is a growing priority following SolarWinds and other supply chain attacks — JFrog Xray addresses security scanning of artifacts
- →Universal repository supporting all major package formats (npm, Maven, Docker, PyPI, NuGet, etc.) makes Artifactory a single hub for all software package management
- →GitHub (owned by Microsoft) is the dominant source code hosting platform — competing with GitHub's network effects and Microsoft's enterprise distribution is challenging
- →GitLab's large market opportunity is accompanied by intense competition not just from GitHub but from AWS, Google Cloud, and many DevOps tool vendors
- →Profitability timeline requires GitLab to convert high R&D investment into revenue growth and eventually operating leverage
- →Artifactory's market penetration is already very high among large enterprises, potentially limiting the total addressable market expansion for the core product
- →JFrog's growth has moderated as the post-COVID DevOps spending normalization reduced urgency to add new tooling
- →Competition from native cloud provider registries (AWS ECR, Google Artifact Registry) could pressure JFrog's pricing in cloud-native environments
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