Analyzing RealPage (RP) and Trimble Navigation (TRMB)
RealPage (NASDAQ: RP) and Trimble Navigation (NASDAQ:TRMB) are both mid-cap computer and technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their risk, earnings, analyst recommendations, dividends, valuation, profitability and institutional ownership.
Earnings & Valuation
This table compares RealPage and Trimble Navigation’s revenue, earnings per share and valuation.
|Gross Revenue||Price/Sales Ratio||EBITDA||Earnings Per Share||Price/Earnings Ratio|
|RealPage||$611.25 million||5.22||$91.37 million||$0.32||126.09|
|Trimble Navigation||$2.45 billion||4.12||$429.60 million||$0.69||57.80|
Trimble Navigation has higher revenue and earnings than RealPage. Trimble Navigation is trading at a lower price-to-earnings ratio than RealPage, indicating that it is currently the more affordable of the two stocks.
Risk & Volatility
RealPage has a beta of 1.06, meaning that its stock price is 6% more volatile than the S&P 500. Comparatively, Trimble Navigation has a beta of 2.28, meaning that its stock price is 128% more volatile than the S&P 500.
This is a breakdown of current recommendations for RealPage and Trimble Navigation, as reported by MarketBeat.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
RealPage presently has a consensus price target of $41.29, indicating a potential upside of 2.32%. Trimble Navigation has a consensus price target of $40.43, indicating a potential upside of 1.38%. Given RealPage’s stronger consensus rating and higher probable upside, analysts plainly believe RealPage is more favorable than Trimble Navigation.
This table compares RealPage and Trimble Navigation’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
Insider & Institutional Ownership
70.5% of RealPage shares are owned by institutional investors. Comparatively, 90.1% of Trimble Navigation shares are owned by institutional investors. 33.2% of RealPage shares are owned by insiders. Comparatively, 1.4% of Trimble Navigation shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.
Trimble Navigation beats RealPage on 8 of the 14 factors compared between the two stocks.
RealPage, Inc. is a provider of technology to the real estate industry, helping owners, managers and investors. The Company’s property management solutions are referred to as Enterprise Resource Planning systems. Its on demand platform provides a single point of access and a repository of real-time lease transaction data, including prospect, renter and property data. Its platform consists of four primary categories of solutions: Property Management, Lease Management, Resident Services and Asset Optimization. These solutions provide complementary asset performance and investment decision support; risk mitigation, billing and utility management; resident engagement, spend management, operations and facilities management, and lead generation and lease management capabilities that collectively enable its clients to manage all the stages of the renter life cycle. In addition, its open architecture allows third-party applications to access its solutions using its RealPage Exchange platform.
About Trimble Navigation
Trimble Inc., formerly Trimble Navigation Limited, is engaged in providing technology solutions that enable professionals and field mobile workers to transform their work processes. The Company’s solutions are used across a range of industries, including agriculture, architecture, civil engineering, survey and land administration, construction, geospatial, government, natural resources, transportation and utilities. The Company’s business segments include Building and Infrastructure, Geospatial, Resource and utilities and Transportation. The Buildings and Infrastructure segment serves customers working in architecture, engineering, construction and operations and maintenance. The Geospatial segment primarily serves customers working in surveying, engineering, government and land management. The Resources and Utilities segment serves customers working in agriculture, forestry, and utilities. The Transportation segment serves customers working in transportation.
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