Talend (NASDAQ:TLND) and New Relic (NYSE:NEWR) are both computer and technology companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, profitability, risk, analyst recommendations, dividends, valuation and institutional ownership.
This is a breakdown of current ratings and target prices for Talend and New Relic, as provided by MarketBeat.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
Talend currently has a consensus price target of $55.43, suggesting a potential upside of 45.48%. New Relic has a consensus price target of $95.07, suggesting a potential upside of 62.77%. Given New Relic’s higher possible upside, analysts clearly believe New Relic is more favorable than Talend.
This table compares Talend and New Relic’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
Valuation and Earnings
This table compares Talend and New Relic’s top-line revenue, earnings per share (EPS) and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|Talend||$204.32 million||5.43||-$40.36 million||($1.22)||-31.23|
|New Relic||$479.23 million||7.12||-$40.89 million||($0.31)||-188.42|
Talend has higher earnings, but lower revenue than New Relic. New Relic is trading at a lower price-to-earnings ratio than Talend, indicating that it is currently the more affordable of the two stocks.
Risk and Volatility
Talend has a beta of -0.12, meaning that its stock price is 112% less volatile than the S&P 500. Comparatively, New Relic has a beta of 0.96, meaning that its stock price is 4% less volatile than the S&P 500.
Institutional & Insider Ownership
85.6% of Talend shares are owned by institutional investors. Comparatively, 80.1% of New Relic shares are owned by institutional investors. 4.3% of Talend shares are owned by insiders. Comparatively, 17.4% of New Relic shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.
New Relic beats Talend on 10 of the 14 factors compared between the two stocks.
Talend S.A. provides software platform to address IT integration needs in various industries in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It designs and develops Talend Data Fabric, a software platform that integrates data and applications in real time across big data and cloud environments, as well as traditional systems, which allows organizations to develop a unified view of their business and customers. The company's Talend Data Fabric platform includes data integration, big data integration, application and cloud integration, data catalogue, and API design and testing, as well as master data management, and self-service data preparation products; and Stitch Data Loader, is a cloud-based data ingestion engine. It also provides technical support; and consulting and training services. The company sells its products directly to customers through sales force, as well as indirectly through channel partners. Talend S.A. was founded in 2005 and is headquartered in Redwood City, California.
About New Relic
New Relic, Inc., a software-as-a-service company, provides various digital products worldwide. Its cloud-based platform and suite of products include New Relic Platform, which enable organizations to collect, store, and analyze data. The company offers New Relic Application Performance Management that provides visibility into the performance and usage of server-based applications, such as data pertaining to response time, transaction throughput, error rates, top transactions, and user satisfaction; New Relic Mobile, which provides code-level visibility into the performance and health of mobile applications running on the iOS and Android mobile operating systems; and New Relic Browser that monitors the page view experiences of actual end-users for desktop and mobile browser-based applications. It also provides New Relic Synthetics, which simulates usage and reproduces business-critical functionality that enables its users to test their software throughout the entire development life cycle; New Relic Infrastructure that provides a view of the health and configuration changes for an enterprise's entire host ecosystem across various environments; and New Relic Insights that enables technology and business users to perform real-time analysis. In addition, the company offers New Relic Applied Intelligence platform; New Relic's alerting platform, a centralized notification system that delivers alerts from across the products that make up the New Relic Platform; and New Relic's plugins architecture, which offers a plugin architecture, including application programming interfaces and software development kits for customers and partners to embed and extend its solution into their products. The company sells its products through direct sales organizations, online and offline sales, and marketing activities. New Relic, Inc. was founded in 2007 and is headquartered in San Francisco, California.
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