Qumu (NASDAQ:QUMU) and Cloudera (NYSE:CLDR) are both small-cap computer and technology companies, but which is the superior investment? We will compare the two businesses based on the strength of their profitability, valuation, risk, earnings, analyst recommendations, dividends and institutional ownership.
Insider & Institutional Ownership
18.0% of Qumu shares are held by institutional investors. Comparatively, 74.8% of Cloudera shares are held by institutional investors. 15.0% of Qumu shares are held by insiders. Comparatively, 30.9% of Cloudera shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.
This table compares Qumu and Cloudera’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
This is a breakdown of current recommendations and price targets for Qumu and Cloudera, as reported by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
Cloudera has a consensus target price of $21.31, indicating a potential upside of 66.11%. Given Cloudera’s stronger consensus rating and higher possible upside, analysts clearly believe Cloudera is more favorable than Qumu.
Risk & Volatility
Qumu has a beta of -0.5, suggesting that its share price is 150% less volatile than the S&P 500. Comparatively, Cloudera has a beta of 1.34, suggesting that its share price is 34% more volatile than the S&P 500.
Valuation and Earnings
This table compares Qumu and Cloudera’s gross revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|Qumu||$28.17 million||0.81||-$11.72 million||($1.07)||-2.24|
|Cloudera||$367.44 million||5.36||-$385.79 million||($3.23)||-3.97|
Qumu has higher earnings, but lower revenue than Cloudera. Cloudera is trading at a lower price-to-earnings ratio than Qumu, indicating that it is currently the more affordable of the two stocks.
Cloudera beats Qumu on 10 of the 15 factors compared between the two stocks.
Qumu Corporation provides tools to create, manage, secure, distribute, and deliver live and on-demand video content for the enterprises. It offers Qumu Qx Enterprise Video Platform, an end-to-end video creation, management, and delivery solution through the sale of software licenses and hardware, software on server appliance, software-enabled devices, and a cloud-hosted software-as-a-service platform. The company also provides maintenance and support, professional, and other services. The company markets its products to customers in the banking, finance and insurance, manufacturing, services and consulting, telecom and technology, and biotech and health care markets through direct sales and channel partners in North America, Europe, and Asia. The company was formerly known as Rimage Corporation and changed its name to Qumu Corporation in September 2013. Qumu Corporation was founded in 1978 and is headquartered in Minneapolis, Minnesota.
Cloudera, Inc. provides platform for machine learning and analytics in the United States, Europe, and Asia. The company operates through two segments, Subscription and Services. Its platform delivers an integrated suite of capabilities for data management, machine learning, and analytics to customers for transforming their businesses. The company provides Cloudera Enterprise Data Hub that allows companies to execute various analytic functions against a shared set of governed and secures data in public and private clouds, and data centers; Cloudera Data Science and Engineering enables users to streamline, simplify, and scale big data processing; Cloudera Operational DB that enables stream processing and real-time analytics on continuously changing data; Cloudera Analytic DB optimizes enterprise data warehouses; and Cloudera Essentials. It also offers Cloudera Altus, a platform-as-a-service offering; Cloudera Data Science Workbench that enables self-service data science for the enterprise; Cloudera Fast Forward Labs, which delivers applied research in machine learning and artificial intelligence to its customers; and Cloudera SDX, a modular software framework that enables its customers to have a shared data experience. In addition, the company provides technical support, professional, and training services. It serves corporate enterprises and public sector organizations primarily through its direct sales force. The company has strategic partnerships with Intel Corporation and NEC Corporation. Cloudera, Inc. was founded in 2008 and is headquartered in Palo Alto, California.
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