LiveRamp (NYSE:RAMP – Get Free Report) and Cellebrite DI (NASDAQ:CLBT – Get Free Report) are both mid-cap technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, dividends, valuation, analyst recommendations, earnings, risk and institutional ownership.
Analyst Recommendations
This is a breakdown of current ratings and target prices for LiveRamp and Cellebrite DI, as provided by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| LiveRamp | 0 | 6 | 2 | 0 | 2.25 |
| Cellebrite DI | 1 | 0 | 5 | 0 | 2.67 |
LiveRamp presently has a consensus target price of $40.21, suggesting a potential upside of 4.44%. Cellebrite DI has a consensus target price of $16.70, suggesting a potential upside of 37.45%. Given Cellebrite DI’s stronger consensus rating and higher probable upside, analysts plainly believe Cellebrite DI is more favorable than LiveRamp.
Profitability
This table compares LiveRamp and Cellebrite DI’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| LiveRamp | 18.71% | 9.77% | 7.41% |
| Cellebrite DI | 11.43% | 15.58% | 8.29% |
Valuation & Earnings
This table compares LiveRamp and Cellebrite DI”s revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| LiveRamp | $812.94 million | 2.88 | $145.95 million | $2.44 | 15.78 |
| Cellebrite DI | $475.67 million | 6.37 | $78.33 million | $0.22 | 55.23 |
LiveRamp has higher revenue and earnings than Cellebrite DI. LiveRamp is trading at a lower price-to-earnings ratio than Cellebrite DI, indicating that it is currently the more affordable of the two stocks.
Volatility & Risk
LiveRamp has a beta of 1.23, meaning that its share price is 23% more volatile than the S&P 500. Comparatively, Cellebrite DI has a beta of 1.06, meaning that its share price is 6% more volatile than the S&P 500.
Insider and Institutional Ownership
93.8% of LiveRamp shares are held by institutional investors. Comparatively, 45.9% of Cellebrite DI shares are held by institutional investors. 3.3% of LiveRamp shares are held by insiders. Comparatively, 5.7% of Cellebrite DI shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.
Summary
Cellebrite DI beats LiveRamp on 8 of the 14 factors compared between the two stocks.
About LiveRamp
LiveRamp Holdings, Inc., a technology company, operates a data collaboration platform in the United States, Europe, the Asia-Pacific, and internationally. The company operates LiveRamp Data Collaboration platform enables an organization to unify customer and prospect data to build a single view of the customer in a way that protects consumer privacy. Its platform supports various people-based marketing solutions, including data collaboration, activation, measurement and analytics, identity, and data marketplace. The company sells its solutions to enterprise marketers, agencies, marketing technology providers, publishers, and data providers in various industry verticals, such as financial, insurance and investment services, retail, automotive, telecommunications, high tech, consumer packaged goods, healthcare, travel, entertainment, and non-profit. The company was formerly known as Acxiom Holdings, Inc. and changed its name to LiveRamp Holdings, Inc. in October 2018. The company was incorporated in 2018 and is headquartered in San Francisco, California.
About Cellebrite DI
Cellebrite DI Ltd. develops solutions for legally sanctioned investigations in Europe, the Middle East, Africa, the Americas, and the Asia-Pacific. The company's DI suite of solutions allows users to collect, review, analyze, and manage digital data across the investigative lifecycle with respect to legally sanctioned investigations used in various cases, including child exploitation, homicide, anti-terror, border control, sexual crimes, human trafficking, corporate security, cryptocurrency, and intellectual property theft. It provides Inseyets, a digital forensics software that collects and reviews digital evidence from various digital sources when conducting legally sanctioned investigations. The company's digital forensics software also offers data extraction, decoding capabilities, workflows, and automation capabilities. In addition, it provides Cellebrite Pathfinder, which reduces the time spent manually reviewing digital evidence by automating data analysis and visualization; Smart Search, an open source intelligence tool that automates the collection and review of publicly available online data; and Guardian, a case and evidence management solution. Further, the company offers digital forensic software for enterprises and service providers, including Inseyets for Enterprise, Endpoint Inspector, and Mobile Now; and professional services, such as training and certification services, and other services. It serves federal and state and local agencies. The company was incorporated in 1999 and is headquartered in Petah Tikva, Israel.
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