Epocrates (NASDAQ: EPOC) and MiX Telematics (NYSE:MIXT) are both small-cap technology companies, but which is the better investment? We will compare the two companies based on the strength of their earnings, institutional ownership, analyst recommendations, risk, valuation, dividends and profitability.
Institutional and Insider Ownership
27.1% of MiX Telematics shares are owned by institutional investors. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.
This table compares Epocrates and MiX Telematics’ net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
Earnings & Valuation
This table compares Epocrates and MiX Telematics’ revenue, earnings per share and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|MiX Telematics||$114.82 million||2.22||$8.65 million||$0.40||28.53|
MiX Telematics has higher revenue and earnings than Epocrates. Epocrates is trading at a lower price-to-earnings ratio than MiX Telematics, indicating that it is currently the more affordable of the two stocks.
This is a breakdown of recent ratings for Epocrates and MiX Telematics, as provided by MarketBeat.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
MiX Telematics has a consensus price target of $15.00, suggesting a potential upside of 31.46%. Given MiX Telematics’ higher possible upside, analysts clearly believe MiX Telematics is more favorable than Epocrates.
MiX Telematics pays an annual dividend of $0.13 per share and has a dividend yield of 1.1%. Epocrates does not pay a dividend. MiX Telematics pays out 32.5% of its earnings in the form of a dividend.
MiX Telematics beats Epocrates on 9 of the 10 factors compared between the two stocks.
Epocrates, Inc. (Epocrates) is a provider of mobile drug reference tools and electronic health records to healthcare professionals and interactive services to the healthcare industry. As of December 31, 2011, its user network consists of well over one million healthcare professionals, including approximately 340,000, or more than 50% of United States physicians. The Company offers its products on major United States mobile platforms, including Apple iOS, Android and BlackBerry. Epocrates operates in two segments: Subscriptions and Interactive Services, and Electronic Health Records. It uses brand names include DocAlert, Epocrates, Epocrates Honors, Epocrates ID, Epocrates Lab, Epocrates MedTools, Epocrates Rx, Epocrates Rx Pro, Epocrates Dx, Epocrates QuickSurvey, Epocrates QuickRecruit, Epocrates MedInsight, EssentialPoints and MedCafe. In October 2011, it launched a redesign of the drug reference tool to create a new platform that provides healthcare professionals.
About MiX Telematics
MiX Telematics Limited is a South Africa-based provider of fleet and mobile asset management solutions delivered as Software-as-a-Service (SaaS) to customers. The Company’s operating segments include Africa, Europe, Americas, Middle East and Australasia, Brazil and Central Services Organization. The Company’s products and services provide enterprise fleets, small fleets and consumers with solutions for safety, risk management and security. The Company’s solutions include MiX Fleet Manager, which consists of an on-board computer, an online tracking and information portal, as well as access to fleet and driver reports and analytics; MiX SafeDrive provides In-Vehicle Monitoring Systems (IVMS) that monitor driver performance, identify unsafe behaviors and provide audible alerts; Matrix is focused on personal safety and consumer telematics through vehicle tracking-and-recovery products and services, and Beam-e, which is a wireless device that fits into vehicles, motorbikes or caravan.
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