2U (TWOU) Competitors

$0.25
-0.02 (-7.46%)
(As of 04/30/2024 ET)

TWOU vs. SMSI, DTSS, CLPS, MYSZ, IVDA, BLIN, SEAC, ICCT, NTWK, and GVP

Should you be buying 2U stock or one of its competitors? The main competitors of 2U include Smith Micro Software (SMSI), Datasea (DTSS), CLPS Incorporation (CLPS), My Size (MYSZ), Iveda Solutions (IVDA), Bridgeline Digital (BLIN), SeaChange International (SEAC), iCoreConnect (ICCT), NetSol Technologies (NTWK), and GSE Systems (GVP). These companies are all part of the "prepackaged software" industry.

2U vs.

Smith Micro Software (NASDAQ:SMSI) and 2U (NASDAQ:TWOU) are both small-cap computer and technology companies, but which is the better stock? We will compare the two businesses based on the strength of their profitability, community ranking, earnings, dividends, media sentiment, risk, valuation, institutional ownership and analyst recommendations.

Smith Micro Software has higher earnings, but lower revenue than 2U. Smith Micro Software is trading at a lower price-to-earnings ratio than 2U, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Smith Micro Software$40.86M0.54-$24.40M-$2.96-0.78
2U$945.95M0.02-$317.61M-$3.94-0.06

2U has a net margin of -33.58% compared to 2U's net margin of -59.70%. Smith Micro Software's return on equity of -7.92% beat 2U's return on equity.

Company Net Margins Return on Equity Return on Assets
Smith Micro Software-59.70% -13.46% -10.91%
2U -33.58%-7.92%-1.55%

2U received 350 more outperform votes than Smith Micro Software when rated by MarketBeat users. Likewise, 71.93% of users gave 2U an outperform vote while only 50.56% of users gave Smith Micro Software an outperform vote.

CompanyUnderperformOutperform
Smith Micro SoftwareOutperform Votes
270
50.56%
Underperform Votes
264
49.44%
2UOutperform Votes
620
71.93%
Underperform Votes
242
28.07%

In the previous week, Smith Micro Software had 1 more articles in the media than 2U. MarketBeat recorded 4 mentions for Smith Micro Software and 3 mentions for 2U. 2U's average media sentiment score of 1.00 beat Smith Micro Software's score of -0.44 indicating that Smith Micro Software is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Smith Micro Software
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive
2U
0 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Smith Micro Software currently has a consensus target price of $28.00, indicating a potential upside of 1,112.12%. 2U has a consensus target price of $4.31, indicating a potential upside of 1,638.35%. Given Smith Micro Software's higher probable upside, analysts plainly believe 2U is more favorable than Smith Micro Software.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Smith Micro Software
0 Sell rating(s)
0 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
3.00
2U
0 Sell rating(s)
8 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.11

20.8% of Smith Micro Software shares are held by institutional investors. Comparatively, 80.5% of 2U shares are held by institutional investors. 9.4% of Smith Micro Software shares are held by insiders. Comparatively, 3.7% of 2U shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Smith Micro Software has a beta of 0.64, meaning that its stock price is 36% less volatile than the S&P 500. Comparatively, 2U has a beta of 0.83, meaning that its stock price is 17% less volatile than the S&P 500.

Summary

2U beats Smith Micro Software on 10 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding TWOU and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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TWOU vs. The Competition

Metric2UPrepackaged software IndustryComputer SectorNASDAQ Exchange
Market Cap$20.74M$20.57B$18.82B$7.46B
Dividend YieldN/A2.19%2.78%3.95%
P/E Ratio-0.06102.72263.3118.98
Price / Sales0.028.43524.2984.59
Price / Cash0.2267.5528.3327.97
Price / Book0.099.816.674.25
Net Income-$317.61M$374.46M$627.25M$213.88M
7 Day Performance-0.80%-1.03%0.60%0.01%
1 Month Performance-39.41%-5.17%-3.60%-5.53%
1 Year Performance-94.72%18.38%15.43%5.83%

2U Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SMSI
Smith Micro Software
4.3789 of 5 stars
$2.12
-2.8%
$28.00
+1,220.8%
-75.1%$20.37M$40.86M-0.72231News Coverage
Positive News
DTSS
Datasea
0 of 5 stars
$7.32
-2.4%
N/A-47.7%$18.59M$7.05M-1.5453Gap Down
CLPS
CLPS Incorporation
0 of 5 stars
$0.97
+5.4%
N/A-19.3%$24.83M$150.36M0.003,509Positive News
MYSZ
My Size
2.7266 of 5 stars
$4.15
+0.7%
$12.00
+189.2%
-57.1%$15.02M$7M-0.9830Stock Split
Gap Up
High Trading Volume
IVDA
Iveda Solutions
0 of 5 stars
$0.91
+1.1%
N/AN/A$14.69M$6.50M-4.33N/A
BLIN
Bridgeline Digital
0.8104 of 5 stars
$1.24
+3.3%
N/A+30.5%$12.92M$15.89M-1.3155Analyst Report
Gap Up
SEAC
SeaChange International
0 of 5 stars
$4.25
flat
N/A-43.8%$11.10M$32.76M-1.15107
ICCT
iCoreConnect
0 of 5 stars
$1.10
-1.8%
N/AN/A$9.85M$8.15M0.0041
NTWK
NetSol Technologies
0 of 5 stars
$2.75
+3.4%
N/A+5.9%$31.32M$52.39M-15.281,770Gap Down
GVP
GSE Systems
2.3937 of 5 stars
$2.69
+2.3%
$13.00
+383.3%
-65.6%$8.72M$45.04M-0.76218Short Interest ↓
News Coverage

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This page (NASDAQ:TWOU) was last updated on 5/1/2024 by MarketBeat.com Staff

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