Informatica (INFA) Competitors

$31.90
+0.06 (+0.19%)
(As of 04/26/2024 08:52 PM ET)

INFA vs. GWRE, MANH, BLKB, SSNC, ACIW, TYL, MSTR, ANSS, CDAY, and DAY

Should you be buying Informatica stock or one of its competitors? The main competitors of Informatica include Guidewire Software (GWRE), Manhattan Associates (MANH), Blackbaud (BLKB), SS&C Technologies (SSNC), ACI Worldwide (ACIW), Tyler Technologies (TYL), MicroStrategy (MSTR), ANSYS (ANSS), Ceridian HCM (CDAY), and Dayforce (DAY). These companies are all part of the "prepackaged software" industry.

Informatica vs.

Guidewire Software (NYSE:GWRE) and Informatica (NYSE:INFA) are both mid-cap computer and technology companies, but which is the better stock? We will contrast the two businesses based on the strength of their media sentiment, valuation, community ranking, dividends, institutional ownership, profitability, analyst recommendations, earnings and risk.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Guidewire Software$925.75M10.10-$111.86M-$0.62-183.15
Informatica$1.60B5.90-$125.28M-$0.46-69.35

Guidewire Software received 85 more outperform votes than Informatica when rated by MarketBeat users. Likewise, 63.74% of users gave Guidewire Software an outperform vote while only 61.61% of users gave Informatica an outperform vote.

CompanyUnderperformOutperform
Guidewire SoftwareOutperform Votes
406
63.74%
Underperform Votes
231
36.26%
InformaticaOutperform Votes
321
61.61%
Underperform Votes
200
38.39%

98.5% of Informatica shares are owned by institutional investors. 0.4% of Guidewire Software shares are owned by company insiders. Comparatively, 53.9% of Informatica shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Guidewire Software has a beta of 1.15, meaning that its share price is 15% more volatile than the S&P 500. Comparatively, Informatica has a beta of 1.08, meaning that its share price is 8% more volatile than the S&P 500.

In the previous week, Informatica had 26 more articles in the media than Guidewire Software. MarketBeat recorded 32 mentions for Informatica and 6 mentions for Guidewire Software. Informatica's average media sentiment score of 0.68 beat Guidewire Software's score of 0.20 indicating that Guidewire Software is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Guidewire Software
3 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Informatica
10 Very Positive mention(s)
3 Positive mention(s)
10 Neutral mention(s)
6 Negative mention(s)
0 Very Negative mention(s)
Neutral

Guidewire Software has a net margin of -5.48% compared to Guidewire Software's net margin of -7.85%. Guidewire Software's return on equity of 4.29% beat Informatica's return on equity.

Company Net Margins Return on Equity Return on Assets
Guidewire Software-5.48% -3.60% -2.22%
Informatica -7.85%4.29%1.79%

Guidewire Software currently has a consensus target price of $115.11, suggesting a potential upside of 1.37%. Informatica has a consensus target price of $35.45, suggesting a potential upside of 11.14%. Given Guidewire Software's higher probable upside, analysts clearly believe Informatica is more favorable than Guidewire Software.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Guidewire Software
0 Sell rating(s)
0 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
3.00
Informatica
0 Sell rating(s)
5 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.55

Summary

Guidewire Software and Informatica tied by winning 9 of the 18 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding INFA 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 NYSE 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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INFA vs. The Competition

MetricInformaticaPrepackaged software IndustryComputer SectorNYSE Exchange
Market Cap$9.41B$21.76B$20.78B$17.51B
Dividend YieldN/A2.19%2.78%3.54%
P/E Ratio-69.35101.24263.1925.25
Price / Sales5.909.33511.5411.76
Price / Cash46.0066.6230.8217.84
Price / Book4.899.696.844.87
Net Income-$125.28M$374.14M$629.41M$964.49M
7 Day Performance-9.35%4.60%3.05%1.90%
1 Month Performance-8.86%-3.32%-3.21%-3.71%
1 Year Performance107.68%20.16%16.87%93.11%

Informatica Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
GWRE
Guidewire Software
1.8767 of 5 stars
$109.77
+2.0%
$115.11
+4.9%
+49.0%$9.04B$905.34M-177.053,415Short Interest ↑
MANH
Manhattan Associates
4.9351 of 5 stars
$228.32
+0.9%
$231.29
+1.3%
+26.2%$14.06B$928.72M80.964,580Short Interest ↓
Analyst Revision
BLKB
Blackbaud
4.2354 of 5 stars
$78.63
+2.8%
$88.00
+11.9%
+12.4%$4.20B$1.11B2,621.003,000Upcoming Earnings
Analyst Upgrade
Short Interest ↑
SSNC
SS&C Technologies
4.9576 of 5 stars
$61.23
+0.7%
$70.78
+15.6%
+4.6%$15.14B$5.50B25.7326,000Analyst Report
Short Interest ↓
ACIW
ACI Worldwide
2.6181 of 5 stars
$32.25
+0.9%
$39.00
+20.9%
+31.5%$3.43B$1.45B29.053,212Upcoming Earnings
TYL
Tyler Technologies
4.1454 of 5 stars
$411.41
+2.0%
$460.46
+11.9%
+21.6%$17.12B$1.95B105.767,300Analyst Report
Analyst Revision
MSTR
MicroStrategy
4.4234 of 5 stars
$1,324.01
+12.8%
$1,473.00
+11.3%
+290.5%$22.47B$496.26M46.981,934Gap Up
ANSS
ANSYS
4.0544 of 5 stars
$324.81
+0.8%
$323.86
-0.3%
+6.3%$28.36B$2.27B56.696,200Upcoming Earnings
Short Interest ↓
CDAY
Ceridian HCM
1.1793 of 5 stars
$58.75
-3.6%
$76.38
+30.0%
-3.9%$9.17B$1.45B1,958.998,526News Coverage
Positive News
DAY
Dayforce
2.2459 of 5 stars
$58.93
+0.3%
$77.00
+30.7%
N/A$9.17B$1.51B168.389,084Upcoming Earnings

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This page (NYSE:INFA) was last updated on 4/29/2024 by MarketBeat.com Staff

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