Analyzing CompoSecure (NASDAQ:CMPO) & Marqeta (NASDAQ:MQ)

CompoSecure (NASDAQ:CMPOGet Free Report) and Marqeta (NASDAQ:MQGet Free Report) are both small-cap business services companies, but which is the better investment? We will contrast the two businesses based on the strength of their institutional ownership, risk, valuation, analyst recommendations, dividends, earnings and profitability.

Volatility & Risk

CompoSecure has a beta of 0.98, suggesting that its stock price is 2% less volatile than the S&P 500. Comparatively, Marqeta has a beta of 1.35, suggesting that its stock price is 35% more volatile than the S&P 500.

Profitability

This table compares CompoSecure and Marqeta’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
CompoSecure -24.53% -65.50% 26.83%
Marqeta 0.33% 0.27% 0.15%

Institutional and Insider Ownership

37.6% of CompoSecure shares are held by institutional investors. Comparatively, 78.6% of Marqeta shares are held by institutional investors. 52.1% of CompoSecure shares are held by insiders. Comparatively, 12.6% of Marqeta shares are held by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Analyst Ratings

This is a summary of current ratings and recommmendations for CompoSecure and Marqeta, as provided by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CompoSecure 0 0 6 0 3.00
Marqeta 2 8 1 0 1.91

CompoSecure currently has a consensus price target of $25.50, indicating a potential upside of 107.82%. Marqeta has a consensus price target of $5.22, indicating a potential upside of 29.66%. Given CompoSecure’s stronger consensus rating and higher possible upside, research analysts plainly believe CompoSecure is more favorable than Marqeta.

Earnings and Valuation

This table compares CompoSecure and Marqeta”s gross revenue, earnings per share and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
CompoSecure $160.68 million 9.65 -$53.72 million ($2.16) -5.68
Marqeta $624.88 million 2.73 -$13.93 million $0.01 402.50

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

Summary

Marqeta beats CompoSecure on 8 of the 14 factors compared between the two stocks.

About CompoSecure

(Get Free Report)

CompoSecure, Inc. manufactures and designs metal, composite, and proprietary financial transaction cards in the United States and internationally. Its primary metal form factors include embedded, metal veneer lite, metal veneer, and full metal products. The company also offers Arculus Cold Storage Wallet, a three-factor authentication solution, which supports specific digital assets, including Bitcoin, Ethereum, non-fungible tokens and others. In addition, it offers Payments + Arculus Secure Authenticate, white-labeled cold storage wallet, Payments + Arculus Cold Storage, and Payments + Arculus Authentication + Arculus Cold Storage. The company serves financial institutions, plastic card manufacturers, system integrators, and security specialists. CompoSecure, Inc. was founded in 1910 and is based in Somerset, New Jersey.

About Marqeta

(Get Free Report)

Marqeta, Inc. operates a cloud-based open application programming interface platform that delivers card issuing and transaction processing services. It offers its solutions in various verticals, including financial services, on-demand services, expense management, and e-commerce enablement, as well as buy now, pay later. Marqeta, Inc. was incorporated in 2010 and is headquartered in Oakland, California.

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