Financial Analysis: TubeMogul (TUBE) vs. Trimble Navigation (TRMB)

TubeMogul (NASDAQ: TUBE) and Trimble Navigation (NASDAQ:TRMB) are both technology companies, but which is the better stock? We will compare the two companies based on the strength of their institutional ownership, profitability, earnings, dividends, valuation, risk and analyst recommendations.

Valuation & Earnings

This table compares TubeMogul and Trimble Navigation’s top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
TubeMogul N/A N/A N/A ($0.72) -19.44
Trimble Navigation $2.36 billion 4.48 $132.40 million $0.76 55.26

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

Insider and Institutional Ownership

60.6% of TubeMogul shares are held by institutional investors. Comparatively, 89.7% of Trimble Navigation shares are held by institutional investors. 22.2% of TubeMogul shares are held by company insiders. Comparatively, 1.4% of Trimble Navigation shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Profitability

This table compares TubeMogul and Trimble Navigation’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
TubeMogul -22.16% -39.25% -17.28%
Trimble Navigation 7.66% 12.97% 8.05%

Analyst Ratings

This is a summary of recent ratings and price targets for TubeMogul and Trimble Navigation, as reported by MarketBeat.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
TubeMogul 0 1 0 0 2.00
Trimble Navigation 0 5 5 0 2.50

TubeMogul presently has a consensus target price of $14.00, suggesting a potential upside of 0.00%. Trimble Navigation has a consensus target price of $41.22, suggesting a potential downside of 1.85%. Given TubeMogul’s higher possible upside, equities research analysts clearly believe TubeMogul is more favorable than Trimble Navigation.

Summary

Trimble Navigation beats TubeMogul on 8 of the 10 factors compared between the two stocks.

TubeMogul Company Profile

TubeMogul, Inc. provides software for brand advertising. The Company’s software platform is used by advertisers to plan, buy, measure and optimize their global brand advertising. Its self-serve software platform enables advertisers to buy advertisement inventory across various advertising channels, including linear television, video-on-demand, connected television, digital video, digital display and social media. By integrating programmatic technologies and disparate sources of inventory within a single platform, it enables the customers to launch advertising campaigns onto digital devices and televisions. Its customers are primarily brands and the advertising agencies that serve them. Brands refer to companies, or product lines within companies, that control advertising budgets for a single marketing brand or a group of marketing brands. Agency trading desks, advertisement networks and publishers also use its platform.

Trimble Navigation Company Profile

Trimble Inc., formerly Trimble Navigation Limited, is engaged in providing technology solutions that enable professionals and field mobile workers to transform their work processes. The Company’s solutions are used across a range of industries, including agriculture, architecture, civil engineering, survey and land administration, construction, geospatial, government, natural resources, transportation and utilities. The Company’s business segments include Building and Infrastructure, Geospatial, Resource and utilities and Transportation. The Buildings and Infrastructure segment serves customers working in architecture, engineering, construction and operations and maintenance. The Geospatial segment primarily serves customers working in surveying, engineering, government and land management. The Resources and Utilities segment serves customers working in agriculture, forestry, and utilities. The Transportation segment serves customers working in transportation.

Receive News & Ratings for TubeMogul Inc Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for TubeMogul Inc and related companies with MarketBeat.com's FREE daily email newsletter.

One Response

  1. Bharath BS says:

    On what basis is this comparison done? Tubemogul and Tremble Navigation has nothing common in the domain.

Leave a Reply