Comparing Quantum-Si (NASDAQ:QSI) and Impinj (NASDAQ:PI)

Impinj (NASDAQ:PI) and Quantum-Si (NASDAQ:QSI) are both computer and technology companies, but which is the better business? We will contrast the two businesses based on the strength of their risk, dividends, profitability, analyst recommendations, valuation, earnings and institutional ownership.

Analyst Recommendations

This is a breakdown of current recommendations for Impinj and Quantum-Si, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Impinj	1	3	7	0	2.55
Quantum-Si	1	1	2	0	2.25

Impinj presently has a consensus price target of $225.22, indicating a potential upside of 63.09%. Quantum-Si has a consensus price target of $3.60, indicating a potential upside of 218.58%. Given Quantum-Si’s higher possible upside, analysts clearly believe Quantum-Si is more favorable than Impinj.

Profitability

This table compares Impinj and Quantum-Si’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Impinj	-3.45%	8.15%	2.83%
Quantum-Si	-3,677.97%	-47.90%	-42.56%

Institutional and Insider Ownership

39.9% of Quantum-Si shares are held by institutional investors. 12.4% of Impinj shares are held by company insiders. Comparatively, 30.0% of Quantum-Si shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Valuation and Earnings

This table compares Impinj and Quantum-Si”s revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Impinj	$366.09 million	11.36	$40.84 million	($0.44)	-313.86
Quantum-Si	$3.06 million	79.58	-$101.01 million	($0.67)	-1.69

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

Volatility and Risk

Impinj has a beta of 1.52, meaning that its share price is 52% more volatile than the S&P 500. Comparatively, Quantum-Si has a beta of 2.98, meaning that its share price is 198% more volatile than the S&P 500.

Summary

Impinj beats Quantum-Si on 8 of the 14 factors compared between the two stocks.

About Impinj

Impinj, Inc. operates a cloud connectivity platform in the Americas, the Asia Pacific, Europe, the Middle East, and Africa. Its platform wirelessly connects items and delivers data about the connected items to business and consumer applications. The company’s platform comprises endpoint ICs, a miniature radios-on-a-chip that attaches to a host item and includes a number to identify the item. Its platform also consists of systems products that consists of reader ICs, readers, and gateways to wirelessly provide power to and communicate bidirectionally with endpoint ICs on host items, as well as to read, write, authenticate, and engage the endpoint ICs on those items; and software and algorithms that enable its partners to solve enterprise business problems, such as retail self-checkout and loss prevention. The company primarily serves retail, supply chain and logistics, automotive, aviation, banking, datacenters, food, healthcare, industrial and manufacturing, linen and uniform tracking, sports, and travel industries through original equipment and device manufacturers, tag service bureaus, systems integrators, value-added resellers, independent software vendors, and other solution partners. Impinj, Inc. was incorporated in 2000 and is headquartered in Seattle, Washington.

About Quantum-Si

Quantum-Si incorporated, a life sciences company, engages in the development of single-molecule detection platform to enable Next Generation Protein Sequencing (NGPS). The company's platform is comprised of the Platinum NGPS instrument; the Platinum Analysis Software service; and reagent kits and semiconductor chips for use with its instruments. It is used in protein identification, protein variants, antibody characterization, biomarker identification, and post translational modification analysis applications. The company was founded in 2013 is headquartered in Branford, Connecticut.