Informatica (INFA) Competitors

$29.52
-0.04 (-0.14%)
(As of 05/17/2024 08:53 PM ET)

INFA vs. GWRE, MANH, BLKB, ACIW, SSNC, MSTR, TYL, ANSS, MNDY, and U

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), ACI Worldwide (ACIW), SS&C Technologies (SSNC), MicroStrategy (MSTR), Tyler Technologies (TYL), ANSYS (ANSS), monday.com (MNDY), and Unity Software (U). These companies are all part of the "prepackaged software" industry.

Informatica vs.

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

Informatica currently has a consensus target price of $35.45, indicating a potential upside of 20.10%. Guidewire Software has a consensus target price of $115.11, indicating a potential downside of 6.35%. Given Informatica's higher possible upside, equities research analysts clearly believe Informatica is more favorable than Guidewire Software.

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

Informatica has a beta of 1.12, suggesting that its stock price is 12% more volatile than the S&P 500. Comparatively, Guidewire Software has a beta of 1.14, suggesting that its stock price is 14% more volatile than the S&P 500.

Informatica has a net margin of 0.03% compared to Guidewire Software's net margin of -5.48%. Informatica's return on equity of 5.31% beat Guidewire Software's return on equity.

Company Net Margins Return on Equity Return on Assets
Informatica0.03% 5.31% 2.25%
Guidewire Software -5.48%-3.60%-2.22%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Informatica$1.60B5.46-$125.28M-$0.02-1,476.00
Guidewire Software$905.34M11.18-$111.86M-$0.62-198.25

98.5% of Informatica shares are owned by institutional investors. 53.9% of Informatica shares are owned by company insiders. Comparatively, 0.4% of Guidewire Software shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

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

In the previous week, Guidewire Software had 7 more articles in the media than Informatica. MarketBeat recorded 8 mentions for Guidewire Software and 1 mentions for Informatica. Informatica's average media sentiment score of 1.18 beat Guidewire Software's score of 1.02 indicating that Informatica is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Informatica
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Guidewire Software
5 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Informatica and Guidewire Software 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$8.71B$22.13B$21.87B$18.08B
Dividend YieldN/A2.03%2.73%3.44%
P/E Ratio-1,476.0081.95242.4426.21
Price / Sales5.4610.83544.9110.64
Price / Cash37.6369.5430.2319.24
Price / Book3.859.506.836.00
Net Income-$125.28M$368.67M$642.02M$966.17M
7 Day Performance0.07%2.77%2.09%1.85%
1 Month Performance-16.11%6.76%6.62%6.59%
1 Year Performance82.90%18.31%25.57%23.69%

Informatica Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
GWRE
Guidewire Software
2.4676 of 5 stars
$116.35
-0.2%
$115.11
-1.1%
+53.0%$9.58B$925.75M-187.663,415Positive News
MANH
Manhattan Associates
4.5891 of 5 stars
$213.62
-1.9%
$234.86
+9.9%
+29.2%$13.15B$962.26M69.814,580Analyst Revision
Positive News
BLKB
Blackbaud
3.938 of 5 stars
$77.32
-0.4%
$88.00
+13.8%
+10.3%$3.99B$1.11B188.593,000
ACIW
ACI Worldwide
2.7784 of 5 stars
$36.46
+1.5%
$40.00
+9.7%
+54.1%$3.87B$1.45B27.213,212Positive News
SSNC
SS&C Technologies
4.8582 of 5 stars
$63.06
+0.2%
$70.20
+11.3%
+13.4%$15.57B$5.58B25.1226,000Insider Selling
MSTR
MicroStrategy
2.7798 of 5 stars
$1,245.96
+5.5%
$1,678.75
+34.7%
+449.6%$20.03B$489.59M-185.961,934Gap Up
TYL
Tyler Technologies
4.2294 of 5 stars
$481.10
-0.8%
$492.22
+2.3%
+24.1%$20.43B$1.95B108.857,300
ANSS
ANSYS
3.7154 of 5 stars
$328.20
0.0%
$320.00
-2.5%
+7.2%$28.65B$2.27B65.906,200Analyst Forecast
Positive News
MNDY
monday.com
2.7795 of 5 stars
$181.28
-0.3%
$240.00
+32.4%
+52.8%$8.75B$729.70M-2,589.341,168
U
Unity Software
3.4139 of 5 stars
$22.69
+4.6%
$35.38
+56.0%
-25.5%$8.87B$2.19B-10.136,748

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This page (NYSE:INFA) was last updated on 5/20/2024 by MarketBeat.com Staff

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