Blackbaud (NASDAQ:BLKB – Get Free Report) and ReposiTrak (NYSE:TRAK – Get Free Report) are both technology companies, but which is the better investment? We will compare the two businesses based on the strength of their profitability, earnings, analyst recommendations, valuation, institutional ownership, dividends and risk.
Valuation & Earnings
This table compares Blackbaud and ReposiTrak”s top-line revenue, earnings per share (EPS) and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Blackbaud | $1.13 billion | 1.79 | $114.97 million | $3.20 | 13.91 |
| ReposiTrak | $23.29 million | 6.13 | $7.57 million | $0.39 | 20.13 |
Volatility and Risk
Blackbaud has a beta of 1.04, suggesting that its share price is 4% more volatile than the S&P 500. Comparatively, ReposiTrak has a beta of 0.84, suggesting that its share price is 16% less volatile than the S&P 500.
Profitability
This table compares Blackbaud and ReposiTrak’s net margins, return on equity and return on assets.
| Net Margins | Return on Equity | Return on Assets | |
| Blackbaud | 13.12% | 197.49% | 6.33% |
| ReposiTrak | 32.51% | 14.94% | 13.16% |
Analyst Ratings
This is a summary of current ratings and target prices for Blackbaud and ReposiTrak, as reported by MarketBeat.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Blackbaud | 0 | 3 | 2 | 0 | 2.40 |
| ReposiTrak | 0 | 1 | 0 | 0 | 2.00 |
Blackbaud currently has a consensus price target of $49.50, indicating a potential upside of 11.19%. Given Blackbaud’s stronger consensus rating and higher possible upside, equities analysts clearly believe Blackbaud is more favorable than ReposiTrak.
Institutional & Insider Ownership
94.2% of Blackbaud shares are held by institutional investors. Comparatively, 27.4% of ReposiTrak shares are held by institutional investors. 2.0% of Blackbaud shares are held by insiders. Comparatively, 41.0% of ReposiTrak shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.
Summary
Blackbaud beats ReposiTrak on 9 of the 14 factors compared between the two stocks.
About Blackbaud
Blackbaud, Inc. provides cloud software solutions to nonprofits, foundations, education institutions, and healthcare organizations in the United States and internationally. The company offers fundraising and engagement solutions, such as Blackbaud Raiser's Edge NXT, Blackbaud CRM, Blackbaud eTapestry, Blackbaud Luminate Online, Blackbaud TeamRaiser, JustGiving, Blackbaud Fundraiser Performance Management, Blackbaud Guided Fundraising, and Blackbaud Altru; and financial management solutions comprising Blackbaud Financial Edge NXT, Blackbaud Tuition Management, and Blackbaud Financial Aid and Billing Management. It also provides grant and award management solutions, consisting of Blackbaud Grantmaking and Blackbaud Award Management; education solutions, such as Blackbaud Student Information System, Blackbaud Learning Management System, Blackbaud Enrollment Management System, and Blackbaud School Website System; social responsibility solutions, which includes YourCause GrantsConnect and YourCause CSRconnect, and EVERFI; Blackbaud Merchant Services and Blackbaud Purchase Cards payment services; and Blackbaud's Intelligence for Good solutions, as well as Data Health, Insights, and Performance solutions and services. The company sells its solutions and related services through its direct sales force. Blackbaud, Inc. was founded in 1981 and is headquartered in Charleston, South Carolina.
About ReposiTrak
Park City Group, Inc., a software-as-a-service provider, designs, develops, and markets proprietary software products in North America. The company offers ReposiTrak MarketPlace, a supplier discovery and B2B e-commerce solution; ReposiTrak Compliance and Food Safety solutions, which reduces potential regulatory and legal risk from their supply chain partners; and ReposiTrak Supply Chain solutions that enables customers to manage relationships with suppliers. It also provides ScoreTracker, Vendor Managed Inventory, Store Level Ordering and Replenishment, Enterprise Supply Chain Planning, Fresh Market Manager, and ActionManager supply chain solutions to manage inventory, product mix, and labor. In addition, the company offers business-consulting services to suppliers and retailers in the grocery, convenience store, and specialty retail industries, as well as professional consulting services. It primarily serves multi-store retail chains, wholesalers and distributors, and their suppliers. The company is headquartered in Murray, Utah.
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