Critical Survey: SeaChange International (SEAC) versus Mulesoft (MULE)

SeaChange International (NASDAQ: SEAC) and Mulesoft (NYSE:MULE) are both technology companies, but which is the better business? We will contrast the two businesses based on the strength of their institutional ownership, analyst recommendations, dividends, earnings, profitability, risk and valuation.

Profitability

This table compares SeaChange International and Mulesoft’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
SeaChange International -42.52% -5.91% -3.55%
Mulesoft -25.84% -49.63% -18.06%

Analyst Recommendations

This is a summary of recent ratings for SeaChange International and Mulesoft, as reported by MarketBeat.com.

Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
SeaChange International 0 0 2 0 3.00
Mulesoft 0 4 6 0 2.60

SeaChange International currently has a consensus price target of $4.25, indicating a potential upside of 12.14%. Mulesoft has a consensus price target of $27.63, indicating a potential upside of 11.39%. Given SeaChange International’s stronger consensus rating and higher probable upside, equities research analysts plainly believe SeaChange International is more favorable than Mulesoft.

Institutional and Insider Ownership

73.0% of SeaChange International shares are held by institutional investors. Comparatively, 23.2% of Mulesoft shares are held by institutional investors. 2.9% of SeaChange International shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Valuation and Earnings

This table compares SeaChange International and Mulesoft’s top-line revenue, earnings per share (EPS) and valuation.

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
SeaChange International $83.79 million 1.61 -$71.24 million ($0.98) -3.87
Mulesoft $187.74 million 17.17 -$49.59 million N/A N/A

Mulesoft has higher revenue and earnings than SeaChange International.

Summary

SeaChange International beats Mulesoft on 6 of the 11 factors compared between the two stocks.

SeaChange International Company Profile

SeaChange International, Inc. (SeaChange) is engaged in the delivery of multiscreen video. The Company’s products and services facilitate the aggregation, licensing, management and distribution of video and advertising content for cable television system operators, telecommunications companies, satellite operators and media companies. SeaChange sells its software products and services across the world, to television service providers, including cable television system operators, telecommunications companies, satellite operators and media companies. Its systems enable service providers to offer other interactive television services that allow subscribers to receive personalized services and interact with their video devices. Its business consists of three product areas: multiscreen video backoffice, advertising and video gateway software solutions. It also offers SeaChange Infusion Advanced Advertising Platform, Adrenalin, SeaChange Infusion Advanced Advertising Platform and Nucleus.

Mulesoft Company Profile

MuleSoft, Inc. is engaged in providing a software platform that connects a range of technologies. The Company enables organizations to manage and secure the flow of data between all systems in the enterprise. The Company offers organizations to create agile infrastructures. The Company has developed Anypoint Platform. The Company’s customers use its Anypoint Platform to connect their applications, data, and devices into an application network where systems are pluggable instead of glued together with custom integration code. The application network enables a self-serve infrastructure through discoverable building blocks, or nodes, that can be used and reused to rapidly compose applications. With an application network built with Anypoint Platform, organizations can transform into composable enterprises.

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