Calix (NYSE:CALX) versus Lantronix (NASDAQ:LTRX) Head-To-Head Survey

Lantronix (NASDAQ:LTRX) and Calix (NYSE:CALX) are both technology companies, but which is the better business? We will contrast the two companies based on the strength of their analyst recommendations, earnings, institutional ownership, risk, dividends, valuation and profitability.

Institutional & Insider Ownership

39.4% of Lantronix shares are owned by institutional investors. Comparatively, 98.1% of Calix shares are owned by institutional investors. 2.8% of Lantronix shares are owned by insiders. Comparatively, 17.4% of Calix shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Valuation & Earnings

This table compares Lantronix and Calix”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Lantronix	$120.90 million	2.23	-$4.18 million	($0.11)	-52.27
Calix	$1.11 billion	2.08	$17.88 million	$0.74	49.53

Calix has higher revenue and earnings than Lantronix. Lantronix is trading at a lower price-to-earnings ratio than Calix, indicating that it is currently the more affordable of the two stocks.

Analyst Ratings

This is a summary of recent ratings and target prices for Lantronix and Calix, as provided by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Lantronix	1	0	6	0	2.71
Calix	0	2	7	0	2.78

Lantronix presently has a consensus price target of $10.80, indicating a potential upside of 87.83%. Calix has a consensus price target of $63.86, indicating a potential upside of 74.21%. Given Lantronix’s higher probable upside, analysts clearly believe Lantronix is more favorable than Calix.

Profitability

This table compares Lantronix and Calix’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Lantronix	-3.46%	-4.88%	-3.21%
Calix	4.61%	6.17%	4.90%

Risk and Volatility

Lantronix has a beta of 1.61, meaning that its share price is 61% more volatile than the S&P 500. Comparatively, Calix has a beta of 1.32, meaning that its share price is 32% more volatile than the S&P 500.

Summary

Calix beats Lantronix on 11 of the 14 factors compared between the two stocks.

About Lantronix

Lantronix, Inc. provides solutions for video surveillance, infotainment systems, and intelligent substations infrastructure in the Americas, Europe, the Middle East, Africa, and the Asia Pacific Japan. The company's IoT products include IoT System Solutions, which provide wired and wireless connections that enhance the value and utility of modern electronic systems and equipment through secure network connectivity, power for IoT end devices through Power over Ethernet, application hosting, protocol conversion, media conversion, secure access for distributed IoT deployments, and various other functions; Embedded IoT Modules, such as application processing delivering compute to meet customer needs for data transformation, computer vision, machine learning, augmented/virtual reality, audio/video aggregation and distribution, and custom applications; and Software and Engineering Services offers SaaS platform that enables customers to deploy, monitor, manage, and automate across their global deployments through a single platform login. It also offers telematics devices, which provides power efficient products designed to support communications across interfaces and industrial protocols for vehicle, fleet, and asset tracking and management; network switches, media converters, power over ethernet, NICS and optical SFPs, system on modules, and development kits; and services for mechanical, hardware, and software engineering for camera, audio, and artificial intelligence/machine learning development. In addition, the company provides console management, power management, and IP connected keyboard-video-mouse products that offers remote access to IT and networking infrastructure deployed in test labs, data centers, branch offices, remote sites, and server rooms; and hardware engineering, software engineering, and mechanical engineering, rapid prototyping and quality assurance engineering services. Lantronix, Inc. was incorporated in 1989 and is based in Irvine, California.

About Calix

Calix, Inc., together with its subsidiaries, engages in the provision of cloud and software platforms, and systems and services in the United States, rest of Americas, Europe, the Middle East, Africa, and the Asia Pacific. Its cloud and software platforms, and systems and services enable broadband service providers (BSPs) to provide a range of services. The company provides Calix Cloud platform, a role-based analytics platform comprising Calix Engagement Cloud, Calix Service Cloud, and Calix Operations Cloud, which are configurable to display role-based insights and enable BSPs to anticipate and target new revenue-generating services and applications through mobile application, such as CommandIQ for residents and CommandWorx for businesses; Calix Intelligent Access EDGE, an access network solution for automated and intelligent networks; and Calix Revenue EDGE, a premises solution for subscriber managed services. It also offers SmartLife managed services, including SmartHome managed services and applications to enhance, operate and secure the connected experience of subscribers in their home; SmartTown managed services that reimagine community Wi-Fi as a ubiquitous, secure, and managed experience across a BSP's footprint; and SmartBiz managed services that address the business networking and productivity needs of business owners with an all-in-one managed service. In addition, the company provides Wi-Fi systems under GigaSpire and GigaPro brands to be ready for deployment as a complete subscriber experience solution for BSP's residential and business subscribers. It offers its products through its direct sales force and resellers. The company was incorporated in 1999 and is headquartered in San Jose, California.